Baskin Financial Services Inc.
In its 13F for Q1 2026 (holdings as of March 31, 2026, filed April 13, 2026), Baskin Financial Services Inc. reported 53 stock positions worth $1.2 billion. Its top holding was Alphabet Class C (GOOG) at 6.8% of the portfolio, followed by Apple (AAPL, 6.1%) and Costco Wholesale (COST, 5.2%). Compared with Q4 2025, it opened 3 new positions, sold out of 3, added to 5 and reduced 35. The biggest buy was a new position in Fair Isaac (FICO) and the biggest sale an exit from Adobe (ADBE).
- Most Recent 13F
- Q2 2026
- Location
- TORONTO, A6
- CIK
- 0001511098
- Portfolio Value
- $1.2B (Q1 2026)
- SEC Filing
- 0001511098-26-000002 ↗ filed Apr 13, 2026
Holdings Value
Holdings 53 stocks · $1.2B
| GOOG Alphabet Inc. Class C | 6.79% | 288,956 | $82.9M | Reduce -13.9% |
| AAPL Apple Inc. | 6.08% | 292,543 | $74.2M | Reduce -7.3% |
| COST Costco Wholesale Corp. | 5.24% | 64,278 | $64.0M | Reduce -2.4% |
| BN Brookfield Corp. | 4.38% | 1,319,151 | $53.5M | Reduce -2.6% |
| MSFT Microsoft Corp. | 4.33% | 142,718 | $52.8M | Reduce -0.4% |
| V Visa Inc. Class A | 4.21% | 170,077 | $51.4M | Reduce -0.8% |
| NFLX Netflix Inc. | 4.11% | 522,313 | $50.2M | Add +0.3% |
| AMZN Amazon.com Inc. | 4.04% | 237,112 | $49.4M | Reduce -1.0% |
| CNQ Canadian Natural Resources | 3.91% | 979,213 | $47.8M | Reduce -4.6% |
| LYV Live Nation Entertainment Inc. | 3.85% | 308,527 | $47.1M | Reduce -2.3% |
| WCN Waste Connections Inc. | 3.81% | 286,191 | $46.5M | Reduce -1.4% |
| TFII Tfi International Inc. filed as TRANSFORCE INC | 3.75% | 421,203 | $45.8M | Reduce -1.5% |
| MCO Moody's Corp. | 3.74% | 104,813 | $45.7M | Reduce -0.7% |
| TSM Taiwan Semiconductor-SP ADR | 3.64% | 131,463 | $44.4M | Reduce -2.6% |
| BRK.B Berkshire Hathaway Inc. Class B | 3.36% | 85,606 | $41.0M | Reduce -2.1% |
| MSCI MSCI Inc. | 3.19% | 72,201 | $38.9M | Reduce -1.2% |
| RACE Ferrari NV | 3.11% | 112,099 | $37.9M | Add +0.2% |
| SYK Stryker Corp. | 3.02% | 112,128 | $36.8M | Reduce -0.8% |
| GRMN Garmin Ltd. | 2.93% | 154,294 | $35.8M | Reduce -0.8% |
| FSV Firstservice Corp. | 2.85% | 250,301 | $34.8M | Reduce -0.5% |
| DPZ Domino's Pizza Inc. | 2.29% | 78,093 | $28.0M | Reduce -2.9% |
| TDG Transdigm Group Inc. | 2.18% | 22,926 | $26.6M | Reduce -0.1% |
| CPRT Copart Inc. | 2.07% | 760,384 | $25.2M | Reduce -1.0% |
| QSR Restaurant Brands Intern | 2.07% | 341,152 | $25.2M | Reduce -2.5% |
| VCSH Vanguard S/T Corp. Bond ETF | 2.04% | 313,536 | $24.9M | Reduce -0.2% |
| META Meta Platforms Inc. Class A | 1.85% | 39,486 | $22.6M | Reduce -0.2% |
| FICO Fair Isaac Corp. | 1.56% | 17,869 | $19.1M | New |
| BAM Brookfield Asset Mgmt-A | 0.95% | 259,649 | $11.5M | Reduce -3.1% |
| BIP Brookfield Infrastructure Pa | 0.90% | 305,880 | $11.0M | Reduce -4.6% |
| RY Royal Bank of Canada | 0.80% | 60,553 | $9.8M | Reduce -3.9% |
| PBA Pembina Pipeline Corp. | 0.65% | 176,495 | $7.9M | Reduce -7.4% |
| KO The Coca-Cola Co. | 0.46% | 74,079 | $5.6M | Add +35.8% |
| WSO Watsco Inc. | 0.40% | 13,467 | $4.9M | Reduce -80.9% |
| GRTUF Granite Real Estate Investme | 0.39% | 80,880 | $4.8M | Reduce -3.6% |
| GOOGL Alphabet Inc. Class A | 0.22% | 9,448 | $2.7M | Reduce -12.8% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 0.14% | 11,080 | $1.8M | No change |
| BIPC Brookfield Infrastructure-A | 0.11% | 34,727 | $1.4M | Reduce -0.7% |
| VBIL Vanguard 0-3M T-Bill ETF | 0.07% | 10,577 | $800K | New |
| TD Toronto-Dominion Bank | 0.06% | 7,744 | $723K | Add +0.1% |
| MA Mastercard Inc. Class A | 0.06% | 1,380 | $690K | No change |
