CIK: 0002034064
Total reported value
$54.9M
Reporting period: 2026-03-31 · Number of holdings: 36
ECOFI INVESTISSEMENTS SA disclosed 36 holdings in its latest 13F filing for the period ending 2026-03-31, with total reported value of $54.9M and a quarterly turnover rate of 90.5%.
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Ecofi Investissements SA's disclosed holdings carry a Herfindahl concentration index of 0.043 — mathematically equivalent to about 23 equally-sized positions, close to its 36 actual disclosed holdings. Value is spread relatively evenly across the portfolio rather than concentrated in a handful of names.
Position sizes are fairly uniform across the portfolio (a coefficient of variation of 0.75), suggesting a disciplined, rules-based approach to how much capital goes into each idea.
No strong tilt toward either adding to existing winners or initiating outsized new positions was observed in the latest reported quarter.
Trim GEHC
-71.6% -$6.6M
Trim DHR
-68.9% -$6.3M
Add EMR
-47.6% -$3.3M
Add EME
-59.9% -$3.2M
Add JPM
0.0% -$104.6K
Add EBAY
+10.3% $89.9K
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | EMR | Emerson Electric Co | Stock-Industrials | 6.51% | +1.74% | -47.60% | |
| 2 | WM | Waste Management INC | Stock-Industrials | 6.23% | +0.01% | -63.66% | |
| 3 | BSX | Boston Scientific CORP | Stock-Healthcare | 5.71% | -0.47% | -46.75% | |
| 4 | ECL | Ecolab INC | Stock-Materials | 5.64% | +0.26% | -60.77% | |
| 5 | XYL | Xylem INC | Stock-Industrials | 5.53% | +0.23% | -54.96% | |
| 6 | EME | Emcor Group INC | Stock-Industrials | 5.44% | +1.18% | -59.90% | |
| 7 | RSG | Republic Services INC | Stock-Industrials | 4.90% | +0.32% | -60.70% | |
| 8 | STN | Stantec INC | Stock-Other | 4.74% | +0.29% | -55.72% | |
| 9 | ZTS | Zoetis INC | Stock-Healthcare | 4.24% | -0.43% | -63.38% | |
| 10 | IQV | Iqvia Holdings INC | Stock-Healthcare | 4.04% | -0.55% | -55.93% | |
| 11 | TMO | Thermo Fisher Scientific INC | Stock-Healthcare | 4.03% | -0.79% | -62.66% | |
| 12 | DHR | Danaher CORP | Stock-Healthcare | 4.00% | -1.88% | -68.86% | |
| 13 | GEHC | GE Healthcare Technology | Stock-Healthcare | 3.95% | -2.12% | -71.58% | |
| 14 | VLTO | Veralto CORP | Stock-Industrials | 3.91% | +0.03% | -56.84% | |
| 15 | CLH | Clean Harbors INC | Stock-Industrials | 3.89% | -0.58% | -73.01% | |
| 16 | SNPS | Synopsys INC | Stock-Tech | 3.86% | -0.45% | -59.77% | |
| 17 | BSY | Bentley Systems Inc-class B | Stock-Tech | 3.39% | +0.41% | -53.10% | |
| 18 | CEG | Constellation Energy | Stock-Utilities | 3.25% | -0.74% | -60.86% | |
| 19 | FSLR | First Solar INC | Stock-Tech | 3.09% | -0.41% | -55.67% | |
| 20 | ULS | Ul Solutions INC - Class A | Stock-Industrials | 2.50% | -0.33% | -69.23% | |
| 21 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.98% | +1.16% | — | |
| 22 | MWA | Mueller Water Products Inc-a | Stock-Industrials | 1.65% | -0.54% | -75.19% | |
| 23 | CRM | Salesforce INC | Stock-Tech | 1.26% | +0.58% | — | |
| 24 | EBAY | Ebay INC | Stock-Consumer Disc | 1.24% | +0.83% | +10.29% | |
| 25 | PLD | Prologis INC | Stock-Real Estate | 1.03% | +0.40% | -40.28% | |
| 26 | ADBE | Adobe INC | Stock-Tech | 0.93% | +0.42% | — | |
| 27 | SJM | Jm Smucker Co/the | Stock-Consumer Staples | 0.81% | +0.49% | -4.17% | |
| 28 | PYPL | Paypal Holdings INC | Stock-Financials | 0.62% | +0.32% | — | |
| 29 | MSFT | Microsoft CORP | Stock-Tech | 0.30% | +0.17% | +12.50% | |
| 30 | NVDA | Nvidia CORP | Stock-Tech | 0.27% | +0.16% | — | |
| 31 | KLAC | Kla CORP | Stock-Tech | 0.27% | +0.19% | — | |
| 32 | PH | Parker Hannifin CORP | Stock-Industrials | 0.24% | -0.31% | -83.33% | |
| 33 | SCI | Service CORP International | Stock-Consumer Disc | 0.15% | +0.15% | NEW | |
| 34 | A | Agilent Technologies INC | Stock-Healthcare | 0.15% | +0.08% | — | |
| 35 | IEX | Idex CORP | Stock-Industrials | 0.14% | +0.08% | -20.00% | |
| 36 | EL | Estee Lauder Companies-cl A | Stock-Consumer Staples | 0.09% | +0.05% | +40.00% |
Performance for Q3 2026
-2.9%
Performance Last 4 Quarters
-12.9%
Based on 67% of reported portfolio value with available pricing
| Period | Holdings | Total value | Stability | Top holdings |
|---|---|---|---|---|
| 2026-03-31 | 36 | $54.9M | 91 | |
| 2025-12-31 | 35 | $144.9M | 77 | |
| 2025-09-30 | 19 | $83.3M | 100 | |
| 2025-06-30 | 46 | $90.0M | 0 | |
| 2025-03-31 | 92 | $157.3M | 0 | |
| 2024-12-31 | 87 | $161.7M | 0 | |
| 2024-09-30 | 84 | $151.3M | 0 | |
| 2024-06-30 | 86 | $180.0M | 0 |
Ecofi Investissements SA's most significant position changes for 2026-03-31: New buy: Service CORP International (SCI); Trim: GE Healthcare Technology (GEHC) — shares -71.58%; Trim: Danaher CORP (DHR) — shares -68.86%; Trim: Emerson Electric Co (EMR) — shares -47.60%; Trim: Emcor Group INC (EME) — shares -59.90%.
