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K.J. Harrison & Partners Inc

CIK 1418359 · latest 13F filed 7 August 2026 · Read the filing on EDGAR

K.J. Harrison & Partners Inc reported 224 US-listed holdings worth $705.7 million in its 13F for the quarter ended 30 June 2026, filed 7 August 2026. Its largest: Apple Inc. (7.5%), Royal Bank of Canada (3.3%) and Alphabet Inc. (3.0%). Against the quarter before, it opened 56 positions, added to 49, trimmed 75 and sold out of 57.

Reported holdings$705.7M+16.0% on Q1 2026
Positions224-1 on Q1 2026
The largest ten29.1%of its reported holdings
Latest 13FQ2 2026filed 7 August 2026
Where the money is
Added toHeldTrimmed
AAPL7.5%RY3.3%GOOGL3.0%AMZN2.9%MSFT2.2%CM2.2%PHYS2.1%BRKB2.1%INTC2.0%Berkshire1.7%NVDA1.6%GS1.5%META1.4%CP1.4%210 more65.2%

The 14 largest of its 224 positions, each sized by its share of the reported holdings, coloured by the change in shares against Q1 2026.

Reported holdings, quarter by quarter
Q3 2024: $662.4 million in 206 positions$662MQ3 24Q4 2024: $637.8 million in 189 positions$638MQ4 24Q1 2025: $511.8 million in 170 positions$512MQ1 25Q2 2025: $603.6 million in 183 positions$604MQ2 25Q3 2025: $699.0 million in 206 positions$699MQ3 25Q4 2025: $752.2 million in 219 positions$752MQ4 25Q1 2026: $608.2 million in 225 positions$608MQ1 26Q2 2026: $705.7 million in 224 positions$706MQ2 26

What the fund reported holding at each quarter's end; hover a bar for the number of positions

What its reported holdings returned

Held through each quarter, the holdings it reported returned +37.0% over the 7 quarters to 30 June 2026, against +30.2% for the S&P 500.

Its reported holdingsThe S&P 500
105120135Q3 24Q4 24Q1 25Q2 25Q3 25Q4 25Q1 26Q2 26Its holdings +37.0%S&P 500 +30.2%

Not the fund's own return: each 13F's holdings are kept unchanged until the next one, so trades inside a quarter, dividends, cash and fees are left out. A rough guide to how its picks have done over time.

What it did on the quarter

Opened 56Added 49Held 44Trimmed 75Sold out 57
Opened: 56Added: 49Held: 44Trimmed: 75Sold out: 57

Its positions against its 13F for the quarter to 31 March 2026; a change under 0.1% of a position counts as held

Opened 56

  1. Invesco ETFs PSCT$5.5 million
  2. Sprott Physical Gold & Silve CEF$4.8 million
  3. GFL Environmental Inc. GFL$4.1 million
  4. GE HealthCare Technologies Inc. GEHC$3.7 million
  5. Commvault Systems Inc. CVLT$3.5 million
  6. Glass Hse Brands Inc. F Class A GLAS$3.5 million
  7. SPDR S&P 500 SPY$3.5 million
  8. Palo Alto Networks Inc. PANW$3.4 million

and 48 more in the table below

Added to 49

  1. Union Pacific Corp. UNP+20,000 shares · +851%
  2. Medtronic plc MDT+62,000 shares · +456%
  3. Taiwan Semiconductor Manufacturing Company Limited TSM+9,974 shares · +382%
  4. SPDR Ser Trust XHB+40,000 shares · +118%
  5. Shopify Inc. SHOP+40,221 shares · +472%
  6. General Electric Co. GE+12,095 shares · +128%
  7. Canadian Pacific Kansas City Ltd. CP+51,759 shares · +87%
  8. Sprott Physical Silver Trust PSLV+230,013 shares · +107%

and 41 more in the table below

Trimmed 75

  1. Intel Corp. INTC-127,000 shares · -56%
  2. Technology Select Sector SPDR ETF XLK-36,286 shares · -71%
  3. NVIDIA Corp. NVDA-32,716 shares · -37%
  4. Micron Technology Inc. MU-3,800 shares · -95%
  5. WillScot Holdings Corp. WSC-132,500 shares · -51%
  6. Alphabet Inc. GOOG-8,905 shares · -39%
  7. Morgan Stanley MS-13,700 shares · -34%
  8. Goldman Sachs Group Inc. GS-2,766 shares · -21%

and 67 more in the table below

Sold out of 57

  1. Idex Corp. IEX$3.8 million last quarter
  2. Select Sector SPDR Trust XLE$2.5 million last quarter
  3. United Parcel Service Inc. UPS$2.4 million last quarter
  4. Intuit Inc. INTU$2.1 million last quarter
  5. Cloudflare, Inc. NET$2.1 million last quarter
  6. CrowdStrike Holdings, Inc. CRWD$2.0 million last quarter
  7. Qxo, Inc. QXO$1.9 million last quarter
  8. Sandisk Corp. SNDK$1.9 million last quarter

