K.J. Harrison & Partners Inc
In its 13F for Q2 2026 (holdings as of June 30, 2026, filed August 7, 2026), K.J. Harrison & Partners Inc reported 223 stock positions worth $701.2 million. Its top holding was Apple (AAPL) at 7.6% of the portfolio, followed by Royal Bank of Canada (RY, 3.3%) and Alphabet Class A (GOOGL, 3.1%). Compared with Q1 2026, it opened 54 new positions, sold out of 56, added to 50 and reduced 76. The biggest buy was a new position in Invesco S&P Smallcap Informa (PSCT) and the biggest sale Nvidia (NVDA, shares −37%).
- Most Recent 13F
- Q2 2026
- Location
- TORONTO, A6
- CIK
- 0001418359
- Portfolio Value
- $701.2M (Q2 2026)
- SEC Filing
- 0001418359-26-000003 ↗ filed Aug 7, 2026
Holdings Value
Holdings 223 stocks · $701.2M
| AAPL Apple Inc. | 7.58% | 183,674 | $53.1M | Add +7.7% |
| RY Royal Bank of Canada | 3.33% | 112,905 | $23.3M | Reduce -10.1% |
| GOOGL Alphabet Inc. Class A | 3.06% | 60,134 | $21.5M | Add +11.3% |
| AMZN Amazon.com Inc. | 2.95% | 86,856 | $20.7M | Add +24.3% |
| MSFT Microsoft Corp. | 2.26% | 42,540 | $15.9M | Add +25.2% |
| CM Can Imperial BK of Commerce filed as CANADIAN IMPERIAL BANK OF CO | 2.17% | 132,653 | $15.2M | Reduce -4.5% |
| PHYS Sprott Physical Gold Trust | 2.11% | 492,118 | $14.8M | Reduce -2.6% |
| BRK.B Berkshire Hathaway Inc. Class B | 2.06% | 28,923 | $14.5M | Add +0.1% |
| INTC Intel Corp. | 1.99% | 100,170 | $14.0M | Reduce -55.9% |
| BRK.A Berkshire Hathaway Inc. Class A | 1.71% | 16 | $12.0M | No change |
| NVDA Nvidia Corp. | 1.59% | 55,569 | $11.1M | Reduce -37.1% |
| GS Goldman Sachs Group Inc. | 1.48% | 10,265 | $10.4M | Reduce -21.2% |
| META Meta Platforms Inc. Class A | 1.38% | 17,169 | $9.7M | Add +6.8% |
| CP Canadian Pacific Kansas City | 1.37% | 111,366 | $9.6M | Add +86.8% |
| JPM JPMorgan Chase & Co. | 1.31% | 28,155 | $9.2M | Reduce -2.4% |
| RBA RB Global Inc. | 1.28% | 77,088 | $9.0M | Reduce -13.1% |
| TD Toronto-Dominion Bank | 1.23% | 70,814 | $8.6M | Reduce -0.7% |
| XHB SS SPDR S&P Homebldrs ETF | 1.22% | 74,000 | $8.6M | Add +117.7% |
| PSLV Sprott Physical Silver Trust | 1.20% | 445,981 | $8.4M | Add +106.5% |
| BMO Bank of Montreal filed as BANK MONTREAL MEDIUM | 1.18% | 46,708 | $8.2M | Reduce -2.6% |
| GE General Electric filed as GE AEROSPACE | 1.15% | 21,557 | $8.1M | Add +127.8% |
| TFII Tfi International Inc. | 1.15% | 55,920 | $8.0M | Reduce -4.1% |
| COPX Global X Copper Miners ETF | 1.11% | 101,297 | $7.8M | Add +55.1% |
| TSLA Tesla Inc. | 1.07% | 17,889 | $7.5M | Add +72.2% |
| ITB iShares U.S. Home Constructi | 1.00% | 67,000 | $7.0M | Add +42.5% |
