Baskin Financial Services Inc.
In its 13F for Q2 2025 (holdings as of June 30, 2025, filed July 24, 2025), Baskin Financial Services Inc. reported 52 stock positions worth $1.3 billion. Its top holding was Microsoft (MSFT) at 5.5% of the portfolio, followed by Netflix (NFLX, 5.4%) and Apple (AAPL, 5.0%). Compared with Q1 2025, it opened 4 new positions, sold out of 1, added to 19 and reduced 21. The biggest buy was a new position in Taiwan Semiconductor-SP ADR (TSM) and the biggest sale an exit from Costar (CSGP).
- Most Recent 13F
- Q2 2026
- Location
- TORONTO, A6
- CIK
- 0001511098
- Portfolio Value
- $1.3B (Q2 2025)
- SEC Filing
- 0001511098-25-000003 ↗ filed Jul 24, 2025
Holdings Value
Holdings 52 stocks · $1.3B
| MSFT Microsoft Corp. | 5.51% | 146,583 | $72.9M | Reduce -0.7% |
| NFLX Netflix Inc. | 5.38% | 53,120 | $71.1M | Reduce -2.8% |
| AAPL Apple Inc. | 5.03% | 323,965 | $66.5M | Reduce -2.0% |
| COST Costco Wholesale Corp. | 5.00% | 66,805 | $66.1M | Reduce -0.9% |
| GOOG Alphabet Inc. Class C | 4.76% | 354,965 | $63.0M | Reduce -0.1% |
| V Visa Inc. Class A | 4.66% | 173,417 | $61.6M | Reduce -0.9% |
| BN Brookfield Corp. | 4.30% | 919,385 | $56.9M | Add +0.1% |
| WCN Waste Connections Inc. | 4.11% | 291,258 | $54.4M | Reduce -0.2% |
| RACE Ferrari NV | 4.10% | 110,432 | $54.2M | Reduce -0.3% |
| MCO Moody's Corp. | 4.05% | 106,706 | $53.5M | Add +0.2% |
| AMZN Amazon.com Inc. | 4.00% | 241,397 | $53.0M | Add +0.2% |
| LYV Live Nation Entertainment Inc. | 3.66% | 320,310 | $48.5M | Reduce -0.4% |
| SYK Stryker Corp. | 3.37% | 112,795 | $44.6M | Add +0.6% |
| FSV Firstservice Corp. | 3.33% | 252,070 | $44.0M | Add +0.1% |
| MSCI MSCI Inc. | 3.21% | 73,600 | $42.4M | Add +0.5% |
| BRK.B Berkshire Hathaway Inc. Class B | 3.19% | 86,838 | $42.2M | Add +1.9% |
| TFII Tfi International Inc. | 2.85% | 420,152 | $37.7M | Add +1.6% |
| CPRT Copart Inc. | 2.84% | 765,938 | $37.6M | Add +1.3% |
| DPZ Domino's Pizza Inc. | 2.72% | 79,692 | $35.9M | Add +0.6% |
| TDG Transdigm Group Inc. | 2.59% | 22,557 | $34.3M | Reduce -0.4% |
| CNQ Canadian Natural Resources | 2.41% | 1,014,500 | $31.9M | Add +0.9% |
| GRMN Garmin Ltd. | 2.39% | 151,155 | $31.5M | Add +0.8% |
| WSO Watsco Inc. | 2.32% | 69,344 | $30.6M | Add +2.7% |
| TSM Taiwan Semiconductor-SP ADR | 2.19% | 127,662 | $28.9M | New |
| META Meta Platforms Inc. Class A | 2.11% | 37,825 | $27.9M | Add +3.8% |
| VCSH Vanguard S/T Corp. Bond ETF | 1.85% | 307,487 | $24.4M | Add +0.5% |
| QSR Restaurant Brands Intern | 1.74% | 346,623 | $23.0M | Add +1.3% |
| ADBE Adobe Inc. | 1.64% | 55,999 | $21.7M | Reduce -2.6% |
| BAM Brookfield Asset Mgmt-A | 1.16% | 277,686 | $15.4M | Reduce -1.2% |
| BIP Brookfield Infrastructure Pa | 0.83% | 325,946 | $10.9M | Reduce -3.5% |
| RY Royal Bank of Canada | 0.65% | 64,946 | $8.6M | Add +3.3% |
| PBA Pembina Pipeline Corp. | 0.54% | 190,190 | $7.1M | Add +2.7% |
| AMT American Tower Corp. | 0.40% | 23,891 | $5.3M | Reduce -1.9% |
| GRTUF Granite Real Estate Investme | 0.32% | 83,667 | $4.3M | Reduce -12.2% |
| GOOGL Alphabet Inc. Class A | 0.15% | 11,451 | $2.0M | Reduce -2.6% |
| BIPC Brookfield Infrastructure-A | 0.11% | 35,167 | $1.5M | Add +1.6% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 0.10% | 11,080 | $1.4M | No change |
| MA Mastercard Inc. Class A | 0.06% | 1,380 | $775K | No change |
| BMO Bank of Montreal filed as BANK MONTREAL QUE | 0.06% | 6,872 | $761K | Reduce -7.5% |
