K.J. Harrison & Partners Inc
In its 13F for Q2 2025 (holdings as of June 30, 2025, filed August 5, 2025), K.J. Harrison & Partners Inc reported 183 stock positions worth $603.6 million. Its top holding was Apple (AAPL) at 5.7% of the portfolio, followed by Microsoft (MSFT, 4.5%) and Amazon.com (AMZN, 3.7%). Compared with Q1 2025, it opened 40 new positions, sold out of 27, added to 51 and reduced 55. The biggest buy was Microsoft (MSFT, shares +20%) and the biggest sale Apple (AAPL, shares −1%).
- Most Recent 13F
- Q2 2026
- Location
- TORONTO, A6
- CIK
- 0001418359
- Portfolio Value
- $603.6M (Q2 2025)
- SEC Filing
- 0001085146-25-004519 ↗ filed Aug 5, 2025
Holdings Value
Holdings 183 stocks · $603.6M
| AAPL Apple Inc. | 5.68% | 167,032 | $34.3M | Reduce -0.8% |
| MSFT Microsoft Corp. | 4.54% | 55,044 | $27.4M | Add +19.6% |
| AMZN Amazon.com Inc. | 3.74% | 102,996 | $22.6M | Add +8.3% |
| RY Royal Bank of Canada | 3.40% | 155,965 | $20.5M | Add +22.8% |
| META Meta Platforms Inc. Class A | 3.28% | 26,830 | $19.8M | Reduce -1.1% |
| BRK.B Berkshire Hathaway Inc. Class B | 2.33% | 28,921 | $14.0M | No change |
| NVDA Nvidia Corp. | 1.98% | 75,732 | $12.0M | Add +58.9% |
| BRK.A Berkshire Hathaway Inc. Class A | 1.93% | 16 | $11.7M | No change |
| FCX Freeport-McMoran Inc. | 1.73% | 240,541 | $10.4M | Add +34.2% |
| CM Can Imperial BK of Commerce filed as CANADIAN IMPERIAL BK COMM | 1.65% | 140,272 | $9.9M | Reduce -14.1% |
| GOOGL Alphabet Inc. Class A | 1.59% | 54,602 | $9.6M | Reduce -6.8% |
| COST Costco Wholesale Corp. | 1.41% | 8,587 | $8.5M | Reduce -10.7% |
| NEM Newmont Corp. | 1.36% | 141,287 | $8.2M | Add +139.1% |
| AEM Agnico Eagle Mines Ltd. | 1.26% | 64,176 | $7.6M | Add +87.8% |
| V Visa Inc. Class A | 1.26% | 21,360 | $7.6M | Reduce -9.7% |
| GOOG Alphabet Inc. Class C | 1.25% | 42,613 | $7.6M | Add +17.1% |
| HD Home Depot Inc. | 1.23% | 20,260 | $7.4M | Add +32.8% |
| IBIT iShares Bitcoin Trust ETF | 1.21% | 119,228 | $7.3M | Add +266.5% |
| WCN Waste Connections Inc. | 1.21% | 39,123 | $7.3M | Reduce -11.6% |
| PHYS Sprott Physical Gold Trust | 1.15% | 274,198 | $6.9M | Add +52.0% |
| MCO Moody's Corp. | 1.14% | 13,675 | $6.9M | Reduce -12.8% |
| RBA RB Global Inc. | 1.11% | 62,949 | $6.7M | Reduce -26.9% |
| JPM JPMorgan Chase & Co. | 1.10% | 22,835 | $6.6M | Reduce -36.3% |
| XLK SS Technology Select Sector | 1.07% | 25,477 | $6.5M | No change |
| SYK Stryker Corp. | 1.06% | 16,185 | $6.4M | Reduce -21.4% |
| TD Toronto-Dominion Bank | 1.00% | 82,198 | $6.0M | Add +0.1% |
| BSX Boston Scientific Corp. | 0.97% | 54,409 | $5.8M | Add +85.1% |
