K.J. Harrison & Partners Inc
Sector Allocation
- Technology25.4%$179.5M
- Financials23.6%$166.9M
- Industrials14.0%$98.9M
- Other8.9%$63.1M
- Consumer Discretionary6.7%$47.4M
- Materials6.6%$46.8M
- Healthcare4.9%$34.5M
- Energy4.7%$33.2M
- Communication Services1.9%$13.2M
- Utilities1.4%$10.1M
AUM History
13fpro.ai/research/fund/k-j-harrison-and-partners-inc-1418359
Conviction and streaks
Stable · top 10 = 29.1%From the fund's last 12 quarters of 13F filings: positions held longest at size, and names it added to or trimmed several quarters running.
Largest positions — Q2 2026
AAPL
$53.1MRY
$23.3MGOOGL
$21.5MAMZN
$20.7MMSFT
$15.9MCM
$15.2MPHYS
$14.8MBRK.B
$14.5MINTC
$14.0MBRK.A
$12.0MNVDA
$11.1MGS
$10.4MMETA
$9.7MCP
$9.6MJPM
$9.2MRBA
$9.0MTD
$8.6M- SPDR$8.6M
PSLV
$8.4MBMO
$8.2M
Top 20 stock positions. Options are left out: 13F reports them at the underlying's value.
13fpro.ai/research/fund/k-j-harrison-and-partners-inc-1418359
K.J. Harrison & Partners Inc 13F holdings — Q2 2026
$705.7M portfolio (+16.0% QoQ) · 224 holdings · Q2 2026 13F · top 10 are 29% of the stock portfolio
$53.1M
7.5% of stocks
+8%This quarter+10.8%Since filed6+ qtrsHeld$23.3M
3.3% of stocks
-10%This quarter-3.8%Since filed6+ qtrsHeld$21.5M
3.0% of stocks
+11%This quarter-10.4%Since filed6+ qtrsHeld$20.7M
2.9% of stocks
+24%This quarter-7.8%Since filed6+ qtrsHeld$15.9M
2.3% of stocks
+25%This quarter+6.3%Since filed6+ qtrsHeld$15.2M
2.2% of stocks
-4%This quarter-1.9%Since filed6+ qtrsHeldAIQualityAI quality score is Pro: unlock with a free trialEst. buyEstimated buy price is Pro: unlock with a free trialTrimmed 2 qtrs in a row$14.8M
2.1% of stocks
-3%This quarter-6.7%Since filed6+ qtrsHeld$14.5M
2.0% of stocks
+0.1%This quarter—Since filed6+ qtrsHeld$14.0M
2.0% of stocks
-56%This quarter-7.8%Since filed6+ qtrsHeld$12.0M
1.7% of stocks
No changeThis quarter—Since filed6+ qtrsHeld
All holdings — K.J. Harrison & Partners Inc (Q2 2026)
224 disclosed positions from the Form 13F-HR on SEC EDGAR, with quarter-over-quarter share changes. Largest by value first; the ten above are not repeated.
| # | Company | Held | Source | |||||||
|---|---|---|---|---|---|---|---|---|---|---|
| 11 | NVIDIA CORP | Technology | $11.1M | 1.6% | 56K | -37% | 6+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 12 | GOLDMAN SACHS GROUP INC | Financials | $10.4M | 1.5% | 10K | -21% | 6+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 13 | Meta Platforms, Inc. | Technology | $9.7M | 1.4% | 17K | +7% | 6+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 14 | CANADIAN PACIFIC KANSAS CITY LTD/CN | Industrials | $9.6M | 1.4% | 111K | +87% | 6+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 15 | JPMORGAN CHASE & CO | Financials | $9.2M | 1.3% | 28K | -2% | 6+ qtrsTrimmed 2 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 16 | RB GLOBAL INC. | Industrials | $9.0M | 1.3% | 77K | -13% | 6+ qtrsTrimmed 2 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 17 | TORONTO DOMINION BANK | Financials | $8.6M | 1.2% | 71K | -0.7% | 6+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 18 | — | SPDR SERIES TRUST - ST STR SP HOMEetf/fund | — | $8.6M | 1.2% | 74K | +118% | — | — | 13F |
