Baskin Financial Services Inc.
In its 13F for Q4 2025 (holdings as of December 31, 2025, filed January 27, 2026), Baskin Financial Services Inc. reported 53 stock positions worth $1.3 billion. Its top holding was Alphabet Class C (GOOG) at 7.9% of the portfolio, followed by Apple (AAPL, 6.5%) and Microsoft (MSFT, 5.2%). Compared with Q3 2025, it opened 2 new positions, sold out of 1, added to 10 and reduced 28. The biggest buy was Tfi International (TFII, shares +0%) and the biggest sale Netflix (NFLX, shares −1%).
- Most Recent 13F
- Q2 2026
- Location
- TORONTO, A6
- CIK
- 0001511098
- Portfolio Value
- $1.3B (Q4 2025)
- SEC Filing
- 0001511098-26-000001 ↗ filed Jan 27, 2026
Holdings Value
Holdings 53 stocks · $1.3B
| GOOG Alphabet Inc. Class C | 7.93% | 335,573 | $105.3M | Reduce -4.2% |
| AAPL Apple Inc. | 6.46% | 315,458 | $85.8M | Reduce -2.2% |
| MSFT Microsoft Corp. | 5.21% | 143,262 | $69.3M | Reduce -1.2% |
| BN Brookfield Corp. | 4.68% | 1,353,889 | $62.1M | Reduce -0.7% |
| V Visa Inc. Class A | 4.52% | 171,357 | $60.1M | Reduce -1.0% |
| COST Costco Wholesale Corp. | 4.28% | 65,886 | $56.8M | Reduce -0.9% |
| AMZN Amazon.com Inc. | 4.16% | 239,521 | $55.3M | Reduce -0.8% |
| MCO Moody's Corp. | 4.06% | 105,563 | $53.9M | Reduce -0.9% |
| WCN Waste Connections Inc. | 3.83% | 290,404 | $50.9M | Reduce -0.3% |
| NFLX Netflix Inc. | 3.67% | 520,588 | $48.8M | Reduce -1.1% |
| LYV Live Nation Entertainment Inc. | 3.39% | 315,844 | $45.0M | Reduce -0.2% |
| TFII Tfi International Inc. | 3.33% | 427,622 | $44.2M | Add +0.1% |
| BRK.B Berkshire Hathaway Inc. Class B | 3.31% | 87,416 | $43.9M | Reduce -0.5% |
| MSCI MSCI Inc. | 3.15% | 73,057 | $41.9M | Reduce -1.2% |
| RACE Ferrari NV | 3.11% | 111,836 | $41.3M | Add +1.3% |
| TSM Taiwan Semiconductor-SP ADR | 3.09% | 134,963 | $41.0M | Reduce -0.3% |
| SYK Stryker Corp. | 2.99% | 113,014 | $39.7M | Reduce -0.3% |
| FSV Firstservice Corp. | 2.94% | 251,527 | $39.1M | Add +0.4% |
| CNQ Canadian Natural Resources | 2.62% | 1,026,851 | $34.8M | Reduce -0.3% |
| DPZ Domino's Pizza Inc. | 2.52% | 80,381 | $33.5M | Add +0.1% |
| GRMN Garmin Ltd. | 2.37% | 155,478 | $31.5M | Add +0.8% |
| TDG Transdigm Group Inc. | 2.30% | 22,938 | $30.5M | Reduce -0.5% |
| CPRT Copart Inc. | 2.26% | 768,301 | $30.1M | Reduce -0.1% |
| META Meta Platforms Inc. Class A | 1.97% | 39,577 | $26.1M | Add +1.9% |
| VCSH Vanguard S/T Corp. Bond ETF | 1.89% | 314,250 | $25.1M | Add +1.1% |
| QSR Restaurant Brands Intern | 1.80% | 350,091 | $23.9M | Add +0.1% |
| WSO Watsco Inc. | 1.79% | 70,562 | $23.8M | Reduce -0.9% |
| ADBE Adobe Inc. | 1.43% | 54,433 | $19.1M | Reduce -4.1% |
| BAM Brookfield Asset Mgmt-A | 1.06% | 267,852 | $14.0M | Reduce -1.1% |
| BIP Brookfield Infrastructure Pa | 0.84% | 320,741 | $11.1M | Reduce -1.7% |
| RY Royal Bank of Canada | 0.81% | 63,004 | $10.7M | Reduce -2.5% |
| PBA Pembina Pipeline Corp. | 0.55% | 190,590 | $7.3M | Reduce -1.7% |
| GRTUF Granite Real Estate Investme | 0.38% | 83,932 | $5.0M | Reduce -2.4% |
| KO The Coca-Cola Co. | 0.29% | 54,545 | $3.8M | New |
| GOOGL Alphabet Inc. Class A | 0.26% | 10,830 | $3.4M | Reduce -7.8% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 0.13% | 11,080 | $1.7M | No change |
| BIPC Brookfield Infrastructure-A | 0.12% | 34,961 | $1.6M | Reduce -1.5% |
| BMO Bank of Montreal filed as BANK MONTREAL QUE | 0.07% | 7,067 | $918K | No change |
| MA Mastercard Inc. Class A | 0.06% | 1,380 | $788K | No change |
