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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 6 of 12  ·  225 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 ORCL ORACLE CORP Technology 9,451.0 $1.4M 0.23% NEW $147.11 +33.0%
102 CCJ CAMECO CORP Energy 12,807.0 $1.4M 0.23% +6K +75.3% $108.53 -0.9%
103 CPRT COPART INC Industrials 41,300.0 $1.4M 0.23% $33.20 -1.7%
104 CL COLGATE PALMOLIVE CO Consumer Defensive 16,000.0 $1.4M 0.22% +13K +433.3% $85.23 +3.4%
105 GLW CORNING INC Technology 10,009.0 $1.4M 0.22% $135.97 +53.2%
106 MU MICRON TECHNOLOGY INC Technology 4,000.0 $1.4M 0.22% +1K +33.3% $337.84 +129.7%
107 MSCI MSCI INC Financial Services 2,484.0 $1.3M 0.22% -3K -54.7% $539.01 +5.7%
108 TRIP TRIPADVISOR INC Consumer Cyclical 125,000.0 $1.3M 0.22% +95K +316.7% $10.66 -9.9%
109 CRK COMSTOCK RES INC Energy 61,600.0 $1.3M 0.21% NEW $21.08 -29.4%
110 AXON AXON ENTERPRISE INC Industrials 3,000.0 $1.3M 0.21% NEW $424.69 -7.7%
111 WRBY WARBY PARKER INC Healthcare 60,000.0 $1.3M 0.21% $21.07 +37.2%
112 HSIC SCHEIN HENRY INC Healthcare 17,000.0 $1.3M 0.21% NEW $73.70 -1.5%
113 ILMN ILLUMINA INC Healthcare 10,000.0 $1.2M 0.20% NEW $123.26 +16.2%
114 PLAB PHOTRONICS INC Technology 30,000.0 $1.2M 0.20% $40.41 +28.7%
115 AXP AMERICAN EXPRESS CO Financial Services 4,003.0 $1.2M 0.20% NEW $302.48 +3.6%
116 MDT MEDTRONIC PLC Healthcare 13,596.0 $1.2M 0.19% NEW $86.65 -11.2%
117 BLUE MOON METALS INC 180,000.0 $1.2M 0.19% NEW $6.46
118 TER TERADYNE INC Technology 3,880.0 $1.2M 0.19% -15K -79.5% $296.46 +20.3%
119 HBM HUDBAY MINERALS INC Basic Materials 54,900.0 $1.1M 0.19% -36K -39.4% $20.90 +30.6%
120 MFC MANULIFE FINL CORP Financial Services 32,261.0 $1.1M 0.18% -222.0 -0.7% $34.38 +9.2%
Page 6 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%