Baskin Financial Services Inc.
In its 13F for Q1 2024 (holdings as of March 31, 2024, filed April 26, 2024), Baskin Financial Services Inc. reported 50 stock positions worth $1.2 billion. Its top holding was Microsoft (MSFT) at 5.9% of the portfolio, followed by Tfi International (TFII, 5.8%) and Apple (AAPL, 5.5%). Compared with Q4 2023, it opened 1 new position, sold out of 2, added to 25 and reduced 20. The biggest buy was Netflix (NFLX, shares +0%) and the biggest sale an exit from Vail Resorts (MTN).
- Most Recent 13F
- Q2 2026
- Location
- TORONTO, A6
- CIK
- 0001511098
- Portfolio Value
- $1.2B (Q1 2024)
- SEC Filing
- 0001511098-24-000002 ↗ filed Apr 26, 2024
Holdings Value
Holdings 50 stocks · $1.2B
| MSFT Microsoft Corp. | 5.87% | 166,512 | $70.1M | Reduce -1.9% |
| TFII Tfi International Inc. | 5.82% | 436,025 | $69.5M | Reduce -2.0% |
| AAPL Apple Inc. | 5.51% | 383,804 | $65.8M | Reduce -0.0% |
| GOOG Alphabet Inc. Class C | 5.04% | 394,963 | $60.1M | Add +0.5% |
| COST Costco Wholesale Corp. | 4.59% | 74,800 | $54.8M | Reduce -0.6% |
| WCN Waste Connections Inc. | 4.41% | 306,175 | $52.6M | Reduce -0.5% |
| RACE Ferrari NV | 4.33% | 118,495 | $51.7M | Reduce -1.3% |
| V Visa Inc. Class A | 4.26% | 182,070 | $50.8M | Add +0.6% |
| MCO Moody's Corp. | 3.72% | 112,940 | $44.4M | Add +1.2% |
| CPRT Copart Inc. | 3.70% | 763,086 | $44.2M | Reduce -0.4% |
| AMZN Amazon.com Inc. | 3.65% | 241,478 | $43.6M | Add +1.3% |
| FSV Firstservice Corp. | 3.44% | 247,928 | $41.0M | Add +1.1% |
| SYK Stryker Corp. | 3.26% | 108,724 | $38.9M | Add +0.8% |
| BN Brookfield Corp. | 3.26% | 928,984 | $38.9M | Add +1.9% |
| DPZ Domino's Pizza Inc. | 3.17% | 76,038 | $37.8M | Add +2.2% |
| BLK BlackRock Finance Inc. | 3.08% | 44,170 | $36.8M | Add +3.3% |
| CNQ Canadian Natural Resources | 3.05% | 478,084 | $36.5M | Add +3.0% |
| NFLX Netflix Inc. | 2.94% | 57,696 | $35.0M | Add +0.5% |
| BRK.B Berkshire Hathaway Inc. Class B | 2.92% | 82,848 | $34.8M | Add +2.9% |
| LYV Live Nation Entertainment Inc. | 2.74% | 309,340 | $32.7M | Add +3.3% |
| CNI Canadian Natl Railway Co. | 2.67% | 242,453 | $31.9M | Add +3.3% |
| WSO Watsco Inc. | 2.38% | 65,856 | $28.4M | Add +6.5% |
| FND Floor & Decor Holdings Inc. Class A | 2.35% | 216,305 | $28.0M | Add +4.0% |
| ADBE Adobe Inc. | 2.19% | 51,881 | $26.2M | Add +7.2% |
| CSGP Costar Group Inc. | 2.09% | 258,142 | $24.9M | Add +3.2% |
| QSR Restaurant Brands Intern | 1.91% | 287,151 | $22.8M | Add +12.9% |
| GRMN Garmin Ltd. | 1.41% | 113,323 | $16.9M | Add +27.2% |
