# EDGAR Filing Document

**Accession Number:** 0001418359
**File Stem:** 0001085146-25-004519
**Filing Date:** 2025-8
**Character Count:** 23408
**Document Hash:** 48d29771453b50dacd5a0a1295088010
**Contains OCR:** False
**Source Format:** 

## Filing Content

## Filing Summary
**0001085146-25-004519.hdr.sgml**: 20250805

**ACCESSION NUMBER**: 0001085146-25-004519

**CONFORMED SUBMISSION TYPE**: 13F-HR

**PUBLIC DOCUMENT COUNT**: 2

**CONFORMED PERIOD OF REPORT**: 20250630

**FILED AS OF DATE**: 20250805

**DATE AS OF CHANGE**: 20250805

**EFFECTIVENESS DATE**: 20250805

**FILER**: 

**COMPANY DATA:**
- **COMPANY CONFORMED NAME:** K.J. Harrison & Partners Inc
- **CENTRAL INDEX KEY:** 0001418359

**ORGANIZATION NAME:**
- **EIN:** 000000000
- **STATE OF INCORPORATION:** A6
- **FISCAL YEAR END:** 1231

**FILING VALUES:**
- **FORM TYPE:** 13F-HR
- **SEC ACT:** 1934 Act
- **SEC FILE NUMBER:** 028-12625
- **FILM NUMBER:** 251183554

**BUSINESS ADDRESS:**
- **STREET 1:** 60 BEDFORD ROAD
- **CITY:** TORONTO
- **STATE:** A6
- **ZIP:** M5R2K2
- **BUSINESS PHONE:** 4168678252

**MAIL ADDRESS:**
- **STREET 1:** 60 BEDFORD ROAD
- **CITY:** TORONTO
- **STATE:** A6
- **ZIP:** M5R2K2

### FORM 13F COVER PAGE

**Report for the Calendar Year or Quarter Ended:** 06-30-2025

**Check here if Amendment** [ ] **Amendment Number:** 

**This Amendment (Check only one.):** [ ] is a restatement.

[ ] adds new holdings entries.

**Institutional Investment Manager Filing this Report:**

**Name:** K.J. Harrison  Partners Inc<br>**Address:** 60 BEDFORD ROAD<br>TORONTO, A6 M5R2K2

**Form 13F File Number:** 028-12625

The institutional investment manager filing this report and the person by whom it is signed hereby represent that the person signing the report is authorized to submit it, that all information contained herein is true, correct and complete, and that it is understood that all required items, statements, schedules, lists, and tables, are considered integral parts of this form.

**Person Signing this Report on Behalf of Reporting Manager:**

**Name:** Sindy Jagger<br>**Title:** Chief Compliance Officer<br>**Phone:** 416-867-8252

**Signature, Place, and Date of Signing:**

/s/   Sindy Jagger  Toronto, A6  08-05-2025<br>[Signature]  [City, State]  [Date]

**Report Type (Check only one.):**

[x] **13F HOLDINGS REPORT.** (Check here if all holdings of this reporting manager are reported in this report.)

[ ] **13F NOTICE.** (Check here if no holdings are reported in this report, and all holdings are reported by other reporting manager(s).)

[ ] **13F COMBINATION REPORT.** (Check here if a portion of the holdings for this reporting manager are reported in this report and a portion are reported by other reporting manager(s).)

### Form 13F Summary Page

**Report Summary:**

**Number of Other Included Managers:** 0

**Form 13F Information Table Entry Total:** 183

**Form 13F Information Table Value Total:** $603565148

      (round to nearest dollar)

**List of Other Included Managers:**

Provide a numbered list of the name(s) and Form 13F file number(s) of all institutional investment managers with respect to which this report is filed, other than the manager filing this report.

[If there are no entries in this list, state “NONE” and omit the column headings and list entries.]

