GFI Investment Counsel as of Dec. 31, 2021
Portfolio Holdings for GFI Investment Counsel
GFI Investment Counsel holds 17 positions in its portfolio as reported in the December 2021 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Apple (AAPL) | 9.9 | $86M | 482k | 177.57 | |
| Equifax (EFX) | 9.7 | $84M | 287k | 292.79 | |
| Microsoft Corporation (MSFT) | 9.6 | $83M | 247k | 336.32 | |
| Charles Schwab Corporation (SCHW) | 8.8 | $76M | 907k | 84.10 | |
| Msci (MSCI) | 8.7 | $75M | 122k | 612.69 | |
| Sherwin-Williams Company (SHW) | 8.5 | $73M | 207k | 352.16 | |
| Moody's Corporation (MCO) | 8.0 | $69M | 178k | 390.58 | |
| Netflix (NFLX) | 7.2 | $62M | 104k | 602.44 | |
| Charter Communications Inc N Cl A (CHTR) | 7.0 | $61M | 93k | 651.97 | |
| Visa Com Cl A (V) | 7.0 | $60M | 277k | 216.71 | |
| Genpact SHS (G) | 6.6 | $57M | 1.1M | 53.08 | |
| Adobe Systems Incorporated (ADBE) | 6.1 | $53M | 93k | 567.06 | |
| Comfort Systems USA (FIX) | 1.0 | $8.7M | 88k | 98.94 | |
| New York Times Cl A (NYT) | 0.8 | $6.8M | 141k | 48.30 | |
| Firstservice Corp (FSV) | 0.7 | $5.8M | 30k | 196.46 | |
| Ishares Tr Ishs 5-10yr Invt (IGIB) | 0.3 | $2.2M | 37k | 59.26 | |
| Spdr Ser Tr Bloomberg 1-3 Mo (BIL) | 0.1 | $498k | 5.5k | 91.38 |
