Q3 2026 13F · SEC CIK 1511098

Baskin Financial Services Inc.

Wealth managerFiled 2026-10-19 for Q3 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $1.2B
Reported positions: 58
Top holdings a year, 3 yrs: +14.9%
Average holding period: 9.1 yrs

Baskin Financial Services Inc. is a wealth manager that reported 58 positions worth $1.2B in its Q3 2026 13F, filed 2026-10-19. Its largest holdings were Apple Inc (AAPL, 7.3%), Alphabet Inc (GOOG, 7.3%), Microsoft Corp (MSFT, 5.8%). 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 58 positions.

Weights are shares of the filer's total reported 13F value, compared with Q2 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	Q2 2026	Shares	Share change	Reported value
AAPLApple Inc	7.3%	6.4%	273,520	-3.3%	$91.1M
GOOGAlphabet Inc	7.3%	7.6%	266,449	-2.7%	$90.8M
MSFTMicrosoft Corp	5.8%	4.2%	140,330	-1.2%	$72.0M
VVisa Inc	4.7%	4.5%	162,731	-2.3%	$58.5M
TSMTaiwan Semiconductor Manufac	4.6%	4.8%	123,941	-2.4%	$56.5M
AMZNAmazon Com Inc	4.5%	4.3%	226,412	-2.1%	$56.4M
COSTCostco Wholesale Corporation	4.5%	4.6%	61,712	-2.0%	$56.2M
LYVLive Nation Entertainment in	4.0%	4.3%	294,352	-1.8%	$49.8M
TFIITfi International Inc	3.7%	4.5%	386,577	-2.6%	$46.3M
BNBrookfield Corp	3.7%	4.3%	1,262,547	-1.8%	$46.0M
MCOMoodys Corp	3.7%	3.7%	100,917	-2.0%	$45.8M
CNQCanadian Nat Res Ltd Med Ter	3.5%	3.0%	933,844	-2.1%	$43.9M
RACEFerrari N V	3.5%	3.3%	109,234	-1.6%	$42.9M
WCNWaste Connections Inc	3.4%	3.7%	277,350	-1.7%	$42.7M
GRMNGarmin Ltd	3.4%	2.8%	146,185	-1.0%	$41.9M
BRK-BBerkshire Hathaway Inc Del	3.3%	3.3%	82,200	-2.2%	$40.9M
METAMeta Platforms Inc	3.1%	2.4%	52,212	-1.6%	$37.9M
MSCIMsci Inc	3.0%	3.1%	68,838	-2.0%	$37.1M
NFLXNetflix Inc.	2.9%	2.9%	524,915	+0.0%	$36.5M
FSVFirst Service Corp	2.5%	2.8%	244,813	-0.6%	$31.3M
SYKStryker Corporation	2.5%	2.8%	110,407	-2.2%	$30.4M
TDGTransdigm Group Inc	1.9%	2.4%	22,194	-1.2%	$24.0M
VCSHVanguard Scottsdale Fds	1.9%	1.9%	309,241	-0.4%	$23.9M
QSRRestaurant Brands Intl Inc	1.9%	1.9%	326,922	-3.0%	$23.2M
DPZDominos Pizza Inc	1.8%	1.8%	75,312	-3.5%	$22.6M
FICOFair Isaac Corp	1.5%	3.1%	31,280	-3.7%	$18.5M
BAMBrookfield Asset Managmt Ltd	0.9%	0.9%	255,952	-0.5%	$11.4M
RYRoyal Bk Cda	0.9%	1.0%	57,698	-1.3%	$11.3M
KOCoca Cola Co	0.9%	0.7%	123,061	+10.6%	$10.6M
BIPBrookfield Infrastructure Pa	0.8%	0.8%	280,972	-2.7%	$10.0M
PBAPembina Pipeline Corp	0.6%	0.6%	172,649	+1.7%	$7.7M
WSOWatsco	0.3%	0.4%	11,811	-8.0%	$3.6M
GOOGLAlphabet Inc	0.3%	0.3%	9,323	-1.3%	$3.2M
TJXTjx Cos Inc New	0.1%	0.1%	11,080	+0.0%	$1.5M
BIPCBrookfield Infrastructure Co	0.1%	0.1%	36,588	-4.2%	$1.3M
TDToronto Dominion Bk Ont	0.1%	0.1%	10,831	+8.0%	$1.3M
NVDANvidia Corporation	0.1%	0.0%	5,320	+99.3%	$1.2M
SOBOSouth Bow Corp	0.1%	—	35,380	—	$1.2M
FTSFortis Inc	0.1%	0.0%	18,089	+144.8%	$955K
VBILVanguard Instl Index Fd	0.1%	0.1%	10,577	+0.0%	$801K
QQQInvesco Qqq Tr	0.1%	0.1%	1,056	-4.3%	$781K
EMAEmera Inc	0.1%	0.0%	13,700	+140.4%	$654K
BMOBank of Montreal	0.0%	0.1%	3,501	-29.5%	$585K
JPMJpmorgan Chase & Co	0.0%	0.0%	1,761	+14.3%	$583K
ENBEnbridge Inc	0.0%	0.1%	12,137	-0.5%	$564K
CLSCelestica Inc	0.0%	0.0%	1,500	+0.0%	$542K
BNSBank Nova Scotia B C	0.0%	0.0%	5,640	+20.5%	$513K
MAMastercard Incorporated	0.0%	0.0%	930	+0.0%	$513K
TSLATesla Inc	0.0%	0.0%	962	+0.0%	$341K
MFCManulife Finl Corp	0.0%	—	7,900	—	$336K

What Baskin Financial Services Inc. bought and sold in Q3 2026, against Q2 2026.

New positions

Q2 2026's filing was too long to tell new positions apart.

Share counts compared with the Q2 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, bought the trading day after each 13F was filed and held until the next one was: what copying this filer could have earned. 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
Q3 2026	$1.2B	58
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

Questions about Baskin Financial Services Inc.'s portfolio

What stocks does Baskin Financial Services Inc. own?

Baskin Financial Services Inc.'s latest 13F, for Q3 2026 and filed Oct 19, 2026, lists 58 positions worth $1.2B. The largest are Apple Inc (AAPL) at 7.3%, Alphabet Inc (GOOG) at 7.3%, Microsoft Corp (MSFT) at 5.8%, Visa Inc (V) at 4.7% and Taiwan Semiconductor Manufac (TSM) at 4.6%.

What did Baskin Financial Services Inc. buy last quarter?

In Q3 2026, Baskin Financial Services Inc. added Fortis Inc (FTS) (+144.8% shares), Emera Inc (EMA) (+140.4% shares) and Nvidia Corporation (NVDA) (+99.3% shares), compared with its Q2 2026 filing.

What did Baskin Financial Services Inc. sell last quarter?

In Q3 2026, Baskin Financial Services Inc. cut from its top 50 Brookfield Renewable Energy (BEP), cut from its top 50 Vanguard Index Fds (VOO), Bank of Montreal (BMO) (-29.5% shares) and Watsco (WSO) (-8.0% shares), compared with its Q2 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 Dec 31, 2026 is due by Feb 14, 2027; this page updates the day after it is published.