K.J. Harrison & Partners
TORONTO, A6files as K.J. Harrison & Partners Inc
$706m in 224 US stocks at the end of 30 June 2026. The top 10 are 29.1% of the money. It changed about 23.7% of the portfolio this quarter.
Value
$706m
Stocks
224
Top 10 share
29.1%
Turnover
23.7%
What changed this quarter
New
Bought for the first time this quarter.
- Invesco Exch Traded FD TR IIPSCT0.8% of the fund
- Sprott Asset Management LPCEF0.7% of the fund
- GFL EnvironmentalGFL0.6% of the fund
- GE HealthCare TechnologiesGEHC0.5% of the fund
- Commvault SystemsCVLT0.5% of the fund
- Glass House BrandsGLAS0.5% of the fund
- State STR Spdr S&P 500 ETF TSPY0.5% of the fund
- Palo Alto NetworksPANW0.5% of the fund
- ATS Corp /ATSATS0.4% of the fund
- OktaOKTA0.4% of the fund
- American TowerAMT0.4% of the fund
- Alibaba Group HldgBABA0.4% of the fund
- Cheniere EnergyLNG0.3% of the fund
- PlexusPLXS0.3% of the fund
- BroadcomAVGO0.3% of the fund
- Brookfield Renewable EnergyBEP0.3% of the fund
- WayfairW0.3% of the fund
- NokiaNOK0.2% of the fund
- Somnigroup InternationalSGI0.2% of the fund
- Firefly AerospaceFLY0.2% of the fund
- Nebius GroupNBIS0.2% of the fund
- Expand EnergyEXE0.2% of the fund
- ChewyCHWY0.2% of the fund
- AST SpaceMobileASTS0.2% of the fund
- Lionsgate StudiosLION0.2% of the fund
Added
Bought more of a stock they already held.
- AppleAAPL7.5% of the fund+8%
- AlphabetGOOGL3.0% of the fund+11%
- Amazon.comAMZN2.9% of the fund+24%
- MicrosoftMSFT2.2% of the fund+25%
- Meta PlatformsMETA1.4% of the fund+7%
- Canadian Pacific Kansas CityCP1.4% of the fund+87%
- Spdr Series TrustXHB1.2% of the fund+118%
- Sprott Asset Management LPPSLV1.2% of the fund+107%
- General ElectricGE1.1% of the fund+128%
- Global X FDSCOPX1.1% of the fund+55%
- TeslaTSLA1.1% of the fund+72%
- Ishares TRITB1.0% of the fund+43%
- Union PacificUNP0.9% of the fund+851%
- Taiwan Semiconductor ManufacturingTSM0.9% of the fund+382%
- MedtronicMDT0.8% of the fund+456%
- ShopifySHOP0.8% of the fund+472%
- NateraNTRA0.7% of the fund+289%
- Canadian National RailwayCNI0.7% of the fund+103%
- NutrienNTR0.7% of the fund+217%
- VSE0.6% of the fund+294%
- Hudbay MineralsHBM0.5% of the fund+176%
- Ulta BeautyULTA0.4% of the fund+115%
- Viper EnergyVNOM0.4% of the fund+58%
- CamecoCCJ0.4% of the fund+119%
- EQTEQT0.3% of the fund+460%
Cut
Sold some of their stake.