| BIP Brookfield Infrastructure Pa | 1.15% | 439,420 | $13.7M | Reduce -8.1% |
| BAM Brookfield Asset Mgmt-A | 1.11% | 315,331 | $13.2M | Add +6.5% |
| RY Royal Bank of Canada | 0.65% | 77,086 | $7.8M | Reduce -4.5% |
| PBA Pembina Pipeline Corp. | 0.57% | 192,718 | $6.8M | Reduce -1.7% |
| TD Toronto-Dominion Bank | 0.55% | 108,559 | $6.6M | Reduce -8.2% |
| GRP.U Granite Real Estate Investme | 0.51% | 106,937 | $6.1M | Reduce -8.2% |
| AMT American Tower Corp. | 0.40% | 24,118 | $4.8M | Add +2.6% |
| TU Telus Corp. | 0.37% | 277,769 | $4.4M | Reduce -4.2% |
| GOOGL Alphabet Inc. Class A | 0.17% | 13,572 | $2.0M | Reduce -1.2% |
| BIPC Brookfield Infrastructure-A | 0.16% | 54,242 | $2.0M | Reduce -13.4% |
| VCSH Vanguard S/T Corp. Bond ETF | 0.14% | 21,165 | $1.6M | Add +21.7% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 0.09% | 11,080 | $1.1M | New |
| QQQ Invesco QQQ Trust Series 1 | 0.08% | 2,280 | $1.0M | No change |
| MA Mastercard Inc. Class A | 0.06% | 1,395 | $672K | Reduce -19.9% |
| BMO Bank of Montreal filed as BANK MONTREAL QUE | 0.04% | 4,430 | $432K | Reduce -3.4% |
| ENB Enbridge Inc. | 0.03% | 10,800 | $390K | Reduce -24.1% |
| JPM JPMorgan Chase & Co. | 0.03% | 1,910 | $383K | Add +23.6% |
| META Meta Platforms Inc. Class A | 0.03% | 755 | $367K | Reduce -8.6% |
| BCE Bce Inc. | 0.03% | 9,092 | $309K | Reduce -94.5% |
| BND Vanguard Total Bond Market | 0.02% | 3,185 | $231K | No change |
| BNS Bank of Nova Scotia filed as BANK NOVA SCOTIA HALIFAX | 0.02% | 4,422 | $229K | Add +6.8% |
| BSV Vanguard Short-Term Bond ETF | 0.02% | 2,945 | $226K | No change |
| AQN Algonquin Power & Utilities | 0.01% | 10,722 | $68K | No change |
Portfolio Sells Q4 2023 → Q1 2024
| MTN Vail Resorts Inc. | Sold out | 0.00% | −1.55 |
| AAPL Apple Inc. | Reduce -0.0% | 5.51% | −1.16 |
| BCE Bce Inc. | Reduce -94.5% | 0.03% | −0.56 |
| FTS Fortis Inc. | Sold out | 0.00% | −0.32 |
| BIP Brookfield Infrastructure Pa | Reduce -8.1% | 1.15% | −0.21 |
| TD Toronto-Dominion Bank | Reduce -8.2% | 0.55% | −0.14 |
| GRP.U Granite Real Estate Investme | Reduce -8.2% | 0.51% | −0.09 |
| TU Telus Corp. | Reduce -4.2% | 0.37% | −0.09 |
| RY Royal Bank of Canada | Reduce -4.5% | 0.65% | −0.09 |
| PBA Pembina Pipeline Corp. | Reduce -1.7% | 0.57% | −0.04 |
| BIPC Brookfield Infrastructure-A | Reduce -13.4% | 0.16% | −0.04 |
| ENB Enbridge Inc. | Reduce -24.1% | 0.03% | −0.01 |
| MA Mastercard Inc. Class A | Reduce -19.9% | 0.06% | −0.01 |
| BMO Bank of Montreal | Reduce -3.4% | 0.04% | −0.00 |
