StockDriftsStockDriftsTop 50 Baskin Financial Services INC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| AAPL | Apple Inc. | 7.34% | 273.5K | $91.1M | -3.34%(-9.46K) | $51.21(+569.70%) | 2026-09-30 | |
| GOOG | Alphabet Inc. Class C | 7.32% | 266.4K | $90.8M | -2.72%(-7.46K) | $38.23(+789.70%) | 2026-09-30 | |
| MSFT | Microsoft Corp. | 5.8% | 140.3K | $72.0M | -1.22%(-1.73K) | $49.19(+984.72%) | 2026-09-30 | |
| V | Visa Inc. Cls A | 4.71% | 162.7K | $58.5M | -2.34%(-3.90K) | $79.31(+408.04%) | 2026-09-30 | |
| TSM | Taiwan Semiconductor Manufacturing Co | 4.56% | 123.9K | $56.5M | -2.37%(-3.01K) | $199.10(+111.06%) | 2026-09-30 | |
| AMZN | Amazon.com Inc | 4.55% | 226.4K | $56.4M | -2.07%(-4.78K) | $103.92(+152.55%) | 2026-09-30 | |
| COST | Costco Wholesale Corporation | 4.53% | 61.7K | $56.2M | -1.98%(-1.25K) | $313.51(+217.54%) | 2026-09-30 | |
| LYV | Live Nation Entertainment Inc | 4.02% | 294.4K | $49.8M | -1.79%(-5.35K) | $42.21(+304.62%) | 2026-09-30 | |
| TFII | TFI International Inc. | 3.73% | 386.6K | $46.3M | -2.64%(-10.50K) | $41.60(+168.26%) | 2026-09-30 | |
| BN | Brookfield Corporation | 3.71% | 1.26M | $46.0M | -1.83%(-23.47K) | $21.72(+67.84%) | 2026-09-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +14.17% | +48.82% | +6.62% | +37.76% |
| Top 20 Holdings Unweighted | +14.58% | +50.43% | +6.30% | +35.75% |
Baskin Financial Services INC reports $1.24B in US-listed equity holdings across 58 positions in its most recent 13F filing. Its largest disclosed positions are AAPL (7.3%), GOOG (7.3%) and MSFT (5.8%). The top 20 holdings account for 82.58% of reported assets. Its disclosed equity book has returned +48.82% on a three-year cumulative basis. Figures reflect the Q3 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Baskin Financial Services INC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1511098). View Baskin Financial Services INC’s 13F filings on SEC