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CIK: 0001688774
Total reported value
$737.3M
$737.3M
26 檔
55.1%
According to the latest 13F quarterly dataset, GFI Investment Counsel Ltd. managed an equity portfolio of $737.3M at the end of Q4 2025, spanning 26 distinct U.S. exchange-listed positions.
In Q4 2025, GFI Investment Counsel Ltd. adopted a defensive or profit-taking posture, trimming 15 positions and completely liquidating 3 holdings to manage risk exposure.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | MSFT | Microsoft CORP | Stock-Tech | 9.29% | -0.22% | -2.12% | |
| 2 | V | Visa Inc-class A Shares | Stock-Financials | 9.09% | +0.74% | -1.84% | |
| 3 | MCO | Moody's CORP | Stock-Financials | 8.64% | +0.06% | -1.84% | |
| 4 | HLT | Hilton Worldwide Holdings In | Stock-Consumer Disc | 8.30% | -0.63% | -1.52% | |
| 5 | AXP | American Express Co | Stock-Financials | 8.05% | +0.59% | -1.06% | |
| 6 | MSCI | Msci Inc | Stock-Financials | 7.24% | -0.08% | -0.91% | |
| 7 | FERG | Ferguson Enterprises Inc | Stock-Industrials | 6.84% | -0.31% | +1.54% | |
| 8 | G | Genpact Limited | Stock-Tech | 6.59% | — | -1.17% | |
| 9 | SHW | Sherwin-williams Co/the | Stock-Materials | 6.52% | +0.28% | -0.74% | |
| 10 | ROP | Roper Technologies Inc | Stock-Tech | 6.52% | -5.81% | -2.27% | |
| 11 | AON | Aon plc | Stock-Financials | 6.30% | +0.25% | -0.26% | |
| 12 | OTIS | Otis Worldwide CORP | Stock-Industrials | 5.98% | -1.87% | -0.70% | |
| 13 | EFX | Equifax Inc | Stock-Industrials | 5.80% | -0.82% | -0.09% | |
| 14 | BAM | Brookfield Asset Mgmt-a | Stock-Financials | 3.29% | -0.07% | — | |
| 15 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-Gov Bonds | 0.62% | -0.06% | -2.90% | |
| 16 | FSV | Firstservice CORP | Stock-Other | 0.22% | +0.01% | +6.86% | |
| 17 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.19% | +0.56% | — | |
| 18 | CRM | Salesforce Inc | Stock-Tech | 0.18% | — | -72.73% | |
| 19 | AAPL | Apple Inc | Stock-Tech | 0.08% | -0.06% | +11.45% | |
| 20 | IGIB | Ishares 5-10y Inv Grade CORP | ETF-Corp Bonds | 0.07% | — | — | |
| 21 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.06% | — | — | |
| 22 | BAH | Booz Allen Hamilton Holdings | Stock-Industrials | 0.04% | — | -98.99% | |
| 23 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.03% | +0.01% | — | |
| 24 | CBRE | Cbre Group Inc - A | Stock-Real Estate | 0.03% | — | — | |
| 25 | BAI | Ishrs Ai In And Tech Act ETF | ETF-Tech | 0.02% | — | — | |
| 26 | BUZZ | Vaneck Social Sentiment ETF | ETF-Other | 0.02% | +0.03% | NEW |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | AXP | American Express Co | +0.9% | -1.06% | Trim |
| 2 | HLT | Hilton Worldwide Holdings In | +0.9% | -1.52% | Trim |
| 3 | G | Genpact Limited | +0.8% | -1.17% | Trim |
| 4 | MCO | Moody's CORP | +0.6% | -1.84% | Trim |
| 5 | V | Visa Inc-class A Shares | +0.3% | -1.84% | Trim |
| 6 | FERG | Ferguson Enterprises Inc | +0.2% | +1.54% | Add |
| 7 | MSCI | Msci Inc | +0.2% | -0.91% | Trim |
| 8 | AON | Aon plc | +0.1% | -0.26% | Trim |
| 9 | AAPL | Apple Inc | 0% | +11.45% | Add |
| 10 | CBRE | Cbre Group Inc - A | 0% | — | Unchanged |
| 11 | BIL | Ss Spdr Bb 1-3m T-bill ETF | — | -2.90% | Trim |
| 12 | BUZZ | Vaneck Social Sentiment ETF | — | — | Unchanged |
| 13 | TSLA | Tesla Inc | — | — | Unchanged |
| 14 | IGIB | Ishares 5-10y Inv Grade CORP | — | — | Unchanged |
| 15 | BRK-B | Berkshire Hathaway Inc-cl B | — | — | Unchanged |
| 16 | FSV | Firstservice CORP | 0% | +6.86% | Add |
| 17 | OTIS | Otis Worldwide CORP | -0.2% | -0.70% | Trim |
| 18 | SHW | Sherwin-williams Co/the | -0.3% | -0.74% | Trim |
| 19 | CRM | Salesforce Inc | -0.4% | -72.73% | Trim |
| 20 | MSFT | Microsoft CORP | -0.6% | -2.12% | Trim |
| 21 | ROP | Roper Technologies Inc | -0.8% | -2.27% | Trim |
| 22 | EFX | Equifax Inc | -0.9% | -0.09% | Trim |
| 23 | BAH | Booz Allen Hamilton Holdings | -4.2% | -98.99% | Trim |
| 24 | BAM | Brookfield Asset Mgmt-a | — | NEW | New buy |
| 25 | GOOGL | Alphabet Inc-cl A | — | NEW | New buy |
| 26 | IWM | Ishares Russell 2000 ETF | — | EXIT | Sold out |
| 27 | COST | Costco Wholesale CORP | — | EXIT | Sold out |
| 28 | NFLX | Netflix Inc | — | EXIT | Sold out |
| 29 | BAI | Ishrs Ai In And Tech Act ETF | — | 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 26 disclosed positions in Q4 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 MSFT, V, MCO) accounted for 55.1% of total reported equity market value during Q4 2025.
Top New Position Initiated
BAM
市值: $30.8M
Top Position Liquidated / Trimmed
IWM
前期市值: $458.4K
During Q4 2025, GFI Investment Counsel Ltd.'s top holdings by market value included MSFT (9.3%)、V (9.1%)、MCO (8.6%). The largest single position, MSFT, represented 9.3% of total portfolio value.
In Q4 2025, GFI Investment Counsel Ltd. made 24 total portfolio adjustments, initiating 3 new buys, adding to 3 positions, trimming 15 holdings, and fully liquidating 3 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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