Fund Holdings

K.J. Harrison & Partners Inc

Filing Period:
Securities
SharesValue ($K)
Q2 2025
Q3 2025
Change
Q2 2025
Q3 2025
Weight (%)
Change
APPLE INC(AAPL)167,032198,969+31,93734,269,95551,160,8997.32%+16,890,944
SPROTT ASSET MANAGEMENT LP(PHYS)0286,496+286,49608,484,2871.21%+8,484,287
ISHARES ETHEREUM TR(ETHA)0217,500+217,50007,405,8751.06%+7,405,875
TESLA INC(TSLA)6,84120,842+14,0012,173,1129,087,1121.30%+6,914,000
SPROTT ASSET MANAGEMENT LP(PSLV)0433,957+433,95706,840,5020.98%+6,840,502
ALPHABET INC(GOOG)42,61357,434+14,8217,559,12014,153,4612.02%+6,594,341
PEMBINA PIPELINE CORP(PBA)43,060163,060+120,0001,613,7646,473,1190.93%+4,859,355
BANK NOVA SCOTIA HALIFAX61,630123,615+61,9853,401,5538,044,7581.15%+4,643,205
GE AEROSPACE(GE)015,462+15,46204,630,0960.66%+4,630,096
AMAZON COM INC(AMZN)102,996120,831+17,83522,596,29226,874,0233.84%+4,277,731
VANECK ETF TRUST25,15955,180+30,0211,700,4975,498,1350.79%+3,797,638
ALPHABET INC(GOOG)54,60254,398-2049,622,51013,365,0451.91%+3,742,535
ELI LILLY & CO(LLY)5,5829,692+4,1104,351,3367,945,9861.14%+3,594,650
ISHARES TR9,45822,458+13,0002,040,9425,480,2010.78%+3,439,259
NUTRIEN LTD(NTR)63,656118,796+55,1403,702,3417,094,7491.02%+3,392,408
CANADIAN PACIFIC KANSAS CITY(CP)47,53093,990+46,4603,768,8167,128,5121.02%+3,359,696
NEWMONT CORP(NEM)141,287133,244-8,0438,231,38111,516,2791.65%+3,284,898
NCR ATLEOS CORPORATION(NATL)079,100+79,10003,111,7940.45%+3,111,794
TFI INTL INC(TFII)034,670+34,67003,105,2280.44%+3,105,228
ORACLE CORP(ORCL)010,551+10,55103,046,9180.44%+3,046,918
BLOOM ENERGY CORP20,00039,000+19,000478,4003,432,0000.49%+2,953,600
MERCK & CO INC(MRK)8,15040,100+31,950645,1543,589,3510.51%+2,944,197
AGNICO EAGLE MINES LTD(AEM)64,17662,176-2,0007,631,69010,451,4281.50%+2,819,738
ISHARES TR025,000+25,00002,706,5000.39%+2,706,500
SPDR SERIES TRUST040,000+40,00002,512,8000.36%+2,512,800
SHOPIFY INC(SHOP)44,22750,227+6,0005,091,4707,598,6191.09%+2,507,149
KRANESHARES TRUST056,480+56,48002,425,2510.35%+2,425,251
VERTIV HOLDINGS CO(VRT)015,000+15,00002,424,6000.35%+2,424,600
WALMART INC(WMT)33,40455,404+22,0003,266,2435,634,5870.81%+2,368,344
SPDR SERIES TRUST020,000+20,00002,232,8000.32%+2,232,800
COINBASE GLOBAL INC(COIN)06,000+6,00002,232,4200.32%+2,232,420
NEBIUS GROUP N.V.(NBIS)016,700+16,70002,102,0290.30%+2,102,029
NXP SEMICONDUCTORS N V09,205+9,20502,096,0250.30%+2,096,025
IMPINJ INC(PI)16,20021,200+5,0001,799,3343,873,8760.55%+2,074,542
UBER TECHNOLOGIES INC(UBER)021,000+21,00002,028,8100.29%+2,028,810
JPMORGAN CHASE & CO.(JPM)22,83527,835+5,0006,620,0958,560,6541.22%+1,940,559
CATERPILLAR INC(CAT)4,1257,125+3,0001,601,3663,495,3110.50%+1,893,945
SPDR SERIES TRUST5,80021,800+16,000480,9942,236,4620.32%+1,755,468
CANADIAN NATL RY CO(CNI)8,58327,516+18,933892,6502,598,0870.37%+1,705,437
HUDBAY MINERALS INC(HBM)0108,950+108,95001,683,0560.24%+1,683,056
TAT TECHNOLOGIES LTD45,00070,000+25,0001,374,3003,032,0500.43%+1,657,750
CANADIAN IMPERIAL BANK OF CO(CM)140,272142,920+2,6489,938,20411,535,5471.65%+1,597,343
MEDTRONIC PLC(MDT)016,620+16,62001,586,8780.23%+1,586,878
HOLOGIC INC30,50052,500+22,0001,987,3803,565,2750.51%+1,577,895
BIOGEN INC(BIIB)010,006+10,00601,553,4320.22%+1,553,432
NIKE INC(NKE)020,152+20,15201,502,7350.21%+1,502,735
GLOBAL PMTS INC(GPN)017,200+17,20001,486,4240.21%+1,486,424
FABRINET(FN)04,000+4,00001,478,2400.21%+1,478,240
