Ecofi Investissements SA
In its 13F for Q3 2024 (holdings as of September 30, 2024, filed November 13, 2024), Ecofi Investissements SA reported 40 stock positions worth $151.3 million. Its top holding was Boston Scientific (BSX) at 6.5% of the portfolio, followed by Ecolab (ECL, 6.5%) and Iqvia (IQV, 6.2%). Compared with Q2 2024, it opened 1 new position, sold out of 2, added to 6 and reduced 20. The biggest buy was a new position in Emerson Electric (EMR) and the biggest sale Dover (DOV, shares −91%).
- Most Recent 13F
- Q2 2026
- Location
- NANTERRE, I0
- CIK
- 0002034064
- Portfolio Value
- $151.3M (Q3 2024)
- SEC Filing
- 0001104659-24-117686 ↗ filed Nov 13, 2024
Holdings Value
Holdings 40 stocks · $151.3M
| BSX Boston Scientific Corp. | 6.54% | 142,800 | $9.9M | Reduce -7.9% |
| ECL Ecolab Inc. | 6.49% | 47,000 | $9.8M | Reduce -7.9% |
| IQV Iqvia Holdings Inc. | 6.21% | 49,300 | $9.4M | Reduce -4.1% |
| XYL Xylem Inc. | 6.19% | 84,600 | $9.4M | Reduce -1.2% |
| WM Waste Management Inc. | 6.13% | 54,100 | $9.3M | Reduce -5.3% |
| DHR Danaher Corp. | 5.61% | 37,500 | $8.5M | Reduce -17.8% |
| TMO Thermo Fisher Scientific Inc. | 5.56% | 16,650 | $8.4M | Reduce -15.5% |
| AMAT Applied Materials Inc. | 5.42% | 50,500 | $8.2M | Add +0.2% |
| ANSS Ansys Inc. | 5.22% | 30,600 | $7.9M | Reduce -0.2% |
| IEX Idex Corp. | 4.86% | 41,950 | $7.3M | No change |
| VLTO Veralto Corp. | 4.02% | 67,100 | $6.1M | Reduce -13.3% |
| FSLR First Solar Inc. | 4.00% | 30,500 | $6.0M | No change |
| STN Stantec Inc. | 3.81% | 87,000 | $5.8M | Add +43.8% |
| MTD Mettler-Toledo International | 3.74% | 4,650 | $5.7M | No change |
| CLH Clean Harbors Inc. | 3.74% | 28,500 | $5.7M | Reduce -4.4% |
| ZTS Zoetis Inc. | 3.25% | 30,700 | $4.9M | Reduce -8.9% |
| SNPS Synopsys Inc. | 3.08% | 11,400 | $4.7M | Add +0.4% |
| BSY Bentley Systems Inc. Class B | 2.78% | 102,500 | $4.2M | Add +11.2% |
| GEHC GE Healthcare Technology | 2.48% | 49,600 | $3.7M | No change |
| EMR Emerson Electric Co. | 2.12% | 35,700 | $3.2M | New |
| TDY Teledyne Technologies Inc. | 1.99% | 8,320 | $3.0M | Reduce -0.4% |
| VMI Valmont Industries | 1.25% | 7,950 | $1.9M | Reduce -37.6% |
| ALGM Allegro Microsystems Inc. | 0.86% | 71,400 | $1.3M | Reduce -12.3% |
| CRM Salesforce Inc. | 0.56% | 3,800 | $848K | Add +1.3% |
| JPM JPMorgan Chase & Co. | 0.54% | 4,800 | $819K | Reduce -1.0% |
| A Agilent Technologies Inc. | 0.51% | 6,400 | $773K | No change |
| DOV Dover Corp. | 0.45% | 4,350 | $683K | Reduce -91.4% |
| AAPL Apple Inc. | 0.45% | 3,650 | $680K | No change |
