Vault-13

Baskin Financial Services Inc.

TORONTO, A6 · CIK 1511098 · 13F filing filed 2026-07-13

No investment adviser registration (Form ADV) found for this filer. It may be a parent company whose subsidiaries are the registered advisers, a bank or insurer, or a manager based outside the US.

$1.3bn reported value +4.0% vs Q1 2026
54positions
49.6%in top 10
4 new 12 added 30 reduced 3 sold out vs Q1 2026

Holdings, Q2 2026

The small lines show how much was held over the last 4 quarters (adjusted for stock splits).

#SecurityTickerShares Value% of portfolioChangeShares change
1 ALPHABET INC CAP STK CL C GOOG GOOG 273,909 $96.8m7.62% 7.62% ReducedShares held: Q3 2025 350.4k, Q4 2025 335.6k, Q1 2026 289.0k, Q2 2026 273.9k -15.0k -15,047 -5.2%
2 APPLE INC COM AAPL AAPL 282,975 $81.9m6.45% 6.45% ReducedShares held: Q3 2025 322.5k, Q4 2025 315.5k, Q1 2026 292.5k, Q2 2026 283.0k -9.6k -9,568 -3.3%
3 TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS TSM TSM 126,947 $60.6m4.77% 4.77% ReducedShares held: Q3 2025 135.3k, Q4 2025 135.0k, Q1 2026 131.5k, Q2 2026 126.9k -4.5k -4,516 -3.4%
4 COSTCO WHSL CORP NEW COM COST COST 62,958 $58.9m4.64% 4.64% ReducedShares held: Q3 2025 66.5k, Q4 2025 65.9k, Q1 2026 64.3k, Q2 2026 63.0k -1.3k -1,320 -2.0%
5 VISA INC COM CL A V V 166,630 $57.2m4.50% 4.50% ReducedShares held: Q3 2025 173.1k, Q4 2025 171.4k, Q1 2026 170.1k, Q2 2026 166.6k -3.4k -3,447 -2.0%
6 TFI INTL INC COM TFII TFII 397,076 $57.1m4.49% 4.49% ReducedShares held: Q3 2025 427.4k, Q4 2025 427.6k, Q1 2026 421.2k, Q2 2026 397.1k -24.1k -24,127 -5.7%
7 AMAZON COM INC COM AMZN AMZN 231,190 $55.1m4.34% 4.34% ReducedShares held: Q3 2025 241.4k, Q4 2025 239.5k, Q1 2026 237.1k, Q2 2026 231.2k -5.9k -5,922 -2.5%
8 LIVE NATION ENTERTAINMENT IN COM LYV LYV 299,706 $54.9m4.32% 4.32% ReducedShares held: Q3 2025 316.5k, Q4 2025 315.8k, Q1 2026 308.5k, Q2 2026 299.7k -8.8k -8,821 -2.9%
9 BROOKFIELD CORP CL A LTD VT SH BN BN 1,286,021 $54.8m4.31% 4.31% ReducedShares held: Q3 2025 1.4m, Q4 2025 1.4m, Q1 2026 1.3m, Q2 2026 1.3m -33.1k -33,130 -2.5%
10 MICROSOFT CORP COM MSFT MSFT 142,057 $53.0m4.17% 4.17% ReducedShares held: Q3 2025 145.1k, Q4 2025 143.3k, Q1 2026 142.7k, Q2 2026 142.1k -661 -661 -0.5%
