GFI Investment Counsel as of June 30, 2025
Portfolio Holdings for GFI Investment Counsel
GFI Investment Counsel holds 21 positions in its portfolio as reported in the June 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Microsoft Corporation (MSFT) | 10.1 | $92M | 186k | 497.41 | |
| Visa Com Cl A (V) | 9.6 | $88M | 248k | 355.05 | |
| Moody's Corporation (MCO) | 8.8 | $81M | 161k | 501.59 | |
| Roper Industries (ROP) | 8.7 | $79M | 140k | 566.84 | |
| Hilton Worldwide Holdings (HLT) | 8.0 | $73M | 275k | 266.34 | |
| Msci (MSCI) | 7.4 | $68M | 119k | 576.74 | |
| American Express Company (AXP) | 7.1 | $66M | 206k | 318.98 | |
| Sherwin-Williams Company (SHW) | 7.1 | $65M | 189k | 343.36 | |
| Equifax (EFX) | 7.0 | $65M | 249k | 259.37 | |
| Ferguson Enterprises Common Stock New (FERG) | 7.0 | $64M | 293k | 217.75 | |
| Aon Shs Cl A (AON) | 6.5 | $59M | 167k | 356.76 | |
| Genpact SHS (G) | 6.4 | $59M | 1.3M | 44.01 | |
| Booz Allen Hamilton Hldg Cor Cl A (BAH) | 4.5 | $41M | 397k | 104.13 | |
| Spdr Series Trust Bloomberg 1-3 Mo (BIL) | 0.7 | $6.8M | 74k | 91.73 | |
| salesforce (CRM) | 0.7 | $6.3M | 23k | 272.69 | |
| Firstservice Corp (FSV) | 0.2 | $2.2M | 13k | 174.62 | |
| Ishares Tr Ishs 5-10yr Invt (IGIB) | 0.1 | $639k | 12k | 53.29 | |
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.1 | $582k | 1.2k | 485.77 | |
| Costco Wholesale Corporation (COST) | 0.0 | $254k | 257.00 | 989.94 | |
| Amazon (AMZN) | 0.0 | $228k | 1.0k | 219.39 | |
| Cbre Group Cl A (CBRE) | 0.0 | $210k | 1.5k | 140.12 |
