KH

K.J. Harrison & Partners Inc

Diversified strategyMomentum followerQuality / disciplined sizing

Total reported value

$608.2M

Reporting period: 2026-03-31 · Number of holdings: 225

K.J. Harrison & Partners Inc disclosed 225 holdings in its latest 13F filing for the period ending 2026-03-31, with total reported value of $608.2M and a quarterly turnover rate of 52.2%.

Personality snowflake

Concentration
6.29
Portfolio Stability
52.19
Momentum/Contrarian
100
Sector conviction
67.14
Diversification
100
Sizing Uniformity
84.02

Recent moves

  • Add PHYS

    +88.4%　$9.0M

  • Trim JPM

    -57.7%　-$13.5M

  • Add NVDA

    +92.1%　$6.8M

  • Trim PSLV

    -69.7%　-$11.7M

  • Trim GOOG

    -61.0%　-$11.8M

  • Trim MSFT

    -36.0%　-$13.1M

Holdings Map

New buyAddUnchangedTrim

Top 10 holdings by weight

Full holdings list this quarter

#TickerIssuerAsset SubclassWeightWeight ChangeShares Change4Q Trend
1AAPLApple INCStock-Tech7.11%-0.03%-13.72%
2RYRoyal Bank Of CanadaStock-Financials3.33%-0.04%-15.46%
3PHYSSprott Physical Gold TrustStock-Other2.94%+1.76%+88.39%
4GOOGLAlphabet Inc-cl AStock-Comm Services2.55%—+0.02%
5NVDANvidia CORPStock-Tech2.53%+1.39%+92.14%
6AMZNAmazon.com INCStock-Consumer Disc2.39%-1.20%-40.23%
7BRK-BBerkshire Hathaway Inc-cl BStock-Other2.28%—+0.02%
8CMCan Imperial Bk Of CommerceStock-Financials2.16%—-1.95%
9MSFTMicrosoft CORPStock-Tech2.07%-1.34%-36.03%
10BRK-ABerkshire Hathaway Inc-cl AStock-Other1.89%——
11GSGoldman Sachs Group INCStock-Financials1.81%+0.61%+27.37%
12AEMAgnico Eagle Mines LTDStock-Materials1.80%—-2.32%
13INTCIntel CORPStock-Tech1.65%+1.14%+120.62%
14METAMeta Platforms Inc-class AStock-Comm Services1.51%-0.25%-19.95%
15RBARb Global INCStock-Industrials1.40%—-5.32%
16JPMJpmorgan Chase & CoStock-Financials1.40%-1.52%-57.66%
17PBAPembina Pipeline CORPStock-Energy1.19%—-21.66%
18GDXJVaneck Junior Gold MinersETF-Commodities1.15%—+0.01%
19XLKSs Technology Select SectorETF-Tech1.12%——
20MSMorgan StanleyStock-Financials1.10%—+47.00%
21TDToronto-dominion BankStock-Financials1.09%—+0.01%
22NEMNewmont CORPStock-Materials1.08%-0.18%-35.87%
23GOOGAlphabet Inc-cl CStock-Comm Services1.07%-1.36%-61.04%
24BMOBank Of MontrealStock-Financials1.07%—-3.32%
25FCXFreeport-mcmoran INCStock-Materials1.06%-0.11%-36.59%
26BCEBce INCStock-Comm Services1.05%—-0.42%
27CNQCanadian Natural ResourcesStock-Energy1.05%+0.54%+16.47%
28TFIITfi International INCStock-Other1.04%—+15.91%
29XPOXpo INCStock-Industrials0.90%——
30CATCaterpillar INCStock-Industrials0.88%—-34.59%
31PSLVSprott Physical Silver TrustStock-Other0.87%-1.38%-69.74%
32COPXGlobal X Copper Miners ETFETF-Other0.82%—+8.79%
33MAMastercard INC - AStock-Financials0.81%—-9.25%
34SUSuncor Energy INCStock-Energy0.80%—+0.12%
35GDXVaneck Gold Miners ETFETF-Commodities0.79%—-5.26%
36CPCanadian Pacific Kansas CityStock-Industrials0.77%-0.13%-35.25%
37BNSBank Of Nova ScotiaStock-Financials0.75%-0.46%-46.50%
38WSCWillscot Holdings CORPStock-Industrials0.74%+0.44%+119.53%
39MDAMda Space LTDStock-Other0.74%+0.74%NEW
40HALHalliburton CoStock-Energy0.71%——
41ITBIshares U.s. Home ConstructiETF-Other0.70%——
42VSECVse CORPStock-Industrials0.70%—+4.55%
43MCOMoody's CORPStock-Financials0.69%-0.16%-23.06%
44TRPTc Energy CORPStock-Energy0.69%—-6.89%
45BNBrookfield CORPStock-Financials0.67%—-1.34%
46VVisa Inc-class A SharesStock-Financials0.65%-0.33%-38.03%
47TSLATesla INCStock-Consumer Disc0.63%—-16.14%
48IEXIdex CORPStock-Industrials0.62%——
49RIORio Tinto Plc-spon AdrStock-Materials0.62%—-2.42%
50FTAIFTAI Aviation Ltd.Stock-Industrials0.60%—-37.50%
1–50 of 225

Holding changes this quarter

K.J. Harrison & Partners Inc's most significant position changes for 2026-03-31: New buy: Mda Space LTD (MDA); Sold out: Ss Spdr S&p 500 ETF Trust-us (SPY); Sold out: Merck & Co. INC. (MRK); Sold out: Salesforce INC (CRM); Sold out: Ebay INC (EBAY).

