K.J. Harrison & Partners Inc
In its 13F for Q1 2025 (holdings as of March 31, 2025, filed April 25, 2025), K.J. Harrison & Partners Inc reported 170 stock positions worth $511.8 million. Its top holding was Apple (AAPL) at 7.3% of the portfolio, followed by Amazon.com (AMZN, 3.5%) and Microsoft (MSFT, 3.4%). Compared with Q4 2024, it opened 29 new positions, sold out of 48, added to 36 and reduced 74. The biggest buy was Berkshire Hathaway Class B (BRK.B, shares +0%) and the biggest sale Microsoft (MSFT, shares −40%).
- Most Recent 13F
- Q2 2026
- Location
- TORONTO, A6
- CIK
- 0001418359
- Portfolio Value
- $511.8M (Q1 2025)
- SEC Filing
- 0001085146-25-002332 ↗ filed Apr 25, 2025
Holdings Value
Holdings 170 stocks · $511.8M
| AAPL Apple Inc. | 7.30% | 168,301 | $37.4M | Reduce -6.3% |
| AMZN Amazon.com Inc. | 3.54% | 95,095 | $18.1M | Reduce -12.8% |
| MSFT Microsoft Corp. | 3.38% | 46,020 | $17.3M | Reduce -40.3% |
| META Meta Platforms Inc. Class A | 3.05% | 27,119 | $15.6M | Reduce -19.3% |
| BRK.B Berkshire Hathaway Inc. Class B | 3.01% | 28,921 | $15.4M | Add +0.3% |
| RY Royal Bank of Canada | 2.80% | 126,998 | $14.3M | Reduce -29.0% |
| BRK.A Berkshire Hathaway Inc. Class A | 2.50% | 16 | $12.8M | No change |
| CNQ Canadian Natural Resources | 1.96% | 325,675 | $10.0M | Reduce -16.9% |
| CM Can Imperial BK of Commerce filed as CANADIAN IMPERIAL BK COMM | 1.80% | 163,268 | $9.2M | Reduce -25.5% |
| COST Costco Wholesale Corp. | 1.78% | 9,614 | $9.1M | Reduce -17.4% |
| GOOGL Alphabet Inc. Class A | 1.77% | 58,598 | $9.1M | Add +7.6% |
| JPM JPMorgan Chase & Co. | 1.72% | 35,835 | $8.8M | Reduce -42.8% |
| RBA RB Global Inc. | 1.69% | 86,149 | $8.7M | Reduce -8.6% |
| WCN Waste Connections Inc. | 1.69% | 44,242 | $8.6M | Add +0.1% |
| V Visa Inc. Class A | 1.62% | 23,656 | $8.3M | Reduce -3.9% |
| TRP TC Energy Corp. | 1.53% | 166,061 | $7.9M | Reduce -35.0% |
| SYK Stryker Corp. | 1.50% | 20,583 | $7.7M | No change |
| MCO Moody's Corp. | 1.43% | 15,675 | $7.3M | Add +0.5% |
| FCX Freeport-McMoran Inc. | 1.33% | 179,223 | $6.8M | Add +1.3% |
| GS Goldman Sachs Group Inc. | 1.15% | 10,738 | $5.9M | Add +30.2% |
| MA Mastercard Inc. Class A | 1.12% | 10,426 | $5.7M | Add +0.7% |
| GOOG Alphabet Inc. Class C | 1.11% | 36,387 | $5.7M | Reduce -13.8% |
| HD Home Depot Inc. | 1.09% | 15,260 | $5.6M | Add +67.7% |
| LLY Eli Lilly & Co. | 1.05% | 6,480 | $5.4M | Reduce -24.1% |
| XLK SS Technology Select Sector | 1.03% | 25,477 | $5.3M | No change |
| UNH Unitedhealth Group Inc. | 1.01% | 9,875 | $5.2M | Add +432.4% |
| NVDA Nvidia Corp. | 1.01% | 47,650 | $5.2M | Reduce -32.2% |
| TD Toronto-Dominion Bank | 0.96% | 82,073 | $4.9M | Reduce -46.6% |
