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Barry Schwartz

Baskin Financial Services Inc.

Assets Managed
$1.27B
Holdings
54
Last Quarter
2026 - Q2
Filed Date
1d ago
Growth Rate
4.01%(2Q avg: -2.03%)
Sustained Growth
1 quarters

Portfolio positions

This chart displays the top 10 holdings in Baskin Financial Services Inc.'s 2026 - Q2 portfolio, based on their 13F SEC filing, out of a total of 54 positions.

Assets under management

The assets under management (AUM) of Baskin Financial Services Inc. over the past 10 years (40 quarters) show continuous growth in total asset value over the last 1 quarters. As of the latest 13F SEC filing for 2026 - Q2, they manage 1.27B in assets, with a quarterly growth rate of 4.01% and a 2-quarter average growth rate of -2.03%. The portfolio is managed by Barry Schwartz, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
GOOG
Alphabet Inc-cl C
Recent Activity
Decreased -5.2%
7.62%
$96.78M
273,909 shares@ $353.33 avg price
AAPL
Apple Inc
Recent Activity
Decreased -3.27%
6.45%
$81.882M
282,975 shares@ $289.37 avg price
TSM
Taiwan Semiconductor-sp Adr
Recent Activity
Decreased -3.43%
4.78%
$60.626M
126,947 shares@ $477.57 avg price
COST
Costco Wholesale Corp
Recent Activity
Decreased -2.05%
4.64%
$58.895M
62,958 shares@ $935.47 avg price
V
Visa Inc-class A Shares
Recent Activity
Decreased -2.02%
4.51%
$57.169M
166,630 shares@ $343.09 avg price
TFII
Tfi International Inc
Recent Activity
Decreased -5.72%
4.5%
$57.077M
397,076 shares@ $143.75 avg price
AMZN
Amazon.com Inc
Recent Activity
Decreased -2.49%
4.34%
$55.102M
231,190 shares@ $238.35 avg price
LYV
Live Nation Entertainment In
Recent Activity
Decreased -2.85%
4.33%
$54.879M
299,706 shares@ $183.11 avg price
BN
Brookfield Corp
Recent Activity
Decreased -2.51%
4.32%
$54.791M
1.286M shares@ $42.61 avg price
MSFT
Microsoft Corp
Recent Activity
Decreased -0.46%
4.18%
$52.99M
142,057 shares@ $373.02 avg price

1-10 of 54