ROCKET LAB CORP(RKLB)85,00086,000+1,0003,040,4504,512,4200.65%+1,471,970
FTAI AVIATION LTD(FTAI)29,20028,000-1,2003,359,1684,820,4800.69%+1,461,312
VICTORIAS SECRET AND CO(VSXY)050,000+50,00001,459,0000.21%+1,459,000
TERADYNE INC(TER)010,000+10,00001,445,2500.21%+1,445,250
VANGUARD INDEX FDS04,370+4,37001,441,1820.21%+1,441,182
REGENERON PHARMACEUTICALS(REGN)2,0014,091+2,0901,050,5252,454,6000.35%+1,404,075
INTEL CORP(INTC)42,79862,784+19,986958,6752,341,8430.34%+1,383,168
ROYAL BK CDA(RY)155,965149,531-6,43420,516,77721,893,6603.13%+1,376,883
GOLDMAN SACHS GROUP INC(GS)8,2399,231+9925,831,1527,194,4571.03%+1,363,305
BCE INC(BCE)209,800257,556+47,7564,644,1115,981,9100.86%+1,337,799
BRP INC(DOO)020,000+20,00001,335,9590.19%+1,335,959
BHP GROUP LTD30,00550,005+20,0001,442,9402,775,2780.40%+1,332,338
NORWEGIAN CRUISE LINE HLDG L050,000+50,00001,228,5000.18%+1,228,500
THERMO FISHER SCIENTIFIC INC(TMO)2,3783,878+1,500964,1842,035,7950.29%+1,071,611
DISNEY WALT CO(DIS)7,61617,616+10,000944,4601,975,4580.28%+1,030,998
LOCKHEED MARTIN CORP(LMT)02,055+2,05501,026,1850.15%+1,026,185
OLD DOMINION FREIGHT LINE IN(ODFL)07,181+7,18101,009,6490.14%+1,009,649
TELESAT CORP(TSAT)25,40058,000+32,600616,9871,608,7800.23%+991,793
HALLIBURTON CO(HAL)040,356+40,3560983,8790.14%+983,879
EBAY INC.(EBAY)011,100+11,1000981,2400.14%+981,240
MONOLITHIC PWR SYS INC(MPWR)01,000+1,0000930,5100.13%+930,510
DOMO INC060,000+60,0000924,0000.13%+924,000
QXO INC(QXO)50,000100,000+50,0001,077,0001,991,0000.28%+914,000
MICRON TECHNOLOGY INC(MU)15,00815,000-81,849,7362,756,2500.39%+906,514
POTLATCHDELTIC CORPORATION020,000+20,0000846,2000.12%+846,200
SELECT SECTOR SPDR TR25,47725,47706,450,0127,294,7021.04%+844,690
BANK MONTREAL QUE52,48850,847-1,6415,805,8816,622,5280.95%+816,647
PEPSICO INC(PEP)05,661+5,6610805,6170.12%+805,617
SAMSARA INC(IOT)020,000+20,0000782,6000.11%+782,600
SEAGATE TECHNOLOGY HLDNGS PL03,000+3,0000764,2200.11%+764,220
MATERION CORP(MTRN)06,005+6,0050741,3770.11%+741,377
VANECK ETF TRUST41,43937,435-4,0042,157,3142,886,2390.41%+728,925
BECTON DICKINSON & CO(BDX)03,680+3,6800705,0880.10%+705,088
AVNET INC013,000+13,0000675,8700.10%+675,870
EATON CORP PLC(ETN)8052,505+1,700287,377943,7840.14%+656,407
CAPITAL ONE FINL CORP(COF)03,000+3,0000641,3400.09%+641,340
XPO INC(XPO)05,000+5,0000634,2000.09%+634,200
GENIUS SPORTS LIMITED050,000+50,0000597,0000.09%+597,000
TRIPADVISOR INC(TRIP)035,000+35,0000548,4500.08%+548,450
VSE CORP(VSEC)26,20024,000-2,2003,431,6763,976,8000.57%+545,124
ALLISON TRANSMISSION HLDGS I(ALSN)06,200+6,2000536,5480.08%+536,548
JOBY AVIATION INC(JOBY)030,000+30,0000534,0000.08%+534,000
ADVISORSHARES TR095,962+95,9620502,8410.07%+502,841
MICROSOFT CORP(MSFT)55,04454,051-99327,379,43627,876,2633.99%+496,827
OSHKOSH CORP(OSK)03,550+3,5500460,0800.07%+460,080
NVIDIA CORPORATION(NVDA)75,73265,769-9,96311,964,89912,423,1061.78%+458,207
BROOKFIELD CORP(BN)68,93168,93104,258,2314,698,2480.67%+440,017
SOMNIGROUP INTERNATIONAL INC(SGI)30,00029,000-1,0002,041,5002,434,8400.35%+393,340
VIZSLA SILVER CORP(VZLA)834,833651,500-183,3332,459,8912,841,5350.41%+381,644
SPDR S&P 500 ETF TR(SPY)5,8305,950+1203,602,0663,981,8590.57%+379,793
PFIZER INC(PFE)59,36365,363+6,0001,438,9591,770,0300.25%+331,071
CANADIAN NAT RES LTD(CNQ)151,665161,665+10,0004,757,9435,085,1010.73%+327,158
Page 1 of 3