KJHP
K.J. Harrison & Partners Portfolio holdings
AUM
$699M
1-Year Est. Return
37.5%
1 Year Est. Return
+37.5%
AUM
$699M
AUM Growth
+$95.4M
(+16%)
Holding
241
Top Buys
| 1 | +$8.21M | |
| 2 | +$7.41M | |
| 3 | +$6.1M | |
| 4 |
Pembina Pipeline
PBA
|
+$4.76M |
| 5 |
GE Aerospace
GE
|
+$4.63M |
Top Sells
| 1 | +$7.29M | |
| 2 | +$5.78M | |
| 3 | +$5.19M | |
| 4 |
O'Reilly Automotive
ORLY
|
+$4.19M |
| 5 |
Snowflake
SNOW
|
+$3.58M |
Sector Composition
| 1 | Technology | 19.76% |
| 2 | Financials | 19.53% |
| 3 | Industrials | 11.1% |
| 4 | Communication Services | 9.57% |
| 5 | Consumer Discretionary | 8.54% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
51
VSE Corp
VSEC
$4.22B
| $3.98M | 0.57% |
24,000
-2,200
|
|
||
52
Impinj
PI
$5.17B
| $3.87M | 0.55% |
21,200
+5,000
|
|
||
53
Stantec
STN
$11B
| $3.82M | 0.55% |
35,000
-4,500
|
|
||
54
Teck Resources
TECK
$20.9B
| $3.77M | 0.54% |
87,020
-20,000
|
|
||
|
NOA
55
North American Construction
NOA
$417M
| $3.75M | 0.54% |
258,142
-1,500
|
|
||
56
TC Energy
TRP
$57B
| $3.69M | 0.53% |
68,052
-27,009
|
|
||
57
Merck
MRK
$260B
| $3.59M | 0.51% |
40,100
+31,950
|
|
||
58
Hologic
HOLX
$16.7B
| $3.57M | 0.51% |
52,500
+22,000
|
|
||
59
Caterpillar
CAT
$269B
| $3.5M | 0.5% |
7,125
+3,000
|
|
||
60
Clean Harbors
CLH
$12.2B
| $3.48M | 0.5% |
15,295
-1,000
|
|
||
61
Bloom Energy
BE
$25.8B
| $3.43M | 0.49% |
39,000
+19,000
|
|
||
62
Suncor Energy
SU
$53.8B
| $3.42M | 0.49% |
83,172
-41,400
|
|
||
63
Celestica
CLS
$39.6B
| $3.26M | 0.47% |
13,000
-14,000
|
|
||
64
NCR Atleos
NATL
$2.74B
| $3.11M | 0.45% |
+79,100
|
|
||
65
Enbridge
ENB
$106B
| $3.11M | 0.44% |
62,559
-62,842
|
|
||
66
TFI International
TFII
$7.2B
| $3.11M | 0.44% |
+34,670
|
|
||
67
Oracle
ORCL
$576B
| $3.05M | 0.44% |
+10,551
|
|
||
68
TAT Technologies
TATT
$498M
| $3.03M | 0.43% |
70,000
+25,000
|
|
||
69
Netflix
NFLX
$456B
| $2.97M | 0.43% |
25,570
+1,980
|
|
||
70
Unilever
UL
$149B
| $2.95M | 0.42% |
50,000
-10,000
|
|
||
71
VanEck Gold Miners ETF
GDX
$24.5B
| $2.89M | 0.41% |
37,435
-4,004
|
|
||
|
VZLA
72
Vizsla Silver
VZLA
$1.74B
| $2.84M | 0.41% |
651,500
-183,333
|
|
||
73
BHP
BHP
$139B
| $2.78M | 0.4% |
50,005
+20,000
|
|
||
74
Micron Technology
MU
$266B
| $2.76M | 0.39% |
15,000
-8
|
|
||
75
Rio Tinto
RIO
$117B
| $2.73M | 0.39% |
41,250
|
|