| WSO Watsco Inc. | 0.95% | 9,560 | $4.9M | No change |
| MS Morgan Stanley | 0.89% | 38,900 | $4.5M | Add +39.4% |
| ORLY O'reilly Automotive Inc. | 0.87% | 3,100 | $4.4M | New |
| PHYS Sprott Physical Gold Trust | 0.85% | 180,448 | $4.3M | New |
| SCHW Schwab (charles) Corp. | 0.84% | 54,943 | $4.3M | Reduce -6.8% |
| UL Unilever PLC | 0.81% | 70,000 | $4.2M | New |
| HEI Heico Corp. | 0.81% | 15,540 | $4.2M | Reduce -20.5% |
| NOA North American Construction | 0.77% | 249,742 | $3.9M | Add +20.7% |
| BMO Bank of Montreal filed as BANK MONTREAL QUE | 0.74% | 39,703 | $3.8M | Reduce -0.1% |
| SU Suncor Energy Inc. | 0.74% | 97,072 | $3.8M | Add +0.0% |
| AEM Agnico Eagle Mines Ltd. | 0.72% | 34,176 | $3.7M | Reduce -13.1% |
| VSEC Vse Corp. | 0.71% | 30,200 | $3.6M | Reduce -13.7% |
| BN Brookfield Corp. | 0.71% | 68,931 | $3.6M | Reduce -7.3% |
| CRH CRH PLC | 0.68% | 39,820 | $3.5M | Reduce -53.6% |
| CLH Clean Harbors Inc. | 0.67% | 17,495 | $3.4M | No change |
| STN Stantec Inc. | 0.67% | 41,500 | $3.4M | No change |
| PSLV Sprott Physical Silver Trust | 0.67% | 295,360 | $3.4M | New |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.67% | 6,143 | $3.4M | Reduce -73.8% |
| CPRT Copart Inc. | 0.67% | 60,200 | $3.4M | Add +0.8% |
| BF.B Brown-Forman Corp. Class B | 0.66% | 100,000 | $3.4M | New |
| LYV Live Nation Entertainment Inc. | 0.65% | 25,400 | $3.3M | Add +4.7% |
| EFXT Enerflex Ltd. | 0.64% | 421,919 | $3.3M | Reduce -10.6% |
| SPOT Spotify Technology SA | 0.63% | 5,900 | $3.2M | Reduce -41.0% |
| FTAI Ftai Aviation Ltd. | 0.63% | 29,100 | $3.2M | Reduce -11.8% |
| TECK Teck Resources Ltd.-CLS B | 0.62% | 87,020 | $3.2M | Reduce -46.3% |
| BSX Boston Scientific Corp. | 0.58% | 29,393 | $3.0M | Reduce -14.2% |
| NEM Newmont Corp. | 0.56% | 59,095 | $2.9M | Add +291.5% |
| NFLX Netflix Inc. | 0.55% | 3,007 | $2.8M | Reduce -12.6% |
| MSCI MSCI Inc. | 0.54% | 4,914 | $2.8M | Add +0.1% |
| URI United Rentals Inc. | 0.50% | 4,100 | $2.6M | Reduce -32.8% |
| PG The Procter & Gamble Co. | 0.50% | 15,075 | $2.6M | New |
| INTC Intel Corp. | 0.50% | 112,770 | $2.6M | Add +163.7% |
| NKE Nike Inc. Class B | 0.50% | 40,152 | $2.5M | New |
| BNS Bank of Nova Scotia filed as BANK NOVA SCOTIA HALIFAX | 0.48% | 51,526 | $2.4M | Reduce -6.0% |
| ENB Enbridge Inc. | 0.48% | 55,026 | $2.4M | Reduce -48.5% |
| MFC Manulife Financial Corp. | 0.48% | 78,059 | $2.4M | Add +62.2% |
| MUSA Murphy USA Inc. | 0.47% | 5,100 | $2.4M | No change |
| GDX Vaneck Gold Miners ETF | 0.46% | 51,659 | $2.4M | Add +70.8% |
| TLT iShares 20+ Year Treasury BD | 0.45% | 25,470 | $2.3M | New |
