GFI Investment Counsel as of Sept. 30, 2025
Portfolio Holdings for GFI Investment Counsel
GFI Investment Counsel holds 26 positions in its portfolio as reported in the September 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Microsoft Corporation (MSFT) | 9.9 | $95M | 184k | 517.95 | |
| Visa Com Cl A (V) | 8.8 | $85M | 248k | 341.38 | |
| Moody's Corporation (MCO) | 8.0 | $77M | 161k | 476.48 | |
| Hilton Worldwide Holdings (HLT) | 7.4 | $71M | 275k | 259.44 | |
| Roper Industries (ROP) | 7.3 | $70M | 140k | 498.69 | |
| American Express Company (AXP) | 7.1 | $68M | 206k | 332.16 | |
| Msci (MSCI) | 7.0 | $68M | 119k | 567.41 | |
| Sherwin-Williams Company (SHW) | 6.8 | $66M | 190k | 346.26 | |
| Equifax (EFX) | 6.7 | $64M | 251k | 256.53 | |
| Ferguson Enterprises Common Stock New (FERG) | 6.6 | $64M | 284k | 224.58 | |
| Aon Shs Cl A (AON) | 6.2 | $60M | 168k | 356.58 | |
| Otis Worldwide Corp (OTIS) | 6.1 | $59M | 646k | 91.43 | |
| Genpact SHS (G) | 5.8 | $56M | 1.3M | 41.89 | |
| Booz Allen Hamilton Hldg Cor Cl A (BAH) | 4.2 | $41M | 408k | 99.95 | |
| Spdr Series Trust Bloomberg 1-3 Mo (BIL) | 0.6 | $6.0M | 65k | 91.75 | |
| salesforce (CRM) | 0.6 | $5.5M | 23k | 237.00 | |
| Firstservice Corp (FSV) | 0.2 | $2.4M | 13k | 190.49 | |
| Ishares Tr Ishs 5-10yr Invt (IGIB) | 0.1 | $648k | 12k | 54.09 | |
| Apple (AAPL) | 0.1 | $632k | 2.5k | 254.63 | |
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.1 | $602k | 1.2k | 502.74 | |
| Ishares Tr Russell 2000 Etf Put Option (IWM) | 0.0 | $458k | 4.1k | 111.00 | |
| Tesla Motors (TSLA) | 0.0 | $279k | 628.00 | 444.72 | |
| Costco Wholesale Corporation (COST) | 0.0 | $238k | 257.00 | 925.63 | |
| Cbre Group Cl A (CBRE) | 0.0 | $236k | 1.5k | 157.56 | |
| Vaneck Etf Trust Social Sentiment (BUZZ) | 0.0 | $227k | 6.3k | 35.98 | |
| Netflix (NFLX) | 0.0 | $218k | 182.00 | 1198.92 |
