Baskin Financial Services Inc. 13F 持仓 · 2026年Q2
Baskin Financial Services 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 54 只证券，申报市值合计 12.70 亿美元。前几大持仓：GOOG（7.62%）、AAPL（6.45%）、TSM（4.77%）。本季前 25 大持仓中：增持 4 只、减持 21 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | GOOG | Alphabet Inc. Class C | $96.8M | 7.62% | 273,909 | 减持 |
| 2 | AAPL | Apple Inc. | $81.9M | 6.45% | 282,975 | 减持 |
| 3 | TSM | Taiwan Semiconductor Manufacturing Co | $60.6M | 4.77% | 126,947 | 减持 |
| 4 | COST | Costco Wholesale Corporation | $58.9M | 4.64% | 62,958 | 减持 |
| 5 | V | Visa Inc. Cls A | $57.2M | 4.50% | 166,630 | 减持 |
| 6 | TFII | TFI International Inc. | $57.1M | 4.49% | 397,076 | 减持 |
| 7 | AMZN | Amazon.com Inc | $55.1M | 4.34% | 231,190 | 减持 |
| 8 | LYV | Live Nation Entertainment Inc | $54.9M | 4.32% | 299,706 | 减持 |
| 9 | BN | Brookfield Corporation | $54.8M | 4.31% | 1.3M | 减持 |
| 10 | MSFT | Microsoft Corp. | $53.0M | 4.17% | 142,057 | 减持 |
| 11 | WCN | Waste Connections Inc C$ | $46.9M | 3.70% | 282,069 | 减持 |
| 12 | MCO | Moody's Corp | $46.7M | 3.67% | 103,006 | 减持 |
| 13 | BRKB | Berkshire Hathaway B | $42.1M | 3.31% | 84,076 | 减持 |
| 14 | RACE | Ferrari N.V. | $41.3M | 3.25% | 110,984 | 减持 |
| 15 | MSCI | MSCI Inc | $39.3M | 3.10% | 70,217 | 减持 |
| 16 | FICO | Fair Isaac Corporation | $38.8M | 3.06% | 32,497 | 增持 |
| 17 | CNQ | Canadian Natural Resources | $37.7M | 2.97% | 953,640 | 减持 |
| 18 | NFLX | Netflix Inc | $37.5M | 2.95% | 524,661 | 增持 |
| 19 | SYK | Stryker Corp | $35.5M | 2.80% | 112,846 | 增持 |
| 20 | GRMN | Garmin Ltd | $35.1M | 2.76% | 147,615 | 减持 |
| 21 | FSV | FirstService Corp | $35.0M | 2.75% | 246,257 | 减持 |
| 22 | TDG | TransDigm Group Inc | $29.9M | 2.36% | 22,463 | 减持 |
| 23 | META | Meta Platforms Inc. | $29.9M | 2.35% | 53,073 | 增持 |
| 24 | VCSH | Vanguard Short-Term Corporate Bond ETF | $24.5M | 1.93% | 310,385 | 减持 |
| 25 | QSR | Restaurant Brands International | $24.4M | 1.92% | 336,931 | 减持 |
来源：SEC 13F 申报文件 · 截至 2026-06-30
本期 13F-HR 中的全部持仓，以及相对上季度的变化。
13F 持仓，最新季度
来源SEC EDGAR13F-HR