Baskin Financial Services Inc.
In its 13F for Q4 2024 (holdings as of December 31, 2024, filed January 24, 2025), Baskin Financial Services Inc. reported 49 stock positions worth $1.3 billion. Its top holding was Apple (AAPL) at 6.7% of the portfolio, followed by Alphabet Class C (GOOG, 5.4%) and Costco Wholesale (COST, 5.0%). Compared with Q3 2024, it opened 1 new position, sold out of 2, added to 14 and reduced 27. The biggest buy was Meta Platforms Class A (META, shares +3418%) and the biggest sale Floor & Decor Class A (FND, shares −95%).
- Most Recent 13F
- Q2 2026
- Location
- TORONTO, A6
- CIK
- 0001511098
- Portfolio Value
- $1.3B (Q4 2024)
- SEC Filing
- 0001511098-25-000001 ↗ filed Jan 24, 2025
Holdings Value
Holdings 49 stocks · $1.3B
| AAPL Apple Inc. | 6.72% | 337,500 | $84.5M | Reduce -1.7% |
| GOOG Alphabet Inc. Class C | 5.43% | 358,261 | $68.2M | Reduce -1.3% |
| COST Costco Wholesale Corp. | 5.02% | 68,820 | $63.1M | Reduce -1.9% |
| MSFT Microsoft Corp. | 4.95% | 147,802 | $62.3M | Reduce -0.5% |
| V Visa Inc. Class A | 4.45% | 177,232 | $56.0M | Reduce -0.7% |
| TFII Tfi International Inc. | 4.38% | 408,274 | $55.1M | Reduce -0.8% |
| BN Brookfield Corp. | 4.24% | 927,430 | $53.3M | Reduce -1.1% |
| AMZN Amazon.com Inc. | 4.23% | 242,243 | $53.1M | Reduce -0.1% |
| MCO Moody's Corp. | 4.06% | 107,805 | $51.0M | Reduce -0.6% |
| WCN Waste Connections Inc. | 4.01% | 294,347 | $50.5M | Reduce -0.1% |
| NFLX Netflix Inc. | 3.95% | 55,704 | $49.6M | Reduce -2.0% |
| RACE Ferrari NV | 3.77% | 111,713 | $47.5M | Reduce -1.2% |
| FSV Firstservice Corp. | 3.60% | 250,262 | $45.3M | Reduce -0.1% |
| CPRT Copart Inc. | 3.47% | 759,413 | $43.6M | Reduce -0.3% |
| MSCI MSCI Inc. | 3.47% | 72,632 | $43.6M | Add +0.2% |
| LYV Live Nation Entertainment Inc. | 3.33% | 322,988 | $41.8M | Reduce -0.5% |
| SYK Stryker Corp. | 3.21% | 112,198 | $40.4M | Add +0.7% |
| BRK.B Berkshire Hathaway Inc. Class B | 3.07% | 85,289 | $38.7M | Add +0.7% |
| DPZ Domino's Pizza Inc. | 2.62% | 78,553 | $33.0M | Add +1.6% |
| WSO Watsco Inc. | 2.55% | 67,677 | $32.1M | Add +0.7% |
| CNQ Canadian Natural Resources | 2.44% | 996,151 | $30.7M | Add +1.1% |
| GRMN Garmin Ltd. | 2.44% | 148,957 | $30.7M | Add +3.2% |
| TDG Transdigm Group Inc. | 2.25% | 22,358 | $28.3M | Add +5.0% |
| ADBE Adobe Inc. | 2.00% | 56,438 | $25.1M | Add +2.4% |
| QSR Restaurant Brands Intern | 1.72% | 332,594 | $21.7M | Add +2.9% |
| CSGP Costar Group Inc. | 1.58% | 277,825 | $19.9M | Reduce -2.9% |
| META Meta Platforms Inc. Class A | 1.54% | 33,071 | $19.4M | Add +3418.2% |
| BAM Brookfield Asset Mgmt-A | 1.24% | 287,536 | $15.6M | Reduce -0.3% |
| BIP Brookfield Infrastructure Pa | 0.88% | 347,692 | $11.0M | Reduce -1.9% |
| VCSH Vanguard S/T Corp. Bond ETF | 0.67% | 107,703 | $8.4M | Add +296.1% |
| RY Royal Bank of Canada | 0.57% | 59,849 | $7.2M | Add +31.3% |
| PBA Pembina Pipeline Corp. | 0.55% | 188,898 | $7.0M | Reduce -3.3% |
| GRTUF Granite Real Estate Investme | 0.38% | 99,461 | $4.8M | New |
| AMT American Tower Corp. | 0.36% | 24,663 | $4.5M | Reduce -1.1% |
| GOOGL Alphabet Inc. Class A | 0.19% | 12,902 | $2.4M | Reduce -3.8% |
| BIPC Brookfield Infrastructure-A | 0.12% | 36,119 | $1.4M | Reduce -20.2% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 0.11% | 11,080 | $1.3M | No change |
| FND Floor & Decor Holdings Inc. Class A | 0.09% | 11,306 | $1.1M | Reduce -94.9% |
| MA Mastercard Inc. Class A | 0.06% | 1,380 | $727K | No change |
