Ecofi Investissements SA
In its 13F for Q2 2026 (holdings as of June 30, 2026, filed August 13, 2026), Ecofi Investissements SA reported 18 stock positions worth $28.0 million. Its top holding was Xylem (XYL) at 12.9% of the portfolio, followed by Iqvia (IQV, 12.1%) and Waste Management (WM, 11.9%). Compared with Q1 2026, it sold out of 18, added to 7 and reduced 5. The biggest buy was Iqvia (IQV, shares +35%) and the biggest sale an exit from Emerson Electric (EMR).
- Most Recent 13F
- Q2 2026
- Location
- NANTERRE, I0
- CIK
- 0002034064
- Portfolio Value
- $28.0M (Q2 2026)
- SEC Filing
- 0001104659-26-095926 ↗ filed Aug 13, 2026
Holdings Value
Holdings 18 stocks · $28.0M
| XYL Xylem Inc. | 12.89% | 30,500 | $3.6M | Add +20.1% |
| IQV Iqvia Holdings Inc. | 12.08% | 17,500 | $3.4M | Add +34.6% |
| WM Waste Management Inc. | 11.87% | 14,900 | $3.3M | No change |
| EME Emcor Group Inc. | 9.34% | 3,150 | $2.6M | Reduce -22.2% |
| VLTO Veralto Corp. | 8.02% | 25,300 | $2.2M | Add +4.1% |
| BSY Bentley Systems Inc. Class B | 7.88% | 73,800 | $2.2M | Add +39.3% |
| STN Stantec Inc. | 7.49% | 30,500 | $2.1M | Add +1.0% |
| GEHC GE Healthcare Technology | 6.77% | 29,600 | $1.9M | Reduce -3.0% |
| CEG Constellation Energy | 6.61% | 7,450 | $1.8M | Add +16.4% |
| ZTS Zoetis Inc. | 5.06% | 19,700 | $1.4M | No change |
| JPM JPMorgan Chase & Co. | 3.92% | 3,350 | $1.1M | Reduce -9.5% |
| CRM Salesforce Inc. | 2.30% | 4,100 | $642K | Add +10.8% |
| PLD Prologis Inc. | 1.89% | 3,900 | $528K | Reduce -9.3% |
| ADBE Adobe Inc. | 1.54% | 2,100 | $430K | No change |
| PYPL PayPal Holdings Inc. | 1.16% | 7,500 | $324K | No change |
| NVDA Nvidia Corp. | 0.61% | 850 | $170K | No change |
| A Agilent Technologies Inc. | 0.33% | 700 | $93K | No change |
| IEX Idex Corp. | 0.24% | 300 | $68K | Reduce -25.0% |
Portfolio Sells Q1 2026 → Q2 2026
| EMR Emerson Electric Co. | Sold out | 0.00% | −6.51 |
| BSX Boston Scientific Corp. | Sold out | 0.00% | −5.71 |
| ECL Ecolab Inc. | Sold out | 0.00% | −5.64 |
| RSG Republic Services Inc. | Sold out | 0.00% | −4.90 |
| TMO Thermo Fisher Scientific Inc. | Sold out | 0.00% | −4.03 |
| DHR Danaher Corp. | Sold out | 0.00% | −4.00 |
| CLH Clean Harbors Inc. | Sold out | 0.00% | −3.89 |
| SNPS Synopsys Inc. | Sold out | 0.00% | −3.86 |
| FSLR First Solar Inc. | Sold out | 0.00% | −3.09 |
| ULS Ul Solutions Inc. Class A | Sold out | 0.00% | −2.50 |
| MWA Mueller Water Products Inc. Class A | Sold out | 0.00% | −1.65 |
| EBAY eBay Inc. | Sold out | 0.00% | −1.24 |
| SJM The JM Smucker Co. | Sold out | 0.00% | −0.81 |
| MSFT Microsoft Corp. | Sold out | 0.00% | −0.30 |
| KLAC KLA Corp. | Sold out | 0.00% | −0.27 |
| PH Parker Hannifin Corp. | Sold out | 0.00% | −0.24 |
| SCI Service Corp. International | Sold out | 0.00% | −0.15 |
| EL Estee Lauder Companies Class A | Sold out | 0.00% | −0.09 |
| IEX Idex Corp. | Reduce -25.0% | 0.24% | +0.11 |
| PLD Prologis Inc. | Reduce -9.3% | 1.89% | +0.85 |
| JPM JPMorgan Chase & Co. | Reduce -9.5% | 3.92% | +1.94 |
| GEHC GE Healthcare Technology | Reduce -3.0% | 6.77% | +2.82 |
| EME Emcor Group Inc. | Reduce -22.2% | 9.34% | +3.90 |
Portfolio Buys Q1 2026 → Q2 2026
| IQV Iqvia Holdings Inc. | Add +34.6% | 12.08% | +8.05 |
| XYL Xylem Inc. | Add +20.1% | 12.89% | +7.36 |
| BSY Bentley Systems Inc. Class B | Add +39.3% | 7.88% | +4.50 |
| VLTO Veralto Corp. | Add +4.1% | 8.02% | +4.11 |
| CEG Constellation Energy | Add +16.4% | 6.61% | +3.36 |
| STN Stantec Inc. | Add +1.0% | 7.49% | +2.75 |
| CRM Salesforce Inc. | Add +10.8% | 2.30% | +1.04 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 18 | $28.0M | XYL, IQV, WM, EME, VLTO |
| Q1 2026 | 36 | $54.9M | EMR, WM, BSX, ECL, XYL |
| Q4 2025 | 35 | $144.9M | WM, BSX, GEHC, DHR, ECL |
| Q3 2025 | 19 | $83.3M | IQV, GEHC, XYL, WM, ZTS |
| Q2 2025 | 21 | $90.0M | WM, XYL, ZTS, STN, IQV |
| Q1 2025 | 43 | $157.3M | WM, BSX, XYL, ECL, ANSS |
| Q4 2024 | 41 | $161.7M | ANSS, BSX, ECL, WM, IQV |
| Q3 2024 | 40 | $151.3M | BSX, ECL, IQV, XYL, WM |
| Q2 2024 | 41 | $180.0M | ECL, AMAT, WM, BSX, XYL |