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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 10 of 12  ·  225 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
181 WMT WALMART INC Consumer Defensive 3,437.0 $427K 0.07% +33.0 +1.0% $124.28 +5.8%
182 NTSK NETSKOPE INC Technology 50,000.0 $424K 0.07% NEW $8.49 +31.9%
183 OSK OSHKOSH CORP Industrials 2,800.0 $412K 0.07% $147.21 -17.2%
184 OII OCEANEERING INTL INC Energy 11,600.0 $411K 0.07% NEW $35.47 +6.1%
185 REGN REGENERON PHARMACEUTICALS Healthcare 526.0 $406K 0.07% -6K -91.4% $772.64 -20.8%
186 ILF ISHARES TR 11,351.0 $403K 0.07% NEW $35.52 -2.7%
187 VMI VALMONT INDS INC Industrials 1,000.0 $400K 0.07% $399.57 +26.9%
188 EQT EQT CORP Energy 6,250.0 $398K 0.07% +1K +25.0% $63.64 -11.6%
189 CVE CENOVUS ENERGY INC Energy 14,272.0 $378K 0.06% -15K -51.2% $26.49 +15.5%
190 LUNR INTUITIVE MACHINES INC Industrials 20,000.0 $371K 0.06% NEW $18.56 +95.5%
191 IWS ISHARES TR 2,505.0 $365K 0.06% NEW $145.74 +6.9%
192 UBER UBER TECHNOLOGIES INC Technology 5,000.0 $360K 0.06% NEW $71.93 +3.7%
193 SLF SUN LIFE FINANCIAL INC. Financial Services 5,745.0 $359K 0.06% +63.0 +1.1% $62.52 +15.8%
194 GLD SPDR GOLD TR Financial Services 825.0 $355K 0.06% $430.29 -2.4%
195 EMERA INC 6,749.0 $349K 0.06% $51.73
196 EVLV EVOLV TECHNOLOGIES HLDNGS IN Industrials 56,000.0 $339K 0.06% +6K +12.0% $6.05 -5.1%
197 VIAV VIAVI SOLUTIONS INC Technology 10,012.0 $333K 0.06% NEW $33.28 +52.9%
198 AMLP ALPS ETF TR 6,314.0 $332K 0.06% NEW $52.61 +2.4%
199 MGA MAGNA INTL INC Consumer Cyclical 5,951.0 $332K 0.06% +38.0 +0.6% $55.74 +8.4%
200 QNST QUINSTREET INC Communication Services 27,600.0 $331K 0.05% +8K +38.0% $12.01 -3.8%
Page 10 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%