K.J. Harrison & Partners Inc
In its 13F for Q1 2026 (holdings as of March 31, 2026, filed April 28, 2026), K.J. Harrison & Partners Inc reported 224 stock positions worth $607.2 million. Its top holding was Apple (AAPL) at 7.1% of the portfolio, followed by Royal Bank of Canada (RY, 3.3%) and Sprott Physical Gold Trust (PHYS, 2.9%). Compared with Q4 2025, it opened 49 new positions, sold out of 44, added to 41 and reduced 86. The biggest buy was Sprott Physical Gold Trust (PHYS, shares +88%) and the biggest sale JPMorgan Chase (JPM, shares −58%).
- Most Recent 13F
- Q2 2026
- Location
- TORONTO, A6
- CIK
- 0001418359
- Portfolio Value
- $607.2M (Q1 2026)
- SEC Filing
- 0001418359-26-000002 ↗ filed Apr 28, 2026
Holdings Value
Holdings 224 stocks · $607.2M
| AAPL Apple Inc. | 7.12% | 170,472 | $43.3M | Reduce -13.7% |
| RY Royal Bank of Canada | 3.34% | 125,577 | $20.3M | Reduce -15.5% |
| PHYS Sprott Physical Gold Trust | 2.95% | 505,278 | $17.9M | Add +88.4% |
| GOOGL Alphabet Inc. Class A | 2.56% | 54,024 | $15.5M | Add +0.0% |
| NVDA Nvidia Corp. | 2.54% | 88,285 | $15.4M | Add +92.1% |
| AMZN Amazon.com Inc. | 2.40% | 69,854 | $14.5M | Reduce -40.2% |
| BRK.B Berkshire Hathaway Inc. Class B | 2.28% | 28,908 | $13.9M | Add +0.0% |
| CM Can Imperial BK of Commerce filed as CANADIAN IMPERIAL BANK OF CO | 2.16% | 138,883 | $13.1M | Reduce -1.9% |
| MSFT Microsoft Corp. | 2.07% | 33,971 | $12.6M | Reduce -36.0% |
| BRK.A Berkshire Hathaway Inc. Class A | 1.89% | 16 | $11.5M | No change |
| GS Goldman Sachs Group Inc. | 1.82% | 13,031 | $11.0M | Add +27.4% |
| AEM Agnico Eagle Mines Ltd. | 1.80% | 54,093 | $11.0M | Reduce -2.3% |
| INTC Intel Corp. | 1.65% | 227,170 | $10.0M | Add +120.6% |
| META Meta Platforms Inc. Class A | 1.51% | 16,078 | $9.2M | Reduce -19.9% |
| RBA RB Global Inc. | 1.40% | 88,738 | $8.5M | Reduce -5.3% |
| JPM JPMorgan Chase & Co. | 1.40% | 28,846 | $8.5M | Reduce -57.7% |
| PBA Pembina Pipeline Corp. | 1.20% | 162,606 | $7.3M | Reduce -21.7% |
| GDXJ Vaneck Junior Gold Miners | 1.15% | 58,305 | $7.0M | Add +0.0% |
| XLK SS Technology Select Sector | 1.13% | 51,454 | $6.8M | No change |
| MS Morgan Stanley | 1.10% | 40,731 | $6.7M | Add +47.0% |
| TD Toronto-Dominion Bank | 1.09% | 71,321 | $6.6M | Add +0.0% |
| NEM Newmont Corp. | 1.08% | 60,795 | $6.6M | Reduce -35.9% |
| GOOG Alphabet Inc. Class C | 1.07% | 22,673 | $6.5M | Reduce -61.0% |
| BMO Bank of Montreal filed as BANK MONTREAL MEDIUM | 1.07% | 47,958 | $6.5M | Reduce -3.3% |
| FCX Freeport-McMoran Inc. | 1.06% | 110,023 | $6.5M | Reduce -36.6% |
| BCE Bce Inc. | 1.06% | 254,707 | $6.4M | Reduce -0.4% |