| 19 | Sprott Physical Silver Trust | Financials | $8.4M | 1.2% | 446K | +107% | 6+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 20 | BANK OF MONTREAL /CAN/ | Financials | $8.2M | 1.2% | 47K | -3% | 6+ qtrsTrimmed 4 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 21 | GENERAL ELECTRIC CO | Industrials | $8.1M | 1.1% | 22K | +128% | 4 qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 22 | TFI International Inc. | Industrials | $8.0M | 1.1% | 56K | -4% | 4 qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 23 | — | GLOBAL X FDS - GLOBAL X COPPER | — | $7.8M | 1.1% | 101K | +55% | — | — | 13F |
| 24 | Tesla, Inc. | Consumer Discretionary | $7.5M | 1.1% | 18K | +72% | 6+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 25 | — | ISHARES TR - US HOME CONS ETFetf/fund | — | $7.0M | 1.0% | 67K | +43% | — | — | 13F |
| 26 | $AEM | AGNICO EAGLE MINES LTD | Materials | $6.9M | 1.0% | 45K | -17% | |||
| 27 | $CAT | CATERPILLAR INC | Industrials | $6.6M | 0.9% | 6,175 | -18% | |||
| 28 | $PBA | PEMBINA PIPELINE CORP | Energy | $6.3M | 0.9% | 136K | -17% | |||
| 29 | $UNP | UNION PACIFIC CORP | Industrials | $6.1M | 0.9% | 22K | +851% | |||
| 30 | $TSM | TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD | Technology | $6.0M | 0.8% | 13K | +382% | |||
| 31 | $MDT | Medtronic plc | Healthcare | $5.9M | 0.8% | 76K | +456% | |||
| 32 | $MDA | MDA Space Ltd. | Industrials | $5.9M | 0.8% | 143K | -20% | |||
| 33 | $BNS | BANK OF NOVA SCOTIA | Financials | $5.7M | 0.8% | 66K | -0.0% | |||
| 34 | $MS | MORGAN STANLEY | Financials | $5.7M | 0.8% | 27K | -34% | |||
| 35 | $SHOP | SHOPIFY INC. | Technology | $5.6M | 0.8% | 49K | +472% | |||
| 36 | — | INVESCO EXCH TRADED FD TR II - S&P SMLCP INFO | — | $5.5M | 0.8% | 60K | New | |||
| 37 | $BCE | BCE INC | Communication Services | $5.5M | 0.8% | 255K | +0.0% | |||
| 38 | $VSEC | VSE CORP | Technology | $5.3M | 0.7% | 23K | — | |||
| 39 | $CNQ | CANADIAN NATURAL RESOURCES Ltd | Energy | $5.2M | 0.7% | 132K | +0.8% | |||
| 40 | $NTRA | Natera, Inc. | Healthcare | $5.1M | 0.7% | 19K | +289% | |||
| 41 | $CNI | CANADIAN NATIONAL RAILWAY CO | Industrials | $5.1M | 0.7% | 43K | +103% | |||
| 42 | $XPO | XPO, Inc. | Industrials | $4.9M | 0.7% | 24K | -14% | |||
| 43 | $GOOG | Alphabet Inc. | Technology | $4.9M | 0.7% | 14K | -39% | |||
| 44 | $CEF | Sprott Physical Gold & Silver Trust | Financials | $4.8M | 0.7% | 120K | New | |||
| 45 | $FCX | FREEPORT-MCMORAN INC | Materials | $4.8M | 0.7% | 77K | -30% | |||
| 46 | $NEM | NEWMONT Corp /DE/ | Materials | $4.7M | 0.7% | 51K | -16% | |||