**NONE**

### FORM 13F INFORMATION TABLE

---

|  |  |  |  |  |  |  |  |  |  |  |  |  |
| --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- |
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | FIGI | VALUE (x$1000) | SHRS OR PRN AMT | SH/PRN | PUT/CALL | INVESTMENT DISCRETION | OTHER MANAGER | VOTING AUTHORITY | VOTING AUTHORITY | VOTING AUTHORITY |
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | FIGI | VALUE (x$1000) | SHRS OR PRN AMT | SH/PRN | PUT/CALL | INVESTMENT DISCRETION | OTHER MANAGER | SOLE | SHARED | NONE |
| ABBOTT LABS | COM | 002824100 | BBG001S5N9M6 | 852103 | 6265 | SH |  | SOLE |  | 6265 | 0 | 0 |
| ACCENTURE PLC IRELAND | SHS CLASS A | G1151C101 | BBG001SCXK90 | 886194 | 2840 | SH |  | SOLE |  | 2840 | 0 | 0 |
| ADVANCED MICRO DEVICES INC | COM | 007903107 | BBG001S5NN36 | 2887239 | 20347 | SH |  | SOLE |  | 20347 | 0 | 0 |
| AGNICO EAGLE MINES LTD | COM | 008474108 | BBG001S77MK3 | 7631690 | 64176 | SH |  | SOLE |  | 64176 | 0 | 0 |
| ALPHABET INC | CAP STK CL A | 02079K305 | BBG009S39JY5 | 9622510 | 54602 | SH |  | SOLE |  | 54602 | 0 | 0 |
| ALPHABET INC | CAP STK CL C | 02079K107 | BBG009S3NB21 | 7559120 | 42613 | SH |  | SOLE |  | 42613 | 0 | 0 |
| AMAZON COM INC | COM | 023135106 | BBG001S5PQL7 | 22596292 | 102996 | SH |  | SOLE |  | 102996 | 0 | 0 |
| AMETEK INC | COM | 031100100 | BBG001S5NN54 | 950945 | 5255 | SH |  | SOLE |  | 5255 | 0 | 0 |
| AMRIZE LTD | SHS | H2927K103 | BBG01T2JZYW3 | 495500 | 10000 | SH |  | SOLE |  | 10000 | 0 | 0 |
| APPLE INC | COM | 037833100 | BBG001S5N8V8 | 34269955 | 167032 | SH |  | SOLE |  | 167032 | 0 | 0 |
| APPLOVIN CORP | COM CL A | 03831W108 | BBG006HFPX86 | 225452 | 644 | SH |  | SOLE |  | 644 | 0 | 0 |
| AUTOMATIC DATA PROCESSING IN | COM | 053015103 | BBG001S82KF6 | 247028 | 801 | SH |  | SOLE |  | 801 | 0 | 0 |
| BANK AMERICA CORP | COM | 060505104 | BBG001S5P0Y0 | 273084 | 5771 | SH |  | SOLE |  | 5771 | 0 | 0 |
| BANK MONTREAL QUE | COM | 063671101 | BBG001S5Y203 | 5805881 | 52488 | SH |  | SOLE |  | 52488 | 0 | 0 |
| BANK NOVA SCOTIA HALIFAX | COM | 064149107 | BBG001S5Y2B1 | 3401553 | 61630 | SH |  | SOLE |  | 61630 | 0 | 0 |
| BCE INC | COM NEW | 05534B760 | BBG001S5P2C0 | 4644111 | 209800 | SH |  | SOLE |  | 209800 | 0 | 0 |
| BERKSHIRE HATHAWAY INC DEL | CL A | 084670108 | BBG001S902J2 | 11660800 | 16 | SH |  | SOLE |  | 16 | 0 | 0 |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | 084670702 | BBG001S90346 | 14048954 | 28921 | SH |  | SOLE |  | 28921 | 0 | 0 |
| BHP GROUP LTD | SPONSORED ADS | 088606108 | BBG001S5P5K4 | 1442940 | 30005 | SH |  | SOLE |  | 30005 | 0 | 0 |
| BLOOM ENERGY CORP | COM CL A | 093712107 | BBG001T53509 | 478400 | 20000 | SH |  | SOLE |  | 20000 | 0 | 0 |
| BOEING CO | COM | 097023105 | BBG001S5P0V3 | 4840143 | 23100 | SH |  | SOLE |  | 23100 | 0 | 0 |
| BOOKING HOLDINGS INC | COM | 09857L108 | BBG001S89N72 | 358933 | 62 | SH |  | SOLE |  | 62 | 0 | 0 |