What it holds

CompanySharesValueOf its bookChange in shares
Apple Inc. AAPL183.7K$53.1 million7.53%+13.2K
Royal Bank of Canada RY112.9K$23.3 million3.31%-12.7K
Alphabet Inc. GOOGL60.1K$21.5 million3.05%+6.1K
Amazon.com Inc. AMZN86.9K$20.7 million2.93%+17.0K
Microsoft Corp. MSFT42.5K$15.9 million2.25%+8.6K
Canadian Imperial Bank of Commerce CM132.7K$15.2 million2.16%-6.2K
Sprott Asset Management LP PHYS492.1K$14.8 million2.10%-13.2K
Berkshire Hathaway Inc. Class B BRKB28.9K$14.5 million2.05%+15
Intel Corp. INTC100.2K$14.0 million1.98%-127.0K
Berkshire Hathaway Inc. Del16$12.0 million1.70%no change
NVIDIA Corp. NVDA55.6K$11.1 million1.58%-32.7K
Goldman Sachs Group Inc. GS10.3K$10.4 million1.47%-2.8K
Meta Platforms, Inc. META17.2K$9.7 million1.37%+1.1K
Canadian Pacific Kansas City Ltd. CP111.4K$9.6 million1.37%+51.8K
JPMorgan Chase & Co. JPM28.2K$9.2 million1.31%-691
RB Global Inc. RBA77.1K$9.0 million1.27%-11.7K
Toronto-Dominion Bank TD70.8K$8.6 million1.22%-507
SPDR Ser Trust XHB74.0K$8.6 million1.21%+40.0K
Sprott Physical Silver Trust PSLV446.0K$8.4 million1.19%+230.0K
Bank of Montreal BMO46.7K$8.2 million1.17%-1.2K
General Electric Co. GE21.6K$8.1 million1.14%+12.1K
Tfi Intl Inc. TFII55.9K$8.0 million1.14%-2.4K
Global X FDS COPX101.3K$7.8 million1.10%+36.0K
Tesla, Inc. TSLA17.9K$7.5 million1.07%+7.5K
iShares Trust ITB67.0K$7.0 million0.99%+20.0K
Agnico Eagle Mines Ltd AEM44.6K$6.9 million0.98%-9.4K
Caterpillar Inc. CAT6.2K$6.6 million0.93%-1.4K
Pembina Pipeline Corp PBA135.6K$6.3 million0.89%-27.1K
Union Pacific Corp. UNP22.4K$6.1 million0.86%+20.0K
Taiwan Semiconductor Manufacturing Company Limited TSM12.6K$6.0 million0.85%+10.0K
Medtronic plc MDT75.6K$5.9 million0.84%+62.0K
MDA Space Ltd MDA142.5K$5.9 million0.83%-36.3K
Bank of Nova Scotia BNS65.9K$5.7 million0.81%-2
Morgan Stanley MS27.0K$5.7 million0.80%-13.7K
Shopify Inc. SHOP48.7K$5.6 million0.79%+40.2K
Invesco ETFs PSCT60.0K$5.5 million0.79%new
BCE Inc BCE254.8K$5.5 million0.78%+105
VSE Corp. VSEC23.0K$5.3 million0.74%no change
Canadian Natural Resources Limited CNQ132.0K$5.2 million0.74%+1.0K
Natera, Inc. NTRA18.9K$5.1 million0.73%+14.0K
Canadian Natl Ry Co. CNI42.7K$5.1 million0.72%+21.7K
Xpo, Inc. XPO24.0K$4.9 million0.70%-4.0K
Alphabet Inc. GOOG13.8K$4.9 million0.69%-8.9K
Sprott Physical Gold & Silve CEF120.4K$4.8 million0.69%new
Freeport-McMoRan Inc. FCX76.6K$4.8 million0.68%-33.4K
Newmont Corp. NEM50.8K$4.7 million0.67%-10.0K
Nutrien Ltd. NTR75.3K$4.7 million0.67%+51.6K
Mastercard Inc. MA8.8K$4.5 million0.64%-988
TC Energy Corporation TRP68.1K$4.5 million0.64%+1.0K
Vse Corp. VSECU77.8K$4.5 million0.64%+58.0K
Visa Inc. V13.1K$4.5 million0.64%+45
Heico Corp. HEI12.0K$4.3 million0.61%-300
GFL Environmental Inc. GFL112.5K$4.1 million0.59%new
BHP Group Limited BHP49.0K$4.1 million0.58%no change
Suncor Energy Inc. SU73.8K$4.0 million0.56%+512
