K.J. Harrison & Partners Inc
In its 13F for Q4 2025 (holdings as of December 31, 2025, filed February 3, 2026), K.J. Harrison & Partners Inc reported 219 stock positions worth $752.2 million. Its top holding was Apple (AAPL) at 7.1% of the portfolio, followed by Amazon.com (AMZN, 3.6%) and Microsoft (MSFT, 3.4%). Compared with Q3 2025, it opened 59 new positions, sold out of 46, added to 53 and reduced 76. The biggest buy was JPMorgan Chase (JPM, shares +145%) and the biggest sale an exit from iShares Ethereum Trust ETF (ETHA).
- Most Recent 13F
- Q2 2026
- Location
- TORONTO, A6
- CIK
- 0001418359
- Portfolio Value
- $752.2M (Q4 2025)
- SEC Filing
- 0001418359-26-000001 ↗ filed Feb 3, 2026
Holdings Value
Holdings 219 stocks · $752.2M
| AAPL Apple Inc. | 7.14% | 197,571 | $53.7M | Reduce -0.7% |
| AMZN Amazon.com Inc. | 3.59% | 116,868 | $27.0M | Reduce -3.3% |
| MSFT Microsoft Corp. | 3.41% | 53,108 | $25.7M | Reduce -1.7% |
| RY Royal Bank of Canada | 3.37% | 148,550 | $25.4M | Reduce -0.7% |
| JPM JPMorgan Chase & Co. | 2.92% | 68,135 | $22.0M | Add +144.8% |
| GOOG Alphabet Inc. Class C | 2.43% | 58,198 | $18.3M | Add +1.3% |
| PSLV Sprott Physical Silver Trust | 2.25% | 713,622 | $16.9M | Add +64.5% |
| GOOGL Alphabet Inc. Class A | 2.25% | 54,012 | $16.9M | Reduce -0.7% |
| BRK.B Berkshire Hathaway Inc. Class B | 1.93% | 28,901 | $14.5M | No change |
| META Meta Platforms Inc. Class A | 1.76% | 20,084 | $13.3M | Reduce -25.2% |
| CM Can Imperial BK of Commerce filed as CANADIAN IMPERIAL BANK OF CO | 1.71% | 141,644 | $12.9M | Reduce -0.9% |
| BRK.A Berkshire Hathaway Inc. Class A | 1.61% | 16 | $12.1M | No change |
| RBA RB Global Inc. | 1.28% | 93,723 | $9.7M | Add +55.3% |
| NEM Newmont Corp. | 1.26% | 94,795 | $9.5M | Reduce -28.9% |
| AEM Agnico Eagle Mines Ltd. | 1.25% | 55,376 | $9.4M | Reduce -10.9% |
| BNS Bank of Nova Scotia filed as BANK NOVA SCOTIA HALIFAX | 1.21% | 123,271 | $9.1M | Reduce -0.3% |
| GS Goldman Sachs Group Inc. | 1.20% | 10,231 | $9.0M | Add +10.8% |
| PHYS Sprott Physical Gold Trust | 1.18% | 268,206 | $8.9M | Reduce -6.4% |
| FCX Freeport-McMoran Inc. | 1.17% | 173,523 | $8.8M | Add +6.8% |
| NVDA Nvidia Corp. | 1.14% | 45,949 | $8.6M | Reduce -30.1% |
| PBA Pembina Pipeline Corp. | 1.05% | 207,560 | $7.9M | Add +27.3% |
| XLK SS Technology Select Sector | 0.98% | 51,454 | $7.4M | Add +1.0% |
| V Visa Inc. Class A | 0.98% | 21,008 | $7.4M | Reduce -1.7% |
| CP Canadian Pacific Kansas City | 0.90% | 92,060 | $6.8M | Reduce -2.0% |
| TD Toronto-Dominion Bank | 0.89% | 71,314 | $6.7M | Reduce -1.8% |
| GDXJ Vaneck Junior Gold Miners | 0.88% | 58,300 | $6.6M | Add +5.7% |
