K.J. Harrison & Partners Inc
13F Reported Value
ⓘ$705.7M
Holdings
224
Latest Filing
2026-06-30
Filing Quarter
Q2 2026
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 $GOOG. 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 (27.1% 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.
AI Fund Analysis
Stable
$AAPL
$RY
$GOOG
$AMZN
$MSFT
$MGA
$EMA$GOOG
$BRK-ASector Allocation
AUM History
Top Equity Holdings by Value
Quarterly Activity — Q2 2026
Click any card to unlockTop Holdings
- 76.4#84
Quality
$53.1M183,674 sh - 74.8#76
Quality
$23.3M112,905 sh - 78.2#57
Quality
$21.5M60,134 sh - 68.7
Quality
$20.7M86,856 sh - 79.8
Quality
$15.9M42,540 sh - 76.4
Quality
$15.2M132,653 sh - —
Quality
$14.8M492,118 sh - 73.8
Quality
$14.5M28,923 sh - 45.6
Quality
$14.0M100,170 sh - 73.8
Quality
$12.0M16 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
| Apple Inc.$AAPL | 76.4#84 | $53.1M | 183,674 |
| ROYAL BANK OF CANADA$RY | 74.8#76 | $23.3M | 112,905 |
| Alphabet Inc.$GOOG | 78.2#57 | $21.5M | 60,134 |
| AMAZON COM INC$AMZN | 68.7 | $20.7M | 86,856 |
| MICROSOFT CORP$MSFT | 79.8 | $15.9M | 42,540 |
 CANADIAN IMPERIAL BANK OF COMMERCE /CAN/$CM | 76.4 | $15.2M | 132,653 |
 Sprott Physical Gold Trust$PHYS | — | $14.8M | 492,118 |
 BERKSHIRE HATHAWAY INC$BRK.B | 73.8 | $14.5M | 28,923 |
 INTEL CORP$INTC | 45.6 | $14.0M | 100,170 |
 BERKSHIRE HATHAWAY INC$BRK.A | 73.8 | $12.0M | 16 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of K.J. Harrison & Partners Inc's 224 positions.
Showing top 10 of 224 holdings.
Sector Allocation
Technology
$191.0M
Financials
$166.9M
Industrials
$95.2M
Other
$63.1M
Materials
$46.8M
Consumer Discretionary
$46.0M
Energy
$33.2M
Healthcare
$31.8M
Top Holdings — K.J. Harrison & Partners Inc (Q2 2026)
Top 150 of 224 disclosed positions (by reported value) from the latest Form 13F-HR, with quarter-over-quarter share changes and 13F Pro quality scores. Sourced from SEC EDGAR.
| # | Ticker | Company | Value | Weight | QoQ | Quality |
|---|---|---|---|---|---|---|
| 1 | $AAPL | Apple Inc. | $53.1M | 7.5% | +8% | 76.4 |
| 2 | $RY | ROYAL BANK OF CANADA | $23.3M | 3.3% | -10% | 74.8 |
| 3 | $GOOG | Alphabet Inc. | $21.5M | 3.0% | +11% | 78.2 |
| 4 | $AMZN | AMAZON COM INC | $20.7M | 2.9% | +24% | 68.7 |
| 5 | $MSFT | MICROSOFT CORP | $15.9M | 2.3% | +25% | 79.8 |
| 6 | $CM | CANADIAN IMPERIAL BANK OF COMMERCE /CAN/ | $15.2M | 2.2% | -4% | 76.4 |
| 7 | $PHYS | Sprott Physical Gold Trust | $14.8M | 2.1% | -3% | — |
