GFI Investment Counsel as of Dec. 31, 2023
Portfolio Holdings for GFI Investment Counsel
GFI Investment Counsel holds 17 positions in its portfolio as reported in the December 2023 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Microsoft Corporation (MSFT) | 11.1 | $80M | 213k | 376.04 | |
| Equifax (EFX) | 9.6 | $70M | 281k | 247.29 | |
| Visa Com Cl A (V) | 9.4 | $68M | 262k | 260.35 | |
| Apple (AAPL) | 9.4 | $68M | 351k | 192.53 | |
| Moody's Corporation (MCO) | 9.3 | $67M | 172k | 390.56 | |
| Msci (MSCI) | 8.8 | $64M | 113k | 565.65 | |
| Sherwin-Williams Company (SHW) | 8.4 | $61M | 194k | 311.90 | |
| Comfort Systems USA (FIX) | 7.7 | $55M | 269k | 205.67 | |
| Ferguson SHS | 7.1 | $52M | 267k | 193.07 | |
| Hilton Worldwide Holdings (HLT) | 6.5 | $47M | 258k | 182.09 | |
| Aon Shs Cl A (AON) | 5.3 | $38M | 131k | 291.02 | |
| Genpact SHS (G) | 5.3 | $38M | 1.1M | 34.71 | |
| Spdr Ser Tr Bloomberg 1-3 Mo (BIL) | 0.9 | $6.7M | 74k | 91.40 | |
| Xpel (XPEL) | 0.8 | $5.6M | 104k | 53.85 | |
| Firstservice Corp (FSV) | 0.3 | $2.3M | 14k | 162.08 | |
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.1 | $878k | 2.5k | 356.77 | |
| Ishares Tr Ishs 5-10yr Invt (IGIB) | 0.1 | $814k | 16k | 51.98 |