| BOSTON SCIENTIFIC CORP | COM | 101137107 | BBG001S63L94 | 5844071 | 54409 | SH |  | SOLE |  | 54409 | 0 | 0 |
| BP PLC | SPONSORED ADR | 055622104 | BBG001S5W4F5 | 299300 | 10000 | SH |  | SOLE |  | 10000 | 0 | 0 |
| BROOKFIELD ASSET MANAGMT LTD | CL A LMT VTG SHS | 113004105 | BBG019Z17GF9 | 439691 | 7959 | SH |  | SOLE |  | 7959 | 0 | 0 |
| BROOKFIELD CORP | CL A LTD VT SH | 11271J107 | BBG001SF86D7 | 4258231 | 68931 | SH |  | SOLE |  | 68931 | 0 | 0 |
| BROOKFIELD INFRAST PARTNERS | LP INT UNIT | G16252101 | BBG001S5P686 | 821080 | 24555 | SH |  | SOLE |  | 24555 | 0 | 0 |
| BROOKFIELD INFRASTRUCTURE CO | COM SUB VTG A | 11276H106 | BBG01RJ2TXY3 | 663864 | 15985 | SH |  | SOLE |  | 15985 | 0 | 0 |
| BROOKFIELD RENEWABLE PARTNER | PARTNERSHIP UNIT | G16258108 | BBG001SDHPH6 | 254489 | 10000 | SH |  | SOLE |  | 10000 | 0 | 0 |
| CADENCE DESIGN SYSTEM INC | COM | 127387108 | BBG001S65YK1 | 617533 | 2004 | SH |  | SOLE |  | 2004 | 0 | 0 |
| CAMECO CORP | COM | 13321L108 | BBG001S5Y5S6 | 1134646 | 15307 | SH |  | SOLE |  | 15307 | 0 | 0 |
| CANADIAN IMPERIAL BK COMM | COM | 136069101 | BBG001S5YBB1 | 9938204 | 140272 | SH |  | SOLE |  | 140272 | 0 | 0 |
| CANADIAN NAT RES LTD | COM | 136385101 | BBG001S5YC56 | 4757943 | 151665 | SH |  | SOLE |  | 151665 | 0 | 0 |
| CANADIAN NATL RY CO | COM | 136375102 | BBG001S8WVQ7 | 892650 | 8583 | SH |  | SOLE |  | 8583 | 0 | 0 |
| CANADIAN PACIFIC KANSAS CITY | COM | 13646K108 | BBG001S7F4Z8 | 3768816 | 47530 | SH |  | SOLE |  | 47530 | 0 | 0 |
| CARVANA CO | CL A | 146869102 | BBG00GCTWF71 | 1684800 | 5000 | SH |  | SOLE |  | 5000 | 0 | 0 |
| CATERPILLAR INC | COM | 149123101 | BBG001S5PJ06 | 1601366 | 4125 | SH |  | SOLE |  | 4125 | 0 | 0 |
| CCC INTELLIGENT SOLUTIONS HL | COM | 12510Q100 | BBG00WNSJM58 | 232427 | 24700 | SH |  | SOLE |  | 24700 | 0 | 0 |
| CELESTICA INC | COM | 15101Q207 | BBG001S9CXM7 | 4210599 | 27000 | SH |  | SOLE |  | 27000 | 0 | 0 |
| CENOVUS ENERGY INC | COM | 15135U109 | BBG001T2PJV8 | 1016427 | 74836 | SH |  | SOLE |  | 74836 | 0 | 0 |
| CISCO SYS INC | COM | 17275R102 | BBG001S6HC62 | 1755522 | 25303 | SH |  | SOLE |  | 25303 | 0 | 0 |
| CLEAN HARBORS INC | COM | 184496107 | BBG001S5PW98 | 3767078 | 16295 | SH |  | SOLE |  | 16295 | 0 | 0 |
| COLGATE PALMOLIVE CO | COM | 194162103 | BBG001S5PVM5 | 648117 | 7130 | SH |  | SOLE |  | 7130 | 0 | 0 |
| COPART INC | COM | 217204106 | BBG001S7MTB1 | 2464001 | 50214 | SH |  | SOLE |  | 50214 | 0 | 0 |
| CORTEVA INC | COM | 22052L104 | BBG00BN969D0 | 1811079 | 24300 | SH |  | SOLE |  | 24300 | 0 | 0 |
| COSTCO WHSL CORP NEW | COM | 22160K105 | BBG001S9KRQ7 | 8500615 | 8587 | SH |  | SOLE |  | 8587 | 0 | 0 |
| CREDO TECHNOLOGY GROUP HOLDI | ORDINARY SHARES | G25457105 | BBG00T68J2H9 | 925900 | 10000 | SH |  | SOLE |  | 10000 | 0 | 0 |
| CRH PLC | ORD | G25508105 | BBG001S61NK9 | 2370276 | 25820 | SH |  | SOLE |  | 25820 | 0 | 0 |