| GOOGL Alphabet Inc. Class A | Reduce -1.2% | 0.17% | −0.00 |
| META Meta Platforms Inc. Class A | Reduce -8.6% | 0.03% | +0.00 |
| COST Costco Wholesale Corp. | Reduce -0.6% | 4.59% | +0.10 |
| MSFT Microsoft Corp. | Reduce -1.9% | 5.87% | +0.11 |
| WCN Waste Connections Inc. | Reduce -0.5% | 4.41% | +0.26 |
| CPRT Copart Inc. | Reduce -0.4% | 3.70% | +0.31 |
| TFII Tfi International Inc. | Reduce -2.0% | 5.82% | +0.36 |
| RACE Ferrari NV | Reduce -1.3% | 4.33% | +0.66 |
Portfolio Buys Q4 2023 → Q1 2024
| NFLX Netflix Inc. | Add +0.5% | 2.94% | +0.41 |
| DPZ Domino's Pizza Inc. | Add +2.2% | 3.17% | +0.40 |
| GRMN Garmin Ltd. | Add +27.2% | 1.41% | +0.38 |
| AMZN Amazon.com Inc. | Add +1.3% | 3.65% | +0.38 |
| SYK Stryker Corp. | Add +0.8% | 3.26% | +0.34 |
| BRK.B Berkshire Hathaway Inc. Class B | Add +2.9% | 2.92% | +0.33 |
| CNQ Canadian Natural Resources | Add +3.0% | 3.05% | +0.31 |
| FND Floor & Decor Holdings Inc. Class A | Add +4.0% | 2.35% | +0.25 |
| LYV Live Nation Entertainment Inc. | Add +3.3% | 2.74% | +0.21 |
| QSR Restaurant Brands Intern | Add +12.9% | 1.91% | +0.12 |
| CSGP Costar Group Inc. | Add +3.2% | 2.09% | +0.12 |
| TJX TJX Companies Inc. | New | 0.09% | +0.09 |
| GOOG Alphabet Inc. Class C | Add +0.5% | 5.04% | +0.04 |
| BAM Brookfield Asset Mgmt-A | Add +6.5% | 1.11% | +0.04 |
| VCSH Vanguard S/T Corp. Bond ETF | Add +21.7% | 0.14% | +0.02 |
| CNI Canadian Natl Railway Co. | Add +3.3% | 2.67% | +0.01 |
| JPM JPMorgan Chase & Co. | Add +23.6% | 0.03% | +0.01 |
| V Visa Inc. Class A | Add +0.6% | 4.26% | +0.00 |
| BNS Bank of Nova Scotia | Add +6.8% | 0.02% | +0.00 |
| WSO Watsco Inc. | Add +6.5% | 2.38% | −0.01 |
| BN Brookfield Corp. | Add +1.9% | 3.26% | −0.04 |
| BLK BlackRock Finance Inc. | Add +3.3% | 3.08% | −0.05 |
| AMT American Tower Corp. | Add +2.6% | 0.40% | −0.06 |
| FSV Firstservice Corp. | Add +1.1% | 3.44% | −0.15 |
| MCO Moody's Corp. | Add +1.2% | 3.72% | −0.22 |
| ADBE Adobe Inc. | Add +7.2% | 2.19% | −0.41 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 54 | $1.3B | GOOG, AAPL, TSM, COST, V |
| Q1 2026 | 53 | $1.2B | GOOG, AAPL, COST, BN, MSFT |
| Q4 2025 | 53 | $1.3B | GOOG, AAPL, MSFT, BN, V |
| Q3 2025 | 52 | $1.4B | GOOG, AAPL, MSFT, NFLX, BN |
| Q2 2025 | 52 | $1.3B | MSFT, NFLX, AAPL, COST, GOOG |
| Q1 2025 | 49 | $1.2B | AAPL, COST, V, WCN, GOOG |
| Q4 2024 | 49 | $1.3B | AAPL, GOOG, COST, MSFT, V |
| Q3 2024 | 50 | $1.2B | AAPL, MSFT, COST, GOOG, TFII |
| Q2 2024 | 47 | $1.2B | AAPL, MSFT, GOOG, COST, TFII |
| Q1 2024 | 50 | $1.2B | MSFT, TFII, AAPL, GOOG, COST |