Latest K.J. Harrison & Partners Inc Stock Portfolio

K.J. Harrison & Partners Inc Performance:

2025 Q2: -4.03%YTD: -6.07%2024: 14.55%

Performance for 2025 Q2 is -4.03%, and YTD is -6.07%, and 2024 is 14.55%.

About K.J. Harrison & Partners Inc and 13F Hedge Fund Stock Holdings

In it's latest 13F Holdings report, K.J. Harrison & Partners Inc reported an equity portfolio of $603.6 Millions as of 30 Jun, 2025.

The top stock holdings of K.J. Harrison & Partners Inc are AAPL, MSFT, AMZN. The fund has invested 5.7% of it's portfolio in APPLE INC and 4.5% of portfolio in MICROSOFT CORP.

The fund managers got completely rid off BROWN FORMAN CORP, NIKE INC (NKE) and MURPHY USA INC (MUSA) stocks. They significantly reduced their stock positions in UNITEDHEALTH GROUP INC (UNH), UNION PAC CORP (UNP) and SHERWIN WILLIAMS CO (SHW). K.J. Harrison & Partners Inc opened new stock positions in PURE STORAGE INC (PSTG), BCE INC and SNOWFLAKE INC (SNOW). The fund showed a lot of confidence in some stocks as they added substantially to OREILLY AUTOMOTIVE INC (ORLY), ISHARES BITCOIN TRUST ETF and CANADIAN PACIFIC KANSAS CITY (CP).

K.J. Harrison & Partners Inc Annual Return Estimates Vs S&P 500

Our best estimate is that K.J. Harrison & Partners Inc made a return of -4.03% in the last quarter. In trailing 12 months, it's portfolio return was -0.07%.

New Buys

Ticker	$ Bought
pure storage inc	5,187,960
bce inc	4,644,110
snowflake inc	3,581,440
robinhood mkts inc	3,313,750
walmart inc	3,266,240
rocket lab corp	3,040,450
advanced micro devices inc	2,887,240
vizsla silver corp	2,459,890

New stocks bought by K.J. Harrison & Partners Inc

Additions

Ticker	% Inc.
oreilly automotive inc	1,400
ishares bitcoin trust etf	266
canadian pacific kansas city	184
shopify inc	181
boeing co	156
newmont corp	139
enbridge inc	127
celestica inc	107

Additions to existing portfolio by K.J. Harrison & Partners Inc

Reductions

Ticker	% Reduced
unitedhealth group inc	-80.52
union pac corp	-74.87
sherwin williams co	-71.58
intel corp	-62.05
disney walt co	-60.39
canadian nat res ltd	-53.43
tc energy corp	-42.76
schwab charles corp	-36.4

K.J. Harrison & Partners Inc reduced stake in above stock

Sold off

Ticker	$ Sold
brown forman corp	-3,394,000
rocket lab usa inc	-894,000
nike inc	-2,548,850
zoom communications inc	-2,213,100
on hldg ag	-1,273,680
kraneshares trust	-749,867
schlumberger ltd	-836,878
mosaic co new	-540,200

K.J. Harrison & Partners Inc got rid off the above stocks

Sector Distribution

K.J. Harrison & Partners Inc has about 36.4% of it's holdings in Others sector.

Sector	%
Others	36.4
Technology	18
Industrials	8.8
Financial Services	8.1
Consumer Cyclical	8
Communication Services	7.6
Healthcare	5.6
Basic Materials	3.9
Consumer Defensive	2.3

Market Cap. Distribution

K.J. Harrison & Partners Inc has about 59.9% of it's portfolio invested in the large-cap and mega-cap stocks.

Category	%
UNALLOCATED	36.8
MEGA-CAP	31.9
LARGE-CAP	28
MID-CAP	2.4

Stocks belong to which Index?

About 52.2% of the stocks held by K.J. Harrison & Partners Inc either belong to S&P 500 or RUSSELL 2000 index.

Index	%
S&P 500	49.4
Others	47.9
RUSSELL 2000	2.8

Top 5 Winners (%)		%
CRDO	credo technology group holdi	54.0 %
HOOD	robinhood mkts inc	51.6 %
NFLX	netflix inc	40.0 %
MU	micron technology inc	38.4 %
NVDA	nvidia corporation	35.2 %

Top 5 Winners ($)		$
MSFT	microsoft corp	6.0 M
META	meta platforms inc	4.4 M
NVDA	nvidia corporation	3.1 M
AMZN	amazon com inc	2.9 M
GS	goldman sachs group inc	1.5 M

Top 5 Losers (%)		%
ORLY	oreilly automotive inc	-93.5 %
UNH	unitedhealth group inc	-40.2 %
TMO	thermo fisher scientific inc	-18.5 %
LULU	lululemon athletica inc	-13.3 %
WSO	watsco inc	-12.7 %

Top 5 Losers ($)		$
ORLY	oreilly automotive inc	-59.9 M
AAPL	apple inc	-2.9 M
UNH	unitedhealth group inc	-2.1 M
WSO	watsco inc	-0.6 M
CPRT	copart inc	-0.4 M

K.J. Harrison & Partners Inc Holdings Map

This heatmap illustrates the top 50 positions within the fund's portfolio.

Current Stock Holdings of K.J. Harrison & Partners Inc

K.J. Harrison & Partners Inc has 183 stocks in it's portfolio. About 30.3% of the portfolio is in top 10 stocks. ORLY proved to be the most loss making stock for the portfolio. MSFT was the most profitable stock for K.J. Harrison & Partners Inc last quarter.

Last Reported on: 05 Aug, 2025

	Ticker	Namesorted descending	% Portfolio	Shares Held	$ Value	Type	% Change
	AAPL	apple inc	5.68	167,032	34,270,000	reduced	-0.75
Historical Trend of APPLE INC Position Held By K.J. Harrison & Partners Inc What % of Portfolio is AAPL?: Number of AAPL shares held: Change in No. of Shares Held:
	MSFT	microsoft corp	4.54	55,044	27,379,400	added	19.61

	AMZN	amazon com inc	3.74	102,996	22,596,300	added	8.31

		royal bk cda	3.40	155,965	20,516,800	added	22.81

	META	meta platforms inc	3.28	26,830	19,803,000	reduced	-1.07

		berkshire hathaway inc del	2.33	28,921	14,049,000	unchanged	0.00

	NVDA	nvidia corporation	1.98	75,732	11,964,900	added	58.93

		berkshire hathaway inc del	1.93	16.00	11,660,800	unchanged	0.00

	FCX	freeport-mcmoran inc	1.73	240,541	10,427,500	added	34.21

		canadian imperial bk comm	1.65	140,272	9,938,200	reduced	-14.08

	GOOG	alphabet inc	1.59	54,602	9,622,510	reduced	-6.82

	COST	costco whsl corp new	1.41	8,587	8,500,620	reduced	-10.68

	NEM	newmont corp	1.36	141,287	8,231,380	added	139

		agnico eagle mines ltd	1.26	64,176	7,631,690	added	87.78

	V	visa inc	1.26	21,360	7,583,870	reduced	-9.71

	GOOG	alphabet inc	1.25	42,613	7,559,120	added	17.11

	HD	home depot inc	1.23	20,260	7,428,130	added	32.77

		ishares bitcoin trust etf	1.21	119,228	7,297,950	added	266

	WCN	waste connections inc	1.21	39,123	7,294,660	reduced	-11.57

	PHYS	sprott physical gold tr	1.15	274,198	6,941,870	added	51.95