Ecofi Investissements SA
In its 13F for Q2 2025 (holdings as of June 30, 2025, filed August 13, 2025), Ecofi Investissements SA reported 21 stock positions worth $90.0 million. Its top holding was Waste Management (WM) at 9.6% of the portfolio, followed by Xylem (XYL, 9.5%) and Zoetis (ZTS, 9.1%). Compared with Q1 2025, it sold out of 22, added to 8 and reduced 13. The biggest buy was Veralto (VLTO, shares +14%) and the biggest sale an exit from Boston Scientific (BSX).
- Most Recent 13F
- Q2 2026
- Location
- NANTERRE, I0
- CIK
- 0002034064
- Portfolio Value
- $90.0M (Q2 2025)
- SEC Filing
- 0001104659-25-077551 ↗ filed Aug 13, 2025
Holdings Value
Holdings 21 stocks · $90.0M
| WM Waste Management Inc. | 9.60% | 37,750 | $8.6M | Reduce -15.7% |
| XYL Xylem Inc. | 9.53% | 65,600 | $8.6M | Reduce -18.6% |
| ZTS Zoetis Inc. | 9.10% | 52,100 | $8.2M | Reduce -7.3% |
| STN Stantec Inc. | 9.09% | 110,500 | $8.2M | Add +17.8% |
| IQV Iqvia Holdings Inc. | 8.75% | 50,500 | $7.9M | Reduce -0.1% |
| VLTO Veralto Corp. | 8.73% | 71,700 | $7.9M | Add +14.2% |
| EME Emcor Group Inc. | 7.49% | 21,900 | $6.7M | Add +78.0% |
| GEHC GE Healthcare Technology | 6.84% | 61,000 | $6.2M | Reduce -36.6% |
| BSY Bentley Systems Inc. Class B | 6.04% | 101,200 | $5.4M | Reduce -20.9% |
| ANSS Ansys Inc. | 5.61% | 14,350 | $5.1M | Reduce -51.4% |
| CEG Constellation Energy | 5.49% | 9,400 | $4.9M | Reduce -48.8% |
| ALGM Allegro Microsystems Inc. | 5.00% | 27,100 | $4.5M | Reduce -55.7% |
| IEX Idex Corp. | 2.69% | 54,400 | $2.4M | Add +35.5% |
| JPM JPMorgan Chase & Co. | 1.29% | 4,050 | $1.2M | Reduce -11.0% |
| CRM Salesforce Inc. | 1.11% | 4,400 | $999K | Add +35.4% |
| ADBE Adobe Inc. | 0.91% | 2,150 | $816K | Add +13.2% |
| PLD Prologis Inc. | 0.86% | 7,000 | $778K | Reduce -4.1% |
| A Agilent Technologies Inc. | 0.83% | 6,000 | $748K | Add +13.2% |
| PYPL PayPal Holdings Inc. | 0.72% | 7,550 | $649K | Reduce -1.9% |
| EQIX Equinix Inc. | 0.19% | 1,100 | $172K | Add +1000.0% |
| NVDA Nvidia Corp. | 0.12% | 900 | $106K | Reduce -10.0% |
Portfolio Sells Q1 2025 → Q2 2025
| BSX Boston Scientific Corp. | Sold out | 0.00% | −5.48 |
| ECL Ecolab Inc. | Sold out | 0.00% | −5.19 |
| DHR Danaher Corp. | Sold out | 0.00% | −5.00 |
| TMO Thermo Fisher Scientific Inc. | Sold out | 0.00% | −4.61 |
| AMAT Applied Materials Inc. | Sold out | 0.00% | −4.08 |
| RSG Republic Services Inc. | Sold out | 0.00% | −3.78 |
| CLH Clean Harbors Inc. | Sold out | 0.00% | −3.71 |
| EMR Emerson Electric Co. | Sold out | 0.00% | −2.79 |
| MTD Mettler-Toledo International | Sold out | 0.00% | −2.76 |
| SNPS Synopsys Inc. | Sold out | 0.00% | −2.63 |
| FSLR First Solar Inc. | Sold out | 0.00% | −2.11 |
| ULS Ul Solutions Inc. Class A | Sold out | 0.00% | −2.04 |
| VMI Valmont Industries | Sold out | 0.00% | −1.54 |
| KLAC KLA Corp. | Sold out | 0.00% | −0.44 |
| AAPL Apple Inc. | Sold out | 0.00% | −0.41 |
| AXP American Express Co. | Sold out | 0.00% | −0.39 |
| PH Parker Hannifin Corp. | Sold out | 0.00% | −0.39 |
| SJM The JM Smucker Co. | Sold out | 0.00% | −0.28 |
| MSFT Microsoft Corp. | Sold out | 0.00% | −0.07 |
| ASH Ashland Inc. | Sold out | 0.00% | −0.03 |
| GTLS Chart Industries Inc. | Sold out | 0.00% | −0.02 |
| EL Estee Lauder Companies Class A | Sold out | 0.00% | −0.02 |
| NVDA Nvidia Corp. | Reduce -10.0% | 0.12% | +0.06 |
| PLD Prologis Inc. | Reduce -4.1% | 0.86% | +0.42 |
| PYPL PayPal Holdings Inc. | Reduce -1.9% | 0.72% | +0.45 |
| ANSS Ansys Inc. | Reduce -51.4% | 5.61% | +0.54 |
| JPM JPMorgan Chase & Co. | Reduce -11.0% | 1.29% | +0.69 |
| GEHC GE Healthcare Technology | Reduce -36.6% | 6.84% | +2.62 |
| BSY Bentley Systems Inc. Class B | Reduce -20.9% | 6.04% | +3.31 |
| CEG Constellation Energy | Reduce -48.8% | 5.49% | +3.48 |
| IQV Iqvia Holdings Inc. | Reduce -0.1% | 8.75% | +3.91 |
| WM Waste Management Inc. | Reduce -15.7% | 9.60% | +3.96 |
| ZTS Zoetis Inc. | Reduce -7.3% | 9.10% | +4.07 |
| ALGM Allegro Microsystems Inc. | Reduce -55.7% | 5.00% | +4.17 |
| XYL Xylem Inc. | Reduce -18.6% | 9.53% | +4.30 |
Portfolio Buys Q1 2025 → Q2 2025
| VLTO Veralto Corp. | Add +14.2% | 8.73% | +5.40 |
| EME Emcor Group Inc. | Add +78.0% | 7.49% | +5.02 |
| STN Stantec Inc. | Add +17.8% | 9.09% | +4.86 |
| CRM Salesforce Inc. | Add +35.4% | 1.11% | +0.64 |
| ADBE Adobe Inc. | Add +13.2% | 0.91% | +0.51 |
| A Agilent Technologies Inc. | Add +13.2% | 0.83% | +0.49 |
| EQIX Equinix Inc. | Add +1000.0% | 0.19% | +0.15 |
| IEX Idex Corp. | Add +35.5% | 2.69% | −1.26 |
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 |