GFI Investment Counsel as of Sept. 30, 2020
Portfolio Holdings for GFI Investment Counsel
GFI Investment Counsel holds 16 positions in its portfolio as reported in the September 2020 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Apple (AAPL) | 11.7 | $54M | 468k | 115.79 | |
| Charter Communications Inc N Cl A (CHTR) | 10.5 | $49M | 78k | 624.30 | |
| Microsoft Corporation (MSFT) | 10.2 | $47M | 224k | 210.30 | |
| Sherwin-Williams Company (SHW) | 9.8 | $45M | 65k | 696.72 | |
| Msci (MSCI) | 9.6 | $45M | 125k | 356.75 | |
| Visa Com Cl A (V) | 9.0 | $42M | 208k | 199.93 | |
| Moody's Corporation (MCO) | 8.5 | $39M | 136k | 289.84 | |
| Netflix (NFLX) | 7.7 | $36M | 71k | 499.99 | |
| Mastercard Incorporated Cl A (MA) | 6.7 | $31M | 92k | 338.18 | |
| Charles Schwab Corporation (SCHW) | 6.3 | $29M | 809k | 36.23 | |
| Genpact SHS (G) | 6.3 | $29M | 752k | 38.95 | |
| Etsy (ETSY) | 1.1 | $4.9M | 41k | 121.55 | |
| Firstservice Corp (FSV) | 1.0 | $4.4M | 33k | 131.88 | |
| CECO Environmental (CECO) | 0.9 | $4.2M | 573k | 7.29 | |
| Ishares Tr Ishs 5-10yr Invt (IGIB) | 0.3 | $1.2M | 21k | 60.98 | |
| Spdr Ser Tr Spdr Bloomberg (BIL) | 0.2 | $1.0M | 11k | 91.53 |
