Q2 2026 13F · SEC CIK 1418359

K.J. Harrison & Partners Inc

Investment managerFiled 2026-08-07 for Q2 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $705.7M
Reported positions: 224
Top holdings a year, 3 yrs: +19.9%
Average holding period: 8.8 yrs

K.J. Harrison & Partners Inc is an investment manager that reported 224 positions worth $705.7M in its Q2 2026 13F, filed 2026-08-07. Its largest holdings were Apple Inc (AAPL, 7.5%), Royal Bk Cda (RY, 3.3%), Alphabet Inc (GOOGL, 3.0%). A portfolio copying its top holdings returned 19.9% a year over the last 3 years, against 20.4% for the S&P 500.

K.J. Harrison & Partners Inc holdings largest 50 of 224 positions.

Weights are shares of the filer's total reported 13F value, compared with Q1 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.

K.J. Harrison & Partners Inc 13F holdings
Stock	% of 13F value	Q1 2026	Shares	Share change	Reported value
AAPLApple Inc	7.5%	7.1%	183,674	+7.7%	$53.1M
RYRoyal Bk Cda	3.3%	3.3%	112,905	-10.1%	$23.3M
GOOGLAlphabet Inc	3.0%	2.6%	60,134	+11.3%	$21.5M
AMZNAmazon Com Inc	2.9%	2.4%	86,856	+24.3%	$20.7M
MSFTMicrosoft Corp	2.2%	2.1%	42,540	+25.2%	$15.9M
CMCanadian Imperial Bank of Co	2.2%	2.2%	132,653	-4.5%	$15.2M
PHYSSprott Asset Management LP	2.1%	2.9%	492,118	-2.6%	$14.8M
BRK-BBerkshire Hathaway Inc Del	2.1%	2.3%	28,923	+0.1%	$14.5M
INTCIntel Corp	2.0%	1.6%	100,170	-55.9%	$14.0M
BRK-ABerkshire Hathaway Inc Del	1.7%	1.9%	16	+0.0%	$12.0M
NVDANvidia Corporation	1.6%	2.5%	55,569	-37.1%	$11.1M
GSGoldman Sachs Group Inc	1.5%	1.8%	10,265	-21.2%	$10.4M
METAMeta Platforms Inc	1.4%	1.5%	17,169	+6.8%	$9.7M
CPCanadian Pacific Kansas City	1.4%	0.8%	111,366	+86.8%	$9.6M
JPMJpmorgan Chase & Co	1.3%	1.4%	28,155	-2.4%	$9.2M
RBARb Global Inc	1.3%	1.4%	77,088	-13.1%	$9.0M
TDToronto Dominion Bk Ont	1.2%	1.1%	70,814	-0.7%	$8.6M
XHBSpdr Series Trust	1.2%	—	74,000	—	$8.6M
PSLVSprott Physical	1.2%	0.9%	445,981	+106.5%	$8.4M
BMOBank of Montreal	1.2%	1.1%	46,708	-2.6%	$8.2M
GEGe Aerospace	1.1%	—	21,557	—	$8.1M
TFIITfi International Inc	1.1%	1.0%	55,920	-4.1%	$8.0M
COPXGlobal X Fds	1.1%	0.8%	101,297	+55.1%	$7.8M
TSLATesla Inc	1.1%	0.6%	17,889	+72.2%	$7.5M
ITBIshares Tr	1.0%	0.7%	67,000	+42.6%	$7.0M
AEMAgnico Eagle Mines Ltd	1.0%	1.8%	44,645	-17.5%	$6.9M
CATCaterpillar Inc	0.9%	0.9%	6,175	-18.4%	$6.6M
PBAPembina Pipeline Corp	0.9%	1.2%	135,551	-16.6%	$6.3M
UNPUnion Pac Corp	0.9%	—	22,350	—	$6.1M
TSMTaiwan Semiconductor Manufac	0.9%	—	12,584	—	$6.0M
MDTMedtronic PLC	0.8%	—	75,596	—	$5.9M
MDAMda Space Ltd	0.8%	0.7%	142,500	-20.3%	$5.9M
BNSBank Nova Scotia B C	0.8%	0.8%	65,949	-0.0%	$5.7M
MSMorgan Stanley	0.8%	1.1%	27,031	-33.6%	$5.7M
SHOPShopify Inc	0.8%	—	48,748	—	$5.6M
PSCTInvesco Exch Traded Fd Tr II	0.8%	—	60,000	—	$5.5M
BCEBce Inc	0.8%	1.1%	254,812	+0.0%	$5.5M
VSECVse Corp	0.7%	0.7%	23,000	+0.0%	$5.3M
CNQCanadian Nat Res Ltd Med Ter	0.7%	1.0%	131,967	+0.8%	$5.2M
NTRANatera Inc	0.7%	—	18,850	—	$5.1M
CNICanadian Natl Ry Co	0.7%	—	42,654	—	$5.1M
XPOXpo Inc	0.7%	0.9%	24,000	-14.3%	$4.9M
GOOGAlphabet Inc	0.7%	1.1%	13,768	-39.3%	$4.9M
CEFSprott Asset Management LP	0.7%	—	120,351	—	$4.8M
FCXFreeport Mcmoran Inc	0.7%	1.1%	76,607	-30.4%	$4.8M
NEMNewmont Corp	0.7%	1.1%	50,795	-16.4%	$4.7M
NTRNutrien Ltd	0.7%	—	75,327	—	$4.7M
MAMastercard Incorporated	0.6%	0.8%	8,823	-10.1%	$4.5M
TRPTc Energy Corp	0.6%	0.7%	68,121	+1.5%	$4.5M
VSECUVse Corp	0.6%	—	77,758	—	$4.5M

