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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 12  ·  225 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 TD TORONTO DOMINION BK ONT Financial Services 71,321.0 $6.6M 1.09% $93.21 +16.1%
22 NEM NEWMONT CORP Basic Materials 60,795.0 $6.6M 1.08% -34K -35.9% $108.25 +7.5%
23 GOOG ALPHABET INC Communication Services 22,673.0 $6.5M 1.07% -36K -61.0% $286.86 +38.5%
24 BMO BANK MONTREAL MEDIUM Financial Services 47,958.0 $6.5M 1.07% -2K -3.3% $135.17 +12.8%
25 FCX FREEPORT MCMORAN INC Basic Materials 110,023.0 $6.5M 1.06% -64K -36.6% $58.78 +12.5%
26 BCE BCE INC Communication Services 254,707.0 $6.4M 1.05% $25.18 -5.5%
27 CNQ CANADIAN NAT RES LTD MED TER Energy 130,931.0 $6.4M 1.05% +19K +16.5% $48.68 -2.3%
28 TFII TRANSFORCE INC Industrials 58,295.0 $6.3M 1.04% +8K +15.9% $108.63 +31.4%
29 XPO XPO INC Industrials 28,000.0 $5.4M 0.90% $194.55 +5.7%
30 CAT CATERPILLAR INC Industrials 7,565.0 $5.4M 0.88% -4K -34.6% $708.46 +25.4%
31 PSLV SPROTT ASSET MANAGEMENT LP Financial Services 215,968.0 $5.3M 0.87% -498K -69.7% $24.41 +0.8%
32 COPX GLOBAL X FDS 65,297.0 $5.0M 0.82% +5K +8.8% $76.35 +8.8%
33 MA MASTERCARD INCORPORATED Financial Services 9,811.0 $4.9M 0.81% -1K -9.2% $499.66 -1.9%
34 SU SUNCOR ENERGY INC NEW Energy 73,257.0 $4.8M 0.80% $66.01 +1.2%
35 GDX VANECK ETF TRUST 52,595.0 $4.8M 0.79% -3K -5.3% $91.77 -4.8%
36 CANADIAN PACIFIC KANSAS CITY 59,607.0 $4.7M 0.77% -32K -35.2% $78.54
37 BNS BANK NOVA SCOTIA B C Financial Services 65,951.0 $4.6M 0.75% -57K -46.5% $69.21 +11.4%
38 WSC WILLSCOT HLDGS CORP Industrials 260,800.0 $4.5M 0.74% +142K +119.5% $17.36 +50.5%
39 MDA MDA SPACE LTD Technology 178,800.0 $4.5M 0.74% NEW $25.28 +55.2%
40 HAL HALLIBURTON CO Energy 110,000.0 $4.3M 0.70% $38.99 +5.9%
Page 2 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%