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13F holdings · Q2 2026

K.J. Harrison & Partners

Toronto, A6 · files as K.J. Harrison & Partners Inc
Holdings as of Jun 30, 2026Filed Aug 7, 2026Next filing due Nov 16, 2026CIK 1418359

K.J. Harrison & Partners reported 224 stocks worth $706M in its 13F filing for Q2 2026, filed Aug 7, 2026. Its largest holdings are AAPL (7.5%), RY (3.3%) and GOOGL (3.0%). Compared with Q1 2026, the fund opened new positions in PSCT, CEF and GFL, added to AAPL, GOOGL and AMZN, trimmed RY, CM and PHYS and sold out of IEX, XLE and UPS.

Reported value$706M+16.0% vs last quarter
Stocks held22456 new · 57 sold out
Top 5 weight19.1%spread out
Turnover45%of the portfolio changed
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Holdings

#StockValueWeightSharesChangeShares, 8 qtrsHeld
1
AAPL
Apple Inc
$53.1M7.5%184K+13K (+8%)8 of 8
2
RY
Royal BK Cda
$23.3M3.3%113K−13K (−10%)8 of 8
3
GOOGL
Alphabet Inc
$21.5M3.0%60K+6,110 (+11%)8 of 8
4
AMZN
Amazon Com Inc
$20.7M2.9%87K+17K (+24%)8 of 8
5
MSFT
Microsoft Corp
$15.9M2.3%43K+8,569 (+25%)8 of 8
6
CM
Canadian Imperial BK Comm
$15.2M2.2%133K−6,230 (−4%)8 of 8
7
PHYS
Sprott Physical Gold TR
$14.8M2.1%492K−13K (−3%)7 of 8
8
BRK.B
Berkshire Hathaway Inc Del
$14.5M2.0%29KNo change8 of 8
9
INTC
Intel Corp
$14M2.0%100K−127K (−56%)8 of 8
10
BRK.A
Berkshire Hathaway Inc Dclass A
$12M1.7%16No change8 of 8
🔒 214 more holdings in this filing. Create a free account or sign in to see them all.

Positions at Jun 30, 2026, as reported. Change is against the fund's Q1 2026 filing; weight is the share of the fund's reported stocks.

Sold out

held in Q1 2026, gone in Q2 2026
StockValue last quarterShares sold
IEX
Idex Corp
$3.8M20K
XLE
Select Sector Spdr TR
$2.5M40K
UPS
United Parcel Service Inc
$2.4M24K
INTU
Intuit
$2.1M4,900
NET
Cloudflare Inc
$2.1M10K

🔒 Free account: see all 30.

Reported value

last 8 quarters
$662MQ3 '24
$638MQ4 '24
$512MQ1 '25
$604MQ2 '25
$699MQ3 '25
$752MQ4 '25
$608MQ1 '26
$706MQ2 '26

The value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.

Filings for Q2 2026

straight from the SEC
FiledFormQuarter
Aug 7, 202613F-HRQ2 2026SEC filing ↗

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K.J. Harrison & Partners 13F FAQ

What does K.J. Harrison & Partners own?

K.J. Harrison & Partners reported 224 stocks worth $706M in its 13F filing for Q2 2026, filed Aug 7, 2026. The table above lists every position in the filing (the top 10 without an account).

What did K.J. Harrison & Partners buy and sell in Q2 2026?

Compared with Q1 2026: 56 new positions, 50 added to, 75 trimmed and 57 sold out. New positions include PSCT, CEF and GFL. It sold all of IEX, XLE and UPS.

When will K.J. Harrison & Partners file its next 13F?

Holdings as of Sep 30, 2026 are due by Nov 16, 2026. The filing appears on this page within minutes of reaching the SEC.

How much is K.J. Harrison & Partners's portfolio worth?

The Q2 2026 filing reports $706M in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.

For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.