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Baskin Financial Services Inc.
David Baskin · Investment Advisor · Value
Baskin Financial Services Inc., operating as Baskin Wealth Management, is an independently owned investment management firm based in Toronto, Canada. Founded in 1992 by David Baskin, the firm provides customized wealth management and discretionary portfolio management services primarily to high-net-worth families and foundations with investable assets exceeding $1 million. The firm focuses on managing diversified portfolios of high-quality North American equities and fixed-income securities to achieve long-term capital growth and income. Known for its high-touch client service and holistic financial planning, Baskin Financial manages approximately $1.4 billion in assets. The management team emphasizes transparency, direct access to decision-makers, and a multi-generational approach to wealth preservation and growth.
Simulated Performance
| Metric | Value |
|---|---|
| Total return | +2.4% |
| YTD return | +2.1% |
| Sharpe ratio | 0.78 |
| Win rate | 41% |
| AUM | $1.0B |
| Inception | Oct 1, 2025 |
| Updated | Sep 18, 2026 |
Institution Status
| Field | Value |
|---|---|
| AUM | $1.0B |
| Turnover | Low (<15%) |
| Avg holding | 18 Months |
| Inception | Oct 1, 2025 |
| Website | https://baskinwealth.com |
Current Holdings
Updated on Sep 18, 2026.
| Ticker | Name | Portfolio % | Return |
|---|---|---|---|
| GOOGL | Alphabet Inc Class A | 9.5% | +40.4% |
| AAPL | Apple Inc | 9.2% | +30.1% |
| MSFT | Microsoft Corporation | 7.1% | +0.8% |
| V | Visa Inc. Class A | 6.2% | +7.0% |
| AMZN | Amazon.com Inc | 5.9% | +12.3% |
| COST | Costco Wholesale Corp | 5.8% | -3.3% |
| TSM | Taiwan Semiconductor Manufacturing | 5.6% | +40.7% |
| LYV | Live Nation Entertainment Inc | 5.1% | +5.0% |
| MCO | Moodys Corporation | 4.9% | -1.8% |
| WCN | Waste Connections Inc | 4.6% | -10.2% |
| RACE | Ferrari NV | 4.6% | -7.2% |
| BRK-A | Berkshire Hathaway Inc | 4.3% | +3.1% |
| GRMN | Garmin Ltd | 4.1% | +12.5% |
| NFLX | Netflix Inc | 4.1% | -31.5% |
| MSCI | MSCI Inc | 3.9% | -0.2% |
| META | Meta Platforms Inc. | 3.5% | +10.9% |
| FICO | Fair Isaac Corporation | 3.2% | -23.0% |
| SYK | Stryker Corporation | 3.1% | -22.9% |
| QSR | Restaurant Brands International Inc | 2.6% | -10.0% |
| TDG | Transdigm Group Incorporated | 2.6% | -5.2% |
Recent activity
| Date | Action | Ticker | Weight |
|---|---|---|---|
| Sep 14, 2026 | BUY | TDG | 0.0% → 2.6% |
| Sep 14, 2026 | BUY | WCN | 4.6% → 4.6% |
| Sep 14, 2026 | BUY | MCO | 5.1% → 4.9% |
| Sep 14, 2026 | SELL | GRMN | 4.1% → 4.1% |
| Sep 14, 2026 | BUY | MSCI | 4.0% → 3.9% |
Investment Style Analysis
Baskin Financial Services Inc. is widely recognized for employing a Value strategy. As of Sep 18, 2026, the firm oversees approximately $1.0B in assets under management (AUM). The portfolio demonstrates a clear preference for the Internet Content & Information and Entertainment sectors, reflecting a high-conviction approach to capital allocation.
Recent Market Moves
During the latest rebalancing period ending Sep 14, Baskin Financial Services Inc. made a significant move by increasing exposure to TDG. This adjustment aligns with the fund's dynamic approach to risk management and capital deployment in current market conditions.
Investment Philosophy
Baskin Financial Services Inc. follows a long-term, value-oriented investment philosophy centered on owning high-quality businesses with durable competitive advantages, or 'moats.' Inspired by the 'business owner' approach of investors like Warren Buffett, the firm conducts in-depth fundamental research into corporate culture, capital allocation strategies, and industry tailwinds. They seek to invest in well-managed companies with strong balance sheets and sustainable earnings growth when they are available at attractive valuations relative to their quality. This equity strategy is complemented by a disciplined fixed-income approach designed to provide downside protection and steady income, ensuring a balanced risk-return profile tailored to the specific goals and life stages of their clients.
Disclaimer
The content provided on this page, including the simulated portfolio performance, holdings analysis, and AI-generated insights, is for informational and educational purposes only. It does not constitute financial advice, investment recommendations, or an offer to buy or sell any securities. All data is derived from historical SEC 13F filings and other public disclosures, which have a reporting lag. The "Simulated Performance" is a hypothetical reconstruction based on past disclosures and does not represent the actual returns of the institution. Past performance is not indicative of future results. Tritonix.ai is not affiliated with Baskin Financial Services Inc..
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Frequently asked questions
How is the simulated portfolio for Baskin Financial Services Inc. constructed?
This simulation is powered by Tritonix AI using official SEC filings. We focus on the "Best Ideas" by filtering for only the Top 20 largest holdings and rebalancing them to 100%. The simulation tracks performance starting from Oct 1, 2025. Our AI monitors for updates every Monday to capture major shifts. This concentrated approach highlights the manager's true stock-picking skill and mirrors their actual investment returns.
What is Baskin Financial Services Inc.'s largest holding?
As of the latest filing, Baskin Financial Services Inc.'s top position is Alphabet Inc Class A (GOOGL), representing 9.5% of the portfolio. This reflects a high-conviction bet by the institution.
What is Baskin Financial Services Inc.'s historical performance and risk profile?
Our simulation indicates a total return of +2.4% with a win rate of 41%. Notably, the portfolio maintains a Sharpe Ratio of 0.78, suggesting an standard level of risk-adjusted returns compared to the broader market.
What sectors does Baskin Financial Services Inc. primarily invest in?
Baskin Financial Services Inc. has a strong preference for the Internet Content & Information sector, which makes up 13.0% of their disclosed assets. The portfolio also has exposure to Entertainment, indicating a specific thematic focus.
Is Baskin Financial Services Inc.'s portfolio concentrated or diversified?
Baskin Financial Services Inc. runs a moderately concentrated portfolio with 20 disclosed positions. The top 3 holdings alone account for 25.8% of the total portfolio weight, suggesting a strategy that favors broader market exposure.
How has Baskin Financial Services Inc. performed in 2026?
Our AI-simulated model portfolio for Baskin Financial Services Inc. tracks a Year-to-Date (YTD) return of +2.1%. This metric helps investors gauge the institution's effectiveness in the current market environment.
Does David Baskin manage Baskin Financial Services Inc. directly?
Yes, David Baskin serves as the key portfolio manager for Baskin Financial Services Inc., overseeing the investment strategy and final capital allocation decisions.