K.J. Harrison & Partners Inc

CIK

1418359

Location

TORONTO, A6

Portfolio Value

Small $653,642,459

Diversification

Diversified

Filing Date

Global Rank

#2,458 / 8,700 ▲ 666

Top Industry

Banks - Diversified 11.0%

Period ended 2 months ago

Filed Aug 7, 2026 · 36d

26 quarters · since Mar 2020

Portfolio Concentration

196 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026

Top Position

8.1%

+1.0 pts

Top 5

23.0%

+1.8 pts

Top 10

33.8%

+1.4 pts

HHI

194

Diversified+16

Portfolio Trend

26 quarters · across all stocks

Sector Breakdown

As of Jun 30, 2026

Sector	% Portfolio	Value	Positions
Financial Services	25.7%	$167,867,728	28
Technology	20.7%	$135,402,768	27
Industrials	17.8%	$116,475,819	38
Consumer Cyclical	7.5%	$49,050,018	17
Communication Services	7.0%	$46,006,207	10
Basic Materials	7.0%	$45,932,065	24
Healthcare	5.7%	$37,336,481	20
Energy	5.5%	$36,238,577	15
Unclassified	1.2%	$7,639,765	7
Consumer Defensive	0.7%	$4,552,694	4
Utilities	0.7%	$4,441,432	5
Real Estate	0.4%	$2,698,905	1

Last Quarter's Activity

Export CSV

Jun 30, 2026 vs Mar 31, 2026

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
PSLV	Sprott Physical Silver Trust	+230,013	445,981	$8,415,661
HBM	Hudbay Minerals Inc.	+96,450	151,350	$3,573,373
MDT	Medtronic plc	+62,000	75,596	$5,913,875
VSEC	Vse Corp	+58,000	100,758	$9,739,803
CP	Canadian Pacific Kansas City Ltd/Cn	+51,759	111,366	$9,649,863
NTR	Nutrien Ltd.	+51,557	75,327	$4,741,834
CPNG	Coupang, Inc.	+50,000	100,300	$1,742,211
SHOP	Shopify Inc.	+40,221	48,748	$5,566,046
IBIT	iShares Bitcoin Trust ETF	+30,000	49,228	$1,638,800
EQT	EQT Corp	+28,750	35,000	$1,860,950
VNOM	Viper Energy, Inc.	+25,000	68,000	$2,883,200
CNI	Canadian National Railway Co	+21,673	42,654	$5,086,062
BIPH	Brookfield Infrastructure Partners L.P.	+20,747	34,928	$538,589
—		+20,000	80,000	$783,200
UNP	Union Pacific Corp	+20,000	22,350	$6,079,200
AMZN	Amazon Com Inc	+17,002	86,856	$20,701,259
BIPC	Brookfield Infrastructure Corp	+15,500	30,485	$1,173,672
CCJ	Cameco Corp	+15,300	28,107	$2,862,979
NTRA	Natera, Inc.	+14,000	18,850	$5,116,832
AAPL	Apple Inc.	+13,202	183,674	$53,147,908
GE	General Electric Co	+12,095	21,557	$8,056,497
AGI	Alamos Gold Inc	+11,500	21,278	$645,574
TSM	Taiwan Semiconductor Manufacturing Co Ltd	+9,974	12,584	$6,009,740
CPRT	Copart Inc	+9,700	51,000	$1,437,690
MSFT	Microsoft Corp	+8,569	42,540	$15,868,270
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
WSC	WillScot Holdings Corp	−132,500	128,300	$3,702,738
INTC	Intel Corp	−127,000	100,170	$13,986,737
USAS	Americas Gold & Silver Corp	−100,000	16,856	$79,560
HAL	Halliburton Co	−60,000	50,000	$1,697,500
EVER	EverQuote, Inc.	−53,900	10,000	$237,900
CRK	Comstock Resources Inc	−45,500	16,100	$240,212
MDA	MDA Space Ltd.	−36,300	142,500	$5,882,400
FCX	Freeport-Mcmoran Inc	−33,416	76,607	$4,817,814
NVDA	Nvidia Corp	−32,716	55,569	$11,118,801
BMM	Blue Moon Metals Inc.	−30,000	150,000	$958,500
PBA	Pembina Pipeline Corp	−27,055	135,551	$6,269,233
TRIP	TripAdvisor, Inc.	−13,847	111,153	$1,523,907
MS	Morgan Stanley	−13,700	27,031	$5,650,560
PHYS	Sprott Physical Gold Trust	−13,160	492,118	$14,847,200
RY	Royal Bank Of Canada	−12,672	112,905	$23,367,947
RBA	Rb Global Inc.	−11,650	77,088	$8,976,897
PI	Impinj Inc	−10,200	16,000	$2,291,680
NEM	NEWMONT Corp /DE/	−10,000	50,795	$4,744,253
AEM	Agnico Eagle Mines Ltd	−9,448	44,645	$6,925,778
BN	BROOKFIELD Corp /ON/	−8,716	92,095	$3,922,326
LUNR	Intuitive Machines, Inc.	−7,000	13,000	$278,070
CM	Canadian Imperial Bank Of Commerce /Can/	−6,230	132,653	$15,255,095
LECO	Lincoln Electric Holdings Inc	−6,000	6,000	$1,593,060
MFC	Manulife Financial Corp	−5,858	26,403	$1,069,585
BE	Bloom Energy Corp	−5,000	2,000	$605,400
No positions match the current search.