| 47 | $NTR | Nutrien Ltd. | Materials | $4.7M | 0.7% | 75K | +217% | |||
| 48 | $MA | Mastercard Inc | Financials | $4.5M | 0.6% | 8,823 | -10% | |||
| 49 | $TRP | TC ENERGY CORP | Energy | $4.5M | 0.6% | 68K | +2% | |||
| 50 | — | VSE CORP - UNIT 02/01/2029 | — | $4.5M | 0.6% | 78K | +294% | |||
| 51 | $V | VISA INC. | Financials | $4.5M | 0.6% | 13K | +0.3% | |||
| 52 | $HEI | HEICO CORP | Industrials | $4.3M | 0.6% | 12K | -2% | |||
| 53 | $GFL | GFL Environmental Inc. | Utilities | $4.1M | 0.6% | 113K | New | |||
| 54 | $BHP | BHP Group Ltd | Materials | $4.1M | 0.6% | 49K | — | |||
| 55 | $SU | SUNCOR ENERGY INC | Energy | $4.0M | 0.6% | 74K | +0.7% | |||
| 56 | $BN | BROOKFIELD Corp /ON/ | Real Estate | $3.9M | 0.6% | 92K | -9% | |||
| 57 | $RIO | RIO TINTO PLC | Materials | $3.8M | 0.5% | 40K | — | |||
| 58 | $GEHC | GE HealthCare Technologies Inc. | Healthcare | $3.7M | 0.5% | 58K | New | |||
| 59 | $WSC | WillScot Holdings Corp | Industrials | $3.7M | 0.5% | 128K | -51% | |||
| 60 | — | VANECK ETF TRUST - JUNIOR GOLD MINE | — | $3.7M | 0.5% | 37K | -36% | |||
| 61 | $LLY | ELI LILLY & Co | Healthcare | $3.6M | 0.5% | 3,027 | -0.5% | |||
| 62 | $HBM | Hudbay Minerals Inc. | Materials | $3.6M | 0.5% | 151K | +176% | |||
| 63 | $CVLT | COMMVAULT SYSTEMS INC | Technology | $3.5M | 0.5% | 25K | New | |||
| 64 | — | GLASS HOUSE BRANDS INC - SUB REG LTD VTG | — | $3.5M | 0.5% | 286K | New | |||
| 65 | $SPY | SPDR S&P 500 ETF TRUST | — | $3.5M | 0.5% | 4,654 | New | |||
| 66 | $PANW | Palo Alto Networks Inc | Technology | $3.4M | 0.5% | 10K | New | |||
| 67 | $COST | COSTCO WHOLESALE CORP /NEW | Consumer Staples | $3.4M | 0.5% | 3,629 | +0.6% | |||
| 68 | $TSAT | Telesat Corp | Communication Services | $3.3M | 0.5% | 66K | -6% | |||
| 69 | $FTAI | FTAI Aviation Ltd. | Industrials | $3.2M | 0.5% | 12K | -20% | |||
| 70 | $RKLB | Rocket Lab Corp | Industrials | $3.2M | 0.5% | 31K | -14% | |||
| 71 | $CLH | CLEAN HARBORS INC | Utilities | $3.1M | 0.4% | 10K | -17% | |||
| 72 | $ULTA | Ulta Beauty, Inc. | Consumer Discretionary | $2.9M | 0.4% | 6,450 | +115% | |||
| 73 | — | SELECT SECTOR SPDR TR - ST STR TECHN ETF | — | $2.9M | 0.4% | 15K | -71% | |||
| 74 | $VNOM | Viper Energy, Inc. | Energy | $2.9M | 0.4% | 68K | +58% | |||
| 75 | $ATS | ATS Corp /ATS | Industrials | $2.9M | 0.4% | 100K | New | |||
| 76 | $CCJ | CAMECO CORP | Materials | $2.9M | 0.4% | 28K | +119% | |||
| 77 | $HD | HOME DEPOT, INC. | Consumer Discretionary | $2.8M | 0.4% | 7,924 | -11% | |||
| 78 | $OKTA | Okta, Inc. | Technology | $2.7M | 0.4% | 20K | New | |||
| 79 | $AMT | AMERICAN TOWER CORP /MA/ | Real Estate | $2.7M | 0.4% | 17K | New | |||
| 80 | $TECK | TECK RESOURCES LTD | Materials | $2.6M | 0.4% | 44K | -0.9% | |||
| 81 | $ODFL | OLD DOMINION FREIGHT LINE, INC. | Industrials | $2.6M | 0.4% | 12K | -15% | |||
| 82 | $MCO | MOODYS CORP /DE/ | Financials | $2.5M | 0.4% | 5,625 | -42% | |||