What K.J. Harrison & Partners Inc bought and sold in Q2 2026, against Q1 2026.

New positions

Q1 2026's filing was too long to tell new positions apart.

Added to

PSLV Sprott Physical+106.5% shares
CP Canadian Pacific Kansas City+86.8% shares
TSLA Tesla Inc+72.2% shares
COPX Global X Fds+55.1% shares
ITB Ishares Tr+42.6% shares
MSFT Microsoft Corp+25.2% shares
AMZN Amazon Com Inc+24.3% shares
GOOGL Alphabet Inc+11.3% shares

Reduced

INTC Intel Corp-55.9% shares
GOOG Alphabet Inc-39.3% shares
NVDA Nvidia Corporation-37.1% shares
MS Morgan Stanley-33.6% shares
FCX Freeport Mcmoran Inc-30.4% shares
GS Goldman Sachs Group Inc-21.2% shares
MDA Mda Space Ltd-20.3% shares
CAT Caterpillar Inc-18.4% shares

Left the top 50

Share counts compared with the Q1 2026 13F; a split also changes share counts. The latest filing lists more than 50 positions, so a position that left the top 50 may still be held.

How the holdings did against the S&P 500.

1 year: +20.6% /yr; S&P 500 +20.1%
3 years: +19.9% /yr; S&P 500 +20.4%
5 years: +13.3% /yr; S&P 500 +11.6%

A portfolio of the filer's 20 largest 13F positions, weighted by value, bought the trading day after each 13F was filed and held until the next one was: what copying this filer could have earned. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.

Reported 13F value by quarter.

13F value by quarter
Quarter	13F 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

Questions about K.J. Harrison & Partners Inc's portfolio

What stocks does K.J. Harrison & Partners Inc own?

K.J. Harrison & Partners Inc's latest 13F, for Q2 2026 and filed Aug 7, 2026, lists 224 positions worth $705.7M. The largest are Apple Inc (AAPL) at 7.5%, Royal Bk Cda (RY) at 3.3%, Alphabet Inc (GOOGL) at 3.0%, Amazon Com Inc (AMZN) at 2.9% and Microsoft Corp (MSFT) at 2.2%.

What did K.J. Harrison & Partners Inc buy last quarter?

In Q2 2026, K.J. Harrison & Partners Inc added Sprott Physical (PSLV) (+106.5% shares), Canadian Pacific Kansas City (CP) (+86.8% shares) and Tesla Inc (TSLA) (+72.2% shares), compared with its Q1 2026 filing.

What did K.J. Harrison & Partners Inc sell last quarter?

In Q2 2026, K.J. Harrison & Partners Inc cut from its top 50 Vaneck ETF Trust (GDXJ), cut from its top 50 Select Sector Spdr Tr (XLK), cut from its top 50 Suncor Energy Inc New (SU), cut from its top 50 Vaneck ETF Trust (GDX), cut from its top 50 Willscot Hldgs Corp (WSC), Intel Corp (INTC) (-55.9% shares), Alphabet Inc (GOOG) (-39.3% shares) and Nvidia Corporation (NVDA) (-37.1% shares), compared with its Q1 2026 filing.

How has K.J. Harrison & Partners Inc's portfolio performed?

A portfolio copying K.J. Harrison & Partners Inc's 20 largest 13F holdings each quarter, from the day each filing was public, returned +19.9% a year over the last 3 years, against +20.4% for the S&P 500. Over 1 year: +20.6% against +20.1%. Over 5 years: +13.3% a year against +11.6%.

When is K.J. Harrison & Partners Inc's next 13F filing due?

13F filings are due 45 days after each quarter ends. K.J. Harrison & Partners Inc's filing for the quarter ending Sep 30, 2026 is due by Nov 14, 2026; this page updates the day after it is published.