K.J. Harrison & Partners Inc
In its 13F for Q3 2025 (holdings as of September 30, 2025, filed November 12, 2025), K.J. Harrison & Partners Inc reported 206 stock positions worth $699.0 million. Its top holding was Apple (AAPL) at 7.3% of the portfolio, followed by Microsoft (MSFT, 4.0%) and Amazon.com (AMZN, 3.8%). Compared with Q2 2025, it opened 58 new positions, sold out of 35, added to 44 and reduced 71. The biggest buy was Apple (AAPL, shares +19%) and the biggest sale an exit from Waste Connections (WCN).
- Most Recent 13F
- Q2 2026
- Location
- TORONTO, A6
- CIK
- 0001418359
- Portfolio Value
- $699.0M (Q3 2025)
- SEC Filing
- 0001418359-25-000004 ↗ filed Nov 12, 2025
Holdings Value
Holdings 206 stocks · $699.0M
| AAPL Apple Inc. | 7.32% | 198,969 | $51.2M | Add +19.1% |
| MSFT Microsoft Corp. | 3.99% | 54,051 | $27.9M | Reduce -1.8% |
| AMZN Amazon.com Inc. | 3.84% | 120,831 | $26.9M | Add +17.3% |
| RY Royal Bank of Canada | 3.13% | 149,531 | $21.9M | Reduce -4.1% |
| META Meta Platforms Inc. Class A | 2.79% | 26,835 | $19.5M | Add +0.0% |
| BRK.B Berkshire Hathaway Inc. Class B | 2.05% | 28,901 | $14.3M | Reduce -0.1% |
| GOOG Alphabet Inc. Class C | 2.02% | 57,434 | $14.2M | Add +34.8% |
| GOOGL Alphabet Inc. Class A | 1.91% | 54,398 | $13.4M | Reduce -0.4% |
| NVDA Nvidia Corp. | 1.78% | 65,769 | $12.4M | Reduce -13.2% |
| BRK.A Berkshire Hathaway Inc. Class A | 1.70% | 16 | $11.9M | No change |
| CM Can Imperial BK of Commerce filed as CANADIAN IMPERIAL BANK OF CO | 1.65% | 142,920 | $11.5M | Add +1.9% |
| NEM Newmont Corp. | 1.65% | 133,244 | $11.5M | Reduce -5.7% |
| AEM Agnico Eagle Mines Ltd. | 1.50% | 62,176 | $10.5M | Reduce -3.1% |
| TSLA Tesla Inc. | 1.30% | 20,842 | $9.1M | Add +204.7% |
| JPM JPMorgan Chase & Co. | 1.22% | 27,835 | $8.6M | Add +21.9% |
| PHYS Sprott Physical Gold Trust | 1.21% | 286,496 | $8.5M | Add +4.5% |
| BNS Bank of Nova Scotia filed as BANK NOVA SCOTIA HALIFAX | 1.15% | 123,615 | $8.0M | Add +100.6% |
| LLY Eli Lilly & Co. | 1.14% | 9,692 | $7.9M | Add +73.6% |
| COST Costco Wholesale Corp. | 1.13% | 8,579 | $7.9M | Reduce -0.1% |
| SHOP Shopify Inc. Class A | 1.09% | 50,227 | $7.6M | Add +13.6% |
| ETHA iShares Ethereum Trust ETF | 1.06% | 217,500 | $7.4M | New |
| V Visa Inc. Class A | 1.06% | 21,364 | $7.4M | Add +0.0% |
| XLK SS Technology Select Sector | 1.04% | 25,477 | $7.3M | No change |
| GS Goldman Sachs Group Inc. | 1.03% | 9,231 | $7.2M | Add +12.0% |
| CP Canadian Pacific Kansas City | 1.02% | 93,990 | $7.1M | Add +97.8% |
| NTR Nutrien Ltd. | 1.01% | 118,796 | $7.1M | Add +86.6% |
| PSLV Sprott Physical Silver Trust | 0.98% | 433,957 | $6.8M | Reduce -5.8% |
