Baskin Financial Services Inc.
In its 13F for Q1 2025 (holdings as of March 31, 2025, filed April 28, 2025), Baskin Financial Services Inc. reported 49 stock positions worth $1.2 billion. Its top holding was Apple (AAPL) at 6.0% of the portfolio, followed by Costco Wholesale (COST, 5.2%) and Visa Class A (V, 5.0%). Compared with Q4 2024, it opened 3 new positions, sold out of 3, added to 17 and reduced 25. The biggest buy was Vanguard S/T Corp. Bond ETF (VCSH, shares +184%) and the biggest sale Alphabet Class C (GOOG, shares −1%).
- Most Recent 13F
- Q2 2026
- Location
- TORONTO, A6
- CIK
- 0001511098
- Portfolio Value
- $1.2B (Q1 2025)
- SEC Filing
- 0001511098-25-000002 ↗ filed Apr 28, 2025
Holdings Value
Holdings 49 stocks · $1.2B
| AAPL Apple Inc. | 5.97% | 330,554 | $73.4M | Reduce -2.1% |
| COST Costco Wholesale Corp. | 5.19% | 67,433 | $63.8M | Reduce -2.0% |
| V Visa Inc. Class A | 4.99% | 174,982 | $61.3M | Reduce -1.3% |
| WCN Waste Connections Inc. | 4.63% | 291,919 | $56.9M | Reduce -0.8% |
| GOOG Alphabet Inc. Class C | 4.51% | 355,295 | $55.5M | Reduce -0.8% |
| MSFT Microsoft Corp. | 4.50% | 147,562 | $55.4M | Reduce -0.2% |
| NFLX Netflix Inc. | 4.14% | 54,630 | $50.9M | Reduce -1.9% |
| MCO Moody's Corp. | 4.03% | 106,530 | $49.6M | Reduce -1.2% |
| BN Brookfield Corp. | 3.91% | 918,707 | $48.1M | Reduce -0.9% |
| RACE Ferrari NV | 3.85% | 110,735 | $47.4M | Reduce -0.9% |
| AMZN Amazon.com Inc. | 3.73% | 240,978 | $45.8M | Reduce -0.5% |
| BRK.B Berkshire Hathaway Inc. Class B | 3.69% | 85,248 | $45.4M | Reduce -0.1% |
| CPRT Copart Inc. | 3.48% | 756,363 | $42.8M | Reduce -0.4% |
| LYV Live Nation Entertainment Inc. | 3.41% | 321,560 | $42.0M | Reduce -0.4% |
| FSV Firstservice Corp. | 3.39% | 251,850 | $41.8M | Add +0.6% |
| SYK Stryker Corp. | 3.39% | 112,121 | $41.7M | Reduce -0.1% |
| MSCI MSCI Inc. | 3.37% | 73,258 | $41.4M | Add +0.9% |
| DPZ Domino's Pizza Inc. | 2.96% | 79,222 | $36.4M | Add +0.8% |
| WSO Watsco Inc. | 2.79% | 67,541 | $34.3M | Reduce -0.2% |
| GRMN Garmin Ltd. | 2.65% | 149,891 | $32.5M | Add +0.6% |
| TFII Tfi International Inc. | 2.60% | 413,366 | $32.0M | Add +1.3% |
| TDG Transdigm Group Inc. | 2.55% | 22,638 | $31.3M | Add +1.3% |
| CNQ Canadian Natural Resources | 2.51% | 1,005,012 | $30.9M | Add +0.9% |
| VCSH Vanguard S/T Corp. Bond ETF | 1.96% | 306,121 | $24.2M | Add +184.2% |
| QSR Restaurant Brands Intern | 1.85% | 342,199 | $22.8M | Add +2.9% |
| CSGP Costar Group Inc. | 1.80% | 279,646 | $22.2M | Add +0.7% |
| ADBE Adobe Inc. | 1.79% | 57,477 | $22.0M | Add +1.8% |
| META Meta Platforms Inc. Class A | 1.71% | 36,450 | $21.0M | Add +10.2% |
| BAM Brookfield Asset Mgmt-A | 1.11% | 281,046 | $13.6M | Reduce -2.3% |
| BIP Brookfield Infrastructure Pa | 0.82% | 337,744 | $10.0M | Reduce -2.9% |
| PBA Pembina Pipeline Corp. | 0.60% | 185,211 | $7.4M | Reduce -1.9% |
| RY Royal Bank of Canada | 0.58% | 62,855 | $7.1M | Add +5.0% |
| AMT American Tower Corp. | 0.43% | 24,353 | $5.3M | Reduce -1.3% |
| GRTUF Granite Real Estate Investme | 0.36% | 95,340 | $4.4M | Reduce -4.1% |
| GOOGL Alphabet Inc. Class A | 0.15% | 11,761 | $1.8M | Reduce -8.8% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 0.11% | 11,080 | $1.4M | No change |
| BIPC Brookfield Infrastructure-A | 0.10% | 34,626 | $1.3M | Reduce -4.1% |
| MA Mastercard Inc. Class A | 0.06% | 1,380 | $756K | No change |
| BMO Bank of Montreal filed as BANK MONTREAL QUE | 0.06% | 7,428 | $709K | Add +134.2% |