| MA Mastercard Inc. Class A | 0.97% | 10,386 | $5.8M | Reduce -0.4% |
| GS Goldman Sachs Group Inc. | 0.97% | 8,239 | $5.8M | Reduce -23.3% |
| BMO Bank of Montreal filed as BANK MONTREAL QUE | 0.96% | 52,488 | $5.8M | Add +32.2% |
| ENB Enbridge Inc. | 0.94% | 125,401 | $5.7M | Add +127.9% |
| PSLV Sprott Physical Silver Trust | 0.93% | 460,765 | $5.6M | Add +56.0% |
| SPOT Spotify Technology SA | 0.88% | 6,900 | $5.3M | Add +16.9% |
| P Everpure Inc. Class A filed as PURE STORAGE INC | 0.86% | 90,100 | $5.2M | New |
| SHOP Shopify Inc. Class A | 0.84% | 44,227 | $5.1M | Add +181.2% |
| BA The Boeing Co. | 0.80% | 23,100 | $4.8M | Add +156.7% |
| HEI Heico Corp. | 0.79% | 14,540 | $4.8M | Reduce -6.4% |
| CNQ Canadian Natural Resources | 0.79% | 151,665 | $4.8M | Reduce -53.4% |
| SU Suncor Energy Inc. | 0.77% | 124,572 | $4.7M | Add +28.3% |
| BCE Bce Inc. | 0.77% | 209,800 | $4.6M | New |
| MS Morgan Stanley | 0.77% | 32,909 | $4.6M | Reduce -15.4% |
| TRP TC Energy Corp. | 0.77% | 95,061 | $4.6M | Reduce -42.8% |
| LLY Eli Lilly & Co. | 0.72% | 5,582 | $4.4M | Reduce -13.9% |
| TECK Teck Resources Ltd.-CLS B | 0.72% | 107,020 | $4.3M | Add +23.0% |
| STN Stantec Inc. | 0.71% | 39,500 | $4.3M | Reduce -4.8% |
| BN Brookfield Corp. | 0.71% | 68,931 | $4.3M | No change |
| CLS Celestica Inc. | 0.70% | 27,000 | $4.2M | Add +107.7% |
| ORLY O'reilly Automotive Inc. | 0.69% | 46,500 | $4.2M | No change |
| NOA North American Construction | 0.69% | 259,642 | $4.1M | Add +4.0% |
| CP Canadian Pacific Kansas City | 0.62% | 47,530 | $3.8M | Add +185.0% |
| CLH Clean Harbors Inc. | 0.62% | 16,295 | $3.8M | Reduce -6.9% |
| NTR Nutrien Ltd. | 0.61% | 63,656 | $3.7M | Add +73.7% |
| UL Unilever PLC | 0.61% | 60,000 | $3.7M | Reduce -14.3% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.60% | 5,830 | $3.6M | Reduce -5.1% |
| SNOW Snowflake Inc. | 0.59% | 16,005 | $3.6M | New |
| WSO Watsco Inc. | 0.59% | 8,060 | $3.6M | Reduce -15.7% |
| VSEC Vse Corp. | 0.57% | 26,200 | $3.4M | Reduce -13.3% |
| BNS Bank of Nova Scotia filed as BANK NOVA SCOTIA HALIFAX | 0.56% | 61,630 | $3.4M | Add +19.6% |
| FTAI Ftai Aviation Ltd. | 0.56% | 29,200 | $3.4M | Add +0.3% |
| HOOD Robinhood Markets Inc. Class A | 0.55% | 35,392 | $3.3M | New |
| WMT Walmart Inc. | 0.54% | 33,404 | $3.3M | New |
| SCHW Schwab (charles) Corp. | 0.53% | 34,943 | $3.2M | Reduce -36.4% |
| NFLX Netflix Inc. | 0.52% | 2,359 | $3.2M | Reduce -21.6% |
| RKLB Rocket Lab Corp. | 0.50% | 85,000 | $3.0M | Add +70.0% |
| MFC Manulife Financial Corp. | 0.49% | 92,456 | $3.0M | Add +18.4% |
| LYV Live Nation Entertainment Inc. | 0.49% | 19,400 | $2.9M | Reduce -23.6% |
