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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
Page 2 of 2  ·  27 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 RY Royal Bank of Canada Financial Services 58,458.0 $12.1M 0.95% -2K -3.5% $206.78 -0.8%
22 Brookfield Asset Management Ltd 257,314.0 $11.5M 0.91% -2K -0.9% $44.79
23 BIP Brookfield Infrast. Partners LP C$ Utilities 288,828.0 $10.5M 0.83% -17K -5.6% $36.47 +6.8%
24 PBA Pembina Pipeline Corp Energy 169,750.0 $7.8M 0.62% -7K -3.8% $46.20 +5.5%
25 WSO Watsco Inc. Industrials 12,839.0 $5.3M 0.42% -628.0 -4.7% $416.70 -25.1%
26 JPM JP Morgan Chase & Co Financial Services 1,541.0 $504K 0.04% -21.0 -1.3% $327.06 +7.5%
27 MA Mastercard Inc Class A Financial Services 930.0 $478K 0.04% -450.0 -32.6% $513.98 +13.0%
Page 2 of 2  ·  27 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 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%