| HD Home Depot Inc. | 0.97% | 17,160 | $6.8M | Reduce -15.3% |
| BMO Bank of Montreal filed as BANK MONTREAL QUE | 0.95% | 50,847 | $6.6M | Reduce -3.1% |
| RBA RB Global Inc. | 0.93% | 60,349 | $6.5M | Reduce -4.1% |
| PBA Pembina Pipeline Corp. | 0.93% | 163,060 | $6.5M | Add +278.7% |
| FCX Freeport-McMoran Inc. | 0.90% | 162,529 | $6.3M | Reduce -32.4% |
| MCO Moody's Corp. | 0.87% | 12,575 | $6.1M | Reduce -8.0% |
| MA Mastercard Inc. Class A | 0.86% | 10,411 | $6.0M | Add +0.2% |
| BCE Bce Inc. | 0.86% | 257,556 | $6.0M | Add +22.8% |
| TD Toronto-Dominion Bank | 0.83% | 72,601 | $5.8M | Reduce -11.7% |
| WMT Walmart Inc. | 0.81% | 55,404 | $5.6M | Add +65.9% |
| GDXJ Vaneck Junior Gold Miners | 0.79% | 55,180 | $5.5M | Add +119.3% |
| IWM iShares Russell 2000 ETF | 0.78% | 22,458 | $5.5M | Add +137.4% |
| CNQ Canadian Natural Resources | 0.73% | 161,665 | $5.1M | Add +6.6% |
| SYK Stryker Corp. | 0.71% | 13,585 | $5.0M | Reduce -16.1% |
| FTAI Ftai Aviation Ltd. | 0.69% | 28,000 | $4.8M | Reduce -4.1% |
| BN Brookfield Corp. | 0.67% | 68,931 | $4.7M | No change |
| GE General Electric filed as GE AEROSPACE | 0.66% | 15,462 | $4.6M | New |
| RKLB Rocket Lab Corp. | 0.65% | 86,000 | $4.5M | Add +1.2% |
| SPOT Spotify Technology SA | 0.64% | 6,300 | $4.5M | Reduce -8.7% |
| MS Morgan Stanley | 0.62% | 27,709 | $4.3M | Reduce -15.8% |
| HEI Heico Corp. | 0.61% | 13,340 | $4.2M | Reduce -8.3% |
| BSX Boston Scientific Corp. | 0.58% | 42,409 | $4.1M | Reduce -22.1% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.57% | 5,950 | $4.0M | Add +2.1% |
| VSEC Vse Corp. | 0.57% | 24,000 | $4.0M | Reduce -8.4% |
| PI Impinj Inc. | 0.55% | 21,200 | $3.9M | Add +30.9% |
| STN Stantec Inc. | 0.55% | 35,000 | $3.8M | Reduce -11.4% |
| TECK Teck Resources Ltd.-CLS B | 0.54% | 87,020 | $3.8M | Reduce -18.7% |
| NOA North American Construction | 0.54% | 258,142 | $3.8M | Reduce -0.6% |
| TRP TC Energy Corp. | 0.53% | 68,052 | $3.7M | Reduce -28.4% |
| MRK Merck & Co. Inc. | 0.51% | 40,100 | $3.6M | Add +392.0% |
| HOLX Hologic Inc. | 0.51% | 52,500 | $3.6M | Add +72.1% |
| CAT Caterpillar Inc. | 0.50% | 7,125 | $3.5M | Add +72.7% |
| CLH Clean Harbors Inc. | 0.50% | 15,295 | $3.5M | Reduce -6.1% |
| BE Bloom Energy Corp. Class A | 0.49% | 39,000 | $3.4M | Add +95.0% |
| SU Suncor Energy Inc. | 0.49% | 83,172 | $3.4M | Reduce -33.2% |
| CLS Celestica Inc. | 0.47% | 13,000 | $3.3M | Reduce -51.9% |
| NATL NCR Atleos Corp. | 0.45% | 79,100 | $3.1M | New |
| ENB Enbridge Inc. | 0.44% | 62,559 | $3.1M | Reduce -50.1% |
| TFII Tfi International Inc. | 0.44% | 34,670 | $3.1M | New |
| ORCL Oracle Corp. | 0.44% | 10,551 | $3.0M | New |
