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Portfolio (Quarterly) Guide ↗

K.J. Harrison & Partners Inc

· CIK 0001418359
13F Portfolio $608.2B AUM 225 positions Filed Apr 28, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 50 New 34 Added 84 Reduced 44 Exited
Page 1 of 5  ·  84 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 AAPL APPLE INC Technology 170,472.0 $43.3M 7.11% -27K -13.7% $253.79 +18.3%
2 RY ROYAL BK CDA Financial Services 125,577.0 $20.3M 3.33% -23K -15.5% $161.33 +11.5%
3 AMZN AMAZON COM INC Consumer Cyclical 69,854.0 $14.5M 2.39% -47K -40.2% $208.27 +26.8%
4 CM CANADIAN IMPERIAL BANK OF CO Financial Services 138,883.0 $13.1M 2.16% -3K -1.9% $94.58 +17.7%
5 MSFT MICROSOFT CORP Technology 33,971.0 $12.6M 2.07% -19K -36.0% $370.17 +10.6%
6 AEM AGNICO EAGLE MINES LTD Basic Materials 54,093.0 $11.0M 1.80% -1K -2.3% $202.58 -11.0%
7 META META PLATFORMS INC Communication Services 16,078.0 $9.2M 1.51% -4K -19.9% $572.13 +8.1%
8 RB GLOBAL INC 88,738.0 $8.5M 1.40% -5K -5.3% $95.71
9 JPM JPMORGAN CHASE & CO Financial Services 28,846.0 $8.5M 1.40% -39K -57.7% $294.16 +2.0%
10 PBA PEMBINA PIPELINE CORP Energy 162,606.0 $7.3M 1.19% -45K -21.7% $44.67 +8.8%
11 NEM NEWMONT CORP Basic Materials 60,795.0 $6.6M 1.08% -34K -35.9% $108.25 +7.5%
12 GOOG ALPHABET INC Communication Services 22,673.0 $6.5M 1.07% -36K -61.0% $286.86 +38.5%
13 BMO BANK MONTREAL MEDIUM Financial Services 47,958.0 $6.5M 1.07% -2K -3.3% $135.17 +12.8%
14 FCX FREEPORT MCMORAN INC Basic Materials 110,023.0 $6.5M 1.06% -64K -36.6% $58.78 +12.5%
15 CAT CATERPILLAR INC Industrials 7,565.0 $5.4M 0.88% -4K -34.6% $708.46 +25.4%
16 PSLV SPROTT ASSET MANAGEMENT LP Financial Services 215,968.0 $5.3M 0.87% -498K -69.7% $24.41 +0.8%
17 MA MASTERCARD INCORPORATED Financial Services 9,811.0 $4.9M 0.81% -1K -9.2% $499.66 -1.9%
18 GDX VANECK ETF TRUST 52,595.0 $4.8M 0.79% -3K -5.3% $91.77 -4.8%
19 CANADIAN PACIFIC KANSAS CITY 59,607.0 $4.7M 0.77% -32K -35.2% $78.54
20 BNS BANK NOVA SCOTIA B C Financial Services 65,951.0 $4.6M 0.75% -57K -46.5% $69.21 +11.4%
Page 1 of 5  ·  84 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 25.9%
Technology 22.0%
Industrials 14.7%
Basic Materials 8.6%
Communication Services 8.5%
Energy 7.2%
Consumer Cyclical 6.4%
Healthcare 4.7%
Consumer Defensive 1.7%
Utilities 0.3%