| BMO Bank of Montreal filed as BANK MONTREAL MEDIUM | 0.06% | 4,967 | $673K | Reduce -29.7% |
| QQQ Invesco QQQ Trust Series 1 | 0.05% | 1,081 | $624K | Add +0.1% |
| JPM JPMorgan Chase & Co. | 0.04% | 1,562 | $459K | No change |
| ENB Enbridge Inc. | 0.04% | 8,200 | $445K | Reduce -2.4% |
| CLS Celestica Inc. | 0.03% | 1,500 | $423K | No change |
| NVDA Nvidia Corp. | 0.03% | 2,300 | $401K | No change |
| TSLA Tesla Inc. | 0.03% | 962 | $358K | No change |
| FTS Fortis Inc. | 0.03% | 6,089 | $340K | Reduce -18.3% |
| BND Vanguard Total Bond Market | 0.02% | 3,185 | $235K | No change |
| EMA Emera Inc. | 0.02% | 4,500 | $233K | 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 | No change |
| SU Suncor Energy Inc. | 0.02% | 3,146 | $208K | New |
Portfolio Sells Q4 2025 → Q1 2026
| ADBE Adobe Inc. | Sold out | 0.00% | −1.43 |
| WSO Watsco Inc. | Reduce -80.9% | 0.40% | −1.39 |
| GOOG Alphabet Inc. Class C | Reduce -13.9% | 6.79% | −1.14 |
| MSFT Microsoft Corp. | Reduce -0.4% | 4.33% | −0.89 |
| AAPL Apple Inc. | Reduce -7.3% | 6.08% | −0.38 |
| MCO Moody's Corp. | Reduce -0.7% | 3.74% | −0.31 |
| V Visa Inc. Class A | Reduce -0.8% | 4.21% | −0.31 |
| BN Brookfield Corp. | Reduce -2.6% | 4.38% | −0.30 |
| DPZ Domino's Pizza Inc. | Reduce -2.9% | 2.29% | −0.23 |
| CPRT Copart Inc. | Reduce -1.0% | 2.07% | −0.20 |
| TDG Transdigm Group Inc. | Reduce -0.1% | 2.18% | −0.12 |
| AMZN Amazon.com Inc. | Reduce -1.0% | 4.04% | −0.12 |
| META Meta Platforms Inc. Class A | Reduce -0.2% | 1.85% | −0.12 |
| BAM Brookfield Asset Mgmt-A | Reduce -3.1% | 0.95% | −0.11 |
| FSV Firstservice Corp. | Reduce -0.5% | 2.85% | −0.09 |
| GOOGL Alphabet Inc. Class A | Reduce -12.8% | 0.22% | −0.03 |
| WCN Waste Connections Inc. | Reduce -1.4% | 3.81% | −0.03 |
| HEI Heico Corp. | Sold out | 0.00% | −0.02 |
| BNS Bank of Nova Scotia | Sold out | 0.00% | −0.02 |
| BMO Bank of Montreal | Reduce -29.7% | 0.06% | −0.01 |
| BIPC Brookfield Infrastructure-A | Reduce -0.7% | 0.11% | −0.01 |
| RY Royal Bank of Canada | Reduce -3.9% | 0.80% | −0.01 |
| FTS Fortis Inc. | Reduce -18.3% | 0.03% | −0.00 |
| ENB Enbridge Inc. | Reduce -2.4% | 0.04% | +0.01 |
| GRTUF Granite Real Estate Investme | Reduce -3.6% | 0.39% | +0.01 |
| SYK Stryker Corp. | Reduce -0.8% | 3.02% | +0.03 |
| MSCI MSCI Inc. | Reduce -1.2% | 3.19% | +0.03 |
| BRK.B Berkshire Hathaway Inc. Class B | Reduce -2.1% | 3.36% | +0.05 |
| BIP Brookfield Infrastructure Pa | Reduce -4.6% | 0.90% | +0.06 |
| PBA Pembina Pipeline Corp. | Reduce -7.4% | 0.65% | +0.10 |
| VCSH Vanguard S/T Corp. Bond ETF | Reduce -0.2% | 2.04% | +0.15 |
| QSR Restaurant Brands Intern | Reduce -2.5% | 2.07% | +0.27 |
| TFII Tfi International Inc. | Reduce -1.5% | 3.75% | +0.43 |
| LYV Live Nation Entertainment Inc. | Reduce -2.3% | 3.85% | +0.47 |
| TSM Taiwan Semiconductor-SP ADR | Reduce -2.6% | 3.64% | +0.55 |
| GRMN Garmin Ltd. | Reduce -0.8% | 2.93% | +0.56 |
| COST Costco Wholesale Corp. | Reduce -2.4% | 5.24% | +0.97 |
| CNQ Canadian Natural Resources | Reduce -4.6% | 3.91% | +1.29 |
Portfolio Buys Q4 2025 → Q1 2026
| FICO Fair Isaac Corp. | New | 1.56% | +1.56 |
| NFLX Netflix Inc. | Add +0.3% | 4.11% | +0.44 |
| KO The Coca-Cola Co. | Add +35.8% | 0.46% | +0.17 |
| VBIL Vanguard 0-3M T-Bill ETF | New | 0.07% | +0.07 |
| SU Suncor Energy Inc. | New | 0.02% | +0.02 |
| TD Toronto-Dominion Bank | Add +0.1% | 0.06% | +0.00 |
| QQQ Invesco QQQ Trust Series 1 | Add +0.1% | 0.05% | +0.00 |
| RACE Ferrari NV | Add +0.2% | 3.11% | −0.00 |
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 |