Baskin Financial Services Inc. Portfolio Stock Holdings

According to the SEC 13F filed on July 13, 2026, Baskin Financial Services Inc. disclosed 54 stock positions valued at approximately $1.27B as of quarter-end June 30, 2026. The largest holdings include Alphabet Inc. Class C, Apple Inc., and Taiwan Semiconductor Manufacturing Co.

Report Period
June 30, 2026
No. of Stocks
54
Portfolio Value
$1.27B
Holdings by Sector
Baskin Financial Services Inc. Portfolio Holdings in Q2 2026
CompanySymbolSectorPortfolio %SharesChange (Shares)Change %Value
Alphabet Inc. Class CGOOGCommunication Services7.62%273,909-15,047-5.21%$96,780,000
Apple Inc.AAPLTechnology6.45%282,975-9,568-3.27%$81,882,000
Taiwan Semiconductor Manufacturing CoTSMTechnology4.77%126,947-4,516-3.44%$60,626,000
Costco Wholesale CorporationCOSTConsumer Defensive4.64%62,958-1,320-2.05%$58,895,000
Visa Inc. Cls AVFinancial Services4.50%166,630-3,447-2.03%$57,169,000
TFI International Inc.TFIIIndustrials4.49%397,076-24,127-5.73%$57,077,000
Amazon.com IncAMZNConsumer Cyclical4.34%231,190-5,922-2.50%$55,102,000
Live Nation Entertainment IncLYVCommunication Services4.32%299,706-8,821-2.86%$54,879,000
Brookfield CorporationBNFinancial Services4.31%1,286,021-33,130-2.51%$54,791,000
Microsoft Corp.MSFTTechnology4.17%142,057-661-0.46%$52,990,000
Waste Connections Inc C$WCNIndustrials3.70%282,069-4,122-1.44%$46,948,000
Moody's CorpMCOFinancial Services3.67%103,006-1,807-1.72%$46,653,000
Berkshire Hathaway BBRK-BFinancial Services3.31%84,076-1,530-1.79%$42,071,000
Ferrari N.V.RACEOther3.25%110,984-1,115-0.99%$41,318,000
MSCI IncMSCIFinancial Services3.10%70,217-1,984-2.75%$39,324,000
Fair Isaac CorporationFICOTechnology3.06%32,497+14,628+81.86%$38,827,000
Canadian Natural ResourcesCNQEnergy2.97%953,640-25,573-2.61%$37,682,000
Netflix IncNFLXCommunication Services2.95%524,661+2,348+0.45%$37,461,000
Stryker CorpSYKHealthcare2.80%112,846+718+0.64%$35,528,000
Garmin LtdGRMNOther2.76%147,615-6,679-4.33%$35,064,000
FirstService CorpFSVReal Estate2.75%246,257-4,044-1.62%$34,967,000
TransDigm Group IncTDGIndustrials2.36%22,463-463-2.02%$29,922,000
Meta Platforms Inc.METACommunication Services2.35%53,073+13,587+34.41%$29,895,000
Vanguard Short-Term Corporate Bond ETFVCSHOther1.93%310,385-3,151-1.00%$24,530,000
Restaurant Brands InternationalQSRConsumer Cyclical1.92%336,931-4,221-1.24%$24,404,000
Domino's Pizza, Inc.DPZConsumer Cyclical1.82%78,055-38-0.05%$23,107,000
Royal Bank of CanadaRYFinancial Services0.95%58,458-2,095-3.46%$12,088,000
Brookfield Asset Management LtdBAMFinancial Services0.91%257,314-2,335-0.90%$11,526,000
Brookfield Infrast. Partners LP C$BIPUtilities0.83%288,828-17,052-5.57%$10,534,000
Coca-Cola CompanyKOConsumer Defensive0.71%111,297+37,218+50.24%$9,045,000
Showing 30 of 54 holdings in the latest reporting period.
Baskin Financial Services Inc. Portfolio Stock Holdings | InsiderSet