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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
EMXC icon
126
iShares MSCI Emerging Markets ex China ETF
EMXC
$23.5B
$947K 0.16%
+15,000
New +$873K
DIS icon
127
Walt Disney
DIS
$167B
$944K 0.16%
7,616
-11,611
-60% -$1.21M
CRDO icon
128
Credo Technology Group
CRDO
$38.6B
$926K 0.15%
+10,000
New +$583K
CNI icon
129
Canadian National Railway
CNI
$76.9B
$893K 0.15%
8,583
-1,465
-15% -$149K
ACN icon
130
Accenture
ACN
$102B
$886K 0.15%
2,840
– –
ABT icon
131
Abbott
ABT
$183B
$852K 0.14%
6,265
+7
+0.1% +$923
TCX icon
132
Tucows
TCX
$172M
$834K 0.14%
42,291
-2,710
-6% -$48.5K
BIP icon
133
Brookfield Infrastructure Partners
BIP
$19.2B
$821K 0.14%
24,555
+127
+0.5% +$3.98K
ZTS icon
134
Zoetis
ZTS
$32.4B
$731K 0.12%
4,685
– –
UGI icon
135
UGI
UGI
$7.74B
$728K 0.12%
+20,000
New +$688K
TTD icon
136
Trade Desk
TTD
$8.48B
$720K 0.12%
+10,008
New +$639K
ROP icon
137
Roper Technologies
ROP
$38.8B
$694K 0.12%
1,225
– –
FDX icon
138
FedEx
FDX
$72.7B
$686K 0.11%
3,020
– –
ZG icon
139
Zillow
ZG
$7.94B
$685K 0.11%
+10,000
New +$662K
LAMR icon
140
Lamar Advertising Co
LAMR
$16.2B
$667K 0.11%
5,500
-2,000
-27% -$232K
BIPC icon
141
Brookfield Infrastructure
BIPC
$5.2B
$664K 0.11%
15,985
-5,500
-26% -$212K
CL icon
142
Colgate-Palmolive
CL
$73.1B
$648K 0.11%
7,130
– –
MRK icon
143
Merck
MRK
$322B
$645K 0.11%
+8,150
New +$648K
CDNS icon
144
Cadence Design Systems
CDNS
$93.6B
$618K 0.1%
+2,004
New +$583K
TSAT icon
145
Telesat
TSAT
$567M
$617K 0.1%
25,400
– –
UNH icon
146
UnitedHealth
UNH
$376B
$600K 0.1%
1,924
-7,951
-81% -$3.04M
TSM icon
147
TSMC
TSM
$2.1T
$583K 0.1%
2,575
– –
SHW icon
148
Sherwin-Williams
SHW
$82.7B
$545K 0.09%
1,587
-3,998
-72% -$1.39M
UNP icon
149
Union Pacific
UNP
$174B
$541K 0.09%
2,350
-7,000
-75% -$1.55M
ACWI icon
150
iShares MSCI ACWI ETF
ACWI
$32.9B
$496K 0.08%
3,860
+1,060
+38% +$127K
4 5
6
7 8

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EFG
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AIG
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AFG
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SAM
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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.