| TATT Tat Technologies Ltd. | 0.43% | 70,000 | $3.0M | Add +55.6% |
| NFLX Netflix Inc. | 0.43% | 2,557 | $3.0M | Add +8.4% |
| UL Unilever PLC | 0.42% | 50,000 | $2.9M | Reduce -16.7% |
| GDX Vaneck Gold Miners ETF | 0.41% | 37,435 | $2.9M | Reduce -9.7% |
| VZLA Vizsla Silver Corp. | 0.41% | 651,500 | $2.8M | Reduce -22.0% |
| BHP BHP Group Ltd.-Spon ADR | 0.40% | 50,005 | $2.8M | Add +66.7% |
| MU Micron Technology Inc. | 0.39% | 15,000 | $2.8M | Reduce -0.1% |
| RIO Rio Tinto PLC-Spon ADR | 0.39% | 41,250 | $2.7M | No change |
| ITB iShares U.S. Home Constructi | 0.39% | 25,000 | $2.7M | New |
| CNI Canadian Natl Railway Co. | 0.37% | 27,516 | $2.6M | Add +220.6% |
| KRE SS SPDR S&P Regional Bank | 0.36% | 40,000 | $2.5M | New |
| REGN Regeneron Pharmaceuticals | 0.35% | 4,091 | $2.5M | Add +104.5% |
| BA The Boeing Co. | 0.35% | 11,260 | $2.4M | Reduce -51.3% |
| SGI Somnigroup International Inc. | 0.35% | 29,000 | $2.4M | Reduce -3.3% |
| KWEB Kranesh Csi China Internet | 0.35% | 56,480 | $2.4M | New |
| VRT Vertiv Holdings Co. Class A | 0.35% | 15,000 | $2.4M | New |
| IBIT iShares Bitcoin Trust ETF | 0.35% | 35,228 | $2.4M | Reduce -70.5% |
| INTC Intel Corp. | 0.34% | 62,784 | $2.3M | Add +46.7% |
| XBI SS SPDR S&P Biotech ETF | 0.32% | 21,800 | $2.2M | Add +275.9% |
| XHB SS SPDR S&P Homebldrs ETF | 0.32% | 20,000 | $2.2M | New |
| COIN Coinbase Global Inc. Class A | 0.32% | 6,000 | $2.2M | New |
| SCHW Schwab (charles) Corp. | 0.32% | 23,943 | $2.2M | Reduce -31.5% |
| SPGI S&P Global Inc. | 0.31% | 4,530 | $2.2M | No change |
| NBIS Nebius Group NV | 0.30% | 16,700 | $2.1M | New |
| NXPI NXP Semiconductors NV | 0.30% | 9,205 | $2.1M | New |
| TMO Thermo Fisher Scientific Inc. | 0.29% | 3,878 | $2.0M | Add +63.1% |
| UBER Uber Technologies Inc. | 0.29% | 21,000 | $2.0M | New |
| QXO Qxo Inc. | 0.28% | 100,000 | $2.0M | Add +100.0% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.28% | 17,616 | $2.0M | Add +131.3% |
| CVNA Carvana Co. | 0.28% | 5,000 | $2.0M | No change |
| FICO Fair Isaac Corp. | 0.28% | 1,100 | $2.0M | No change |
| SHY iShares 1-3 Year Treasury Bo | 0.27% | 23,200 | $1.9M | No change |
| HOOD Robinhood Markets Inc. Class A | 0.27% | 13,040 | $1.9M | Reduce -63.2% |
Portfolio Sells Q2 2025 → Q3 2025
| WCN Waste Connections Inc. | Sold out | 0.00% | −1.21 |
| IBIT iShares Bitcoin Trust ETF | Reduce -70.5% | 0.35% | −0.86 |
| P Everpure Inc. Class A | Sold out | 0.00% | −0.86 |
| FCX Freeport-McMoran Inc. | Reduce -32.4% | 0.90% | −0.82 |
| ORLY O'reilly Automotive Inc. | Sold out | 0.00% | −0.69 |
| SNOW Snowflake Inc. | Sold out | 0.00% | −0.59 |