| AEM Agnico Eagle Mines Ltd. | 0.99% | 44,645 | $6.9M | Reduce -17.5% |
| CAT Caterpillar Inc. | 0.94% | 6,175 | $6.6M | Reduce -18.4% |
| PBA Pembina Pipeline Corp. | 0.89% | 135,551 | $6.3M | Reduce -16.6% |
| UNP Union Pacific Corp. | 0.87% | 22,350 | $6.1M | Add +851.1% |
| TSM Taiwan Semiconductor-SP ADR | 0.86% | 12,584 | $6.0M | Add +382.1% |
| MDT Medtronic PLC | 0.84% | 75,596 | $5.9M | Add +456.0% |
| MDA Mda Space Ltd. | 0.84% | 142,500 | $5.9M | Reduce -20.3% |
| BNS Bank of Nova Scotia filed as BANK NOVA SCOTIA B C | 0.82% | 65,949 | $5.7M | Reduce 0.0% |
| MS Morgan Stanley | 0.81% | 27,031 | $5.7M | Reduce -33.6% |
| SHOP Shopify Inc. Class A | 0.79% | 48,748 | $5.6M | Add +471.7% |
| PSCT Invesco S&P Smallcap Informa | 0.79% | 60,000 | $5.5M | New |
| BCE Bce Inc. | 0.78% | 254,812 | $5.5M | Add +0.0% |
| VSEC Vse Corp. | 0.75% | 23,000 | $5.3M | No change |
| CNQ Canadian Natural Resources | 0.74% | 131,967 | $5.2M | Add +0.8% |
| NTRA Natera Inc. | 0.73% | 18,850 | $5.1M | Add +288.7% |
| CNI Canadian Natl Railway Co. | 0.72% | 42,654 | $5.1M | Add +103.3% |
| XPO Xpo Inc. | 0.70% | 24,000 | $4.9M | Reduce -14.3% |
| GOOG Alphabet Inc. Class C | 0.69% | 13,768 | $4.9M | Reduce -39.3% |
| CEF Sprott Physical Gold and Sil | 0.69% | 120,351 | $4.8M | New |
| FCX Freeport-McMoran Inc. | 0.69% | 76,607 | $4.8M | Reduce -30.4% |
| NEM Newmont Corp. | 0.68% | 50,795 | $4.7M | Reduce -16.4% |
| NTR Nutrien Ltd. | 0.68% | 75,327 | $4.7M | Add +216.9% |
| MA Mastercard Inc. Class A | 0.65% | 8,823 | $4.5M | Reduce -10.1% |
| TRP TC Energy Corp. | 0.64% | 68,121 | $4.5M | Add +1.5% |
| V Visa Inc. Class A | 0.64% | 13,063 | $4.5M | Add +0.3% |
| HEI Heico Corp. | 0.61% | 12,000 | $4.3M | Reduce -2.4% |
| GFL GFL Environmental Inc.-Sub VT | 0.59% | 112,537 | $4.1M | New |
| BHP BHP Group Ltd.-Spon ADR filed as BHP BILLITON LIMITED | 0.58% | 49,005 | $4.1M | No change |
| SU Suncor Energy Inc. | 0.56% | 73,769 | $4.0M | Add +0.7% |
| BN Brookfield Corp. | 0.56% | 92,095 | $3.9M | Reduce -8.7% |
| RIO Rio Tinto PLC-Spon ADR | 0.54% | 40,250 | $3.8M | No change |
| GEHC GE Healthcare Technology | 0.53% | 58,367 | $3.7M | New |
| WSC Willscot Holdings Corp. | 0.53% | 128,300 | $3.7M | Reduce -50.8% |
| GDXJ Vaneck Junior Gold Miners | 0.52% | 37,285 | $3.7M | Reduce -36.0% |
| LLY Eli Lilly & Co. | 0.52% | 3,027 | $3.6M | Reduce -0.5% |
| HBM Hudbay Minerals Inc. | 0.51% | 151,350 | $3.6M | Add +175.7% |
| CVLT Commvault Systems Inc. | 0.51% | 25,000 | $3.5M | New |
| GLAS Glass House Brands Inc. | 0.50% | 286,154 | $3.5M | New |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.50% | 4,654 | $3.5M | New |