- Royal Bank of CanadaRY3.3% of the fund-10%
- Canadian Imperial Bank of Commerce /canCM2.2% of the fund-4%
- Sprott Asset Management LPPHYS2.1% of the fund-3%
- IntelINTC2.0% of the fund-56%
- NvidiaNVDA1.6% of the fund-37%
- Goldman Sachs GroupGS1.5% of the fund-21%
- JPMorgan ChaseJPM1.3% of the fund-2%
- RB GlobalRBA1.3% of the fund-13%
- Bank of Montreal /canBMO1.2% of the fund-3%
- TFI InternationalTFII1.1% of the fund-4%
- Agnico Eagle MinesAEM1.0% of the fund-17%
- CaterpillarCAT0.9% of the fund-18%
- Pembina PipelinePBA0.9% of the fund-17%
- MDA SpaceMDA0.8% of the fund-20%
- Morgan StanleyMS0.8% of the fund-34%
- XPOXPO0.7% of the fund-14%
- AlphabetGOOG0.7% of the fund-39%
- Freeport-McMoRanFCX0.7% of the fund-30%
- NewmontNEM0.7% of the fund-16%
- MastercardMA0.6% of the fund-10%
- HeicoHEI0.6% of the fund-2%
- BrookfieldBN0.6% of the fund-9%
- WillScot HoldingsWSC0.5% of the fund-51%
- Vaneck ETF TrustGDXJ0.5% of the fund-36%
- TelesatTSAT0.5% of the fund-6%
Sold out
Sold their entire stake.
- IdexIEX-100%
- Select Sector Spdr TRXLE-100%
- United Parcel ServiceUPS-100%
- IntuitINTU-100%
- CloudflareNET-100%
- CrowdStrike HoldingsCRWD-100%
- QXOQXO-100%
- SandiskSNDK-100%
- TAT TechnologiesTATT-100%
- FerrariRACE-100%
- PepsiCoPEP-100%
- Leidos HoldingsLDOS-100%
- ZoetisZTS-100%
- Boyd Group ServicesBGSI-100%
- Kimberly-ClarkKMB-100%
- RHRH-100%
- Colgate-PalmoliveCL-100%
- CorningGLW-100%
- Axon EnterpriseAXON-100%
- Warby ParkerWRBY-100%
- Henry ScheinHSIC-100%
- PhotronicsPLAB-100%
- Molina HealthcareMOH-100%
- NikeNKE-100%
- NetflixNFLX-100%
Holdings
- Royal Bank of CanadaRY
- Share
- 3.3%
- Value
- $23m
- Shares
- 112,905
-10%
- Canadian Imperial Bank of Commerce /canCM
- Share
- 2.2%
- Value
- $15m
- Shares
- 132,653
-4%
- Sprott Asset Management LPPHYS
- Share
- 2.1%
- Value
- $15m
- Shares
- 492,118
-3%
- Berkshire Hathaway INC DELBRK-A
- Share
- 1.7%
- Value
- $12m
- Shares
- 16
Held
- Toronto Dominion BankTD
- Share
- 1.2%
- Value
- $9m
- Shares
- 70,814
Held
- Spdr Series TrustXHB
- Share
- 1.2%
- Value
- $9m
- Shares
- 74,000
+118%
- Sprott Asset Management LPPSLV
- Share
- 1.2%
- Value
- $8m
- Shares
- 445,981
+107%
- Bank of Montreal /canBMO
- Share
- 1.2%
- Value
- $8m
- Shares
- 46,708
-3%
- TFI InternationalTFII
- Share
- 1.1%
- Value
- $8m
- Shares
- 55,920
-4%
- Global X FDSCOPX
- Share
- 1.1%
- Value
- $8m
- Shares
- 101,297
+55%
- Ishares TRITB
- Share
- 1.0%
- Value
- $7m
- Shares
- 67,000
+43%
- Agnico Eagle MinesAEM
- Share
- 1.0%
- Value
- $7m
- Shares
- 44,645
-17%
- Pembina PipelinePBA
- Share
- 0.9%
- Value