New Positions

Positions the filer opened this quarter

25 positions

Ticker	Company	Shares	Value
CEF	Sprott Physical Gold & Silver Trust	120,351	$4,841,720
GFL	GFL Environmental Inc.	112,537	$4,140,236
GEHC	GE HealthCare Technologies Inc.	58,367	$3,736,071
GLAS	Glass House Brands Inc.	286,154	$3,720,002
CVLT	Commvault Systems Inc	25,000	$3,543,250
SPY	Spdr S&P 500 ETF Trust	4,654	$3,475,467
PANW	Palo Alto Networks Inc	10,048	$3,426,568
ATS	ATS Corp /ATS	100,000	$2,878,000
OKTA	Okta, Inc.	20,000	$2,729,000
AMT	American Tower Corp /Ma/	16,500	$2,698,905
BABA	Alibaba Group Holding Ltd	26,300	$2,524,274
LNG	Cheniere Energy, Inc.	9,081	$2,170,449
PLXS	Plexus Corp	7,000	$2,104,690
AVGO	Broadcom Inc.	5,174	$1,954,478
BEP	Brookfield Renewable Partners L.P.	55,512	$1,927,931
W	Wayfair Inc.	20,000	$1,848,400
NOK	Nokia Corp	125,000	$1,660,000
SGI	Somnigroup International Inc.	20,000	$1,568,000
FLY	Firefly Aerospace Inc.	45,000	$1,323,000
NBIS	Nebius Group N.V.	4,760	$1,314,569
EXE	EXPAND ENERGY Corp	14,000	$1,276,660
CHWY	Chewy, Inc.	64,000	$1,257,600
ASTS	AST SpaceMobile, Inc.	13,000	$1,155,180
LION	Lionsgate Studios Corp.	75,000	$1,148,250
RKT	Rocket Companies, Inc.	72,134	$1,136,110
No positions match the current search.

