K.J. Harrison & Partners Inc

Institutional InvestorSimilar funds →SEC EDGAR: CIK 1418359
Institutional-grade research for retail investors

13F Reported Value

$608.2M

Holdings

225

Latest Filing

2026-03-31

Filing Quarter

Q1 2026

Portfolio Overview

K.J. Harrison & Partners Inc disclosed 225 positions worth $608.2M in its Form 13F-HR for Q1 2026, led by $AAPL (Apple Inc.) at 7.1% of the equity portfolio, followed by $RY and $PHYS. During the quarter the fund opened 44 new positions and exited 41 — including a new stake in $MDA and a full exit from $SPY. The portfolio is most concentrated in Technology (25.2% 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.

Sector Allocation

TechnologyFinancialsIndustrialsOtherMaterialsConsumer Discretionary

AUM History

Top Equity Holdings by Value

Quarterly Activity — Q1 2026

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Top Holdings

AI Quality Scored

Unlock AI quality scores for every holding

32-signal composite ranking on each of K.J. Harrison & Partners Inc's 225 positions.

Showing top 10 of 225 holdings.

Sector Allocation

Technology

$153.4M

Financials

$151.6M

Industrials

$80.9M

Other

$52.6M

Materials

$49.4M

Consumer Discretionary

$38.7M

Energy

$35.0M

Healthcare

$21.3M

Full Holdings — K.J. Harrison & Partners Inc (Q1 2026)

All 225 disclosed positions from the latest Form 13F-HR, with quarter-over-quarter share changes and 13F Pro quality scores. Sourced from SEC EDGAR.

