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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 9 of 11  ·  219 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 AMBA AMBARELLA INC Technology 10,000.0 $708K 0.09% NEW $70.84 +14.6%
162 CSW INDUSTRIALS INC 2,400.0 $704K 0.09% NEW $293.53
163 BIPC BROOKFIELD INFRASTRUCTURE CO Utilities 14,985.0 $681K 0.09% NEW $45.46 -12.8%
164 BDX BECTON DICKINSON & CO Healthcare 3,500.0 $679K 0.09% NEW $194.07 -26.1%
165 CTVA CORTEVA INC Basic Materials 10,050.0 $674K 0.09% NEW $67.03 +24.3%
166 CCJ CAMECO CORP Energy 7,307.0 $670K 0.09% NEW $91.70 +17.2%
167 NCLH NORWEGIAN CRUISE LINE HLDG L Consumer Cyclical 30,000.0 $670K 0.09% NEW $22.32 -28.6%
168 BIP BROOKFIELD INFRAST PARTNERS Utilities 19,181.0 $668K 0.09% NEW $34.81 +9.0%
169 NATL NCR ATLEOS CORPORATION Technology 16,225.0 $618K 0.08% NEW $38.11 +18.2%
170 ALSN ALLISON TRANSMISSION HLDGS I Consumer Cyclical 5,637.0 $552K 0.07% NEW $97.90 +19.5%
171 EEM ISHARES TR 10,000.0 $547K 0.07% NEW $54.71 +18.9%
172 UNP UNION PAC CORP Industrials 2,350.0 $544K 0.07% NEW $231.32 +16.4%
173 BMY BRISTOL-MYERS SQUIBB CO Healthcare 10,017.0 $540K 0.07% NEW $53.94 +5.7%
174 UNH UNITEDHEALTH GROUP INC Healthcare 1,634.0 $539K 0.07% NEW $330.11 +20.9%
175 IWB ISHARES TR 1,443.0 $539K 0.07% NEW $373.44 +7.8%
176 AMRIZE LTD 9,500.0 $514K 0.07% NEW $54.08
177 CVE CENOVUS ENERGY INC Energy 29,272.0 $496K 0.07% NEW $16.94 +78.0%
178 ZBH ZIMMER BIOMET HOLDINGS INC Healthcare 5,022.0 $452K 0.06% NEW $89.92 -8.1%
179 TRIP TRIPADVISOR INC Consumer Cyclical 30,000.0 $437K 0.06% NEW $14.56 -34.1%
180 APP APPLOVIN CORP Technology 640.0 $431K 0.06% NEW $673.82 -25.6%
Page 9 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%