Ecofi Investissements SA
In its 13F for Q4 2025 (holdings as of December 31, 2025, filed February 13, 2026), Ecofi Investissements SA reported 35 stock positions worth $144.9 million. Its top holding was Waste Management (WM) at 6.2% of the portfolio, followed by Boston Scientific (BSX, 6.2%) and GE Healthcare Technology (GEHC, 6.1%). Compared with Q3 2025, it opened 17 new positions, sold out of 1, added to 6 and reduced 7. The biggest buy was a new position in Boston Scientific (BSX) and the biggest sale Iqvia (IQV, shares −38%).
- Most Recent 13F
- Q2 2026
- Location
- NANTERRE, I0
- CIK
- 0002034064
- Portfolio Value
- $144.9M (Q4 2025)
- SEC Filing
- 0001104659-26-015189 ↗ filed Feb 13, 2026
Holdings Value
Holdings 35 stocks · $144.9M
| WM Waste Management Inc. | 6.22% | 41,000 | $9.0M | Add +11.6% |
| BSX Boston Scientific Corp. | 6.18% | 93,900 | $9.0M | New |
| GEHC GE Healthcare Technology | 6.07% | 107,300 | $8.8M | Reduce -5.0% |
| DHR Danaher Corp. | 5.88% | 37,250 | $8.5M | New |
| ECL Ecolab Inc. | 5.38% | 29,700 | $7.8M | New |
| XYL Xylem Inc. | 5.30% | 56,400 | $7.7M | Add +0.2% |
| TMO Thermo Fisher Scientific Inc. | 4.82% | 12,050 | $7.0M | New |
| EMR Emerson Electric Co. | 4.77% | 52,100 | $6.9M | New |
| ZTS Zoetis Inc. | 4.67% | 53,800 | $6.8M | Add +1.3% |
| IQV Iqvia Holdings Inc. | 4.59% | 29,500 | $6.6M | Reduce -37.5% |
| RSG Republic Services Inc. | 4.58% | 31,300 | $6.6M | New |
| CLH Clean Harbors Inc. | 4.47% | 27,600 | $6.5M | New |
| STN Stantec Inc. | 4.45% | 68,200 | $6.5M | Reduce -3.0% |
| SNPS Synopsys Inc. | 4.31% | 13,300 | $6.2M | New |
| EME Emcor Group Inc. | 4.26% | 10,100 | $6.2M | No change |
| CEG Constellation Energy | 3.99% | 16,350 | $5.8M | Reduce -6.0% |
| VLTO Veralto Corp. | 3.88% | 56,300 | $5.6M | No change |
| FSLR First Solar Inc. | 3.50% | 19,400 | $5.1M | New |
| BSY Bentley Systems Inc. Class B | 2.98% | 113,000 | $4.3M | Add +10.8% |
| ULS Ul Solutions Inc. Class A | 2.83% | 52,000 | $4.1M | New |
| MWA Mueller Water Products Inc. Class A | 2.19% | 133,000 | $3.2M | New |
| JPM JPMorgan Chase & Co. | 0.82% | 3,700 | $1.2M | No change |
| CRM Salesforce Inc. | 0.68% | 3,700 | $980K | Add +2.8% |
| PLD Prologis Inc. | 0.63% | 7,200 | $919K | Add +1.4% |
| PH Parker Hannifin Corp. | 0.55% | 900 | $791K | New |
| ADBE Adobe Inc. | 0.51% | 2,100 | $735K | No change |
| EBAY eBay Inc. | 0.41% | 6,800 | $592K | New |
| SJM The JM Smucker Co. filed as SMUCKER J M CO | 0.32% | 4,800 | $469K | New |
| PYPL PayPal Holdings Inc. | 0.30% | 7,500 | $438K | No change |
| MSFT Microsoft Corp. | 0.13% | 400 | $193K | New |
| NVDA Nvidia Corp. | 0.11% | 850 | $159K | Reduce -15.0% |
| KLAC KLA Corp. | 0.08% | 100 | $122K | New |
| A Agilent Technologies Inc. | 0.07% | 700 | $95K | Reduce -88.7% |
| IEX Idex Corp. | 0.06% | 500 | $89K | Reduce -98.1% |
| EL Estee Lauder Companies Class A filed as LAUDER ESTEE COS INC | 0.04% | 500 | $52K | New |
Portfolio Sells Q3 2025 → Q4 2025
| IQV Iqvia Holdings Inc. | Reduce -37.5% | 4.59% | −6.18 |
| IEX Idex Corp. | Reduce -98.1% | 0.06% | −5.04 |
| STN Stantec Inc. | Reduce -3.0% | 4.45% | −4.65 |
| GEHC GE Healthcare Technology | Reduce -5.0% | 6.07% | −4.12 |
| CEG Constellation Energy | Reduce -6.0% | 3.99% | −2.89 |
| ALGM Allegro Microsystems Inc. | Sold out | 0.00% | −1.44 |
| A Agilent Technologies Inc. | Reduce -88.7% | 0.07% | −0.89 |
| NVDA Nvidia Corp. | Reduce -15.0% | 0.11% | −0.11 |
Portfolio Buys Q3 2025 → Q4 2025
| BSX Boston Scientific Corp. | New | 6.18% | +6.18 |
| DHR Danaher Corp. | New | 5.88% | +5.88 |
| ECL Ecolab Inc. | New | 5.38% | +5.38 |
| TMO Thermo Fisher Scientific Inc. | New | 4.82% | +4.82 |
| EMR Emerson Electric Co. | New | 4.77% | +4.77 |
| RSG Republic Services Inc. | New | 4.58% | +4.58 |
| CLH Clean Harbors Inc. | New | 4.47% | +4.47 |
| SNPS Synopsys Inc. | New | 4.31% | +4.31 |
| FSLR First Solar Inc. | New | 3.50% | +3.50 |
| ULS Ul Solutions Inc. Class A | New | 2.83% | +2.83 |
| MWA Mueller Water Products Inc. Class A | New | 2.19% | +2.19 |
| PH Parker Hannifin Corp. | New | 0.55% | +0.55 |
| EBAY eBay Inc. | New | 0.41% | +0.41 |
| SJM The JM Smucker Co. | New | 0.32% | +0.32 |
| MSFT Microsoft Corp. | New | 0.13% | +0.13 |
| KLAC KLA Corp. | New | 0.08% | +0.08 |
| EL Estee Lauder Companies Class A | New | 0.04% | +0.04 |
| PLD Prologis Inc. | Add +1.4% | 0.63% | −0.34 |
| CRM Salesforce Inc. | Add +2.8% | 0.68% | −0.35 |
| BSY Bentley Systems Inc. Class B | Add +10.8% | 2.98% | −3.33 |
| WM Waste Management Inc. | Add +11.6% | 6.22% | −3.53 |
| ZTS Zoetis Inc. | Add +1.3% | 4.67% | −4.66 |
| XYL Xylem Inc. | Add +0.2% | 5.30% | −4.67 |
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 |