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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 2 of 3  ·  50 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 VSE CORP 19,758.0 $994K 0.16% NEW $50.30
22 ORLA ORLA MNG LTD NEW Basic Materials 60,000.0 $963K 0.16% NEW $16.05 -16.3%
23 CPNG COUPANG INC Consumer Cyclical 50,300.0 $950K 0.16% NEW $18.88 -14.8%
24 ONTO ONTO INNOVATION INC Technology 4,000.0 $820K 0.14% NEW $205.07 +27.4%
25 XLP SELECT SECTOR SPDR TR 10,000.0 $820K 0.14% NEW $81.95 +3.8%
26 SOLS SOLSTICE ADVANCED MATLS INC Basic Materials 10,004.0 $762K 0.12% NEW $76.16 +9.6%
27 SITM SITIME CORP Technology 2,000.0 $691K 0.11% NEW $345.35 +120.5%
28 CHRW C H ROBINSON WORLDWIDE IN Industrials 4,000.0 $664K 0.11% NEW $166.07 -1.0%
29 RIG TRANSOCEAN LTD Energy 100,000.0 $663K 0.11% NEW $6.63 +5.1%
30 DECK DECKERS OUTDOOR CORP Consumer Cyclical 6,000.0 $601K 0.10% NEW $100.09 -6.5%
31 SKEENA RES LTD NEW 20,000.0 $594K 0.10% NEW $29.72
32 LAMR LAMAR ADVERTISING CO Real Estate 4,000.0 $507K 0.08% NEW $126.66 +15.5%
33 URA GLOBAL X FDS 10,158.0 $492K 0.08% NEW $48.43 +2.1%
34 AGI ALAMOS GOLD INC Basic Materials 9,778.0 $434K 0.07% NEW $44.40 -8.0%
35 NTSK NETSKOPE INC Technology 50,000.0 $424K 0.07% NEW $8.49 +31.9%
36 OII OCEANEERING INTL INC Energy 11,600.0 $411K 0.07% NEW $35.47 +6.1%
37 ILF ISHARES TR 11,351.0 $403K 0.07% NEW $35.52 -2.7%
38 LUNR INTUITIVE MACHINES INC Industrials 20,000.0 $371K 0.06% NEW $18.56 +95.5%
39 IWS ISHARES TR 2,505.0 $365K 0.06% NEW $145.74 +6.9%
40 UBER UBER TECHNOLOGIES INC Technology 5,000.0 $360K 0.06% NEW $71.93 +3.7%
Page 2 of 3  ·  50 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%