K.J. Harrison & Partners Inc
In its 13F for Q4 2024 (holdings as of December 31, 2024, filed February 5, 2025), K.J. Harrison & Partners Inc reported 189 stock positions worth $637.8 million. Its top holding was Apple (AAPL) at 6.9% of the portfolio, followed by Microsoft (MSFT, 5.1%) and Amazon.com (AMZN, 3.8%). Compared with Q3 2024, it opened 32 new positions, sold out of 50, added to 51 and reduced 66. The biggest buy was Amazon.com (AMZN, shares +15%) and the biggest sale Freeport-McMoran (FCX, shares −26%).
- Most Recent 13F
- Q2 2026
- Location
- TORONTO, A6
- CIK
- 0001418359
- Portfolio Value
- $637.8M (Q4 2024)
- SEC Filing
- 0001085146-25-000775 ↗ filed Feb 5, 2025
Holdings Value
Holdings 189 stocks · $637.8M
| AAPL Apple Inc. | 6.87% | 179,704 | $43.8M | Reduce -1.8% |
| MSFT Microsoft Corp. | 5.06% | 77,051 | $32.3M | Add +10.6% |
| AMZN Amazon.com Inc. | 3.76% | 109,029 | $24.0M | Add +14.5% |
| RY Royal Bank of Canada | 3.35% | 178,956 | $21.4M | Reduce -0.9% |
| META Meta Platforms Inc. Class A | 3.16% | 33,620 | $20.1M | Reduce -10.6% |
| JPM JPMorgan Chase & Co. | 2.36% | 62,591 | $15.0M | Reduce -1.1% |
| SPY SS SPDR S&P 500 ETF Trust-US | 2.15% | 23,494 | $13.7M | Reduce -0.8% |
| CM Can Imperial BK of Commerce filed as CANADIAN IMPERIAL BK COMM | 2.15% | 219,020 | $13.7M | Reduce -0.0% |
| BRK.B Berkshire Hathaway Inc. Class B | 2.04% | 28,832 | $13.0M | Add +3.9% |
| CNQ Canadian Natural Resources | 1.93% | 391,826 | $12.3M | Add +0.1% |
| TRP TC Energy Corp. | 1.90% | 255,661 | $12.1M | Reduce -17.9% |
| BRK.A Berkshire Hathaway Inc. Class A | 1.69% | 16 | $10.8M | Add +14.3% |
| COST Costco Wholesale Corp. | 1.66% | 11,633 | $10.6M | Reduce -0.2% |
| GOOGL Alphabet Inc. Class A | 1.62% | 54,468 | $10.3M | Reduce -0.1% |
| NVDA Nvidia Corp. | 1.52% | 70,290 | $9.7M | Reduce -20.2% |
| RBA RB Global Inc. | 1.33% | 94,275 | $8.5M | Reduce -7.9% |
| TD Toronto-Dominion Bank | 1.28% | 153,745 | $8.2M | Add +33.4% |
| GOOG Alphabet Inc. Class C | 1.26% | 42,210 | $8.0M | Add +29.8% |
| CRH CRH PLC | 1.25% | 85,820 | $8.0M | Reduce -2.3% |
| V Visa Inc. Class A | 1.21% | 24,603 | $7.7M | Reduce -0.1% |
| WCN Waste Connections Inc. | 1.18% | 44,182 | $7.5M | Add +0.3% |
| SYK Stryker Corp. | 1.16% | 20,583 | $7.4M | Reduce -0.1% |
| MCO Moody's Corp. | 1.16% | 15,600 | $7.4M | Add +6.7% |
| FCX Freeport-McMoran Inc. | 1.05% | 176,970 | $6.7M | Reduce -26.0% |
| LLY Eli Lilly & Co. | 1.04% | 8,543 | $6.6M | Add +1.7% |
| TECK Teck Resources Ltd.-CLS B | 1.04% | 162,020 | $6.6M | Reduce -28.7% |
| CP Canadian Pacific Kansas City | 1.03% | 89,241 | $6.6M | Reduce -0.1% |
| XLK SS Technology Select Sector | 0.93% | 25,477 | $5.9M | Add +10.1% |
