K.J. Harrison & Partners Inc
SEC Form 13F institutional filer · CIK 0001418359
13F-HR · 95 reported holdings · 2026-03-31
Reported long-US-equity value
$0.33B
Top-10 concentration
48.2%
K.J. Harrison & Partners Inc — $325M AUM allocation strategy
K.J. Harrison & Partners Inc files SEC Form 13F and reports $325M of long US equity value across 95 reported holdings for 2026-03-31.
Its largest sector bet is Information Technology 25.0%, followed by Financials 13.8% and Communication Services 9.6%.
The top 10 holdings account for 48% of reported value — a broadly spread portfolio. The sector and industry splits below are of the same reported value. Track quarter-over-quarter adds, trims, new positions and exits below — sourced from SEC 13F filings, public domain.
K.J. Harrison & Partners Inc — latest SEC 13F insights
Reported long-US-equity value (13F AUM)
$325M
total across 95 reported holdings · 2026-03-31 · excludes shorts, cash, non-US
Top-10 concentration
48% of value
higher = narrower conviction; lower = spread / hedging
Biggest adds (shares)
+$INTC +124K sh · +$6.23M+$NVDA +42.3K sh · +$6.83M+$MS +13K sh · +$1.78M
Biggest trims (shares)
−$RL −190K sh · −$4.05M−$FCX −63.5K sh · −$2.35M−$AMZN −47K sh · −$12.4M
Exited to nil (held last quarter, gone now)
$SPY ($4.06M last qtr)$MRK ($3.57M last qtr)$CRM ($3M last qtr)$EBAY ($2.76M last qtr)$SBUX ($2.62M last qtr)
Sector allocation (share of reported value)
each slice is a share of the reported long-US-equity value — smaller sectors and the rest of the book roll into “Other holdings”
Qtr shift = share-point change vs the prior quarter's filing — first period tracked for this filer; the column fills in with the next quarterly refresh.
Industry allocation (share of reported value)
- Technology Hardware, Storage & Peripherals13.3%—
- Interactive Media & Services9.6%—
- Semiconductors7.8%—
- Investment Banking & Brokerage5.5%—
- Broadline Retail4.5%—
- Multi-Sector Holdings4.3%—
- Systems Software3.9%—
- Aerospace & Defense3.5%—
- Other holdings47.6%—
the finer GICS cut of the same book — same denominator — smaller industries roll into “Other holdings”
Qtr shift = share-point change vs the prior quarter's filing — first period tracked for this filer; the column fills in with the next quarterly refresh.
Top S&P 500 holdings
10 of 10 rows · sorted by Value ↓
| Ticker | Holding | Shares | Value | Δ QoQ | Weight |
|---|---|---|---|---|---|
| $AAPL | Apple Inc | 170K | $43.3M | -27.1K | 13.3% |
| $GOOG | Alphabet Inc. Class C Capital Stock | 54K | $15.5M | +12 | 4.8% |
| $NVDA | NVIDIA Corporation | 88.3K | $15.4M | +42.3K | 4.7% |
| $AMZN | Amazon.com Inc | 69.9K | $14.5M | -47K | 4.5% |
| $BRK.B | Berkshire Hathaway Inc.-Class B | 28.9K | $13.9M | +7 | 4.3% |
| $MSFT | Microsoft Corporation | 34K | $12.6M | -19.1K | 3.9% |
| $HONA | Honeywell Aerospace Inc | 16 | $11.5M | +0 | 3.5% |
| $GS | Goldman Sachs Group Inc | 13K | $11M | +2.8K | 3.4% |
| $INTC | Intel Corporation | 227K | $10M | +124K | 3.1% |
| $META | Meta Platforms Inc | 16.1K | $9.2M | -4.01K | 2.8% |
…and 85 more holdings in the full 13F filing (top positions only shown).
SEC Form 13F data sets · public domain · 45-day filing lag · >$100M AUM managers · as reported
← All 13F filers·← QuantOrb.pro
How to read Δ QoQ — the five insight categories, and the caveats
The categories. Analysts, quants and retail traders look past total portfolio value to isolate actionable signals. Five categories matter.
Conviction & concentration shifts
New positions vs complete exits — a brand-new stock signals high conviction; a full liquidation suggests a broken thesis or tax-loss harvesting. Aggressive sizing — look at share count, not dollars: a 20% share increase during a drawdown is strong dip-buying. Concentration — a narrowing top-5/10 means conviction; spreading capital across more names means hedging.
Sector & macro allocation rotations
Aggregating Δ QoQ moves across sectors shows where smart money is leaning in or sneaking out — rotating out of growth into defensives or energy, for example. The fund's total long equity exposure quarter-over-quarter is a proxy for overall institutional risk appetite.
Crowding & smart-money consensus
When several managers initiate or expand the same stock in the same quarter, that is institutional consensus. Contrarian reads: top pickers buying hard into a beaten-down name the market is selling.
Derivative & option overlays
Reported call/put changes indicate whether managers are adding downside hedges or leveraging upside exposure. Note: a long increase may be half of a market-neutral pair trade.
Who reads this
| Retail "cloners" | High-conviction ideas to replicate ~45 days after quarter-end. |
| Corporate IR | Which funds bought or dumped the stock, before the next call. |
| Quant / algo traders | Cross-sectional factor inputs: flow, momentum, ownership. |
Four caveats before you trade on it
- 45-day lag — holdings are quarter-end; positions may already be closed.
- Long-only — 13Fs miss shorts, pair trades and cash.
- No non-US / fixed income — the picture is US equities plus options.
- Corporate actions — splits and spinoffs distort raw share deltas.
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