| TU Telus Corp. | 0.48% | 180,964 | $2.9M | Add +99.0% |
| AMD Advanced Micro Devices | 0.48% | 20,347 | $2.9M | New |
| EFXT Enerflex Ltd. | 0.46% | 355,019 | $2.8M | Reduce -15.9% |
| MSCI MSCI Inc. | 0.44% | 4,614 | $2.7M | Reduce -6.1% |
| CPRT Copart Inc. | 0.41% | 50,214 | $2.5M | Reduce -16.6% |
| VZLA Vizsla Silver Corp. | 0.41% | 834,833 | $2.5M | New |
| RIO Rio Tinto PLC-Spon ADR | 0.40% | 41,250 | $2.4M | New |
| SPGI S&P Global Inc. | 0.40% | 4,530 | $2.4M | Add +0.0% |
| CRH CRH PLC | 0.39% | 25,820 | $2.4M | Reduce -35.2% |
| MELI MercadoLibre Inc. | 0.39% | 900 | $2.4M | Add +28.6% |
| URI United Rentals Inc. | 0.39% | 3,100 | $2.3M | Reduce -24.4% |
| TLT iShares 20+ Year Treasury BD | 0.37% | 25,470 | $2.2M | No change |
| HSIC Henry Schein Inc. | 0.36% | 30,000 | $2.2M | Add +50.0% |
| TSLA Tesla Inc. | 0.36% | 6,841 | $2.2M | Add +66.6% |
| NTRA Natera Inc. | 0.36% | 12,800 | $2.2M | No change |
| GDX Vaneck Gold Miners ETF | 0.36% | 41,439 | $2.2M | Reduce -19.8% |
| SGI Somnigroup International Inc. | 0.34% | 30,000 | $2.0M | Reduce -11.8% |
| IWM iShares Russell 2000 ETF | 0.34% | 9,458 | $2.0M | No change |
| FICO Fair Isaac Corp. | 0.33% | 1,100 | $2.0M | No change |
| HOLX Hologic Inc. | 0.33% | 30,500 | $2.0M | New |
| GGG Graco Inc. | 0.33% | 22,980 | $2.0M | Reduce -4.2% |
| DASH DoorDash Inc. Class A | 0.33% | 8,010 | $2.0M | Add +0.1% |
| SHY iShares 1-3 Year Treasury Bo | 0.32% | 23,200 | $1.9M | No change |
| PRKS United Parks & Resorts Inc. | 0.31% | 40,000 | $1.9M | No change |
| MU Micron Technology Inc. | 0.31% | 15,008 | $1.8M | Add +50.1% |
| CTVA Corteva Inc. | 0.30% | 24,300 | $1.8M | No change |
| PI Impinj Inc. | 0.30% | 16,200 | $1.8M | No change |
| CSCO Cisco Systems Inc. | 0.29% | 25,303 | $1.8M | New |
| IJH iShares Core S&P Midcap ETF | 0.29% | 28,000 | $1.7M | Add +12.4% |
| FLUT Flutter Entertainment PLC-Di | 0.29% | 6,075 | $1.7M | No change |
| GDXJ Vaneck Junior Gold Miners | 0.28% | 25,159 | $1.7M | No change |
| CVNA Carvana Co. | 0.28% | 5,000 | $1.7M | New |
| AJG Arthur J Gallagher & Co. filed as GALLAGHER ARTHUR J & CO | 0.27% | 5,104 | $1.6M | Add +0.1% |
| ISRG Intuitive Surgical Inc. | 0.27% | 3,004 | $1.6M | Add +0.1% |
Portfolio Sells Q1 2025 → Q2 2025
| AAPL Apple Inc. | Reduce -0.8% | 5.68% | −1.63 |
| CNQ Canadian Natural Resources | Reduce -53.4% | 0.79% | −1.17 |
| UNH Unitedhealth Group Inc. | Reduce -80.5% | 0.10% | −0.91 |
| TRP TC Energy Corp. | Reduce -42.8% | 0.77% | −0.77 |
| BF.B Brown-Forman Corp. Class B | Sold out | 0.00% | −0.66 |
| JPM JPMorgan Chase & Co. | Reduce -36.3% | 1.10% | −0.62 |
| RBA RB Global Inc. | Reduce -26.9% | 1.11% | −0.59 |
