GFI Investment Counsel Ltd.

RIA/Wealth

GFI Investment Counsel Ltd. is a RIA/Wealth led by Daniel Todd Goodman, reporting $1.6B in AUM as of Q3 2025 with 37% Financial Services concentration and 76% concentrated in top 10 holdings.

CEODaniel Todd Goodman

Portfolio Value: $960.1M
Positions: 25
Top Holding: MSFT at 9.91%
Last Reported: Q3 2025

Address45 St. Clair Avenue West,, Suite 1000, Toronto, Ontario, M4V 1K9, Canada

Top Holdings

Largest long holdings in GFI Investment Counsel Ltd.'s portfolio (75.8% of total portfolio)

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GthenH

Holding	Sector	Position	Weight	Traded	Ownership	Owned Since
1 Microsoft MSFT	Software - Infrastructure Technology	$95.2M	9.91%	-$975.8K Sold	0.00% 183.8K shares	Q4 2019 Held for 5y 11m
2 Visa V	Financial - Credit Services Financial Services	$84.5M	8.80%	-$173.8K Sold	0.01% 247.5K shares	Q4 2016 Held for 8y 11m
3 Moody's MCO	Financial - Data & Stock Exchanges Financial Services	$76.9M	8.01%	+$152.5K Bought	0.09% 161.4K shares	Q2 2020 Held for 5y 5m
4 Hilton Worldwide HLT	Travel Lodging Consumer Cyclical	$71.3M	7.43%	-$107.4K Sold	0.12% 274.8K shares	Q3 2023 Held for 2y 2m
5 Roper Technologies, Inc. ROP	Industrial - Machinery Industrials	$70.0M	7.29%	+$99.2K Bought	0.13% 140.3K shares	Q1 2025 Held for 8 months
6 American Express AXP	Financial - Credit Services Financial Services	$68.4M	7.13%	+$78.4K Bought	0.03% 206.0K shares	Q2 2024 Held for 1y 5m
7 MSCI MSCI	Financial - Data & Stock Exchanges Financial Services	$67.7M	7.05%	+$435.2K Bought	0.15% 119.3K shares	Q4 2016 Held for 8y 11m
8 Sherwin-Williams SHW	Chemicals - Specialty Basic Materials	$65.7M	6.85%	+$188.0K Bought	0.08% 189.8K shares	Q4 2016 Held for 8y 11m
9 Equifax EFX	Consulting Services Industrials	$64.3M	6.70%	+$353.8K Bought	0.20% 250.7K shares	Q1 2021 Held for 4y 8m
10 Ferguson Enterprises FERG	Industrial - Distribution Industrials	$63.7M	6.63%	-$2.2M Sold	0.14% 283.5K shares	Q2 2023 Held for 2y 5m

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GthenH

Changes

Portfolio activity, position movements, and quarter-over-quarter changes in GFI Investment Counsel Ltd.'s latest filing

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GthenC

Market Value

$960.1M

Prior: $917.9M

Q/Q Change

+4.59%

+$42.2M

Net Flows % of MV

+6.02%

Turnover Ratio

3.54%

New Purchases

2 stocks

$59.2M

Added To

11 stocks

+$3.0M

Sold Out Of

1 stocks

$228.2K

Reduced Holdings

5 stocks

-$4.3M

Increased Positions

Position	Shares Δ	Change
1 Otis Worldwide OTIS	New	0 → 645.5K +$59.0M
2 BUZZ VanEck Social Sentiment BUZZ	New	0 → 6.3K +$227.4K
3 Booz Allen Hamilton BAH	+2.72%	396.7K → 407.5K +$1.1M
4 MSCI MSCI	+0.65%	118.5K → 119.3K +$435.2K
5 Aon plc AON	+0.59%	166.6K → 167.6K +$351.6K

Decreased Positions

Position	Shares Δ	Change
1 Amazon AMZN	Sold	1.0K → 0 −$228.2K
2 SPDR Bloomberg 1-3 Month T-Bill ETF BIL	-11.84%	73.8K → 65.1K −$802.0K
3 Ferguson Enterprises FERG	-3.37%	293.4K → 283.5K −$2.2M
4 Microsoft MSFT	-1.01%	185.7K → 183.8K −$975.8K
5 Visa V	-0.21%	248.0K → 247.5K −$173.8K

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GthenC

Analytics

Portfolio insights and performance metrics for GFI Investment Counsel Ltd.

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GthenA

Sector Allocation

Financial Services

37.30%

Industrials

31.00%

Technology

16.40%

Consumer Cyclical

7.50%

Basic Materials

6.80%

ETF

0.70%

Real Estate

0.30%

Market Cap Distribution

Mega Cap (> $200B)

26.62%

Large Cap ($10B - $200B)

66.59%

Mid Cap ($2B - $10B)

6.08%

N/A (ETF or Unknown)

0.71%

Portfolio Concentration

Top 10 Holdings %

75.79%

Top 20 Holdings %

99.88%

Top 50 Holdings %

100.0%

Top 100 Holdings %