11 WASTE CONNECTIONS INC COM WCN WCN 282,069 $46.9m3.70% 3.70% ReducedShares held: Q3 2025 291.3k, Q4 2025 290.4k, Q1 2026 286.2k, Q2 2026 282.1k -4.1k -4,122 -1.4%
12 MOODYS CORP COM MCO MCO 103,006 $46.7m3.67% 3.67% ReducedShares held: Q3 2025 106.6k, Q4 2025 105.6k, Q1 2026 104.8k, Q2 2026 103.0k -1.8k -1,807 -1.7%
13 BERKSHIRE HATHAWAY INC DEL CL B NEW BRK.B BRK.B 84,076 $42.1m3.31% 3.31% ReducedShares held: Q3 2025 87.9k, Q4 2025 87.4k, Q1 2026 85.6k, Q2 2026 84.1k -1.5k -1,530 -1.8%
14 FERRARI N V COM RACE RACE 110,984 $41.3m3.25% 3.25% ReducedShares held: Q3 2025 110.4k, Q4 2025 111.8k, Q1 2026 112.1k, Q2 2026 111.0k -1.1k -1,115 -1.0%
15 MSCI INC COM MSCI MSCI 70,217 $39.3m3.10% 3.10% ReducedShares held: Q3 2025 73.9k, Q4 2025 73.1k, Q1 2026 72.2k, Q2 2026 70.2k -2.0k -1,984 -2.8%
16 FAIR ISAAC CORP COM FICO FICO 32,497 $38.8m3.06% 3.06% AddedShares held: Q3 2025 0, Q4 2025 0, Q1 2026 17.9k, Q2 2026 32.5k +14.6k +14,628 81.9%
17 CANADIAN NAT RES LTD COM CNQ CNQ 953,640 $37.7m2.97% 2.97% ReducedShares held: Q3 2025 1.0m, Q4 2025 1.0m, Q1 2026 979.2k, Q2 2026 953.6k -25.6k -25,573 -2.6%
18 NETFLIX INC COM NFLX NFLX 524,661 $37.5m2.95% 2.95% AddedShares held: Q3 2025 526.5k, Q4 2025 520.6k, Q1 2026 522.3k, Q2 2026 524.7k +2.3k +2,348 0.5%
19 STRYKER CORPORATION COM SYK SYK 112,846 $35.5m2.80% 2.80% AddedShares held: Q3 2025 113.4k, Q4 2025 113.0k, Q1 2026 112.1k, Q2 2026 112.8k +718 +718 0.6%
20 GARMIN LTD SHS GRMN GRMN 147,615 $35.1m2.76% 2.76% ReducedShares held: Q3 2025 154.2k, Q4 2025 155.5k, Q1 2026 154.3k, Q2 2026 147.6k -6.7k -6,679 -4.3%
21 FIRSTSERVICE CORP NEW COM FSV FSV 246,257 $35.0m2.75% 2.75% ReducedShares held: Q3 2025 250.5k, Q4 2025 251.5k, Q1 2026 250.3k, Q2 2026 246.3k -4.0k -4,044 -1.6%
22 TRANSDIGM GROUP INC COM TDG TDG 22,463 $29.9m2.36% 2.36% ReducedShares held: Q3 2025 23.1k, Q4 2025 22.9k, Q1 2026 22.9k, Q2 2026 22.5k -463 -463 -2.0%
23 META PLATFORMS INC CL A META META 53,073 $29.9m2.35% 2.35% AddedShares held: Q3 2025 38.8k, Q4 2025 39.6k, Q1 2026 39.5k, Q2 2026 53.1k +13.6k +13,587 34.4%
24 VANGUARD SCOTTSDALE FDS SHRT TRM CORP BD VCSH VCSH 310,385 $24.5m1.93% 1.93% ReducedShares held: Q3 2025 310.7k, Q4 2025 314.2k, Q1 2026 313.5k, Q2 2026 310.4k -3.2k -3,151 -1.0%
25 RESTAURANT BRANDS INTL INC COM QSR QSR 336,931 $24.4m1.92% 1.92% ReducedShares held: Q3 2025 349.8k, Q4 2025 350.1k, Q1 2026 341.2k, Q2 2026 336.9k -4.2k -4,221 -1.2%