| QQQ Invesco QQQ Trust Series 1 | 0.04% | 1,097 | $561K | Add +11.9% |
| ENB Enbridge Inc. | 0.04% | 10,961 | $465K | Reduce -7.4% |
| JPM JPMorgan Chase & Co. | 0.03% | 1,654 | $396K | Reduce -8.7% |
| NVDA Nvidia Corp. | 0.03% | 2,394 | $321K | No change |
| BMO Bank of Montreal filed as BANK MONTREAL QUE | 0.02% | 3,172 | $308K | No change |
| TD Toronto-Dominion Bank | 0.02% | 5,681 | $302K | Reduce -46.3% |
| IVV iShares Core S&P 500 ETF | 0.02% | 390 | $230K | No change |
| BND Vanguard Total Bond Market | 0.02% | 3,185 | $229K | No change |
| BSV Vanguard Short-Term Bond ETF | 0.02% | 2,945 | $228K | No change |
| BNS Bank of Nova Scotia filed as BANK NOVA SCOTIA HALIFAX | 0.02% | 3,824 | $205K | Reduce -20.7% |
Portfolio Sells Q3 2024 → Q4 2024
| FND Floor & Decor Holdings Inc. Class A | Reduce -94.9% | 0.09% | −2.16 |
| RACE Ferrari NV | Reduce -1.2% | 3.77% | −0.58 |
| WCN Waste Connections Inc. | Reduce -0.1% | 4.01% | −0.29 |
| MSFT Microsoft Corp. | Reduce -0.5% | 4.95% | −0.28 |
| TFII Tfi International Inc. | Reduce -0.8% | 4.38% | −0.22 |
| CSGP Costar Group Inc. | Reduce -2.9% | 1.58% | −0.18 |
| MCO Moody's Corp. | Reduce -0.6% | 4.06% | −0.15 |
| FSV Firstservice Corp. | Reduce -0.1% | 3.60% | −0.14 |
| BIP Brookfield Infrastructure Pa | Reduce -1.9% | 0.88% | −0.14 |
| AMT American Tower Corp. | Reduce -1.1% | 0.36% | −0.12 |
| PBA Pembina Pipeline Corp. | Reduce -3.3% | 0.55% | −0.10 |
| COST Costco Wholesale Corp. | Reduce -1.9% | 5.02% | −0.08 |
| BIPC Brookfield Infrastructure-A | Reduce -20.2% | 0.12% | −0.05 |
| TD Toronto-Dominion Bank | Reduce -46.3% | 0.02% | −0.03 |
| TRP TC Energy Corp. | Sold out | 0.00% | −0.02 |
| CNI Canadian Natl Railway Co. | Sold out | 0.00% | −0.02 |
| BNS Bank of Nova Scotia | Reduce -20.7% | 0.02% | −0.01 |
| ENB Enbridge Inc. | Reduce -7.4% | 0.04% | −0.00 |
| JPM JPMorgan Chase & Co. | Reduce -8.7% | 0.03% | +0.00 |
| GOOGL Alphabet Inc. Class A | Reduce -3.8% | 0.19% | +0.01 |
| BAM Brookfield Asset Mgmt-A | Reduce -0.3% | 1.24% | +0.12 |
| BN Brookfield Corp. | Reduce -1.1% | 4.24% | +0.16 |
| AAPL Apple Inc. | Reduce -1.7% | 6.72% | +0.17 |
| CPRT Copart Inc. | Reduce -0.3% | 3.47% | +0.20 |
| LYV Live Nation Entertainment Inc. | Reduce -0.5% | 3.33% | +0.42 |
| V Visa Inc. Class A | Reduce -0.7% | 4.45% | +0.44 |
| GOOG Alphabet Inc. Class C | Reduce -1.3% | 5.43% | +0.46 |
| AMZN Amazon.com Inc. | Reduce -0.1% | 4.23% | +0.53 |
| NFLX Netflix Inc. | Reduce -2.0% | 3.95% | +0.65 |
Portfolio Buys Q3 2024 → Q4 2024
| META Meta Platforms Inc. Class A | Add +3418.2% | 1.54% | +1.50 |
| VCSH Vanguard S/T Corp. Bond ETF | Add +296.1% | 0.67% | +0.49 |
| GRTUF Granite Real Estate Investme | New | 0.38% | +0.38 |
| GRMN Garmin Ltd. | Add +3.2% | 2.44% | +0.36 |
| RY Royal Bank of Canada | Add +31.3% | 0.57% | +0.11 |
| MSCI MSCI Inc. | Add +0.2% | 3.47% | +0.01 |
| QQQ Invesco QQQ Trust Series 1 | Add +11.9% | 0.04% | +0.01 |
| SYK Stryker Corp. | Add +0.7% | 3.21% | −0.08 |
| DPZ Domino's Pizza Inc. | Add +1.6% | 2.62% | −0.10 |
| BRK.B Berkshire Hathaway Inc. Class B | Add +0.7% | 3.07% | −0.12 |
| WSO Watsco Inc. | Add +0.7% | 2.55% | −0.16 |
| QSR Restaurant Brands Intern | Add +2.9% | 1.72% | −0.19 |
| CNQ Canadian Natural Resources | Add +1.1% | 2.44% | −0.23 |
| TDG Transdigm Group Inc. | Add +5.0% | 2.25% | −0.24 |
| ADBE Adobe Inc. | Add +2.4% | 2.00% | −0.34 |
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 |