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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 5 of 12  ·  225 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 SANDISK CORP 3,001.0 $1.9M 0.31% NEW $635.34
82 TATT TAT TECHNOLOGIES LTD Industrials 46,800.0 $1.9M 0.31% -4K -8.5% $40.63 -19.5%
83 IJH ISHARES TR 28,000.0 $1.9M 0.31% $67.53 +7.0%
84 BIIB BIOGEN INC Healthcare 10,000.0 $1.8M 0.30% $183.33 +3.8%
85 NTR NUTRIEN LTD Basic Materials 23,770.0 $1.8M 0.29% -43K -64.3% $75.34 -5.8%
86 KWEB KRANESHARES TRUST 61,480.0 $1.7M 0.29% NEW $28.43 -1.4%
87 RACE FERRARI N V Consumer Cyclical 5,000.0 $1.7M 0.28% -200.0 -3.9% $338.45 -5.2%
88 JNJ JOHNSON & JOHNSON Healthcare 6,890.0 $1.7M 0.28% $244.44 -7.6%
89 PEP PEPSICO INC Consumer Defensive 10,661.0 $1.7M 0.27% NEW $155.29 -4.3%
90 ALB ALBEMARLE CORP Basic Materials 9,070.0 $1.6M 0.27% NEW $179.53 +0.1%
91 ETN EATON CORP PLC Industrials 4,505.0 $1.6M 0.27% NEW $357.67 +9.3%
92 ULTA ULTA BEAUTY INC Consumer Cyclical 3,000.0 $1.6M 0.26% NEW $522.71 -6.1%
93 ENB ENBRIDGE INC Energy 28,976.0 $1.6M 0.26% -13K -30.7% $54.10 +2.4%
94 EMXC ISHARES INC 19,857.0 $1.6M 0.26% +5K +32.4% $78.66 +20.2%
95 LEIDOS HOLDINGS INC 10,000.0 $1.6M 0.26% NEW $155.52
96 ZTS ZOETIS INC Healthcare 13,000.0 $1.5M 0.25% -10K -43.5% $118.21 -36.6%
97 BOYD GROUP SERVICES INC 11,800.0 $1.5M 0.25% $127.41
98 KMB KIMBERLY-CLARK CORP Consumer Defensive 15,000.0 $1.4M 0.24% -5K -25.0% $96.47 +0.4%
99 SPGI S&P GLOBAL INC Financial Services 3,300.0 $1.4M 0.23% -1K -23.3% $425.34 -4.4%
100 RH RH Consumer Cyclical 10,000.0 $1.4M 0.23% $139.82 -13.4%
Page 5 of 12  ·  225 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%