| 83 | $BABA | Alibaba Group Holding Ltd | Consumer Discretionary | $2.5M | 0.4% | 26K | New | |||
| 84 | $BA | BOEING CO | Industrials | $2.5M | 0.3% | 11K | -8% | |||
| 85 | $PI | IMPINJ INC | Technology | $2.3M | 0.3% | 16K | -39% | |||
| 86 | $PFE | PFIZER INC | Healthcare | $2.2M | 0.3% | 93K | -1% | |||
| 87 | $LNG | Cheniere Energy, Inc. | Energy | $2.2M | 0.3% | 9,081 | New | |||
| 88 | $BIIB | BIOGEN INC. | Healthcare | $2.2M | 0.3% | 10K | — | |||
| 89 | — | ISHARES TR - CORE S&P MCP ETF | — | $2.2M | 0.3% | 28K | — | |||
| 90 | $PLXS | PLEXUS CORP | Technology | $2.1M | 0.3% | 7,000 | New | |||
| 91 | $SCHW | SCHWAB CHARLES CORP | Financials | $2.1M | 0.3% | 23K | — | |||
| 92 | $AON | Aon plc | Financials | $2.0M | 0.3% | 6,000 | — | |||
| 93 | $AVGO | Broadcom Inc. | Technology | $2.0M | 0.3% | 5,174 | New | |||
| 94 | — | VANECK ETF TRUST - GOLD MINERS ETF | — | $1.9M | 0.3% | 26K | -51% | |||
| 95 | — | JANUS DETROIT STR TR - HENDRSON AAA CL | — | $1.9M | 0.3% | 38K | -2% | |||
| 96 | $BEPC | Brookfield Renewable Corp | Utilities | $1.9M | 0.3% | 56K | New | |||
| 97 | — | ISHARES TR - 1 3 YR TREAS BD | — | $1.9M | 0.3% | 23K | — | |||
| 98 | $ALGN | ALIGN TECHNOLOGY INC | Healthcare | $1.9M | 0.3% | 11K | -8% | |||
| 99 | $EQT | EQT Corp | Energy | $1.9M | 0.3% | 35K | +460% | |||
| 100 | $TER | TERADYNE, INC | Technology | $1.9M | 0.3% | 3,830 | -1% | |||
| 101 | $W | Wayfair Inc. | Consumer Discretionary | $1.8M | 0.3% | 20K | New | |||
| 102 | $JNJ | JOHNSON & JOHNSON | Healthcare | $1.8M | 0.3% | 6,956 | +1.0% | |||
| 103 | $ILMN | ILLUMINA, INC. | Healthcare | $1.8M | 0.3% | 10K | — | |||
| 104 | $CPNG | Coupang, Inc. | Consumer Discretionary | $1.7M | 0.3% | 100K | +99% | |||
| 105 | $HAL | HALLIBURTON CO | Energy | $1.7M | 0.2% | 50K | -55% | |||
| 106 | $NOK | NOKIA CORP | Technology | $1.7M | 0.2% | 125K | New | |||
| 107 | $ENB | ENBRIDGE INC | Energy | $1.6M | 0.2% | 30K | +5% | |||
| 108 | $IBIT | iShares Bitcoin Trust ETF | Financials | $1.6M | 0.2% | 49K | +156% | |||
| 109 | $LECO | LINCOLN ELECTRIC HOLDINGS INC | Industrials | $1.6M | 0.2% | 6,000 | -50% | |||
| 110 | $BDX | BECTON DICKINSON & CO | Healthcare | $1.6M | 0.2% | 11K | +133% | |||
| 111 | $URI | UNITED RENTALS, INC. | Industrials | $1.6M | 0.2% | 1,400 | — | |||
| 112 | $SGI | SOMNIGROUP INTERNATIONAL INC. | Consumer Discretionary | $1.6M | 0.2% | 20K | New | |||
| 113 | $TRIP | TripAdvisor, Inc. | Technology | $1.5M | 0.2% | 111K | -11% | |||
| 114 | — | KRANESHARES TRUST - CSI CHI INTERNET | — | $1.5M | 0.2% | 61K | — | |||
| 115 | $CPRT | COPART INC | Consumer Discretionary | $1.4M | 0.2% | 51K | +23% | |||
| 116 | $MSCI | MSCI Inc. | Financials | $1.4M | 0.2% | 2,484 | — | |||
| 117 | $FLY | Firefly Aerospace Inc. | Industrials | $1.3M | 0.2% | 45K | New | |||
| 118 | $NBIS | Nebius Group N.V. | Technology | $1.3M | 0.2% | 4,760 | New | |||