| DANAHER CORPORATION | COM | 235851102 | BBG001S5QGT0 | 1040048 | 5265 | SH |  | SOLE |  | 5265 | 0 | 0 |
| DESCARTES SYS GROUP INC | COM | 249906108 | BBG001SBJY34 | 285420 | 2815 | SH |  | SOLE |  | 2815 | 0 | 0 |
| DISNEY WALT CO | COM | 254687106 | BBG001S5QHF3 | 944460 | 7616 | SH |  | SOLE |  | 7616 | 0 | 0 |
| DOORDASH INC | CL A | 25809K105 | BBG005D7QCK1 | 1974545 | 8010 | SH |  | SOLE |  | 8010 | 0 | 0 |
| DRAFTKINGS INC NEW | COM CL A | 26142V105 | BBG0134WCMB3 | 1080828 | 25200 | SH |  | SOLE |  | 25200 | 0 | 0 |
| EATON CORP PLC | SHS | G29183103 | BBG001S5QZ45 | 287377 | 805 | SH |  | SOLE |  | 805 | 0 | 0 |
| ELI LILLY  CO | COM | 532457108 | BBG001S5STL8 | 4351336 | 5582 | SH |  | SOLE |  | 5582 | 0 | 0 |
| EMERA INC | COM | 290876101 | BBG001S8TF95 | 305750 | 6687 | SH |  | SOLE |  | 6687 | 0 | 0 |
| ENBRIDGE INC | COM | 29250N105 | BBG001S6Q6D7 | 5675813 | 125401 | SH |  | SOLE |  | 125401 | 0 | 0 |
| ENERFLEX LTD | COM | 29269R105 | BBG001SXXC92 | 2797372 | 355019 | SH |  | SOLE |  | 355019 | 0 | 0 |
| FAIR ISAAC CORP | COM | 303250104 | BBG001S8ZT61 | 2010756 | 1100 | SH |  | SOLE |  | 1100 | 0 | 0 |
| FEDEX CORP | COM | 31428X106 | BBG001S5R3M5 | 686476 | 3020 | SH |  | SOLE |  | 3020 | 0 | 0 |
| FLUTTER ENTMT PLC | SHS | G3643J108 | BBG001S87K70 | 1730491 | 6075 | SH |  | SOLE |  | 6075 | 0 | 0 |
| FORTIS INC | COM | 349553107 | BBG001S5YVM5 | 1114772 | 23391 | SH |  | SOLE |  | 23391 | 0 | 0 |
| FREEPORT-MCMORAN INC | CL B | 35671D857 | BBG001S5R3F3 | 10427452 | 240541 | SH |  | SOLE |  | 240541 | 0 | 0 |
| FTAI AVIATION LTD | SHS | G3730V105 | BBG019M62R54 | 3359168 | 29200 | SH |  | SOLE |  | 29200 | 0 | 0 |
| GALLAGHER ARTHUR J  CO | COM | 363576109 | BBG001S5NKC2 | 1633892 | 5104 | SH |  | SOLE |  | 5104 | 0 | 0 |
| GILEAD SCIENCES INC | COM | 375558103 | BBG001S6Y1X7 | 407780 | 3678 | SH |  | SOLE |  | 3678 | 0 | 0 |
| GOLDMAN SACHS GROUP INC | COM | 38141G104 | BBG001SC07Z6 | 5831152 | 8239 | SH |  | SOLE |  | 8239 | 0 | 0 |
| GRACO INC | COM | 384109104 | BBG001S5RK56 | 1975591 | 22980 | SH |  | SOLE |  | 22980 | 0 | 0 |
| GRAYSCALE ETHEREUM TRUST ETF | SHS | 389638107 | BBG00P5NVDH7 | 208700 | 10000 | SH |  | SOLE |  | 10000 | 0 | 0 |
| HEICO CORP NEW | COM | 422806109 | BBG001S5RVC4 | 4769120 | 14540 | SH |  | SOLE |  | 14540 | 0 | 0 |
| HENRY SCHEIN INC | COM | 806407102 | BBG001S6S7F1 | 2191500 | 30000 | SH |  | SOLE |  | 30000 | 0 | 0 |
| HOLOGIC INC | COM | 436440101 | BBG001S6HWB2 | 1987380 | 30500 | SH |  | SOLE |  | 30500 | 0 | 0 |
| HOME DEPOT INC | COM | 437076102 | BBG001S5RTW7 | 7428126 | 20260 | SH |  | SOLE |  | 20260 | 0 | 0 |
| IMPINJ INC | COM | 453204109 | BBG001T313Q3 | 1799334 | 16200 | SH |  | SOLE |  | 16200 | 0 | 0 |
| INTEL CORP | COM | 458140100 | BBG001S5SF65 | 958675 | 42798 | SH |  | SOLE |  | 42798 | 0 | 0 |
| INTUIT | COM | 461202103 | BBG001S6TWR2 | 393815 | 500 | SH |  | SOLE |  | 500 | 0 | 0 |
