Baskin Financial Services Inc. 13F Holdings · Q2 2026
Baskin Financial Services Inc. reported 54 securities worth $1.27B in its SEC 13F filing for Q2 2026 (period ended 2026-06-30). Top holdings: GOOG (7.62%), AAPL (6.45%), TSM (4.77%). Among its top 25 positions this quarter: 4 added, 21 trimmed.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | GOOG | Alphabet Inc. Class C | $96.8M | 7.62% | 273,909 | Trimmed |
| 2 | AAPL | Apple Inc. | $81.9M | 6.45% | 282,975 | Trimmed |
| 3 | TSM | Taiwan Semiconductor Manufacturing Co | $60.6M | 4.77% | 126,947 | Trimmed |
| 4 | COST | Costco Wholesale Corporation | $58.9M | 4.64% | 62,958 | Trimmed |
| 5 | V | Visa Inc. Cls A | $57.2M | 4.50% | 166,630 | Trimmed |
| 6 | TFII | TFI International Inc. | $57.1M | 4.49% | 397,076 | Trimmed |
| 7 | AMZN | Amazon.com Inc | $55.1M | 4.34% | 231,190 | Trimmed |
| 8 | LYV | Live Nation Entertainment Inc | $54.9M | 4.32% | 299,706 | Trimmed |
| 9 | BN | Brookfield Corporation | $54.8M | 4.31% | 1.3M | Trimmed |
| 10 | MSFT | Microsoft Corp. | $53.0M | 4.17% | 142,057 | Trimmed |
| 11 | WCN | Waste Connections Inc C$ | $46.9M | 3.70% | 282,069 | Trimmed |
| 12 | MCO | Moody's Corp | $46.7M | 3.67% | 103,006 | Trimmed |
| 13 | BRKB | Berkshire Hathaway B | $42.1M | 3.31% | 84,076 | Trimmed |
| 14 | RACE | Ferrari N.V. | $41.3M | 3.25% | 110,984 | Trimmed |
| 15 | MSCI | MSCI Inc | $39.3M | 3.10% | 70,217 | Trimmed |
| 16 | FICO | Fair Isaac Corporation | $38.8M | 3.06% | 32,497 | Added |
| 17 | CNQ | Canadian Natural Resources | $37.7M | 2.97% | 953,640 | Trimmed |
| 18 | NFLX | Netflix Inc | $37.5M | 2.95% | 524,661 | Added |
| 19 | SYK | Stryker Corp | $35.5M | 2.80% | 112,846 | Added |
| 20 | GRMN | Garmin Ltd | $35.1M | 2.76% | 147,615 | Trimmed |
| 21 | FSV | FirstService Corp | $35.0M | 2.75% | 246,257 | Trimmed |
| 22 | TDG | TransDigm Group Inc | $29.9M | 2.36% | 22,463 | Trimmed |
| 23 | META | Meta Platforms Inc. | $29.9M | 2.35% | 53,073 | Added |
| 24 | VCSH | Vanguard Short-Term Corporate Bond ETF | $24.5M | 1.93% | 310,385 | Trimmed |
| 25 | QSR | Restaurant Brands International | $24.4M | 1.92% | 336,931 | Trimmed |
Source: SEC Form 13F filings · as of 2026-06-30
Every position in this 13F-HR, with its change from the prior quarter.
13F holdings, latest quarter
SourceSEC EDGAR13F-HR