Sold Out

Positions the filer fully exited

25 positions

Ticker	Company	Shares	Value
AAXJ	iShares MSCI All Country Asia ex Japan ETF	134,436	$12,715,559
AFK	VanEck Africa Index ETF	110,900	$11,825,575
XLBI	State Street Materials Select Sector SPDR Premium Income ETF	91,454	$9,288,636
AGNG	Global X Funds Global X Aging Population ETF	86,292	$6,453,572
IEX	Idex Corp /De/	20,000	$3,791,000
BWX	State Street SPDR Bloomberg International Treasury Bond ETF	35,720	$3,576,175
UPS	United Parcel Service Inc	24,000	$2,361,120
BKF	iShares MSCI BIC ETF	29,857	$2,129,851
INTU	Intuit Inc.	4,900	$2,118,662
NET	Cloudflare, Inc.	10,100	$2,084,034
JA	Janus Henderson AA-A CLO ETF	38,950	$1,961,911
CRWD	CrowdStrike Holdings, Inc.	5,000	$1,952,050
QXO	QXO, Inc.	100,000	$1,942,000
SNDK	Sandisk Corp	3,001	$1,906,655
TATT	Tat Technologies Ltd	46,800	$1,901,484
—		61,480	$1,747,876
RACE	Ferrari N.V.	5,000	$1,692,250
PEP	Pepsico Inc	10,661	$1,655,546
LDOS	Leidos Holdings, Inc.	10,000	$1,555,200
ZTS	Zoetis Inc.	13,000	$1,536,730
BGSI	Boyd Group Services Inc.	11,800	$1,508,748
KMB	Kimberly Clark Corp	15,000	$1,447,050
RH	Rh	10,000	$1,398,200
CL	Colgate Palmolive Co	16,000	$1,363,680
GLW	Corning Inc /Ny	10,009	$1,360,923
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

196 tracked positions · $653,642,459 total · filing declares 224 positions · $705,708,295 · as of Jun 30, 2026

All sectors Basic Materials Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Real Estate Technology Utilities

