K.J. Harrison & Partners Inc
In its 13F for Q3 2024 (holdings as of September 30, 2024, filed October 25, 2024), K.J. Harrison & Partners Inc reported 206 stock positions worth $662.4 million. Its top holding was Apple (AAPL) at 6.5% of the portfolio, followed by Microsoft (MSFT, 4.4%) and Royal Bank of Canada (RY, 3.4%). Compared with Q2 2024, it opened 47 new positions, sold out of 27, added to 47 and reduced 77. The biggest buy was Can Imperial BK of Commerce (CM, shares +528%) and the biggest sale Bank of Montreal (BMO, shares −66%).
- Most Recent 13F
- Q2 2026
- Location
- TORONTO, A6
- CIK
- 0001418359
- Portfolio Value
- $662.4M (Q3 2024)
- SEC Filing
- 0001085146-24-005142 ↗ filed Oct 25, 2024
Holdings Value
Holdings 206 stocks · $662.4M
| AAPL Apple Inc. | 6.54% | 183,054 | $43.3M | Reduce -15.3% |
| MSFT Microsoft Corp. | 4.40% | 69,641 | $29.2M | Add +18.1% |
| RY Royal Bank of Canada | 3.41% | 180,577 | $22.6M | Add +5.9% |
| META Meta Platforms Inc. Class A | 3.26% | 37,592 | $21.6M | Add +23.9% |
| AMZN Amazon.com Inc. | 2.72% | 95,194 | $18.0M | Reduce -8.5% |
| TRP TC Energy Corp. | 2.23% | 311,481 | $14.8M | Add +17.8% |
| JPM JPMorgan Chase & Co. | 2.13% | 63,301 | $14.1M | Add +33.8% |
| CNQ Canadian Natural Resources | 2.11% | 391,476 | $14.0M | Add +2.6% |
| SPY SS SPDR S&P 500 ETF Trust-US | 2.09% | 23,688 | $13.8M | Add +2.9% |
| CM Can Imperial BK of Commerce filed as CANADIAN IMPERIAL BK COMM | 2.06% | 219,100 | $13.7M | Add +528.1% |
| BRK.B Berkshire Hathaway Inc. Class B | 1.94% | 27,739 | $12.9M | Reduce -0.3% |
| NVDA Nvidia Corp. | 1.91% | 88,100 | $12.7M | Add +14.6% |
| FCX Freeport-McMoran Inc. | 1.73% | 239,080 | $11.5M | Reduce -0.4% |
| TECK Teck Resources Ltd.-CLS B | 1.71% | 227,125 | $11.3M | Add +4.1% |
| COST Costco Wholesale Corp. | 1.56% | 11,653 | $10.3M | Add +0.1% |
| BRK.A Berkshire Hathaway Inc. Class A | 1.48% | 14 | $9.8M | No change |
| GOOGL Alphabet Inc. Class A | 1.35% | 54,518 | $8.9M | Reduce -6.8% |
| RBA RB Global Inc. | 1.33% | 102,335 | $8.8M | Reduce -23.8% |
| CRH CRH PLC | 1.22% | 87,870 | $8.1M | Add +6.0% |
| WCN Waste Connections Inc. | 1.21% | 44,057 | $8.0M | Reduce -0.1% |
| LLY Eli Lilly & Co. | 1.15% | 8,399 | $7.6M | Reduce -10.6% |
| SYK Stryker Corp. | 1.14% | 20,593 | $7.6M | Reduce -14.9% |
| MCO Moody's Corp. | 1.07% | 14,618 | $7.1M | No change |
| V Visa Inc. Class A | 1.07% | 24,623 | $7.1M | Reduce -4.6% |
| CP Canadian Pacific Kansas City | 1.06% | 89,358 | $7.0M | Reduce -0.4% |
| TD Toronto-Dominion Bank | 0.99% | 115,222 | $6.5M | Add +43.4% |
| BSX Boston Scientific Corp. | 0.92% | 69,300 | $6.1M | Add +40.6% |