| PANW Palo Alto Networks Inc. | 0.49% | 10,048 | $3.4M | New |
| COST Costco Wholesale Corp. | 0.48% | 3,629 | $3.4M | Add +0.6% |
| TSAT Telesat Corp. | 0.48% | 66,000 | $3.3M | Reduce -5.7% |
| FTAI Ftai Aviation Ltd. | 0.46% | 12,000 | $3.2M | Reduce -20.0% |
| RKLB Rocket Lab Corp. | 0.45% | 31,150 | $3.2M | Reduce -13.8% |
| CLH Clean Harbors Inc. | 0.44% | 10,225 | $3.1M | Reduce -16.8% |
| ULTA Ulta Beauty Inc. | 0.41% | 6,450 | $2.9M | Add +115.0% |
| XLK SS Technology Select Sector | 0.41% | 15,168 | $2.9M | Reduce -70.5% |
| VNOM Viper Energy Inc. Class A | 0.41% | 68,000 | $2.9M | Add +58.1% |
| ATS Ats Corp. | 0.41% | 100,000 | $2.9M | New |
| CCJ Cameco Corp. | 0.41% | 28,107 | $2.9M | Add +119.5% |
| HD Home Depot Inc. | 0.40% | 7,924 | $2.8M | Reduce -10.5% |
| OKTA Okta Inc. | 0.39% | 20,000 | $2.7M | New |
| AMT American Tower Corp. | 0.38% | 16,500 | $2.7M | New |
| TECK Teck Resources Ltd.-CLS B | 0.37% | 44,120 | $2.6M | Reduce -0.9% |
| ODFL Old Dominion Freight Line | 0.37% | 12,101 | $2.6M | Reduce -14.7% |
| MCO Moody's Corp. | 0.36% | 5,625 | $2.5M | Reduce -41.9% |
| BABA Alibaba Group Holding-SP ADR | 0.36% | 26,300 | $2.5M | New |
| BA The Boeing Co. | 0.35% | 11,355 | $2.5M | Reduce -8.1% |
| PI Impinj Inc. | 0.33% | 16,000 | $2.3M | Reduce -38.9% |
| PFE Pfizer Inc. | 0.32% | 93,003 | $2.2M | Reduce -1.1% |
| LNG Cheniere Energy Inc. | 0.31% | 9,081 | $2.2M | New |
| BIIB Biogen Inc. | 0.31% | 10,000 | $2.2M | No change |
| IJH iShares Core S&P Midcap ETF | 0.31% | 28,000 | $2.2M | No change |
| PLXS Plexus Corp. | 0.30% | 7,000 | $2.1M | New |
| SCHW Schwab (charles) Corp. | 0.30% | 22,743 | $2.1M | No change |
| AON Aon PLC Class A | 0.28% | 6,000 | $2.0M | No change |
| AVGO Broadcom Inc. | 0.28% | 5,174 | $2.0M | New |
| GDX Vaneck Gold Miners ETF | 0.28% | 25,595 | $1.9M | Reduce -51.3% |
| JAAA Janus Henderson Aaa Clo ETF | 0.27% | 38,100 | $1.9M | Reduce -2.2% |
| BEP Brookfield Renewable Partner | 0.27% | 55,512 | $1.9M | New |
| SHY iShares 1-3 Year Treasury Bo | 0.27% | 23,200 | $1.9M | No change |
| ALGN Align Technology Inc. | 0.27% | 11,100 | $1.9M | Reduce -7.5% |
| EQT Eqt Corp. | 0.27% | 35,000 | $1.9M | Add +460.0% |
| TER Teradyne Inc. | 0.26% | 3,830 | $1.9M | Reduce -1.3% |
| W Wayfair Inc. Class A | 0.26% | 20,000 | $1.8M | New |
Other holdings (1): bonds, preferreds, convertibles and warrants · $4.5M (not counted above)
| Security | Class | Shares / Principal | Value | Change |
|---|---|---|---|---|
| VSE CORP (VSEC 5.75 02/01/29) | UNIT 02/01/2029 | 77,758 | $4.5M | Add +293.6% |
Total filed on the 13F, all lines: $705.7M.
