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CIK: 0001688774
Total reported value
$737.3M
$737.3M
18 檔
51.8%
At the close of Q1 2025, GFI Investment Counsel Ltd. disclosed equity holdings valued at approximately $737.3M, spread across 18 reported holdings.
In Q1 2025, GFI Investment Counsel Ltd. displayed an active expansion posture, initiating 18 new positions and adding to 0 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | V | Visa Inc-class A Shares | Stock-Financials | 10.18% | +0.74% | -1.74% | |
| 2 | ROP | Roper Technologies Inc | Stock-Tech | 9.64% | -5.81% | — | |
| 3 | MCO | Moody's CORP | Stock-Financials | 8.71% | +0.06% | -0.35% | |
| 4 | MSFT | Microsoft CORP | Stock-Tech | 8.18% | -0.22% | +0.04% | |
| 5 | G | Genpact Limited | Stock-Tech | 7.71% | — | -0.34% | |
| 6 | MSCI | Msci Inc | Stock-Financials | 7.71% | -0.08% | +0.51% | |
| 7 | SHW | Sherwin-williams Co/the | Stock-Materials | 7.63% | +0.28% | +0.75% | |
| 8 | AON | Aon plc | Stock-Financials | 7.58% | +0.25% | +2.00% | |
| 9 | HLT | Hilton Worldwide Holdings In | Stock-Consumer Disc | 7.24% | -0.63% | +1.19% | |
| 10 | EFX | Equifax Inc | Stock-Industrials | 7.01% | -0.82% | +0.92% | |
| 11 | AXP | American Express Co | Stock-Financials | 6.36% | +0.59% | +4.01% | |
| 12 | FERG | Ferguson Enterprises Inc | Stock-Industrials | 5.48% | -0.31% | +4.18% | |
| 13 | BAH | Booz Allen Hamilton Holdings | Stock-Industrials | 4.71% | — | +22.69% | |
| 14 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-Gov Bonds | 0.74% | -0.06% | -0.60% | |
| 15 | CRM | Salesforce Inc | Stock-Tech | 0.73% | — | -0.09% | |
| 16 | FSV | Firstservice CORP | Stock-Other | 0.24% | +0.01% | — | |
| 17 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.07% | — | — | |
| 18 | IGIB | Ishares 5-10y Inv Grade CORP | ETF-Corp Bonds | 0.07% | — | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | V | Visa Inc-class A Shares | — | NEW | New buy |
| 2 | ROP | Roper Technologies Inc | — | NEW | New buy |
| 3 | MCO | Moody's CORP | — | NEW | New buy |
| 4 | MSFT | Microsoft CORP | — | NEW | New buy |
| 5 | G | Genpact Limited | — | NEW | New buy |
| 6 | MSCI | Msci Inc | — | NEW | New buy |
| 7 | SHW | Sherwin-williams Co/the | — | NEW | New buy |
| 8 | AON | Aon plc | — | NEW | New buy |
| 9 | HLT | Hilton Worldwide Holdings In | — | NEW | New buy |
| 10 | EFX | Equifax Inc | — | NEW | New buy |
| 11 | AXP | American Express Co | — | NEW | New buy |
| 12 | FERG | Ferguson Enterprises Inc | — | NEW | New buy |
| 13 | BAH | Booz Allen Hamilton Holdings | — | NEW | New buy |
| 14 | BIL | Ss Spdr Bb 1-3m T-bill ETF | — | NEW | New buy |
| 15 | CRM | Salesforce Inc | — | NEW | New buy |
| 16 | FSV | Firstservice CORP | — | NEW | New buy |
| 17 | BRK-B | Berkshire Hathaway Inc-cl B | — | NEW | New buy |
| 18 | IGIB | Ishares 5-10y Inv Grade CORP | — | NEW | New buy |
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 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including V, ROP, MCO) accounted for 51.8% of total reported equity market value during Q1 2025.
Top New Position Initiated
V
市值: $87.5M
During Q1 2025, GFI Investment Counsel Ltd.'s top holdings by market value included V (10.2%)、ROP (9.6%)、MCO (8.7%). The largest single position, V, represented 10.2% of total portfolio value.
In Q1 2025, GFI Investment Counsel Ltd. made 18 total portfolio adjustments, initiating 18 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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