Free Trial

K.J. Harrison & Partners Inc Top Holdings and 13F Report (2025)

About K.J. Harrison & Partners Inc

Investment Activity

  • K.J. Harrison & Partners Inc has $511.77 million in total holdings as of March 31, 2025.
  • K.J. Harrison & Partners Inc owns shares of 170 different stocks, but just 67 companies or ETFs make up 80% of its holdings.
  • Approximately 12.40% of the portfolio was purchased this quarter.
  • About 33.29% of the portfolio was sold this quarter.
  • This quarter, K.J. Harrison & Partners Inc has purchased 189 new stocks and bought additional shares in 36 stocks.
  • K.J. Harrison & Partners Inc sold shares of 74 stocks and completely divested from 48 stocks this quarter.

Largest Holdings

Apple
$37,384,701
Amazon.com
$18,092,775
Microsoft
$17,275,448
Meta Platforms
$15,630,307
Berkshire Hathaway
$15,402,746

Largest New Holdings this Quarter

67103H107 - O'Reilly Automotive
$4,440,998 Holding
85207H104 - SPROTT PHYSICAL GOLD TR
$4,344,258 Holding
904767704 - Unilever
$4,168,500 Holding
85207K107 - SPROTT PHYSICAL SILVER TR
$3,437,238 Holding
115637209 - Brown-Forman
$3,394,000 Holding

Largest Purchases this Quarter

O'Reilly Automotive
3,100 shares (about $4.44M)
SPROTT PHYSICAL GOLD TR
180,448 shares (about $4.34M)
UnitedHealth Group
8,020 shares (about $4.20M)
Unilever
70,000 shares (about $4.17M)
SPROTT PHYSICAL SILVER TR
295,360 shares (about $3.44M)

Largest Sales this Quarter

Microsoft
31,031 shares (about $11.65M)
SPDR S&P 500 ETF Trust
17,351 shares (about $9.71M)
JPMorgan Chase & Co.
26,756 shares (about $6.56M)
Royal Bank of Canada
51,958 shares (about $5.86M)
Canadian Pacific Kansas City
72,562 shares (about $5.10M)

Sector Allocation Over Time

Map of 500 Largest Holdings ofK.J. Harrison & Partners Inc

 
 