| QQQ Invesco QQQ Trust Series 1 | 0.04% | 1,151 | $540K | Add +4.9% |
| ENB Enbridge Inc. | 0.03% | 8,400 | $372K | Reduce -23.4% |
| JPM JPMorgan Chase & Co. | 0.03% | 1,518 | $372K | Reduce -8.2% |
| TD Toronto-Dominion Bank | 0.03% | 6,187 | $371K | Add +8.9% |
| FTS Fortis Inc. | 0.03% | 7,500 | $342K | New |
| VCIT Vanguard Int-Term Corporate | 0.03% | 4,123 | $337K | New |
| NVDA Nvidia Corp. | 0.02% | 2,428 | $263K | Add +1.4% |
| BND Vanguard Total Bond Market | 0.02% | 3,185 | $234K | No change |
| BSV Vanguard Short-Term Bond ETF | 0.02% | 2,945 | $231K | No change |
| HEI Heico Corp. | 0.02% | 750 | $200K | New |
Portfolio Sells Q4 2024 → Q1 2025
| GOOG Alphabet Inc. Class C | Reduce -0.8% | 4.51% | −0.91 |
| AAPL Apple Inc. | Reduce -2.1% | 5.97% | −0.75 |
| AMZN Amazon.com Inc. | Reduce -0.5% | 3.73% | −0.50 |
| MSFT Microsoft Corp. | Reduce -0.2% | 4.50% | −0.45 |
| BN Brookfield Corp. | Reduce -0.9% | 3.91% | −0.33 |
| BAM Brookfield Asset Mgmt-A | Reduce -2.3% | 1.11% | −0.13 |
| FND Floor & Decor Holdings Inc. Class A | Sold out | 0.00% | −0.09 |
| BIP Brookfield Infrastructure Pa | Reduce -2.9% | 0.82% | −0.06 |
| GOOGL Alphabet Inc. Class A | Reduce -8.8% | 0.15% | −0.05 |
| MCO Moody's Corp. | Reduce -1.2% | 4.03% | −0.03 |
| GRTUF Granite Real Estate Investme | Reduce -4.1% | 0.36% | −0.02 |
| IVV iShares Core S&P 500 ETF | Sold out | 0.00% | −0.02 |
| BNS Bank of Nova Scotia | Sold out | 0.00% | −0.02 |
| BIPC Brookfield Infrastructure-A | Reduce -4.1% | 0.10% | −0.01 |
| ENB Enbridge Inc. | Reduce -23.4% | 0.03% | −0.01 |
| JPM JPMorgan Chase & Co. | Reduce -8.2% | 0.03% | −0.00 |
| CPRT Copart Inc. | Reduce -0.4% | 3.48% | +0.01 |
| PBA Pembina Pipeline Corp. | Reduce -1.9% | 0.60% | +0.05 |
| AMT American Tower Corp. | Reduce -1.3% | 0.43% | +0.07 |
| RACE Ferrari NV | Reduce -0.9% | 3.85% | +0.08 |
| LYV Live Nation Entertainment Inc. | Reduce -0.4% | 3.41% | +0.09 |
| COST Costco Wholesale Corp. | Reduce -2.0% | 5.19% | +0.17 |
| SYK Stryker Corp. | Reduce -0.1% | 3.39% | +0.18 |
| NFLX Netflix Inc. | Reduce -1.9% | 4.14% | +0.19 |
| WSO Watsco Inc. | Reduce -0.2% | 2.79% | +0.24 |
| V Visa Inc. Class A | Reduce -1.3% | 4.99% | +0.53 |
| WCN Waste Connections Inc. | Reduce -0.8% | 4.63% | +0.61 |
| BRK.B Berkshire Hathaway Inc. Class B | Reduce -0.1% | 3.69% | +0.62 |
Portfolio Buys Q4 2024 → Q1 2025
| VCSH Vanguard S/T Corp. Bond ETF | Add +184.2% | 1.96% | +1.30 |
| DPZ Domino's Pizza Inc. | Add +0.8% | 2.96% | +0.34 |
| TDG Transdigm Group Inc. | Add +1.3% | 2.55% | +0.29 |
| CSGP Costar Group Inc. | Add +0.7% | 1.80% | +0.22 |
| GRMN Garmin Ltd. | Add +0.6% | 2.65% | +0.20 |
| META Meta Platforms Inc. Class A | Add +10.2% | 1.71% | +0.17 |
| QSR Restaurant Brands Intern | Add +2.9% | 1.85% | +0.13 |
| CNQ Canadian Natural Resources | Add +0.9% | 2.51% | +0.07 |
| BMO Bank of Montreal | Add +134.2% | 0.06% | +0.03 |
| FTS Fortis Inc. | New | 0.03% | +0.03 |
| VCIT Vanguard Int-Term Corporate | New | 0.03% | +0.03 |
| HEI Heico Corp. | New | 0.02% | +0.02 |
| TD Toronto-Dominion Bank | Add +8.9% | 0.03% | +0.01 |
| RY Royal Bank of Canada | Add +5.0% | 0.58% | +0.00 |
| QQQ Invesco QQQ Trust Series 1 | Add +4.9% | 0.04% | −0.00 |
| NVDA Nvidia Corp. | Add +1.4% | 0.02% | −0.00 |
| MSCI MSCI Inc. | Add +0.9% | 3.37% | −0.10 |
| ADBE Adobe Inc. | Add +1.8% | 1.79% | −0.20 |
| FSV Firstservice Corp. | Add +0.6% | 3.39% | −0.21 |
| TFII Tfi International Inc. | Add +1.3% | 2.60% | −1.78 |
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 |