Arkolith/Funds/K.J. Harrison & Partners Inc

K.J. Harrison & Partners Inc

CIK 1418359
Holdings as of Jun 30, 2026·disclosed Aug 7, 2026·~38-day 13F lag·13F-HR
Active Filer

K.J. Harrison & Partners Inc holds a diversified book of 224 stocks worth $705.7M as of Q2 2026 (disclosed Aug 7, 2026, a ~38-day 13F lag). This quarter they opened Invesco S&P Smallcap Informa and trimmed Royal Bank Of Canada. Their largest long position is Apple Inc at 8% of the equity book. Cloning the disclosed picks since 2024 would be +36% (+18.8%/yr). That is a simulation of the disclosed long book, not audited returns.

Opened
216
bought for the first time
Added to
52
already held, bought more
Trimmed
76
sold some, still holds it
Sold out
57
exited the position entirely

Growth of $10,000: cloning the disclosed book

If you'd copied them
+36.1%
+18.8%/yr · since Oct '24
Their reported book
+36.2%
held from quarter-end
S&P 500
+35.6%
same window
$8K$10K$11K$13K$14KOct '24Mar '25Jul '25Nov '25Mar '26Aug '26
K.J. Harrison & Partners Inc (copied at disclosure) S&P 500

Growth of $10,000 cloning K.J. Harrison & Partners Inc's disclosed long 13F book, rebalanced on each filing date (so it reflects each quarter's actual reporting lag, ~38 days for the latest filing, with no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.

Concentration

Top-heavy: diversified book

Top 5 holdings
19%
Top 10 holdings
29%
Top 20 holdings
42%

Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.

Direct sector allocation

90% mapped to company sectors

Information Technology
26%
Financials
24%
Industrials
14%
ETF / fund or unclassified
10%
Consumer Discretionary
7%
Materials
7%
Health Care
5%
Energy
3%

Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.

Biggest moves: latest quarter

Estimated $ traded · quarter-end prices, no cost basis

Bought
Trimmed / exited

Funds with the most overlap

Other tracked managers holding the same core names as K.J. Harrison & Partners Inc

Manager / fundShared namesTheir $ in those
MORGAN STANLEY79 / 80$465.5B
ROYAL BANK OF CANADA79 / 80$210.4B
BANK OF AMERICA CORP /DE/78 / 80$280.8B
JPMORGAN CHASE & CO77 / 80$443.9B
GOLDMAN SACHS GROUP INC77 / 80$230.3B
UBS Group AG77 / 80$119.5B
BANK OF MONTREAL /CAN/77 / 80$112.5B
WELLS FARGO & COMPANY/MN77 / 80$109.9B

Ranked by how many of K.J. Harrison & Partners Inc's top 80 disclosed names each fund also holds: a cross-fund conviction signal from the latest 13F of every tracked manager.

Holdings: largest first

Bars show each stock's share of the portfolio. Click a row for its position history.

