Ecofi Investissements SA
In its 13F for Q1 2025 (holdings as of March 31, 2025, filed May 14, 2025), Ecofi Investissements SA reported 43 stock positions worth $157.3 million. Its top holding was Waste Management (WM) at 5.6% of the portfolio, followed by Boston Scientific (BSX, 5.5%) and Xylem (XYL, 5.2%). Compared with Q4 2024, it opened 5 new positions, sold out of 3, added to 15 and reduced 14. The biggest buy was GE Healthcare Technology (GEHC, shares +102%) and the biggest sale Idex (IEX, shares −6%).
- Most Recent 13F
- Q2 2026
- Location
- NANTERRE, I0
- CIK
- 0002034064
- Portfolio Value
- $157.3M (Q1 2025)
- SEC Filing
- 0001104659-25-048514 ↗ filed May 14, 2025
Holdings Value
Holdings 43 stocks · $157.3M
| WM Waste Management Inc. | 5.64% | 44,800 | $8.9M | Reduce -8.8% |
| BSX Boston Scientific Corp. | 5.48% | 100,000 | $8.6M | Reduce -13.3% |
| XYL Xylem Inc. | 5.23% | 80,600 | $8.2M | Reduce -4.8% |
| ECL Ecolab Inc. | 5.19% | 37,700 | $8.2M | Reduce -14.2% |
| ANSS Ansys Inc. | 5.07% | 29,500 | $8.0M | Reduce -3.6% |
| ZTS Zoetis Inc. | 5.03% | 56,200 | $7.9M | Add +10.2% |
| DHR Danaher Corp. | 5.00% | 44,900 | $7.9M | Add +23.0% |
| IQV Iqvia Holdings Inc. | 4.84% | 50,550 | $7.6M | Add +0.8% |
| TMO Thermo Fisher Scientific Inc. | 4.61% | 17,050 | $7.3M | No change |
| STN Stantec Inc. | 4.23% | 93,800 | $6.7M | No change |
| GEHC GE Healthcare Technology | 4.22% | 96,200 | $6.6M | Add +102.1% |
| AMAT Applied Materials Inc. | 4.08% | 51,700 | $6.4M | Add +0.2% |
| IEX Idex Corp. | 3.95% | 40,150 | $6.2M | Reduce -6.2% |
| RSG Republic Services Inc. | 3.78% | 28,700 | $5.9M | Add +47.2% |
| CLH Clean Harbors Inc. | 3.71% | 34,650 | $5.8M | Add +21.6% |
| VLTO Veralto Corp. | 3.33% | 62,800 | $5.2M | Add +10.4% |
| EMR Emerson Electric Co. | 2.79% | 46,800 | $4.4M | Add +30.7% |
| MTD Mettler-Toledo International | 2.76% | 4,300 | $4.3M | Reduce -1.1% |
| BSY Bentley Systems Inc. Class B | 2.73% | 127,900 | $4.3M | Add +0.3% |
| SNPS Synopsys Inc. | 2.63% | 11,300 | $4.1M | Reduce -0.4% |
| EME Emcor Group Inc. | 2.47% | 12,300 | $3.9M | Add +44.7% |
| FSLR First Solar Inc. | 2.11% | 30,700 | $3.3M | Add +1.0% |
| ULS Ul Solutions Inc. Class A | 2.04% | 66,600 | $3.2M | New |
| CEG Constellation Energy | 2.01% | 18,350 | $3.2M | New |
| VMI Valmont Industries | 1.54% | 9,900 | $2.4M | No change |
| ALGM Allegro Microsystems Inc. | 0.84% | 61,200 | $1.3M | No change |
| JPM JPMorgan Chase & Co. | 0.61% | 4,550 | $954K | Reduce -1.1% |
| CRM Salesforce Inc. | 0.47% | 3,250 | $746K | Add +4.8% |
| PLD Prologis Inc. | 0.44% | 7,300 | $698K | Reduce -6.4% |
| KLAC KLA Corp. | 0.44% | 1,200 | $697K | No change |
| AAPL Apple Inc. | 0.41% | 3,400 | $646K | Reduce -1.4% |
| ADBE Adobe Inc. | 0.40% | 1,900 | $623K | New |
| AXP American Express Co. | 0.39% | 2,700 | $621K | No change |
