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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 6 of 11  ·  219 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 SHY ISHARES TR 23,309.0 $1.9M 0.26% NEW $82.82 -0.9%
102 QXO QXO INC Industrials 100,000.0 $1.9M 0.26% NEW $19.29 -9.6%
103 RACE FERRARI N V Consumer Cyclical 5,200.0 $1.9M 0.26% NEW $369.56 -10.1%
104 NKE NIKE INC Consumer Cyclical 30,152.0 $1.9M 0.26% NEW $63.71 -34.0%
105 BOYD GROUP SERVICES INC 11,800.0 $1.9M 0.25% NEW $159.51
106 FICO FAIR ISAAC CORP Technology 1,100.0 $1.9M 0.25% NEW $1690.62 -36.3%
107 IJH ISHARES TR 28,000.0 $1.8M 0.25% NEW $66.00 +9.4%
108 HBM HUDBAY MINERALS INC Basic Materials 90,600.0 $1.8M 0.24% NEW $19.88 +37.3%
109 RH RH Consumer Cyclical 10,000.0 $1.8M 0.24% NEW $179.15 -28.7%
110 ENERFLEX LTD 115,919.0 $1.8M 0.24% NEW $15.44
111 VNOM VIPER ENERGY INC Energy 46,000.0 $1.8M 0.24% NEW $38.63 +23.5%
112 BIIB BIOGEN INC Healthcare 10,000.0 $1.8M 0.23% NEW $175.99 +9.6%
113 TXN TEXAS INSTRS INC Technology 10,003.0 $1.7M 0.23% NEW $173.49 +76.6%
114 LECO LINCOLN ELEC HLDGS INC Industrials 7,000.0 $1.7M 0.22% NEW $239.64 +11.2%
115 HTZ HERTZ GLOBAL HLDGS INC Industrials 320,000.0 $1.6M 0.22% NEW $5.14 +13.4%
116 VSCO VICTORIAS SECRET AND CO Consumer Cyclical 30,000.0 $1.6M 0.22% NEW $54.17 -13.6%
117 CPRT COPART INC Industrials 41,300.0 $1.6M 0.21% NEW $39.15 -16.6%
118 BE BLOOM ENERGY CORP Industrials 17,000.0 $1.5M 0.20% NEW $86.89 +217.6%
119 ABNB AIRBNB INC Consumer Cyclical 10,819.0 $1.5M 0.20% NEW $135.72 -2.1%
120 ODFL OLD DOMINION FREIGHT LINE IN Industrials 9,181.0 $1.4M 0.19% NEW $156.80 +26.8%
Page 6 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%