| 8 | $BRK.B | BERKSHIRE HATHAWAY INC | $14.5M | 2.0% | +0% | 73.8 |
| 9 | $INTC | INTEL CORP | $14.0M | 2.0% | -56% | 45.6 |
| 10 | $BRK.A | BERKSHIRE HATHAWAY INC | $12.0M | 1.7% | +0% | 73.8 |
| 11 |  $NVDA | NVIDIA CORP | $11.1M | 1.6% | -37% | 85.9 |
| 12 |  $GS | GOLDMAN SACHS GROUP INC | $10.4M | 1.5% | -21% | 73.5 |
| 13 |  $META | Meta Platforms, Inc. | $9.7M | 1.4% | +7% | 79.6 |
| 14 |  $CP | CANADIAN PACIFIC KANSAS CITY LTD/CN | $9.6M | 1.4% | +87% | 69.7 |
| 15 |  $JPM | JPMORGAN CHASE & CO | $9.2M | 1.3% | -2% | 70.7 |
| 16 |  $RBA | RB GLOBAL INC. | $9.0M | 1.3% | -13% | 67.3 |
| 17 |  $TD | TORONTO DOMINION BANK | $8.6M | 1.2% | -1% | 80.5 |
| 18 | — | SPDR SERIES TRUST - ST STR SP HOME | $8.6M | 1.2% | +118% | — |
| 19 |  $PSLV | Sprott Physical Silver Trust | $8.4M | 1.2% | +107% | — |
| 20 |  $BMO | BANK OF MONTREAL /CAN/ | $8.2M | 1.2% | -3% | 76 |
| 21 |  $GE | GENERAL ELECTRIC CO | $8.1M | 1.1% | +128% | 73.8 |
| 22 |  $TFII | TFI International Inc. | $8.0M | 1.1% | -4% | — |
| 23 | — | GLOBAL X FDS - GLOBAL X COPPER | $7.8M | 1.1% | +55% | — |
| 24 |  $TSLA | Tesla, Inc. | $7.5M | 1.1% | +72% | 53.9 |
| 25 | — | ISHARES TR - US HOME CONS ETF | $7.0M | 1.0% | +43% | — |
| 26 |  $AEM | AGNICO EAGLE MINES LTD | $6.9M | 1.0% | -17% | — |
| 27 |  $CAT | CATERPILLAR INC | $6.6M | 0.9% | -18% | 66.5 |
| 28 |  $PBA | PEMBINA PIPELINE CORP | $6.3M | 0.9% | -17% | — |
| 29 |  $UNP | UNION PACIFIC CORP | $6.1M | 0.9% | +851% | 69.7 |
| 30 |  $TSM | TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD | $6.0M | 0.8% | +382% | — |
| 31 |  $MDT | Medtronic plc | $5.9M | 0.8% | +456% | 68.7 |
| 32 |  $MDA | MDA Space Ltd. | $5.9M | 0.8% | -20% | — |
| 33 |  $BNS | BANK OF NOVA SCOTIA | $5.7M | 0.8% | -0% | 71.1 |
| 34 |  $MS | MORGAN STANLEY | $5.7M | 0.8% | -34% | 75.8 |
| 35 |  $SHOP | SHOPIFY INC. | $5.6M | 0.8% | +472% | 64.9 |
| 36 | — | INVESCO EXCH TRADED FD TR II - S&P SMLCP INFO | $5.5M | 0.8% | NEW | — |
| 37 |  $BCE | BCE INC | $5.5M | 0.8% | +0% | 55 |
| 38 |  $VSEC | VSE CORP | $5.3M | 0.7% | +0% | 56.5 |
| 39 |  $CNQ | CANADIAN NATURAL RESOURCES Ltd | $5.2M | 0.7% | +1% | — |
| 40 |  $NTRA | Natera, Inc. | $5.1M | 0.7% | +289% | 53.5 |
| 41 |  $CNI | CANADIAN NATIONAL RAILWAY CO | $5.1M | 0.7% | +103% | — |
| 42 |  $XPO | XPO, Inc. | $4.9M | 0.7% | -14% | 58.4 |
| 43 |  $GOOGL | Alphabet Inc. | $4.9M | 0.7% | -39% | 78.2 |
| 44 |  $CEF | Sprott Physical Gold & Silver Trust | $4.8M | 0.7% | NEW | — |
| 45 |  $FCX | FREEPORT-MCMORAN INC | $4.8M | 0.7% | -30% | 62 |
