K.J. Harrison & Partners Inc
In its 13F for Q1 2024 (holdings as of March 31, 2024, filed April 26, 2024), K.J. Harrison & Partners Inc reported 195 stock positions worth $646.5 million. Its top holding was Apple (AAPL) at 5.9% of the portfolio, followed by Microsoft (MSFT, 3.7%) and Amazon.com (AMZN, 3.3%). Compared with Q4 2023, it opened 36 new positions, sold out of 43, added to 75 and reduced 48. The biggest buy was Meta Platforms Class A (META, shares +63%) and the biggest sale Apple (AAPL, shares −1%).
- Most Recent 13F
- Q2 2026
- Location
- TORONTO, A6
- CIK
- 0001418359
- Portfolio Value
- $646.5M (Q1 2024)
- SEC Filing
- 0001085146-24-002074 ↗ filed Apr 26, 2024
Holdings Value
Holdings 195 stocks · $646.5M
| AAPL Apple Inc. | 5.92% | 223,309 | $38.3M | Reduce -0.8% |
| MSFT Microsoft Corp. | 3.73% | 57,346 | $24.1M | Add +3.4% |
| AMZN Amazon.com Inc. | 3.27% | 117,089 | $21.1M | Add +12.9% |
| RY Royal Bank of Canada | 2.96% | 189,483 | $19.1M | Reduce -5.5% |
| GOOG Alphabet Inc. Class C | 2.87% | 121,830 | $18.5M | Add +1.3% |
| BMO Bank of Montreal filed as BANK MONTREAL QUE | 2.35% | 155,510 | $15.2M | Add +90.3% |
| META Meta Platforms Inc. Class A | 1.94% | 25,842 | $12.5M | Add +63.3% |
| CNQ Canadian Natural Resources | 1.92% | 162,468 | $12.4M | Add +10.5% |
| BRK.B Berkshire Hathaway Inc. Class B | 1.83% | 28,151 | $11.8M | No change |
| SPY SS SPDR S&P 500 ETF Trust-US | 1.82% | 22,496 | $11.8M | Add +0.2% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 1.57% | 82,927 | $10.1M | Add +43.6% |
| TRP TC Energy Corp. | 1.50% | 240,612 | $9.7M | Add +52.9% |
| TD Toronto-Dominion Bank | 1.49% | 159,295 | $9.6M | Reduce -29.2% |
| JPM JPMorgan Chase & Co. | 1.48% | 47,794 | $9.6M | Add +14.9% |
| FCX Freeport-McMoran Inc. | 1.45% | 199,205 | $9.4M | Reduce -3.0% |
| GOOGL Alphabet Inc. Class A | 1.43% | 61,370 | $9.3M | Reduce -11.3% |
| WMT Walmart Inc. | 1.38% | 148,577 | $8.9M | Reduce -37.8% |
| BRK.A Berkshire Hathaway Inc. Class A | 1.37% | 14 | $8.9M | No change |
| RBA RB Global Inc. | 1.36% | 115,835 | $8.8M | Add +4.5% |
| TECK Teck Resources Ltd.-CLS B | 1.36% | 192,125 | $8.8M | Add +7.9% |
| COST Costco Wholesale Corp. | 1.33% | 11,759 | $8.6M | Reduce -0.2% |
| CP Canadian Pacific Kansas City | 1.24% | 90,596 | $8.0M | Add +0.6% |
| WCN Waste Connections Inc. | 1.17% | 44,147 | $7.6M | Reduce -2.5% |
| NVDA Nvidia Corp. | 1.16% | 8,285 | $7.5M | Add +140.1% |
| LLY Eli Lilly & Co. | 1.14% | 9,498 | $7.4M | Add +66.5% |
| V Visa Inc. Class A | 1.12% | 25,837 | $7.2M | Add +0.9% |
| BNS Bank of Nova Scotia filed as BANK NOVA SCOTIA HALIFAX | 1.11% | 139,261 | $7.2M | Reduce -17.0% |