| IWM iShares Russell 2000 ETF | 0.92% | 26,658 | $5.9M | Add +51.0% |
| MA Mastercard Inc. Class A | 0.85% | 10,358 | $5.4M | Add +0.3% |
| TSLA Tesla Inc. | 0.84% | 14,050 | $5.3M | Add +11.7% |
| CVE Cenovus Energy Inc. | 0.79% | 330,045 | $5.0M | Add +26.1% |
| EFXT Enerflex Ltd. | 0.75% | 471,919 | $4.8M | Add +100.4% |
| FTAI Ftai Aviation Ltd. | 0.75% | 33,000 | $4.8M | Reduce -10.8% |
| GS Goldman Sachs Group Inc. | 0.74% | 8,247 | $4.7M | No change |
| HEI Heico Corp. | 0.73% | 19,540 | $4.6M | Add +11.4% |
| ENB Enbridge Inc. | 0.72% | 106,823 | $4.6M | Reduce -20.7% |
| SPOT Spotify Technology SA | 0.72% | 10,000 | $4.6M | Add +100.0% |
| NOA North American Construction | 0.70% | 206,900 | $4.5M | Reduce -16.1% |
| WSO Watsco Inc. | 0.70% | 9,560 | $4.5M | Reduce -5.1% |
| SCHW Schwab (charles) Corp. | 0.68% | 58,943 | $4.4M | Add +39.2% |
| BN Brookfield Corp. | 0.67% | 74,379 | $4.3M | Add +9.2% |
| URI United Rentals Inc. | 0.66% | 6,100 | $4.2M | Add +24.5% |
| MCD McDonald's Corp. | 0.66% | 14,377 | $4.2M | Add +233.6% |
| KMX Carmax Inc. | 0.64% | 50,000 | $4.1M | New |
| CLH Clean Harbors Inc. | 0.63% | 17,495 | $4.0M | Add +9.0% |
| UNP Union Pacific Corp. | 0.62% | 17,240 | $4.0M | No change |
| BMO Bank of Montreal filed as BANK MONTREAL QUE | 0.60% | 39,738 | $3.9M | Reduce -0.9% |
| BA The Boeing Co. | 0.57% | 21,000 | $3.6M | New |
| HD Home Depot Inc. | 0.55% | 9,100 | $3.5M | Add +65.2% |
| SU Suncor Energy Inc. | 0.55% | 97,040 | $3.5M | Reduce -4.4% |
| MS Morgan Stanley | 0.55% | 27,900 | $3.5M | Reduce -6.1% |
| CPRT Copart Inc. | 0.53% | 59,700 | $3.4M | Reduce -1.7% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.52% | 29,742 | $3.3M | Reduce -34.9% |
| SHOP Shopify Inc. Class A | 0.52% | 30,630 | $3.3M | Add +163.4% |
| STN Stantec Inc. | 0.51% | 41,500 | $3.3M | Reduce -2.4% |
| VSEC Vse Corp. | 0.51% | 35,000 | $3.3M | Reduce -8.6% |
| AEM Agnico Eagle Mines Ltd. | 0.50% | 39,325 | $3.2M | Add +0.9% |
| LYV Live Nation Entertainment Inc. | 0.49% | 24,250 | $3.1M | Add +4.3% |
| BSX Boston Scientific Corp. | 0.48% | 34,250 | $3.1M | Reduce -50.6% |
| NFLX Netflix Inc. | 0.48% | 3,440 | $3.1M | Add +68.6% |
| CMG Chipotle Mexican Grill Inc. | 0.47% | 50,250 | $3.0M | Add +46.7% |
| LULU Lululemon Athletica Inc. | 0.47% | 8,000 | $3.0M | New |
| BNS Bank of Nova Scotia filed as BANK NOVA SCOTIA HALIFAX | 0.46% | 54,794 | $2.9M | Add +6.2% |
| MSCI MSCI Inc. | 0.46% | 4,909 | $2.9M | Reduce -0.1% |
| WCC Wesco International Inc. | 0.43% | 15,390 | $2.7M | Reduce -0.2% |
| CRM Salesforce Inc. | 0.41% | 8,000 | $2.6M | Add +60.0% |