- $6m
- Shares
- 135,551
-17%
- MDA SpaceMDA
- Share
- 0.8%
- Value
- $6m
- Shares
- 142,500
-20%
- Bank of Nova ScotiaBNS
- Share
- 0.8%
- Value
- $6m
- Shares
- 65,949
Held
- Invesco Exch Traded FD TR IIPSCT
- Share
- 0.8%
- Value
- $6m
- Shares
- 60,000
New
- BCEBCE
- Share
- 0.8%
- Value
- $5m
- Shares
- 254,812
Held
- Canadian Natural ResourcesCNQ
- Share
- 0.7%
- Value
- $5m
- Shares
- 131,967
Held
- Canadian National RailwayCNI
- Share
- 0.7%
- Value
- $5m
- Shares
- 42,654
+103%
- Sprott Asset Management LPCEF
- Share
- 0.7%
- Value
- $5m
- Shares
- 120,351
New
- NutrienNTR
- Share
- 0.7%
- Value
- $5m
- Shares
- 75,327
+217%
- TC EnergyTRP
- Share
- 0.6%
- Value
- $5m
- Shares
- 68,121
Held
- VSE
- Share
- 0.6%
- Value
- $4m
- Shares
- 77,758
+294%
- GFL EnvironmentalGFL
- Share
- 0.6%
- Value
- $4m
- Shares
- 112,537
New
- BHP Billiton LimitedBHP
- Share
- 0.6%
- Value
- $4m
- Shares
- 49,005
Held
- Suncor EnergySU
- Share
- 0.6%
- Value
- $4m
- Shares
- 73,769
Held
- BrookfieldBN
- Share
- 0.6%
- Value
- $4m
- Shares
- 92,095
-9%
- Vaneck ETF TrustGDXJ
- Share
- 0.5%
- Value
- $4m
- Shares
- 37,285
-36%
- Hudbay MineralsHBM
- Share
- 0.5%
- Value
- $4m
- Shares
- 151,350
+176%
- Glass House BrandsGLAS
- Share
- 0.5%
- Value
- $4m
- Shares
- 286,154
New
- State STR Spdr S&P 500 ETF TSPY
- Share
- 0.5%
- Value
- $3m
- Shares
- 4,654
New
- Select Sector Spdr TRXLK
- Share
- 0.4%
- Value
- $3m
- Shares
- 15,168
-71%
- ATS Corp /ATSATS
- Share
- 0.4%
- Value
- $3m
- Shares
- 100,000
New
- CamecoCCJ
- Share
- 0.4%
- Value
- $3m
- Shares
- 28,107
+119%
- Teck ResourcesTECK
- Share
- 0.4%
- Value
- $3m
- Shares
- 44,120
Held
- Alibaba Group HldgBABA
- Share
- 0.4%
- Value
- $3m
- Shares
- 26,300
New
- Ishares TRIJH
- Share
- 0.3%
- Value
- $2m
- Shares
- 28,000
Held
- Vaneck ETF TrustGDX
- Share
- 0.3%
- Value
- $2m
- Shares
- 25,595
-51%
- Janus Detroit STR TRJAAA
- Share
- 0.3%
- Value
- $2m
- Shares
- 38,100
-2%
- Brookfield Renewable EnergyBEP
- Share
- 0.3%
- Value
- $2m
- Shares
- 55,512
New
- Ishares TRSHY
- Share
- 0.3%
- Value
- $2m
- Shares
- 23,200
Held
| Company | Share of fund | Value | Shares | Change |
|---|---|---|---|---|
| AppleAAPL | 7.5% | $53m | 183,674 | +8% |
| Royal Bank of CanadaRY | 3.3% | $23m | 112,905 | -10% |
| AlphabetGOOGL | 3.0% | $21m | 60,134 | +11% |
| Amazon.comAMZN | 2.9% | $21m | 86,856 | +24% |
| MicrosoftMSFT | 2.2% | $16m | 42,540 | +25% |
| Canadian Imperial Bank of Commerce /canCM | 2.2% | $15m | 132,653 | -4% |
| Sprott Asset Management LPPHYS | 2.1% | $15m | 492,118 | -3% |
