# K.J. Harrison & Partners Inc

> Institutional holdings reported to the SEC as of Q2 2026 on Form 13F. CIK 1418359. Source: https://holderbook.com/funds/1418359-k-j-harrison-partners-inc/

- Reported value: $705.7M
- Positions: 224
- Weight of the ten largest: 29.1%
- Filed: 2026-08-07

A 13F reports long US equity positions only. Short positions, bonds, foreign listings, private holdings and cash are not visible, so this is not the manager's whole book.

## Holdings

| Security | Ticker | Value | Shares | Weight | Quarters held |
|---|---|---|---|---|---|
| APPLE INC | [AAPL](https://holderbook.com/stocks/AAPL/) | $53.1M | 183,674 | 7.5% | 31 |
| ROYAL BK CDA | [RY](https://holderbook.com/stocks/RY/) | $23.3M | 112,905 | 3.3% | 31 |
| ALPHABET INC | [GOOGL](https://holderbook.com/stocks/GOOGL/) | $21.5M | 60,134 | 3.0% | 31 |
| AMAZON COM INC | [AMZN](https://holderbook.com/stocks/AMZN/) | $20.7M | 86,856 | 2.9% | 31 |
| MICROSOFT CORP | [MSFT](https://holderbook.com/stocks/MSFT/) | $15.9M | 42,540 | 2.2% | 31 |
| CANADIAN IMPERIAL BANK OF CO | [CM](https://holderbook.com/stocks/CM/) | $15.2M | 132,653 | 2.2% | 31 |
| SPROTT ASSET MANAGEMENT LP | [PHYS](https://holderbook.com/stocks/PHYS/) | $14.8M | 492,118 | 2.1% | 6 |
| BERKSHIRE HATHAWAY INC DEL | [BRKB](https://holderbook.com/stocks/BRKB/) | $14.5M | 28,923 | 2.1% | 31 |
| INTEL CORP | [INTC](https://holderbook.com/stocks/INTC/) | $14.0M | 100,170 | 2.0% | 31 |
| BERKSHIRE HATHAWAY INC DEL | [BRKA](https://holderbook.com/stocks/BRKA/) | $12.0M | 16 | 1.7% | 11 |
| NVIDIA CORPORATION | [NVDA](https://holderbook.com/stocks/NVDA/) | $11.1M | 55,569 | 1.6% | 11 |
| GOLDMAN SACHS GROUP INC | [GS](https://holderbook.com/stocks/GS/) | $10.4M | 10,265 | 1.5% | 11 |
| META PLATFORMS INC | [META](https://holderbook.com/stocks/META/) | $9.7M | 17,169 | 1.4% | 31 |
| CANADIAN PACIFIC KANSAS CITY | [CP](https://holderbook.com/stocks/CP/) | $9.6M | 111,366 | 1.4% | 13 |
| JPMORGAN CHASE & CO | [JPM](https://holderbook.com/stocks/JPM/) | $9.2M | 28,155 | 1.3% | 31 |
| RB GLOBAL INC | [RBA](https://holderbook.com/stocks/RBA/) | $9.0M | 77,088 | 1.3% | 13 |
| TORONTO DOMINION BK ONT | [TD](https://holderbook.com/stocks/TD/) | $8.6M | 70,814 | 1.2% | 31 |
| SPDR SERIES TRUST | [XHB](https://holderbook.com/stocks/XHB/) | $8.6M | 74,000 | 1.2% | 4 |
| SPROTT ASSET MANAGEMENT LP | [PSLV](https://holderbook.com/stocks/PSLV/) | $8.4M | 445,981 | 1.2% | 6 |
| BANK MONTREAL MEDIUM | [BMO](https://holderbook.com/stocks/BMO/) | $8.2M | 46,708 | 1.2% | 31 |
| GE AEROSPACE | [GE](https://holderbook.com/stocks/GE/) | $8.1M | 21,557 | 1.1% | 4 |
| TFI INTERNATIONAL INC | [TFII](https://holderbook.com/stocks/TFII/) | $8.0M | 55,920 | 1.1% | 4 |
| GLOBAL X FDS | [COPX](https://holderbook.com/stocks/COPX/) | $7.8M | 101,297 | 1.1% | 3 |
| TESLA INC | [TSLA](https://holderbook.com/stocks/TSLA/) | $7.5M | 17,889 | 1.1% | 14 |
| ISHARES TR | [ITB](https://holderbook.com/stocks/ITB/) | $7.0M | 67,000 | 1.0% | 4 |
| AGNICO EAGLE MINES LTD | [AEM](https://holderbook.com/stocks/AEM/) | $6.9M | 44,645 | 1.0% | 18 |
| CATERPILLAR INC | [CAT](https://holderbook.com/stocks/CAT/) | $6.6M | 6,175 | 0.9% | 11 |
| PEMBINA PIPELINE CORP | [PBA](https://holderbook.com/stocks/PBA/) | $6.3M | 135,551 | 0.9% | 27 |
| UNION PAC CORP | [UNP](https://holderbook.com/stocks/UNP/) | $6.1M | 22,350 | 0.9% | 15 |