| SPGI S&P Global Inc. | 0.45% | 4,529 | $2.3M | No change |
| ZM Zoom Communications Inc. | 0.43% | 30,000 | $2.2M | New |
| UNP Union Pacific Corp. | 0.43% | 9,350 | $2.2M | Reduce -45.8% |
| VTI VG Morningstar TS MKT ETF-US | 0.41% | 7,700 | $2.1M | New |
| WCC Wesco International Inc. | 0.41% | 13,390 | $2.1M | Reduce -13.0% |
| SGI Somnigroup International Inc. | 0.40% | 34,000 | $2.0M | Reduce -2.9% |
| FICO Fair Isaac Corp. | 0.40% | 1,100 | $2.0M | No change |
| GGG Graco Inc. | 0.39% | 23,980 | $2.0M | Reduce -0.8% |
| SHW The Sherwin-Williams Co. | 0.38% | 5,585 | $2.0M | Reduce -15.2% |
| SHY iShares 1-3 Year Treasury Bo | 0.38% | 23,200 | $1.9M | No change |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.37% | 19,227 | $1.9M | Reduce -35.4% |
| IWM iShares Russell 2000 ETF | 0.37% | 9,458 | $1.9M | Reduce -64.5% |
| NTR Nutrien Ltd. | 0.36% | 36,656 | $1.8M | Add +5.9% |
| PRKS United Parks & Resorts Inc. | 0.36% | 40,000 | $1.8M | No change |
| NTRA Natera Inc. | 0.35% | 12,800 | $1.8M | Add +45.5% |
| AJG Arthur J Gallagher & Co. filed as GALLAGHER ARTHUR J & CO | 0.34% | 5,100 | $1.8M | No change |
| PFE Pfizer Inc. | 0.34% | 69,363 | $1.8M | Reduce -10.3% |
| EXP Eagle Materials Inc. | 0.31% | 7,250 | $1.6M | No change |
| BA The Boeing Co. | 0.30% | 9,000 | $1.5M | Reduce -57.1% |
| CTVA Corteva Inc. | 0.30% | 24,300 | $1.5M | New |
| PBA Pembina Pipeline Corp. | 0.30% | 38,060 | $1.5M | Reduce -5.7% |
| IBIT iShares Bitcoin Trust ETF | 0.30% | 32,528 | $1.5M | Reduce -12.9% |
| SHOP Shopify Inc. Class A | 0.29% | 15,727 | $1.5M | Reduce -48.6% |
| ISRG Intuitive Surgical Inc. | 0.29% | 3,000 | $1.5M | No change |
| PI Impinj Inc. | 0.29% | 16,200 | $1.5M | Add +337.8% |
| DASH DoorDash Inc. Class A | 0.29% | 8,000 | $1.5M | Add +100.0% |
| IJH iShares Core S&P Midcap ETF | 0.28% | 24,900 | $1.5M | Add +173.6% |
| GDXJ Vaneck Junior Gold Miners | 0.28% | 25,159 | $1.4M | Reduce -43.0% |
| DHR Danaher Corp. | 0.27% | 6,765 | $1.4M | No change |
| CHDN Churchill Downs Inc. | 0.27% | 12,400 | $1.4M | Reduce -7.5% |
| HSIC Henry Schein Inc. | 0.27% | 20,000 | $1.4M | Reduce -31.0% |
| MELI MercadoLibre Inc. | 0.27% | 700 | $1.4M | Add +40.0% |
| CAT Caterpillar Inc. | 0.27% | 4,125 | $1.4M | Add +3.1% |
Portfolio Sells Q4 2024 → Q1 2025
| MSFT Microsoft Corp. | Reduce -40.3% | 3.38% | −1.68 |
| SPY SS SPDR S&P 500 ETF Trust-US | Reduce -73.8% | 0.67% | −1.48 |
| CP Canadian Pacific Kansas City | Reduce -81.3% | 0.23% | −0.80 |
| JPM JPMorgan Chase & Co. | Reduce -42.8% | 1.72% | −0.64 |
| KMX Carmax Inc. | Sold out | 0.00% | −0.64 |
| TSLA Tesla Inc. | Reduce -70.8% | 0.21% | −0.63 |