| ENB Enbridge Inc. | 0.84% | 134,718 | $5.6M | Reduce -37.9% |
| GOOG Alphabet Inc. Class C | 0.81% | 32,530 | $5.4M | Reduce -29.3% |
| XLK SS Technology Select Sector | 0.81% | 23,140 | $5.4M | No change |
| MA Mastercard Inc. Class A | 0.80% | 10,323 | $5.3M | Add +62.7% |
| FTAI Ftai Aviation Ltd. | 0.80% | 37,000 | $5.3M | Reduce -24.5% |
| WSO Watsco Inc. | 0.75% | 10,070 | $5.0M | No change |
| HEI Heico Corp. | 0.69% | 17,540 | $4.6M | Reduce -18.6% |
| CVE Cenovus Energy Inc. | 0.67% | 261,745 | $4.4M | Add +99.8% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.67% | 45,707 | $4.4M | Add +9.6% |
| NOA North American Construction | 0.65% | 246,700 | $4.3M | Add +5.1% |
| GS Goldman Sachs Group Inc. | 0.64% | 8,247 | $4.3M | Add +0.2% |
| UNP Union Pacific Corp. | 0.63% | 17,240 | $4.1M | No change |
| CLH Clean Harbors Inc. | 0.63% | 16,052 | $4.1M | Reduce -10.8% |
| PHYS Sprott Physical Gold Trust | 0.62% | 193,533 | $4.1M | Reduce -5.5% |
| URI United Rentals Inc. | 0.62% | 4,900 | $4.1M | Reduce -2.0% |
| SU Suncor Energy Inc. | 0.60% | 101,540 | $4.0M | Reduce -5.5% |
| IWM iShares Russell 2000 ETF | 0.59% | 17,658 | $3.9M | No change |
| TU Telus Corp. | 0.59% | 242,093 | $3.9M | Reduce -36.0% |
| VSEC Vse Corp. | 0.59% | 38,300 | $3.9M | Add +57.6% |
| BN Brookfield Corp. | 0.57% | 68,144 | $3.8M | Reduce -0.3% |
| PSLV Sprott Physical Silver Trust | 0.56% | 328,340 | $3.7M | Add +102.3% |
| BMO Bank of Montreal filed as BANK MONTREAL QUE | 0.56% | 40,091 | $3.7M | Reduce -66.4% |
| PFE Pfizer Inc. | 0.56% | 128,263 | $3.7M | Add +20.7% |
| STN Stantec Inc. | 0.54% | 42,500 | $3.6M | Reduce -6.6% |
| MS Morgan Stanley | 0.53% | 29,700 | $3.5M | Add +0.8% |
| AME Ametek Inc. | 0.53% | 20,565 | $3.5M | Add +33.8% |
| DHR Danaher Corp. | 0.53% | 12,795 | $3.5M | Add +4.1% |
| TDG Transdigm Group Inc. | 0.52% | 2,500 | $3.5M | Add +8.7% |
| BCE Bce Inc. | 0.51% | 101,841 | $3.4M | Reduce -35.5% |
| AEM Agnico Eagle Mines Ltd. | 0.51% | 38,965 | $3.4M | Reduce -4.1% |
| SHW The Sherwin-Williams Co. | 0.49% | 8,585 | $3.3M | Reduce -10.4% |
| CPRT Copart Inc. | 0.48% | 60,760 | $3.2M | Reduce -9.0% |
| DKNG Draftkings Inc. Class A | 0.46% | 82,795 | $3.1M | Reduce -3.5% |
| SCHW Schwab (charles) Corp. | 0.45% | 42,343 | $3.0M | Add +32.6% |
| MSCI MSCI Inc. | 0.45% | 4,916 | $3.0M | No change |
| MUSA Murphy USA Inc. | 0.44% | 6,100 | $2.9M | Reduce -14.1% |
| TSLA Tesla Inc. | 0.42% | 12,580 | $2.8M | Add +72.1% |
| WCC Wesco International Inc. | 0.41% | 15,420 | $2.7M | Reduce -24.9% |
| BNS Bank of Nova Scotia filed as BANK NOVA SCOTIA HALIFAX | 0.41% | 51,619 | $2.7M | Reduce -62.6% |
