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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 4 of 11  ·  219 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 INTC INTEL CORP Technology 102,970.0 $3.8M 0.51% NEW $36.90 +214.2%
62 TER TERADYNE INC Technology 18,900.0 $3.7M 0.49% NEW $193.56 +84.2%
63 MRK MERCK & CO INC Healthcare 33,900.0 $3.6M 0.47% NEW $105.26 +7.7%
64 IEX IDEX CORP Industrials 20,000.0 $3.6M 0.47% NEW $177.94 +18.8%
65 LMT LOCKHEED MARTIN CORP Industrials 7,355.0 $3.6M 0.47% NEW $483.67 +7.6%
66 COST COSTCO WHSL CORP NEW Consumer Defensive 4,079.0 $3.5M 0.47% NEW $862.34 +20.7%
67 XHB SPDR SERIES TRUST 34,000.0 $3.5M 0.47% NEW $102.96 -6.4%
68 RIO RIO TINTO PLC Basic Materials 41,250.0 $3.3M 0.44% NEW $80.03 +36.9%
69 SU SUNCOR ENERGY INC NEW Energy 73,172.0 $3.3M 0.43% NEW $44.45 +50.3%
70 MSCI MSCI INC Financial Services 5,484.0 $3.1M 0.42% NEW $573.73 -0.7%
71 STN STANTEC INC Industrials 33,000.0 $3.1M 0.41% NEW $94.50 -23.0%
72 HAL HALLIBURTON CO Energy 110,000.0 $3.1M 0.41% NEW $28.26 +46.1%
73 JAAA JANUS DETROIT STR TR 60,930.0 $3.1M 0.41% NEW $50.58 +0.1%
74 CLH CLEAN HARBORS INC Industrials 13,095.0 $3.1M 0.41% NEW $234.48 +29.5%
75 BHP BHP GROUP LTD Basic Materials 50,005.0 $3.0M 0.40% NEW $60.37 +39.8%
76 CRM SALESFORCE INC Technology 11,306.0 $3.0M 0.40% NEW $264.91 -36.7%
77 PFE PFIZER INC Healthcare 119,503.0 $3.0M 0.40% NEW $24.90 +3.4%
78 TU TELUS CORPORATION Communication Services 222,192.0 $2.9M 0.39% NEW $13.20 -6.2%
79 ZTS ZOETIS INC Healthcare 23,000.0 $2.9M 0.39% NEW $125.82 -40.0%
80 TMO THERMO FISHER SCIENTIFIC INC Healthcare 4,948.0 $2.9M 0.38% NEW $579.45 -22.6%
Page 4 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%