| TAIWAN SEMICONDUCTOR MANUFAC | [TSM](https://holderbook.com/stocks/TSM/) | $6.0M | 12,584 | 0.9% | 9 |
| MEDTRONIC PLC | [MDT](https://holderbook.com/stocks/MDT/) | $5.9M | 75,596 | 0.8% | 2 |
| MDA SPACE LTD | [MDA](https://holderbook.com/stocks/MDA/) | $5.9M | 142,500 | 0.8% | 2 |
| BANK NOVA SCOTIA B C | [BNS](https://holderbook.com/stocks/BNS/) | $5.7M | 65,949 | 0.8% | 31 |
| MORGAN STANLEY | [MS](https://holderbook.com/stocks/MS/) | $5.7M | 27,031 | 0.8% | 31 |
| SHOPIFY INC | [SHOP](https://holderbook.com/stocks/SHOP/) | $5.6M | 48,748 | 0.8% | 8 |
| INVESCO EXCH TRADED FD TR II | [PSCT](https://holderbook.com/stocks/PSCT/) | $5.5M | 60,000 | 0.8% | 1 |
| BCE INC | [BCE](https://holderbook.com/stocks/BCE/) | $5.5M | 254,812 | 0.8% | 5 |
| VSE CORP | [VSEC](https://holderbook.com/stocks/VSEC/) | $5.3M | 23,000 | 0.7% | 9 |
| CANADIAN NAT RES LTD MED TER | [CNQ](https://holderbook.com/stocks/CNQ/) | $5.2M | 131,967 | 0.7% | 25 |
| NATERA INC | [NTRA](https://holderbook.com/stocks/NTRA/) | $5.1M | 18,850 | 0.7% | 3 |
| CANADIAN NATL RY CO | [CNI](https://holderbook.com/stocks/CNI/) | $5.1M | 42,654 | 0.7% | 11 |
| XPO INC | [XPO](https://holderbook.com/stocks/XPO/) | $4.9M | 24,000 | 0.7% | 4 |
| ALPHABET INC | [GOOG](https://holderbook.com/stocks/GOOG/) | $4.9M | 13,768 | 0.7% | 31 |
| SPROTT ASSET MANAGEMENT LP | [CEF](https://holderbook.com/stocks/CEF/) | $4.8M | 120,351 | 0.7% | 1 |
| FREEPORT-MCMORAN INC | [FCX](https://holderbook.com/stocks/FCX/) | $4.8M | 76,607 | 0.7% | 23 |
| NEWMONT CORP | [NEM](https://holderbook.com/stocks/NEM/) | $4.7M | 50,795 | 0.7% | 7 |
| NUTRIEN LTD | [NTR](https://holderbook.com/stocks/NTR/) | $4.7M | 75,327 | 0.7% | 25 |
| MASTERCARD INCORPORATED | [MA](https://holderbook.com/stocks/MA/) | $4.5M | 8,823 | 0.6% | 11 |
| TC ENERGY CORP | [TRP](https://holderbook.com/stocks/TRP/) | $4.5M | 68,121 | 0.6% | 29 |
| VSE CORP | [VSECU](https://holderbook.com/stocks/VSECU/) | $4.5M | 77,758 | 0.6% | 2 |
| VISA INC | [V](https://holderbook.com/stocks/V/) | $4.5M | 13,063 | 0.6% | 31 |
| HEICO CORP NEW | [HEI](https://holderbook.com/stocks/HEI/) | $4.3M | 12,000 | 0.6% | 31 |
| GFL ENVIRONMENTAL INC | [GFL](https://holderbook.com/stocks/GFL/) | $4.1M | 112,537 | 0.6% | 1 |
| BHP BILLITON LIMITED | [BHP](https://holderbook.com/stocks/BHP/) | $4.1M | 49,005 | 0.6% | 5 |
| SUNCOR ENERGY INC NEW | [SU](https://holderbook.com/stocks/SU/) | $4.0M | 73,769 | 0.6% | 30 |
| BROOKFIELD CORP | [BN](https://holderbook.com/stocks/BN/) | $3.9M | 92,095 | 0.6% | 15 |
| RIO TINTO PLC | [RIO](https://holderbook.com/stocks/RIO/) | $3.8M | 40,250 | 0.5% | 5 |
| GE HEALTHCARE TECHNOLOGIES I | [GEHC](https://holderbook.com/stocks/GEHC/) | $3.7M | 58,367 | 0.5% | 1 |
| WILLSCOT HLDGS CORP | [WSC](https://holderbook.com/stocks/WSC/) | $3.7M | 128,300 | 0.5% | 3 |
| VANECK ETF TRUST | [GDXJ](https://holderbook.com/stocks/GDXJ/) | $3.7M | 37,285 | 0.5% | 25 |
| ELI LILLY & CO | [LLY](https://holderbook.com/stocks/LLY/) | $3.6M | 3,027 | 0.5% | 11 |
| HUDBAY MINERALS INC | [HBM](https://holderbook.com/stocks/HBM/) | $3.6M | 151,350 | 0.5% | 4 |
| COMMVAULT SYS INC | [CVLT](https://holderbook.com/stocks/CVLT/) | $3.5M | 25,000 | 0.5% | 1 |
| GLASS HOUSE BRANDS INC | [GLAS](https://holderbook.com/stocks/GLAS/) | $3.5M | 286,154 | 0.5% | 1 |