| LYV Live Nation Entertainment Inc. | 0.40% | 23,250 | $2.7M | No change |
| DHI D.R. Horton Inc. | 0.39% | 14,000 | $2.6M | Reduce -6.7% |
| TMO Thermo Fisher Scientific Inc. | 0.39% | 4,378 | $2.6M | Reduce -0.8% |
| ADBE Adobe Inc. | 0.39% | 5,167 | $2.6M | Add +40.9% |
| HUBS HubSpot Inc. | 0.39% | 4,800 | $2.6M | New |
| EXP Eagle Materials Inc. | 0.37% | 8,250 | $2.5M | Reduce -19.5% |
| ONON On Holding AG Class A filed as ON HLDG AG | 0.36% | 50,000 | $2.4M | New |
| GDXJ Vaneck Junior Gold Miners | 0.36% | 44,159 | $2.4M | Reduce -0.0% |
| SPGI S&P Global Inc. | 0.36% | 4,541 | $2.4M | No change |
| MELI MercadoLibre Inc. | 0.36% | 1,125 | $2.4M | Add +125.0% |
| CVNA Carvana Co. | 0.35% | 12,000 | $2.3M | Reduce -20.0% |
| HD Home Depot Inc. | 0.34% | 5,510 | $2.2M | Add +5.8% |
| GGG Graco Inc. | 0.34% | 26,235 | $2.2M | No change |
| FICO Fair Isaac Corp. | 0.33% | 1,100 | $2.2M | Reduce -15.4% |
| POOL Pool Corp. | 0.33% | 6,100 | $2.2M | No change |
| IBP Installed Building Products | 0.33% | 9,000 | $2.2M | New |
| XBI SS SPDR S&P Biotech ETF | 0.32% | 21,800 | $2.1M | Add +3.8% |
| CLS Celestica Inc. | 0.32% | 37,000 | $2.1M | New |
| CMG Chipotle Mexican Grill Inc. | 0.31% | 34,250 | $2.0M | New |
| HCC Warrior Met Coal Inc. | 0.30% | 33,000 | $2.0M | New |
| EBAY eBay Inc. | 0.29% | 30,000 | $1.9M | Add +200.0% |
| SHY iShares 1-3 Year Treasury Bo | 0.29% | 23,200 | $1.9M | No change |
| SPOT Spotify Technology SA | 0.29% | 5,000 | $1.9M | No change |
| CHDN Churchill Downs Inc. | 0.27% | 13,400 | $1.8M | Reduce -13.0% |
| UBER Uber Technologies Inc. | 0.27% | 22,000 | $1.8M | Reduce -68.1% |
| ORCL Oracle Corp. | 0.27% | 10,150 | $1.8M | New |
| SGI Somnigroup International Inc. filed as TEMPUR SEALY INTL INC | 0.26% | 35,000 | $1.7M | Reduce -10.3% |
| PBA Pembina Pipeline Corp. | 0.26% | 40,445 | $1.7M | No change |
| MU Micron Technology Inc. | 0.25% | 15,000 | $1.6M | New |
| LEN Lennar Corp. Class A | 0.25% | 9,000 | $1.6M | Reduce -10.0% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.24% | 7,000 | $1.6M | New |
| TSM Taiwan Semiconductor-SP ADR | 0.24% | 8,000 | $1.6M | Reduce -23.8% |
| PYPL PayPal Holdings Inc. | 0.24% | 20,018 | $1.6M | New |
| PRKS United Parks & Resorts Inc. | 0.24% | 30,000 | $1.6M | New |
Portfolio Sells Q2 2024 → Q3 2024
| BMO Bank of Montreal | Reduce -66.4% | 0.56% | −1.09 |
| AAPL Apple Inc. | Reduce -15.3% | 6.54% | −0.95 |
| BNS Bank of Nova Scotia | Reduce -62.6% | 0.41% | −0.63 |
| AMZN Amazon.com Inc. | Reduce -8.5% | 2.72% | −0.59 |
| IEX Idex Corp. | Sold out | 0.00% | −0.58 |
| GOOG Alphabet Inc. Class C | Reduce -29.3% | 0.81% | −0.58 |