| CAT Caterpillar Inc. | 0.88% | 11,565 | $6.6M | Add +62.3% |
| LLY Eli Lilly & Co. | 0.86% | 6,042 | $6.5M | Reduce -37.7% |
| BMO Bank of Montreal filed as BANK MONTREAL QUE | 0.86% | 49,606 | $6.5M | Reduce -2.4% |
| MCO Moody's Corp. | 0.85% | 12,575 | $6.4M | No change |
| UPS United Parcel Service Class B | 0.83% | 63,000 | $6.2M | New |
| MA Mastercard Inc. Class A | 0.82% | 10,811 | $6.2M | Add +3.8% |
| HD Home Depot Inc. | 0.82% | 17,860 | $6.1M | Add +4.1% |
| BCE Bce Inc. | 0.81% | 255,788 | $6.1M | Reduce -0.7% |
| TSLA Tesla Inc. | 0.74% | 12,389 | $5.6M | Reduce -40.6% |
| IWM iShares Russell 2000 ETF | 0.73% | 22,398 | $5.5M | Reduce -0.3% |
| TFII Tfi International Inc. | 0.69% | 50,295 | $5.2M | Add +45.1% |
| RKLB Rocket Lab Corp. | 0.66% | 71,150 | $5.0M | Reduce -17.3% |
| MS Morgan Stanley | 0.65% | 27,709 | $4.9M | No change |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.64% | 42,204 | $4.8M | Add +139.6% |
| MAT Mattel Inc. | 0.64% | 242,000 | $4.8M | Add +1323.5% |
| GE General Electric filed as GE AEROSPACE | 0.63% | 15,462 | $4.8M | No change |
| GDX Vaneck Gold Miners ETF | 0.63% | 55,515 | $4.8M | Add +48.3% |
| SYK Stryker Corp. | 0.63% | 13,485 | $4.7M | Reduce -0.7% |
| FTAI Ftai Aviation Ltd. | 0.63% | 24,000 | $4.7M | Reduce -14.3% |
| REGN Regeneron Pharmaceuticals | 0.63% | 6,091 | $4.7M | Add +48.9% |
| BN Brookfield Corp. | 0.62% | 102,182 | $4.7M | Reduce -1.2% |
| ITB iShares U.S. Home Constructi | 0.60% | 47,000 | $4.5M | Add +88.0% |
| BSX Boston Scientific Corp. | 0.59% | 46,783 | $4.5M | Add +10.3% |
| COPX Global X Copper Miners ETF | 0.57% | 60,022 | $4.3M | New |
| NTR Nutrien Ltd. | 0.55% | 66,670 | $4.1M | Reduce -43.9% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.54% | 5,959 | $4.1M | Add +0.1% |
| TECK Teck Resources Ltd.-CLS B | 0.54% | 84,520 | $4.1M | Reduce -2.9% |
| HEI Heico Corp. | 0.53% | 12,300 | $4.0M | Reduce -7.8% |
| TRP TC Energy Corp. | 0.53% | 72,052 | $4.0M | Add +5.9% |
| SHOP Shopify Inc. Class A | 0.53% | 24,527 | $4.0M | Reduce -51.2% |
| XBI SS SPDR S&P Biotech ETF | 0.52% | 31,880 | $3.9M | Add +46.2% |
| CNQ Canadian Natural Resources | 0.51% | 112,415 | $3.8M | Reduce -30.5% |
| XPO Xpo Inc. | 0.51% | 28,000 | $3.8M | Add +460.0% |
| VSEC Vse Corp. | 0.51% | 22,000 | $3.8M | Reduce -8.3% |
| INTC Intel Corp. | 0.51% | 102,970 | $3.8M | Add +64.0% |
| TER Teradyne Inc. | 0.49% | 18,900 | $3.7M | Add +89.0% |
| MRK Merck & Co. Inc. | 0.47% | 33,900 | $3.6M | Reduce -15.5% |
| IEX Idex Corp. | 0.47% | 20,000 | $3.6M | New |
| LMT Lockheed Martin Corp. | 0.47% | 7,355 | $3.6M | Add +257.9% |
