Ecofi Investissements SA
In its 13F for Q1 2026 (holdings as of March 31, 2026, filed May 14, 2026), Ecofi Investissements SA reported 36 stock positions worth $54.9 million. Its top holding was Emerson Electric (EMR) at 6.5% of the portfolio, followed by Waste Management (WM, 6.2%) and Boston Scientific (BSX, 5.7%). Compared with Q4 2025, it opened 1 new position, added to 3 and reduced 25. The biggest buy was eBay (EBAY, shares +10%) and the biggest sale GE Healthcare Technology (GEHC, shares −72%).
- Most Recent 13F
- Q2 2026
- Location
- NANTERRE, I0
- CIK
- 0002034064
- Portfolio Value
- $54.9M (Q1 2026)
- SEC Filing
- 0001104659-26-061157 ↗ filed May 14, 2026
Holdings Value
Holdings 36 stocks · $54.9M
| EMR Emerson Electric Co. | 6.51% | 27,300 | $3.6M | Reduce -47.6% |
| WM Waste Management Inc. | 6.23% | 14,900 | $3.4M | Reduce -63.7% |
| BSX Boston Scientific Corp. | 5.71% | 50,000 | $3.1M | Reduce -46.8% |
| ECL Ecolab Inc. | 5.64% | 11,650 | $3.1M | Reduce -60.8% |
| XYL Xylem Inc. | 5.53% | 25,400 | $3.0M | Reduce -55.0% |
| EME Emcor Group Inc. | 5.44% | 4,050 | $3.0M | Reduce -59.9% |
| RSG Republic Services Inc. | 4.90% | 12,300 | $2.7M | Reduce -60.7% |
| STN Stantec Inc. | 4.75% | 30,200 | $2.6M | Reduce -55.7% |
| ZTS Zoetis Inc. | 4.24% | 19,700 | $2.3M | Reduce -63.4% |
| IQV Iqvia Holdings Inc. | 4.04% | 13,000 | $2.2M | Reduce -55.9% |
| TMO Thermo Fisher Scientific Inc. | 4.03% | 4,500 | $2.2M | Reduce -62.7% |
| DHR Danaher Corp. | 4.00% | 11,600 | $2.2M | Reduce -68.9% |
| GEHC GE Healthcare Technology | 3.95% | 30,500 | $2.2M | Reduce -71.6% |
| VLTO Veralto Corp. | 3.91% | 24,300 | $2.1M | Reduce -56.8% |
| CLH Clean Harbors Inc. | 3.89% | 7,450 | $2.1M | Reduce -73.0% |
| SNPS Synopsys Inc. | 3.86% | 5,350 | $2.1M | Reduce -59.8% |
| BSY Bentley Systems Inc. Class B | 3.39% | 53,000 | $1.9M | Reduce -53.1% |
| CEG Constellation Energy | 3.25% | 6,400 | $1.8M | Reduce -60.9% |
| FSLR First Solar Inc. | 3.09% | 8,600 | $1.7M | Reduce -55.7% |
| ULS Ul Solutions Inc. Class A | 2.50% | 16,000 | $1.4M | Reduce -69.2% |
| JPM JPMorgan Chase & Co. | 1.98% | 3,700 | $1.1M | No change |
| MWA Mueller Water Products Inc. Class A | 1.65% | 33,000 | $907K | Reduce -75.2% |
| CRM Salesforce Inc. | 1.26% | 3,700 | $690K | No change |
| EBAY eBay Inc. | 1.24% | 7,500 | $682K | Add +10.3% |
| PLD Prologis Inc. | 1.03% | 4,300 | $568K | Reduce -40.3% |
| ADBE Adobe Inc. | 0.93% | 2,100 | $510K | No change |
| SJM The JM Smucker Co. filed as SMUCKER J M CO | 0.81% | 4,600 | $443K | Reduce -4.2% |
| PYPL PayPal Holdings Inc. | 0.62% | 7,500 | $339K | No change |
| MSFT Microsoft Corp. | 0.30% | 450 | $166K | Add +12.5% |
| NVDA Nvidia Corp. | 0.27% | 850 | $148K | No change |
| KLAC KLA Corp. | 0.27% | 100 | $147K | No change |
| PH Parker Hannifin Corp. | 0.24% | 150 | $134K | Reduce -83.3% |
| SCI Service Corp. International | 0.15% | 1,000 | $82K | New |
| A Agilent Technologies Inc. | 0.15% | 700 | $80K | No change |
| IEX Idex Corp. | 0.14% | 400 | $76K | Reduce -20.0% |
| EL Estee Lauder Companies Class A filed as LAUDER ESTEE COS INC | 0.09% | 700 | $50K | Add +40.0% |
Portfolio Sells Q4 2025 → Q1 2026
| GEHC GE Healthcare Technology | Reduce -71.6% | 3.95% | −2.12 |
| DHR Danaher Corp. | Reduce -68.9% | 4.00% | −1.88 |
| TMO Thermo Fisher Scientific Inc. | Reduce -62.7% | 4.03% | −0.79 |
| CEG Constellation Energy | Reduce -60.9% | 3.25% | −0.73 |
| CLH Clean Harbors Inc. | Reduce -73.0% | 3.89% | −0.58 |
| IQV Iqvia Holdings Inc. | Reduce -55.9% | 4.04% | −0.55 |
| MWA Mueller Water Products Inc. Class A | Reduce -75.2% | 1.65% | −0.53 |
| BSX Boston Scientific Corp. | Reduce -46.8% | 5.71% | −0.47 |
| SNPS Synopsys Inc. | Reduce -59.8% | 3.86% | −0.45 |
| ZTS Zoetis Inc. | Reduce -63.4% | 4.24% | −0.43 |
| FSLR First Solar Inc. | Reduce -55.7% | 3.09% | −0.41 |
| ULS Ul Solutions Inc. Class A | Reduce -69.2% | 2.50% | −0.33 |
| PH Parker Hannifin Corp. | Reduce -83.3% | 0.24% | −0.30 |
| WM Waste Management Inc. | Reduce -63.7% | 6.23% | +0.02 |
| VLTO Veralto Corp. | Reduce -56.8% | 3.91% | +0.04 |
| IEX Idex Corp. | Reduce -20.0% | 0.14% | +0.08 |
| XYL Xylem Inc. | Reduce -55.0% | 5.53% | +0.23 |
| ECL Ecolab Inc. | Reduce -60.8% | 5.64% | +0.26 |
| STN Stantec Inc. | Reduce -55.7% | 4.75% | +0.29 |
| RSG Republic Services Inc. | Reduce -60.7% | 4.90% | +0.33 |
| PLD Prologis Inc. | Reduce -40.3% | 1.03% | +0.40 |
| BSY Bentley Systems Inc. Class B | Reduce -53.1% | 3.39% | +0.41 |
| SJM The JM Smucker Co. | Reduce -4.2% | 0.81% | +0.48 |
| EME Emcor Group Inc. | Reduce -59.9% | 5.44% | +1.18 |
| EMR Emerson Electric Co. | Reduce -47.6% | 6.51% | +1.74 |
Portfolio Buys Q4 2025 → Q1 2026
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 |