| QQQ Invesco QQQ Trust Series 1 | 0.05% | 1,151 | $634K | No change |
| JPM JPMorgan Chase & Co. | 0.03% | 1,518 | $440K | No change |
| TD Toronto-Dominion Bank | 0.03% | 5,399 | $397K | Reduce -12.7% |
| ENB Enbridge Inc. | 0.03% | 8,400 | $380K | No change |
| FTS Fortis Inc. | 0.03% | 7,464 | $356K | Reduce -0.5% |
| NVDA Nvidia Corp. | 0.03% | 2,156 | $340K | Reduce -11.2% |
| TSLA Tesla Inc. | 0.02% | 810 | $257K | New |
| HEI Heico Corp. | 0.02% | 750 | $246K | No change |
| CLS Celestica Inc. | 0.02% | 1,500 | $234K | New |
| 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 |
| VCIT Vanguard Int-Term Corporate | 0.02% | 2,793 | $231K | Reduce -32.3% |
| EMA Emera Inc. | 0.02% | 4,500 | $206K | New |
Portfolio Sells Q1 2025 → Q2 2025
| CSGP Costar Group Inc. | Sold out | 0.00% | −1.80 |
| AAPL Apple Inc. | Reduce -2.0% | 5.03% | −0.94 |
| WCN Waste Connections Inc. | Reduce -0.2% | 4.11% | −0.51 |
| V Visa Inc. Class A | Reduce -0.9% | 4.66% | −0.33 |
| COST Costco Wholesale Corp. | Reduce -0.9% | 5.00% | −0.18 |
| ADBE Adobe Inc. | Reduce -2.6% | 1.64% | −0.15 |
| GRTUF Granite Real Estate Investme | Reduce -12.2% | 0.32% | −0.04 |
| AMT American Tower Corp. | Reduce -1.9% | 0.40% | −0.03 |
| VCIT Vanguard Int-Term Corporate | Reduce -32.3% | 0.02% | −0.01 |
| FTS Fortis Inc. | Reduce -0.5% | 0.03% | −0.00 |
| BMO Bank of Montreal | Reduce -7.5% | 0.06% | −0.00 |
| TD Toronto-Dominion Bank | Reduce -12.7% | 0.03% | −0.00 |
| NVDA Nvidia Corp. | Reduce -11.2% | 0.03% | +0.00 |
| GOOGL Alphabet Inc. Class A | Reduce -2.6% | 0.15% | +0.00 |
| BIP Brookfield Infrastructure Pa | Reduce -3.5% | 0.83% | +0.01 |
| TDG Transdigm Group Inc. | Reduce -0.4% | 2.59% | +0.05 |
| BAM Brookfield Asset Mgmt-A | Reduce -1.2% | 1.16% | +0.06 |
| RACE Ferrari NV | Reduce -0.3% | 4.10% | +0.25 |
| GOOG Alphabet Inc. Class C | Reduce -0.1% | 4.76% | +0.25 |
| LYV Live Nation Entertainment Inc. | Reduce -0.4% | 3.66% | +0.25 |
| MSFT Microsoft Corp. | Reduce -0.7% | 5.51% | +1.01 |
| NFLX Netflix Inc. | Reduce -2.8% | 5.38% | +1.24 |
Portfolio Buys Q1 2025 → Q2 2025
| TSM Taiwan Semiconductor-SP ADR | New | 2.19% | +2.19 |
| META Meta Platforms Inc. Class A | Add +3.8% | 2.11% | +0.40 |
| BN Brookfield Corp. | Add +0.1% | 4.30% | +0.39 |
| AMZN Amazon.com Inc. | Add +0.2% | 4.00% | +0.28 |
| TFII Tfi International Inc. | Add +1.6% | 2.85% | +0.25 |
| RY Royal Bank of Canada | Add +3.3% | 0.65% | +0.07 |
| TSLA Tesla Inc. | New | 0.02% | +0.02 |
| CLS Celestica Inc. | New | 0.02% | +0.02 |
| EMA Emera Inc. | New | 0.02% | +0.02 |
| MCO Moody's Corp. | Add +0.2% | 4.05% | +0.01 |
| BIPC Brookfield Infrastructure-A | Add +1.6% | 0.11% | +0.01 |
| SYK Stryker Corp. | Add +0.6% | 3.37% | −0.02 |
| PBA Pembina Pipeline Corp. | Add +2.7% | 0.54% | −0.06 |
| FSV Firstservice Corp. | Add +0.1% | 3.33% | −0.07 |
| CNQ Canadian Natural Resources | Add +0.9% | 2.41% | −0.10 |
| QSR Restaurant Brands Intern | Add +1.3% | 1.74% | −0.12 |
| VCSH Vanguard S/T Corp. Bond ETF | Add +0.5% | 1.85% | −0.12 |
| MSCI MSCI Inc. | Add +0.5% | 3.21% | −0.16 |
| DPZ Domino's Pizza Inc. | Add +0.6% | 2.72% | −0.24 |
| GRMN Garmin Ltd. | Add +0.8% | 2.39% | −0.26 |
| WSO Watsco Inc. | Add +2.7% | 2.32% | −0.48 |
| BRK.B Berkshire Hathaway Inc. Class B | Add +1.9% | 3.19% | −0.50 |
| CPRT Copart Inc. | Add +1.3% | 2.84% | −0.64 |
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 |