| COST Costco Wholesale Corp. | 0.47% | 4,079 | $3.5M | Reduce -52.5% |
| XHB SS SPDR S&P Homebldrs ETF | 0.47% | 34,000 | $3.5M | Add +70.0% |
| RIO Rio Tinto PLC-Spon ADR | 0.44% | 41,250 | $3.3M | No change |
| SU Suncor Energy Inc. | 0.43% | 73,172 | $3.3M | Reduce -12.0% |
| MSCI MSCI Inc. | 0.42% | 5,484 | $3.1M | Add +239.8% |
| STN Stantec Inc. | 0.41% | 33,000 | $3.1M | Reduce -5.7% |
| HAL Halliburton Co. | 0.41% | 110,000 | $3.1M | Add +172.6% |
| JAAA Janus Henderson Aaa Clo ETF | 0.41% | 60,930 | $3.1M | Add +96.5% |
| CLH Clean Harbors Inc. | 0.41% | 13,095 | $3.1M | Reduce -14.4% |
| BHP BHP Group Ltd.-Spon ADR | 0.40% | 50,005 | $3.0M | No change |
| CRM Salesforce Inc. | 0.40% | 11,306 | $3.0M | New |
| PFE Pfizer Inc. | 0.40% | 119,503 | $3.0M | Add +82.8% |
| TU Telus Corp. | 0.39% | 222,192 | $2.9M | Add +307.9% |
| ZTS Zoetis Inc. | 0.38% | 23,000 | $2.9M | Add +393.2% |
| TMO Thermo Fisher Scientific Inc. | 0.38% | 4,948 | $2.9M | Add +27.6% |
| EBAY eBay Inc. | 0.37% | 31,700 | $2.8M | Add +185.6% |
| CNI Canadian Natl Railway Co. | 0.36% | 27,481 | $2.7M | Reduce -0.1% |
| BA The Boeing Co. | 0.36% | 12,360 | $2.7M | Add +9.8% |
| SBUX Starbucks Corp. | 0.35% | 31,100 | $2.6M | New |
| SCHW Schwab (charles) Corp. | 0.32% | 23,943 | $2.4M | No change |
| SPOT Spotify Technology SA | 0.31% | 4,000 | $2.3M | Reduce -36.5% |
| XLV SS Health Care Select Sector | 0.31% | 15,000 | $2.3M | New |
| DHR Danaher Corp. | 0.30% | 10,000 | $2.3M | Add +400.0% |
| TATT Tat Technologies Ltd. | 0.30% | 51,143 | $2.3M | Reduce -26.9% |
| SPGI S&P Global Inc. | 0.30% | 4,300 | $2.2M | Reduce -5.1% |
| WSC Willscot Holdings Corp. | 0.30% | 118,800 | $2.2M | New |
| ALGN Align Technology Inc. | 0.29% | 14,100 | $2.2M | Add +781.3% |
| NFLX Netflix Inc. | 0.28% | 22,070 | $2.1M | Reduce -13.7% |
| NTRA Natera Inc. | 0.27% | 8,850 | $2.0M | New |
| TSAT Telesat Corp. | 0.27% | 70,000 | $2.0M | Add +20.7% |
| KMB Kimberly-Clark Corp. | 0.27% | 20,000 | $2.0M | New |
| ENB Enbridge Inc. | 0.27% | 41,835 | $2.0M | Reduce -33.1% |
| VZLA Vizsla Silver Corp. | 0.26% | 361,500 | $2.0M | Reduce -44.5% |
| PI Impinj Inc. | 0.26% | 11,200 | $1.9M | Reduce -47.2% |
| KRE SS SPDR S&P Regional Bank | 0.26% | 30,000 | $1.9M | Reduce -25.0% |
Portfolio Sells Q3 2025 → Q4 2025
| ETHA iShares Ethereum Trust ETF | Sold out | 0.00% | −1.06 |
| META Meta Platforms Inc. Class A | Reduce -25.2% | 1.76% | −1.03 |
| WMT Walmart Inc. | Reduce -93.9% | 0.05% | −0.76 |
| COST Costco Wholesale Corp. | Reduce -52.5% | 0.47% | −0.66 |
| NVDA Nvidia Corp. | Reduce -30.1% | 1.14% | −0.64 |
| MSFT Microsoft Corp. | Reduce -1.7% | 3.41% | −0.57 |