| CNQ Canadian Natural Resources | 1.05% | 130,931 | $6.4M | Add +16.5% |
| TFII Tfi International Inc. filed as TRANSFORCE INC | 1.04% | 58,295 | $6.3M | Add +15.9% |
| XPO Xpo Inc. | 0.90% | 28,000 | $5.4M | No change |
| CAT Caterpillar Inc. | 0.88% | 7,565 | $5.4M | Reduce -34.6% |
| PSLV Sprott Physical Silver Trust | 0.87% | 215,968 | $5.3M | Reduce -69.7% |
| COPX Global X Copper Miners ETF | 0.82% | 65,297 | $5.0M | Add +8.8% |
| MA Mastercard Inc. Class A | 0.81% | 9,811 | $4.9M | Reduce -9.3% |
| SU Suncor Energy Inc. | 0.80% | 73,257 | $4.8M | Add +0.1% |
| GDX Vaneck Gold Miners ETF | 0.79% | 52,595 | $4.8M | Reduce -5.3% |
| CP Canadian Pacific Kansas City | 0.77% | 59,607 | $4.7M | Reduce -35.3% |
| BNS Bank of Nova Scotia filed as BANK NOVA SCOTIA B C | 0.75% | 65,951 | $4.6M | Reduce -46.5% |
| WSC Willscot Holdings Corp. | 0.75% | 260,800 | $4.5M | Add +119.5% |
| MDA Mda Space Ltd. | 0.74% | 178,800 | $4.5M | New |
| HAL Halliburton Co. | 0.71% | 110,000 | $4.3M | No change |
| ITB iShares U.S. Home Constructi | 0.70% | 47,000 | $4.3M | No change |
| VSEC Vse Corp. | 0.70% | 23,000 | $4.2M | Add +4.5% |
| MCO Moody's Corp. | 0.70% | 9,675 | $4.2M | Reduce -23.1% |
| TRP TC Energy Corp. | 0.69% | 67,086 | $4.2M | Reduce -6.9% |
| BN Brookfield Corp. | 0.67% | 100,811 | $4.1M | Reduce -1.3% |
| V Visa Inc. Class A | 0.65% | 13,018 | $3.9M | Reduce -38.0% |
| TSLA Tesla Inc. | 0.64% | 10,389 | $3.9M | Reduce -16.1% |
| IEX Idex Corp. | 0.62% | 20,000 | $3.8M | No change |
| RIO Rio Tinto PLC-Spon ADR | 0.62% | 40,250 | $3.8M | Reduce -2.4% |
| FTAI Ftai Aviation Ltd. | 0.61% | 15,000 | $3.7M | Reduce -37.5% |
| COST Costco Wholesale Corp. | 0.59% | 3,609 | $3.6M | Reduce -11.5% |
| BHP BHP Group Ltd.-Spon ADR filed as BHP BILLITON LIMITED | 0.59% | 49,005 | $3.6M | Reduce -2.0% |
| CLH Clean Harbors Inc. | 0.58% | 12,295 | $3.5M | Reduce -6.1% |
| HEI Heico Corp. | 0.56% | 12,300 | $3.4M | No change |
| XHB SS SPDR S&P Homebldrs ETF | 0.55% | 34,000 | $3.4M | No change |
| LECO Lincoln Electric Holdings | 0.49% | 12,000 | $3.0M | Add +71.4% |
| HD Home Depot Inc. | 0.48% | 8,858 | $2.9M | Reduce -50.4% |
| LLY Eli Lilly & Co. | 0.46% | 3,042 | $2.8M | Reduce -49.6% |
| ODFL Old Dominion Freight Line | 0.46% | 14,181 | $2.8M | Add +54.5% |
| PI Impinj Inc. | 0.44% | 26,200 | $2.7M | Add +133.9% |
| GE General Electric filed as GE AEROSPACE | 0.44% | 9,462 | $2.7M | Reduce -38.8% |
| PFE Pfizer Inc. | 0.43% | 94,003 | $2.6M | Reduce -21.3% |
| TSAT Telesat Corp. | 0.42% | 70,000 | $2.5M | No change |
| BA The Boeing Co. | 0.41% | 12,360 | $2.5M | No change |
