Baskin Financial Services Inc.

Q3 2025 13F-HR Holdings

Location
Toronto, A6
Holdings as of
9/30/2025
Date filed
10/9/2025
Form type
13F-HR
Num holdings
52
Total value ($000)
$1,360,405
Net value change ($000)
+37,983 (2.9%)
New positions
0
Sold out positions
0
Turnover %
0.0%
Sector allocation + QoQ delta (equities-only)
Prev filing: 7/24/2025 Next filing: 1/27/2026 SEC filing

Snapshot: Change Analysis

Compared to Q2 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
GOOGL 22,383 35.5%
AAPL 15,639 23.5%
TSM 8,885 30.7%
GARMIN LTD 6,429 20.4%
BN 5,429 9.5%
FSV 3,710 8.4%
LYV 3,258 6.7%
MSFT 2,226 3.1%
BRK-B 1,990 4.7%
CNQ 1,023 3.2%
Top Reduces (Value $000, Stocks/ETFs)
NFLX -8,013 -11.3%
COST -4,575 -6.9%
TDG -3,905 -11.4%
WCN -3,228 -5.9%
CPRT -3,011 -8.0%
MCO -2,752 -5.1%
SYK -2,720 -6.1%
V -2,463 -4.0%
WSO -1,841 -6.0%
ADBE -1,639 -7.6%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type