GFI Investment Counsel as of Dec. 31, 2025
Portfolio Holdings for GFI Investment Counsel
GFI Investment Counsel holds 26 positions in its portfolio as reported in the December 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Brookfield Asset Management Cl A Lmt Vtg Shs (BAM) | 16.7 | $182M | 3.5M | 52.42 | |
| Microsoft Corporation (MSFT) | 8.0 | $87M | 180k | 483.62 | |
| Visa Com Cl A (V) | 7.9 | $86M | 244k | 350.71 | |
| Moody's Corporation (MCO) | 7.4 | $81M | 158k | 510.85 | |
| Hilton Worldwide Holdings (HLT) | 7.1 | $78M | 271k | 287.25 | |
| American Express Company (AXP) | 6.9 | $75M | 204k | 369.95 | |
| Msci (MSCI) | 6.2 | $68M | 118k | 573.73 | |
| Ferguson Enterprises Common Stock New (FERG) | 5.9 | $64M | 288k | 222.63 | |
| Genpact SHS (G) | 5.7 | $62M | 1.3M | 46.78 | |
| Sherwin-Williams Company (SHW) | 5.6 | $61M | 188k | 324.03 | |
| Roper Industries (ROP) | 5.6 | $61M | 137k | 445.13 | |
| Aon Shs Cl A (AON) | 5.4 | $59M | 167k | 352.88 | |
| Otis Worldwide Corp (OTIS) | 5.1 | $56M | 641k | 87.35 | |
| Equifax (EFX) | 5.0 | $54M | 251k | 216.98 | |
| Spdr Series Trust Bloomberg 1-3 Mo (BIL) | 0.5 | $5.8M | 63k | 91.38 | |
| Firstservice Corp (FSV) | 0.2 | $2.0M | 13k | 155.61 | |
| Alphabet Cl A (GOOGL) | 0.2 | $1.8M | 5.8k | 313.00 | |
| salesforce (CRM) | 0.2 | $1.7M | 6.4k | 264.91 | |
| Apple (AAPL) | 0.1 | $1.3M | 4.9k | 271.86 | |
| Ishares Tr Ishs 5-10yr Invt (IGIB) | 0.1 | $646k | 12k | 53.88 | |
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.1 | $602k | 1.2k | 502.65 | |
| Booz Allen Hamilton Hldg Cor Cl A (BAH) | 0.0 | $347k | 4.1k | 84.36 | |
| Tesla Motors (TSLA) | 0.0 | $282k | 628.00 | 449.72 | |
| Cbre Group Cl A (CBRE) | 0.0 | $241k | 1.5k | 160.79 | |
| Blackrock Etf Trust Ishares A I Inno (BAI) | 0.0 | $216k | 6.5k | 33.30 | |
| Vaneck Etf Trust Social Sentiment (BUZZ) | 0.0 | $205k | 6.3k | 32.49 |