| XLE SS Energy Select Sector | 0.40% | 40,000 | $2.5M | New |
| UPS United Parcel Service Class B | 0.39% | 24,000 | $2.4M | Reduce -61.9% |
| RKLB Rocket Lab Corp. | 0.38% | 36,150 | $2.3M | Reduce -49.2% |
| TECK Teck Resources Ltd.-CLS B | 0.38% | 44,520 | $2.3M | Reduce -47.3% |
| IWM iShares Russell 2000 ETF | 0.37% | 9,058 | $2.2M | Reduce -59.6% |
| CNI Canadian Natl Railway Co. | 0.35% | 20,981 | $2.2M | Reduce -23.6% |
| SCHW Schwab (charles) Corp. | 0.35% | 22,743 | $2.1M | Reduce -5.0% |
| INTU Intuit Inc. | 0.35% | 4,900 | $2.1M | Add +880.0% |
| NET Cloudflare Inc. Class A | 0.34% | 10,100 | $2.1M | New |
| ALGN Align Technology Inc. | 0.34% | 12,000 | $2.1M | Reduce -14.9% |
| VNOM Viper Energy Inc. Class A | 0.33% | 43,000 | $2.0M | Reduce -6.5% |
| JAAA Janus Henderson Aaa Clo ETF | 0.32% | 38,950 | $2.0M | Reduce -36.1% |
| CRWD CrowdStrike Holdings Inc. Class A | 0.32% | 5,000 | $2.0M | New |
| QXO Qxo Inc. | 0.32% | 100,000 | $1.9M | No change |
| AON Aon PLC Class A | 0.32% | 6,000 | $1.9M | New |
| SHY iShares 1-3 Year Treasury Bo | 0.32% | 23,200 | $1.9M | Reduce -0.5% |
| SNDK Sandisk Corp. | 0.31% | 3,001 | $1.9M | New |
| TATT Tat Technologies Ltd. | 0.31% | 46,800 | $1.9M | Reduce -8.5% |
| IJH iShares Core S&P Midcap ETF | 0.31% | 28,000 | $1.9M | No change |
| BIIB Biogen Inc. | 0.30% | 10,000 | $1.8M | No change |
| NTR Nutrien Ltd. | 0.29% | 23,770 | $1.8M | Reduce -64.3% |
| KWEB Kranesh Csi China Internet | 0.29% | 61,480 | $1.7M | New |
| RACE Ferrari NV | 0.28% | 5,000 | $1.7M | Reduce -3.9% |
| JNJ Johnson & Johnson | 0.28% | 6,890 | $1.7M | Add +0.3% |
| PEP Pepsico Inc. | 0.27% | 10,661 | $1.7M | New |
| ALB Albemarle Corp. | 0.27% | 9,070 | $1.6M | New |
| ETN Eaton Corp. PLC | 0.27% | 4,505 | $1.6M | New |
| ULTA Ulta Beauty Inc. | 0.26% | 3,000 | $1.6M | New |
| ENB Enbridge Inc. | 0.26% | 28,976 | $1.6M | Reduce -30.7% |
| EMXC iShares MSCI Emr MRK Ex Chna | 0.26% | 19,857 | $1.6M | Add +32.4% |
| LDOS Leidos Holdings Inc. | 0.26% | 10,000 | $1.6M | New |
| ZTS Zoetis Inc. | 0.25% | 13,000 | $1.5M | Reduce -43.5% |
| BGSI Boyd Group Services Inc. | 0.25% | 11,800 | $1.5M | No change |
| KMB Kimberly-Clark Corp. | 0.24% | 15,000 | $1.4M | Reduce -25.0% |
| SPGI S&P Global Inc. | 0.23% | 3,300 | $1.4M | Reduce -23.3% |
| RH RH | 0.23% | 10,000 | $1.4M | No change |
Other holdings (1): bonds, preferreds, convertibles and warrants · $994K (not counted above)
| Security | Class | Shares / Principal | Value | Change |
|---|---|---|---|---|
| VSE CORP (VSEC 5.75 02/01/29) | UNIT 02/01/2029 | 19,758 | $994K | New |
Total filed on the 13F, all lines: $608.2M.