| MCD McDonald's Corp. | Reduce -90.3% | 0.08% | −0.57 |
| CVE Cenovus Energy Inc. | Reduce -75.1% | 0.22% | −0.57 |
| CRH CRH PLC | Reduce -53.6% | 0.68% | −0.56 |
| IWM iShares Russell 2000 ETF | Reduce -64.5% | 0.37% | −0.56 |
| RY Royal Bank of Canada | Reduce -29.0% | 2.80% | −0.55 |
| NVDA Nvidia Corp. | Reduce -32.2% | 1.01% | −0.52 |
| CMG Chipotle Mexican Grill Inc. | Sold out | 0.00% | −0.47 |
| TECK Teck Resources Ltd.-CLS B | Reduce -46.3% | 0.62% | −0.42 |
| CRM Salesforce Inc. | Sold out | 0.00% | −0.41 |
| TGLS Tecnoglass Holdings Inc. | Sold out | 0.00% | −0.39 |
| TRP TC Energy Corp. | Reduce -35.0% | 1.53% | −0.36 |
| CM Can Imperial BK of Commerce | Reduce -25.5% | 1.80% | −0.36 |
| COIN Coinbase Global Inc. Class A | Sold out | 0.00% | −0.33 |
| TD Toronto-Dominion Bank | Reduce -46.6% | 0.96% | −0.32 |
| HUBS HubSpot Inc. | Sold out | 0.00% | −0.31 |
| LULU Lululemon Athletica Inc. | Reduce -62.5% | 0.17% | −0.30 |
| SNOW Snowflake Inc. | Sold out | 0.00% | −0.30 |
| BA The Boeing Co. | Reduce -57.1% | 0.30% | −0.27 |
| TSM Taiwan Semiconductor-SP ADR | Reduce -76.6% | 0.08% | −0.26 |
| XBI SS SPDR S&P Biotech ETF | Reduce -75.6% | 0.09% | −0.25 |
| AMP Ameriprise Financial Inc. | Sold out | 0.00% | −0.25 |
| XPO Xpo Inc. | Sold out | 0.00% | −0.25 |
| PYPL PayPal Holdings Inc. | Sold out | 0.00% | −0.24 |
| ENB Enbridge Inc. | Reduce -48.5% | 0.48% | −0.24 |
| AMZN Amazon.com Inc. | Reduce -12.8% | 3.54% | −0.23 |
| ACWI iShares MSCI Acwi ETF | Reduce -82.3% | 0.06% | −0.23 |
| SHOP Shopify Inc. Class A | Reduce -48.6% | 0.29% | −0.22 |
| TAC Transalta Corp. | Sold out | 0.00% | −0.22 |
| AVGO Broadcom Inc. | Sold out | 0.00% | −0.22 |
| CLS Celestica Inc. | Reduce -53.6% | 0.20% | −0.21 |
| UNP Union Pacific Corp. | Reduce -45.8% | 0.43% | −0.19 |
| MAT Mattel Inc. | Sold out | 0.00% | −0.19 |
| XME SS SPDR S&P Metals Mining | Sold out | 0.00% | −0.17 |
| CAVA Cava Group Inc. | Sold out | 0.00% | −0.16 |
| LSCC Lattice Semiconductor Corp. | Reduce -66.7% | 0.10% | −0.16 |
| ORCL Oracle Corp. | Sold out | 0.00% | −0.16 |
| URI United Rentals Inc. | Reduce -32.8% | 0.50% | −0.16 |
| MSOS Advisorshares Pure US Cann | Sold out | 0.00% | −0.15 |
| GOOG Alphabet Inc. Class C | Reduce -13.8% | 1.11% | −0.15 |
| SIL Global X Silver Miners ETF | Sold out | 0.00% | −0.15 |
| DIS The Walt Disney Co. | Reduce -35.4% | 0.37% | −0.15 |
| RKLB Rocket Lab USA Inc. | Reduce -37.5% | 0.17% | −0.14 |
| PZZA Papa John's Intl Inc. | Sold out | 0.00% | −0.14 |
| DDOG Datadog Inc. Class A | Sold out | 0.00% | −0.14 |
Portfolio Buys Q4 2024 → Q1 2025
| BRK.B Berkshire Hathaway Inc. Class B | Add +0.3% | 3.01% | +0.97 |
