StockDriftsStockDriftsTop 50 Baskin Financial Services Inc. Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| GOOG | Alphabet Inc. Class C | 7.62% | 273.9K | $96.8M | -5.21%(-15.05K) | $38.23(+796.22%) | 2026-06-30 | |
| AAPL | Apple Inc. | 6.45% | 283.0K | $81.9M | -3.27%(-9.57K) | $51.21(+496.35%) | 2026-06-30 | |
| TSM | Taiwan Semiconductor Manufacturing Co | 4.77% | 126.9K | $60.6M | -3.44%(-4.52K) | $199.10(+114.40%) | 2026-06-30 | |
| COST | Costco Wholesale Corporation | 4.64% | 63.0K | $58.9M | -2.05%(-1.32K) | $313.51(+204.24%) | 2026-06-30 | |
| V | Visa Inc. Cls A | 4.5% | 166.6K | $57.2M | -2.03%(-3.45K) | $79.31(+356.37%) | 2026-06-30 | |
| TFII | TFI International Inc. | 4.49% | 397.1K | $57.1M | -5.73%(-24.13K) | $41.60(+250.02%) | 2026-06-30 | |
| AMZN | Amazon.com Inc | 4.34% | 231.2K | $55.1M | -2.50%(-5.92K) | $103.92(+152.64%) | 2026-06-30 | |
| LYV | Live Nation Entertainment Inc | 4.32% | 299.7K | $54.9M | -2.86%(-8.82K) | $42.21(+339.09%) | 2026-06-30 | |
| BN | Brookfield Corporation | 4.31% | 1.29M | $54.8M | -2.51%(-33.13K) | $21.72(+99.19%) | 2026-06-30 | |
| MSFT | Microsoft Corp. | 4.17% | 142.1K | $53.0M | -0.46%(-661) | $49.19(+888.25%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +14.00% | +48.15% | +7.41% | +42.99% |
| Top 20 Holdings Unweighted | +14.28% | +49.23% | +7.16% | +41.28% |
Baskin Financial Services Inc. reports $1.27B in US-listed equity holdings across 54 positions in its most recent 13F filing. Its largest disclosed positions are GOOG (7.6%), AAPL (6.5%) and TSM (4.8%). The top 20 holdings account for 81.18% of reported assets. Its disclosed equity book has returned +48.15% on a three-year cumulative basis. Figures reflect the Q2 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