Portfolio Sells Q1 2026 → Q2 2026
| NVDA Nvidia Corp. | Reduce -37.1% | 1.59% | −0.95 |
| PHYS Sprott Physical Gold Trust | Reduce -2.6% | 2.11% | −0.83 |
| AEM Agnico Eagle Mines Ltd. | Reduce -17.5% | 0.99% | −0.82 |
| XLK SS Technology Select Sector | Reduce -70.5% | 0.41% | −0.71 |
| GDXJ Vaneck Junior Gold Miners | Reduce -36.0% | 0.52% | −0.63 |
| IEX Idex Corp. | Sold out | 0.00% | −0.62 |
| GDX Vaneck Gold Miners ETF | Reduce -51.3% | 0.28% | −0.52 |
| HAL Halliburton Co. | Reduce -54.5% | 0.24% | −0.46 |
| NEM Newmont Corp. | Reduce -16.4% | 0.68% | −0.41 |
| XLE SS Energy Select Sector | Sold out | 0.00% | −0.40 |
| UPS United Parcel Service Class B | Sold out | 0.00% | −0.39 |
| FCX Freeport-McMoran Inc. | Reduce -30.4% | 0.69% | −0.38 |
| GOOG Alphabet Inc. Class C | Reduce -39.3% | 0.69% | −0.38 |
| INTU Intuit Inc. | Sold out | 0.00% | −0.35 |
| NET Cloudflare Inc. Class A | Sold out | 0.00% | −0.34 |
| GS Goldman Sachs Group Inc. | Reduce -21.2% | 1.48% | −0.33 |
| MCO Moody's Corp. | Reduce -41.9% | 0.36% | −0.33 |
| CRWD CrowdStrike Holdings Inc. Class A | Sold out | 0.00% | −0.32 |
| QXO Qxo Inc. | Sold out | 0.00% | −0.32 |
| SNDK Sandisk Corp. | Sold out | 0.00% | −0.31 |
| TATT Tat Technologies Ltd. | Sold out | 0.00% | −0.31 |
| PBA Pembina Pipeline Corp. | Reduce -16.6% | 0.89% | −0.30 |
| MS Morgan Stanley | Reduce -33.6% | 0.81% | −0.30 |
| RACE Ferrari NV | Sold out | 0.00% | −0.28 |
| PEP Pepsico Inc. | Sold out | 0.00% | −0.27 |
| LECO Lincoln Electric Holdings | Reduce -50.0% | 0.23% | −0.27 |
| LDOS Leidos Holdings Inc. | Sold out | 0.00% | −0.26 |
| ZTS Zoetis Inc. | Sold out | 0.00% | −0.25 |
| BGSI Boyd Group Services Inc. | Sold out | 0.00% | −0.25 |
| KMB Kimberly-Clark Corp. | Sold out | 0.00% | −0.24 |
| IWM iShares Russell 2000 ETF | Reduce -66.0% | 0.13% | −0.24 |
| ETN Eaton Corp. PLC | Reduce -88.8% | 0.03% | −0.23 |
| RH RH | Sold out | 0.00% | −0.23 |
| CL Colgate-Palmolive Co. | Sold out | 0.00% | −0.22 |
| GLW Corning Inc. | Sold out | 0.00% | −0.22 |
| WSC Willscot Holdings Corp. | Reduce -50.8% | 0.53% | −0.22 |
| AXON Axon Enterprise Inc. | Sold out | 0.00% | −0.21 |
| WRBY Warby Parker Inc. Class A | Sold out | 0.00% | −0.21 |
| HSIC Henry Schein Inc. | Sold out | 0.00% | −0.21 |
| PLAB Photronics Inc. | Sold out | 0.00% | −0.20 |
| XPO Xpo Inc. | Reduce -14.3% | 0.70% | −0.19 |
| MU Micron Technology Inc. | Reduce -95.0% | 0.03% | −0.19 |
| EMXC iShares MSCI Emr MRK Ex Chna | Reduce -75.5% | 0.07% | −0.19 |
| CRK Comstock Resources Inc. | Reduce -73.9% | 0.03% | −0.18 |
| MOH Molina Healthcare Inc. | Sold out | 0.00% | −0.18 |
| NKE Nike Inc. Class B | Sold out | 0.00% | −0.18 |
| NFLX Netflix Inc. | Sold out | 0.00% | −0.17 |
| CAE Cae Inc. | Sold out | 0.00% | −0.17 |
| BCO The Brink's Co. | Sold out | 0.00% | −0.17 |
| MA Mastercard Inc. Class A | Reduce -10.1% | 0.65% | −0.16 |
Portfolio Buys Q1 2026 → Q2 2026
| PSCT Invesco S&P Smallcap Informa | New | 0.79% | +0.79 |
| UNP Union Pacific Corp. | Add +851.1% | 0.87% | +0.77 |
| TSM Taiwan Semiconductor-SP ADR | Add +382.1% | 0.86% | +0.71 |
| GE General Electric | Add +127.8% | 1.15% | +0.71 |
| CEF Sprott Physical Gold and Sil | New | 0.69% | +0.69 |