| Berkshire HathawayBRK-B | 2.1% | $14m | 28,923 | Held |
| IntelINTC | 2.0% | $14m | 100,170 | -56% |
| Berkshire Hathaway INC DELBRK-A | 1.7% | $12m | 16 | Held |
| NvidiaNVDA | 1.6% | $11m | 55,569 | -37% |
| Goldman Sachs GroupGS | 1.5% | $10m | 10,265 | -21% |
| Meta PlatformsMETA | 1.4% | $10m | 17,169 | +7% |
| Canadian Pacific Kansas CityCP | 1.4% | $10m | 111,366 | +87% |
| JPMorgan ChaseJPM | 1.3% | $9m | 28,155 | -2% |
| RB GlobalRBA | 1.3% | $9m | 77,088 | -13% |
| Toronto Dominion BankTD | 1.2% | $9m | 70,814 | Held |
| Spdr Series TrustXHB | 1.2% | $9m | 74,000 | +118% |
| Sprott Asset Management LPPSLV | 1.2% | $8m | 445,981 | +107% |
| Bank of Montreal /canBMO | 1.2% | $8m | 46,708 | -3% |
| General ElectricGE | 1.1% | $8m | 21,557 | +128% |
| TFI InternationalTFII | 1.1% | $8m | 55,920 | -4% |
| Global X FDSCOPX | 1.1% | $8m | 101,297 | +55% |
| TeslaTSLA | 1.1% | $8m | 17,889 | +72% |
| Ishares TRITB | 1.0% | $7m | 67,000 | +43% |
| Agnico Eagle MinesAEM | 1.0% | $7m | 44,645 | -17% |
| CaterpillarCAT | 0.9% | $7m | 6,175 | -18% |
| Pembina PipelinePBA | 0.9% | $6m | 135,551 | -17% |
| Union PacificUNP | 0.9% | $6m | 22,350 | +851% |
| Taiwan Semiconductor ManufacturingTSM | 0.9% | $6m | 12,584 | +382% |
| MedtronicMDT | 0.8% | $6m | 75,596 | +456% |
| MDA SpaceMDA | 0.8% | $6m | 142,500 | -20% |
| Bank of Nova ScotiaBNS | 0.8% | $6m | 65,949 | Held |
| Morgan StanleyMS | 0.8% | $6m | 27,031 | -34% |
| ShopifySHOP | 0.8% | $6m | 48,748 | +472% |
| Invesco Exch Traded FD TR IIPSCT | 0.8% | $6m | 60,000 | New |
| BCEBCE | 0.8% | $5m | 254,812 | Held |
| VSEVSEC | 0.7% | $5m | 23,000 | Held |
| Canadian Natural ResourcesCNQ | 0.7% | $5m | 131,967 | Held |
| NateraNTRA | 0.7% | $5m | 18,850 | +289% |
| Canadian National RailwayCNI | 0.7% | $5m | 42,654 | +103% |
| XPOXPO | 0.7% | $5m | 24,000 | -14% |
| AlphabetGOOG | 0.7% | $5m | 13,768 | -39% |
| Sprott Asset Management LPCEF | 0.7% | $5m | 120,351 | New |
| Freeport-McMoRanFCX | 0.7% | $5m | 76,607 | -30% |
| NewmontNEM | 0.7% | $5m | 50,795 | -16% |
| NutrienNTR | 0.7% | $5m | 75,327 | +217% |
| MastercardMA | 0.6% | $5m | 8,823 | -10% |
| TC EnergyTRP | 0.6% | $5m | 68,121 | Held |
| VSE | 0.6% | $4m | 77,758 | +294% |
| VisaV | 0.6% | $4m | 13,063 | Held |
| HeicoHEI | 0.6% | $4m | 12,000 | -2% |
| GFL EnvironmentalGFL | 0.6% | $4m | 112,537 | New |
| BHP Billiton LimitedBHP | 0.6% | $4m | 49,005 | Held |
| Suncor EnergySU | 0.6% | $4m | 73,769 | Held |
| BrookfieldBN | 0.6% | $4m | 92,095 | -9% |
| Rio TintoRIO | 0.5% | $4m | 40,250 | Held |
| GE HealthCare TechnologiesGEHC | 0.5% | $4m | 58,367 | New |