| CRH CRH PLC | 1.08% | 80,820 | $7.0M | Reduce -1.2% |
| SPGI S&P Global Inc. | 1.03% | 15,653 | $6.7M | Reduce -5.7% |
| SYK Stryker Corp. | 1.01% | 18,247 | $6.5M | Add +20.1% |
| UBER Uber Technologies Inc. | 0.99% | 83,000 | $6.4M | Add +2.5% |
| QSR Restaurant Brands Intern | 0.97% | 79,083 | $6.3M | Reduce -3.9% |
| SUI Sun Communities Inc. filed as SUN CMNTYS INC | 0.95% | 47,795 | $6.1M | Add +9.3% |
| MSCI MSCI Inc. | 0.90% | 10,416 | $5.8M | Reduce -0.2% |
| SHW The Sherwin-Williams Co. | 0.84% | 15,644 | $5.4M | No change |
| TU Telus Corp. | 0.82% | 331,313 | $5.3M | Reduce -10.7% |
| WSO Watsco Inc. | 0.74% | 11,070 | $4.8M | No change |
| NOA North American Construction | 0.74% | 214,700 | $4.8M | Add +69.7% |
| XLK SS Technology Select Sector | 0.73% | 22,610 | $4.7M | Add +6.1% |
| MS Morgan Stanley | 0.70% | 47,800 | $4.5M | Add +36.6% |
| IEX Idex Corp. | 0.66% | 17,430 | $4.3M | Reduce -5.3% |
| UNP Union Pacific Corp. | 0.66% | 17,240 | $4.2M | No change |
| DKNG Draftkings Inc. Class A | 0.65% | 92,545 | $4.2M | New |
| ENB Enbridge Inc. | 0.65% | 115,916 | $4.2M | Add +21.7% |
| SCHW Schwab (charles) Corp. | 0.63% | 56,443 | $4.1M | Add +11.9% |
| SU Suncor Energy Inc. | 0.61% | 107,633 | $4.0M | Add +0.0% |
| STN Stantec Inc. | 0.61% | 47,500 | $3.9M | Reduce -18.7% |
| AEM Agnico Eagle Mines Ltd. | 0.60% | 65,621 | $3.9M | Add +27.9% |
| CPRT Copart Inc. | 0.60% | 66,760 | $3.9M | No change |
| IWM iShares Russell 2000 ETF | 0.57% | 17,658 | $3.7M | Add +86.7% |
| NFLX Netflix Inc. | 0.57% | 6,025 | $3.7M | Add +487.8% |
| CLH Clean Harbors Inc. | 0.56% | 18,000 | $3.6M | No change |
| HEI Heico Corp. | 0.55% | 18,540 | $3.5M | Add +11.7% |
| AMP Ameriprise Financial Inc. | 0.54% | 8,000 | $3.5M | New |
| PHYS Sprott Physical Gold Trust | 0.53% | 199,379 | $3.4M | Add +17.9% |
| GS Goldman Sachs Group Inc. | 0.53% | 8,230 | $3.4M | Reduce -0.0% |
| BSX Boston Scientific Corp. | 0.52% | 49,300 | $3.4M | New |
| DASH DoorDash Inc. Class A | 0.51% | 24,000 | $3.3M | Reduce -11.1% |
| PFE Pfizer Inc. | 0.50% | 116,713 | $3.2M | Add +179.2% |
| MA Mastercard Inc. Class A | 0.47% | 6,372 | $3.1M | Add +0.7% |
| WCC Wesco International Inc. | 0.46% | 17,520 | $3.0M | No change |
| MUSA Murphy USA Inc. | 0.46% | 7,100 | $3.0M | No change |
| DHR Danaher Corp. | 0.46% | 11,820 | $3.0M | Add +20.8% |
| SWK Stanley Black & Decker Inc. | 0.46% | 30,100 | $2.9M | Add +16.6% |
| BN Brookfield Corp. | 0.45% | 69,037 | $2.9M | Reduce -0.4% |
| POOL Pool Corp. | 0.44% | 7,100 | $2.9M | Add +0.7% |
| AME Ametek Inc. | 0.43% | 15,365 | $2.8M | No change |
| FTAI Ftai Aviation Ltd. | 0.43% | 41,000 | $2.8M | Add +2.5% |
