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Gfi Investment Counsel Ltd. Top Holdings and 13F Report (2026)

About Gfi Investment Counsel Ltd.

Investment Activity

  • Gfi Investment Counsel Ltd. has $731.47 million in total holdings as of March 31, 2026.
  • Gfi Investment Counsel Ltd. owns shares of 24 different stocks, but just 11 companies or ETFs make up 80% of its holdings.
  • Approximately 99.91% of the portfolio was purchased this quarter.
  • About 0.03% of the portfolio was sold this quarter.
  • This quarter, Gfi Investment Counsel Ltd. has purchased 4 new stocks and bought additional shares in 2 stocks.
  • Gfi Investment Counsel Ltd. sold shares of 0 stocks and completely divested from 1 stock this quarter.

Largest Holdings

Hilton Worldwide
$75,582,429
FERGUSON ENTERPRISES INC
$61,340,382
MSCI
$58,757,480
Visa
$58,685,639
American Express
$57,424,921

Largest New Holdings this Quarter

43300A203 - Hilton Worldwide
$75,582,429 Holding
31488V107 - FERGUSON ENTERPRISES INC
$61,340,382 Holding
55354G100 - MSCI
$58,757,480 Holding
92826C839 - Visa
$58,685,639 Holding
025816109 - American Express
$57,424,921 Holding

Largest Purchases this Quarter

Hilton Worldwide
248,561 shares (about $75.58M)
FERGUSON ENTERPRISES INC
262,970 shares (about $61.34M)
MSCI
109,010 shares (about $58.76M)
Visa
194,169 shares (about $58.69M)
American Express
189,847 shares (about $57.42M)

Sector Allocation Over Time

Map of 500 Largest Holdings ofGfi Investment Counsel Ltd.

 
 
Selling
 
 
Neutral
 
 
Buying
Issuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSector
Hilton Worldwide Holdings Inc. stock logo
HLT
Hilton Worldwide
$75,582,429$75,582,429 â–²New Holding248,56110.3%Consumer Discretionary
FERGUSON ENTERPRISES INC
$61,340,382$61,340,382 â–²New Holding262,9708.4%COMMON STOCK NEW
MSCI Inc stock logo
MSCI
MSCI
$58,757,480$58,757,480 â–²New Holding109,0108.0%Finance
Visa Inc. stock logo
V
Visa
$58,685,639$58,685,639 â–²New Holding194,1698.0%Business Services
American Express Company stock logo
AXP
American Express
$57,424,921$57,424,921 â–²New Holding189,8477.9%Finance
Microsoft Corporation stock logo
MSFT
Microsoft
$52,637,434$52,637,434 â–²New Holding142,1987.2%Computer and Technology
Moody's Corporation stock logo
MCO
Moody's
$52,555,910$52,555,910 â–²New Holding120,4727.2%Finance
Aon plc stock logo
AON
AON
$50,817,515$50,817,515 â–²New Holding157,4376.9%Finance
The Sherwin-Williams Company stock logo
SHW
Sherwin-Williams
$46,425,577$46,425,577 â–²New Holding144,8316.3%Basic Materials
ROPER TECHNOLOGIES INC
$45,194,999$45,194,999 â–²New Holding127,7206.2%COM
Otis Worldwide Corporation stock logo
OTIS
Otis Worldwide
$45,119,857$45,119,857 â–²New Holding585,3646.2%Industrials
Equifax, Inc. stock logo
EFX
Equifax
$41,740,406$41,740,406 â–²New Holding231,8015.7%Business Services
Amazon.com, Inc. stock logo
AMZN
Amazon.com
$34,633,635$34,427,656 â–²16,714.2%166,2924.7%Retail/Wholesale
Brookfield Asset Management Ltd. stock logo
BAM
Brookfield Asset Management
$24,587,401$24,587,401 â–²New Holding554,7533.4%Finance
VeriSign, Inc. stock logo
VRSN
VeriSign
$10,796,209$10,796,209 â–²New Holding43,4701.5%Computer and Technology
SPDR Bloomberg 1-3 Month T-Bill ETF stock logo
BIL
SPDR Bloomberg 1-3 Month T-Bill ETF
$7,029,521$7,029,521 â–²New Holding76,7081.0%ETF
Alphabet Inc. stock logo
GOOGL
Alphabet
$2,961,868$2,961,868 â–²New Holding10,3000.4%Computer and Technology
FirstService Corporation stock logo
FSV
FirstService
$1,861,161$1,861,161 â–²New Holding13,4210.3%Finance
Apple Inc. stock logo
AAPL
Apple
$1,286,969$1,286,969 â–²New Holding5,0710.2%Computer and Technology
iShares 5-10 Year Investment Grade Corporate Bond ETF stock logo
IGIB
iShares 5-10 Year Investment Grade Corporate Bond ETF
$637,788$637,788 â–²New Holding11,9840.1%Manufacturing
Berkshire Hathaway Inc. stock logo
BRK.B
Berkshire Hathaway
$624,877$624,877 â–²New Holding1,3040.1%Finance
Costco Wholesale Corporation stock logo
COST
Costco Wholesale
$322,843$66,761 â–²26.1%3240.0%Retail/Wholesale
Tesla, Inc. stock logo
TSLA
Tesla
$233,459$233,459 â–²New Holding6280.0%Auto/Tires/Trucks
SPROTT ASSET MANAGEMENT LP
$207,7050.0%8,5200.0%PHYSICAL SILVER
Royal Bank Of Canada stock logo
RY
Royal Bank Of Canada
$0$229,429 â–¼-100.0%00.0%Finance

Showing largest 100 holdings. View all holdings.
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