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CIK: 0001688774
Total reported value
$737.3M
$737.3M
18 檔
51.8%
During the Q1 2024 filing period, GFI Investment Counsel Ltd. (CIK: 0001688774) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $737.3M across 18 reported positions.
During Q1 2024, GFI Investment Counsel Ltd.'s portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | MSFT | Microsoft CORP | Stock-Tech | 10.69% | -0.22% | -5.69% | |
| 2 | FIX | Comfort Systems USA Inc | Stock-Industrials | 10.25% | — | -5.38% | |
| 3 | EFX | Equifax Inc | Stock-Industrials | 9.53% | -0.82% | +0.08% | |
| 4 | V | Visa Inc-class A Shares | Stock-Financials | 9.28% | +0.74% | +0.12% | |
| 5 | MCO | Moody's CORP | Stock-Financials | 8.61% | +0.06% | +0.56% | |
| 6 | SHW | Sherwin-williams Co/the | Stock-Materials | 8.54% | +0.28% | -0.16% | |
| 7 | MSCI | Msci Inc | Stock-Financials | 8.06% | -0.08% | +0.68% | |
| 8 | AAPL | Apple Inc | Stock-Tech | 7.65% | -0.06% | +0.20% | |
| 9 | FERG | Ferguson Enterprises Inc. | Stock-Industrials | 7.48% | — | +1.35% | |
| 10 | HLT | Hilton Worldwide Holdings In | Stock-Consumer Disc | 7.13% | -0.63% | +2.10% | |
| 11 | AON | Aon plc | Stock-Financials | 5.88% | +0.25% | +6.17% | |
| 12 | G | Genpact Limited | Stock-Tech | 4.84% | — | +5.97% | |
| 13 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-Gov Bonds | 0.77% | -0.06% | -9.95% | |
| 14 | XPEL | Xpel Inc | Stock-Other | 0.71% | — | — | |
| 15 | FSV | Firstservice CORP | Stock-Other | 0.29% | +0.01% | — | |
| 16 | BAH | Booz Allen Hamilton Holdings | Stock-Industrials | 0.15% | — | — | |
| 17 | IGIB | Ishares 5-10y Inv Grade CORP | ETF-Corp Bonds | 0.10% | — | — | |
| 18 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.03% | — | — |
According to official SEC Form 13F filings, GFI Investment Counsel Ltd. reported a total U.S. public equity portfolio value of $737.3M across 18 disclosed positions in Q1 2024.
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In terms of portfolio concentration, the top 5 core holdings (including MSFT, FIX, EFX) accounted for 51.8% of total reported equity market value during Q1 2024.
During Q1 2024, GFI Investment Counsel Ltd.'s top holdings by market value included MSFT (10.7%)、FIX (10.3%)、EFX (9.5%). The largest single position, MSFT, represented 10.7% of total portfolio value.
In Q1 2024, GFI Investment Counsel Ltd. made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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