| NTR Nutrien Ltd. | 0.42% | 50,054 | $2.7M | Add +245.9% |
| CVS CVS Health Corp. | 0.41% | 33,221 | $2.6M | Reduce -37.6% |
| FND Floor & Decor Holdings Inc. Class A | 0.40% | 20,000 | $2.6M | New |
| TMO Thermo Fisher Scientific Inc. | 0.39% | 4,367 | $2.5M | Reduce -15.7% |
| MRSH Marsh & McLennan Cos | 0.38% | 12,000 | $2.5M | New |
| LYV Live Nation Entertainment Inc. | 0.38% | 23,250 | $2.5M | Add +0.4% |
| GGG Graco Inc. | 0.38% | 26,235 | $2.5M | Add +13.0% |
| STT State Street Corp. | 0.37% | 31,000 | $2.4M | New |
| SLF Sun Life Financial Inc. | 0.36% | 43,104 | $2.4M | New |
| BCE Bce Inc. | 0.36% | 67,697 | $2.3M | Reduce -45.8% |
| SGI Somnigroup International Inc. filed as TEMPUR SEALY INTL INC | 0.34% | 39,000 | $2.2M | Reduce -2.5% |
| FLUT Flutter Entertainment PLC-Di | 0.34% | 11,000 | $2.2M | New |
| URI United Rentals Inc. | 0.33% | 3,000 | $2.2M | No change |
| GDXJ Vaneck Junior Gold Miners | 0.32% | 54,163 | $2.1M | Add +1.9% |
| CIGI Colliers Intl GR-Subord Vot | 0.32% | 17,110 | $2.1M | New |
| PYPL PayPal Holdings Inc. | 0.31% | 30,018 | $2.0M | New |
| HD Home Depot Inc. | 0.31% | 5,210 | $2.0M | Add +202.6% |
| NTRA Natera Inc. | 0.31% | 21,700 | $2.0M | No change |
| CHDN Churchill Downs Inc. | 0.29% | 15,400 | $1.9M | Add +0.3% |
| AJG Arthur J Gallagher & Co. filed as GALLAGHER ARTHUR J & CO | 0.29% | 7,600 | $1.9M | Add +4.1% |
| SHY iShares 1-3 Year Treasury Bo | 0.29% | 23,200 | $1.9M | No change |
| CM Can Imperial BK of Commerce filed as CANADIAN IMPERIAL BK COMM TO | 0.29% | 37,118 | $1.9M | Add +10.8% |
| RL Ralph Lauren Corp. | 0.29% | 10,000 | $1.9M | New |
| TREX Trex Company Inc. | 0.29% | 18,600 | $1.9M | No change |
| SITE Siteone Landscape Supply Inc. | 0.28% | 10,465 | $1.8M | Add +91.5% |
| MGM MGM Resorts International | 0.28% | 38,000 | $1.8M | No change |
| INTC Intel Corp. | 0.27% | 39,520 | $1.7M | Reduce -43.1% |
| LEN Lennar Corp. Class A | 0.27% | 10,000 | $1.7M | New |
| FBIN Fortune Brands Innovations I | 0.26% | 20,200 | $1.7M | Add +98.0% |
| FERG Ferguson Jersey Ltd. | 0.26% | 7,800 | $1.7M | No change |
| EFXT Enerflex Ltd. | 0.26% | 287,700 | $1.7M | Add +38.5% |
| BIP Brookfield Infrastructure Pa | 0.26% | 52,887 | $1.7M | Add +0.5% |
Portfolio Sells Q4 2023 → Q1 2024
| AAPL Apple Inc. | Reduce -0.8% | 5.92% | −1.42 |
| TD Toronto-Dominion Bank | Reduce -29.2% | 1.49% | −0.98 |
| MCD McDonald's Corp. | Sold out | 0.00% | −0.97 |
| HUBS HubSpot Inc. | Reduce -82.6% | 0.16% | −0.78 |
| UNH Unitedhealth Group Inc. | Reduce -86.1% | 0.10% | −0.76 |
| WMT Walmart Inc. | Reduce -37.8% | 1.38% | −0.75 |
