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ECOFI INVESTISSEMENTS SA — 13F Holdings & Portfolio

CIK 2034064 · latest 13F-HR filed 2026-05-14

Backtest portfolio

ECOFI INVESTISSEMENTS SA manages $54.9M in 13F-reported U.S. long-equity assets across 36 reported positions as of its 2026-03-31 13F-HR filing. Its largest disclosed positions are EMR (6.51%), WM (6.23%), BSX (5.71%). Quarter over quarter (versus its 2025-12-31 filing) the fund opened 1 new position, exited 0, added to 2, and trimmed 32.

AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.

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AUM

$54.9M

Long-equity book

Holdings

36

Distinct positions

Period

2026-03-31

Filed 2026-05-14

Q/Q Activity

+1 / −0 / ↑2 / ↓32

vs 2025-12-31

Firm Profile & Key People
Name Title / Status Ownership Type

Top Adds (vs prior quarter)

  • EBAY INC$89.9K +15.2%
  • KLA-TENCOR CORPORATION$25.6K +21.1%
Show all 2 →

Top Trims

  • GE HEALTHCARE TECHNOLOGY-$6.6M -75.3%
  • DANAHER-$6.3M -74.2%
  • BOSTON SCIENTIFIC CORP-$5.8M -65.0%
  • WASTE MANAGEMENT-$5.6M -62.0%
  • THERMO FISHER SCIE-$4.8M -68.3%
Show all 32 →

New Positions

  • SERVICE CORP INTERNATIONAL$82.5K
Show all 1 →

Exited Positions

  • No exits this quarter.
Show all 0 →
All Holdings

Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).

# Issuer Symbol CUSIP Value Weight Shares Type
1 EMERSON ELECTRIC CO EMR 291011104 $3.6M 6.51% 27,300 SH
2 WASTE MANAGEMENT WM 94106L109 $3.4M 6.23% 14,900 SH
3 BOSTON SCIENTIFIC CORP BSX 101137107 $3.1M 5.71% 50,000 SH
4 ECOLAB INC ECL 278865100 $3.1M 5.64% 11,650 SH
5 XYLEM XYL 98419M100 $3.0M 5.53% 25,400 SH
6 EMCOR GROUP INC EME 29084Q100 $3.0M 5.44% 4,050 SH
7 REPUBLIC SERVICES RSG 760759100 $2.7M 4.90% 12,300 SH
8 STANTEC INC STN 85472N109 $2.6M 4.74% 30,200 SH
9 ZOETIS INC ZTS 98978V103 $2.3M 4.24% 19,700 SH
10 IQVIA HOLDINGS INC IQV 46266C105 $2.2M 4.04% 13,000 SH
11 THERMO FISHER SCIE TMO 883556102 $2.2M 4.03% 4,500 SH
12 DANAHER DHR 235851102 $2.2M 4.00% 11,600 SH
13 GE HEALTHCARE TECHNOLOGY GEHC 36266G107 $2.2M 3.95% 30,500 SH
14 VERALTO VLTO 92338C103 $2.1M 3.91% 24,300 SH
15 CLEAN HARBORS INC CLH 184496107 $2.1M 3.89% 7,450 SH
16 SYNOPSYS INC SNPS 871607107 $2.1M 3.86% 5,350 SH
17 BENTLEY SYSTEMS INC-CLASS B BSY 08265T208 $1.9M 3.39% 53,000 SH
18 CONSTELLATION ENERGY CEG 21037T109 $1.8M 3.25% 6,400 SH
19 FIRST SOLAR FSLR 336433107 $1.7M 3.09% 8,600 SH
20 UL SOLUTIONS INC - CLASS A ULS 903731107 $1.4M 2.50% 16,000 SH
21 J.P.MORGAN CHASE & CO JPM 46625H100 $1.1M 1.98% 3,700 SH
22 MUELLER WATER PRODUCTS SER A MWA 624758108 $906.5K 1.65% 33,000 SH
23 SALESFORCE INC CRM 79466L302 $690.2K 1.26% 3,700 SH
24 EBAY INC EBAY 278642103 $682.2K 1.24% 7,500 SH
25 PROLOGIS INC PLD 74340W103 $568.0K 1.03% 4,300 SH
26 ADOBE SYSTEMS ADBE 00724F101 $510.1K 0.93% 2,100 SH
27 THE J. M. SMUCKER COMPANY SJM 832696405 $443.3K 0.81% 4,600 SH
28 PAYPAL HOLDINGS INC PYPL 70450Y103 $339.0K 0.62% 7,500 SH
29 MICROSOFT MSFT 594918104 $166.5K 0.30% 450 SH
30 NVIDIA NVDA 67066G104 $148.1K 0.27% 850 SH
31 KLA-TENCOR CORPORATION KLAC 482480100 $147.1K 0.27% 100 SH
32 PARKER HANNIFIN CORP PH 701094104 $134.2K 0.24% 150 SH
33 SERVICE CORP INTERNATIONAL SCI 817565104 $82.5K 0.15% 1,000 SH
34 AGILENT TECHNOLOGIES INC A 00846U101 $79.7K 0.15% 700 SH
35 IDEX CORP IEX 45167R104 $75.8K 0.14% 400 SH
36 THE ESTE LAUDER COMPANIES INC. EL 518439104 $50.2K 0.09% 700 SH
Filing History
Period Filed AUM Holdings Accession
2026-03-31 2026-05-14 $54.9M 36 0001104659-26-061157
2025-12-31 2026-02-13 $144.9M 35 0001104659-26-015189
2025-09-30 2025-11-14 $83.3M 19 0001104659-25-112003