Gfi Investment Counsel Ltd. Top Holdings and 13F Report (2026) About Gfi Investment Counsel Ltd.Investment ActivityGfi Investment Counsel Ltd. has $737.25 million in total holdings as of June 30, 2026.Gfi Investment Counsel Ltd. owns shares of 30 different stocks, but just 11 companies or ETFs make up 80% of its holdings.Approximately 7.54% of the portfolio was purchased this quarter.About 10.57% of the portfolio was sold this quarter.This quarter, Gfi Investment Counsel Ltd. has purchased 24 new stocks and bought additional shares in 3 stocks.Gfi Investment Counsel Ltd. sold shares of 16 stocks and completely divested from 1 stock this quarter.Largest Holdings Hilton Worldwide $71,541,285Visa $64,569,538American Express $62,205,528FERGUSON ENTERPRISES INC $59,599,259MSCI $58,590,825 Largest New Holdings this Quarter 45841N107 - Interactive Brokers Group $29,522,575 Holding78462F103 - SPDR S&P 500 ETF Trust $1,286,685 Holding46432F842 - iShares Core MSCI EAFE ETF $1,176,441 Holding26142V105 - DraftKings $1,001,180 Holding92189H839 - VanEck Social Sentiment ETF $233,524 Holding Largest Purchases this Quarter Interactive Brokers Group 339,184 shares (about $29.52M)VeriSign 70,170 shares (about $17.65M)Alphabet 9,529 shares (about $3.41M)SPDR S&P 500 ETF Trust 1,723 shares (about $1.29M)iShares Core MSCI EAFE ETF 12,181 shares (about $1.18M) Largest Sales this Quarter ROPER TECHNOLOGIES INC 119,570 shares (about $40.46M)Hilton Worldwide 32,071 shares (about $10.60M)Otis Worldwide 142,437 shares (about $10.20M)FERGUSON ENTERPRISES INC 11,846 shares (about $2.81M)MSCI 4,391 shares (about $2.46M) Sector Allocation Over TimeMap of 500 Largest Holdings ofGfi Investment Counsel Ltd. Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorHLTHilton Worldwide$71,541,285$10,598,183 â–¼-12.9%216,4909.7%Consumer DiscretionaryVVisa$64,569,538$2,047,904 â–¼-3.1%188,2008.8%FinanceAXPAmerican Express$62,205,528$2,010,220 â–¼-3.1%183,9048.4%FinanceFERGUSON ENTERPRISES INC$59,599,259$2,811,411 â–¼-4.5%251,1248.1%COMMON STOCK NEWMSCIMSCI$58,590,825$2,459,136 â–¼-4.0%104,6197.9%FinanceMCOMoody's$53,389,757$1,174,422 â–¼-2.2%117,8797.2%FinanceAONAON$53,072,058$851,780 â–²1.6%160,0057.2%FinanceMSFTMicrosoft$51,467,434$1,575,263 â–¼-3.0%137,9757.0%TechnologySHWSherwin-Williams$48,892,751$975,459 â–¼-2.0%141,9986.6%MaterialsAMZNAmazon.com$38,661,131$972,904 â–¼-2.5%162,2105.2%Consumer DiscretionaryEFXEquifax$36,017,695$773,760 â–¼-2.1%226,9264.9%IndustrialsOTISOtis Worldwide$31,713,573$10,198,489 â–¼-24.3%442,9274.3%IndustrialsIBKRInteractive Brokers Group$29,522,575$29,522,575 â–²New Holding339,1844.0%FinanceVRSNVeriSign$28,587,278$17,651,965 â–²161.4%113,6403.9%TechnologyBAMBrookfield Asset Management$24,233,540$602,417 â–¼-2.4%541,2973.3%FinanceGOOGLAlphabet$7,086,290$3,405,379 â–²92.5%19,8291.0%Communication ServicesBILSPDR Bloomberg 1-3 Month T-Bill ETF$6,602,112$427,409 â–¼-6.1%72,0440.9%ETFROPER TECHNOLOGIES INC$2,757,879$40,461,300 â–¼-93.6%8,1500.4%COMFSVFirstService$1,904,6440.0%13,4210.3%Real EstateSPYSPDR S&P 500 ETF Trust$1,286,685$1,286,685 â–²New Holding1,7230.2%ETFIEFAiShares Core MSCI EAFE ETF$1,176,441$1,176,441 â–²New Holding12,1810.2%ETFDKNGDraftKings$1,001,180$1,001,180 â–²New Holding39,6350.1%Consumer DiscretionaryAAPLApple$856,795$610,550 â–¼-41.6%2,9610.1%TechnologyBRK.BBerkshire Hathaway$645,003$7,506 â–¼-1.2%1,2890.1%FinanceIGIBiShares 5-10 Year Investment Grade Corporate Bond ETF$637,1890.0%11,9840.1%ETFCOSTCostco Wholesale$303,0920.0%3240.0%Consumer StaplesTSLATesla$264,1370.0%6280.0%Consumer DiscretionaryBUZZVanEck Social Sentiment ETF$233,524$233,524 â–²New Holding6,3200.0%ETFGOOGAlphabet$226,485$226,485 â–²New Holding6410.0%Communication ServicesRYRoyal Bank Of Canada$204,389$204,389 â–²New Holding9890.0%FinanceSPROTT ASSET MANAGEMENT LP$0$207,705 â–¼-100.0%00.0%PHYSICAL SILVERShowing largest 100 holdings. 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