| MSFT Microsoft Corp. | Reduce -1.8% | 3.99% | −0.55 |
| WSO Watsco Inc. | Reduce -88.7% | 0.05% | −0.54 |
| ENB Enbridge Inc. | Reduce -50.1% | 0.44% | −0.50 |
| AMD Advanced Micro Devices | Sold out | 0.00% | −0.48 |
| BA The Boeing Co. | Reduce -51.3% | 0.35% | −0.45 |
| LYV Live Nation Entertainment Inc. | Reduce -83.8% | 0.07% | −0.42 |
| BSX Boston Scientific Corp. | Reduce -22.1% | 0.58% | −0.38 |
| TU Telus Corp. | Reduce -69.9% | 0.12% | −0.36 |
| NTRA Natera Inc. | Sold out | 0.00% | −0.36 |
| SYK Stryker Corp. | Reduce -16.1% | 0.71% | −0.35 |
| MFC Manulife Financial Corp. | Reduce -64.9% | 0.15% | −0.34 |
| GGG Graco Inc. | Sold out | 0.00% | −0.33 |
| MSCI MSCI Inc. | Reduce -65.0% | 0.13% | −0.31 |
| TLT iShares 20+ Year Treasury BD | Reduce -78.5% | 0.07% | −0.30 |
| CSCO Cisco Systems Inc. | Sold out | 0.00% | −0.29 |
| FLUT Flutter Entertainment PLC-Di | Sold out | 0.00% | −0.29 |
| COST Costco Wholesale Corp. | Reduce -0.1% | 1.13% | −0.28 |
| SU Suncor Energy Inc. | Reduce -33.2% | 0.49% | −0.28 |
| BRK.B Berkshire Hathaway Inc. Class B | Reduce -0.1% | 2.05% | −0.28 |
| HOOD Robinhood Markets Inc. Class A | Reduce -63.2% | 0.27% | −0.28 |
| AJG Arthur J Gallagher & Co. | Sold out | 0.00% | −0.27 |
| MCO Moody's Corp. | Reduce -8.0% | 0.87% | −0.27 |
| RY Royal Bank of Canada | Reduce -4.1% | 3.13% | −0.27 |
| EFXT Enerflex Ltd. | Reduce -64.0% | 0.20% | −0.26 |
| HD Home Depot Inc. | Reduce -15.3% | 0.97% | −0.26 |
| CRH CRH PLC | Reduce -70.2% | 0.13% | −0.26 |
| MELI MercadoLibre Inc. | Reduce -51.1% | 0.14% | −0.25 |
| SITM Sitime Corp. | Sold out | 0.00% | −0.25 |
| SPOT Spotify Technology SA | Reduce -8.7% | 0.64% | −0.24 |
| TRP TC Energy Corp. | Reduce -28.4% | 0.53% | −0.24 |
| LULU Lululemon Athletica Inc. | Sold out | 0.00% | −0.24 |
| CLS Celestica Inc. | Reduce -51.9% | 0.47% | −0.23 |
| CRM Salesforce Inc. | Sold out | 0.00% | −0.23 |
| TOST Toast Inc. Class A | Sold out | 0.00% | −0.22 |
| JHG Janus Henderson Group PLC | Sold out | 0.00% | −0.22 |
| SCHW Schwab (charles) Corp. | Reduce -31.5% | 0.32% | −0.21 |
| NVDA Nvidia Corp. | Reduce -13.2% | 1.78% | −0.20 |
| CTVA Corteva Inc. | Reduce -55.6% | 0.10% | −0.20 |
| UL Unilever PLC | Reduce -16.7% | 0.42% | −0.19 |
| FTS Fortis Inc. | Sold out | 0.00% | −0.18 |
| HEI Heico Corp. | Reduce -8.3% | 0.61% | −0.18 |
| DKNG Draftkings Inc. Class A | Sold out | 0.00% | −0.18 |
| URI United Rentals Inc. | Reduce -51.6% | 0.21% | −0.18 |
| TECK Teck Resources Ltd.-CLS B | Reduce -18.7% | 0.54% | −0.18 |
Portfolio Buys Q2 2025 → Q3 2025
| AAPL Apple Inc. | Add +19.1% | 7.32% | +1.64 |
| ETHA iShares Ethereum Trust ETF | New | 1.06% | +1.06 |
