13F HOLDINGS REPORT
GFI Investment Counsel Ltd.
Quarter ended Q2 2023 · Filed May 12, 2023 · Accession 0001688774-23-000002
Total Value
$584,481
Positions
16
Other Managers
0
Confidential Omitted
No
Holdings (16)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | APPLE INC | AAPL | 421,651 | $69,530 | 11.90% |
| 2 | MICROSOFT CORP | MSFT | 237,126 | $68,363 | 11.70% |
| 3 | MSCI INC | MSCI | 120,273 | $67,316 | 11.52% |
| 4 | VISA INC | V | 278,875 | $62,875 | 10.76% |
| 5 | EQUIFAX INC | EFX | 291,503 | $59,128 | 10.12% |
| 6 | MOODYS CORP | MCO | 180,725 | $55,305 | 9.46% |
| 7 | GENPACT LIMITED | G | 1,081,150 | $49,971 | 8.55% |
| 8 | SHERWIN WILLIAMS CO | SHW | 208,597 | $46,886 | 8.02% |
| 9 | SCHWAB CHARLES CORP | SCHW-PJ | 837,412 | $43,862 | 7.50% |
| 10 | COMFORT SYS USA INC | 199908104 | 268,274 | $39,157 | 6.70% |
| 11 | XPEL INC | XPEL | 104,000 | $7,067 | 1.21% |
| 12 | SPDR SER TR | 78468R663 | 73,988 | $6,794 | 1.16% |
| 13 | FIRSTSERVICE CORP NEW | FSV | 29,750 | $4,194 | 0.72% |
| 14 | LIGHT & WONDER INC | LAWIL | 47,000 | $2,822 | 0.48% |
| 15 | ISHARES TR | 464288638 | 15,703 | $805 | 0.14% |
| 16 | BERKSHIRE HATHAWAY INC DEL | BRK-A | 1,314 | $406 | 0.07% |