GFI Investment Counsel Ltd. 13F Holdings
CIK 0001688774 · TORONTO, A6
As of Sep 30, 2025, GFI Investment Counsel Ltd. reported 26 positions worth $960.6M in its SEC Form 13F filing.
Top 25 holdings
| Security | Ticker | Sector | Shares | Value | % of portfolio |
|---|---|---|---|---|---|
| MICROSOFT CORP | MSFT | Technology | 183,782 | $95.2M | 9.91% |
| VISA INC-CLASS A SHARES | V | Financial Services | 247,486 | $84.5M | 8.80% |
| MOODYS CORP | MCO | Financial Services | 161,380 | $76.9M | 8.01% |
| HILTON WORLDWIDE HOLDINGS INC | HLT | Consumer Cyclical | 274,821 | $71.3M | 7.42% |
| ROPER TECHNOLOGIES INC | ROP | Technology | 140,301 | $70.0M | 7.28% |
| AMERICAN EXPRESS CO | AXP | Financial Services | 205,963 | $68.4M | 7.12% |
| MSCI INC | MSCI | Financial Services | 119,316 | $67.7M | 7.05% |
| SHERWIN WILLIAMS CO | SHW | Basic Materials | 189,805 | $65.7M | 6.84% |
| EQUIFAX INC | EFX | Industrials | 250,680 | $64.3M | 6.69% |
| FERGUSON ENTERPRISES INC | FERG | Industrials | 283,510 | $63.7M | 6.63% |
| AON PLC | AON | Financial Services | 167,596 | $59.8M | 6.22% |
| OTIS WORLDWIDE CORP | OTIS | Industrials | 645,539 | $59.0M | 6.14% |
| GENPACT LTD | G | Technology | 1,335,865 | $56.0M | 5.83% |
| BOOZ ALLEN HAMILTON HOLDING CORP | BAH | Industrials | 407,468 | $40.7M | 4.24% |
| STATE STREET(R) SPDR(R) BLOOMBERG 1-3 MONTH T-BILL ETF | BIL | — | 65,105 | $6.0M | 0.62% |
| SALESFORCE INC | CRM | Technology | 23,321 | $5.5M | 0.58% |
| FIRSTSERVICE CORP | FSV | Real Estate | 12,559 | $2.4M | 0.25% |
| ISHARES 5-10 YEAR INVESTMENT GRADE CORPORATE BOND ETF | IGIB | — | 11,984 | $648.2K | 0.07% |
| APPLE INC | AAPL | Technology | 2,480 | $631.5K | 0.07% |
| BERKSHIRE HATHAWAY INC | BRK/B | Financial Services | 1,197 | $601.8K | 0.06% |
| ISHARES RUSSELL 2000 ETF | IWM | — | 4,130 | $458.4K | 0.05% |
| TESLA INC | TSLA | Consumer Cyclical | 628 | $279.3K | 0.03% |
| COSTCO WHOLESALE CORP | COST | Consumer Defensive | 257 | $237.9K | 0.02% |
| CBRE GROUP INC | CBRE | Real Estate | 1,500 | $236.3K | 0.02% |
| VANECK ETF TRUST | BUZZ | — | 6,320 | $227.4K | 0.02% |