Showing 1–50 of 196 positions by value · page 1 of 4

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
AAPL	Apple Inc. Technology	Added	183,674	+13,202	$53,147,908	+22.8%	8.13%
BRK-B	Berkshire Hathaway Inc Financial Services	Added	28,939	+15	$26,454,379	+4.4%	4.05%
GOOGL	Alphabet Inc. Communication Services	Reduced	73,902	-2,795	$26,354,734	+19.6%	4.03%
RY	Royal Bank Of Canada Financial Services	Reduced	112,905	-12,672	$23,367,947	+15.0%	3.58%
AMZN	Amazon Com Inc Consumer Cyclical	Added	86,856	+17,002	$20,701,259	+42.3%	3.17%
MSFT	Microsoft Corp Technology	Added	42,540	+8,569	$15,868,270	+26.2%	2.43%
CM	Canadian Imperial Bank Of Commerce /Can/ Financial Services	Reduced	132,653	-6,230	$15,255,095	+15.9%	2.33%
PHYS	Sprott Physical Gold Trust Financial Services	Reduced	492,118	-13,160	$14,847,200	−17.1%	2.27%
INTC	Intel Corp Technology	Reduced	100,170	-127,000	$13,986,737	+39.5%	2.14%
NVDA	Nvidia Corp Technology	Reduced	55,569	-32,716	$11,118,801	−27.8%	1.70%
GS	Goldman Sachs Group Inc Financial Services	Reduced	10,265	-2,766	$10,381,713	−5.8%	1.59%
VSEC	Vse Corp Industrials	Added	100,758	+58,000	$9,739,803	+86.1%	1.49%
META	Meta Platforms, Inc. Communication Services	Added	17,169	+1,091	$9,671,126	+5.1%	1.48%
CP	Canadian Pacific Kansas City Ltd/Cn Industrials	Added	111,366	+51,759	$9,649,863	+105.8%	1.48%
JPM	Jpmorgan Chase & Co Financial Services	Reduced	28,155	-691	$9,215,976	+8.6%	1.41%
RBA	Rb Global Inc. Industrials	Reduced	77,088	-11,650	$8,976,897	+5.5%	1.37%
TD	Toronto Dominion Bank Financial Services	Reduced	70,814	-507	$8,598,944	+29.2%	1.32%
PSLV	Sprott Physical Silver Trust Financial Services	Added	445,981	+230,013	$8,415,661	+59.8%	1.29%
BMO	Bank Of Montreal /Can/ Financial Services	Reduced	46,708	-1,250	$8,253,303	+27.2%	1.26%
GE	General Electric Co Industrials	Added	21,557	+12,095	$8,056,497	+200.1%	1.23%
TFII	TFI International Inc. Industrials	Reduced	55,920	-2,375	$8,028,434	+26.8%	1.23%
TSLA	Tesla, Inc. Consumer Cyclical	Added	17,889	+7,500	$7,524,113	+94.8%	1.15%
AEM	Agnico Eagle Mines Ltd Basic Materials	Reduced	44,645	-9,448	$6,925,778	−36.9%	1.06%
CAT	Caterpillar Inc Industrials	Reduced	6,175	-1,390	$6,575,757	+22.7%	1.01%
PBA	Pembina Pipeline Corp Energy	Reduced	135,551	-27,055	$6,269,233	−13.9%	0.96%
UNP	Union Pacific Corp Industrials	Added	22,350	+20,000	$6,079,200	+966.2%	0.93%
TSM	Taiwan Semiconductor Manufacturing Co Ltd Technology	Added	12,584	+9,974	$6,009,740	+581.3%	0.92%
MDT	Medtronic plc Healthcare	Added	75,596	+62,000	$5,913,875	+402.0%	0.90%
MDA	MDA Space Ltd. Industrials	Reduced	142,500	-36,300	$5,882,400	+29.9%	0.90%
BNS	Bank Of Nova Scotia Financial Services	Reduced	65,949	-2	$5,727,011	+25.3%	0.88%
MS	Morgan Stanley Financial Services	Reduced	27,031	-13,700	$5,650,560	−15.7%	0.86%
SHOP	Shopify Inc. Technology	Added	48,748	+40,221	$5,566,046	+450.3%	0.85%
BCE	Bce Inc Communication Services	Added	254,812	+105	$5,481,006	−14.7%	0.84%
CNQ	CANADIAN NATURAL RESOURCES Ltd Energy	Added	131,967	+1,036	$5,212,696	−18.3%	0.80%
NTRA	Natera, Inc. Healthcare	Added	18,850	+14,000	$5,116,832	+427.5%	0.78%
CNI	Canadian National Railway Co Industrials	Added	42,654	+21,673	$5,086,062	+135.9%	0.78%
XPO	XPO, Inc. Industrials	Reduced	24,000	-4,000	$4,926,960	−9.6%	0.75%
CEF	Sprott Physical Gold & Silver Trust Financial Services	NEW	120,351	NEW	$4,841,720	NEW	0.74%
FCX	Freeport-Mcmoran Inc Basic Materials	Reduced	76,607	-33,416	$4,817,814	−25.5%	0.74%
NEM	NEWMONT Corp /DE/ Basic Materials	Reduced	50,795	-10,000	$4,744,253	−27.9%	0.73%
NTR	Nutrien Ltd. Basic Materials	Added	75,327	+51,557	$4,741,834	+164.4%	0.73%
MA	Mastercard Inc Financial Services	Reduced	8,823	-988	$4,531,492	−7.6%	0.69%
TRP	Tc Energy Corp Energy	Added	68,121	+1,035	$4,515,741	+7.5%	0.69%
V	Visa Inc. Financial Services	Added	13,063	+45	$4,481,784	+13.9%	0.69%
HEI	Heico Corp Industrials	Reduced	12,000	-300	$4,274,280	+26.7%	0.65%
GFL	GFL Environmental Inc. Industrials	NEW	112,537	NEW	$4,140,236	NEW	0.63%
BHP	BHP Group Ltd Basic Materials	Held	49,005	0	$4,082,606	+14.5%	0.62%
SU	Suncor Energy Inc Energy	Added	73,769	+512	$3,959,919	−18.2%	0.61%
BN	BROOKFIELD Corp /ON/ Financial Services	Reduced	92,095	-8,716	$3,922,326	−3.9%	0.60%
RIO	Rio Tinto PLC Basic Materials	Held	40,250	0	$3,820,932	+1.8%	0.58%

Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.