| INTUITIVE SURGICAL INC | COM NEW | 46120E602 | BBG001S7XR78 | 1632404 | 3004 | SH |  | SOLE |  | 3004 | 0 | 0 |
| ISHARES BITCOIN TRUST ETF | SHS BEN INT | 46438F101 | BBG01KYQ6QS5 | 7297946 | 119228 | SH |  | SOLE |  | 119228 | 0 | 0 |
| ISHARES INC | MSCI EMRG CHN | 46434G764 | BBG00H5VLN77 | 947100 | 15000 | SH |  | SOLE |  | 15000 | 0 | 0 |
| ISHARES TR | 1 3 YR TREAS BD | 464287457 | BBG001SKXPR1 | 1922352 | 23200 | SH |  | SOLE |  | 23200 | 0 | 0 |
| ISHARES TR | 20 YR TR BD ETF | 464287432 | BBG001S8MLN3 | 2247728 | 25470 | SH |  | SOLE |  | 25470 | 0 | 0 |
| ISHARES TR | CORE S MCP ETF | 464287507 | BBG001SFC7V0 | 1736560 | 28000 | SH |  | SOLE |  | 28000 | 0 | 0 |
| ISHARES TR | MSCI ACWI ETF | 464288257 | BBG001S56QV7 | 496396 | 3860 | SH |  | SOLE |  | 3860 | 0 | 0 |
| ISHARES TR | MSCI EMG MKT ETF | 464287234 | BBG001SK77D5 | 482400 | 10000 | SH |  | SOLE |  | 10000 | 0 | 0 |
| ISHARES TR | MSCI INDIA ETF | 46429B598 | BBG002DMN4B6 | 315755 | 5677 | SH |  | SOLE |  | 5677 | 0 | 0 |
| ISHARES TR | RUS 1000 ETF | 464287622 | BBG001S562W9 | 490000 | 1443 | SH |  | SOLE |  | 1443 | 0 | 0 |
| ISHARES TR | RUS TP200 GR ETF | 464289438 | BBG001T5LBR7 | 280528 | 1138 | SH |  | SOLE |  | 1138 | 0 | 0 |
| ISHARES TR | RUSSELL 2000 ETF | 464287655 | BBG001SFC7Y7 | 2040942 | 9458 | SH |  | SOLE |  | 9458 | 0 | 0 |
| JANUS DETROIT STR TR | HENDRSON AAA CL | 47103U845 | BBG00XX898D2 | 1573870 | 31000 | SH |  | SOLE |  | 31000 | 0 | 0 |
| JANUS HENDERSON GROUP PLC | ORD SHS | G4474Y214 | BBG00GSNPMQ9 | 1320560 | 34000 | SH |  | SOLE |  | 34000 | 0 | 0 |
| JOHNSON  JOHNSON | COM | 478160104 | BBG001S5SHQ9 | 1049545 | 6871 | SH |  | SOLE |  | 6871 | 0 | 0 |
| JPMORGAN CHASE  CO. | COM | 46625H100 | BBG001S8CRC3 | 6620095 | 22835 | SH |  | SOLE |  | 22835 | 0 | 0 |
| LAMAR ADVERTISING CO NEW | CL A | 512816109 | BBG001S8KJC2 | 667480 | 5500 | SH |  | SOLE |  | 5500 | 0 | 0 |
| LATTICE SEMICONDUCTOR CORP | COM | 518415104 | BBG001S6C0G2 | 489900 | 10000 | SH |  | SOLE |  | 10000 | 0 | 0 |
| LIVE NATION ENTERTAINMENT IN | COM | 538034109 | BBG001SNP2B2 | 2934832 | 19400 | SH |  | SOLE |  | 19400 | 0 | 0 |
| LULULEMON ATHLETICA INC | COM | 550021109 | BBG001STBM75 | 1425955 | 6002 | SH |  | SOLE |  | 6002 | 0 | 0 |
| MANULIFE FINL CORP | COM | 56501R106 | BBG001S76KD6 | 2950622 | 92456 | SH |  | SOLE |  | 92456 | 0 | 0 |
| MASTERCARD INCORPORATED | CL A | 57636Q104 | BBG001SKNNS6 | 5836309 | 10386 | SH |  | SOLE |  | 10386 | 0 | 0 |
| MERCADOLIBRE INC | COM | 58733R102 | BBG001SM32G3 | 2352267 | 900 | SH |  | SOLE |  | 900 | 0 | 0 |
| MERCK  CO INC | COM | 58933Y105 | BBG001S5TC52 | 645154 | 8150 | SH |  | SOLE |  | 8150 | 0 | 0 |
| META PLATFORMS INC | CL A | 30303M102 | BBG001SQCQC5 | 19802955 | 26830 | SH |  | SOLE |  | 26830 | 0 | 0 |
| METTLER TOLEDO INTERNATIONAL | COM | 592688105 | BBG001SB87G1 | 202052 | 172 | SH |  | SOLE |  | 172 | 0 | 0 |
