GFI Investment Counsel as of Sept. 30, 2023
Portfolio Holdings for GFI Investment Counsel
GFI Investment Counsel holds 17 positions in its portfolio as reported in the September 2023 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Microsoft Corporation (MSFT) | 11.0 | $72M | 228k | 315.75 | |
| Apple (AAPL) | 10.3 | $67M | 393k | 171.21 | |
| Visa Com Cl A (V) | 9.7 | $64M | 277k | 230.01 | |
| Msci (MSCI) | 9.3 | $61M | 119k | 513.08 | |
| Moody's Corporation (MCO) | 8.6 | $57M | 179k | 316.20 | |
| Equifax (EFX) | 8.2 | $54M | 293k | 183.17 | |
| Sherwin-Williams Company (SHW) | 8.0 | $52M | 205k | 255.05 | |
| Comfort Systems USA (FIX) | 7.1 | $47M | 275k | 170.41 | |
| Ferguson SHS (FERG) | 7.0 | $46M | 277k | 164.47 | |
| Aon Shs Cl A (AON) | 6.5 | $42M | 131k | 324.20 | |
| Genpact SHS (G) | 6.2 | $41M | 1.1M | 36.20 | |
| Hilton Worldwide Holdings (HLT) | 5.1 | $34M | 224k | 150.18 | |
| Xpel (XPEL) | 1.2 | $8.0M | 104k | 77.11 | |
| Spdr Ser Tr Bloomberg 1-3 Mo (BIL) | 0.9 | $6.0M | 66k | 91.82 | |
| Firstservice Corp (FSV) | 0.7 | $4.3M | 30k | 145.55 | |
| Ishares Tr Ishs 5-10yr Invt (IGIB) | 0.1 | $764k | 16k | 48.65 | |
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.1 | $749k | 2.1k | 350.16 |
