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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
AAPL icon
1
Apple
AAPL
$4.54T
$34.3M 5.68%
167,032
-1,269
-0.8% -$256K
MSFT icon
2
Microsoft
MSFT
$3.45T
$27.4M 4.54%
55,044
+9,024
+20% +$3.92M
AMZN icon
3
Amazon
AMZN
$2.92T
$22.6M 3.74%
102,996
+7,901
+8% +$1.56M
RY icon
4
Royal Bank of Canada
RY
$291B
$20.5M 3.4%
155,965
+28,967
+23% +$3.54M
META icon
5
Meta Platforms (Facebook)
META
$1.42T
$19.8M 3.28%
26,830
-289
-1% -$179K
BRK.B icon
6
Berkshire Hathaway Class B
BRK.B
$1.1T
$14M 2.33%
28,921
– –
NVDA icon
7
NVIDIA
NVDA
$4.86T
$12M 1.98%
75,732
+28,082
+59% +$3.53M
BRK.A icon
8
Berkshire Hathaway Class A
BRK.A
$1.1T
$11.7M 1.93%
16
– –
FCX icon
9
Freeport-McMoran
FCX
$90B
$10.4M 1.73%
240,541
+61,318
+34% +$2.33M
CM icon
10
Canadian Imperial Bank of Commerce
CM
$108B
$9.94M 1.65%
140,272
-22,996
-14% -$1.48M
GOOGL icon
11
Alphabet (Google) Class A
GOOGL
$4.36T
$9.62M 1.59%
54,602
-3,996
-7% -$654K
COST icon
12
Costco
COST
$422B
$8.5M 1.41%
8,587
-1,027
-11% -$1.02M
NEM icon
13
Newmont
NEM
$98.7B
$8.23M 1.36%
141,287
+82,192
+139% +$4.39M
AEM icon
14
Agnico Eagle Mines
AEM
$73.6B
$7.63M 1.26%
64,176
+30,000
+88% +$3.48M
V icon
15
Visa
V
$684B
$7.58M 1.26%
21,360
-2,296
-10% -$800K
GOOG icon
16
Alphabet (Google) Class C
GOOG
$4.36T
$7.56M 1.25%
42,613
+6,226
+17% +$1.03M
HD icon
17
Home Depot
HD
$331B
$7.43M 1.23%
20,260
+5,000
+33% +$1.81M
IBIT icon
18
iShares Bitcoin Trust
IBIT
$46.7B
$7.3M 1.21%
119,228
+86,700
+267% +$4.86M
WCN
19
Waste Connections
WCN
$42.2B
$7.29M 1.21%
39,123
-5,119
-12% -$986K
PHYS icon
20
Sprott Physical Gold
PHYS
$14.6B
$6.94M 1.15%
274,198
+93,750
+52% +$2.36M
MCO icon
21
Moody's
MCO
$82.8B
$6.86M 1.14%
13,675
-2,000
-13% -$926K
RBA icon
22
RB Global
RBA
$20.4B
$6.68M 1.11%
62,949
-23,200
-27% -$2.38M
JPM icon
23
JPMorgan Chase
JPM
$935B
$6.62M 1.1%
22,835
-13,000
-36% -$3.32M
XLK icon
24
State Street Technology Select Sector SPDR ETF
XLK
$115B
$6.45M 1.07%
50,954
– –
SYK icon
25
Stryker
SYK
$125B
$6.4M 1.06%
16,185
-4,398
-21% -$1.65M
1
2 3 4 5

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MA
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OWM
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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.