Brookfield Corporation BN92.1K$3.9 million0.56%-8.7K
Rio Tinto plc RIO40.2K$3.8 million0.54%no change
GE HealthCare Technologies Inc. GEHC58.4K$3.7 million0.53%new
WillScot Holdings Corp. WSC128.3K$3.7 million0.52%-132.5K
Vaneck ETF Trust GDXJ37.3K$3.7 million0.52%-21.0K
Eli Lilly & Co. LLY3.0K$3.6 million0.51%-15
Hudbay Minerals Inc. HBM151.3K$3.6 million0.51%+96.5K
Commvault Systems Inc. CVLT25.0K$3.5 million0.50%new
Glass Hse Brands Inc. F Class A GLAS286.2K$3.5 million0.50%new
SPDR S&P 500 SPY4.7K$3.5 million0.49%new
Palo Alto Networks Inc. PANW10.0K$3.4 million0.49%new
Costco Wholesale Corp. COST3.6K$3.4 million0.48%+20
Telesat Corp. TSAT66.0K$3.3 million0.47%-4.0K
Ftai Aviation Ltd. FTAI12.0K$3.2 million0.46%-3.0K
Rocket Lab Corp. RKLB31.1K$3.2 million0.45%-5.0K
Clean Harbors Inc. CLH10.2K$3.1 million0.43%-2.1K
Ulta Beauty, Inc. ULTA6.5K$2.9 million0.41%+3.5K
Technology Select Sector SPDR ETF XLK15.2K$2.9 million0.41%-36.3K
Viper Energy, Inc. VNOM68.0K$2.9 million0.41%+25.0K
Ats Corporation ATS100.0K$2.9 million0.41%new
Cameco Corp. CCJ28.1K$2.9 million0.41%+15.3K
Home Depot, Inc. HD7.9K$2.8 million0.40%-934
Okta, Inc. OKTA20.0K$2.7 million0.39%new
American Tower Corp. AMT16.5K$2.7 million0.38%new
Teck Resources Ltd TECK44.1K$2.6 million0.37%-400
Old Dominion Freight Line, Inc. ODFL12.1K$2.6 million0.37%-2.1K
Moody's Corp. MCO5.6K$2.5 million0.36%-4.0K
Alibaba Group Holding Limited BABA26.3K$2.5 million0.36%new
Boeing Co. BA11.4K$2.5 million0.35%-1.0K
Impinj Inc. PI16.0K$2.3 million0.32%-10.2K
Pfizer Inc. PFE93.0K$2.2 million0.32%-1.0K
Cheniere Energy, Inc. LNG9.1K$2.2 million0.31%new
Biogen Inc. BIIB10.0K$2.2 million0.31%no change
iShares Core S&P Mid-Cap ETF IJH28.0K$2.2 million0.31%no change
Plexus Corp. PLXS7.0K$2.1 million0.30%new
Charles Schwab Corp. SCHW22.7K$2.1 million0.30%no change
Aon plc AON6.0K$2.0 million0.28%no change
Broadcom Inc. AVGO5.2K$2.0 million0.28%new
Vaneck ETF Trust GDX25.6K$1.9 million0.27%-27.0K
Janus Detroit STR Trust JAAA38.1K$1.9 million0.27%-850
Brookfield Renewable Partner BEP55.5K$1.9 million0.27%new
iShares Trust SHY23.2K$1.9 million0.27%no change
Align Technology Inc. ALGN11.1K$1.9 million0.27%-900
EQT Corp. EQT35.0K$1.9 million0.26%+28.8K
Teradyne, Inc. TER3.8K$1.9 million0.26%-50
Wayfair Inc. W20.0K$1.8 million0.26%new
Johnson & Johnson JNJ7.0K$1.8 million0.25%+66
Illumina, Inc. ILMN10.0K$1.8 million0.25%no change
Coupang, Inc. CPNG100.3K$1.7 million0.25%+50.0K
Halliburton Co. HAL50.0K$1.7 million0.24%-60.0K
Nokia Corporation NOK125.0K$1.7 million0.24%new
Enbridge Inc. ENB30.4K$1.6 million0.23%+1.4K
iShares Bitcoin Trust ETF IBIT49.2K$1.6 million0.23%+30.0K
Lincoln Electric Holdings Inc. LECO6.0K$1.6 million0.23%-6.0K
Becton Dickinson & Co. BDX10.5K$1.6 million0.23%+6.0K
United Rentals, Inc. URI1.4K$1.6 million0.22%no change
