GFI Investment Counsel as of March 31, 2023
Portfolio Holdings for GFI Investment Counsel
GFI Investment Counsel holds 16 positions in its portfolio as reported in the March 2023 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Apple (AAPL) | 11.9 | $70M | 422k | 164.90 | |
| Microsoft Corporation (MSFT) | 11.7 | $68M | 237k | 288.30 | |
| Msci (MSCI) | 11.5 | $67M | 120k | 559.69 | |
| Visa Com Cl A (V) | 10.8 | $63M | 279k | 225.46 | |
| Equifax (EFX) | 10.1 | $59M | 292k | 202.84 | |
| Moody's Corporation (MCO) | 9.5 | $55M | 181k | 306.02 | |
| Genpact SHS (G) | 8.5 | $50M | 1.1M | 46.22 | |
| Sherwin-Williams Company (SHW) | 8.0 | $47M | 209k | 224.77 | |
| Charles Schwab Corporation (SCHW) | 7.5 | $44M | 837k | 52.38 | |
| Comfort Systems USA (FIX) | 6.7 | $39M | 268k | 145.96 | |
| Xpel (XPEL) | 1.2 | $7.1M | 104k | 67.95 | |
| Spdr Ser Tr Bloomberg 1-3 Mo (BIL) | 1.2 | $6.8M | 74k | 91.83 | |
| Firstservice Corp (FSV) | 0.7 | $4.2M | 30k | 140.97 | |
| Scientific Games (LNW) | 0.5 | $2.8M | 47k | 60.04 | |
| Ishares Tr Ishs 5-10yr Invt (IGIB) | 0.1 | $805k | 16k | 51.26 | |
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.1 | $406k | 1.3k | 308.98 |
