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Portfolio (Quarterly) Guide ↗

Baskin Financial Services Inc.

· CIK 0001511098
13F Portfolio $1.2B AUM 53 positions Filed Apr 13, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 3 New 1 Added 30 Reduced 3 Exited
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 FICO Fair Isaac Corporation Technology 17,869.0 $19.1M 1.56% NEW $1067.55 +19.5%
2 VBIL Vanguard 0-3 Month Treasury Bill ETF 10,577.0 $800K 0.07% NEW $75.64 +0.0%
3 SU Suncor Energy Energy 3,146.0 $208K 0.02% NEW $66.12 -2.6%

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 20.0%
Communication Services 18.1%
Financial Services 17.8%
Industrials 13.1%
Consumer Cyclical 12.5%
Consumer Defensive 6.1%
Energy 5.0%
Healthcare 3.2%
Real Estate 3.1%
Utilities 1.1%