| TSLA Tesla Inc. | Add +204.7% | 1.30% | +0.94 |
| GOOG Alphabet Inc. Class C | Add +34.8% | 2.02% | +0.77 |
| GE General Electric | New | 0.66% | +0.66 |
| PBA Pembina Pipeline Corp. | Add +278.7% | 0.93% | +0.66 |
| BNS Bank of Nova Scotia | Add +100.6% | 1.15% | +0.59 |
| GDXJ Vaneck Junior Gold Miners | Add +119.3% | 0.79% | +0.50 |
| IWM iShares Russell 2000 ETF | Add +137.4% | 0.78% | +0.45 |
| NATL NCR Atleos Corp. | New | 0.45% | +0.45 |
| TFII Tfi International Inc. | New | 0.44% | +0.44 |
| ORCL Oracle Corp. | New | 0.44% | +0.44 |
| LLY Eli Lilly & Co. | Add +73.6% | 1.14% | +0.42 |
| BE Bloom Energy Corp. Class A | Add +95.0% | 0.49% | +0.41 |
| MRK Merck & Co. Inc. | Add +392.0% | 0.51% | +0.41 |
| NTR Nutrien Ltd. | Add +86.6% | 1.01% | +0.40 |
| CP Canadian Pacific Kansas City | Add +97.8% | 1.02% | +0.40 |
| ITB iShares U.S. Home Constructi | New | 0.39% | +0.39 |
| KRE SS SPDR S&P Regional Bank | New | 0.36% | +0.36 |
| KWEB Kranesh Csi China Internet | New | 0.35% | +0.35 |
| VRT Vertiv Holdings Co. Class A | New | 0.35% | +0.35 |
| COIN Coinbase Global Inc. Class A | New | 0.32% | +0.32 |
| XHB SS SPDR S&P Homebldrs ETF | New | 0.32% | +0.32 |
| NBIS Nebius Group NV | New | 0.30% | +0.30 |
| NXPI NXP Semiconductors NV | New | 0.30% | +0.30 |
| UBER Uber Technologies Inc. | New | 0.29% | +0.29 |
| WMT Walmart Inc. | Add +65.9% | 0.81% | +0.27 |
| PI Impinj Inc. | Add +30.9% | 0.55% | +0.26 |
| SHOP Shopify Inc. Class A | Add +13.6% | 1.09% | +0.24 |
| HBM Hudbay Minerals Inc. | New | 0.24% | +0.24 |
| XBI SS SPDR S&P Biotech ETF | Add +275.9% | 0.32% | +0.24 |
| CAT Caterpillar Inc. | Add +72.7% | 0.50% | +0.23 |
| MDT Medtronic PLC | New | 0.23% | +0.23 |
| CNI Canadian Natl Railway Co. | Add +220.6% | 0.37% | +0.22 |
| BIIB Biogen Inc. | New | 0.22% | +0.22 |
| NKE Nike Inc. Class B | New | 0.21% | +0.21 |
| GPN Global Payments Inc. | New | 0.21% | +0.21 |
| FN Fabrinet | New | 0.21% | +0.21 |
| VSXY Victoria's Secret & Co. | New | 0.21% | +0.21 |
| TER Teradyne Inc. | New | 0.21% | +0.21 |
| VTI VG Morningstar TS MKT ETF-US | New | 0.21% | +0.21 |
| TATT Tat Technologies Ltd. | Add +55.6% | 0.43% | +0.21 |
| DOO BRP Inc./Ca- Sub Voting | New | 0.19% | +0.19 |
| HOLX Hologic Inc. | Add +72.1% | 0.51% | +0.18 |
| REGN Regeneron Pharmaceuticals | Add +104.5% | 0.35% | +0.18 |
| INTC Intel Corp. | Add +46.7% | 0.34% | +0.18 |
| NCLH Norwegian Cruise Line Holdin | New | 0.18% | +0.18 |
| BHP BHP Group Ltd.-Spon ADR | Add +66.7% | 0.40% | +0.16 |
| LMT Lockheed Martin Corp. | New | 0.15% | +0.15 |
| ODFL Old Dominion Freight Line | New | 0.14% | +0.14 |
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 |