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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 8 of 12  ·  225 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 DHR DANAHER CORP DEL Healthcare 5,000.0 $948K 0.16% -5K -50.0% $189.60 -14.4%
142 B BARRICK MNG CORP Basic Materials 22,730.0 $927K 0.15% +17K +291.9% $40.78 +2.0%
143 TSM TAIWAN SEMICONDUCTOR MANUFAC Technology 2,610.0 $882K 0.14% $337.95 +19.5%
144 ACWI ISHARES TR 6,202.0 $858K 0.14% +1K +19.8% $138.37 +11.6%
145 CTVA CORTEVA INC Basic Materials 10,050.0 $841K 0.14% $83.71 -2.3%
146 ONTO ONTO INNOVATION INC Technology 4,000.0 $820K 0.14% NEW $205.07 +27.4%
147 DIS DISNEY WALT CO Communication Services 8,504.0 $820K 0.14% -34K -79.8% $96.38 +6.6%
148 XLP SELECT SECTOR SPDR TR 10,000.0 $820K 0.14% NEW $81.95 +3.8%
149 SOLS SOLSTICE ADVANCED MATLS INC Basic Materials 10,004.0 $762K 0.12% NEW $76.16 +9.6%
150 MAT MATTEL INC Consumer Cyclical 52,000.0 $756K 0.12% -190K -78.5% $14.53 +4.9%
151 IBIT ISHARES BITCOIN TRUST ETF Financial Services 19,228.0 $739K 0.12% +15K +315.5% $38.42 +13.7%
152 CRH PLC 6,955.0 $731K 0.12% $105.12
153 BDX BECTON DICKINSON & CO Healthcare 4,500.0 $708K 0.12% +1K +28.6% $157.23 -8.8%
154 NOA NORTH AMERN CONSTR GROUP LTD Energy 52,500.0 $707K 0.12% -40K -43.0% $13.47 +13.2%
155 SITM SITIME CORP Technology 2,000.0 $691K 0.11% NEW $345.35 +120.5%
156 CHRW C H ROBINSON WORLDWIDE IN Industrials 4,000.0 $664K 0.11% NEW $166.07 -1.0%
157 RIG TRANSOCEAN LTD Energy 100,000.0 $663K 0.11% NEW $6.63 +5.1%
158 ALSN ALLISON TRANSMISSION HLDGS I Consumer Cyclical 5,637.0 $660K 0.11% $117.06 -0.3%
159 MINT PIMCO ETF TR 6,486.0 $652K 0.11% -3K -33.8% $100.57 +0.0%
160 UFPI UFP INDUSTRIES INC Basic Materials 7,000.0 $645K 0.11% -5K -41.7% $92.12 -12.5%
Page 8 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%