| XHB SS SPDR S&P Homebldrs ETF | Add +117.7% | 1.22% | +0.67 |
| MDT Medtronic PLC | Add +456.0% | 0.84% | +0.65 |
| SHOP Shopify Inc. Class A | Add +471.7% | 0.79% | +0.63 |
| CP Canadian Pacific Kansas City | Add +86.8% | 1.37% | +0.60 |
| GFL GFL Environmental Inc.-Sub VT | New | 0.59% | +0.59 |
| NTRA Natera Inc. | Add +288.7% | 0.73% | +0.57 |
| AMZN Amazon.com Inc. | Add +24.3% | 2.95% | +0.56 |
| GEHC GE Healthcare Technology | New | 0.53% | +0.53 |
| GOOGL Alphabet Inc. Class A | Add +11.3% | 3.06% | +0.51 |
| CVLT Commvault Systems Inc. | New | 0.51% | +0.51 |
| GLAS Glass House Brands Inc. | New | 0.50% | +0.50 |
| SPY SS SPDR S&P 500 ETF Trust-US | New | 0.50% | +0.50 |
| PANW Palo Alto Networks Inc. | New | 0.49% | +0.49 |
| AAPL Apple Inc. | Add +7.7% | 7.58% | +0.45 |
| TSLA Tesla Inc. | Add +72.2% | 1.07% | +0.44 |
| ATS Ats Corp. | New | 0.41% | +0.41 |
| OKTA Okta Inc. | New | 0.39% | +0.39 |
| AMT American Tower Corp. | New | 0.38% | +0.38 |
| NTR Nutrien Ltd. | Add +216.9% | 0.68% | +0.38 |
| CNI Canadian Natl Railway Co. | Add +103.3% | 0.72% | +0.37 |
| BABA Alibaba Group Holding-SP ADR | New | 0.36% | +0.36 |
| PSLV Sprott Physical Silver Trust | Add +106.5% | 1.20% | +0.33 |
| HBM Hudbay Minerals Inc. | Add +175.7% | 0.51% | +0.32 |
| LNG Cheniere Energy Inc. | New | 0.31% | +0.31 |
| PLXS Plexus Corp. | New | 0.30% | +0.30 |
| ITB iShares U.S. Home Constructi | Add +42.5% | 1.00% | +0.30 |
| COPX Global X Copper Miners ETF | Add +55.1% | 1.11% | +0.29 |
| AVGO Broadcom Inc. | New | 0.28% | +0.28 |
| BEP Brookfield Renewable Partner | New | 0.27% | +0.27 |
| W Wayfair Inc. Class A | New | 0.26% | +0.26 |
| NOK Nokia Corp.-Spon ADR | New | 0.24% | +0.24 |
| SGI Somnigroup International Inc. | New | 0.22% | +0.22 |
| EQT Eqt Corp. | Add +460.0% | 0.27% | +0.20 |
| MSFT Microsoft Corp. | Add +25.2% | 2.26% | +0.19 |
| FLY Firefly Aerospace Inc. | New | 0.19% | +0.19 |
| NBIS Nebius Group NV | New | 0.19% | +0.19 |
| EXE Expand Energy Corp. | New | 0.18% | +0.18 |
| CHWY Chewy Inc. Class A | New | 0.18% | +0.18 |
| CCJ Cameco Corp. | Add +119.5% | 0.41% | +0.18 |
| ASTS Ast Spacemobile Inc. | New | 0.16% | +0.16 |
| LION Lionsgate Studios Corp. | New | 0.16% | +0.16 |
| RKT Rocket Cos Inc. Class A | New | 0.16% | +0.16 |
| ULTA Ulta Beauty Inc. | Add +115.0% | 0.41% | +0.16 |
| CLS Celestica Inc. | New | 0.16% | +0.16 |
| SBUX Starbucks Corp. | New | 0.15% | +0.15 |
Notes & Other Activity Q1 2026 → Q2 2026
| VSE CORP (VSEC 5.75 02/01/29) | UNIT 02/01/2029 | Add +293.6% | 77,758 | $4.5M |
Bonds, preferreds, convertibles and warrants; not part of the stock holdings or percentages above.
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 223 | $701.2M | AAPL, RY, GOOGL, AMZN, MSFT |
| Q1 2026 | 224 | $607.2M | AAPL, RY, PHYS, GOOGL, NVDA |
| Q4 2025 | 219 | $752.2M | AAPL, AMZN, MSFT, RY, JPM |
| Q3 2025 | 206 | $699.0M | AAPL, MSFT, AMZN, RY, META |
| Q2 2025 | 183 | $603.6M | AAPL, MSFT, AMZN, RY, META |
| Q1 2025 | 170 | $511.8M | AAPL, AMZN, MSFT, META, BRK.B |
| Q4 2024 | 189 | $637.8M | AAPL, MSFT, AMZN, RY, META |
| Q3 2024 | 206 | $662.4M | AAPL, MSFT, RY, META, AMZN |
| Q2 2024 | 186 | $607.6M | AAPL, MSFT, AMZN, RY, META |
| Q1 2024 | 195 | $646.5M | AAPL, MSFT, AMZN, RY, GOOG |