Selling
 
 
Neutral
 
 
Buying
Issuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSector
Apple Inc. stock logo
AAPL
Apple
$37,384,701$2,532,948 -6.3%168,3017.3%Computer and Technology
Amazon.com, Inc. stock logo
AMZN
Amazon.com
$18,092,775$2,651,083 -12.8%95,0953.5%Retail/Wholesale
Microsoft Co. stock logo
MSFT
Microsoft
$17,275,448$11,648,727 -40.3%46,0203.4%Computer and Technology
Meta Platforms, Inc. stock logo
META
Meta Platforms
$15,630,307$3,746,916 -19.3%27,1193.1%Computer and Technology
Berkshire Hathaway Inc. stock logo
BRK.B
Berkshire Hathaway
$15,402,746$47,400 0.3%28,9213.0%Finance
Royal Bank of Canada stock logo
RY
Royal Bank of Canada
$14,319,961$5,858,648 -29.0%126,9982.8%Finance
Berkshire Hathaway Inc. stock logo
BRK.A
Berkshire Hathaway
$12,775,0660.0%162.5%Finance
Canadian Natural Resources Limited stock logo
CNQ
Canadian Natural Resources
$10,031,225$2,037,539 -16.9%325,6752.0%Energy
Canadian Imperial Bank of Commerce stock logo
CM
Canadian Imperial Bank of Commerce
$9,193,478$3,139,346 -25.5%163,2681.8%Finance
Costco Wholesale Co. stock logo
COST
Costco Wholesale
$9,092,729$1,909,530 -17.4%9,6141.8%Retail/Wholesale
Alphabet Inc. stock logo
GOOGL
Alphabet
$9,061,595$638,663 7.6%58,5981.8%Computer and Technology
JPMorgan Chase & Co. stock logo
JPM
JPMorgan Chase & Co.
$8,790,326$6,563,247 -42.7%35,8351.7%Finance
RB Global, Inc. stock logo
RBA
RB Global
$8,655,050$816,387 -8.6%86,1491.7%Business Services
Waste Connections, Inc. stock logo
WCN
Waste Connections
$8,632,052$11,707 0.1%44,2421.7%Business Services
Visa Inc. stock logo
V
Visa
$8,290,482$331,886 -3.8%23,6561.6%Business Services
TC Energy Co. stock logo
TRP
TC Energy
$7,850,240$4,235,681 -35.0%166,0611.5%Energy
Stryker Co. stock logo
SYK
Stryker
$7,662,0220.0%20,5831.5%Medical
Moody's Co. stock logo
MCO
Moody's
$7,299,691$34,927 0.5%15,6751.4%Finance
Freeport-McMoRan Inc. stock logo
FCX
Freeport-McMoRan
$6,785,383$85,299 1.3%179,2231.3%Basic Materials
The Goldman Sachs Group, Inc. stock logo
GS
The Goldman Sachs Group
$5,866,062$1,360,808 30.2%10,7381.1%Finance
Mastercard Incorporated stock logo
MA
Mastercard
$5,714,699$37,272 0.7%10,4261.1%Business Services
Alphabet Inc. stock logo
GOOG
Alphabet
$5,684,741$909,727 -13.8%36,3871.1%Computer and Technology
The Home Depot, Inc. stock logo
HD
Home Depot
$5,592,637$2,257,578 67.7%15,2601.1%Retail/Wholesale
Eli Lilly and Company stock logo
LLY
Eli Lilly and Company
$5,351,897$1,703,852 -24.1%6,4801.0%Medical
Technology Select Sector SPDR Fund stock logo
XLK
Technology Select Sector SPDR Fund
$5,258,4530.0%25,4771.0%ETF
UnitedHealth Group Incorporated stock logo
UNH
UnitedHealth Group
$5,172,031$4,200,475 432.3%9,8751.0%Medical
NVIDIA Co. stock logo
NVDA
NVIDIA
$5,164,307$2,453,723 -32.2%47,6501.0%Computer and Technology
The Toronto-Dominion Bank stock logo
TD
Toronto-Dominion Bank
$4,922,896$4,299,024 -46.6%82,0731.0%Finance
Watsco, Inc. stock logo
WSO
Watsco
$4,859,3480.0%9,5600.9%Construction
Morgan Stanley stock logo
MS
Morgan Stanley
$4,538,463$1,283,370 39.4%38,9000.9%Finance
O'Reilly Automotive, Inc. stock logo
ORLY
O'Reilly Automotive
$4,440,998$4,440,998 New Holding3,1000.9%Retail/Wholesale
SPROTT PHYSICAL GOLD TR
$4,344,258$4,344,258 New Holding180,4480.8%UNIT
The Charles Schwab Co. stock logo
SCHW
