Baskin Financial Services Inc.
CIK: 1511098SEC EDGAR →
Portfolio Value
$1.3B
Holdings
54
As of
Q2 2026
New Positions
4
Closed Positions
3
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | Alphabet Inc. Class C | 273,909 | $96.8M | 7.62% |
| 2 | Apple Inc. | 282,975 | $81.9M | 6.45% |
| 3 | Taiwan Semiconductor Manufacturing Co | 126,947 | $60.6M | 4.77% |
| 4 | Costco Wholesale Corporation | 62,958 | $58.9M | 4.64% |
| 5 | Visa Inc. Cls A | 166,630 | $57.2M | 4.50% |
| 6 | TFI International Inc. | 397,076 | $57.1M | 4.49% |
| 7 | Amazon.com Inc | 231,190 | $55.1M | 4.34% |
| 8 | Live Nation Entertainment Inc | 299,706 | $54.9M | 4.32% |
| 9 | Brookfield Corporation | 1,286,021 | $54.8M | 4.31% |
| 10 | Microsoft Corp. | 142,057 | $53.0M | 4.17% |
Quarterly Changes
Top Buys
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Technology | 7 | $270.5M | 21.3% |
| Financial Services | 18 | $251.5M | 19.8% |
| Communication Services | 5 | $222.4M | 17.5% |
| Consumer Cyclical | 6 | $146.0M | 11.5% |
| Industrials | 3 | $109.4M | 8.6% |
| Unknown | 3 | $72.8M | 5.7% |
| Consumer Defensive | 2 | $67.9M | 5.3% |
| Energy | 2 | $38.3M | 3.0% |
| Healthcare | 1 | $35.5M | 2.8% |
| Real Estate | 1 | $35.0M | 2.8% |
| Utilities | 6 | $20.8M | 1.6% |