#TickerCompanyValueWeightQoQQuality
1AAPL$AAPLApple Inc.$43.3M7.1%-14%76.1
2RY$RYROYAL BANK OF CANADA$20.3M3.3%-15%
3PHYS$PHYSSprott Physical Gold Trust$17.9M2.9%+88%
4GOOG$GOOGAlphabet Inc.$15.5M2.5%+0%80.2
5NVDA$NVDANVIDIA CORP$15.4M2.5%+92%90.2
6AMZN$AMZNAMAZON COM INC$14.5M2.4%-40%74.6
7BRK.B$BRK.BBERKSHIRE HATHAWAY INC$13.9M2.3%+0%64.5
8CM$CMCANADIAN IMPERIAL BANK OF COMMERCE /CAN/$13.1M2.2%-2%
9MSFT$MSFTMICROSOFT CORP$12.6M2.1%-36%83.7
10BRK.A$BRK.ABERKSHIRE HATHAWAY INC$11.5M1.9%+0%64.5
11GS$GSGOLDMAN SACHS GROUP INC$11.0M1.8%+27%
12AEM$AEMAGNICO EAGLE MINES LTD$11.0M1.8%-2%
13INTC$INTCINTEL CORP$10.0M1.6%+121%41.5
14META$METAMeta Platforms, Inc.$9.2M1.5%-20%80.9
15RBA$RBARB GLOBAL INC.$8.5M1.4%-5%
16JPM$JPMJPMORGAN CHASE & CO$8.5M1.4%-58%35.6
17PBA$PBAPEMBINA PIPELINE CORP$7.3M1.2%-22%
18VANECK ETF TRUST$7.0M1.1%+0%
19SELECT SECTOR SPDR TR$6.8M1.1%+0%
20MS$MSMORGAN STANLEY$6.7M1.1%+47%
21TD$TDTORONTO DOMINION BANK$6.6M1.1%+0%
22NEM$NEMNEWMONT Corp /DE/$6.6M1.1%-36%88.3
23GOOGL$GOOGLAlphabet Inc.$6.5M1.1%-61%80.2
24BMO$BMOBANK OF MONTREAL /CAN/$6.5M1.1%-3%
25FCX$FCXFREEPORT-MCMORAN INC$6.5M1.1%-37%73.1
26BCE$BCEBCE INC$6.4M1.1%-0%
27CNQ$CNQCANADIAN NATURAL RESOURCES Ltd$6.4M1.1%+16%
28TFII$TFIITFI International Inc.$6.3M1.0%+16%
29XPO$XPOXPO, Inc.$5.4M0.9%+0%55.3
30CAT$CATCATERPILLAR INC$5.4M0.9%-35%67.8
31PSLV$PSLVSprott Physical Silver Trust$5.3M0.9%-70%
32GLOBAL X FDS$5.0M0.8%+9%
33MA$MAMastercard Inc$4.9M0.8%-9%81.7
34SU$SUSUNCOR ENERGY INC$4.8M0.8%+0%
35VANECK ETF TRUST$4.8M0.8%-5%
36CP$CPCANADIAN PACIFIC KANSAS CITY LTD/CN$4.7M0.8%-35%
37BNS$BNSBANK OF NOVA SCOTIA$4.6M0.8%-46%
38WSC$WSCWillScot Holdings Corp$4.5M0.7%+120%56.4
39MDA$MDAMDA Space Ltd.$4.5M0.7%NEW
40HAL$HALHALLIBURTON CO$4.3M0.7%+0%50.9
41ISHARES TR$4.3M0.7%+0%
42VSEC$VSECVSE CORP$4.2M0.7%+5%56.4
43MCO$MCOMOODYS CORP /DE/$4.2M0.7%-23%81.3
44TRP$TRPTC ENERGY CORP$4.2M0.7%-7%
45BN$BNBROOKFIELD Corp /ON/$4.1M0.7%-1%
46V$VVISA INC.$3.9M0.7%-38%83.5
47TSLA$TSLATesla, Inc.$3.9M0.6%-16%50.1
48IEX$IEXIDEX CORP /DE/$3.8M0.6%+0%60.6
49RIO$RIORIO TINTO PLC$3.8M0.6%-2%
50FTAI$FTAIFTAI Aviation Ltd.$3.7M0.6%-38%
51COST$COSTCOSTCO WHOLESALE CORP /NEW$3.6M0.6%-12%67
52BHP$BHPBHP Group Ltd$3.6M0.6%-2%
53CLH$CLHCLEAN HARBORS INC$3.5M0.6%-6%56.3
54HEI$HEIHEICO CORP$3.4M0.6%+0%79.2
55SPDR SERIES TRUST$3.4M0.6%+0%
56LECO$LECOLINCOLN ELECTRIC HOLDINGS INC$3.0M0.5%+71%67.5
57HD$HDHOME DEPOT, INC.$2.9M0.5%-50%69.2
58LLY$LLYELI LILLY & Co$2.8M0.5%-50%89.3
59ODFL$ODFLOLD DOMINION FREIGHT LINE, INC.$2.8M0.5%+54%68.1
60PI$PIIMPINJ INC$2.7M0.4%+134%35.3
61GE$GEGENERAL ELECTRIC CO$2.7M0.4%-39%74.8
62PFE$PFEPFIZER INC$2.6M0.4%-21%69
63TSAT$TSATTelesat Corp$2.5M0.4%+0%
64BA$BABOEING CO$2.5M0.4%+0%51.8
65SELECT SECTOR SPDR TR$2.5M0.4%+167%
66UPS$UPSUNITED PARCEL SERVICE INC$2.4M0.4%-62%58.2
67RKLB$RKLBRocket Lab Corp$2.3M0.4%-49%37.2
68TECK$TECKTECK RESOURCES LTD$2.3M0.4%-47%
69ISHARES TR$2.2M0.4%-60%
70CNI$CNICANADIAN NATIONAL RAILWAY CO$2.2M0.3%-24%
71SCHW$SCHWSCHWAB CHARLES CORP$2.1M0.3%-5%77.2
72INTU$INTUINTUIT INC.$2.1M0.3%+880%82
73NET$NETCloudflare, Inc.$2.1M0.3%NEW52.6
74ALGN$ALGNALIGN TECHNOLOGY INC$2.1M0.3%-15%58.2
75VNOM$VNOMViper Energy, Inc.$2.0M0.3%-7%
76JANUS DETROIT STR TR$2.0M0.3%-36%
77CRWD$CRWDCrowdStrike Holdings, Inc.$2.0M0.3%NEW55
