GFI Investment Counsel as of March 31, 2024
Portfolio Holdings for GFI Investment Counsel
GFI Investment Counsel holds 18 positions in its portfolio as reported in the March 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Microsoft Corporation (MSFT) | 10.7 | $84M | 201k | 420.72 | |
| Comfort Systems USA (FIX) | 10.3 | $81M | 255k | 317.71 | |
| Equifax (EFX) | 9.5 | $75M | 281k | 267.52 | |
| Visa Com Cl A (V) | 9.3 | $73M | 262k | 279.08 | |
| Moody's Corporation (MCO) | 8.6 | $68M | 173k | 393.03 | |
| Sherwin-Williams Company (SHW) | 8.5 | $67M | 194k | 347.33 | |
| Msci (MSCI) | 8.1 | $64M | 114k | 560.45 | |
| Apple (AAPL) | 7.6 | $60M | 352k | 171.48 | |
| Ferguson SHS | 7.5 | $59M | 270k | 218.43 | |
| Hilton Worldwide Holdings (HLT) | 7.1 | $56M | 264k | 213.31 | |
| Aon Shs Cl A (AON) | 5.9 | $46M | 139k | 333.72 | |
| Genpact SHS (G) | 4.8 | $38M | 1.2M | 32.95 | |
| Spdr Ser Tr Bloomberg 1-3 Mo (BIL) | 0.8 | $6.1M | 66k | 91.80 | |
| Xpel (XPEL) | 0.7 | $5.6M | 104k | 54.02 | |
| Firstservice Corp (FSV) | 0.3 | $2.3M | 14k | 165.81 | |
| Booz Allen Hamilton Hldg Cor Cl A (BAH) | 0.1 | $1.2M | 7.8k | 148.49 | |
| Ishares Tr Ishs 5-10yr Invt (IGIB) | 0.1 | $808k | 16k | 51.60 | |
| Meta Platforms Cl A (META) | 0.0 | $243k | 500.00 | 486.00 |