| SHOP Shopify Inc. Class A | Reduce -51.2% | 0.53% | −0.56 |
| TSLA Tesla Inc. | Reduce -40.6% | 0.74% | −0.56 |
| HOLX Hologic Inc. | Sold out | 0.00% | −0.51 |
| NTR Nutrien Ltd. | Reduce -43.9% | 0.55% | −0.47 |
| CLS Celestica Inc. | Sold out | 0.00% | −0.47 |
| ORCL Oracle Corp. | Sold out | 0.00% | −0.44 |
| UL Unilever PLC | Sold out | 0.00% | −0.42 |
| NEM Newmont Corp. | Reduce -28.9% | 1.26% | −0.39 |
| NATL NCR Atleos Corp. | Reduce -79.5% | 0.08% | −0.36 |
| NOA North American Construction | Reduce -64.3% | 0.18% | −0.36 |
| KWEB Kranesh Csi China Internet | Sold out | 0.00% | −0.35 |
| VRT Vertiv Holdings Co. Class A | Sold out | 0.00% | −0.35 |
| SPOT Spotify Technology SA | Reduce -36.5% | 0.31% | −0.33 |
| COIN Coinbase Global Inc. Class A | Sold out | 0.00% | −0.32 |
| IBIT iShares Bitcoin Trust ETF | Reduce -86.9% | 0.03% | −0.32 |
| SGI Somnigroup International Inc. | Reduce -89.7% | 0.04% | −0.31 |
| NBIS Nebius Group NV | Sold out | 0.00% | −0.30 |
| NXPI NXP Semiconductors NV | Sold out | 0.00% | −0.30 |
| PI Impinj Inc. | Reduce -47.2% | 0.26% | −0.30 |
| BE Bloom Energy Corp. Class A | Reduce -56.4% | 0.20% | −0.29 |
| UBER Uber Technologies Inc. | Sold out | 0.00% | −0.29 |
| CVNA Carvana Co. | Sold out | 0.00% | −0.28 |
| MU Micron Technology Inc. | Reduce -80.0% | 0.11% | −0.28 |
| LLY Eli Lilly & Co. | Reduce -37.7% | 0.86% | −0.27 |
| HOOD Robinhood Markets Inc. Class A | Sold out | 0.00% | −0.27 |
| AMZN Amazon.com Inc. | Reduce -3.3% | 3.59% | −0.26 |
| AEM Agnico Eagle Mines Ltd. | Reduce -10.9% | 1.25% | −0.25 |
| MDT Medtronic PLC | Sold out | 0.00% | −0.23 |
| HSIC Henry Schein Inc. | Sold out | 0.00% | −0.23 |
| CNQ Canadian Natural Resources | Reduce -30.5% | 0.51% | −0.22 |
| PG The Procter & Gamble Co. | Sold out | 0.00% | −0.22 |
| FN Fabrinet | Sold out | 0.00% | −0.21 |
| VTI VG Morningstar TS MKT ETF-US | Sold out | 0.00% | −0.21 |
| SRAD Sportradar Group AG-A | Sold out | 0.00% | −0.19 |
| ISRG Intuitive Surgical Inc. | Reduce -82.5% | 0.05% | −0.18 |
| AAPL Apple Inc. | Reduce -0.7% | 7.14% | −0.18 |
| ENB Enbridge Inc. | Reduce -33.1% | 0.27% | −0.18 |
| DASH DoorDash Inc. Class A | Sold out | 0.00% | −0.15 |
| NFLX Netflix Inc. | Reduce -13.7% | 0.28% | −0.15 |
| VZLA Vizsla Silver Corp. | Reduce -44.5% | 0.26% | −0.14 |
| MELI MercadoLibre Inc. | Sold out | 0.00% | −0.14 |
| ETN Eaton Corp. PLC | Sold out | 0.00% | −0.14 |
| MPWR Monolithic Power Systems Inc. | Sold out | 0.00% | −0.13 |
| HUCK Huckleberry AI Inc. | Sold out | 0.00% | −0.13 |
Portfolio Buys Q3 2025 → Q4 2025
| JPM JPMorgan Chase & Co. | Add +144.8% | 2.92% | +1.69 |