| MICRON TECHNOLOGY INC | COM | 595112103 | BBG001S6P675 | 1849736 | 15008 | SH |  | SOLE |  | 15008 | 0 | 0 |
| MICROSOFT CORP | COM | 594918104 | BBG001S5TD05 | 27379436 | 55044 | SH |  | SOLE |  | 55044 | 0 | 0 |
| MOODYS CORP | COM | 615369105 | BBG001S5VP87 | 6859243 | 13675 | SH |  | SOLE |  | 13675 | 0 | 0 |
| MORGAN STANLEY | COM NEW | 617446448 | BBG001S9V5Z3 | 4635562 | 32909 | SH |  | SOLE |  | 32909 | 0 | 0 |
| MSCI INC | COM | 55354G100 | BBG001SV8B05 | 2661078 | 4614 | SH |  | SOLE |  | 4614 | 0 | 0 |
| NATERA INC | COM | 632307104 | BBG001V0FSF8 | 2162432 | 12800 | SH |  | SOLE |  | 12800 | 0 | 0 |
| NETFLIX INC | COM | 64110L106 | BBG001SF6L46 | 3159008 | 2359 | SH |  | SOLE |  | 2359 | 0 | 0 |
| NEWMONT CORP | COM | 651639106 | BBG001S5TKX3 | 8231381 | 141287 | SH |  | SOLE |  | 141287 | 0 | 0 |
| NEXTERA ENERGY INC | COM | 65339F101 | BBG001S5RB29 | 322734 | 4649 | SH |  | SOLE |  | 4649 | 0 | 0 |
| NORTH AMERN CONSTR GROUP LTD | COM | 656811106 | BBG001SBRPM3 | 4146888 | 259642 | SH |  | SOLE |  | 259642 | 0 | 0 |
| NUTRIEN LTD | COM | 67077M108 | BBG00JM9SM69 | 3702341 | 63656 | SH |  | SOLE |  | 63656 | 0 | 0 |
| NVIDIA CORPORATION | COM | 67066G104 | BBG001S5TZJ6 | 11964899 | 75732 | SH |  | SOLE |  | 75732 | 0 | 0 |
| OREILLY AUTOMOTIVE INC | COM | 67103H107 | BBG001S78TL6 | 4191045 | 46500 | SH |  | SOLE |  | 46500 | 0 | 0 |
| PEMBINA PIPELINE CORP | COM | 706327103 | BBG001SB0CJ5 | 1613764 | 43060 | SH |  | SOLE |  | 43060 | 0 | 0 |
| PFIZER INC | COM | 717081103 | BBG001S5V466 | 1438959 | 59363 | SH |  | SOLE |  | 59363 | 0 | 0 |
| PIMCO ETF TR | ENHAN SHRT MA AC | 72201R833 | BBG001T618D9 | 1189832 | 11835 | SH |  | SOLE |  | 11835 | 0 | 0 |
| PROCTER AND GAMBLE CO | COM | 742718109 | BBG001S5V4L9 | 1610725 | 10110 | SH |  | SOLE |  | 10110 | 0 | 0 |
| PURE STORAGE INC | CL A | 74624M102 | BBG00212PW10 | 5187958 | 90100 | SH |  | SOLE |  | 90100 | 0 | 0 |
| QXO INC | COM NEW | 82846H405 | BBG001SCBW07 | 1077000 | 50000 | SH |  | SOLE |  | 50000 | 0 | 0 |
| RAMBUS INC DEL | COM | 750917106 | BBG001S7RF80 | 480150 | 7500 | SH |  | SOLE |  | 7500 | 0 | 0 |
| RB GLOBAL INC | COM | 74935Q107 | BBG001SBQWW8 | 6675095 | 62949 | SH |  | SOLE |  | 62949 | 0 | 0 |
| REGENERON PHARMACEUTICALS | COM | 75886F107 | BBG001S6PX49 | 1050525 | 2001 | SH |  | SOLE |  | 2001 | 0 | 0 |
| RIO TINTO PLC | SPONSORED ADR | 767204100 | BBG001SB0LX9 | 2406113 | 41250 | SH |  | SOLE |  | 41250 | 0 | 0 |
| ROBINHOOD MKTS INC | COM CL A | 770700102 | BBG008NMBXP6 | 3313753 | 35392 | SH |  | SOLE |  | 35392 | 0 | 0 |
| ROCKET LAB CORP | COM | 773121108 | BBG01V7JN489 | 3040450 | 85000 | SH |  | SOLE |  | 85000 | 0 | 0 |
| ROGERS COMMUNICATIONS INC | CL B | 775109200 | BBG001S604S4 | 207649 | 7014 | SH |  | SOLE |  | 7014 | 0 | 0 |
| ROPER TECHNOLOGIES INC | COM | 776696106 | BBG001S9B362 | 694379 | 1225 | SH |  | SOLE |  | 1225 | 0 | 0 |
| ROYAL BK CDA | COM | 780087102 | BBG001S60869 | 20516777 | 155965 | SH |  | SOLE |  | 155965 | 0 | 0 |