| STATE STR SPDR S&P 500 ETF T | [SPY](https://holderbook.com/stocks/SPY/) | $3.5M | 4,654 | 0.5% | 1 |
| PALO ALTO NETWORKS INC | [PANW](https://holderbook.com/stocks/PANW/) | $3.4M | 10,048 | 0.5% | 1 |
| COSTCO WHOLESALE CORPORATION | [COST](https://holderbook.com/stocks/COST/) | $3.4M | 3,629 | 0.5% | 31 |
| TELESAT CORP | [TSAT](https://holderbook.com/stocks/TSAT/) | $3.3M | 66,000 | 0.5% | 6 |
| FTAI AVIATION LTD | [FTAI](https://holderbook.com/stocks/FTAI/) | $3.2M | 12,000 | 0.5% | 13 |
| ROCKET LAB CORP | [RKLB](https://holderbook.com/stocks/RKLB/) | $3.2M | 31,150 | 0.4% | 5 |
| CLEAN HARBORS INC | [CLH](https://holderbook.com/stocks/CLH/) | $3.1M | 10,225 | 0.4% | 18 |
| ULTA BEAUTY INC | [ULTA](https://holderbook.com/stocks/ULTA/) | $2.9M | 6,450 | 0.4% | 2 |
| SELECT SECTOR SPDR TR | [XLK](https://holderbook.com/stocks/XLK/) | $2.9M | 15,168 | 0.4% | 31 |
| VIPER ENERGY INC | [VNOM](https://holderbook.com/stocks/VNOM/) | $2.9M | 68,000 | 0.4% | 3 |
| ATS CORPORATION | [ATS](https://holderbook.com/stocks/ATS/) | $2.9M | 100,000 | 0.4% | 1 |
| CAMECO CORP | [CCJ](https://holderbook.com/stocks/CCJ/) | $2.9M | 28,107 | 0.4% | 15 |
| HOME DEPOT INC | [HD](https://holderbook.com/stocks/HD/) | $2.8M | 7,924 | 0.4% | 11 |
| OKTA INC | [OKTA](https://holderbook.com/stocks/OKTA/) | $2.7M | 20,000 | 0.4% | 1 |
| AMERICAN TOWER CORP | [AMT](https://holderbook.com/stocks/AMT/) | $2.7M | 16,500 | 0.4% | 1 |
| TECK RESOURCES LTD | [TECK](https://holderbook.com/stocks/TECK/) | $2.6M | 44,120 | 0.4% | 22 |
| OLD DOMINION FREIGHT LINE IN | [ODFL](https://holderbook.com/stocks/ODFL/) | $2.6M | 12,101 | 0.4% | 4 |
| MOODYS CORP | [MCO](https://holderbook.com/stocks/MCO/) | $2.5M | 5,625 | 0.4% | 11 |
| ALIBABA GROUP HLDG LTD | [BABA](https://holderbook.com/stocks/BABA/) | $2.5M | 26,300 | 0.4% | 1 |
| BOEING CO | [BA](https://holderbook.com/stocks/BA/) | $2.5M | 11,355 | 0.3% | 7 |
| IMPINJ INC | [PI](https://holderbook.com/stocks/PI/) | $2.3M | 16,000 | 0.3% | 11 |
| PFIZER INC | [PFE](https://holderbook.com/stocks/PFE/) | $2.2M | 93,003 | 0.3% | 31 |
| CHENIERE ENERGY INC | [LNG](https://holderbook.com/stocks/LNG/) | $2.2M | 9,081 | 0.3% | 1 |
| BIOGEN INC | [BIIB](https://holderbook.com/stocks/BIIB/) | $2.2M | 10,000 | 0.3% | 4 |
| ISHARES TR | [IJH](https://holderbook.com/stocks/IJH/) | $2.2M | 28,000 | 0.3% | 7 |
| PLEXUS CORP | [PLXS](https://holderbook.com/stocks/PLXS/) | $2.1M | 7,000 | 0.3% | 1 |
| SCHWAB CHARLES CORP | [SCHW](https://holderbook.com/stocks/SCHW/) | $2.1M | 22,743 | 0.3% | 26 |
| AON PLC | [AON](https://holderbook.com/stocks/AON/) | $2.0M | 6,000 | 0.3% | 2 |
| BROADCOM INC | [AVGO](https://holderbook.com/stocks/AVGO/) | $2.0M | 5,174 | 0.3% | 1 |
| VANECK ETF TRUST | [GDX](https://holderbook.com/stocks/GDX/) | $1.9M | 25,595 | 0.3% | 20 |
| JANUS DETROIT STR TR | [JAAA](https://holderbook.com/stocks/JAAA/) | $1.9M | 38,100 | 0.3% | 5 |
| BROOKFIELD RENEWABLE ENERGY | [BEP](https://holderbook.com/stocks/BEP/) | $1.9M | 55,512 | 0.3% | 1 |
| ISHARES TR | [SHY](https://holderbook.com/stocks/SHY/) | $1.9M | 23,200 | 0.3% | 15 |
| ALIGN TECHNOLOGY INC | [ALGN](https://holderbook.com/stocks/ALGN/) | $1.9M | 11,100 | 0.3% | 4 |
| EQT CORP | [EQT](https://holderbook.com/stocks/EQT/) | $1.9M | 35,000 | 0.3% | 3 |
| TERADYNE INC | [TER](https://holderbook.com/stocks/TER/) | $1.9M | 3,830 | 0.3% | 4 |