| PSLV Sprott Physical Silver Trust | Add +64.5% | 2.25% | +1.27 |
| UPS United Parcel Service Class B | New | 0.83% | +0.83 |
| MAT Mattel Inc. | Add +1323.5% | 0.64% | +0.60 |
| COPX Global X Copper Miners ETF | New | 0.57% | +0.57 |
| IEX Idex Corp. | New | 0.47% | +0.47 |
| XPO Xpo Inc. | Add +460.0% | 0.51% | +0.42 |
| GOOG Alphabet Inc. Class C | Add +1.3% | 2.43% | +0.40 |
| CRM Salesforce Inc. | New | 0.40% | +0.40 |
| CAT Caterpillar Inc. | Add +62.3% | 0.88% | +0.38 |
| DIS The Walt Disney Co. | Add +139.6% | 0.64% | +0.36 |
| RBA RB Global Inc. | Add +55.3% | 1.28% | +0.35 |
| SBUX Starbucks Corp. | New | 0.35% | +0.35 |
| LMT Lockheed Martin Corp. | Add +257.9% | 0.47% | +0.33 |
| XLV SS Health Care Select Sector | New | 0.31% | +0.31 |
| WSC Willscot Holdings Corp. | New | 0.30% | +0.30 |
| MSCI MSCI Inc. | Add +239.8% | 0.42% | +0.29 |
| ZTS Zoetis Inc. | Add +393.2% | 0.38% | +0.29 |
| TER Teradyne Inc. | Add +89.0% | 0.49% | +0.28 |
| REGN Regeneron Pharmaceuticals | Add +48.9% | 0.63% | +0.27 |
| HAL Halliburton Co. | Add +172.6% | 0.41% | +0.27 |
| NTRA Natera Inc. | New | 0.27% | +0.27 |
| TU Telus Corp. | Add +307.9% | 0.39% | +0.27 |
| KMB Kimberly-Clark Corp. | New | 0.27% | +0.27 |
| FCX Freeport-McMoran Inc. | Add +6.8% | 1.17% | +0.27 |
| ALGN Align Technology Inc. | Add +781.3% | 0.29% | +0.26 |
| RACE Ferrari NV | New | 0.26% | +0.26 |
| BGSI Boyd Group Services Inc. | New | 0.25% | +0.25 |
| TFII Tfi International Inc. | Add +45.1% | 0.69% | +0.25 |
| DHR Danaher Corp. | Add +400.0% | 0.30% | +0.24 |
| RH RH | New | 0.24% | +0.24 |
| VNOM Viper Energy Inc. Class A | New | 0.24% | +0.24 |
| TXN Texas Instruments Inc. | New | 0.23% | +0.23 |
| EBAY eBay Inc. | Add +185.6% | 0.37% | +0.23 |
| LECO Lincoln Electric Holdings | New | 0.22% | +0.22 |
| GDX Vaneck Gold Miners ETF | Add +48.3% | 0.63% | +0.22 |
| HTZ Hertz Global Hldgs Inc. | New | 0.22% | +0.22 |
| ITB iShares U.S. Home Constructi | Add +88.0% | 0.60% | +0.21 |
| XBI SS SPDR S&P Biotech ETF | Add +46.2% | 0.52% | +0.20 |
| ABNB Airbnb Inc. Class A | New | 0.20% | +0.20 |
| QCOM Qualcomm Inc. | New | 0.19% | +0.19 |
| JAAA Janus Henderson Aaa Clo ETF | Add +96.5% | 0.41% | +0.19 |
| DXCM Dexcom Inc. | New | 0.18% | +0.18 |
| WRBY Warby Parker Inc. Class A | New | 0.17% | +0.17 |
| INTC Intel Corp. | Add +64.0% | 0.51% | +0.17 |
| FISV Fiserv Inc. | New | 0.17% | +0.17 |
| AVY Avery Dennison Corp. | New | 0.17% | +0.17 |
| GS Goldman Sachs Group Inc. | Add +10.8% | 1.20% | +0.17 |
| SN Sharkninja Inc. | New | 0.16% | +0.16 |
| CAE Cae Inc. | New | 0.16% | +0.16 |
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 |