Q2 2026 13F · SEC CIK 1511098

Baskin Financial Services Inc.

Wealth managerFiled 2026-07-13 for Q2 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $1.3B
Reported positions: 54
Top holdings a year, 3 yrs: +14.9%
Average holding period: 8.5 yrs

Baskin Financial Services Inc. is a wealth manager that reported 54 positions worth $1.3B in its Q2 2026 13F, filed 2026-07-13. Its largest holdings were Alphabet Inc (GOOG, 7.6%), Apple Inc (AAPL, 6.4%), Taiwan Semiconductor Manufac (TSM, 4.8%). A portfolio copying its top holdings returned 14.9% a year over the last 3 years, against 20.4% for the S&P 500.

Baskin Financial Services Inc. holdings largest 50 of 54 positions.

Weights are shares of the filer's total reported 13F value, compared with Q1 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.

Baskin Financial Services Inc. 13F holdings
Stock	% of 13F value	Q1 2026	Shares	Share change	Reported value
GOOGAlphabet Inc	7.6%	6.8%	273,909	-5.2%	$96.8M
AAPLApple Inc	6.4%	6.1%	282,975	-3.3%	$81.9M
TSMTaiwan Semiconductor Manufac	4.8%	3.6%	126,947	-3.4%	$60.6M
COSTCostco Whsl Corp New	4.6%	5.2%	62,958	-2.1%	$58.9M
VVisa Inc Com Cl A	4.5%	4.2%	166,630	-2.0%	$57.2M
TFIITfi International Inc	4.5%	3.8%	397,076	-5.7%	$57.1M
AMZNAmazon Com Inc Com	4.3%	4.0%	231,190	-2.5%	$55.1M
LYVLive Nation Entertainment in	4.3%	3.9%	299,706	-2.9%	$54.9M
BNBrookfield Corp	4.3%	4.4%	1,286,021	-2.5%	$54.8M
MSFTMicrosoft Corp	4.2%	4.3%	142,057	-0.5%	$53.0M
WCNWaste Connections Inc	3.7%	3.8%	282,069	-1.4%	$46.9M
MCOMoodys Corp	3.7%	3.7%	103,006	-1.7%	$46.7M
BRK-BBerkshire Hathaway Inc Del	3.3%	3.4%	84,076	-1.8%	$42.1M
RACEFerrari N V	3.3%	3.1%	110,984	-1.0%	$41.3M
MSCIMSCI Inc	3.1%	3.2%	70,217	-2.7%	$39.3M
FICOFair Isaac Corp	3.1%	1.6%	32,497	+81.9%	$38.8M
CNQCanadian Nat Res Ltd Med Term Com	3.0%	3.9%	953,640	-2.6%	$37.7M
NFLXNetflix Inc Total	2.9%	4.1%	524,661	+0.4%	$37.5M
SYKStryker Corporation	2.8%	3.0%	112,846	+0.6%	$35.5M
GRMNGarmin Ltd	2.8%	2.9%	147,615	-4.3%	$35.1M
FSVFirstservice Corp New Sub Vtg	2.8%	2.9%	246,257	-1.6%	$35.0M
TDGTransdigm Group Inc	2.4%	2.2%	22,463	-2.0%	$29.9M
METAMeta Platforms Inc Class A	2.4%	1.9%	53,073	+34.4%	$29.9M
VCSHVanguard Scottsdale Fds	1.9%	2.0%	310,385	-1.0%	$24.5M
QSRRestaurant Brands Intl Inc Com	1.9%	2.1%	336,931	-1.2%	$24.4M
DPZDominos Pizza Inc	1.8%	2.3%	78,055	-0.0%	$23.1M
RYRoyal Bank of Canada	1.0%	0.8%	58,458	-3.5%	$12.1M
BAMBrookfield Asset Management	0.9%	0.9%	257,314	-0.9%	$11.5M
BIPBrookfield Infrastructure Pa	0.8%	0.9%	288,828	-5.6%	$10.5M
KOCoca Cola Co	0.7%	0.5%	111,297	+50.2%	$9.0M
PBAPembina Pipeline Corp	0.6%	0.6%	169,750	-3.8%	$7.8M
WSOWatsco Inc	0.4%	0.4%	12,839	-4.7%	$5.3M
GOOGLAlphabet Inc	0.3%	0.2%	9,443	-0.1%	$3.4M
TJXTjx Cos Inc New Com	0.1%	0.1%	11,080	+0.0%	$1.7M
BIPCBrookfield Infrastructure Corp	0.1%	0.1%	38,174	+9.9%	$1.5M
TDToronto Dominion Bank	0.1%	0.1%	10,026	+29.5%	$1.2M
BMOBank of Montreal	0.1%	0.1%	4,967	+0.0%	$877K
QQQInvesco Qqq Tr	0.1%	0.1%	1,104	+2.1%	$813K
VBILVanguard Instl Index Fd	0.1%	0.1%	10,577	+0.0%	$800K
ENBEnbridge Inc Com	0.1%	0.0%	12,200	+48.8%	$661K
CLSCelestica Inc	0.0%	0.0%	1,500	+0.0%	$546K
NVDANvidia Corporation Com	0.0%	0.0%	2,670	+16.1%	$534K
JPMJpmorgan Chase & Co	0.0%	0.0%	1,541	-1.3%	$504K
MAMastercard Inc.	0.0%	0.1%	930	-32.6%	$478K
FTSFortis Inc	0.0%	0.0%	7,389	+21.3%	$423K
BNSBank Nova Scotia B C	0.0%	—	4,681	—	$406K
TSLATesla Inc Com	0.0%	0.0%	962	+0.0%	$405K
EMAEmera Inc	0.0%	0.0%	5,700	+26.7%	$302K
BEPBrookfield Renewable Energy	0.0%	—	7,500	—	$260K
VOOVanguard S&p 500 ETF	0.0%	—	375	—	$258K