| PH Parker Hannifin Corp. | 0.39% | 1,190 | $618K | Reduce -0.8% |
| A Agilent Technologies Inc. | 0.34% | 5,300 | $530K | Reduce -10.2% |
| SJM The JM Smucker Co. filed as SMUCKER J M CO | 0.28% | 4,400 | $445K | New |
| PYPL PayPal Holdings Inc. | 0.27% | 7,700 | $430K | Add +6.9% |
| MSFT Microsoft Corp. | 0.07% | 350 | $112K | New |
| NVDA Nvidia Corp. | 0.06% | 1,000 | $93K | No change |
| EQIX Equinix Inc. | 0.04% | 100 | $70K | Reduce -33.3% |
| ASH Ashland Inc. | 0.03% | 800 | $41K | Add +14.3% |
| GTLS Chart Industries Inc. | 0.02% | 300 | $37K | No change |
| EL Estee Lauder Companies Class A filed as LAUDER ESTEE COS INC | 0.02% | 500 | $28K | No change |
Portfolio Sells Q4 2024 → Q1 2025
| IEX Idex Corp. | Reduce -6.2% | 3.95% | −1.18 |
| ANSS Ansys Inc. | Reduce -3.6% | 5.07% | −0.84 |
| ECL Ecolab Inc. | Reduce -14.2% | 5.19% | −0.71 |
| SNPS Synopsys Inc. | Reduce -0.4% | 2.63% | −0.52 |
| DOV Dover Corp. | Sold out | 0.00% | −0.47 |
| BSX Boston Scientific Corp. | Reduce -13.3% | 5.48% | −0.42 |
| XYL Xylem Inc. | Reduce -4.8% | 5.23% | −0.40 |
| MTD Mettler-Toledo International | Reduce -1.1% | 2.76% | −0.29 |
| A Agilent Technologies Inc. | Reduce -10.2% | 0.34% | −0.12 |
| AAPL Apple Inc. | Reduce -1.4% | 0.41% | −0.08 |
| APD Air Products & Chemicals Inc. | Sold out | 0.00% | −0.07 |
| PH Parker Hannifin Corp. | Reduce -0.8% | 0.39% | −0.04 |
| WM Waste Management Inc. | Reduce -8.8% | 5.64% | −0.04 |
| EQIX Equinix Inc. | Reduce -33.3% | 0.04% | −0.04 |
| PLD Prologis Inc. | Reduce -6.4% | 0.44% | −0.03 |
| NKE Nike Inc. Class B | Sold out | 0.00% | −0.03 |
| JPM JPMorgan Chase & Co. | Reduce -1.1% | 0.61% | −0.03 |
Portfolio Buys Q4 2024 → Q1 2025
| GEHC GE Healthcare Technology | Add +102.1% | 4.22% | +2.09 |
| ULS Ul Solutions Inc. Class A | New | 2.04% | +2.04 |
| CEG Constellation Energy | New | 2.01% | +2.01 |
| RSG Republic Services Inc. | Add +47.2% | 3.78% | +1.53 |
| ADBE Adobe Inc. | New | 0.40% | +0.40 |
| SJM The JM Smucker Co. | New | 0.28% | +0.28 |
| ZTS Zoetis Inc. | Add +10.2% | 5.03% | +0.27 |
| EME Emcor Group Inc. | Add +44.7% | 2.47% | +0.26 |
| EMR Emerson Electric Co. | Add +30.7% | 2.79% | +0.25 |
| DHR Danaher Corp. | Add +23.0% | 5.00% | +0.20 |
| MSFT Microsoft Corp. | New | 0.07% | +0.07 |
| VLTO Veralto Corp. | Add +10.4% | 3.33% | +0.01 |
| ASH Ashland Inc. | Add +14.3% | 0.03% | −0.00 |
| CLH Clean Harbors Inc. | Add +21.6% | 3.71% | −0.05 |
| PYPL PayPal Holdings Inc. | Add +6.9% | 0.27% | −0.08 |
| CRM Salesforce Inc. | Add +4.8% | 0.47% | −0.12 |
| BSY Bentley Systems Inc. Class B | Add +0.3% | 2.73% | −0.68 |
| AMAT Applied Materials Inc. | Add +0.2% | 4.08% | −0.73 |
| IQV Iqvia Holdings Inc. | Add +0.8% | 4.84% | −0.80 |
| FSLR First Solar Inc. | Add +1.0% | 2.11% | −0.96 |
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 |