## What the disclosed book did

Not the fund's return. This is the change in value of the positions disclosed on Form 13F, had they been left untouched, against SPY over the same quarter ends.

| Quarter | Book | Market | Difference | Priced |
|---|---|---|---|---|
| Q2 2026 | +15.0% | +14.8% | +0.2% | 100% |
| Q1 2026 | -2.1% | -4.6% | +2.5% | 100% |
| Q4 2025 | +5.6% | +2.4% | +3.2% | 99% |
| Q3 2025 | +10.3% | +7.8% | +2.5% | 100% |
| Q2 2025 | +8.7% | +10.5% | -1.8% | 100% |
| Q1 2025 | -4.0% | -4.6% | +0.5% | 100% |
| Q4 2024 | +0.4% | +2.1% | -1.7% | 99% |
| Q3 2024 | +7.4% | +5.4% | +2.0% | 100% |

## Quarter by quarter

| Quarter | Value | Positions |
|---|---|---|
| Q2 2026 | $705.7M | 224 |
| Q1 2026 | $608.2M | 225 |
| Q4 2025 | $752.2M | 219 |
| Q3 2025 | $699.0M | 206 |
| Q2 2025 | $603.6M | 183 |
| Q1 2025 | $511.8M | 170 |
| Q4 2024 | $637.8M | 189 |
| Q3 2024 | $662.4M | 206 |
| Q2 2024 | $607.6M | 186 |
| Q1 2024 | $646.5M | 195 |
| Q4 2023 | $589.6M | 202 |
| Q3 2023 | $443.2M | 118 |