| S GLOBAL INC | COM | 78409V104 | BBG001S5T5M8 | 2388624 | 4530 | SH |  | SOLE |  | 4530 | 0 | 0 |
| SALESFORCE INC | COM | 79466L302 | BBG001SDLP09 | 1365086 | 5006 | SH |  | SOLE |  | 5006 | 0 | 0 |
| SCHWAB CHARLES CORP | COM | 808513105 | BBG001S5VXD4 | 3188199 | 34943 | SH |  | SOLE |  | 34943 | 0 | 0 |
| SELECT SECTOR SPDR TR | TECHNOLOGY | 81369Y803 | BBG001S7TCZ5 | 6450012 | 25477 | SH |  | SOLE |  | 25477 | 0 | 0 |
| SHERWIN WILLIAMS CO | COM | 824348106 | BBG001S5W2F9 | 544912 | 1587 | SH |  | SOLE |  | 1587 | 0 | 0 |
| SHOPIFY INC | CL A SUB VTG SHS | 82509L107 | BBG004DW5NC7 | 5091470 | 44227 | SH |  | SOLE |  | 44227 | 0 | 0 |
| SITIME CORP | COM | 82982T106 | BBG00QNSY276 | 1491560 | 7000 | SH |  | SOLE |  | 7000 | 0 | 0 |
| SNOWFLAKE INC | CL A | 833445109 | BBG007DHGNK2 | 3581439 | 16005 | SH |  | SOLE |  | 16005 | 0 | 0 |
| SOMNIGROUP INTERNATIONAL INC | COM | 88023U101 | BBG001SH81D4 | 2041500 | 30000 | SH |  | SOLE |  | 30000 | 0 | 0 |
| SOUTH BOW CORP | COM | 83671M105 | BBG01N6BVR30 | 289319 | 11166 | SH |  | SOLE |  | 11166 | 0 | 0 |
| SPDR GOLD TR | GOLD SHS | 78463V107 | BBG001SCPX28 | 260020 | 853 | SH |  | SOLE |  | 853 | 0 | 0 |
| SPDR S 500 ETF TR | TR UNIT | 78462F103 | BBG001S72SM3 | 3602066 | 5830 | SH |  | SOLE |  | 5830 | 0 | 0 |
| SPDR SERIES TRUST | S BIOTECH | 78464A870 | BBG001SQDKG3 | 480994 | 5800 | SH |  | SOLE |  | 5800 | 0 | 0 |
| SPORTRADAR GROUP AG | CLASS A ORD SHS | H8088L103 | BBG0125CMST5 | 1404000 | 50000 | SH |  | SOLE |  | 50000 | 0 | 0 |
| SPOTIFY TECHNOLOGY S A | SHS | L8681T102 | BBG003T4VFD1 | 5294646 | 6900 | SH |  | SOLE |  | 6900 | 0 | 0 |
| SPROTT INC | COM NEW | 852066208 | BBG001T2FK64 | 317929 | 4608 | SH |  | SOLE |  | 4608 | 0 | 0 |
| SPROTT PHYSICAL GOLD TR | UNIT | 85207H104 | BBG001T66XM9 | 6941874 | 274198 | SH |  | SOLE |  | 274198 | 0 | 0 |
| SPROTT PHYSICAL SILVER TR | TR UNIT | 85207K107 | BBG001T96GD0 | 5636713 | 460765 | SH |  | SOLE |  | 460765 | 0 | 0 |
| STANTEC INC | COM | 85472N109 | BBG001S6JJQ3 | 4289903 | 39500 | SH |  | SOLE |  | 39500 | 0 | 0 |
| STARBUCKS CORP | COM | 855244109 | BBG001S72KH6 | 458517 | 5004 | SH |  | SOLE |  | 5004 | 0 | 0 |
| STRYKER CORPORATION | COM | 863667101 | BBG001S8FR03 | 6403272 | 16185 | SH |  | SOLE |  | 16185 | 0 | 0 |
| SUN LIFE FINANCIAL INC. | COM | 866796105 | BBG001S7XWH6 | 378499 | 5699 | SH |  | SOLE |  | 5699 | 0 | 0 |
| SUNCOR ENERGY INC NEW | COM | 867224107 | BBG001S5YSF0 | 4657640 | 124572 | SH |  | SOLE |  | 124572 | 0 | 0 |
| TAIWAN SEMICONDUCTOR MFG LTD | SPONSORED ADS | 874039100 | BBG001S5WWW4 | 583212 | 2575 | SH |  | SOLE |  | 2575 | 0 | 0 |
| TAT TECHNOLOGIES LTD | ORD NEW | M8740S227 | BBG001S72GK1 | 1374300 | 45000 | SH |  | SOLE |  | 45000 | 0 | 0 |
| TC ENERGY CORP | COM | 87807B107 | BBG001S5WW27 | 4632160 | 95061 | SH |  | SOLE |  | 95061 | 0 | 0 |
