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KJHP

K.J. Harrison & Partners Portfolio holdings

AUM $706M
1-Year Est. Return 48.92%
This Fund
S&P 500
This Quarter Est. Return
+14.52%
1 Year Est. Return
+48.92%
3 Year Est. Return
+139.68%
5 Year Est. Return
+165.13%
10 Year Est. Return
+675.87%
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
AMRZ
151
Amrize Ltd
AMRZ
$21B
$496K 0.08%
+10,000
New +$504K
IWB icon
152
iShares Russell 1000 ETF
IWB
$48.2B
$490K 0.08%
1,443
– –
LSCC icon
153
Lattice Semiconductor
LSCC
$15.1B
$490K 0.08%
10,000
– –
EEM icon
154
iShares MSCI Emerging Markets ETF
EEM
$30.5B
$482K 0.08%
10,000
– –
XBI icon
155
State Street SPDR S&P Biotech ETF
XBI
$10.4B
$481K 0.08%
5,800
– –
RMBS icon
156
Rambus
RMBS
$8.83B
$480K 0.08%
7,500
– –
BE icon
157
Bloom Energy
BE
$79.5B
$478K 0.08%
+20,000
New +$387K
SBUX icon
158
Starbucks
SBUX
$111B
$459K 0.08%
+5,004
New +$434K
TRI icon
159
Thomson Reuters
TRI
$43.9B
$457K 0.08%
2,240
-133
-6% -$25.3K
BAM icon
160
Brookfield Asset Management
BAM
$72.2B
$440K 0.07%
7,959
-1,690
-18% -$90.7K
GILD icon
161
Gilead Sciences
GILD
$183B
$408K 0.07%
3,678
+8
+0.2% +$851
INTU icon
162
Intuit
INTU
$85B
$394K 0.07%
500
– –
MTN icon
163
Vail Resorts
MTN
$4.99B
$393K 0.07%
2,500
-1,200
-32% -$178K
SLF icon
164
Sun Life Financial
SLF
$44.6B
$378K 0.06%
5,699
+1,109
+24% +$68K
BKNG icon
165
Booking.com
BKNG
$129B
$359K 0.06%
1,550
– –
NEE icon
166
NextEra Energy
NEE
$168B
$323K 0.05%
4,649
+49
+1% +$3.4K
SII
167
Sprott
SII
$3.19B
$318K 0.05%
4,608
– –
INDA icon
168
iShares MSCI India ETF
INDA
$6.44B
$316K 0.05%
+5,677
New +$303K
EMA
169
Emera Inc
EMA
$15B
$306K 0.05%
+6,687
New +$300K
BP icon
170
BP
BP
$117B
$299K 0.05%
+10,000
New +$293K
SOBO
171
South Bow Corp
SOBO
$7.42B
$289K 0.05%
11,166
-1,632
-13% -$41.5K
ETN icon
172
Eaton
ETN
$155B
$287K 0.05%
+805
New +$248K
DSGX icon
173
Descartes Systems
DSGX
$6.76B
$285K 0.05%
2,815
– –
IWY icon
174
iShares Russell Top 200 Growth ETF
IWY
$15.5B
$281K 0.05%
+1,138
New +$253K
BAC icon
175
Bank of America
BAC
$405B
$273K 0.05%
5,771
+26
+0.5% +$1.09K
5 6
7
8 9

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KFA
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RCM
Rivermont Capital Management New York $705M AUM 165.14% 1-Year Est. Return
PSP
Pacific Sage Partners Edmonds, Washington $705M AUM 12.18% 1-Year Est. Return
VIS
Vega Investment Solutions Paris, France $705M AUM
MAC
Monarch Alternative Capital New York $707M AUM 177.52% 1-Year Est. Return
DCA
DSG Capital Advisors Edina, Minnesota $704M AUM 34.58% 1-Year Est. Return
TFHU
TLT Family Holdco ULC Toronto $704M AUM 33.91% 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.