| 46 |  $NEM | NEWMONT Corp /DE/ | $4.7M | 0.7% | -16% | 86.8 |
| 47 |  $NTR | Nutrien Ltd. | $4.7M | 0.7% | +217% | — |
| 48 |  $MA | Mastercard Inc | $4.5M | 0.6% | -10% | 85.1 |
| 49 |  $TRP | TC ENERGY CORP | $4.5M | 0.6% | +2% | — |
| 50 | — | VSE CORP - UNIT 02/01/2029 | $4.5M | 0.6% | +294% | — |
| 51 |  $V | VISA INC. | $4.5M | 0.6% | +0% | 82.9 |
| 52 |  $HEI | HEICO CORP | $4.3M | 0.6% | -2% | 75.6 |
| 53 |  $GFL | GFL Environmental Inc. | $4.1M | 0.6% | NEW | — |
| 54 |  $BHP | BHP Group Ltd | $4.1M | 0.6% | +0% | — |
| 55 |  $SU | SUNCOR ENERGY INC | $4.0M | 0.6% | +1% | — |
| 56 |  $BN | BROOKFIELD Corp /ON/ | $3.9M | 0.6% | -9% | — |
| 57 |  $RIO | RIO TINTO PLC | $3.8M | 0.5% | +0% | — |
| 58 |  $GEHC | GE HealthCare Technologies Inc. | $3.7M | 0.5% | NEW | 55.7 |
| 59 |  $WSC | WillScot Holdings Corp | $3.7M | 0.5% | -51% | 47.5 |
| 60 | — | VANECK ETF TRUST - JUNIOR GOLD MINE | $3.7M | 0.5% | -36% | — |
| 61 |  $LLY | ELI LILLY & Co | $3.6M | 0.5% | -0% | 87.5 |
| 62 |  $HBM | Hudbay Minerals Inc. | $3.6M | 0.5% | +176% | — |
| 63 |  $CVLT | COMMVAULT SYSTEMS INC | $3.5M | 0.5% | NEW | 62.3 |
| 64 | — | GLASS HOUSE BRANDS INC - SUB REG LTD VTG | $3.5M | 0.5% | NEW | — |
| 65 |  $SPY | SPDR S&P 500 ETF TRUST | $3.5M | 0.5% | NEW | — |
| 66 |  $PANW | Palo Alto Networks Inc | $3.4M | 0.5% | NEW | 65.5 |
| 67 |  $COST | COSTCO WHOLESALE CORP /NEW | $3.4M | 0.5% | +1% | 66.2 |
| 68 |  $TSAT | Telesat Corp | $3.3M | 0.5% | -6% | — |
| 69 |  $FTAI | FTAI Aviation Ltd. | $3.2M | 0.5% | -20% | — |
| 70 |  $RKLB | Rocket Lab Corp | $3.2M | 0.5% | -14% | 39.9 |
| 71 |  $CLH | CLEAN HARBORS INC | $3.1M | 0.4% | -17% | 55.6 |
| 72 |  $ULTA | Ulta Beauty, Inc. | $2.9M | 0.4% | +115% | 67.3 |
| 73 | — | SELECT SECTOR SPDR TR - ST STR TECHN ETF | $2.9M | 0.4% | -71% | — |
| 74 |  $VNOM | Viper Energy, Inc. | $2.9M | 0.4% | +58% | 71.8 |
| 75 |  $ATS | ATS Corp /ATS | $2.9M | 0.4% | NEW | — |
| 76 |  $CCJ | CAMECO CORP | $2.9M | 0.4% | +119% | — |
| 77 |  $HD | HOME DEPOT, INC. | $2.8M | 0.4% | -11% | 60.3 |
| 78 |  $OKTA | Okta, Inc. | $2.7M | 0.4% | NEW | 64.7 |
| 79 |  $AMT | AMERICAN TOWER CORP /MA/ | $2.7M | 0.4% | NEW | 66.3 |
| 80 |  $TECK | TECK RESOURCES LTD | $2.6M | 0.4% | -1% | — |
| 81 |  $ODFL | OLD DOMINION FREIGHT LINE, INC. | $2.6M | 0.4% | -15% | 61.3 |
| 82 |  $MCO | MOODYS CORP /DE/ | $2.5M | 0.4% | -42% | 79.1 |
| 83 |  $BABA | Alibaba Group Holding Ltd | $2.5M | 0.4% | NEW | — |
| 84 |  $BA | BOEING CO | $2.5M | 0.3% | -8% | 61.6 |
