Baskin Financial Services Inc.: Significant Purchases & Portfolio Adjustments in Q2 2026

According to the latest filing from Baskin Financial Services Inc., covering data up to June 30, 2026, there have been observable changes in its portfolio holdings during this quarter. The analysis focuses on the investor's disclosed purchases and sales compared to prior periods.

One of the most significant actions taken by Baskin Financial Services Inc. was a major purchase position established or increased in Fair Isaac Corporation (FICO). The filing shows an 81.86% increase in shares, indicating strong confidence from the investor in this technology stock.

Another noteworthy purchase was seen in Coca-Cola Company (KO), a leader in the Consumer Defensive sector. Baskin Financial Services Inc. increased its stake by 50.24% during this period, suggesting an optimistic outlook or strategic allocation towards consumer staples.

Furthermore, the investor added a new position with Brookfield Infrast. Partners LP C$ (G16252101), which now represents 0.83% of their portfolio, and also increased its stake in VOO slightly.

In contrast to the buying activity, Baskin Financial Services Inc. saw reductions across several key holdings during Q2 2026. The investor decreased their position in Alphabet Inc. (GOOG) by 5.21%, Apple Inc. (AAPL) by 3.27%, Microsoft Corp. (MSFT) by 0.46%, and Taiwan Semiconductor Manufacturing Co (TSM) by 3.44%. These adjustments, along with decreases in Costco Wholesale Corporation (COST), Visa Inc. (V), TFI International Inc. (TFII), and Live Nation Entertainment Inc. (LYV), reflect a strategic rebalancing of these previously significant technology stocks.

These changes occurred alongside shifts in sector allocation observed by Baskin Financial Services Inc., including adjustments within Technology, Communication Services, Consumer Defensive, Industrials, and Energy sectors based on the filing data.