K.J. Harrison & Partners Inc reported 182 positions worth $623.73M for the quarter ended Jun 30, 2026, up 17.1% on the prior quarter. It opened 47 new positions, added to 44, trimmed 64 and exited 46. Its largest holding is Apple Inc. at 8.5% of the portfolio.
Reported 13F market value at each quarter end. A change mixes trading with price moves in the positions held.
Dollar value of shares bought and sold each quarter, at that quarter’s price. It counts trading only, not price changes.
How many positions were opened, added to, trimmed or closed each quarter.
Share of reported value in each sector at every quarter end.
| Holding | Change | Change % | Trade Value | Weight |
|---|---|---|---|---|
| UNP Union Pacific Corp | +20.0K | +851.1% | $5.44M | 0.975% |
| MDT Medtronic plc | +62.0K | +456.0% | $4.85M | 0.948% |
| CEF Sprott Physical Gold & Silver Trust | +120.4K | – | $4.85M | 0.777% |
| TSM Taiwan Semiconductor Manufacturing Co Ltd | +9,974 | +382.1% | $4.76M | 0.964% |
| SHOP Shopify Inc. | +40.2K | +471.7% | $4.59M | 0.892% |
| GE General Electric Co | +12.1K | +127.8% | $4.52M | 1.29% |
| CP Canadian Pacific Kansas City Ltd | +51.8K | +86.8% | $4.48M | 1.54% |
| PSLV Sprott Physical Silver Trust | +230.0K | +106.5% | $4.33M | 1.35% |
| GFL GFL Environmental Inc. | +112.5K | – | $4.13M | 0.662% |
| AMZN Amazon Com Inc | +17.0K | +24.3% | $4.05M | 3.32% |
| Holding | Change | Change % | Trade Value | Weight |
|---|---|---|---|---|
| INTC Intel Corp | -127.0K | -55.9% | $17.73M | 2.24% |
| NVDA Nvidia Corp | -32.7K | -37.1% | $6.55M | 1.78% |
| MU Micron Technology Inc | -3,800 | -95.0% | $4.39M | 0.037% |
| WSC WillScot Holdings Corp | -132.5K | -50.8% | $3.82M | 0.594% |
| IEX Idex Corp | -20.0K | -100.0% | $3.79M | Exited |
| GOOG Alphabet Inc. | -8,905 | -39.3% | $3.15M | 0.78% |
| MS Morgan Stanley | -13.7K | -33.6% | $2.86M | 0.906% |
| GS Goldman Sachs Group Inc | -2,766 | -21.2% | $2.80M | 1.66% |
| RY Royal Bank Of Canada | -12.7K | -10.1% | $2.62M | 3.74% |
| UPS United Parcel Service Inc | -24.0K | -100.0% | $2.36M | Exited |
| Holding | Shares | Trade Value | Weight |
|---|---|---|---|
| CEF Sprott Physical Gold & Silver Trust | +120.4K | $4.85M | 0.777% |
| GFL GFL Environmental Inc. | +112.5K | $4.13M | 0.662% |
| GEHC GE HealthCare Technologies Inc. | +58.4K | $3.74M | 0.599% |
| CVLT Commvault Systems Inc | +25.0K | $3.54M | 0.568% |
| GLAS Glass House Brands Inc. | +286.2K | $3.54M | 0.568% |
| PANW Palo Alto Networks Inc | +10.0K | $3.43M | 0.549% |
| ATS ATS Corp | +100.0K | $2.88M | 0.461% |
| OKTA Okta, Inc. | +20.0K | $2.73M | 0.438% |
| AMT American Tower Corp | +16.5K | $2.70M | 0.433% |
| BABA Alibaba Group Holding Ltd | +26.3K | $2.52M | 0.405% |
| Holding | Shares Sold | Trade Value | Prior Weight |
|---|---|---|---|
| IEX Idex Corp | -20.0K | $3.79M | 0.711% |
| UPS United Parcel Service Inc | -24.0K | $2.36M | 0.443% |
| INTU Intuit Inc. | -4,900 | $2.12M | 0.398% |
| NET Cloudflare, Inc. | -10.1K | $2.08M | 0.391% |
| CRWD CrowdStrike Holdings, Inc. | -20.0K | $1.95M | 0.366% |
| QXO QXO, Inc. | -100.0K | $1.94M | 0.364% |
| SNDK Sandisk Corp | -3,001 | $1.91M | 0.358% |
