Baskin Financial Services Inc.
In its 13F for Q3 2025 (holdings as of September 30, 2025, filed October 9, 2025), Baskin Financial Services Inc. reported 52 stock positions worth $1.4 billion. Its top holding was Alphabet Class C (GOOG) at 6.3% of the portfolio, followed by Apple (AAPL, 6.0%) and Microsoft (MSFT, 5.5%). Compared with Q2 2025, it added to 27 and reduced 16. The biggest buy was Taiwan Semiconductor-SP ADR (TSM, shares +6%) and the biggest sale Netflix (NFLX, shares −1%).
- Most Recent 13F
- Q2 2026
- Location
- TORONTO, A6
- CIK
- 0001511098
- Portfolio Value
- $1.4B (Q3 2025)
- SEC Filing
- 0001511098-25-000006 ↗ filed Oct 9, 2025
Holdings Value
Holdings 52 stocks · $1.4B
| GOOG Alphabet Inc. Class C | 6.27% | 350,441 | $85.3M | Reduce -1.3% |
| AAPL Apple Inc. | 6.04% | 322,454 | $82.1M | Reduce -0.5% |
| MSFT Microsoft Corp. | 5.52% | 145,066 | $75.1M | Reduce -1.0% |
| NFLX Netflix Inc. | 4.64% | 52,648 | $63.1M | Reduce -0.9% |
| BN Brookfield Corp. | 4.58% | 909,017 | $62.3M | Reduce -1.1% |
| COST Costco Wholesale Corp. | 4.52% | 66,503 | $61.6M | Reduce -0.5% |
| V Visa Inc. Class A | 4.34% | 173,143 | $59.1M | Reduce -0.2% |
| RACE Ferrari NV | 3.94% | 110,357 | $53.5M | Reduce -0.1% |
| AMZN Amazon.com Inc. | 3.90% | 241,422 | $53.0M | Add +0.0% |
| LYV Live Nation Entertainment Inc. | 3.80% | 316,487 | $51.7M | Reduce -1.2% |
| WCN Waste Connections Inc. | 3.76% | 291,312 | $51.2M | Add +0.0% |
| MCO Moody's Corp. | 3.73% | 106,553 | $50.8M | Reduce -0.1% |
| FSV Firstservice Corp. | 3.51% | 250,504 | $47.7M | Reduce -0.6% |
| BRK.B Berkshire Hathaway Inc. Class B | 3.25% | 87,865 | $44.2M | Add +1.2% |
| MSCI MSCI Inc. | 3.08% | 73,932 | $42.0M | Add +0.5% |
| SYK Stryker Corp. | 3.08% | 113,359 | $41.9M | Add +0.5% |
| GRMN Garmin Ltd. | 2.79% | 154,243 | $38.0M | Add +2.0% |
| TSM Taiwan Semiconductor-SP ADR | 2.78% | 135,338 | $37.8M | Add +6.0% |
| TFII Tfi International Inc. | 2.76% | 427,359 | $37.6M | Add +1.7% |
| DPZ Domino's Pizza Inc. | 2.55% | 80,320 | $34.7M | Add +0.8% |
| CPRT Copart Inc. | 2.54% | 768,806 | $34.6M | Add +0.4% |
| CNQ Canadian Natural Resources | 2.42% | 1,029,854 | $32.9M | Add +1.5% |
| TDG Transdigm Group Inc. | 2.23% | 23,062 | $30.4M | Add +2.2% |
| WSO Watsco Inc. | 2.12% | 71,189 | $28.8M | Add +2.7% |
| META Meta Platforms Inc. Class A | 2.10% | 38,827 | $28.5M | Add +2.6% |
| VCSH Vanguard S/T Corp. Bond ETF | 1.83% | 310,732 | $24.8M | Add +1.1% |
| QSR Restaurant Brands Intern | 1.65% | 349,803 | $22.4M | Add +0.9% |
| ADBE Adobe Inc. | 1.47% | 56,769 | $20.0M | Add +1.4% |
| BAM Brookfield Asset Mgmt-A | 1.13% | 270,857 | $15.4M | Reduce -2.5% |
| BIP Brookfield Infrastructure Pa | 0.79% | 326,307 | $10.7M | Add +0.1% |
| RY Royal Bank of Canada | 0.70% | 64,585 | $9.5M | Reduce -0.6% |
| PBA Pembina Pipeline Corp. | 0.58% | 193,940 | $7.8M | Add +2.0% |
| GRTUF Granite Real Estate Investme | 0.35% | 85,969 | $4.8M | Add +2.8% |
| AMT American Tower Corp. | 0.34% | 23,798 | $4.6M | Reduce -0.4% |
| GOOGL Alphabet Inc. Class A | 0.21% | 11,747 | $2.9M | Add +2.6% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 0.12% | 11,080 | $1.6M | No change |
| BIPC Brookfield Infrastructure-A | 0.11% | 35,495 | $1.5M | Add +0.9% |
| BMO Bank of Montreal filed as BANK MONTREAL QUE | 0.07% | 7,067 | $920K | Add +2.8% |
| MA Mastercard Inc. Class A | 0.06% | 1,380 | $785K | No change |