| 119 | $LYV | Live Nation Entertainment, Inc. | Communication Services | $1.3M | 0.2% | 7,050 | -1% | |||
| 120 | $EXE | EXPAND ENERGY Corp | Energy | $1.3M | 0.2% | 14K | New | |||
| 121 | $BIP | Brookfield Infrastructure Partners L.P. | Industrials | $1.3M | 0.2% | 35K | +146% | |||
| 122 | $CHWY | Chewy, Inc. | Consumer Discretionary | $1.3M | 0.2% | 64K | New | |||
| 123 | — | ISHARES TR - MSCI ACWI ETF | — | $1.2M | 0.2% | 7,950 | +28% | |||
| 124 | $ALB | ALBEMARLE CORP | Materials | $1.2M | 0.2% | 9,070 | — | |||
| 125 | $MGRC | MCGRATH RENTCORP | Industrials | $1.2M | 0.2% | 10K | — | |||
| 126 | $EFXT | Enerflex Ltd. | Industrials | $1.2M | 0.2% | 48K | — | |||
| 127 | $BIPC | Brookfield Infrastructure Corp | Energy | $1.2M | 0.2% | 30K | +103% | |||
| 128 | $ASTS | AST SpaceMobile, Inc. | Communication Services | $1.2M | 0.2% | 13K | New | |||
| 129 | $LION | Lionsgate Studios Corp. | Communication Services | $1.1M | 0.2% | 75K | New | |||
| 130 | $RKT | Rocket Companies, Inc. | Financials | $1.1M | 0.2% | 72K | New | |||
| 131 | $CLS | CELESTICA INC | Technology | $1.1M | 0.1% | 3,000 | New | |||
| 132 | $AME | AMETEK INC/ | Industrials | $1.1M | 0.1% | 4,475 | -2% | |||
| 133 | $MFC | MANULIFE FINANCIAL CORP | Financials | $1.1M | 0.1% | 26K | -18% | |||
| 134 | $AXP | AMERICAN EXPRESS CO | Financials | $1.0M | 0.1% | 3,072 | -23% | |||
| 135 | $SBUX | STARBUCKS CORP | Consumer Discretionary | $1.0M | 0.1% | 10K | New | |||
| 136 | $SPGI | S&P Global Inc. | Financials | $1.0M | 0.1% | 2,480 | -25% | |||
| 137 | $ALM | Almonty Industries Inc. | Materials | $991K | 0.1% | 60K | New | |||
| 138 | $TMO | THERMO FISHER SCIENTIFIC INC. | Healthcare | $952K | 0.1% | 1,898 | -2% | |||
| 139 | $BMM | Blue Moon Metals Inc. | Materials | $950K | 0.1% | 150K | -17% | |||
| 140 | $FDX | FEDEX CORP | Industrials | $946K | 0.1% | 3,020 | — | |||
| 141 | — | ISHARES TR - RUSSELL 2000 ETF | — | $924K | 0.1% | 3,076 | -66% | |||
| 142 | $SOLS | Solstice Advanced Materials Inc. | Healthcare | $886K | 0.1% | 10K | — | |||
| 143 | $ABNB | Airbnb, Inc. | Technology | $861K | 0.1% | 6,019 | New | |||
| 144 | $SPCX | SPACE EXPLORATION TECHNOLOGIES CORP | Technology | $854K | 0.1% | 5,000 | New | |||
| 145 | $CTVA | Corteva, Inc. | Consumer Staples | $851K | 0.1% | 10K | — | |||
| 146 | $B | BARRICK MINING CORP | Materials | $827K | 0.1% | 23K | -0.8% | |||
| 147 | $ADBE | ADOBE INC. | Technology | $823K | 0.1% | 4,012 | New | |||
| 148 | $ORLA | Orla Mining Ltd. | Materials | $781K | 0.1% | 80K | +33% | |||
| 149 | $ELF | e.l.f. Beauty, Inc. | Consumer Staples | $740K | 0.1% | 10K | New | |||
| 150 | $NMG | Nouveau Monde Graphite Inc. | Materials | $739K | 0.1% | 500K | New |
What changed in Q2 2026
Against the previous quarter's 13F: 55 new, 52 added to, 76 trimmed, 56 sold out. Share-count changes; largest moves by dollar size first.
