GFI Investment Counsel Ltd. has filed its Form 13F-HR, disclosing the equity securities held by the firm as of September 30, 2026. The filing lists a portfolio of 33 individual equity positions.
The largest holding disclosed in the report is Microsoft Corporation, for which the firm holds 132,548 shares. Other significant positions include Equifax Inc., with 201,631 shares; Sherwin-Williams Co., with 136,149 shares; and Visa Inc. Class A, with 180,428 shares.
The portfolio also includes substantial stakes in several exchange-traded funds (ETFs). The firm holds 318,309 shares of Interactive Brokers Group, 88,231 shares of the SPDR Series Trust S&P 500 ETF, and 121,811 shares of the iShares Core MSCI EAFE ETF.
Other notable individual stock holdings include McDonald's Corporation (89,315 shares), Otis Worldwide Corporation (403,004 shares), and Hilton Worldwide Holdings Inc. (204,236 shares). The filing indicates that all positions are held as sole voting and dispositive power.