Position changes disclosed by K.J. Harrison & Partners Inc for the quarter ending 2026-03-31, including ticker, issuer, weight change, shares change, and action
#TickerIssuerWeight ChangeShares ChangeAction
1PHYSSprott Physical Gold Trust+1.8%+88.39%Add
2NVDANvidia CORP+1.4%+92.14%Add
3INTCIntel CORP+1.1%+120.62%Add
4GSGoldman Sachs Group INC+0.6%+27.37%Add
5CNQCanadian Natural Resources+0.5%+16.47%Add
6WSCWillscot Holdings CORP+0.4%+119.53%Add
7AAPLApple INC0%-13.72%Trim
8RYRoyal Bank Of Canada0%-15.46%Trim
9FCXFreeport-mcmoran INC-0.1%-36.59%Trim
10CPCanadian Pacific Kansas City-0.1%-35.25%Trim
11MCOMoody's CORP-0.2%-23.06%Trim
12NEMNewmont CORP-0.2%-35.87%Trim
13GEGeneral Electric-0.2%-38.80%Trim
14METAMeta Platforms Inc-class A-0.3%-19.95%Trim
15NTRNutrien LTD-0.3%-64.35%Trim
16RKLBRocket Lab CORP-0.3%-49.19%Trim
17TERTeradyne INC-0.3%-79.47%Trim
18STNStantec INC-0.3%-78.79%Trim
19VVisa Inc-class A Shares-0.3%-38.03%Trim
20HDHome Depot INC-0.3%-50.40%Trim
21IWMIshares Russell 2000 ETF-0.4%-59.56%Trim
22SHOPShopify INC - Class A-0.4%-65.23%Trim
23TUTelus CORP-0.4%-95.30%Trim
24LLYEli Lilly & Co-0.4%-49.65%Trim
25LMTLockheed Martin CORP-0.4%-95.17%Trim
26UPSUnited Parcel Service-cl B-0.4%-61.90%Trim
27BNSBank Of Nova Scotia-0.5%-46.50%Trim
28XBISs Spdr S&p Biotech ETF-0.5%-94.60%Trim
29DISWalt Disney Co/the-0.5%-79.85%Trim
30MATMattel INC-0.5%-78.51%Trim
31SYKStryker CORP-0.5%-86.54%Trim
32REGNRegeneron Pharmaceuticals-0.6%-91.36%Trim
33BSXBoston Scientific CORP-0.6%-91.31%Trim
34AMZNAmazon.com INC-1.2%-40.23%Trim
35MSFTMicrosoft CORP-1.3%-36.03%Trim
36GOOGAlphabet Inc-cl C-1.4%-61.04%Trim
37PSLVSprott Physical Silver Trust-1.4%-69.74%Trim
38JPMJpmorgan Chase & Co-1.5%-57.66%Trim
39MDAMda Space LTD—NEWNew buy
40SPYSs Spdr S&p 500 ETF Trust-us—EXITSold out
41MRKMerck & Co. INC.—EXITSold out
42CRMSalesforce INC—EXITSold out
43EBAYEbay INC—EXITSold out
44SBUXStarbucks CORP—EXITSold out
45XLESs Energy Select Sector—NEWNew buy
46SPOTSpotify Technology S.A.—EXITSold out
47XLVSs Health Care Select Sector—EXITSold out
48NETCloudflare INC - Class A—NEWNew buy
49VZLAVizsla Silver CORP—EXITSold out
50CRWDCrowdstrike Holdings INC - A—NEWNew buy

FAQ

What is K.J. Harrison & Partners Inc and what type of investor is it?
K.J. Harrison & Partners Inc is a investment manager that files SEC Form 13F quarterly, disclosing its U.S. public equity holdings to regulators. As of the most recent reporting period (2026-03-31), the firm manages a tracked equity portfolio valued at approximately $608.2M, spread across 225 disclosed positions.
What are K.J. Harrison & Partners Inc's largest equity positions?
Based on the latest 13F filing, K.J. Harrison & Partners Inc's top holdings by market value are: 1. Apple INC (AAPL) — $43.3M (7.1%) 2. Royal Bank Of Canada (RY) — $20.3M (3.3%) 3. Sprott Physical Gold Trust (PHYS) — $17.9M (2.9%) 4. Alphabet Inc-cl A (GOOGL) — $15.5M (2.5%) 5. Nvidia CORP (NVDA) — $15.4M (2.5%)
What changes did K.J. Harrison & Partners Inc make in its most recent portfolio filing?
In the latest reported quarter, K.J. Harrison & Partners Inc made 50 notable position adjustments: 4 new positions were initiated, 6 existing holdings were added to, 32 positions were partially reduced, and 8 were completely exited. The largest of these moves: New buy: Mda Space LTD (MDA); Sold out: Ss Spdr S&p 500 ETF Trust-us (SPY); Sold out: Merck & Co. INC. (MRK); Sold out: Salesforce INC (CRM); Sold out: Ebay INC (EBAY)
What sectors does K.J. Harrison & Partners Inc focus on?
K.J. Harrison & Partners Inc is concentrated in the following sectors based on its current disclosed equity portfolio: • Information Technology: 36.3% • Financials: 24.4% • Communication Services: 13.0% • Consumer Discretionary: 9.3% • Industrials: 5.9% • Health Care: 4.4%