New positions (55)
- INVESCO EXCH TRADED FD TR II - S&P SMLCP INFO$5.5M
first bought this quarter
$CEFSprott Physical Gold & Silver Trust$4.8M
first bought this quarter
$GFLGFL Environmental Inc.$4.1M
first bought this quarter
$GEHCGE HealthCare Technologies Inc.$3.7M
first bought this quarter
$CVLTCOMMVAULT SYSTEMS INC$3.5M
first bought this quarter
- GLASS HOUSE BRANDS INC - SUB REG LTD VTG$3.5M
first bought this quarter
+49 more in the Excel export
Added to (52)
$UNPUNION PACIFIC CORP+851%
now $6.1M · held 6+ qtrs
$MDTMedtronic plc+456%
now $5.9M · held 2 qtrs, 2 adds in a row
$TSMTAIWAN SEMICONDUCTOR MANUFACTURING CO LTD+382%
now $6.0M · held 6+ qtrs
- SPDR SERIES TRUST - ST STR SP HOME+118%
now $8.6M
$SHOPSHOPIFY INC.+472%
now $5.6M · held 6+ qtrs
$GEGENERAL ELECTRIC CO+128%
now $8.1M · held 4 qtrs
+46 more in the Excel export
Trimmed (76)
$INTCINTEL CORP-56%
now $14.0M · held 6+ qtrs
- SELECT SECTOR SPDR TR - ST STR TECHN ETF-71%
now $2.9M
$NVDANVIDIA CORP-37%
now $11.1M · held 6+ qtrs
$MUMICRON TECHNOLOGY INC-95%
now $231K
$WSCWillScot Holdings Corp-51%
now $3.7M · held 3 qtrs
$GOOGAlphabet Inc.-39%
now $4.9M · held 6+ qtrs, 2 trims in a row
+70 more in the Excel export
Holdings by quarter
Every 13F K.J. Harrison & Partners Inc has filed, 41 earlier quarters. Pick one to see what it held then.
Is it too late to follow K.J. Harrison & Partners?
Q2 2026 13F filed with the SEC on Aug 7, 2026. Prices are closing prices as of Oct 27, 2026.
Average quality of K.J. Harrison & Partners's top 20 holdings: 74/100 (our AI quality score, weighted by position size; 18 of the 20 are scored)
Top 10 since filing
-0.2%
Value-weighted move of the 10 largest stock positions
Turnover
23%
Last quarter; 74% over the last 4
Top 10 weight
29%
Share of the stock portfolio in its 10 largest positions
Held 4+ quarters
82%
Share of portfolio value in positions held a year or more
Highest-quality names it owns(among its 100 largest positions)
The 8 highest-scoring companies in this portfolio are a Pro feature.
How these are measured
- Moves since the quarter-end and since the filing date use our own daily closing prices, from the close on (or just before) each date to the latest close.
- Turnover is the lesser of shares bought or sold in a quarter, valued at the quarter-end prices in the 13F, divided by the average of the two quarters' stock portfolio values.
- Quarters held and add/trim streaks count back only through quarters whose filed holdings add up to the filing's own cover-page total (back to Q1 2025 for this fund). A change counts as an add or a trim when the split-adjusted share count moves by more than 1%.
- Estimate, not the fund's reported cost. For each quarter in the current holding period in which the fund's share count rose (split-adjusted), we take that quarter's average daily close and weight it by the shares added; sales do not change an average cost. Quarters where the stock's price history and the 13F's own implied price disagree by more than 2x are left out.
- Put and call option rows report the value of the underlying shares, not a position the fund paid for, so they are left out of all of the above.
Portfolio Overview
K.J. Harrison & Partners Inc disclosed 224 positions worth $705.7M in its Form 13F-HR for Q2 2026, led by $AAPL (Apple Inc.) at 7.5% of the equity portfolio, followed by $RY and $GOOGL. During the quarter the fund opened 55 new positions and exited 56 and a full exit from $IEX. The portfolio is most concentrated in Technology (25.4% of disclosed assets). All figures are sourced directly from K.J. Harrison & Partners Inc’s Form 13F-HR filing with the SEC under CIK 1418359.
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AI-Powered Hedge Fund Analysis: K.J. Harrison & Partners Inc
13F Pro is an AI hedge fund tracker and stock research platform. For K.J. Harrison & Partners Inc (SEC CIK: 1418359), the platform ingests every quarterly Form 13F filing and applies AI-powered analysis on top — 10 specialized AI analysts (value, growth, momentum, macro, activist, and more) debate the fund's top positions and publish AI-generated analysis with cited SEC sources.
Every holding in K.J. Harrison & Partners Inc's portfolio is scored on an AI quality ranking built from its SEC filings (ROIC, FCF margin, revenue growth, institutional flow, earnings quality, shareholder dilution, and more). Track accumulation and distribution quarter over quarter, identify conviction positions, and see AI stock analysis for each position — alongside 8,700+ other institutional filers and 2,800+ AI-ranked companies.