26 DOMINOS PIZZA INC COM DPZ DPZ 78,055 $23.1m1.82% 1.82% ReducedShares held: Q3 2025 80.3k, Q4 2025 80.4k, Q1 2026 78.1k, Q2 2026 78.1k -38 -38 -0.1%
27 ROYAL BK CDA COM RY RY 58,458 $12.1m0.95% 0.95% ReducedShares held: Q3 2025 64.6k, Q4 2025 63.0k, Q1 2026 60.6k, Q2 2026 58.5k -2.1k -2,095 -3.5%
28 BROOKFIELD ASSET MANAGMT LTD CL A LMT VTG SHS BAM BAM 257,314 $11.5m0.91% 0.91% ReducedShares held: Q3 2025 270.9k, Q4 2025 267.9k, Q1 2026 259.6k, Q2 2026 257.3k -2.3k -2,335 -0.9%
29 BROOKFIELD INFRAST PARTNERS LP INT UNIT BIP BIP 288,828 $10.5m0.83% 0.83% ReducedShares held: Q3 2025 326.3k, Q4 2025 320.7k, Q1 2026 305.9k, Q2 2026 288.8k -17.1k -17,052 -5.6%
30 COCA COLA CO COM KO KO 111,297 $9.0m0.71% 0.71% AddedShares held: Q3 2025 0, Q4 2025 54.5k, Q1 2026 74.1k, Q2 2026 111.3k +37.2k +37,218 50.2%
31 PEMBINA PIPELINE CORP COM PBA PBA 169,750 $7.8m0.62% 0.62% ReducedShares held: Q3 2025 193.9k, Q4 2025 190.6k, Q1 2026 176.5k, Q2 2026 169.8k -6.7k -6,745 -3.8%
32 WATSCO INC COM WSO WSO 12,839 $5.3m0.42% 0.42% ReducedShares held: Q3 2025 71.2k, Q4 2025 70.6k, Q1 2026 13.5k, Q2 2026 12.8k -628 -628 -4.7%
33 ALPHABET INC CAP STK CL A GOOGL GOOGL 9,443 $3.4m0.27% 0.27% ReducedShares held: Q3 2025 11.7k, Q4 2025 10.8k, Q1 2026 9.4k, Q2 2026 9.4k -5 -5 -0.1%
34 TJX COS INC NEW COM TJX TJX 11,080 $1.7m0.13% 0.13% UnchangedShares held: Q3 2025 11.1k, Q4 2025 11.1k, Q1 2026 11.1k, Q2 2026 11.1k
35 BROOKFIELD INFRASTRUCTURE CO COM SUB VTG A BIPC BIPC 38,174 $1.5m0.12% 0.12% AddedShares held: Q3 2025 35.5k, Q4 2025 35.0k, Q1 2026 34.7k, Q2 2026 38.2k +3.4k +3,447 9.9%
36 TORONTO DOMINION BK ONT COM NEW TD TD 10,026 $1.2m0.10% 0.10% AddedShares held: Q3 2025 6.9k, Q4 2025 7.7k, Q1 2026 7.7k, Q2 2026 10.0k +2.3k +2,282 29.5%
37 BANK MONTREAL QUE COM BMO BMO 4,967 $877.0k0.07% 0.07% UnchangedShares held: Q3 2025 7.1k, Q4 2025 7.1k, Q1 2026 5.0k, Q2 2026 5.0k
38 INVESCO QQQ TR UNIT SER 1 QQQ QQQ 1,104 $813.0k0.06% 0.06% AddedShares held: Q3 2025 1.1k, Q4 2025 1.1k, Q1 2026 1.1k, Q2 2026 1.1k +23 +23 2.1%
39 VANGUARD INSTL INDEX FD 0-3 MO TREAS BIL VBIL VBIL 10,577 $800.0k0.06% 0.06% UnchangedShares held: Q3 2025 0, Q4 2025 0, Q1 2026 10.6k, Q2 2026 10.6k
