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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 3 of 5  ·  84 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 ALGN ALIGN TECHNOLOGY INC Healthcare 12,000.0 $2.1M 0.34% -2K -14.9% $171.43 -8.3%
42 VNOM VIPER ENERGY INC Energy 43,000.0 $2.0M 0.33% -3K -6.5% $46.99 +1.5%
43 JAAA JANUS DETROIT STR TR 38,950.0 $2.0M 0.32% -22K -36.1% $50.36 +0.5%
44 TATT TAT TECHNOLOGIES LTD Industrials 46,800.0 $1.9M 0.31% -4K -8.5% $40.63 -18.1%
45 NTR NUTRIEN LTD Basic Materials 23,770.0 $1.8M 0.29% -43K -64.3% $75.34 -5.8%
46 RACE FERRARI N V Consumer Cyclical 5,000.0 $1.7M 0.28% -200.0 -3.9% $338.45 -1.8%
47 ENB ENBRIDGE INC Energy 28,976.0 $1.6M 0.26% -13K -30.7% $54.10 +3.9%
48 ZTS ZOETIS INC Healthcare 13,000.0 $1.5M 0.25% -10K -43.5% $118.21 -36.1%
49 KMB KIMBERLY-CLARK CORP Consumer Defensive 15,000.0 $1.4M 0.24% -5K -25.0% $96.47 +0.2%
50 SPGI S&P GLOBAL INC Financial Services 3,300.0 $1.4M 0.23% -1K -23.3% $425.34 -5.0%
51 MSCI MSCI INC Financial Services 2,484.0 $1.3M 0.22% -3K -54.7% $539.01 +5.7%
52 TER TERADYNE INC Technology 3,880.0 $1.2M 0.19% -15K -79.5% $296.46 +20.3%
53 HBM HUDBAY MINERALS INC Basic Materials 54,900.0 $1.1M 0.19% -36K -39.4% $20.90 +30.6%
54 MFC MANULIFE FINL CORP Financial Services 32,261.0 $1.1M 0.18% -222.0 -0.7% $34.38 +9.2%
55 LYV LIVE NATION ENTERTAINMENT IN Communication Services 7,150.0 $1.1M 0.18% -1K -12.3% $152.51 +11.5%
56 NKE NIKE INC Consumer Cyclical 20,152.0 $1.1M 0.17% -10K -33.2% $52.82 -20.4%
57 NFLX NETFLIX INC. Communication Services 10,970.0 $1.1M 0.17% -11K -50.3% $96.15 -9.6%
58 URI UNITED RENTALS INC Industrials 1,400.0 $1.0M 0.17% -100.0 -6.7% $728.56 +33.5%
59 SHOP SHOPIFY INC Technology 8,527.0 $1.0M 0.17% -16K -65.2% $118.42 -17.7%
60 ENERFLEX LTD 47,919.0 $1.0M 0.16% -68K -58.7% $20.88
Page 3 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%