| CLS Celestica Inc. | 0.41% | 28,000 | $2.6M | Reduce -24.3% |
| MUSA Murphy USA Inc. | 0.39% | 5,100 | $2.5M | Reduce -16.4% |
| TGLS Tecnoglass Holdings Inc. | 0.39% | 31,550 | $2.5M | New |
| JNJ Johnson & Johnson | 0.38% | 16,861 | $2.4M | Add +145.4% |
| PRKS United Parks & Resorts Inc. | 0.36% | 40,000 | $2.3M | Add +33.3% |
| SPGI S&P Global Inc. | 0.35% | 4,529 | $2.2M | Reduce -0.3% |
| TSM Taiwan Semiconductor-SP ADR | 0.35% | 11,000 | $2.2M | Add +37.5% |
| FICO Fair Isaac Corp. | 0.34% | 1,100 | $2.2M | No change |
| SHW The Sherwin-Williams Co. | 0.34% | 6,585 | $2.2M | Reduce -23.3% |
| XBI SS SPDR S&P Biotech ETF | 0.34% | 23,800 | $2.2M | Add +9.2% |
| COIN Coinbase Global Inc. Class A | 0.33% | 8,200 | $2.1M | New |
| IBIT iShares Bitcoin Trust ETF | 0.32% | 37,360 | $2.1M | New |
| PFE Pfizer Inc. | 0.32% | 77,363 | $2.1M | Reduce -39.7% |
| TU Telus Corp. | 0.32% | 148,908 | $2.0M | Reduce -38.5% |
| GGG Graco Inc. | 0.32% | 24,180 | $2.0M | Reduce -7.8% |
| RKLB Rocket Lab USA Inc. | 0.31% | 80,000 | $2.0M | Add +100.0% |
| HSIC Henry Schein Inc. | 0.31% | 29,000 | $2.0M | Add +61.1% |
| GDXJ Vaneck Junior Gold Miners | 0.31% | 44,159 | $2.0M | No change |
| SGI Somnigroup International Inc. filed as TEMPUR SEALY INTL INC | 0.31% | 35,000 | $2.0M | No change |
| HUBS HubSpot Inc. | 0.31% | 2,800 | $2.0M | Reduce -41.7% |
| ONON On Holding AG Class A filed as ON HLDG AG | 0.30% | 35,000 | $1.9M | Reduce -30.0% |
| SHY iShares 1-3 Year Treasury Bo | 0.30% | 23,200 | $1.9M | No change |
| SNOW Snowflake Inc. | 0.30% | 12,005 | $1.9M | New |
| POOL Pool Corp. | 0.29% | 5,600 | $1.9M | Reduce -8.2% |
| ACWI iShares MSCI Acwi ETF | 0.29% | 15,845 | $1.9M | Add +23.3% |
| FLUT Flutter Entertainment PLC-Di | 0.29% | 7,000 | $1.8M | New |
| EXP Eagle Materials Inc. | 0.28% | 7,250 | $1.8M | Reduce -12.1% |
| CHDN Churchill Downs Inc. | 0.28% | 13,400 | $1.8M | No change |
| LSCC Lattice Semiconductor Corp. | 0.26% | 30,000 | $1.7M | Add +200.0% |
| XPO Xpo Inc. | 0.25% | 12,000 | $1.6M | No change |
| AMP Ameriprise Financial Inc. | 0.25% | 3,000 | $1.6M | No change |
| ISRG Intuitive Surgical Inc. | 0.25% | 3,000 | $1.6M | No change |
| NTR Nutrien Ltd. | 0.25% | 34,600 | $1.6M | Add +119.5% |
Portfolio Sells Q3 2024 → Q4 2024
| FCX Freeport-McMoran Inc. | Reduce -26.0% | 1.05% | −0.68 |
| TECK Teck Resources Ltd.-CLS B | Reduce -28.7% | 1.04% | −0.67 |
| PHYS Sprott Physical Gold Trust | Sold out | 0.00% | −0.62 |
| PSLV Sprott Physical Silver Trust | Sold out | 0.00% | −0.56 |
| TDG Transdigm Group Inc. | Sold out | 0.00% | −0.52 |
| BCE Bce Inc. | Sold out | 0.00% | −0.51 |
| DKNG Draftkings Inc. Class A | Sold out | 0.00% | −0.46 |
