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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 10 of 11  ·  219 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
181 GTES GATES INDL CORP PLC Industrials 20,000.0 $429K 0.06% NEW $21.47 +19.6%
182 VMI VALMONT INDS INC Industrials 1,000.0 $402K 0.05% NEW $402.32 +28.2%
183 BROOKFIELD ASSET MANAGMT LTD 7,459.0 $391K 0.05% NEW $52.46
184 WMT WALMART INC Consumer Defensive 3,404.0 $379K 0.05% NEW $111.41 +18.9%
185 NEE NEXTERA ENERGY INC Utilities 4,613.0 $370K 0.05% NEW $80.28 +19.2%
186 ISRG INTUITIVE SURGICAL INC Healthcare 637.0 $361K 0.05% NEW $566.36 -24.4%
187 EVLV EVOLV TECHNOLOGIES HLDNGS IN Industrials 50,000.0 $358K 0.05% NEW $7.16 -20.0%
188 ADSK AUTODESK INC Technology 1,200.0 $355K 0.05% NEW $296.01 -20.1%
189 SLF SUN LIFE FINANCIAL INC. Financial Services 5,682.0 $355K 0.05% NEW $62.51 +14.6%
190 OSK OSHKOSH CORP Industrials 2,800.0 $352K 0.05% NEW $125.63 +0.4%
191 ELV ELEVANCE HEALTH INC FORMERLY Healthcare 1,000.0 $351K 0.05% NEW $350.55 +13.2%
192 BKNG BOOKING HOLDINGS INC Consumer Cyclical 62.0 $332K 0.04% NEW $5355.32 -97.1%
193 EMERA INC 6,718.0 $332K 0.04% NEW $49.35
194 INTU INTUIT Technology 500.0 $331K 0.04% NEW $662.42 -42.9%
195 GLD SPDR GOLD TR Financial Services 825.0 $327K 0.04% NEW $396.31 +7.8%
196 MGA MAGNA INTL INC Consumer Cyclical 5,913.0 $316K 0.04% NEW $53.39 +18.6%
197 BAC BANK AMERICA CORP Financial Services 5,621.0 $309K 0.04% NEW $55.00 -9.5%
198 INDA ISHARES TR 5,677.0 $307K 0.04% NEW $54.10 -11.3%
199 WSO WATSCO INC Industrials 910.0 $307K 0.04% NEW $336.95 +23.5%
200 THOMSON REUTERS CORP 2,275.0 $301K 0.04% NEW $132.15
Page 10 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%