Charles Schwab
$4,300,938$313,120 -6.8%54,9430.8%Finance
Unilever PLC stock logo
UL
Unilever
$4,168,500$4,168,500 New Holding70,0000.8%Consumer Staples
HEICO Co. stock logo
HEI
HEICO
$4,152,133$1,068,760 -20.5%15,5400.8%Aerospace
North American Construction Group Ltd. stock logo
NOA
North American Construction Group
$3,941,740$676,186 20.7%249,7420.8%Construction
Bank of Montreal stock logo
BMO
Bank of Montreal
$3,795,205$3,346 -0.1%39,7030.7%Finance
Suncor Energy Inc. stock logo
SU
Suncor Energy
$3,762,418$1,240 0.0%97,0720.7%Energy
Agnico Eagle Mines Limited stock logo
AEM
Agnico Eagle Mines
$3,706,441$558,417 -13.1%34,1760.7%Basic Materials
VSE Co. stock logo
VSEC
VSE
$3,623,698$575,952 -13.7%30,2000.7%Construction
Brookfield Co. stock logo
BN
Brookfield
$3,611,014$285,399 -7.3%68,9310.7%Finance
CRH PLC
$3,502,965$4,046,620 -53.6%39,8200.7%ORD
Clean Harbors, Inc. stock logo
CLH
Clean Harbors
$3,448,2650.0%17,4950.7%Business Services
Stantec Inc. stock logo
STN
Stantec
$3,443,3220.0%41,5000.7%Business Services
SPROTT PHYSICAL SILVER TR
$3,437,238$3,437,238 New Holding295,3600.7%TR UNIT
SPDR S&P 500 ETF Trust stock logo
SPY
SPDR S&P 500 ETF Trust
$3,436,333$9,705,977 -73.9%6,1430.7%Finance
Copart, Inc. stock logo
CPRT
Copart
$3,406,718$28,295 0.8%60,2000.7%Business Services
Brown-Forman Co. stock logo
BF.B
Brown-Forman
$3,394,000$3,394,000 New Holding100,0000.7%Consumer Staples
Live Nation Entertainment, Inc. stock logo
LYV
Live Nation Entertainment
$3,316,732$150,167 4.7%25,4000.6%Consumer Discretionary
Enerflex Ltd. stock logo
EFXT
Enerflex
$3,263,592$386,756 -10.6%421,9190.6%Energy
Spotify Technology S.A. stock logo
SPOT
Spotify Technology
$3,245,177$2,255,123 -41.0%5,9000.6%Business Services
FTAI Aviation Ltd. stock logo
FTAI
FTAI Aviation
$3,230,973$433,017 -11.8%29,1000.6%Aerospace
Teck Resources Limited stock logo
TECK
Teck Resources
$3,173,058$2,734,766 -46.3%87,0200.6%Basic Materials
Boston Scientific Co. stock logo
BSX
Boston Scientific
$2,965,166$489,974 -14.2%29,3930.6%Medical
Newmont Co. stock logo
NEM
Newmont
$2,853,107$2,124,320 291.5%59,0950.6%Basic Materials
Netflix, Inc. stock logo
NFLX
Netflix
$2,804,118$403,786 -12.6%3,0070.5%Consumer Discretionary
MSCI Inc. stock logo
MSCI
MSCI
$2,778,867$2,828 0.1%4,9140.5%Finance
United Rentals, Inc. stock logo
URI
United Rentals
$2,569,470$1,253,400 -32.8%4,1000.5%Construction
The Procter & Gamble Company stock logo
PG
Procter & Gamble
$2,569,082$2,569,082 New Holding15,0750.5%Consumer Staples
Intel Co. stock logo
INTC
Intel
$2,561,007$1,589,700 163.7%112,7700.5%Computer and Technology
NIKE, Inc. stock logo
NKE
NIKE
$2,548,849$2,548,849 New Holding40,1520.5%Consumer Discretionary
The Bank of Nova Scotia stock logo
BNS
Bank of Nova Scotia
$2,445,478$155,103 -6.0%51,5260.5%Finance
Enbridge Inc. stock logo
ENB
Enbridge
$2,437,817$2,294,763 -48.5%55,0260.5%Energy
Manulife Financial Co. stock logo
MFC
Manulife Financial
$2,434,728$933,512 62.2%78,0590.5%Finance
Murphy USA Inc. stock logo
MUSA
Murphy USA
$2,396,0310.0%5,1000.5%Retail/Wholesale
VanEck Gold Miners ETF stock logo
GDX
VanEck Gold Miners ETF
$2,374,764$984,447 70.8%51,6590.5%ETF
iShares 20+ Year Treasury Bond ETF stock logo
TLT
iShares 20+ Year Treasury Bond ETF
$2,318,534$2,318,534 New Holding25,4700.5%ETF
