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

0$200.0M$400.0M$600.0M$800.0M Q1 2024: $646.5M Q1 2024 Q2 2024: $607.6M Q2 2024 Q3 2024: $662.4M Q3 2024 Q4 2024: $637.8M Q4 2024 Q1 2025: $511.8M $511.8M Q1 2025 Q2 2025: $603.6M Q2 2025 Q3 2025: $699.0M Q3 2025 Q4 2025: $752.2M Q4 2025 Q1 2026: $607.2M Q1 2026 Q2 2026: $701.2M Q2 2026

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%
FLUT Flutter Entertainment PLC-Di 0.26% 6,075 $1.3M Reduce -13.2%
TU Telus Corp. 0.26% 90,950 $1.3M Reduce -38.9%
POOL Pool Corp. 0.26% 4,100 $1.3M Reduce -26.8%
JNJ Johnson & Johnson 0.25% 7,861 $1.3M Reduce -53.4%
ONON On Holding AG Class A filed as ON HLDG AG 0.25% 29,000 $1.3M Reduce -17.1%
FTS Fortis Inc. 0.24% 27,166 $1.2M Reduce -5.7%
TMO Thermo Fisher Scientific Inc. 0.23% 2,411 $1.2M Add +0.4%
CP Canadian Pacific Kansas City 0.23% 16,679 $1.2M Reduce -81.3%
CVE Cenovus Energy Inc. 0.22% 82,136 $1.1M Reduce -75.1%
TSLA Tesla Inc. 0.21% 4,107 $1.1M Reduce -70.8%
CROX Crocs Inc. 0.21% 10,000 $1.1M New
CLS Celestica Inc. 0.20% 13,000 $1.0M Reduce -53.6%
CNI Canadian Natl Railway Co. 0.19% 10,048 $979K Add +0.1%
AME Ametek Inc. 0.18% 5,255 $905K Reduce -30.2%
RKLB Rocket Lab USA Inc. 0.17% 50,000 $894K Reduce -37.5%
ACN Accenture PLC Class A 0.17% 2,840 $886K Add +299.4%
MU Micron Technology Inc. 0.17% 10,000 $869K No change
LAMR Lamar Advertising Co. Class A 0.17% 7,500 $853K No change
LULU Lululemon Athletica Inc. 0.17% 3,000 $849K Reduce -62.5%
SLB SLB Ltd. filed as SCHLUMBERGER LTD 0.16% 20,021 $837K Add +100.2%
ABT Abbott Laboratories 0.16% 6,258 $830K Reduce -24.0%
BIPC Brookfield Infrastructure-A 0.15% 21,485 $777K Reduce -1.1%
ZTS Zoetis Inc. 0.15% 4,685 $771K Add +5.0%
SITM Sitime Corp. 0.15% 5,000 $764K New
TCX Tucows Inc. Class A 0.15% 45,001 $760K No change
KWEB Kranesh Csi China Internet 0.15% 21,480 $750K Reduce -57.3%
FDX FedEx Corp. 0.14% 3,020 $736K No change
UBER Uber Technologies Inc. 0.14% 10,000 $729K New
BIP Brookfield Infrastructure Pa 0.14% 24,428 $727K Add +0.8%
ROP Roper Technologies Inc. 0.14% 1,225 $722K No change
CYBR Cyberark Software Ltd./Israel 0.13% 2,000 $676K New
CL Colgate-Palmolive Co. 0.13% 7,130 $668K No change
IDXX Idexx Laboratories Inc. 0.12% 1,500 $630K New
MTN Vail Resorts Inc. 0.12% 3,700 $592K New
OKTA Okta Inc. 0.11% 5,500 $579K New
BIL SS SPDR BB 1-3M T-Bill ETF 0.11% 6,282 $576K New
MOS The Mosaic Co. 0.11% 20,000 $540K New
LSCC Lattice Semiconductor Corp. 0.10% 10,000 $525K Reduce -66.7%
TSAT Telesat Corp. 0.09% 25,400 $474K New
XBI SS SPDR S&P Biotech ETF 0.09% 5,800 $470K Reduce -75.6%
BAM Brookfield Asset Mgmt-A 0.09% 9,649 $468K Add +0.3%
IWB iShares Russell 1000 ETF 0.09% 1,443 $443K Reduce -27.6%
EEM iShares MSCI Emerging Market 0.09% 10,000 $437K No change
MCD McDonald's Corp. 0.08% 1,387 $433K Reduce -90.3%
TSM Taiwan Semiconductor-SP ADR 0.08% 2,575 $427K Reduce -76.6%
TRI Thomson Reuters Corp. 0.08% 2,410 $416K Add +0.4%
GILD Gilead Sciences Inc. 0.08% 3,670 $411K No change
RMBS Rambus Inc. 0.08% 7,500 $388K New
CLOI Vaneck Clo ETF 0.07% 6,471 $342K New
SOBO South Bow Corp. 0.06% 12,798 $327K Reduce -21.0%
NEE Nextera Energy Inc. 0.06% 4,600 $326K No change
ACWI iShares MSCI Acwi ETF 0.06% 2,800 $326K Reduce -82.3%
CCJ Cameco Corp. 0.06% 7,557 $311K No change
INTU Intuit Inc. 0.06% 500 $307K No change
FLOT iShares Floating Rate Bond E 0.06% 5,928 $303K New
IWV iShares Russell 3000 ETF 0.06% 937 $298K Reduce -5.3%
VTS Vitesse Energy Inc. 0.06% 11,986 $295K New
BKNG Booking Holdings Inc. 0.06% 62 $286K No change
DSGX The Descartes Systems Grp 0.06% 2,815 $284K Reduce -6.2%
SLF Sun Life Financial Inc. 0.05% 4,590 $263K Add +5.8%
STR Sitio Royalties Corp. Class A 0.05% 12,000 $252K New
IWL iShares Russell Top 200 ETF 0.05% 1,825 $251K New
GLD SPDR Gold Shares 0.05% 853 $246K New
MGA Magna International Inc. 0.05% 7,164 $244K Add +7.3%
ADP Automatic Data Processing 0.05% 797 $244K No change
BAC Bank of America Corp. filed as BANK AMERICA CORP 0.05% 5,745 $240K Reduce -0.1%
CCC CCC Intelligent Solutions Ho 0.04% 24,700 $223K No change
BEP Brookfield Renewable Partner 0.04% 10,000 $222K No change
SII Sprott Inc. 0.04% 4,608 $207K No change
MTD Mettler-Toledo International 0.04% 172 $203K New

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

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 223$701.2MAAPL, RY, GOOGL, AMZN, MSFT
Q1 2026 224$607.2MAAPL, RY, PHYS, GOOGL, NVDA
Q4 2025 219$752.2MAAPL, AMZN, MSFT, RY, JPM
Q3 2025 206$699.0MAAPL, MSFT, AMZN, RY, META
Q2 2025 183$603.6MAAPL, MSFT, AMZN, RY, META
Q1 2025 170$511.8MAAPL, AMZN, MSFT, META, BRK.B
Q4 2024 189$637.8MAAPL, MSFT, AMZN, RY, META
Q3 2024 206$662.4MAAPL, MSFT, RY, META, AMZN
Q2 2024 186$607.6MAAPL, MSFT, AMZN, RY, META
Q1 2024 195$646.5MAAPL, MSFT, AMZN, RY, GOOG