224 positions
#SecurityValueShares% PortLast moveHistory
1Apple Inc
COM
$53.1M183.7K
7.5%
+7.7%
Added · +13K sh
2Royal BK Cda
COM
$23.3M112.9K
3.3%
−10%
Reduced · −13K sh
3Alphabet Inc
CAP STK CL A
$21.5M60.1K
3.0%
+11%
Added · +6K sh
4Amazon Com Inc
COM
$20.7M86.9K
2.9%
+24%
Added · +17K sh
5Microsoft Corp
COM
$15.9M42.5K
2.2%
+25%
Added · +9K sh
6Canadian Imperial Bank Of Co
COM
$15.2M132.7K
2.2%
−4.5%
Reduced · −6K sh
7Sprott Asset Management LP
PHYSICAL GOLD TR
$14.8M492.1K
2.1%
−2.6%
Reduced · −13K sh
8Berkshire Hathaway Inc Del
CL B NEW
$14.5M28.9K
2.1%
+0.1%
Added · +15 sh
9Intel Corp
COM
$14.0M100.2K
2.0%
−56%
Reduced · −127K sh
10Berkshire Hathaway Inc Del
CL A
$12.0M16
1.7%
Held
11Nvidia Corporation
COM
$11.1M55.6K
1.6%
−37%
Reduced · −33K sh
12Goldman Sachs Group Inc
COM
$10.4M10.3K
1.5%
−21%
Reduced · −3K sh
13Meta Platforms Inc
CL A
$9.7M17.2K
1.4%
+6.8%
Added · +1K sh
14Canadian Pacific Kansas City
COM
$9.6M111.4K
1.4%
+87%
Added · +52K sh
15JPMorgan Chase & Co
COM
$9.2M28.2K
1.3%
−2.4%
Reduced · −691 sh
16RB Global Inc
COM
$9.0M77.1K
1.3%
−13%
Reduced · −12K sh
17Toronto Dominion BK Ont
COM NEW
$8.6M70.8K
1.2%
−0.7%
Reduced · −507 sh
18SPDR Series Trust
ST STR SP HOME
$8.6M74.0K
1.2%
+118%
Added · +40K sh
19Sprott Asset Management LP
PHYSICAL SILVER
$8.4M446.0K
1.2%
+107%
Added · +230K sh
20Bank Montreal Medium
COM
$8.2M46.7K
1.2%
−2.6%
Reduced · −1K sh
21Ge Aerospace
COM NEW
$8.1M21.6K
1.1%
+128%
Added · +12K sh
22Tfi International Inc
COM
$8.0M55.9K
1.1%
−4.1%
Reduced · −2K sh
23Global X FDS
GLOBAL X COPPER
$7.8M101.3K
1.1%
+55%
Added · +36K sh
24Tesla Inc
COM
$7.5M17.9K
1.1%
+72%
Added · +8K sh
25Ishares TR
US HOME CONS ETF
$7.0M67.0K
1.0%
+43%
Added · +20K sh
26Agnico Eagle Mines Ltd
COM
$6.9M44.6K
1.0%
−17%
Reduced · −9K sh
27Caterpillar Inc
COM
$6.6M6.2K
0.9%
−18%
Reduced · −1K sh
28Pembina Pipeline Corp
COM
$6.3M135.6K
0.9%
−17%
Reduced · −27K sh
29Union Pac Corp
COM
$6.1M22.4K
0.9%
+851%
Added · +20K sh
30Taiwan Semiconductor Manufac
SPONSORED ADS
$6.0M12.6K
0.9%
+382%
Added · +10K sh
31Medtronic PLC
SHS
$5.9M75.6K
0.8%
+456%
Added · +62K sh
32Mda Space Ltd
COM
$5.9M142.5K
0.8%
−20%
Reduced · −36K sh
33Bank Nova Scotia B C
COM
$5.7M65.9K
0.8%
~0%
Reduced · −2 sh
34Morgan Stanley
COM NEW
$5.7M27.0K
0.8%
−34%
Reduced · −14K sh
35Shopify Inc
CL A SUB VTG SHS
$5.6M48.7K
0.8%
+472%
Added · +40K sh
36Invesco Exch Traded FD TR II
S&P SMLCP INFO
$5.5M60.0K
0.8%
New
New position
37Bce Inc
COM NEW
$5.5M254.8K
0.8%
~0%
Added · +105 sh
38Vse Corp
COM
$5.3M23.0K
0.7%
Held
39Canadian Nat Res Ltd Med Ter
COM
$5.2M132.0K
0.7%
+0.8%
Added · +1K sh
40Natera Inc
COM
$5.1M18.9K
0.7%
+289%
Added · +14K sh
41Canadian Natl Ry Co
COM
$5.1M42.7K
0.7%
+103%
Added · +22K sh
42Xpo Inc
COM
$4.9M24.0K
0.7%
−14%
Reduced · −4K sh
43Alphabet Inc
CAP STK CL C
$4.9M13.8K
0.7%
−39%
Reduced · −9K sh
44Sprott Asset Management LP
PHYSICAL GOLD AN
$4.8M120.4K
0.7%
New
New position
45Freeport McMoran Inc
CL B
$4.8M76.6K
0.7%
−30%
Reduced · −33K sh
46Newmont Corp
COM
$4.7M50.8K
0.7%
−16%
Reduced · −10K sh
47Nutrien Ltd
COM
$4.7M75.3K
0.7%
+217%
Added · +52K sh
48Mastercard Incorporated
CL A
$4.5M8.8K
0.6%
−10%
Reduced · −988 sh
49TC Energy Corp
COM
$4.5M68.1K
0.6%
+1.5%
Added · +1K sh
50Vse Corp
UNIT 02/01/2029
$4.5M77.8K
0.6%
+294%
Added · +58K sh
Showing 50 of 224 positions
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Filing history

As-of date vs the date the SEC received each filing

QuarterAs ofFiledPositionsValueForm
Q2 2026Jun 30, 2026Aug 7, 2026224$705.7M13F-HR
Q1 2026Mar 31, 2026Apr 28, 2026225$608.2M13F-HR
Q4 2025Dec 31, 2025Feb 3, 2026219$752.2M13F-HR
Q3 2025Sep 30, 2025Nov 12, 2025206$699.0M13F-HR
Q2 2025Jun 30, 2025Aug 5, 2025183$603.6M13F-HR
Q1 2025Mar 31, 2025Apr 25, 2025170$511.8M13F-HR
Q4 2024Dec 31, 2024Feb 5, 2025189$637.8M13F-HR
Q3 2024Sep 30, 2024Oct 25, 2024206$662.4M13F-HR

Data source

Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. The performance line is a simulation of the disclosed long book, not an audited return.