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Baskin Financial Services Inc. Portfolio
$1.2B across 58 positions as of 2026-09-30, with 50% of it in the ten largest. 4 quarters on file.
How the reported portfolio did
Each 13F's long stock positions, held to the next quarter's end, against the S&P 500. Yearly rates, on closes without dividends.
1 year
-0.5%
-15.0% a year vs the S&P 500
3 years
+11.9%
-9.3% a year vs the S&P 500
5 years
+5.5%
-6.7% a year vs the S&P 500
Quarters ahead
7 of 21
| Quarter | Portfolio | S&P 500 |
|---|---|---|
| Jun 30, 2026 to Sep 30, 2026 | -1.5% | +2.1% |
| Mar 31, 2026 to Jun 30, 2026 | +6.3% | +14.8% |
| Dec 31, 2025 to Mar 31, 2026 | -4.8% | -4.6% |
| Sep 30, 2025 to Dec 31, 2025 | -0.1% | +2.4% |
| Jun 30, 2025 to Sep 30, 2025 | +2.4% | +7.8% |
| Mar 31, 2025 to Jun 30, 2025 | +7.0% | +10.5% |
| Dec 31, 2024 to Mar 31, 2025 | -3.5% | -4.6% |
| Sep 30, 2024 to Dec 31, 2024 | +2.8% | +2.1% |
Largest first
Share is of this manager's reported book. A holding with no symbol is one this site does not track as a company; the filing's own name for it is shown instead.
| Holding | Value | Share | Shares |
|---|---|---|---|
| AAPLApple Inc | $91.1M | 7.3% | 273,520 |
| GOOGAlphabet Inc | $90.8M | 7.3% | 266,449 |
| MSFTMicrosoft Corp | $72M | 5.8% | 140,330 |
| VVisa Inc | $58.5M | 4.7% | 162,731 |
| TSMTaiwan Semiconductor Manufacturing Co Ltd | $56.5M | 4.6% | 123,941 |
| AMZNAmazon.com Inc | $56.4M | 4.5% | 226,412 |
| COSTCostco Wholesale Corp | $56.2M | 4.5% | 61,712 |
| LYVLive Nation Entertainment Inc | $49.8M | 4.0% | 294,352 |
| TFIITFI International Inc. Common Shares | $46.3M | 3.7% | 386,577 |
| BNBrookfield Corporation Class A Limited Voting Shares | $46M | 3.7% | 1,262,547 |
| MCOMoody's Corp | $45.8M | 3.7% | 100,917 |
| CNQCanadian Natural Resources Ltd | $43.9M | 3.5% | 933,844 |
| Ferrari N.V. | $42.9M | 3.5% | 109,234 |
| WCNWaste Connections, Inc | $42.7M | 3.4% | 277,350 |
| Garmin Ltd | $41.9M | 3.4% | 146,185 |
| BRK.BBerkshire Hathaway Inc | $40.9M | 3.3% | 82,200 |
| METAMeta Platforms Inc | $37.9M | 3.1% | 52,212 |
| MSCIMSCI Inc | $37.1M | 3.0% | 68,838 |
| NFLXNetflix Inc | $36.5M | 2.9% | 524,915 |
| FSVFirstService Corp | $31.3M | 2.5% | 244,813 |
| SYKStryker Corp | $30.4M | 2.5% | 110,407 |
| TDGTransDigm Group Inc | $24M | 1.9% | 22,194 |
| VCSHVanguard Short-Term Corporate Bond ETF | $23.9M | 1.9% | 309,241 |
| QSRRestaurant Brands International Inc | $23.2M | 1.9% | 326,922 |
| DPZDomino's Pizza Inc | $22.6M | 1.8% | 75,312 |
| FICOFair Isaac Corp | $18.5M | 1.5% | 31,280 |
| BAMBROOKFIELD ASSET MANAGEMENT LTD | $11.4M | 0.9% | 255,952 |
| RYRoyal Bank of Canada | $11.3M | 0.9% | 57,698 |
| KOCoca-Cola Co | $10.6M | 0.9% | 123,061 |
| Brookfield Infrast. Partners LP C$ | $10M | 0.8% | 280,972 |
| PBAPembina Pipeline Corp | $7.7M | 0.6% | 172,649 |
| WSOWatsco Inc | $3.6M | 0.3% | 11,811 |
| GOOGLAlphabet Inc | $3.2M | 0.3% | 9,323 |
| TJXTJX Companies Inc | $1.5M | 0.1% | 11,080 |
| BIPCBrookfield Infrastructure Corp | $1.3M | 0.1% | 36,588 |
| TDToronto-Dominion Bank | $1.3M | 0.1% | 10,831 |
| NVDANVIDIA Corp | $1.2M | 0.1% | 5,320 |
| South Bow Corporation | $1.2M | 0.1% | 35,380 |
| FTSFortis Inc | $955K | 0.1% | 18,089 |
| Vanguard 0-3 Month Treasury Bill ETF | $801K | 0.1% | 10,577 |
| QQQInvesco QQQ Trust, Series 1 | $781K | 0.1% | 1,056 |
| Emera Inc. | $654K | 0.1% | 13,700 |
| BMOBank of Montreal | $585K | 0.0% | 3,501 |
| JPMJPMorgan Chase & Co | $583K | 0.0% | 1,761 |
| ENBEnbridge Inc | $564K | 0.0% | 12,137 |
| CLSCelestica Inc | $542K | 0.0% | 1,500 |
| MAMastercard Inc | $513K | 0.0% | 930 |
| BNSBank of Nova Scotia | $513K | 0.0% | 5,640 |
| TSLATesla Inc | $341K | 0.0% | 962 |
| MFCManulife Financial Corp | $336K | 0.0% | 7,900 |
| PANWPalo Alto Networks Inc | $278K | 0.0% | 700 |
| CMCanadian Imperial Bank of Commerce | $235K | 0.0% | 2,133 |
| VOOVanguard S&P 500 ETF | $234K | 0.0% | 334 |
| BSVVanguard Short-Term Bond ETF | $225K | 0.0% | 2,945 |
| BNDVanguard Total Bond Market ETF | $223K | 0.0% | 3,185 |
| VCITVanguard Intermediate-Term Corporate Bond ETF | $219K | 0.0% | 2,793 |
| SUSuncor Energy Inc (Canada) | $213K | 0.0% | 3,146 |
| Brookfield Renewable Energy | $211K | 0.0% | 7,500 |
Quarter ending 2026-09-30.
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