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KJHP

K.J. Harrison & Partners Portfolio holdings

AUM $608M
1-Year Est. Return 45.31%
This Fund
S&P 500
This Quarter Est. Return
+14.52%
1 Year Est. Return
+45.31%
3 Year Est. Return
+121.73%
5 Year Est. Return
+147.25%
10 Year Est. Return
+586.23%
AUM
$604M
AUM Growth
+$91.8M
Cap. Flow
+$37.3M
Cap. Flow %
6.17%
Top 10 Hldgs %
30.25%
Holding
210
New
40
Increased
51
Reduced
55
Closed
27

Top Buys

Rank Stock Value
1
IBIT icon
iShares Bitcoin Trust
IBIT
+$4.86M
2
BCE icon
BCE
BCE
+$4.59M
3
P
Everpure Inc
P
+$4.48M
4
NEM icon
Newmont
NEM
+$4.39M
5
MSFT icon
Microsoft
MSFT
+$3.92M

Top Sells

Rank Stock Value
1
CNQ icon
Canadian Natural Resources
CNQ
+$5.27M
2
TRP icon
TC Energy
TRP
+$3.48M
3
BF.B icon
Brown-Forman Class B
BF.B
+$3.39M
4
JPM icon
JPMorgan Chase
JPM
+$3.32M
5
UNH icon
UnitedHealth
UNH
+$3.04M

Sector Composition

Rank Sector Weight
1 Financials 21.85%
2 Technology 19.19%
3 Industrials 10.59%
4 Communication Services 9.73%
5 Consumer Discretionary 8.58%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
TD icon
26
Toronto Dominion Bank
TD
$198B
$6.03M 1%
82,198
+125
+0.2% +$8.16K
BSX icon
27
Boston Scientific
BSX
$69.5B
$5.84M 0.97%
54,409
+25,016
+85% +$2.53M
MA icon
28
Mastercard
MA
$502B
$5.84M 0.97%
10,386
-40
-0.4% -$22.1K
GS icon
29
Goldman Sachs
GS
$300B
$5.83M 0.97%
8,239
-2,499
-23% -$1.45M
BMO icon
30
Bank of Montreal
BMO
$126B
$5.81M 0.96%
52,488
+12,785
+32% +$1.29M
ENB icon
31
Enbridge
ENB
$119B
$5.68M 0.94%
125,401
+70,375
+128% +$3.19M
PSLV icon
32
Sprott Physical Silver Trust
PSLV
$12B
$5.64M 0.93%
460,765
+165,405
+56% +$1.87M
SPOT icon
33
Spotify
SPOT
$103B
$5.29M 0.88%
6,900
+1,000
+17% +$642K
P
34
Everpure Inc
P
$25.7B
$5.19M 0.86%
+90,100
New +$4.48M
SHOP icon
35
Shopify
SHOP
$152B
$5.09M 0.84%
44,227
+28,500
+181% +$2.85M
BA icon
36
Boeing
BA
$171B
$4.84M 0.8%
23,100
+14,100
+157% +$2.66M
HEI icon
37
HEICO Corp
HEI
$49.8B
$4.77M 0.79%
14,540
-1,000
-6% -$277K
CNQ icon
38
Canadian Natural Resources
CNQ
$99.4B
$4.76M 0.79%
151,665
-174,010
-53% -$5.27M
SU icon
39
Suncor Energy
SU
$79.4B
$4.66M 0.77%
124,572
+27,500
+28% +$994K
BCE icon
40
BCE
BCE
$20.2B
$4.64M 0.77%
+209,800
New +$4.59M
MS icon
41
Morgan Stanley
MS
$331B
$4.64M 0.77%
32,909
-5,991
-15% -$736K
TRP icon
42
TC Energy
TRP
$70.2B
$4.63M 0.77%
95,061
-71,000
-43% -$3.48M
LLY icon
43
Eli Lilly
LLY
$1.02T
$4.35M 0.72%
5,582
-898
-14% -$698K
TECK icon
44
Teck Resources
TECK
$29.6B
$4.32M 0.72%
107,020
+20,000
+23% +$722K
STN icon
45
Stantec
STN
$8.04B
$4.29M 0.71%
39,500
-2,000
-5% -$193K
BN icon
46
Brookfield
BN
$104B
$4.26M 0.71%
103,397
– –
CLS icon
47
Celestica
CLS
$38.1B
$4.21M 0.7%
27,000
+14,000
+108% +$1.49M
ORLY icon
48
O'Reilly Automotive
ORLY
$72.9B
$4.19M 0.69%
46,500
– –
NOA
49
North American Construction
NOA
$369M
$4.15M 0.69%
259,642
+9,900
+4% +$161K
CP icon
50
Canadian Pacific Kansas City
CP
$78.1B
$3.77M 0.62%
47,530
+30,851
+185% +$2.37M
1
2
3 4 5

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FSC
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MA
MYDA Advisors Woodmere, New York $608M AUM 77.08% 1-Year Est. Return
OWM
Opes Wealth Management Menlo Park, California $609M AUM 20.17% 1-Year Est. Return
EFG
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AIG
American International Group New York $609M AUM 23.67% 1-Year Est. Return
AFG
Altiora Financial Group Lebanon, Ohio $607M AUM 12.43% 1-Year Est. Return
SAM
Strategy Asset Managers Pasadena, California $609M AUM 32.56% 1-Year Est. Return

K.J. Harrison & Partners's Q2 2025 Portfolio in Review

As of Q2 2025, K.J. Harrison & Partners held 210 positions worth $604M, up 18% from $512M the previous quarter. Its ten largest holdings account for 30% of the portfolio.

K.J. Harrison & Partners deployed $37.3M of net new capital in Q2 2025, opening 40 new positions and adding to 51 existing holdings. Its largest new stake was BCE: 209,800 shares worth $4.64M.

By sector, the portfolio is most concentrated in Financials at 22% of assets, down from 24% a quarter earlier, followed by Technology and Industrials.

On the sell side, the largest reduction was Canadian Natural Resources, an estimated $5.27M trimmed.

  • K.J. Harrison & Partners's largest Q2 2025 buy was BCE: 209,800 shares worth $4.64M.
  • K.J. Harrison & Partners added most to iShares Bitcoin Trust in Q2 2025, an estimated $4.86M increase.
  • K.J. Harrison & Partners's biggest Q2 2025 reduction was Canadian Natural Resources, cutting an estimated $5.27M.
  • K.J. Harrison & Partners fully exited Brown-Forman Class B in Q2 2025, selling an estimated $3.39M.
  • K.J. Harrison & Partners's ten largest holdings make up 30% of its $604M portfolio in Q2 2025.
  • K.J. Harrison & Partners opened 40 new positions and closed 27 in Q2 2025.
  • K.J. Harrison & Partners's portfolio value rose 18% quarter-over-quarter to $604M.

Based on K.J. Harrison & Partners's 13F filing for Q2 2025, filed 5 Aug 2025.