| DG Dollar General Corp. | Sold out | 0.00% | −0.58 |
| BERY Berry Global Group Inc. | Sold out | 0.00% | −0.57 |
| NKE Nike Inc. Class B | Sold out | 0.00% | −0.57 |
| WMG Warner Music Group Corp. Class A | Sold out | 0.00% | −0.55 |
| TSLA Tesla Inc. | Reduce -60.1% | 0.19% | −0.54 |
| RY Royal Bank of Canada | Reduce -5.5% | 2.96% | −0.49 |
| BCE Bce Inc. | Reduce -45.8% | 0.36% | −0.48 |
| CMCSA Comcast Corp. Class A | Sold out | 0.00% | −0.38 |
| DOCN Digitalocean Holdings Inc. | Sold out | 0.00% | −0.35 |
| RBLX Roblox Corp. Class A | Sold out | 0.00% | −0.35 |
| INTC Intel Corp. | Reduce -43.1% | 0.27% | −0.32 |
| SONY Sony Group Corp. - SP ADR | Sold out | 0.00% | −0.32 |
| TTC Toro Co. | Sold out | 0.00% | −0.31 |
| MMM 3M Co. | Sold out | 0.00% | −0.30 |
| CVS CVS Health Corp. | Reduce -37.6% | 0.41% | −0.30 |
| TU Telus Corp. | Reduce -10.7% | 0.82% | −0.30 |
| MTN Vail Resorts Inc. | Sold out | 0.00% | −0.30 |
| BNS Bank of Nova Scotia | Reduce -17.0% | 1.11% | −0.27 |
| ATS Ats Corp. | Sold out | 0.00% | −0.26 |
| ARCH Arch Resources Inc. | Sold out | 0.00% | −0.25 |
| FDX FedEx Corp. | Reduce -64.5% | 0.14% | −0.23 |
| TEAM Atlassian Corp. Class A | Sold out | 0.00% | −0.22 |
| SPGI S&P Global Inc. | Reduce -5.7% | 1.03% | −0.21 |
| GOOGL Alphabet Inc. Class A | Reduce -11.3% | 1.43% | −0.21 |
| STN Stantec Inc. | Reduce -18.7% | 0.61% | −0.19 |
| KVUE Kenvue Inc. | Reduce -72.0% | 0.06% | −0.18 |
| PRKS United Parks & Resorts Inc. | Sold out | 0.00% | −0.18 |
| UPS United Parcel Service Class B | Sold out | 0.00% | −0.17 |
| EA Electronic Arts Inc. | Sold out | 0.00% | −0.16 |
| PANW Palo Alto Networks Inc. | Sold out | 0.00% | −0.15 |
| ADBE Adobe Inc. | Reduce -25.4% | 0.20% | −0.15 |
| ADP Automatic Data Processing | Reduce -81.8% | 0.03% | −0.15 |
| ORCL Oracle Corp. | Sold out | 0.00% | −0.12 |
| QSR Restaurant Brands Intern | Reduce -3.9% | 0.97% | −0.12 |
| PDCO Patterson Cos Inc. | Sold out | 0.00% | −0.12 |
| ETF MANAGERS TR | Sold out | 0.00% | −0.11 |
| AMD Advanced Micro Devices | Sold out | 0.00% | −0.10 |
| MSCI MSCI Inc. | Reduce -0.2% | 0.90% | −0.10 |
| TSM Taiwan Semiconductor-SP ADR | Sold out | 0.00% | −0.10 |
| CRWD CrowdStrike Holdings Inc. Class A | Sold out | 0.00% | −0.10 |
| AVGO Broadcom Inc. | Sold out | 0.00% | −0.09 |
| KBR KBR Inc. | Sold out | 0.00% | −0.09 |
| ASML ASML Holding NV-NY Reg SHS | Sold out | 0.00% | −0.08 |
| XBI SS SPDR S&P Biotech ETF | Reduce -24.1% | 0.23% | −0.08 |
Portfolio Buys Q4 2023 → Q1 2024
| META Meta Platforms Inc. Class A | Add +63.3% | 1.94% | +0.99 |
| BMO Bank of Montreal | Add +90.3% | 2.35% | +0.97 |
| NVDA Nvidia Corp. | Add +140.1% | 1.16% | +0.87 |