| NKE Nike Inc. Class B | Sold out | 0.00% | −0.50 |
| WCN Waste Connections Inc. | Reduce -11.6% | 1.21% | −0.48 |
| MUSA Murphy USA Inc. | Sold out | 0.00% | −0.47 |
| SYK Stryker Corp. | Reduce -21.4% | 1.06% | −0.44 |
| ZM Zoom Communications Inc. | Sold out | 0.00% | −0.43 |
| VTI VG Morningstar TS MKT ETF-US | Sold out | 0.00% | −0.41 |
| WCC Wesco International Inc. | Sold out | 0.00% | −0.41 |
| COST Costco Wholesale Corp. | Reduce -10.7% | 1.41% | −0.37 |
| V Visa Inc. Class A | Reduce -9.7% | 1.26% | −0.36 |
| WSO Watsco Inc. | Reduce -15.7% | 0.59% | −0.36 |
| UNP Union Pacific Corp. | Reduce -74.9% | 0.09% | −0.34 |
| INTC Intel Corp. | Reduce -62.0% | 0.16% | −0.34 |
| LLY Eli Lilly & Co. | Reduce -13.9% | 0.72% | −0.32 |
| EXP Eagle Materials Inc. | Sold out | 0.00% | −0.31 |
| SCHW Schwab (charles) Corp. | Reduce -36.4% | 0.53% | −0.31 |
| CRH CRH PLC | Reduce -35.2% | 0.39% | −0.29 |
| SHW The Sherwin-Williams Co. | Reduce -71.6% | 0.09% | −0.29 |
| MCO Moody's Corp. | Reduce -12.8% | 1.14% | −0.29 |
| CHDN Churchill Downs Inc. | Sold out | 0.00% | −0.27 |
| CPRT Copart Inc. | Reduce -16.6% | 0.41% | −0.26 |
| POOL Pool Corp. | Sold out | 0.00% | −0.26 |
| ONON On Holding AG Class A | Sold out | 0.00% | −0.25 |
| PG The Procter & Gamble Co. | Reduce -32.9% | 0.27% | −0.24 |
| DIS The Walt Disney Co. | Reduce -60.4% | 0.16% | −0.21 |
| CROX Crocs Inc. | Sold out | 0.00% | −0.21 |
| UL Unilever PLC | Reduce -14.3% | 0.61% | −0.21 |
| GS Goldman Sachs Group Inc. | Reduce -23.3% | 0.97% | −0.18 |
| GOOGL Alphabet Inc. Class A | Reduce -6.8% | 1.59% | −0.18 |
| EFXT Enerflex Ltd. | Reduce -15.9% | 0.46% | −0.17 |
| SLB SLB Ltd. | Sold out | 0.00% | −0.16 |
| LYV Live Nation Entertainment Inc. | Reduce -23.6% | 0.49% | −0.16 |
| CM Can Imperial BK of Commerce | Reduce -14.1% | 1.65% | −0.15 |
| MA Mastercard Inc. Class A | Reduce -0.4% | 0.97% | −0.15 |
| KWEB Kranesh Csi China Internet | Sold out | 0.00% | −0.15 |
| UBER Uber Technologies Inc. | Sold out | 0.00% | −0.14 |
| VSEC Vse Corp. | Reduce -13.3% | 0.57% | −0.14 |
| CYBR Cyberark Software Ltd./Israel | Sold out | 0.00% | −0.13 |
| IDXX Idexx Laboratories Inc. | Sold out | 0.00% | −0.12 |
| MS Morgan Stanley | Reduce -15.4% | 0.77% | −0.12 |
| URI United Rentals Inc. | Reduce -24.4% | 0.39% | −0.12 |
| OKTA Okta Inc. | Sold out | 0.00% | −0.11 |
| BIL SS SPDR BB 1-3M T-Bill ETF | Sold out | 0.00% | −0.11 |
| GDX Vaneck Gold Miners ETF | Reduce -19.8% | 0.36% | −0.11 |
Portfolio Buys Q1 2025 → Q2 2025
| MSFT Microsoft Corp. | Add +19.6% | 4.54% | +1.16 |
| NVDA Nvidia Corp. | Add +58.9% | 1.98% | +0.97 |
