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Portfolio (Quarterly) Guide ↗

Baskin Financial Services Inc.

· CIK 0001511098
13F Portfolio $1.3B AUM 53 positions Filed Jan 27, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 53 New
Page 3 of 3  ·  53 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 QQQ Invesco QQQ Trust Financial Services 1,080.0 $663K 0.05% NEW $613.89 +18.8%
42 JPM JP Morgan Chase & Co Financial Services 1,562.0 $503K 0.04% NEW $322.02 -7.1%
43 CLS Celestica Inc Technology 1,500.0 $444K 0.03% NEW $296.00 +20.8%
44 TSLA Tesla Motors Inc Consumer Cyclical 962.0 $433K 0.03% NEW $450.10 -2.2%
45 NVDA Nvidia Corp Technology 2,300.0 $429K 0.03% NEW $186.52 +14.0%
46 ENB Enbridge Inc. Energy 8,400.0 $402K 0.03% NEW $47.86 +17.3%
47 FTS Fortis Inc. Utilities 7,449.0 $387K 0.03% NEW $51.95 +9.4%
48 HEI HEICO Corporation Industrials 750.0 $243K 0.02% NEW $324.00 -4.5%
49 BND Vanguard Total Bond Market ETF 3,185.0 $236K 0.02% NEW $74.10 -1.1%
50 VCIT Vanguard Intermediate-Term Corp Bond Index Fund ETF 2,793.0 $234K 0.02% NEW $83.78 -1.4%
51 BSV Vanguard Short-Term Bond Index Fund ETF 2,945.0 $232K 0.02% NEW $78.78 -1.0%
52 Emera Inc. 4,500.0 $222K 0.02% NEW $49.33
53 BNS Bank of Nova Scotia Financial Services 2,717.0 $200K 0.01% NEW $73.61 +9.6%
Page 3 of 3  ·  53 positions

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%
Financial Services 18.8%
Communication Services 18.4%
Industrials 14.5%
Consumer Cyclical 12.6%
Consumer Defensive 4.9%
Energy 3.4%
Real Estate 3.2%
Healthcare 3.2%
Utilities 1.1%