| ORLY O'reilly Automotive Inc. | New | 0.87% | +0.87 |
| UNH Unitedhealth Group Inc. | Add +432.4% | 1.01% | +0.86 |
| PHYS Sprott Physical Gold Trust | New | 0.85% | +0.85 |
| UL Unilever PLC | New | 0.81% | +0.81 |
| PSLV Sprott Physical Silver Trust | New | 0.67% | +0.67 |
| BF.B Brown-Forman Corp. Class B | New | 0.66% | +0.66 |
| HD Home Depot Inc. | Add +67.7% | 1.09% | +0.54 |
| WCN Waste Connections Inc. | Add +0.1% | 1.69% | +0.51 |
| PG The Procter & Gamble Co. | New | 0.50% | +0.50 |
| NKE Nike Inc. Class B | New | 0.50% | +0.50 |
| NEM Newmont Corp. | Add +291.5% | 0.56% | +0.47 |
| TLT iShares 20+ Year Treasury BD | New | 0.45% | +0.45 |
| ZM Zoom Communications Inc. | New | 0.43% | +0.43 |
| VTI VG Morningstar TS MKT ETF-US | New | 0.41% | +0.41 |
| GS Goldman Sachs Group Inc. | Add +30.2% | 1.15% | +0.40 |
| INTC Intel Corp. | Add +163.7% | 0.50% | +0.36 |
| MS Morgan Stanley | Add +39.4% | 0.89% | +0.34 |
| CTVA Corteva Inc. | New | 0.30% | +0.30 |
| GDX Vaneck Gold Miners ETF | Add +70.8% | 0.46% | +0.30 |
| FCX Freeport-McMoran Inc. | Add +1.3% | 1.33% | +0.27 |
| MCO Moody's Corp. | Add +0.5% | 1.43% | +0.27 |
| MA Mastercard Inc. Class A | Add +0.7% | 1.12% | +0.27 |
| MFC Manulife Financial Corp. | Add +62.2% | 0.48% | +0.25 |
| CROX Crocs Inc. | New | 0.21% | +0.21 |
| PI Impinj Inc. | Add +337.8% | 0.29% | +0.20 |
| IJH iShares Core S&P Midcap ETF | Add +173.6% | 0.28% | +0.20 |
| SU Suncor Energy Inc. | Add +0.0% | 0.74% | +0.19 |
| DASH DoorDash Inc. Class A | Add +100.0% | 0.29% | +0.18 |
| LYV Live Nation Entertainment Inc. | Add +4.7% | 0.65% | +0.16 |
| GOOGL Alphabet Inc. Class A | Add +7.6% | 1.77% | +0.15 |
| SITM Sitime Corp. | New | 0.15% | +0.15 |
| UBER Uber Technologies Inc. | New | 0.14% | +0.14 |
| CPRT Copart Inc. | Add +0.8% | 0.67% | +0.14 |
| ACN Accenture PLC Class A | Add +299.4% | 0.17% | +0.13 |
| NTRA Natera Inc. | Add +45.5% | 0.35% | +0.13 |
| CYBR Cyberark Software Ltd./Israel | New | 0.13% | +0.13 |
| MELI MercadoLibre Inc. | Add +40.0% | 0.27% | +0.13 |
| IDXX Idexx Laboratories Inc. | New | 0.12% | +0.12 |
| MTN Vail Resorts Inc. | New | 0.12% | +0.12 |
| OKTA Okta Inc. | New | 0.11% | +0.11 |
| BIL SS SPDR BB 1-3M T-Bill ETF | New | 0.11% | +0.11 |
| NTR Nutrien Ltd. | Add +5.9% | 0.36% | +0.11 |
| MOS The Mosaic Co. | New | 0.11% | +0.11 |
| SLB SLB Ltd. | Add +100.2% | 0.16% | +0.10 |
| TSAT Telesat Corp. | New | 0.09% | +0.09 |
| MSCI MSCI Inc. | Add +0.1% | 0.54% | +0.08 |
| RMBS Rambus Inc. | New | 0.08% | +0.08 |
| NOA North American Construction | Add +20.7% | 0.77% | +0.07 |
| CLOI Vaneck Clo ETF | New | 0.07% | +0.07 |
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 |