| 85 |  $PI | IMPINJ INC | $2.3M | 0.3% | -39% | 41.1 |
| 86 |  $PFE | PFIZER INC | $2.2M | 0.3% | -1% | 62 |
| 87 |  $LNG | Cheniere Energy, Inc. | $2.2M | 0.3% | NEW | 66.5 |
| 88 |  $BIIB | BIOGEN INC. | $2.2M | 0.3% | +0% | 64.7 |
| 89 | — | ISHARES TR - CORE S&P MCP ETF | $2.2M | 0.3% | +0% | — |
| 90 |  $PLXS | PLEXUS CORP | $2.1M | 0.3% | NEW | 62.5 |
| 91 |  $SCHW | SCHWAB CHARLES CORP | $2.1M | 0.3% | +0% | 79.4 |
| 92 |  $AON | Aon plc | $2.0M | 0.3% | +0% | — |
| 93 |  $AVGO | Broadcom Inc. | $2.0M | 0.3% | NEW | 84.5 |
| 94 | — | VANECK ETF TRUST - GOLD MINERS ETF | $1.9M | 0.3% | -51% | — |
| 95 | — | JANUS DETROIT STR TR - HENDRSON AAA CL | $1.9M | 0.3% | -2% | — |
| 96 |  $BEPC | Brookfield Renewable Corp | $1.9M | 0.3% | NEW | — |
| 97 | — | ISHARES TR - 1 3 YR TREAS BD | $1.9M | 0.3% | +0% | — |
| 98 |  $ALGN | ALIGN TECHNOLOGY INC | $1.9M | 0.3% | -8% | 58.9 |
| 99 |  $EQT | EQT Corp | $1.9M | 0.3% | +460% | 83.7 |
| 100 |  $TER | TERADYNE, INC | $1.9M | 0.3% | -1% | 77.3 |
| 101 |  $W | Wayfair Inc. | $1.8M | 0.3% | NEW | 43.8 |
| 102 |  $JNJ | JOHNSON & JOHNSON | $1.8M | 0.3% | +1% | 69 |
| 103 |  $ILMN | ILLUMINA, INC. | $1.8M | 0.3% | +0% | 60.4 |
| 104 |  $CPNG | Coupang, Inc. | $1.7M | 0.3% | +99% | 50.6 |
| 105 |  $HAL | HALLIBURTON CO | $1.7M | 0.2% | -55% | 53.2 |
| 106 |  $NOK | NOKIA CORP | $1.7M | 0.2% | NEW | — |
| 107 |  $ENB | ENBRIDGE INC | $1.6M | 0.2% | +5% | 66.7 |
| 108 |  $IBIT | iShares Bitcoin Trust ETF | $1.6M | 0.2% | +156% | — |
| 109 |  $LECO | LINCOLN ELECTRIC HOLDINGS INC | $1.6M | 0.2% | -50% | 60.1 |
| 110 |  $BDX | BECTON DICKINSON & CO | $1.6M | 0.2% | +133% | 59 |
| 111 |  $URI | UNITED RENTALS, INC. | $1.6M | 0.2% | +0% | 63.9 |
| 112 |  $SGI | SOMNIGROUP INTERNATIONAL INC. | $1.6M | 0.2% | NEW | 71.6 |
| 113 |  $TRIP | TripAdvisor, Inc. | $1.5M | 0.2% | -11% | 40.8 |
| 114 | — | KRANESHARES TRUST - CSI CHI INTERNET | $1.5M | 0.2% | +0% | — |
| 115 |  $CPRT | COPART INC | $1.4M | 0.2% | +23% | 69.1 |
| 116 |  $MSCI | MSCI Inc. | $1.4M | 0.2% | +0% | 75.7 |
| 117 |  $FLY | Firefly Aerospace Inc. | $1.3M | 0.2% | NEW | 32.6 |
| 118 |  $NBIS | Nebius Group N.V. | $1.3M | 0.2% | NEW | — |
| 119 |  $LYV | Live Nation Entertainment, Inc. | $1.3M | 0.2% | -1% | 52.9 |
| 120 |  $EXE | EXPAND ENERGY Corp | $1.3M | 0.2% | NEW | 80.8 |
| 121 |  $BIP | Brookfield Infrastructure Partners L.P. | $1.3M | 0.2% | +146% | — |
| 122 |  $CHWY | Chewy, Inc. | $1.3M | 0.2% | NEW | 56.3 |