78QXO$QXOQXO, Inc.$1.9M0.3%+0%53.5
79AON$AONAon plc$1.9M0.3%NEW
80ISHARES TR$1.9M0.3%-0%
81SNDK$SNDKSandisk Corp$1.9M0.3%NEW88.8
82TATT$TATTTAT TECHNOLOGIES LTD$1.9M0.3%-8%
83ISHARES TR$1.9M0.3%+0%
84BIIB$BIIBBIOGEN INC.$1.8M0.3%+0%65.6
85NTR$NTRNutrien Ltd.$1.8M0.3%-64%
86KRANESHARES TRUST$1.7M0.3%NEW
87RACE$RACEFerrari N.V.$1.7M0.3%-4%
88JNJ$JNJJOHNSON & JOHNSON$1.7M0.3%+0%72.8
89PEP$PEPPEPSICO INC$1.7M0.3%NEW62.7
90ALB$ALBALBEMARLE CORP$1.6M0.3%NEW50.2
91ETN$ETNEaton Corp plc$1.6M0.3%NEW
92ULTA$ULTAUlta Beauty, Inc.$1.6M0.3%NEW66.6
93ENB$ENBENBRIDGE INC$1.6M0.3%-31%
94ISHARES INC$1.6M0.3%+32%
95LDOS$LDOSLeidos Holdings, Inc.$1.6M0.3%NEW73.4
96ZTS$ZTSZoetis Inc.$1.5M0.3%-43%72.6
97BGSI$BGSIBoyd Group Services Inc.$1.5M0.3%+0%
98KMB$KMBKIMBERLY CLARK CORP$1.4M0.2%-25%61.7
99SPGI$SPGIS&P Global Inc.$1.4M0.2%-23%79.4
100RH$RHRH$1.4M0.2%+0%53.2
101ORCL$ORCLORACLE CORP$1.4M0.2%NEW67.2
102CCJ$CCJCAMECO CORP$1.4M0.2%+75%
103CPRT$CPRTCOPART INC$1.4M0.2%+0%74.9
104CL$CLCOLGATE PALMOLIVE CO$1.4M0.2%+433%72.4
105GLW$GLWCORNING INC /NY$1.4M0.2%+0%72.7
106MU$MUMICRON TECHNOLOGY INC$1.4M0.2%+33%88.4
107MSCI$MSCIMSCI Inc.$1.3M0.2%-55%77.6
108TRIP$TRIPTripAdvisor, Inc.$1.3M0.2%+317%51.5
109CRK$CRKCOMSTOCK RESOURCES INC$1.3M0.2%NEW59.9
110AXON$AXONAXON ENTERPRISE, INC.$1.3M0.2%NEW55.6
111WRBY$WRBYWarby Parker Inc.$1.3M0.2%+0%51.2
112HSIC$HSICHENRY SCHEIN INC$1.3M0.2%NEW52
113ILMN$ILMNILLUMINA, INC.$1.2M0.2%NEW62.5
114PLAB$PLABPHOTRONICS INC$1.2M0.2%+0%51.1
115AXP$AXPAMERICAN EXPRESS CO$1.2M0.2%NEW73.2
116MDT$MDTMedtronic plc$1.2M0.2%NEW
117BMM$BMMBlue Moon Metals Inc.$1.2M0.2%NEW
118TER$TERTERADYNE, INC$1.2M0.2%-79%74.6
119HBM$HBMHudbay Minerals Inc.$1.1M0.2%-39%
120MFC$MFCMANULIFE FINANCIAL CORP$1.1M0.2%-1%
121MGRC$MGRCMCGRATH RENTCORP$1.1M0.2%+0%59.2
122LYV$LYVLive Nation Entertainment, Inc.$1.1M0.2%-12%55
123FDX$FDXFEDEX CORP$1.1M0.2%+0%60.3
124MOH$MOHMOLINA HEALTHCARE, INC.$1.1M0.2%+33%60.5
125NKE$NKENIKE, Inc.$1.1M0.2%-33%53.4
126NFLX$NFLXNETFLIX INC$1.1M0.2%-50%86.7
127CAE$CAECAE INC$1.0M0.2%+0%
128BCO$BCOBRINKS CO$1.0M0.2%+0%52
129URI$URIUNITED RENTALS, INC.$1.0M0.2%-7%70.7
130SHOP$SHOPSHOPIFY INC.$1.0M0.2%-65%
131EFXT$EFXTEnerflex Ltd.$1.0M0.2%-59%
132VSE CORP$993,8270.2%-10%
133EVER$EVEREverQuote, Inc.$985,3380.2%+539%72.3
134AME$AMEAMETEK INC/$976,4100.2%+0%74.2
135GLOBAL X FDS$976,1970.2%-2%
136NTRA$NTRANatera, Inc.$969,9520.2%-45%46.4
137ORLA$ORLAOrla Mining Ltd.$962,9100.2%NEW
138TMO$TMOTHERMO FISHER SCIENTIFIC INC.$952,5850.2%-61%63.7
139CPNG$CPNGCoupang, Inc.$949,6640.2%NEW56.4
140BE$BEBloom Energy Corp$948,4300.2%-59%54.4
141DHR$DHRDANAHER CORP /DE/$948,0000.2%-50%63.9
142B$BBARRICK MINING CORP$927,0400.1%+292%
143TSM$TSMTAIWAN SEMICONDUCTOR MANUFACTURING CO LTD$882,0500.1%+0%
144ISHARES TR$858,1710.1%+20%
145CTVA$CTVACorteva, Inc.$841,2860.1%+0%48.4
146ONTO$ONTOONTO INNOVATION INC.$820,2800.1%NEW66.5
147DIS$DISWalt Disney Co$819,6160.1%-80%68.9
148SELECT SECTOR SPDR TR$819,5000.1%-33%
149SOLS$SOLSSolstice Advanced Materials Inc.$761,9050.1%NEW
150MAT$MATMATTEL INC /DE/$755,5600.1%-79%54
151IBIT$IBITiShares Bitcoin Trust ETF$738,7400.1%+315%
152CRH$CRHCRH PUBLIC LTD CO$731,1100.1%+0%
153BDX$BDXBECTON DICKINSON & CO$707,5350.1%+29%50.7
154NOA$NOANorth American Construction Group Ltd.$706,9550.1%-43%