| WillScot HoldingsWSC | 0.5% | $4m | 128,300 | -51% |
| Vaneck ETF TrustGDXJ | 0.5% | $4m | 37,285 | -36% |
| Eli LillyLLY | 0.5% | $4m | 3,027 | Held |
| Hudbay MineralsHBM | 0.5% | $4m | 151,350 | +176% |
| Commvault SystemsCVLT | 0.5% | $4m | 25,000 | New |
| Glass House BrandsGLAS | 0.5% | $4m | 286,154 | New |
| State STR Spdr S&P 500 ETF TSPY | 0.5% | $3m | 4,654 | New |
| Palo Alto NetworksPANW | 0.5% | $3m | 10,048 | New |
| Costco WholesaleCOST | 0.5% | $3m | 3,629 | Held |
| TelesatTSAT | 0.5% | $3m | 66,000 | -6% |
| FTAI AviationFTAI | 0.5% | $3m | 12,000 | -20% |
| Rocket LabRKLB | 0.4% | $3m | 31,150 | -14% |
| Clean HarborsCLH | 0.4% | $3m | 10,225 | -17% |
| Ulta BeautyULTA | 0.4% | $3m | 6,450 | +115% |
| Select Sector Spdr TRXLK | 0.4% | $3m | 15,168 | -71% |
| Viper EnergyVNOM | 0.4% | $3m | 68,000 | +58% |
| ATS Corp /ATSATS | 0.4% | $3m | 100,000 | New |
| CamecoCCJ | 0.4% | $3m | 28,107 | +119% |
| Home DepotHD | 0.4% | $3m | 7,924 | -11% |
| OktaOKTA | 0.4% | $3m | 20,000 | New |
| American TowerAMT | 0.4% | $3m | 16,500 | New |
| Teck ResourcesTECK | 0.4% | $3m | 44,120 | Held |
| Old Dominion Freight LineODFL | 0.4% | $3m | 12,101 | -15% |
| Moody'sMCO | 0.4% | $3m | 5,625 | -42% |
| Alibaba Group HldgBABA | 0.4% | $3m | 26,300 | New |
| BoeingBA | 0.3% | $2m | 11,355 | -8% |
| ImpinjPI | 0.3% | $2m | 16,000 | -39% |
| PfizerPFE | 0.3% | $2m | 93,003 | Held |
| Cheniere EnergyLNG | 0.3% | $2m | 9,081 | New |
| BiogenBIIB | 0.3% | $2m | 10,000 | Held |
| Ishares TRIJH | 0.3% | $2m | 28,000 | Held |
| PlexusPLXS | 0.3% | $2m | 7,000 | New |
| Charles SchwabSCHW | 0.3% | $2m | 22,743 | Held |
| AonAON | 0.3% | $2m | 6,000 | Held |
| BroadcomAVGO | 0.3% | $2m | 5,174 | New |
| Vaneck ETF TrustGDX | 0.3% | $2m | 25,595 | -51% |
| Janus Detroit STR TRJAAA | 0.3% | $2m | 38,100 | -2% |
| Brookfield Renewable EnergyBEP | 0.3% | $2m | 55,512 | New |
| Ishares TRSHY | 0.3% | $2m | 23,200 | Held |
| Align TechnologyALGN | 0.3% | $2m | 11,100 | -8% |
| EQTEQT | 0.3% | $2m | 35,000 | +460% |
| TeradyneTER | 0.3% | $2m | 3,830 | Held |
Showing the largest 100 of 224.
Over time and by industry
Value over time
Jun '25
Dec '25
Jun '26
Value is up 16.9% since 30 June 2025.
Where the money is
Technology20.1%
Financial services17.6%
Industrials14.2%
Media & telecom7.0%
Retail & consumer6.3%
Materials6.2%
Health care5.3%
Energy3.9%
Utilities1.5%
Real estate0.9%
Everyday goods0.6%
Other16.3%
From the fund's 13F filings. They list US stocks and options only, 45 days after each quarter, and leave out cash, bonds, shorts and foreign shares.