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | EMR | Emerson Electric Co | +1.7% | -47.60% | Trim |
| 2 | EME | Emcor Group INC | +1.2% | -59.90% | Trim |
| 3 | JPM | Jpmorgan Chase & Co | +1.2% | — | Unchanged |
| 4 | EBAY | Ebay INC | +0.8% | +10.29% | Add |
| 5 | CRM | Salesforce INC | +0.6% | — | Unchanged |
| 6 | SJM | Jm Smucker Co/the | +0.5% | -4.17% | Trim |
| 7 | ADBE | Adobe INC | +0.4% | — | Unchanged |
| 8 | BSY | Bentley Systems Inc-class B | +0.4% | -53.10% | Trim |
| 9 | PLD | Prologis INC | +0.4% | -40.28% | Trim |
| 10 | RSG | Republic Services INC | +0.3% | -60.70% | Trim |
| 11 | PYPL | Paypal Holdings INC | +0.3% | — | Unchanged |
| 12 | STN | Stantec INC | +0.3% | -55.72% | Trim |
| 13 | ECL | Ecolab INC | +0.3% | -60.77% | Trim |
| 14 | XYL | Xylem INC | +0.2% | -54.96% | Trim |
| 15 | KLAC | Kla CORP | +0.2% | — | Unchanged |
| 16 | MSFT | Microsoft CORP | +0.2% | +12.50% | Add |
| 17 | NVDA | Nvidia CORP | +0.2% | — | Unchanged |
| 18 | A | Agilent Technologies INC | +0.1% | — | Unchanged |
| 19 | IEX | Idex CORP | +0.1% | -20.00% | Trim |
| 20 | EL | Estee Lauder Companies-cl A | +0.1% | +40.00% | Add |
| 21 | VLTO | Veralto CORP | 0% | -56.84% | Trim |
| 22 | WM | Waste Management INC | 0% | -63.66% | Trim |
| 23 | PH | Parker Hannifin CORP | -0.3% | -83.33% | Trim |
| 24 | ULS | Ul Solutions INC - Class A | -0.3% | -69.23% | Trim |
| 25 | FSLR | First Solar INC | -0.4% | -55.67% | Trim |
| 26 | ZTS | Zoetis INC | -0.4% | -63.38% | Trim |
| 27 | SNPS | Synopsys INC | -0.5% | -59.77% | Trim |
| 28 | BSX | Boston Scientific CORP | -0.5% | -46.75% | Trim |
| 29 | MWA | Mueller Water Products Inc-a | -0.5% | -75.19% | Trim |
| 30 | IQV | Iqvia Holdings INC | -0.6% | -55.93% | Trim |
| 31 | CLH | Clean Harbors INC | -0.6% | -73.01% | Trim |
| 32 | CEG | Constellation Energy | -0.7% | -60.86% | Trim |
| 33 | TMO | Thermo Fisher Scientific INC | -0.8% | -62.66% | Trim |
| 34 | DHR | Danaher CORP | -1.9% | -68.86% | Trim |
| 35 | GEHC | GE Healthcare Technology | -2.1% | -71.58% | Trim |
| 36 | SCI | Service CORP International | — | NEW | New buy |
| Period | Filed | Type | EDGAR |
|---|---|---|---|
| 2026-03-31 | 2026-05-14 | 13F-HR | View on EDGAR |
| 2025-12-31 | 2026-02-13 | 13F-HR | View on EDGAR |
| 2025-09-30 | 2025-11-14 | 13F-HR | View on EDGAR |
| 2025-06-30 | 2025-08-13 | 13F-HR | View on EDGAR |
| 2025-03-31 | 2025-05-14 | 13F-HR | View on EDGAR |
| 2024-12-31 | 2025-02-13 | 13F-HR | View on EDGAR |
| 2024-09-30 | 2024-11-13 | 13F-HR | View on EDGAR |
| 2024-06-30 | 2024-08-16 | 13F-HR | View on EDGAR |
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