| BSX Boston Scientific Corp. | Reduce -50.6% | 0.48% | −0.44 |
| DHI D.R. Horton Inc. | Sold out | 0.00% | −0.39 |
| NVDA Nvidia Corp. | Reduce -20.2% | 1.52% | −0.39 |
| ADBE Adobe Inc. | Reduce -89.5% | 0.04% | −0.35 |
| TRP TC Energy Corp. | Reduce -17.9% | 1.90% | −0.33 |
| IBP Installed Building Products | Sold out | 0.00% | −0.33 |
| AME Ametek Inc. | Reduce -63.4% | 0.21% | −0.32 |
| HCC Warrior Met Coal Inc. | Sold out | 0.00% | −0.30 |
| EBAY eBay Inc. | Sold out | 0.00% | −0.29 |
| DHR Danaher Corp. | Reduce -47.1% | 0.24% | −0.28 |
| TU Telus Corp. | Reduce -38.5% | 0.32% | −0.27 |
| UBER Uber Technologies Inc. | Sold out | 0.00% | −0.27 |
| LEN Lennar Corp. Class A | Sold out | 0.00% | −0.25 |
| IBM Intl Business Machines Corp. | Sold out | 0.00% | −0.24 |
| PFE Pfizer Inc. | Reduce -39.7% | 0.32% | −0.24 |
| MTD Mettler-Toledo International | Sold out | 0.00% | −0.23 |
| CVNA Carvana Co. | Reduce -66.7% | 0.13% | −0.22 |
| MELI MercadoLibre Inc. | Reduce -55.6% | 0.14% | −0.22 |
| VSXY Victoria's Secret & Co. | Sold out | 0.00% | −0.22 |
| CHWY Chewy Inc. Class A | Sold out | 0.00% | −0.21 |
| QCOM Qualcomm Inc. | Sold out | 0.00% | −0.21 |
| TMO Thermo Fisher Scientific Inc. | Reduce -45.2% | 0.20% | −0.20 |
| BWXT BWX Technologies Inc. | Sold out | 0.00% | −0.19 |
| B Barrick Gold Corp. | Sold out | 0.00% | −0.19 |
| ERO Ero Copper Corp. | Sold out | 0.00% | −0.18 |
| SOBO South Bow Corp. | Reduce -74.0% | 0.06% | −0.16 |
| BMY Bristol-Myers Squibb Co. | Sold out | 0.00% | −0.16 |
| SHW The Sherwin-Williams Co. | Reduce -23.3% | 0.34% | −0.15 |
| SUI Sun Communities Inc. | Sold out | 0.00% | −0.15 |
| DIS The Walt Disney Co. | Reduce -34.9% | 0.52% | −0.15 |
| IDXX Idexx Laboratories Inc. | Sold out | 0.00% | −0.14 |
| ARM Arm Holdings PLC-ADR | Sold out | 0.00% | −0.14 |
| EQIX Equinix Inc. | Sold out | 0.00% | −0.13 |
| ALGN Align Technology Inc. | Sold out | 0.00% | −0.13 |
| ENB Enbridge Inc. | Reduce -20.7% | 0.72% | −0.13 |
| ETHE Grayscale Ethereum Staking E | Reduce -80.0% | 0.05% | −0.12 |
| CHKP Check Point Software Tech | Sold out | 0.00% | −0.12 |
| ASML ASML Holding NV-NY Reg SHS | Sold out | 0.00% | −0.12 |
| NGD New Gold Inc. | Sold out | 0.00% | −0.12 |
| CVS CVS Health Corp. | Sold out | 0.00% | −0.12 |
| BIRK Birkenstock Holding PLC | Sold out | 0.00% | −0.12 |
| WING Wingstop Inc. | Sold out | 0.00% | −0.11 |
| MU Micron Technology Inc. | Reduce -33.3% | 0.14% | −0.11 |
Portfolio Buys Q3 2024 → Q4 2024
| AMZN Amazon.com Inc. | Add +14.5% | 3.76% | +1.05 |
| MSFT Microsoft Corp. | Add +10.6% | 5.06% | +0.65 |
| KMX Carmax Inc. | New | 0.64% | +0.64 |
| BA The Boeing Co. | New | 0.57% | +0.57 |
