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Portfolio (Quarterly) Guide ↗

GFI Investment Counsel Ltd.

· CIK 0001688774
13F Portfolio $737M AUM 30 positions Filed Aug 14, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 7 New 3 Added 16 Reduced 1 Exited
Page 2 of 2  ·  30 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 IEFA ISHARES TR 12,181.0 $1.2M 0.16% NEW $96.58 +4.4%
22 DKNG DRAFTKINGS INC Consumer Cyclical 39,635.0 $1.0M 0.14% NEW $25.26 +3.6%
23 AAPL APPLE INC Technology 2,961.0 $857K 0.12% -2K -41.6% $289.36 +6.9%
24 BERKSHIRE HATHAWAY INC DEL 1,289.0 $645K 0.09% -15.0 -1.1% $500.39
25 IGIB ISHARES TR 11,984.0 $637K 0.09% $53.17 -1.9%
26 COST COSTCO WHOLESALE CORPORATION Consumer Defensive 324.0 $303K 0.04% $935.47 +1.3%
27 TSLA TESLA INC Consumer Cyclical 628.0 $264K 0.04% $420.60 -13.7%
28 BUZZ VANECK ETF TRUST 6,320.0 $234K 0.03% NEW $36.95 -0.3%
29 GOOG ALPHABET INC 641.0 $226K 0.03% NEW $353.33
30 RY ROYAL BK CDA Financial Services 989.0 $204K 0.03% NEW $206.66 -0.7%
Page 2 of 2  ·  30 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Financial Services 45.9%
Industrials 18.5%
Consumer Cyclical 15.8%
Technology 11.5%
Basic Materials 6.9%
Communication Services 1.0%
Real Estate 0.3%
Consumer Defensive 0.0%