Portfolio (Quarterly) Guide ↗

Baskin Financial Services Inc.

· CIK 0001511098

13F Portfolio $1.3B AUM 54 positions Filed Jul 13, 2026 EDGAR ↗ ← All Funds

Q2 2026 Q1 2026 · All 4 New 11 Added 27 Reduced 3 Exited

#	Ticker	Company	Sector	Shares	Value ↓	% Port	Status
1	CPRT	Copart Inc.	Industrials	760,384	$25.2M	2.07%	SOLD
2	—	Granite Real Estate Investment Trust	—	80,880	$4.8M	0.39%	SOLD
3	SU	Suncor Energy	Energy	3,146	$208K	0.02%	SOLD

Sector Allocation

Technology 24.7%

Financial Services 19.6%

Consumer Cyclical 13.4%

Industrials 12.7%

Communication Services 11.5%

Consumer Defensive 6.2%

Energy 4.2%

Real Estate 3.2%

Healthcare 3.2%

Utilities 1.2%