Somnigroup International Inc. SGI20.0K$1.6 million0.22%new
TripAdvisor, Inc. TRIP111.2K$1.5 million0.22%-13.8K
KraneShares Trust KWEB61.5K$1.5 million0.21%no change
Copart Inc. CPRT51.0K$1.4 million0.20%+9.7K
MSCI Inc. MSCI2.5K$1.4 million0.20%no change
Firefly Aerospace Inc. FLY45.0K$1.3 million0.19%new
Yandex N V NBIS4.8K$1.3 million0.19%new
Live Nation Entertainment, Inc. LYV7.0K$1.3 million0.18%-100
Expand Energy Corp. EXE14.0K$1.3 million0.18%new
Brookfield Infrast Partners BIP34.9K$1.3 million0.18%+20.7K
Chewy, Inc. CHWY64.0K$1.3 million0.18%new
iShares Trust ACWI8.0K$1.2 million0.18%+1.7K
Albemarle Corp. ALB9.1K$1.2 million0.17%no change
McGrath Rentcorp MGRC10.0K$1.2 million0.17%no change
Enerflex Ltd EFXT47.9K$1.2 million0.17%no change
Brookfield Infrastructure Co. BIPC30.5K$1.2 million0.17%+15.5K
AST SpaceMobile, Inc. ASTS13.0K$1.2 million0.16%new
Lionsgate Studios Corp. LION75.0K$1.1 million0.16%new
Rocket Companies, Inc. RKT72.1K$1.1 million0.16%new
Celestica Inc. CLS3.0K$1.1 million0.15%new
AMETEK Inc. AME4.5K$1.1 million0.15%-80
Manulife Financial Corporation MFC26.4K$1.1 million0.15%-5.9K
American Express Co. AXP3.1K$1.0 million0.15%-931
Starbucks Corp. SBUX10.0K$1.0 million0.14%new
S&P Global Inc. SPGI2.5K$1.0 million0.14%-820
Almonty Inds Inc. ALM60.0K$990,5700.14%new
Thermo Fisher Scientific Inc. TMO1.9K$951,5810.13%-40
Blue Moon Metals Ord BMM150.0K$950,0350.13%-30.0K
FedEx Corp. FDX3.0K$945,6530.13%no change
iShares Russell 2000 ETF IWM3.1K$924,1840.13%-6.0K
Solstice Advanced Materials Inc. SOLS10.0K$886,3540.13%no change
Airbnb, Inc. ABNB6.0K$861,3190.12%new
Space Exploration Techn Corp. Class A Com STK SPCX5.0K$854,3000.12%new
Corteva, Inc. CTVA10.1K$851,1350.12%no change
Barrick Mining Corp B22.5K$827,4640.12%-183
Adobe Inc. ADBE4.0K$822,5400.12%new
Orla MNG Ltd New ORLA80.0K$780,8590.11%+20.0K
e.l.f. Beauty, Inc. ELF10.0K$740,0000.10%new
Nouveau Monde Graphite Inc. NMG500.0K$738,9160.10%new
Enphase Energy, Inc. ENPH15.0K$738,6000.10%new
CRH Public Ltd. Co. CRH6.9K$733,4850.10%-100
Mattel Inc. MAT52.0K$721,7600.10%no change
Sprott Physical Copp F SCOP62.5K$710,3270.10%new
Oracle Corp. ORCL4.6K$666,9490.09%-4.9K
Walt Disney Co. DIS6.8K$658,2540.09%-1.7K
Carvana Co. CVNA10.0K$658,2000.09%new
SPDR Ser Trust SPTS22.5K$653,4500.09%new
Alamos Gold Inc. New AGI21.3K$643,8800.09%+11.5K
Allison Transmission Holdings Inc. ALSN5.5K$624,2410.09%-100
Bloom Energy Corp. BE2.0K$605,4000.09%-5.0K
iShares Trust IWB1.4K$590,9090.08%no change
Resmed Inc. RMD3.0K$584,6400.08%new
Valmont Industries Inc. VMI1.0K$577,6000.08%no change
Stryker Corp. SYK1.8K$571,4350.08%no change
Skeena Res Ltd New SKE20.0K$532,0200.08%no change
Bristol-Myers Squibb Co. BMY9.0K$519,5600.07%new
NCR Atleos Corp. NATL11.6K$504,6410.07%-2.6K
Amrize Ltd. AMRZ9.4K$501,0200.07%-100
