Fund Holdings — GFI Investment Counsel Ltd.

Total Portfolio Value
$937.68M
Total Bought
$34.32M
Total Sold
$104.29M
Net Transaction
-$69.97M
Filing Period:
Securities
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SharesValue ($K)
Q3 2025
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Q4 2025
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Change
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Q3 2025
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Q4 2025
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Weight (%)
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Change
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BROOKFIELD ASSET MANAGEMENT(BAM)0588,390+588,390030,8433.29%+30,843
AMERICAN EXPRESS CO(AXP)205,963203,789-2,17468,41375,3928.04%+6,979
HILTON WORLDWIDE HLDGS INC(HLT)274,821270,650-4,17171,30077,7448.29%+6,445
GENPACT LIMITED
SHS
1,335,8651,320,185-15,68055,95961,7586.59%+5,799
MOODYS CORP(MCO)161,380158,415-2,96576,89480,9268.63%+4,032
ALPHABET INC(GOOG)05,628+5,62801,7620.19%+1,762
VISA INC(V)247,486242,924-4,56284,48785,1969.09%+709
FERGUSON ENTERPRISES INC(FERG)283,510287,873+4,36363,67164,0896.83%+418
ROYAL BANK CDA(RY)01,345+1,34502290.02%+229
AMAZON COM INC(AMZN)0989+98902280.02%+228
BLACKROCK ETF TRUST
ISHA I IN TE ETF
06,490+6,49002160.02%+216
SPROTT ASSET MANAGEMENT LP(PSLV)08,520+8,52002020.02%+202
MSCI INC(MSCI)119,316118,234-1,08267,70167,8347.23%+133
APPLE INC(AAPL)2,4802,764+2846317510.08%+120
CBRE GROUP INC(CBRE)1,5001,50002362410.03%+5
TESLA INC(TSLA)62862802792820.03%+3
BERKSHIRE HATHAWAY INC DEL1,1971,19706026020.06%-0
ISHARES TR11,98411,98406486460.07%-3
COSTCO WHSL CORP(COST)25725702382220.02%-16
VANECK ETF TRUST
SOCIAL SENTIMENT
6,3206,32002272050.02%-22
SPDR SERIES TRUST
ST STR BLO 1 ETF
65,10563,217-1,8885,9735,7770.62%-197
NETFLIX INC(NFLX)1820-1822180—-218
FIRSTSERVICE CORP NEW12,55913,421+8622,3922,0880.22%-304
AON PLC(AON)167,596167,162-43459,76158,9886.29%-773
OTIS WORLDWIDE CORP(OTIS)645,539641,041-4,49859,02255,9955.97%-3,027
SALESFORCE INC(CRM)23,3216,360-16,9615,5271,6850.18%-3,842
SHERWIN WILLIAMS CO(SHW)189,805188,402-1,40365,72261,0486.51%-4,674
MICROSOFT CORP(MSFT)183,782179,893-3,88995,19087,0009.28%-8,190
ROPER TECHNOLOGIES INC(ROP)140,301137,120-3,18169,96761,0366.51%-8,930
EQUIFAX INC(EFX)250,680250,462-21864,30754,3455.80%-9,962
BOOZ ALLEN HAMILTON HLDG COR407,4684,114-403,35440,7263470.04%-40,379
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GFI Investment Counsel Ltd. — 13F Holdings — Q4 2025 | TickerTrail