| PH Parker Hannifin Corp. | 0.41% | 1,200 | $623K | Reduce -20.0% |
| KLAC KLA Corp. | 0.39% | 950 | $590K | No change |
| PLD Prologis Inc. | 0.37% | 5,400 | $555K | No change |
| PYPL PayPal Holdings Inc. | 0.32% | 7,700 | $492K | Reduce -9.4% |
| AXP American Express Co. | 0.32% | 2,200 | $487K | Reduce -42.1% |
| APD Air Products & Chemicals Inc. | 0.10% | 600 | $144K | No change |
| NVDA Nvidia Corp. | 0.06% | 1,000 | $96K | No change |
| EQIX Equinix Inc. | 0.05% | 100 | $73K | No change |
| ASH Ashland Inc. | 0.03% | 700 | $50K | Reduce -17.6% |
| NKE Nike Inc. Class B | 0.03% | 650 | $48K | No change |
| GTLS Chart Industries Inc. | 0.03% | 450 | $44K | Add +28.6% |
| EL Estee Lauder Companies Class A filed as LAUDER ESTEE COS INC | 0.03% | 500 | $40K | No change |
Portfolio Sells Q2 2024 → Q3 2024
| DOV Dover Corp. | Reduce -91.4% | 0.45% | −4.29 |
| WOLF Wolfspeed Inc. | Sold out | 0.00% | −0.69 |
| VMI Valmont Industries | Reduce -37.6% | 1.25% | −0.55 |
| ALGM Allegro Microsystems Inc. | Reduce -12.3% | 0.86% | −0.45 |
| KO The Coca-Cola Co. | Sold out | 0.00% | −0.15 |
| AXP American Express Co. | Reduce -42.1% | 0.32% | −0.14 |
| DHR Danaher Corp. | Reduce -17.8% | 5.61% | −0.13 |
| WM Waste Management Inc. | Reduce -5.3% | 6.13% | −0.10 |
| ASH Ashland Inc. | Reduce -17.6% | 0.03% | −0.01 |
| PH Parker Hannifin Corp. | Reduce -20.0% | 0.41% | +0.00 |
| JPM JPMorgan Chase & Co. | Reduce -1.0% | 0.54% | +0.03 |
| TMO Thermo Fisher Scientific Inc. | Reduce -15.5% | 5.56% | +0.05 |
| PYPL PayPal Holdings Inc. | Reduce -9.4% | 0.32% | +0.06 |
| ANSS Ansys Inc. | Reduce -0.2% | 5.22% | +0.07 |
| ECL Ecolab Inc. | Reduce -7.9% | 6.49% | +0.08 |
| VLTO Veralto Corp. | Reduce -13.3% | 4.02% | +0.12 |
| XYL Xylem Inc. | Reduce -1.2% | 6.19% | +0.15 |
| ZTS Zoetis Inc. | Reduce -8.9% | 3.25% | +0.17 |
| CLH Clean Harbors Inc. | Reduce -4.4% | 3.74% | +0.29 |
| TDY Teledyne Technologies Inc. | Reduce -0.4% | 1.99% | +0.31 |
| IQV Iqvia Holdings Inc. | Reduce -4.1% | 6.21% | +0.33 |
| BSX Boston Scientific Corp. | Reduce -7.9% | 6.54% | +0.40 |
Portfolio Buys Q2 2024 → Q3 2024
| EMR Emerson Electric Co. | New | 2.12% | +2.12 |
| STN Stantec Inc. | Add +43.8% | 3.81% | +1.18 |
| BSY Bentley Systems Inc. Class B | Add +11.2% | 2.78% | +0.43 |
| CRM Salesforce Inc. | Add +1.3% | 0.56% | +0.07 |
| GTLS Chart Industries Inc. | Add +28.6% | 0.03% | +0.00 |
| SNPS Synopsys Inc. | Add +0.4% | 3.08% | −0.48 |
| AMAT Applied Materials Inc. | Add +0.2% | 5.42% | −0.83 |
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 |