iShares Inc. EMXC4.9K$496,8710.07%-15.0K
Magna Intl Inc. MGA7.5K$492,8800.07%+1.6K
Sun Life Financial Inc. SLF6.2K$485,7560.07%+454
JFrog Ltd. FROG5.0K$454,4000.06%new
Electrovaya Inc. ELVA42.6K$447,0170.06%new
Global X FDS URA10.2K$443,9050.06%no change
Progressive Corp. PGR2.0K$438,6480.06%new
AppLovin Corp. APP840$432,7930.06%+200
Oshkosh Corp. OSK2.8K$429,7440.06%no change
Tucows Inc. TCX31.7K$426,6080.06%-3.0K
NextEra Energy Inc. NEE4.8K$423,3150.06%+162
Cantor Equity Partners II in CEPT30.0K$402,6000.06%no change
Quinstreet, Inc. QNST26.7K$391,1550.06%-900
Walmart Inc. WMT3.4K$389,2750.06%no change
iShares Trust Latn Amer 40 ETF ILF11.4K$382,2450.05%no change
Emera Inc. F EMA7.1K$377,3680.05%+379
Brookfield Asset Management Ltd. BAM8.4K$374,4220.05%+904
Watsco Inc. WSO880$366,7220.05%-30
Abbott Laboratories ABT4.0K$363,5950.05%new
iShares Trust IWX3.4K$358,5960.05%new
Cenovus Energy Inc. CVE14.3K$353,4350.05%no change
Trekor Metals Ltd Com TGB50.0K$344,1240.05%new
Versamet Royalties Corp VMET28.0K$343,0540.05%-2.0K
Bank of America Corp. BAC6.0K$340,5120.05%+355
Regeneron Pharmaceuticals, Inc. REGN526$327,9820.05%no change
Alps ETF Trust AMLP6.3K$327,1600.05%no change
Evolv Technologies Holdings, Inc. EVLV55.5K$321,9000.05%-500
ASML Holding N.V. ASML157$312,3420.04%new
SPDR Gold Trust GLD825$303,9140.04%no change
Intuitive Machines, Inc. LUNR13.0K$278,0700.04%-7.0K
Booking Holdings Inc. BKNG1.6K$276,2720.04%no change
SPDR Ser Trust XBI1.7K$272,1900.04%no change
UnitedHealth Group Inc. UNH644$267,6660.04%new
Blackberry Ltd. BB20.7K$260,8990.04%new
Comstock Resources Inc. CRK16.1K$240,2120.03%-45.5K
Intuitive Surgical Inc. ISRG602$239,4030.03%no change
EverQuote, Inc. EVER10.0K$237,9000.03%-53.9K
Uscf ETF Trust SDCI8.8K$232,1960.03%no change
Micron Technology Inc. MU200$230,8580.03%-3.8K
Invesco Exchange Traded FD T RSP1.1K$229,7920.03%no change
Amplify ETF Trust SILJ8.8K$228,0700.03%no change
Fedex Fght Hldg Co. Inc. Common Stock FDXF1.5K$228,0100.03%new
Lockheed Martin Corp. LMT430$219,0680.03%+75
Eaton Corp. plc ETN505$215,1910.03%-4.0K
Waste Connections, Inc. WCN1.3K$209,9400.03%new
Vanguard Intl Equity Index F VGK2.3K$201,3400.03%new
Kyivstar Group Ltd KYIV10.7K$173,7470.02%new
United States Antimony Corp. UAMY20.0K$145,2000.02%new
Infleqtion, Inc. INFQ10.0K$133,2000.02%no change
Grayscale Ethereum Trust Eth ETHE10.2K$129,5140.02%no change
Advisorshares Trust MSOS24.5K$124,6480.02%-2.2K
Denison Mines Corp. DNN37.4K$114,6340.02%-3.2K
Americas Gold and Silver Cor USAS16.9K$79,5940.01%-100.0K
Bioharvest Sciences Inc. BHST10.0K$27,8920.00%new
Zentek Ltd ZTEKF15.0K$6,8610.00%new
Every US-listed position in the fund's 13F for the quarter ended 30 June 2026, by the value it reported.
Read moreChange is shares against its 13F for the quarter before; the 57 it sold out of are in the box above.