Portfolio Sells Q4 2025 → Q1 2026
| JPM JPMorgan Chase & Co. | Reduce -57.7% | 1.40% | −1.52 |
| PSLV Sprott Physical Silver Trust | Reduce -69.7% | 0.87% | −1.38 |
| GOOG Alphabet Inc. Class C | Reduce -61.0% | 1.07% | −1.36 |
| MSFT Microsoft Corp. | Reduce -36.0% | 2.07% | −1.34 |
| AMZN Amazon.com Inc. | Reduce -40.2% | 2.40% | −1.19 |
| REGN Regeneron Pharmaceuticals | Reduce -91.4% | 0.07% | −0.56 |
| BSX Boston Scientific Corp. | Reduce -91.3% | 0.04% | −0.55 |
| SPY SS SPDR S&P 500 ETF Trust-US | Sold out | 0.00% | −0.54 |
| SYK Stryker Corp. | Reduce -86.5% | 0.10% | −0.53 |
| MAT Mattel Inc. | Reduce -78.5% | 0.12% | −0.51 |
| DIS The Walt Disney Co. | Reduce -79.8% | 0.14% | −0.50 |
| XBI SS SPDR S&P Biotech ETF | Reduce -94.6% | 0.04% | −0.48 |
| MRK Merck & Co. Inc. | Sold out | 0.00% | −0.47 |
| BNS Bank of Nova Scotia | Reduce -46.5% | 0.75% | −0.46 |
| UPS United Parcel Service Class B | Reduce -61.9% | 0.39% | −0.44 |
| LMT Lockheed Martin Corp. | Reduce -95.2% | 0.04% | −0.44 |
| LLY Eli Lilly & Co. | Reduce -49.6% | 0.46% | −0.40 |
| CRM Salesforce Inc. | Sold out | 0.00% | −0.40 |
| TU Telus Corp. | Reduce -95.3% | 0.02% | −0.37 |
| EBAY eBay Inc. | Sold out | 0.00% | −0.37 |
| IWM iShares Russell 2000 ETF | Reduce -59.6% | 0.37% | −0.36 |
| SHOP Shopify Inc. Class A | Reduce -65.2% | 0.17% | −0.36 |
| SBUX Starbucks Corp. | Sold out | 0.00% | −0.35 |
| HD Home Depot Inc. | Reduce -50.4% | 0.48% | −0.34 |
| V Visa Inc. Class A | Reduce -38.0% | 0.65% | −0.33 |
| STN Stantec Inc. | Reduce -78.8% | 0.10% | −0.32 |
| SPOT Spotify Technology SA | Sold out | 0.00% | −0.31 |
| XLV SS Health Care Select Sector | Sold out | 0.00% | −0.31 |
| TER Teradyne Inc. | Reduce -79.5% | 0.19% | −0.30 |
| RKLB Rocket Lab Corp. | Reduce -49.2% | 0.38% | −0.28 |
| VZLA Vizsla Silver Corp. | Sold out | 0.00% | −0.26 |
| KRE SS SPDR S&P Regional Bank | Sold out | 0.00% | −0.26 |
| NTR Nutrien Ltd. | Reduce -64.3% | 0.29% | −0.25 |
| META Meta Platforms Inc. Class A | Reduce -19.9% | 1.51% | −0.25 |
| FICO Fair Isaac Corp. | Sold out | 0.00% | −0.25 |
| TXN Texas Instruments Inc. | Sold out | 0.00% | −0.23 |
| TMO Thermo Fisher Scientific Inc. | Reduce -60.8% | 0.16% | −0.22 |
| HTZ Hertz Global Hldgs Inc. | Sold out | 0.00% | −0.22 |
| VSXY Victoria's Secret & Co. | Sold out | 0.00% | −0.22 |
| MSCI MSCI Inc. | Reduce -54.7% | 0.22% | −0.20 |
| ABNB Airbnb Inc. Class A | Sold out | 0.00% | −0.20 |
| GE General Electric | Reduce -38.8% | 0.44% | −0.19 |
| QCOM Qualcomm Inc. | Sold out | 0.00% | −0.19 |
| DXCM Dexcom Inc. | Sold out | 0.00% | −0.18 |
| NEM Newmont Corp. | Reduce -35.9% | 1.08% | −0.17 |
| FISV Fiserv Inc. | Sold out | 0.00% | −0.17 |
| AVY Avery Dennison Corp. | Sold out | 0.00% | −0.17 |
| SN Sharkninja Inc. | Sold out | 0.00% | −0.16 |
| TECK Teck Resources Ltd.-CLS B | Reduce -47.3% | 0.38% | −0.16 |
| MCO Moody's Corp. | Reduce -23.1% | 0.70% | −0.16 |
Portfolio Buys Q4 2025 → Q1 2026