| UBER Uber Technologies Inc. | Reduce -68.1% | 0.27% | −0.56 |
| PI Impinj Inc. | Reduce -80.2% | 0.16% | −0.45 |
| TLT iShares 20+ Year Treasury BD | Reduce -84.2% | 0.08% | −0.45 |
| ENB Enbridge Inc. | Reduce -37.9% | 0.84% | −0.42 |
| NFLX Netflix Inc. | Reduce -65.6% | 0.24% | −0.42 |
| GOOGL Alphabet Inc. Class A | Reduce -6.8% | 1.35% | −0.40 |
| RBA RB Global Inc. | Reduce -23.8% | 1.33% | −0.35 |
| TU Telus Corp. | Reduce -36.0% | 0.59% | −0.35 |
| MRSH Marsh & McLennan Cos | Sold out | 0.00% | −0.35 |
| BCE Bce Inc. | Reduce -35.5% | 0.51% | −0.33 |
| AMP Ameriprise Financial Inc. | Reduce -62.5% | 0.24% | −0.33 |
| MRNA Moderna Inc. | Sold out | 0.00% | −0.31 |
| ORLY O'reilly Automotive Inc. | Sold out | 0.00% | −0.28 |
| MTCH Match Group Inc. | Sold out | 0.00% | −0.25 |
| LLY Eli Lilly & Co. | Reduce -10.6% | 1.15% | −0.25 |
| FERG Ferguson Jersey Ltd. | Sold out | 0.00% | −0.25 |
| STT State Street Corp. | Sold out | 0.00% | −0.24 |
| ABNB Airbnb Inc. Class A | Sold out | 0.00% | −0.22 |
| TREX Trex Company Inc. | Sold out | 0.00% | −0.21 |
| SYK Stryker Corp. | Reduce -14.9% | 1.14% | −0.21 |
| SITE Siteone Landscape Supply Inc. | Sold out | 0.00% | −0.21 |
| CVS CVS Health Corp. | Reduce -60.2% | 0.12% | −0.21 |
| OTIS Otis Worldwide Corp. | Sold out | 0.00% | −0.21 |
| FCX Freeport-McMoran Inc. | Reduce -0.4% | 1.73% | −0.19 |
| CAR Avis Budget Group Inc. | Sold out | 0.00% | −0.19 |
| SLF Sun Life Financial Inc. | Reduce -77.5% | 0.05% | −0.17 |
| WING Wingstop Inc. | Reduce -50.0% | 0.11% | −0.17 |
| ODFL Old Dominion Freight Line | Sold out | 0.00% | −0.15 |
| CPNG Coupang Inc. | Sold out | 0.00% | −0.14 |
| BKNG Booking Holdings Inc. | Reduce -76.3% | 0.04% | −0.13 |
| DPZ Domino's Pizza Inc. | Sold out | 0.00% | −0.13 |
| CRWD CrowdStrike Holdings Inc. Class A | Sold out | 0.00% | −0.13 |
| DE Deere & Co. | Sold out | 0.00% | −0.12 |
| WCC Wesco International Inc. | Reduce -24.9% | 0.41% | −0.12 |
| CPRT Copart Inc. | Reduce -9.0% | 0.48% | −0.11 |
| CELH Celsius Holdings Inc. | Sold out | 0.00% | −0.11 |
| MUSA Murphy USA Inc. | Reduce -14.1% | 0.44% | −0.11 |
| CIGI Colliers Intl GR-Subord Vot | Sold out | 0.00% | −0.10 |
| AMD Advanced Micro Devices | Sold out | 0.00% | −0.10 |
| AJG Arthur J Gallagher & Co. | Reduce -32.9% | 0.22% | −0.10 |
| HEI Heico Corp. | Reduce -18.6% | 0.69% | −0.10 |
| CP Canadian Pacific Kansas City | Reduce -0.4% | 1.06% | −0.10 |
| ZS Zscaler Inc. | Sold out | 0.00% | −0.09 |
| STN Stantec Inc. | Reduce -6.6% | 0.54% | −0.09 |
Portfolio Buys Q2 2024 → Q3 2024
| CM Can Imperial BK of Commerce | Add +528.1% | 2.06% | +1.79 |