| TATT Tat Technologies Ltd | -46.8K | $1.90M | 0.357% |
| RACE Ferrari N.V. | -5,000 | $1.69M | 0.318% |
| PEP Pepsico Inc | -10.7K | $1.66M | 0.311% |
| # | Activity | ||||||||
|---|---|---|---|---|---|---|---|---|---|
| 1 | AAPL Apple Inc. | Technology | 183.7K | $53.15M | 8.52% | +13.2K | +7.7% | Added | 0% |
| 2 | RY Royal Bank Of Canada | Financial Services | 112.9K | $23.33M | 3.74% | -12.7K | -10.1% | Reduced | 0.01% |
| 3 | GOOGL Alphabet Inc. | Technology | 60.1K | $21.49M | 3.45% | +6,110 | +11.3% | Added | 0% |
| 4 | AMZN Amazon Com Inc | Consumer Discretionary | 86.9K | $20.70M | 3.32% | +17.0K | +24.3% | Added | 0% |
| 5 | MSFT Microsoft Corp | Technology | 42.5K | $15.87M | 2.54% | +8,569 | +25.2% | Added | 0% |
| 6 | CM Canadian Imperial Bank Of Commerce | Financial Services | 132.7K | $15.25M | 2.44% | -6,230 | -4.5% | Reduced | 0.01% |
| 7 | PHYS Sprott Physical Gold Trust | Others | 492.1K | $14.83M | 2.38% | -13.2K | -2.6% | Reduced | 0.11% |
| 8 | BRK-B Berkshire Hathaway Inc | Financial Services | 28.9K | $14.47M | 2.32% | +15 | +0.1% | Added | 0% |
| 9 | INTC Intel Corp | Technology | 100.2K | $13.99M | 2.24% | -127.0K | -55.9% | Reduced | 0% |
| 10 | BRK-A Berkshire Hathaway Inc | Financial Services | 16 | $11.98M | 1.92% | 0 | 0.0% | Unchanged | 0% |
| 11 | NVDA Nvidia Corp | Technology | 55.6K | $11.12M | 1.78% | -32.7K | -37.1% | Reduced | 0% |
| 12 | GS Goldman Sachs Group Inc | Financial Services | 10.3K | $10.38M | 1.66% | -2,766 | -21.2% | Reduced | 0% |
| 13 | META Meta Platforms, Inc. | Technology | 17.2K | $9.67M | 1.55% | +1,091 | +6.8% | Added | 0% |
| 14 | CP Canadian Pacific Kansas City Ltd | Industrials | 111.4K | $9.64M | 1.54% | +51.8K | +86.8% | Added | 0.01% |
| 15 | JPM Jpmorgan Chase & Co | Financial Services | 28.2K | $9.22M | 1.48% | -691 | -2.4% | Reduced | 0% |
Tip. Select a row to see that position’s full history at K.J. Harrison & Partners.
As of its Q2 2026 13F filing, K.J. Harrison & Partners Inc’s five largest positions were Apple Inc. (AAPL) at 8.5%, Royal Bank Of Canada (RY) at 3.7%, Alphabet Inc. (GOOGL) at 3.4%, Amazon Com Inc (AMZN) at 3.3%, Microsoft Corp (MSFT) at 2.5% of the reported portfolio.
K.J. Harrison & Partners Inc reported a 13F portfolio worth $623.73M across 182 positions for Q2 2026. That is up 17.1% from the previous quarter.
Its largest purchases by value were Union Pacific Corp ($5.44M), Medtronic plc ($4.85M), Sprott Physical Gold & Silver Trust ($4.85M). It opened 47 new positions.
Its largest sales by value were Intel Corp ($17.73M), Nvidia Corp ($6.55M), Micron Technology Inc ($4.39M). It exited 46 positions entirely.
From the Form 13F-HR reports K.J. Harrison & Partners Inc files with the SEC each quarter, within 45 days of quarter end. A 13F lists long positions in US-listed equities and options; it excludes short positions, cash, bonds and most non-US holdings.
13F data reflects long positions in US-listed equities and options as reported to the SEC up to 45 days after quarter end. It excludes short positions, cash, bonds and most non-US securities, so it is not a complete picture of a manager’s assets.