| TECK RESOURCES LTD | CL B | 878742204 | BBG001S60LH8 | 4319865 | 107020 | SH |  | SOLE |  | 107020 | 0 | 0 |
| TELESAT CORP | CL A  CL B SHS | 879512309 | BBG0120Q2VF9 | 616987 | 25400 | SH |  | SOLE |  | 25400 | 0 | 0 |
| TELUS CORPORATION | COM | 87971M103 | BBG001S60K53 | 2900889 | 180964 | SH |  | SOLE |  | 180964 | 0 | 0 |
| TESLA INC | COM | 88160R101 | BBG001SQKGD7 | 2173112 | 6841 | SH |  | SOLE |  | 6841 | 0 | 0 |
| THE TRADE DESK INC | COM CL A | 88339J105 | BBG00629NGW8 | 720476 | 10008 | SH |  | SOLE |  | 10008 | 0 | 0 |
| THERMO FISHER SCIENTIFIC INC | COM | 883556102 | BBG001S5WS08 | 964184 | 2378 | SH |  | SOLE |  | 2378 | 0 | 0 |
| THOMSON REUTERS CORP | COM | 884903808 | BBG001S5WSW3 | 456634 | 2275 | SH |  | SOLE |  | 2275 | 0 | 0 |
| TOAST INC | CL A | 888787108 | BBG00BTJVKB1 | 1328700 | 30000 | SH |  | SOLE |  | 30000 | 0 | 0 |
| TORONTO DOMINION BK ONT | COM NEW | 891160509 | BBG001S60L15 | 6034561 | 82198 | SH |  | SOLE |  | 82198 | 0 | 0 |
| TUCOWS INC | COM NEW | 898697206 | BBG001S978L9 | 833556 | 42291 | SH |  | SOLE |  | 42291 | 0 | 0 |
| UGI CORP NEW | COM | 902681105 | BBG001S5X0W3 | 728400 | 20000 | SH |  | SOLE |  | 20000 | 0 | 0 |
| UNILEVER PLC | SPON ADR NEW | 904767704 | BBG001S5X1K4 | 3670200 | 60000 | SH |  | SOLE |  | 60000 | 0 | 0 |
| UNION PAC CORP | COM | 907818108 | BBG001S5X2M0 | 540688 | 2350 | SH |  | SOLE |  | 2350 | 0 | 0 |
| UNITED PARKS  RESORTS INC | COM | 81282V100 | BBG003RY97L1 | 1886000 | 40000 | SH |  | SOLE |  | 40000 | 0 | 0 |
| UNITED RENTALS INC | COM | 911363109 | BBG001SBGZ25 | 2335540 | 3100 | SH |  | SOLE |  | 3100 | 0 | 0 |
| UNITEDHEALTH GROUP INC | COM | 91324P102 | BBG001S6WCJ1 | 600230 | 1924 | SH |  | SOLE |  | 1924 | 0 | 0 |
| VAIL RESORTS INC | COM | 91879Q109 | BBG001S5TFD6 | 392825 | 2500 | SH |  | SOLE |  | 2500 | 0 | 0 |
| VANECK ETF TRUST | GOLD MINERS ETF | 92189F106 | BBG001SR42Z0 | 2157314 | 41439 | SH |  | SOLE |  | 41439 | 0 | 0 |
| VANECK ETF TRUST | JUNIOR GOLD MINE | 92189F791 | BBG001T60G06 | 1700497 | 25159 | SH |  | SOLE |  | 25159 | 0 | 0 |
| VISA INC | COM CL A | 92826C839 | BBG001SRCFY3 | 7583868 | 21360 | SH |  | SOLE |  | 21360 | 0 | 0 |
| VIZSLA SILVER CORP | COM NEW | 92859G608 | BBG00L1MK0Z2 | 2459891 | 834833 | SH |  | SOLE |  | 834833 | 0 | 0 |
| VSE CORP | COM | 918284100 | BBG001S5X9Z1 | 3431676 | 26200 | SH |  | SOLE |  | 26200 | 0 | 0 |
| WALMART INC | COM | 931142103 | BBG001S5XH92 | 3266243 | 33404 | SH |  | SOLE |  | 33404 | 0 | 0 |
| WASTE CONNECTIONS INC | COM | 94106B101 | BBG001SKJ4K1 | 7294663 | 39123 | SH |  | SOLE |  | 39123 | 0 | 0 |
| WATSCO INC | COM | 942622200 | BBG001S82CQ2 | 3559457 | 8060 | SH |  | SOLE |  | 8060 | 0 | 0 |
| ZILLOW GROUP INC | CL A | 98954M101 | BBG001T0LC50 | 684900 | 10000 | SH |  | SOLE |  | 10000 | 0 | 0 |
| ZOETIS INC | CL A | 98978V103 | BBG0039320P7 | 730626 | 4685 | SH |  | SOLE |  | 4685 | 0 | 0 |

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