155SITM$SITMSITIME Corp$690,7000.1%NEW44.6
156CHRW$CHRWC. H. ROBINSON WORLDWIDE, INC.$664,2800.1%NEW59.8
157RIG$RIGTransocean Ltd.$663,0000.1%NEW
158ALSN$ALSNAllison Transmission Holdings Inc$659,8670.1%+0%68.5
159PIMCO ETF TR$652,2970.1%-34%
160UFPI$UFPIUFP INDUSTRIES INC$644,8400.1%-42%52.7
161CSW$CSWCSW INDUSTRIALS, INC.$625,3920.1%+0%64.1
162WPP$WPPWPP plc$622,0000.1%-20%
163NATL$NATLNCR Atleos Corp$619,9260.1%-12%46.3
164USAS$USASAmericas Gold & Silver Corp$608,6340.1%-52%
165STN$STNSTANTEC INC$603,9310.1%-79%
166DECK$DECKDECKERS OUTDOOR CORP$600,5400.1%NEW83.2
167SYK$SYKSTRYKER CORP$596,3910.1%-87%69.8
168TCX$TCXTUCOWS INC /PA/$594,9540.1%-1%32.9
169SKE$SKESkeena Resources Ltd$594,4470.1%NEW
170BIPC$BIPCBrookfield Infrastructure Corp$590,9500.1%+0%
171UNP$UNPUNION PACIFIC CORP$570,1570.1%+0%74
172ISHARES TR$567,9000.1%+0%
173AMRZ$AMRZAmrize Ltd$532,1900.1%+0%
174ISHARES TR$514,5160.1%+0%
175BIP$BIPBrookfield Infrastructure Partners L.P.$510,5120.1%-26%
176LAMR$LAMRLAMAR ADVERTISING CO/NEW$506,6400.1%NEW67.8
177YMM$YMMFull Truck Alliance Co. Ltd.$491,9520.1%-83%
178GTES$GTESGates Industrial Corp plc$452,2000.1%+0%
179AGI$AGIALAMOS GOLD INC$434,1490.1%NEW
180NEE$NEENEXTERA ENERGY INC$432,9140.1%+1%71.7
181WMT$WMTWalmart Inc.$427,1500.1%+1%63.2
182NTSK$NTSKNetskope Inc$424,5000.1%NEW
183OSK$OSKOSHKOSH CORP$412,1880.1%+0%53
184OII$OIIOCEANEERING INTERNATIONAL INC$411,4520.1%NEW64.9
185REGN$REGNREGENERON PHARMACEUTICALS, INC.$406,4090.1%-91%75.1
186ISHARES TR$403,1880.1%-76%
187VMI$VMIVALMONT INDUSTRIES INC$399,5700.1%+0%60.1
188EQT$EQTEQT Corp$397,7500.1%+25%83.3
189CVE$CVECENOVUS ENERGY INC.$378,0200.1%-51%
190LUNR$LUNRIntuitive Machines, Inc.$371,2000.1%NEW39.2
191ISHARES TR$365,0790.1%-95%
192UBER$UBERUber Technologies, Inc$359,6500.1%NEW79.3
193SLF$SLFSUN LIFE FINANCIAL INC$359,1910.1%+1%
194GLD$GLDSPDR GOLD TRUST$354,9890.1%+0%
195EMA$EMAEMERA INC$349,1430.1%+0%
196EVLV$EVLVEvolv Technologies Holdings, Inc.$338,8000.1%+12%34.7
197VIAV$VIAVVIAVI SOLUTIONS INC.$333,1990.1%NEW42.9
198ALPS ETF TR$332,1800.1%NEW
199MGA$MGAMAGNA INTERNATIONAL INC$331,6830.1%+1%
200QNST$QNSTQUINSTREET, INC$331,4760.1%+38%68.9
201WSO$WSOWATSCO INC$331,0490.1%+0%58.9
202BAM$BAMBrookfield Asset Management Ltd.$330,9700.1%+0%
203CEPT$CEPTCantor Equity Partners II, Inc.$326,7000.1%NEW
204TGB$TGBTrekor Metals Ltd$323,1940.1%NEW
205ACN$ACNAccenture plc$321,0320.1%+59%
206SII$SIISPROTT INC.$300,2230.1%+0%
207VMET$VMETVersamet Royalties Corp$284,0950.1%NEW
208ISRG$ISRGINTUITIVE SURGICAL INC$277,5160.1%-5%81.4
209BAC$BACBANK OF AMERICA CORP /DE/$274,0240.1%+0%68.4
210ISHARES TR$264,0370.0%+0%
211AMPLIFY ETF TR$261,5060.0%+1%
212BKNG$BKNGBooking Holdings Inc.$261,0400.0%+0%55.3
213BSX$BSXBOSTON SCIENTIFIC CORP$255,1420.0%-91%79.9
214APP$APPAppLovin Corp$254,7200.0%+0%86.8
215USCF ETF TR$239,2220.0%NEW
216SPDR SERIES TRUST$219,6960.0%-95%
217LMT$LMTLOCKHEED MARTIN CORP$214,5580.0%-95%65
218LAZ$LAZLazard, Inc.$212,4000.0%NEW59.3
219IVZ$IVZInvesco Ltd.$207,2740.0%+0%
220DSGX$DSGXDESCARTES SYSTEMS GROUP INC$201,2240.0%+0%
221ETHE$ETHEGrayscale Ethereum Staking ETF$173,2610.0%+0%
222DNN$DNNDENISON MINES CORP.$143,9070.0%NEW
223TU$TUTELUS CORP$134,0450.0%-95%
224INFQ$INFQInfleqtion, Inc.$98,1000.0%NEW
225ADVISORSHARES TR$95,0050.0%NEW