40 ENBRIDGE INC COM ENB ENB 12,200 $661.0k0.05% 0.05% AddedShares held: Q3 2025 8.4k, Q4 2025 8.4k, Q1 2026 8.2k, Q2 2026 12.2k +4.0k +4,000 48.8%
41 CELESTICA INC COM CLS CLS 1,500 $546.0k0.04% 0.04% UnchangedShares held: Q3 2025 1.5k, Q4 2025 1.5k, Q1 2026 1.5k, Q2 2026 1.5k
42 NVIDIA CORPORATION COM NVDA NVDA 2,670 $534.0k0.04% 0.04% AddedShares held: Q3 2025 2.3k, Q4 2025 2.3k, Q1 2026 2.3k, Q2 2026 2.7k +370 +370 16.1%
43 JPMORGAN CHASE & CO COM JPM JPM 1,541 $504.0k0.04% 0.04% ReducedShares held: Q3 2025 1.6k, Q4 2025 1.6k, Q1 2026 1.6k, Q2 2026 1.5k -21 -21 -1.3%
44 MASTERCARD INCORPORATED CL A MA MA 930 $478.0k0.04% 0.04% ReducedShares held: Q3 2025 1.4k, Q4 2025 1.4k, Q1 2026 1.4k, Q2 2026 930 -450 -450 -32.6%
45 FORTIS INC COM FTS FTS 7,389 $423.0k0.03% 0.03% AddedShares held: Q3 2025 7.6k, Q4 2025 7.4k, Q1 2026 6.1k, Q2 2026 7.4k +1.3k +1,300 21.4%
46 BANK NOVA SCOTIA HALIFAX COM BNS BNS 4,681 $406.0k0.03% 0.03% NewShares held: Q3 2025 0, Q4 2025 2.7k, Q1 2026 0, Q2 2026 4.7k
47 TESLA INC COM TSLA TSLA 962 $405.0k0.03% 0.03% UnchangedShares held: Q3 2025 795, Q4 2025 962, Q1 2026 962, Q2 2026 962
48 EMERA INC COM EMA EMA 5,700 $302.0k0.02% 0.02% AddedShares held: Q3 2025 4.5k, Q4 2025 4.5k, Q1 2026 4.5k, Q2 2026 5.7k +1.2k +1,200 26.7%
49 BROOKFIELD RENEWABLE PARTNER PARTNERSHIP UNIT BEP BEP 7,500 $260.0k0.02% 0.02% NewShares held: Q3 2025 0, Q4 2025 0, Q1 2026 0, Q2 2026 7.5k
50 VANGUARD INDEX FDS S&P 500 ETF SHS VOO VOO 375 $258.0k0.02% 0.02% NewShares held: Q3 2025 0, Q4 2025 0, Q1 2026 0, Q2 2026 375
51 VANGUARD BD INDEX FDS TOTAL BND MRKT BND BND 3,185 $234.0k0.02% 0.02% UnchangedShares held: Q3 2025 3.2k, Q4 2025 3.2k, Q1 2026 3.2k, Q2 2026 3.2k
52 VANGUARD SCOTTSDALE FDS INT-TERM CORP VCIT VCIT 2,793 $231.0k0.02% 0.02% UnchangedShares held: Q3 2025 2.8k, Q4 2025 2.8k, Q1 2026 2.8k, Q2 2026 2.8k
53 VANGUARD BD INDEX FDS SHORT TRM BOND BSV BSV 2,945 $229.0k0.02% 0.02% UnchangedShares held: Q3 2025 2.9k, Q4 2025 2.9k, Q1 2026 2.9k, Q2 2026 2.9k
54 CANADIAN IMPERIAL BANK OF CO COM CM CM 1,810 $208.0k0.02% 0.02% NewShares held: Q3 2025 0, Q4 2025 0, Q1 2026 0, Q2 2026 1.8k

Sold out since Q1 2026

SecurityTickerShares held beforeValue then
COPART INC CPRT CPRT 760,384 $25.2m760.4k shares
GRANITE REAL ESTATE INVT TR GRTUF GRTUF 80,880 $4.8m80.9k shares
SUNCOR ENERGY INC NEW SU SU 3,146 $208.0k3.1k shares