| QQQ Invesco QQQ Trust Series 1 | 0.05% | 1,080 | $648K | Reduce -6.2% |
| TD Toronto-Dominion Bank | 0.04% | 6,870 | $549K | Add +27.3% |
| JPM JPMorgan Chase & Co. | 0.04% | 1,562 | $493K | Add +2.9% |
| NVDA Nvidia Corp. | 0.03% | 2,300 | $429K | Add +6.7% |
| ENB Enbridge Inc. | 0.03% | 8,400 | $423K | No change |
| FTS Fortis Inc. | 0.03% | 7,649 | $388K | Add +2.5% |
| CLS Celestica Inc. | 0.03% | 1,500 | $369K | No change |
| TSLA Tesla Inc. | 0.03% | 795 | $354K | Reduce -1.9% |
| HEI Heico Corp. | 0.02% | 750 | $242K | No change |
| BND Vanguard Total Bond Market | 0.02% | 3,185 | $237K | No change |
| VCIT Vanguard Int-Term Corporate | 0.02% | 2,793 | $235K | No change |
| BSV Vanguard Short-Term Bond ETF | 0.02% | 2,945 | $232K | No change |
| EMA Emera Inc. | 0.02% | 4,500 | $216K | No change |
Portfolio Sells Q2 2025 → Q3 2025
| NFLX Netflix Inc. | Reduce -0.9% | 4.64% | −0.74 |
| COST Costco Wholesale Corp. | Reduce -0.5% | 4.52% | −0.48 |
| MCO Moody's Corp. | Reduce -0.1% | 3.73% | −0.32 |
| V Visa Inc. Class A | Reduce -0.2% | 4.34% | −0.31 |
| RACE Ferrari NV | Reduce -0.1% | 3.94% | −0.16 |
| AMT American Tower Corp. | Reduce -0.4% | 0.34% | −0.06 |
| BAM Brookfield Asset Mgmt-A | Reduce -2.5% | 1.13% | −0.03 |
| QQQ Invesco QQQ Trust Series 1 | Reduce -6.2% | 0.05% | −0.00 |
| TSLA Tesla Inc. | Reduce -1.9% | 0.03% | +0.01 |
| MSFT Microsoft Corp. | Reduce -1.0% | 5.52% | +0.01 |
| RY Royal Bank of Canada | Reduce -0.6% | 0.70% | +0.05 |
| LYV Live Nation Entertainment Inc. | Reduce -1.2% | 3.80% | +0.14 |
| FSV Firstservice Corp. | Reduce -0.6% | 3.51% | +0.18 |
| BN Brookfield Corp. | Reduce -1.1% | 4.58% | +0.28 |
| AAPL Apple Inc. | Reduce -0.5% | 6.04% | +1.01 |
| GOOG Alphabet Inc. Class C | Reduce -1.3% | 6.27% | +1.51 |
Portfolio Buys Q2 2025 → Q3 2025
| TSM Taiwan Semiconductor-SP ADR | Add +6.0% | 2.78% | +0.59 |
| GRMN Garmin Ltd. | Add +2.0% | 2.79% | +0.41 |
| GOOGL Alphabet Inc. Class A | Add +2.6% | 0.21% | +0.06 |
| BRK.B Berkshire Hathaway Inc. Class B | Add +1.2% | 3.25% | +0.06 |
| PBA Pembina Pipeline Corp. | Add +2.0% | 0.58% | +0.04 |
| GRTUF Granite Real Estate Investme | Add +2.8% | 0.35% | +0.03 |
| TD Toronto-Dominion Bank | Add +27.3% | 0.04% | +0.01 |
| BMO Bank of Montreal | Add +2.8% | 0.07% | +0.01 |
| CNQ Canadian Natural Resources | Add +1.5% | 2.42% | +0.01 |
| NVDA Nvidia Corp. | Add +6.7% | 0.03% | +0.01 |
| JPM JPMorgan Chase & Co. | Add +2.9% | 0.04% | +0.00 |
| FTS Fortis Inc. | Add +2.5% | 0.03% | +0.00 |
| BIPC Brookfield Infrastructure-A | Add +0.9% | 0.11% | −0.00 |
| META Meta Platforms Inc. Class A | Add +2.6% | 2.10% | −0.02 |
| VCSH Vanguard S/T Corp. Bond ETF | Add +1.1% | 1.83% | −0.02 |
| BIP Brookfield Infrastructure Pa | Add +0.1% | 0.79% | −0.04 |
| TFII Tfi International Inc. | Add +1.7% | 2.76% | −0.09 |
| QSR Restaurant Brands Intern | Add +0.9% | 1.65% | −0.09 |
| AMZN Amazon.com Inc. | Add +0.0% | 3.90% | −0.11 |
| MSCI MSCI Inc. | Add +0.5% | 3.08% | −0.13 |
| ADBE Adobe Inc. | Add +1.4% | 1.47% | −0.17 |
| DPZ Domino's Pizza Inc. | Add +0.8% | 2.55% | −0.17 |
| WSO Watsco Inc. | Add +2.7% | 2.12% | −0.20 |
| SYK Stryker Corp. | Add +0.5% | 3.08% | −0.29 |
| CPRT Copart Inc. | Add +0.4% | 2.54% | −0.30 |
| WCN Waste Connections Inc. | Add +0.0% | 3.76% | −0.35 |
| TDG Transdigm Group Inc. | Add +2.2% | 2.23% | −0.36 |
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 |