What Baskin Financial Services Inc. bought and sold in Q2 2026, against Q1 2026.

New positions

Q1 2026's filing was too long to tell new positions apart.

Share counts compared with the Q1 2026 13F; a split also changes share counts. The latest filing lists more than 50 positions, so a position that left the top 50 may still be held.

How the holdings did against the S&P 500.

1 year: +7.3% /yr; S&P 500 +20.1%
3 years: +14.9% /yr; S&P 500 +20.4%
5 years: +6.7% /yr; S&P 500 +11.6%

A portfolio of the filer's 20 largest 13F positions, weighted by value and rebuilt each quarter on the day the filing became public. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.

Reported 13F value by quarter.

13F value by quarter
Quarter	13F value	Positions
Q2 2026	$1.3B	54
Q1 2026	$1.2B	53
Q4 2025	$1.3B	53
Q3 2025	$1.4B	52
Q2 2025	$1.3B	52
Q1 2025	$1.2B	49
Q4 2024	$1.3B	49
Q3 2024	$1.2B	50
Q2 2024	$1.2B	47
Q1 2024	$1.2B	50
Q4 2023	$1.1B	51
Q3 2023	$985.7M	54

Questions about Baskin Financial Services Inc.'s portfolio

What stocks does Baskin Financial Services Inc. own?

Baskin Financial Services Inc.'s latest 13F, for Q2 2026 and filed Jul 13, 2026, lists 54 positions worth $1.3B. The largest are Alphabet Inc (GOOG) at 7.6%, Apple Inc (AAPL) at 6.4%, Taiwan Semiconductor Manufac (TSM) at 4.8%, Costco Whsl Corp New (COST) at 4.6% and Visa Inc Com Cl A (V) at 4.5%.

What did Baskin Financial Services Inc. buy last quarter?

In Q2 2026, Baskin Financial Services Inc. added Fair Isaac Corp (FICO) (+81.9% shares), Coca Cola Co (KO) (+50.2% shares) and Enbridge Inc Com (ENB) (+48.8% shares), compared with its Q1 2026 filing.

What did Baskin Financial Services Inc. sell last quarter?

In Q2 2026, Baskin Financial Services Inc. cut from its top 50 Copart Inc (CPRT), cut from its top 50 Granite Real Estate Investment trust (GRTUF), cut from its top 50 Vanguard Total Bond Market ETF (BND), Mastercard Inc. (MA) (-32.6% shares), Tfi International Inc (TFII) (-5.7% shares) and Brookfield Infrastructure Pa (BIP) (-5.6% shares), compared with its Q1 2026 filing.

How has Baskin Financial Services Inc.'s portfolio performed?

A portfolio copying Baskin Financial Services Inc.'s 20 largest 13F holdings each quarter, from the day each filing was public, returned +14.9% a year over the last 3 years, against +20.4% for the S&P 500. Over 1 year: +7.3% against +20.1%. Over 5 years: +6.7% a year against +11.6%.

When is Baskin Financial Services Inc.'s next 13F filing due?

13F filings are due 45 days after each quarter ends. Baskin Financial Services Inc.'s filing for the quarter ending Sep 30, 2026 is due by Nov 14, 2026; this page updates the day after it is published.