GFI Investment Counsel as of June 30, 2023
Portfolio Holdings for GFI Investment Counsel
GFI Investment Counsel holds 16 positions in its portfolio as reported in the June 2023 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Apple (AAPL) | 12.2 | $80M | 413k | 193.97 | |
| Microsoft Corporation (MSFT) | 12.0 | $79M | 232k | 340.54 | |
| Equifax (EFX) | 10.4 | $68M | 289k | 235.30 | |
| Visa Com Cl A (V) | 10.0 | $66M | 276k | 237.48 | |
| Moody's Corporation (MCO) | 9.5 | $62M | 179k | 347.72 | |
| Msci (MSCI) | 8.5 | $56M | 119k | 469.29 | |
| Sherwin-Williams Company (SHW) | 8.4 | $55M | 207k | 265.52 | |
| Comfort Systems USA (FIX) | 6.8 | $45M | 274k | 164.20 | |
| Aon Shs Cl A (AON) | 6.5 | $43M | 124k | 345.20 | |
| Ferguson SHS (FERG) | 6.5 | $43M | 271k | 157.31 | |
| Genpact SHS (G) | 6.2 | $41M | 1.1M | 37.57 | |
| Xpel (XPEL) | 1.3 | $8.8M | 104k | 84.22 | |
| Spdr Ser Tr Bloomberg 1-3 Mo (BIL) | 0.8 | $5.0M | 54k | 91.83 | |
| Firstservice Corp (FSV) | 0.7 | $4.6M | 30k | 154.08 | |
| Ishares Tr Ishs 5-10yr Invt (IGIB) | 0.1 | $794k | 16k | 50.56 | |
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.1 | $491k | 1.4k | 340.97 |
