GFI Investment Counsel as of March 31, 2026
Portfolio Holdings for GFI Investment Counsel
GFI Investment Counsel holds 24 positions in its portfolio as reported in the March 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Hilton Worldwide Holdings (HLT) | 10.3 | $76M | 249k | 304.08 | |
| Ferguson Enterprises Common Stock New (FERG) | 8.4 | $61M | 263k | 233.26 | |
| Msci (MSCI) | 8.0 | $59M | 109k | 539.01 | |
| Visa Com Cl A (V) | 8.0 | $59M | 194k | 302.24 | |
| American Express Company (AXP) | 7.9 | $57M | 190k | 302.48 | |
| Microsoft Corporation (MSFT) | 7.2 | $53M | 142k | 370.17 | |
| Moody's Corporation (MCO) | 7.2 | $53M | 121k | 436.25 | |
| Aon Shs Cl A (AON) | 6.9 | $51M | 157k | 322.78 | |
| Sherwin-Williams Company (SHW) | 6.3 | $46M | 145k | 320.55 | |
| Roper Industries (ROP) | 6.2 | $45M | 128k | 353.86 | |
| Otis Worldwide Corp (OTIS) | 6.2 | $45M | 585k | 77.08 | |
| Equifax (EFX) | 5.7 | $42M | 232k | 180.07 | |
| Amazon (AMZN) | 4.7 | $35M | 166k | 208.27 | |
| Brookfield Asset Managmt Cl A Lmt Vtg Shs (BAM) | 3.4 | $25M | 555k | 44.32 | |
| Verisign (VRSN) | 1.5 | $11M | 44k | 248.36 | |
| Spdr Series Trust State Street Spd (BIL) | 1.0 | $7.0M | 77k | 91.64 | |
| Alphabet Cap Stk Cl A (GOOGL) | 0.4 | $3.0M | 10k | 287.56 | |
| Firstservice Corp (FSV) | 0.3 | $1.9M | 13k | 138.68 | |
| Apple (AAPL) | 0.2 | $1.3M | 5.1k | 253.79 | |
| Ishares Tr Ishs 5-10 Yr Invt (IGIB) | 0.1 | $638k | 12k | 53.22 | |
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.1 | $625k | 1.3k | 479.20 | |
| Costco Wholesale Corporation (COST) | 0.0 | $323k | 324.00 | 996.43 | |
| Tesla Motors (TSLA) | 0.0 | $234k | 628.00 | 371.75 | |
| Sprott Asset Management Physical Silver (PSLV) | 0.0 | $208k | 8.5k | 24.38 |
