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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
Page 3 of 3  ·  53 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 BMO Bank of Montreal Financial Services 4,967.0 $673K 0.06% -2K -29.7% $135.49 +20.4%
42 QQQ Invesco QQQ Trust Financial Services 1,081.0 $624K 0.05% $577.24 +26.3%
43 JPM JP Morgan Chase & Co Financial Services 1,562.0 $459K 0.04% $293.85 +1.8%
44 ENB Enbridge Inc. Energy 8,200.0 $445K 0.04% -200.0 -2.4% $54.27 +3.7%
45 CLS Celestica Inc Technology 1,500.0 $423K 0.04% $282.00 +27.3%
46 NVDA Nvidia Corp Technology 2,300.0 $401K 0.03% $174.35 +21.9%
47 TSLA Tesla Motors Inc Consumer Cyclical 962.0 $358K 0.03% $372.14 +18.1%
48 FTS Fortis Inc. Utilities 6,089.0 $340K 0.03% -1K -18.3% $55.84 +1.6%
49 BND Vanguard Total Bond Market ETF 3,185.0 $235K 0.02% $73.78 -0.7%
50 Emera Inc. 4,500.0 $233K 0.02% $51.78
51 VCIT Vanguard Intermediate-Term Corp Bond Index Fund ETF 2,793.0 $231K 0.02% $82.71 -0.1%
52 BSV Vanguard Short-Term Bond Index Fund ETF 2,945.0 $231K 0.02% $78.44 -0.5%
53 SU Suncor Energy Energy 3,146.0 $208K 0.02% NEW $66.12 -2.8%
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%
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%