S&P Global Inc. stock logo
SPGI
S&P Global
$2,301,1850.0%4,5290.4%Business Services
Zoom Video Communications, Inc. stock logo
ZM
Zoom Video Communications
$2,213,100$2,213,100 New Holding30,0000.4%Computer and Technology
Union Pacific Co. stock logo
UNP
Union Pacific
$2,208,844$1,863,934 -45.8%9,3500.4%Transportation
Vanguard Total Stock Market ETF stock logo
VTI
Vanguard Total Stock Market ETF
$2,116,268$2,116,268 New Holding7,7000.4%ETF
WESCO International, Inc. stock logo
WCC
WESCO International
$2,079,467$310,600 -13.0%13,3900.4%Computer and Technology
Tempur Sealy International, Inc. stock logo
TPX
Tempur Sealy International
$2,035,920$59,880 -2.9%34,0000.4%Retail/Wholesale
Fair Isaac Co. stock logo
FICO
Fair Isaac
$2,028,5760.0%1,1000.4%Computer and Technology
Graco Inc. stock logo
GGG
Graco
$2,002,570$16,702 -0.8%23,9800.4%Industrials
The Sherwin-Williams Company stock logo
SHW
Sherwin-Williams
$1,950,226$349,190 -15.2%5,5850.4%Basic Materials
iShares 1-3 Year Treasury Bond ETF stock logo
SHY
iShares 1-3 Year Treasury Bond ETF
$1,919,3360.0%23,2000.4%Manufacturing
The Walt Disney Company stock logo
DIS
Walt Disney
$1,897,705$1,037,831 -35.4%19,2270.4%Consumer Discretionary
iShares Russell 2000 ETF stock logo
IWM
iShares Russell 2000 ETF
$1,886,776$3,431,227 -64.5%9,4580.4%Finance
Nutrien Ltd. stock logo
NTR
Nutrien
$1,821,071$102,142 5.9%36,6560.4%Basic Materials
SeaWorld Entertainment, Inc. stock logo
SEAS
SeaWorld Entertainment
$1,818,4000.0%40,0000.4%Consumer Discretionary
Natera, Inc. stock logo
NTRA
Natera
$1,810,048$565,640 45.5%12,8000.4%Medical
Arthur J. Gallagher & Co. stock logo
AJG
Arthur J. Gallagher & Co.
$1,760,7240.0%5,1000.3%Finance
Pfizer Inc. stock logo
PFE
Pfizer
$1,757,658$202,720 -10.3%69,3630.3%Medical
Eagle Materials Inc. stock logo
EXP
Eagle Materials
$1,608,9930.0%7,2500.3%Construction
The Boeing Company stock logo
BA
Boeing
$1,534,950$2,046,600 -57.1%9,0000.3%Aerospace
Corteva, Inc. stock logo
CTVA
Corteva
$1,529,199$1,529,199 New Holding24,3000.3%Consumer Staples
Pembina Pipeline Co. stock logo
PBA
Pembina Pipeline
$1,523,883$92,290 -5.7%38,0600.3%Energy
ISHARES BITCOIN TRUST ETF
$1,522,636$226,186 -12.9%32,5280.3%SHS BEN INT
Shopify Inc. stock logo
SHOP
Shopify
$1,497,653$1,419,185 -48.7%15,7270.3%Computer and Technology
Intuitive Surgical, Inc. stock logo
ISRG
Intuitive Surgical
$1,485,8100.0%3,0000.3%Medical
Impinj, Inc. stock logo
PI
Impinj
$1,469,340$1,133,750 337.8%16,2000.3%Computer and Technology
DOORDASH INC
$1,462,160$731,080 100.0%8,0000.3%CL A
iShares Core S&P Mid-Cap ETF stock logo
IJH
iShares Core S&P Mid-Cap ETF
$1,452,915$921,930 173.6%24,9000.3%ETF
VanEck Junior Gold Miners ETF stock logo
GDXJ
VanEck Junior Gold Miners ETF
$1,439,095$1,086,800 -43.0%25,1590.3%ETF
Danaher Co. stock logo
DHR
Danaher
$1,386,8250.0%6,7650.3%Medical
Churchill Downs Incorporated stock logo
CHDN
Churchill Downs
$1,377,268$111,070 -7.5%12,4000.3%Consumer Discretionary
Henry Schein, Inc. stock logo
HSIC
Henry Schein
$1,369,800$616,410 -31.0%20,0000.3%Medical
MercadoLibre, Inc. stock logo
MELI
MercadoLibre
$1,365,609$390,174 40.0%7000.3%Retail/Wholesale
Caterpillar Inc. stock logo
CAT
Caterpillar
$1,360,425$41,225 3.1%4,1250.3%Industrials

Showing largest 100 holdings. View all holdings.
SEC Filings and Trading Data