| DIS The Walt Disney Co. | Add +43.6% | 1.57% | +0.69 |
| DKNG Draftkings Inc. Class A | New | 0.65% | +0.65 |
| AMZN Amazon.com Inc. | Add +12.9% | 3.27% | +0.60 |
| LLY Eli Lilly & Co. | Add +66.5% | 1.14% | +0.58 |
| AMP Ameriprise Financial Inc. | New | 0.54% | +0.54 |
| BSX Boston Scientific Corp. | New | 0.52% | +0.52 |
| NFLX Netflix Inc. | Add +487.8% | 0.57% | +0.48 |
| TRP TC Energy Corp. | Add +52.9% | 1.50% | +0.45 |
| FND Floor & Decor Holdings Inc. Class A | New | 0.40% | +0.40 |
| MRSH Marsh & McLennan Cos | New | 0.38% | +0.38 |
| STT State Street Corp. | New | 0.37% | +0.37 |
| SLF Sun Life Financial Inc. | New | 0.36% | +0.36 |
| FLUT Flutter Entertainment PLC-Di | New | 0.34% | +0.34 |
| CIGI Colliers Intl GR-Subord Vot | New | 0.32% | +0.32 |
| PYPL PayPal Holdings Inc. | New | 0.31% | +0.31 |
| PFE Pfizer Inc. | Add +179.2% | 0.50% | +0.30 |
| RL Ralph Lauren Corp. | New | 0.29% | +0.29 |
| NOA North American Construction | Add +69.7% | 0.74% | +0.29 |
| NTR Nutrien Ltd. | Add +245.9% | 0.42% | +0.28 |
| JPM JPMorgan Chase & Co. | Add +14.9% | 1.48% | +0.28 |
| CNQ Canadian Natural Resources | Add +10.5% | 1.92% | +0.28 |
| LEN Lennar Corp. Class A | New | 0.27% | +0.27 |
| DHI D.R. Horton Inc. | New | 0.25% | +0.25 |
| IWM iShares Russell 2000 ETF | Add +86.7% | 0.57% | +0.25 |
| SYK Stryker Corp. | Add +20.1% | 1.01% | +0.24 |
| ABNB Airbnb Inc. Class A | New | 0.23% | +0.23 |
| BABA Alibaba Group Holding-SP ADR | New | 0.22% | +0.22 |
| HD Home Depot Inc. | Add +202.6% | 0.31% | +0.21 |
| MSFT Microsoft Corp. | Add +3.4% | 3.73% | +0.20 |
| DELL Dell Technologies -C | New | 0.19% | +0.19 |
| MCO Moody's Corp. | Add +500.0% | 0.22% | +0.18 |
| CLS Celestica Inc. | New | 0.17% | +0.17 |
| WING Wingstop Inc. | New | 0.17% | +0.17 |
| IDXX Idexx Laboratories Inc. | New | 0.17% | +0.17 |
| CVE Cenovus Energy Inc. | Add +312.5% | 0.20% | +0.16 |
| SSD Simpson Manufacturing Co. Inc. | New | 0.16% | +0.16 |
| CPNG Coupang Inc. | Add +275.0% | 0.21% | +0.15 |
| PENN Penn Entertainment Inc. | New | 0.14% | +0.14 |
| MS Morgan Stanley | Add +36.6% | 0.70% | +0.14 |
| UBER Uber Technologies Inc. | Add +2.5% | 0.99% | +0.14 |
| IBIT iShares Bitcoin Trust ETF | New | 0.13% | +0.13 |
| FBIN Fortune Brands Innovations I | Add +98.0% | 0.26% | +0.13 |
| SITE Siteone Landscape Supply Inc. | Add +91.5% | 0.28% | +0.13 |
| AEM Agnico Eagle Mines Ltd. | Add +27.9% | 0.60% | +0.13 |
| ISRG Intuitive Surgical Inc. | New | 0.12% | +0.12 |
| DPZ Domino's Pizza Inc. | New | 0.12% | +0.12 |
| FTAI Ftai Aviation Ltd. | Add +2.5% | 0.43% | +0.11 |
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 |