| 123 | — | ISHARES TR - MSCI ACWI ETF | $1.2M | 0.2% | +28% | — |
| 124 |  $ALB | ALBEMARLE CORP | $1.2M | 0.2% | +0% | 53.3 |
| 125 |  $MGRC | MCGRATH RENTCORP | $1.2M | 0.2% | +0% | 59.5 |
| 126 |  $EFXT | Enerflex Ltd. | $1.2M | 0.2% | +0% | — |
| 127 |  $BIPC | Brookfield Infrastructure Corp | $1.2M | 0.2% | +103% | — |
| 128 |  $ASTS | AST SpaceMobile, Inc. | $1.2M | 0.2% | NEW | 30.8 |
| 129 |  $LION | Lionsgate Studios Corp. | $1.1M | 0.2% | NEW | 43.4 |
| 130 |  $RKT | Rocket Companies, Inc. | $1.1M | 0.2% | NEW | 74.2 |
| 131 |  $CLS | CELESTICA INC | $1.1M | 0.1% | NEW | 69.8 |
| 132 |  $AME | AMETEK INC/ | $1.1M | 0.1% | -2% | 69.7 |
| 133 |  $MFC | MANULIFE FINANCIAL CORP | $1.1M | 0.1% | -18% | — |
| 134 |  $AXP | AMERICAN EXPRESS CO | $1.0M | 0.1% | -23% | 69.4 |
| 135 |  $SBUX | STARBUCKS CORP | $1.0M | 0.1% | NEW | 58.2 |
| 136 |  $SPGI | S&P Global Inc. | $1.0M | 0.1% | -25% | 76.1 |
| 137 |  $ALM | Almonty Industries Inc. | $990,570 | 0.1% | NEW | — |
| 138 |  $TMO | THERMO FISHER SCIENTIFIC INC. | $951,581 | 0.1% | -2% | 65.1 |
| 139 |  $BMM | Blue Moon Metals Inc. | $950,035 | 0.1% | -17% | — |
| 140 |  $FDX | FEDEX CORP | $945,653 | 0.1% | +0% | 60.3 |
| 141 | — | ISHARES TR - RUSSELL 2000 ETF | $924,184 | 0.1% | -66% | — |
| 142 |  $SOLS | Solstice Advanced Materials Inc. | $886,354 | 0.1% | +0% | 61.6 |
| 143 |  $ABNB | Airbnb, Inc. | $861,319 | 0.1% | NEW | 71 |
| 144 |  $SPCX | SPACE EXPLORATION TECHNOLOGIES CORP | $854,300 | 0.1% | NEW | — |
| 145 |  $CTVA | Corteva, Inc. | $851,135 | 0.1% | +0% | 47.2 |
| 146 |  $B | BARRICK MINING CORP | $827,464 | 0.1% | -1% | 69.6 |
| 147 |  $ADBE | ADOBE INC. | $822,540 | 0.1% | NEW | 77.6 |
| 148 |  $ORLA | Orla Mining Ltd. | $780,859 | 0.1% | +33% | — |
| 149 |  $ELF | e.l.f. Beauty, Inc. | $740,000 | 0.1% | NEW | 58.2 |
| 150 |  $NMG | Nouveau Monde Graphite Inc. | $738,916 | 0.1% | NEW | — |
New Positions (55)
$CEF Sprott Physical Gold & Silver Trust$4.8M$GFL GFL Environmental Inc.$4.1M$GEHC GE HealthCare Technologies Inc.$3.7M$CVLT COMMVAULT SYSTEMS INC$3.5M$SPY SPDR S&P 500 ETF TRUST$3.5M$PANW Palo Alto Networks Inc$3.4M$ATS ATS Corp /ATS$2.9M$OKTA Okta, Inc.$2.7M$AMT AMERICAN TOWER CORP /MA/$2.7M$BABA Alibaba Group Holding Ltd$2.5M$LNG Cheniere Energy, Inc.$2.2M$PLXS PLEXUS CORP$2.1M$AVGO Broadcom Inc.$2.0MExited Positions (56)
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$KMB KIMBERLY CLARK CORPBrowse Top Institutional Investors
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