| PHYS Sprott Physical Gold Trust | Add +88.4% | 2.95% | +1.77 |
| NVDA Nvidia Corp. | Add +92.1% | 2.54% | +1.40 |
| INTC Intel Corp. | Add +120.6% | 1.65% | +1.15 |
| MDA Mda Space Ltd. | New | 0.74% | +0.74 |
| GS Goldman Sachs Group Inc. | Add +27.4% | 1.82% | +0.62 |
| CNQ Canadian Natural Resources | Add +16.5% | 1.05% | +0.54 |
| MS Morgan Stanley | Add +47.0% | 1.10% | +0.45 |
| WSC Willscot Holdings Corp. | Add +119.5% | 0.75% | +0.45 |
| XLE SS Energy Select Sector | New | 0.40% | +0.40 |
| SU Suncor Energy Inc. | Add +0.1% | 0.80% | +0.36 |
| TFII Tfi International Inc. | Add +15.9% | 1.04% | +0.35 |
| BRK.B Berkshire Hathaway Inc. Class B | Add +0.0% | 2.28% | +0.35 |
| NET Cloudflare Inc. Class A | New | 0.34% | +0.34 |
| CRWD CrowdStrike Holdings Inc. Class A | New | 0.32% | +0.32 |
| AON Aon PLC Class A | New | 0.32% | +0.32 |
| SNDK Sandisk Corp. | New | 0.31% | +0.31 |
| GOOGL Alphabet Inc. Class A | Add +0.0% | 2.56% | +0.31 |
| INTU Intuit Inc. | Add +880.0% | 0.35% | +0.30 |
| KWEB Kranesh Csi China Internet | New | 0.29% | +0.29 |
| PEP Pepsico Inc. | New | 0.27% | +0.27 |
| GDXJ Vaneck Junior Gold Miners | Add +0.0% | 1.15% | +0.27 |
| LECO Lincoln Electric Holdings | Add +71.4% | 0.49% | +0.27 |
| ALB Albemarle Corp. | New | 0.27% | +0.27 |
| ETN Eaton Corp. PLC | New | 0.27% | +0.27 |
| ODFL Old Dominion Freight Line | Add +54.5% | 0.46% | +0.26 |
| ULTA Ulta Beauty Inc. | New | 0.26% | +0.26 |
| LDOS Leidos Holdings Inc. | New | 0.26% | +0.26 |
| COPX Global X Copper Miners ETF | Add +8.8% | 0.82% | +0.25 |
| ORCL Oracle Corp. | New | 0.23% | +0.23 |
| CRK Comstock Resources Inc. | New | 0.21% | +0.21 |
| AXON Axon Enterprise Inc. | New | 0.21% | +0.21 |
| HSIC Henry Schein Inc. | New | 0.21% | +0.21 |
| ILMN Illumina Inc. | New | 0.20% | +0.20 |
| TD Toronto-Dominion Bank | Add +0.0% | 1.09% | +0.20 |
| AXP American Express Co. | New | 0.20% | +0.20 |
| MDT Medtronic PLC | New | 0.19% | +0.19 |
| VSEC Vse Corp. | Add +4.5% | 0.70% | +0.19 |
| CL Colgate-Palmolive Co. | Add +433.3% | 0.22% | +0.19 |
| BMM Blue Moon Metals Inc. | New | 0.19% | +0.19 |
| PI Impinj Inc. | Add +133.9% | 0.44% | +0.18 |
| TRIP Tripadvisor Inc. | Add +316.7% | 0.22% | +0.16 |
| ORLA Orla Mining Ltd. | New | 0.16% | +0.16 |
| CPNG Coupang Inc. | New | 0.16% | +0.16 |
| CCJ Cameco Corp. | Add +75.3% | 0.23% | +0.14 |
| ONTO Onto Innovation Inc. | New | 0.14% | +0.14 |
| XLP SS Consumer Staples Sel Sect | New | 0.14% | +0.14 |
| EVER Everquote Inc. Class A | Add +539.0% | 0.16% | +0.13 |
| SOLS Solstice Adv Materials Inc. | New | 0.13% | +0.13 |
| B Barrick Mining Corp. | Add +291.9% | 0.15% | +0.12 |
| SITM Sitime Corp. | New | 0.11% | +0.11 |
Notes & Other Activity Q4 2025 → Q1 2026
| VSE CORP (VSEC 5.75 02/01/29) | UNIT 02/01/2029 | New | 19,758 | $994K |
Bonds, preferreds, convertibles and warrants; not part of the stock holdings or percentages above.
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 |