| IBIT iShares Bitcoin Trust ETF | Add +266.5% | 1.21% | +0.91 |
| P Everpure Inc. Class A | New | 0.86% | +0.86 |
| NEM Newmont Corp. | Add +139.1% | 1.36% | +0.81 |
| BCE Bce Inc. | New | 0.77% | +0.77 |
| RY Royal Bank of Canada | Add +22.8% | 3.40% | +0.60 |
| SNOW Snowflake Inc. | New | 0.59% | +0.59 |
| SHOP Shopify Inc. Class A | Add +181.2% | 0.84% | +0.55 |
| HOOD Robinhood Markets Inc. Class A | New | 0.55% | +0.55 |
| WMT Walmart Inc. | New | 0.54% | +0.54 |
| AEM Agnico Eagle Mines Ltd. | Add +87.8% | 1.26% | +0.54 |
| BA The Boeing Co. | Add +156.7% | 0.80% | +0.50 |
| CLS Celestica Inc. | Add +107.7% | 0.70% | +0.50 |
| AMD Advanced Micro Devices | New | 0.48% | +0.48 |
| ENB Enbridge Inc. | Add +127.9% | 0.94% | +0.46 |
| VZLA Vizsla Silver Corp. | New | 0.41% | +0.41 |
| FCX Freeport-McMoran Inc. | Add +34.2% | 1.73% | +0.40 |
| RIO Rio Tinto PLC-Spon ADR | New | 0.40% | +0.40 |
| CP Canadian Pacific Kansas City | Add +185.0% | 0.62% | +0.40 |
| BSX Boston Scientific Corp. | Add +85.1% | 0.97% | +0.39 |
| HOLX Hologic Inc. | New | 0.33% | +0.33 |
| RKLB Rocket Lab Corp. | Add +70.0% | 0.50% | +0.33 |
| PHYS Sprott Physical Gold Trust | Add +52.0% | 1.15% | +0.30 |
| CSCO Cisco Systems Inc. | New | 0.29% | +0.29 |
| CVNA Carvana Co. | New | 0.28% | +0.28 |
| PSLV Sprott Physical Silver Trust | Add +56.0% | 0.93% | +0.26 |
| JAAA Janus Henderson Aaa Clo ETF | New | 0.26% | +0.26 |
| NTR Nutrien Ltd. | Add +73.7% | 0.61% | +0.26 |
| SPOT Spotify Technology SA | Add +16.9% | 0.88% | +0.24 |
| BHP BHP Group Ltd.-Spon ADR | New | 0.24% | +0.24 |
| SRAD Sportradar Group AG-A | New | 0.23% | +0.23 |
| TATT Tat Technologies Ltd. | New | 0.23% | +0.23 |
| CRM Salesforce Inc. | New | 0.23% | +0.23 |
| TU Telus Corp. | Add +99.0% | 0.48% | +0.23 |
| BMO Bank of Montreal | Add +32.2% | 0.96% | +0.22 |
| TOST Toast Inc. Class A | New | 0.22% | +0.22 |
| JHG Janus Henderson Group PLC | New | 0.22% | +0.22 |
| AMZN Amazon.com Inc. | Add +8.3% | 3.74% | +0.21 |
| MINT PIMCO Enhanced Short Maturit | New | 0.20% | +0.20 |
| DKNG Draftkings Inc. Class A | New | 0.18% | +0.18 |
| QXO Qxo Inc. | New | 0.18% | +0.18 |
| REGN Regeneron Pharmaceuticals | New | 0.17% | +0.17 |
| EMXC iShares MSCI Emr MRK Ex Chna | New | 0.16% | +0.16 |
| CRDO Credo Technology Group Holdi | New | 0.15% | +0.15 |
| TSLA Tesla Inc. | Add +66.6% | 0.36% | +0.15 |
| GOOG Alphabet Inc. Class C | Add +17.1% | 1.25% | +0.14 |
| HD Home Depot Inc. | Add +32.8% | 1.23% | +0.14 |
| MU Micron Technology Inc. | Add +50.1% | 0.31% | +0.14 |
| CCJ Cameco Corp. | Add +102.5% | 0.19% | +0.13 |
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 |