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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 5 of 11  ·  219 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 EBAY EBAY INC. Consumer Cyclical 31,700.0 $2.8M 0.37% NEW $87.10 +30.0%
82 CNI CANADIAN NATL RY CO Industrials 27,481.0 $2.7M 0.36% NEW $99.04 +13.5%
83 BA BOEING CO Industrials 12,360.0 $2.7M 0.36% NEW $217.12 +1.6%
84 SBUX STARBUCKS CORP Consumer Cyclical 31,100.0 $2.6M 0.35% NEW $84.21 +26.4%
85 SCHW SCHWAB CHARLES CORP Financial Services 23,943.0 $2.4M 0.32% NEW $99.91 -10.5%
86 SPOT SPOTIFY TECHNOLOGY S A Communication Services 4,000.0 $2.3M 0.31% NEW $580.71 -25.5%
87 XLV SELECT SECTOR SPDR TR 15,000.0 $2.3M 0.31% NEW $154.80 -6.3%
88 DHR DANAHER CORPORATION Healthcare 10,000.0 $2.3M 0.30% NEW $228.92 -28.1%
89 TATT TAT TECHNOLOGIES LTD Industrials 51,143.0 $2.3M 0.30% NEW $44.66 -25.5%
90 SPGI S&P GLOBAL INC Financial Services 4,300.0 $2.2M 0.30% NEW $522.59 -22.7%
91 WSC WILLSCOT HLDGS CORP Industrials 118,800.0 $2.2M 0.30% NEW $18.83 +38.8%
92 ALGN ALIGN TECHNOLOGY INC Healthcare 14,100.0 $2.2M 0.29% NEW $156.15 +0.7%
93 NFLX NETFLIX INC Communication Services 22,070.0 $2.1M 0.28% NEW $93.76 -7.3%
94 NTRA NATERA INC Healthcare 8,850.0 $2.0M 0.27% NEW $229.09 -14.0%
95 TSAT TELESAT CORP Technology 70,000.0 $2.0M 0.27% NEW $28.87 +86.7%
96 KMB KIMBERLY-CLARK CORP Consumer Defensive 20,000.0 $2.0M 0.27% NEW $100.89 -4.2%
97 ENB ENBRIDGE INC Energy 41,835.0 $2.0M 0.27% NEW $47.92 +17.3%
98 VIZSLA SILVER CORP 361,500.0 $2.0M 0.26% NEW $5.49
99 PI IMPINJ INC Technology 11,200.0 $1.9M 0.26% NEW $174.01 -16.9%
100 KRE SPDR SERIES TRUST 30,000.0 $1.9M 0.26% NEW $64.81 +3.3%
Page 5 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%