GFI Investment Counsel as of June 30, 2020
Portfolio Holdings for GFI Investment Counsel
GFI Investment Counsel holds 15 positions in its portfolio as reported in the June 2020 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Apple (AAPL) | 12.4 | $51M | 140k | 364.80 | |
| Microsoft Corporation (MSFT) | 11.1 | $46M | 225k | 203.51 | |
| Msci (MSCI) | 10.3 | $43M | 128k | 333.81 | |
| Charter Communications Inc N Cl A | 9.6 | $40M | 78k | 510.04 | |
| Visa Com Cl A (V) | 9.6 | $40M | 205k | 193.17 | |
| Sherwin-Williams Company (SHW) | 9.2 | $38M | 66k | 577.85 | |
| Moody's Corporation (MCO) | 8.9 | $37M | 134k | 274.73 | |
| Netflix (NFLX) | 7.3 | $30M | 66k | 455.04 | |
| Genpact SHS (G) | 6.5 | $27M | 733k | 36.52 | |
| Mastercard Incorporated Cl A (MA) | 6.1 | $25M | 85k | 295.70 | |
| Charles Schwab Corporation (SCHW) | 6.0 | $25M | 734k | 33.74 | |
| Etsy (ETSY) | 1.3 | $5.4M | 51k | 106.23 | |
| CECO Environmental (CECO) | 0.9 | $3.8M | 573k | 6.59 | |
| Firstservice Corp (FSV) | 0.7 | $2.9M | 33k | 85.96 | |
| Ishares Tr Intrm Tr Crp Etf (IGIB) | 0.1 | $441k | 7.7k | 57.18 |
