1y return+25.3%S&P 500 +20.9%
3y return+62.2%S&P 500 +68.5%
These returns are for its stock picks as disclosed on Form 13F: last quarter's holdings, valued at this quarter's prices. They miss trades within each quarter, short positions, options, bonds, cash and fees, so they aren't the returns its clients got.
$100 invested in its stock picks
Since March 31, 2023: $173 against $182 in the S&P 500.2
K.J. Harrison & Partners IncS&P 500 (SPY)
Top holdings
At the end of June 30, 2026. Change is in shares since the quarter before.2
| Stock | Value | Share of portfolio | Change |
|---|---|---|---|
| AAPLApple Inc | $53.1M | 7.5% | +7.7% |
| RYRoyal Bk Cda | $23.3M | 3.3% | −10.1% |
| GOOGLAlphabet Inc | $21.5M | 3.0% | +11.3% |
| AMZNAmazon Com Inc | $20.7M | 2.9% | +24.3% |
| MSFTMicrosoft Corp | $15.9M | 2.2% | +25.2% |
| CMCanadian Imperial Bank Of Co | $15.2M | 2.2% | −4.5% |
| PHYSSprott Asset Management LP | $14.8M | 2.1% | −2.6% |
| BRK/BBerkshire Hathaway Inc Del | $14.5M | 2.1% | |
| INTCIntel Corp | $14.0M | 2.0% | −55.9% |
| BRK/ABerkshire Hathaway Inc Del | $12.0M | 1.7% | |
| NVDANvidia Corporation | $11.1M | 1.6% | −37.1% |
| GSGoldman Sachs Group Inc | $10.4M | 1.5% | −21.2% |
| METAMeta Platforms Inc | $9.7M | 1.4% | +6.8% |
| CPCanadian Pacific Kansas City | $9.6M | 1.4% | +86.8% |
| JPMJpmorgan Chase & Co | $9.2M | 1.3% | −2.4% |
| RBARb Global Inc | $9.0M | 1.3% | −13.1% |
| TDToronto Dominion Bk Ont | $8.6M | 1.2% | |
| XHBSpdr Series Trust | $8.6M | 1.2% | +117.6% |
| PSLVSprott Asset Management LP | $8.4M | 1.2% | +106.5% |
| BMOBank Montreal Medium | $8.2M | 1.2% | −2.6% |
| GEGe Aerospace | $8.1M | 1.1% | +127.8% |
| TFIITfi International Inc | $8.0M | 1.1% | −4.1% |
| COPXGlobal X Fds | $7.8M | 1.1% | +55.1% |
| TSLATesla Inc | $7.5M | 1.1% | +72.2% |
| ITBIshares Tr | $7.0M | 1.0% | +42.6% |
Best picks still held
How each current holding has done since the quarter it first appeared in its filings (up to six years back).
| Stock | Held since | Return since | Now worth |
|---|---|---|---|
| GOOGLAlphabet Inc | June 30, 2020 | +404.0% | $21.5M |
| CNQCanadian Nat Res Ltd Med Ter | June 30, 2020 | +354.1% | $5.2M |
| MSMorgan Stanley | June 30, 2020 | +332.8% | $5.7M |
| NVDANvidia Corporation | December 31, 2023 | +304.0% | $11.1M |
| CATCaterpillar Inc | December 31, 2023 | +260.2% | $6.6M |
| JPMJpmorgan Chase & Co | June 30, 2020 | +248.0% | $9.2M |
| CMCanadian Imperial Bank Of Co | June 30, 2020 | +243.6% | $15.2M |
| BMOBank Montreal Medium | June 30, 2020 | +233.0% | $8.2M |
| AAPLApple Inc | June 30, 2020 | +217.3% | $53.1M |
| RYRoyal Bk Cda | June 30, 2020 | +205.3% | $23.3M |
Sold off last quarter
- IEXIdex Corp was $3.8M
- XLESelect Sector Spdr Tr was $2.5M
- UPSUnited Parcel Svcs Inc was $2.4M
- INTUIntuit was $2.1M
- NETCloudflare Inc was $2.1M
- CRWDCrowdstrike Hldgs Inc was $2.0M
- QXOQxo Inc was $1.9M
- SNDKSandisk Corp was $1.9M
- Tat Technologies LtdCUSIP M8740S227 was $1.9M
- Ferrari N VCUSIP N3167Y103 was $1.7M
Quarter by quarter
| Quarter | Its picks | S&P 500 |
|---|---|---|
| June 30, 2026 | +10.3% | +14.8% |
| March 31, 2026 | −2.1% | −4.6% |
| December 31, 2025 | +5.3% | +2.4% |
| September 30, 2025 | +10.1% | +7.8% |
| June 30, 2025 | +8.7% | +10.5% |
| March 31, 2025 | −4.0% | −4.6% |
| December 31, 2024 | +0.4% | +2.1% |
| September 30, 2024 | +7.4% | +5.4% |
| June 30, 2024 | +1.1% | +4.0% |
| March 31, 2024 | +6.2% | +10.0% |
| December 31, 2023 | +11.4% | +11.2% |
| September 30, 2023 | −3.7% | −3.6% |
| June 30, 2023 | +6.7% | +8.3% |
| December 31, 2022 | +5.0% | +7.1% |
| September 30, 2022 | −4.8% | −5.3% |
| June 30, 2022 | −19.9% | −16.5% |
| March 31, 2022 | −3.5% | −4.9% |
| December 31, 2021 | +7.2% | +10.7% |
Sources
Every number on this page points here. Each one links to the public record.
- 1SEC EDGAR: K.J. Harrison & Partners Inc Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=1418359&type=13F-HR&dateb=&owner=include&count=40CIK 1418359
- 2SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/1418359/000141835926000003/Filed August 7, 2026 · accession 0001418359-26-000003