| EFXT Enerflex Ltd. | Add +100.4% | 0.75% | +0.52 |
| LULU Lululemon Athletica Inc. | New | 0.47% | +0.47 |
| MCD McDonald's Corp. | Add +233.6% | 0.66% | +0.45 |
| GOOG Alphabet Inc. Class C | Add +29.8% | 1.26% | +0.45 |
| SPOT Spotify Technology SA | Add +100.0% | 0.72% | +0.43 |
| TSLA Tesla Inc. | Add +11.7% | 0.84% | +0.42 |
| TGLS Tecnoglass Holdings Inc. | New | 0.39% | +0.39 |
| SHOP Shopify Inc. Class A | Add +163.4% | 0.52% | +0.37 |
| IWM iShares Russell 2000 ETF | Add +51.0% | 0.92% | +0.33 |
| COIN Coinbase Global Inc. Class A | New | 0.33% | +0.33 |
| IBIT iShares Bitcoin Trust ETF | New | 0.32% | +0.32 |
| SNOW Snowflake Inc. | New | 0.30% | +0.30 |
| TD Toronto-Dominion Bank | Add +33.4% | 1.28% | +0.29 |
| FLUT Flutter Entertainment PLC-Di | New | 0.29% | +0.29 |
| RKLB Rocket Lab USA Inc. | Add +100.0% | 0.31% | +0.25 |
| NFLX Netflix Inc. | Add +68.6% | 0.48% | +0.24 |
| SCHW Schwab (charles) Corp. | Add +39.2% | 0.68% | +0.23 |
| BRK.A Berkshire Hathaway Inc. Class A | Add +14.3% | 1.69% | +0.22 |
| AVGO Broadcom Inc. | New | 0.22% | +0.22 |
| HD Home Depot Inc. | Add +65.2% | 0.55% | +0.22 |
| JNJ Johnson & Johnson | Add +145.4% | 0.38% | +0.21 |
| CRM Salesforce Inc. | Add +60.0% | 0.41% | +0.19 |
| LSCC Lattice Semiconductor Corp. | Add +200.0% | 0.26% | +0.18 |
| CMG Chipotle Mexican Grill Inc. | Add +46.7% | 0.47% | +0.16 |
| MFC Manulife Financial Corp. | Add +173.8% | 0.23% | +0.15 |
| LAMR Lamar Advertising Co. Class A | New | 0.14% | +0.14 |
| DDOG Datadog Inc. Class A | New | 0.14% | +0.14 |
| NTR Nutrien Ltd. | Add +119.5% | 0.25% | +0.13 |
| ETHA iShares Ethereum Trust ETF | New | 0.12% | +0.12 |
| CVE Cenovus Energy Inc. | Add +26.1% | 0.79% | +0.12 |
| PRKS United Parks & Resorts Inc. | Add +33.3% | 0.36% | +0.12 |
| ETN Eaton Corp. PLC | New | 0.12% | +0.12 |
| GIS General Mills Inc. | New | 0.12% | +0.12 |
| HSIC Henry Schein Inc. | Add +61.1% | 0.31% | +0.12 |
| XLK SS Technology Select Sector | Add +10.1% | 0.93% | +0.12 |
| AB Alliancebernstein Holding LP | New | 0.12% | +0.12 |
| DASH DoorDash Inc. Class A | New | 0.11% | +0.11 |
| TSM Taiwan Semiconductor-SP ADR | Add +37.5% | 0.35% | +0.10 |
| KWEB Kranesh Csi China Internet | Add +98.7% | 0.23% | +0.10 |
| ABNB Airbnb Inc. Class A | New | 0.10% | +0.10 |
| BN Brookfield Corp. | Add +9.2% | 0.67% | +0.10 |
| BRK.B Berkshire Hathaway Inc. Class B | Add +3.9% | 2.04% | +0.10 |
| NEM Newmont Corp. | New | 0.09% | +0.09 |
| IJH iShares Core S&P Midcap ETF | New | 0.09% | +0.09 |
| LYV Live Nation Entertainment Inc. | Add +4.3% | 0.49% | +0.09 |
| OTEX Open Text Corp. | 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 |