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Portfolio (Quarterly) Guide ↗

K.J. Harrison & Partners Inc

· CIK 0001418359
13F Portfolio $752M AUM Filed Feb 3, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 219 New
Page 3 of 11  ·  219 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 MAT MATTEL INC Consumer Cyclical 242,000.0 $4.8M 0.64% NEW $19.84 -23.8%
42 GE GE AEROSPACE Industrials 15,462.0 $4.8M 0.63% NEW $308.03 -5.4%
43 GDX VANECK ETF TRUST 55,515.0 $4.8M 0.63% NEW $85.77 +1.8%
44 SYK STRYKER CORPORATION Healthcare 13,485.0 $4.7M 0.63% NEW $351.47 -13.1%
45 FTAI AVIATION LTD 24,000.0 $4.7M 0.63% NEW $196.85
46 REGN REGENERON PHARMACEUTICALS Healthcare 6,091.0 $4.7M 0.62% NEW $771.87 -7.6%
47 BN BROOKFIELD CORP Financial Services 102,182.0 $4.7M 0.62% NEW $45.98 -1.0%
48 ITB ISHARES TR 47,000.0 $4.5M 0.60% NEW $96.30 -10.2%
49 BSX BOSTON SCIENTIFIC CORP Healthcare 46,783.0 $4.5M 0.59% NEW $95.35 -44.8%
50 COPX GLOBAL X FDS 60,022.0 $4.3M 0.57% NEW $71.79 +15.7%
51 NTR NUTRIEN LTD Basic Materials 66,670.0 $4.1M 0.55% NEW $61.81 +14.8%
52 SPY SPDR S&P 500 ETF TR Financial Services 5,959.0 $4.1M 0.54% NEW $681.92 +8.4%
53 TECK TECK RESOURCES LTD Basic Materials 84,520.0 $4.1M 0.54% NEW $47.94 +36.4%
54 HEI HEICO CORP NEW Industrials 12,300.0 $4.0M 0.53% NEW $323.59 -8.2%
55 TRP TC ENERGY CORP Energy 72,052.0 $4.0M 0.53% NEW $55.14 +23.6%
56 SHOP SHOPIFY INC Technology 24,527.0 $4.0M 0.53% NEW $161.24 -39.6%
57 XBI SPDR SERIES TRUST 31,880.0 $3.9M 0.52% NEW $121.93 +7.2%
58 CNQ CANADIAN NAT RES LTD Energy 112,415.0 $3.8M 0.51% NEW $33.92 +40.2%
59 XPO XPO INC Industrials 28,000.0 $3.8M 0.51% NEW $135.91 +51.2%
60 VSEC VSE CORP Industrials 22,000.0 $3.8M 0.51% NEW $172.77 +3.7%
Page 3 of 11  ·  219 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Financial Services 25.5%
Technology 19.3%
Industrials 13.3%
Communication Services 10.9%
Consumer Cyclical 10.1%
Healthcare 7.7%
Basic Materials 7.4%
Energy 4.5%
Consumer Defensive 1.0%
Utilities 0.3%