K.J. Harrison & Partners Inc

Q2 2026 13F-HR Holdings

Location
Toronto, A6
Holdings as of
6/30/2026
Date filed
8/7/2026
Form type
13F-HR
Num holdings
224
Total value ($000)
$705,708
Net value change ($000)
+97,480 (16.0%)
New positions
56
Sold out positions
57
Turnover %
19.8%
Sector allocation + QoQ delta (equities-only)
Prev filing: 4/28/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q1 2026
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
AAPL 9,884 22.8%
AMZN 6,153 42.3%
GOOGL 5,955 38.3%
PSCT 5,545 NEW
UNP 5,509 966.5%
GE 5,371 200.0%
XHB 5,195 154.8%
TSM 5,128 581.4%
CP 4,956 105.9%
CEF 4,845 NEW
Top Reduces (Value $000, Stocks/ETFs)
NVDA -4,278 -27.8%
AEM -4,035 -36.8%
XLK -3,951 -57.8%
IEX -3,791 -100.0%
GDXJ -3,336 -47.7%
PHYS -3,074 -17.2%
GDX -2,896 -60.0%
HAL -2,591 -60.4%
XLE -2,450 -100.0%
UPS -2,361 -100.0%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type