New Positions (44)

MDA$MDA MDA Space Ltd.$4.5M
NET$NET Cloudflare, Inc.$2.1M
CRWD$CRWD CrowdStrike Holdings, Inc.$2.0M
AON$AON Aon plc$1.9M
SNDK$SNDK Sandisk Corp$1.9M
KRANESHARES TRUST$1.7M
PEP$PEP PEPSICO INC$1.7M
ALB$ALB ALBEMARLE CORP$1.6M
ETN$ETN Eaton Corp plc$1.6M
ULTA$ULTA Ulta Beauty, Inc.$1.6M
LDOS$LDOS Leidos Holdings, Inc.$1.6M
ORCL$ORCL ORACLE CORP$1.4M
CRK$CRK COMSTOCK RESOURCES INC$1.3M
AXON$AXON AXON ENTERPRISE, INC.$1.3M
HSIC$HSIC HENRY SCHEIN INC$1.3M

Exited Positions (41)

SPY$SPY SPDR S&P 500 ETF TRUST
MRK$MRK Merck & Co., Inc.
CRM$CRM Salesforce, Inc.
EBAY$EBAY EBAY INC
SBUX$SBUX STARBUCKS CORP
SPOT$SPOT Spotify Technology S.A.
VZLA$VZLA Vizsla Silver Corp.
FICO$FICO FAIR ISAAC CORP
TXN$TXN TEXAS INSTRUMENTS INC
HTZ$HTZ HERTZ GLOBAL HOLDINGS, INC
VSXY$VSXY Victoria's Secret & Co.
ABNB$ABNB Airbnb, Inc.
QCOM$QCOM QUALCOMM INC/DE
DXCM$DXCM DEXCOM INC
FISV$FISV FISERV INC

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