| META Meta Platforms Inc. Class A | Add +23.9% | 3.26% | +0.75 |
| TRP TC Energy Corp. | Add +17.8% | 2.23% | +0.58 |
| JPM JPMorgan Chase & Co. | Add +33.8% | 2.13% | +0.56 |
| RY Royal Bank of Canada | Add +5.9% | 3.41% | +0.42 |
| HUBS HubSpot Inc. | New | 0.39% | +0.39 |
| ONON On Holding AG Class A | New | 0.36% | +0.36 |
| NVDA Nvidia Corp. | Add +14.6% | 1.91% | +0.35 |
| MA Mastercard Inc. Class A | Add +62.7% | 0.80% | +0.34 |
| IBP Installed Building Products | New | 0.33% | +0.33 |
| CLS Celestica Inc. | New | 0.32% | +0.32 |
| CMG Chipotle Mexican Grill Inc. | New | 0.31% | +0.31 |
| HCC Warrior Met Coal Inc. | New | 0.30% | +0.30 |
| PSLV Sprott Physical Silver Trust | Add +102.3% | 0.56% | +0.30 |
| BSX Boston Scientific Corp. | Add +40.6% | 0.92% | +0.30 |
| ORCL Oracle Corp. | New | 0.27% | +0.27 |
| TD Toronto-Dominion Bank | Add +43.4% | 0.99% | +0.26 |
| MU Micron Technology Inc. | New | 0.25% | +0.25 |
| IBM Intl Business Machines Corp. | New | 0.24% | +0.24 |
| CVE Cenovus Energy Inc. | Add +99.8% | 0.67% | +0.24 |
| PYPL PayPal Holdings Inc. | New | 0.24% | +0.24 |
| PRKS United Parks & Resorts Inc. | New | 0.24% | +0.24 |
| VSEC Vse Corp. | Add +57.6% | 0.59% | +0.23 |
| MTD Mettler-Toledo International | New | 0.23% | +0.23 |
| MELI MercadoLibre Inc. | Add +125.0% | 0.36% | +0.22 |
| CRM Salesforce Inc. | New | 0.22% | +0.22 |
| VSXY Victoria's Secret & Co. | New | 0.22% | +0.22 |
| CHWY Chewy Inc. Class A | New | 0.21% | +0.21 |
| QCOM Qualcomm Inc. | New | 0.21% | +0.21 |
| MCD McDonald's Corp. | New | 0.20% | +0.20 |
| EBAY eBay Inc. | Add +200.0% | 0.29% | +0.20 |
| CRH CRH PLC | Add +6.0% | 1.22% | +0.20 |
| HSIC Henry Schein Inc. | New | 0.19% | +0.19 |
| BWXT BWX Technologies Inc. | New | 0.19% | +0.19 |
| TSLA Tesla Inc. | Add +72.1% | 0.42% | +0.18 |
| ETHE Grayscale Ethereum Staking E | New | 0.17% | +0.17 |
| PZZA Papa John's Intl Inc. | New | 0.16% | +0.16 |
| BMY Bristol-Myers Squibb Co. | New | 0.16% | +0.16 |
| TAC Transalta Corp. | New | 0.16% | +0.16 |
| SHOP Shopify Inc. Class A | New | 0.15% | +0.15 |
| MAT Mattel Inc. | New | 0.14% | +0.14 |
| EQIX Equinix Inc. | New | 0.13% | +0.13 |
| ALGN Align Technology Inc. | New | 0.13% | +0.13 |
| CHKP Check Point Software Tech | New | 0.12% | +0.12 |
| KWEB Kranesh Csi China Internet | New | 0.12% | +0.12 |
| BIRK Birkenstock Holding PLC | New | 0.12% | +0.12 |
| ZM Zoom Communications Inc. | New | 0.11% | +0.11 |
| AME Ametek Inc. | Add +33.8% | 0.53% | +0.10 |
| ARM Arm Holdings PLC-ADR | Add +200.0% | 0.14% | +0.08 |
| GEV GE Vernova Inc. | New | 0.08% | +0.08 |
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 |