| TD Toronto-Dominion Bank | 0.05% | 7,737 | $729K | Add +12.6% |
| QQQ Invesco QQQ Trust Series 1 | 0.05% | 1,080 | $663K | No change |
| JPM JPMorgan Chase & Co. | 0.04% | 1,562 | $503K | No change |
| CLS Celestica Inc. | 0.03% | 1,500 | $444K | No change |
| TSLA Tesla Inc. | 0.03% | 962 | $433K | Add +21.0% |
| NVDA Nvidia Corp. | 0.03% | 2,300 | $429K | No change |
| ENB Enbridge Inc. | 0.03% | 8,400 | $402K | No change |
| FTS Fortis Inc. | 0.03% | 7,449 | $387K | Reduce -2.6% |
| HEI Heico Corp. | 0.02% | 750 | $243K | No change |
| BND Vanguard Total Bond Market | 0.02% | 3,185 | $236K | No change |
| VCIT Vanguard Int-Term Corporate | 0.02% | 2,793 | $234K | No change |
| BSV Vanguard Short-Term Bond ETF | 0.02% | 2,945 | $232K | No change |
| EMA Emera Inc. | 0.02% | 4,500 | $222K | No change |
| BNS Bank of Nova Scotia filed as BANK NOVA SCOTIA HALIFAX | 0.02% | 2,717 | $200K | New |
Portfolio Sells Q3 2025 → Q4 2025
| NFLX Netflix Inc. | Reduce -1.1% | 3.67% | −0.97 |
| LYV Live Nation Entertainment Inc. | Reduce -0.2% | 3.39% | −0.41 |
| AMT American Tower Corp. | Sold out | 0.00% | −0.34 |
| WSO Watsco Inc. | Reduce -0.9% | 1.79% | −0.33 |
| MSFT Microsoft Corp. | Reduce -1.2% | 5.21% | −0.31 |
| CPRT Copart Inc. | Reduce -0.1% | 2.26% | −0.28 |
| COST Costco Wholesale Corp. | Reduce -0.9% | 4.28% | −0.25 |
| SYK Stryker Corp. | Reduce -0.3% | 2.99% | −0.09 |
| BAM Brookfield Asset Mgmt-A | Reduce -1.1% | 1.06% | −0.08 |
| ADBE Adobe Inc. | Reduce -4.1% | 1.43% | −0.04 |
| PBA Pembina Pipeline Corp. | Reduce -1.7% | 0.55% | −0.03 |
| FTS Fortis Inc. | Reduce -2.6% | 0.03% | +0.00 |
| BIPC Brookfield Infrastructure-A | Reduce -1.5% | 0.12% | +0.01 |
| GRTUF Granite Real Estate Investme | Reduce -2.4% | 0.38% | +0.03 |
| GOOGL Alphabet Inc. Class A | Reduce -7.8% | 0.26% | +0.05 |
| BIP Brookfield Infrastructure Pa | Reduce -1.7% | 0.84% | +0.05 |
| BRK.B Berkshire Hathaway Inc. Class B | Reduce -0.5% | 3.31% | +0.06 |
| TDG Transdigm Group Inc. | Reduce -0.5% | 2.30% | +0.06 |
| WCN Waste Connections Inc. | Reduce -0.3% | 3.83% | +0.07 |
| MSCI MSCI Inc. | Reduce -1.2% | 3.15% | +0.07 |
| BN Brookfield Corp. | Reduce -0.7% | 4.68% | +0.10 |
| RY Royal Bank of Canada | Reduce -2.5% | 0.81% | +0.11 |
| V Visa Inc. Class A | Reduce -1.0% | 4.52% | +0.18 |
| CNQ Canadian Natural Resources | Reduce -0.3% | 2.62% | +0.20 |
| AMZN Amazon.com Inc. | Reduce -0.8% | 4.16% | +0.26 |
| TSM Taiwan Semiconductor-SP ADR | Reduce -0.3% | 3.09% | +0.31 |
| MCO Moody's Corp. | Reduce -0.9% | 4.06% | +0.33 |
| AAPL Apple Inc. | Reduce -2.2% | 6.46% | +0.42 |
| GOOG Alphabet Inc. Class C | Reduce -4.2% | 7.93% | +1.65 |
Portfolio Buys Q3 2025 → Q4 2025
| TFII Tfi International Inc. | Add +0.1% | 3.33% | +0.56 |
| KO The Coca-Cola Co. | New | 0.29% | +0.29 |
| QSR Restaurant Brands Intern | Add +0.1% | 1.80% | +0.15 |
| VCSH Vanguard S/T Corp. Bond ETF | Add +1.1% | 1.89% | +0.06 |
| BNS Bank of Nova Scotia | New | 0.02% | +0.02 |
| TD Toronto-Dominion Bank | Add +12.6% | 0.05% | +0.01 |
| TSLA Tesla Inc. | Add +21.0% | 0.03% | +0.01 |
| DPZ Domino's Pizza Inc. | Add +0.1% | 2.52% | −0.03 |
| META Meta Platforms Inc. Class A | Add +1.9% | 1.97% | −0.13 |
| GRMN Garmin Ltd. | Add +0.8% | 2.37% | −0.42 |
| FSV Firstservice Corp. | Add +0.4% | 2.94% | −0.56 |
| RACE Ferrari NV | Add +1.3% | 3.11% | −0.83 |
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 |