13F GuideFiling Basics
What is SEC Form 13F? Ultimate Guide to Institutional Equity Filings
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
AlphaSMO Research GuideRead Guide
CIK: 0002034064
Total reported value
$28.0M
$28.0M
36 檔
58.1%
The Q1 2026 SEC filing reveals that Ecofi Investissements SA held a total portfolio value of $28.0M, covering 36 public equity positions.
In Q1 2026, Ecofi Investissements SA adopted a defensive or profit-taking posture, trimming 25 positions and completely liquidating 0 holdings to manage risk exposure.
In terms of portfolio concentration, the top 5 core holdings (including EMR, WM, BSX) accounted for 58.1% of total reported equity market value during Q1 2026.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | EMR | Emerson Electric Co | Stock-Industrials | 6.51% | -6.51% | EXIT | |
| 2 | WM | Waste Management Inc | Stock-Industrials | 6.23% | +5.64% | -63.66% | |
| 3 | BSX | Boston Scientific CORP | Stock-Healthcare | 5.71% | -5.71% | EXIT | |
| 4 | ECL | Ecolab Inc | Stock-Materials | 5.64% | -5.64% | EXIT | |
| 5 | XYL | Xylem Inc | Stock-Industrials | 5.53% | +7.36% | -54.96% | |
| 6 | EME | Emcor Group Inc | Stock-Industrials | 5.44% | +3.90% | -59.90% | |
| 7 | RSG | Republic Services Inc | Stock-Industrials | 4.90% | -4.90% | EXIT | |
| 8 | STN | Stantec Inc | Stock-Other | 4.74% | +2.75% | -55.72% | |
| 9 | ZTS | Zoetis Inc | Stock-Healthcare | 4.24% | +0.82% | -63.38% | |
| 10 | IQV | Iqvia Holdings Inc | Stock-Healthcare | 4.04% | +8.04% | -55.93% | |
| 11 | TMO | Thermo Fisher Scientific Inc | Stock-Healthcare | 4.03% | -4.03% | EXIT | |
| 12 | DHR | Danaher CORP | Stock-Healthcare | 4.00% | -4.00% | EXIT | |
| 13 | GEHC | GE Healthcare Technology | Stock-Healthcare | 3.95% | +2.82% | -71.58% | |
| 14 | VLTO | Veralto CORP | Stock-Industrials | 3.91% | +4.11% | -56.84% | |
| 15 | CLH | Clean Harbors Inc | Stock-Industrials | 3.89% | -3.89% | EXIT | |
| 16 | SNPS | Synopsys Inc | Stock-Tech | 3.86% | -3.86% | EXIT | |
| 17 | BSY | Bentley Systems Inc-class B | Stock-Tech | 3.39% | +4.49% | -53.10% | |
| 18 | CEG | Constellation Energy | Stock-Utilities | 3.25% | +3.36% | -60.86% | |
| 19 | FSLR | First Solar Inc | Stock-Tech | 3.09% | -3.09% | EXIT | |
| 20 | ULS | Ul Solutions Inc - Class A | Stock-Industrials | 2.50% | -2.50% | EXIT | |
| 21 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.98% | +1.94% | — | |
| 22 | MWA | Mueller Water Products Inc-a | Stock-Industrials | 1.65% | -1.65% | EXIT | |
| 23 | CRM | Salesforce Inc | Stock-Tech | 1.26% | +1.04% | — | |
| 24 | EBAY | Ebay Inc | Stock-Consumer Disc | 1.24% | -1.24% | EXIT | |
| 25 | PLD | Prologis Inc | Stock-Real Estate | 1.03% | +0.86% | -40.28% | |
| 26 | ADBE | Adobe Inc | Stock-Tech | 0.93% | +0.61% | — | |
| 27 | SJM | Jm Smucker Co/the | Stock-Consumer Staples | 0.81% | -0.81% | EXIT | |
| 28 | PYPL | Paypal Holdings Inc | Stock-Financials | 0.62% | +0.54% | — | |
| 29 | MSFT | Microsoft CORP | Stock-Tech | 0.30% | -0.30% | EXIT | |
| 30 | NVDA | Nvidia CORP | Stock-Tech | 0.27% | +0.34% | — | |
| 31 | KLAC | Kla CORP | Stock-Tech | 0.27% | -0.27% | EXIT | |
| 32 | PH | Parker Hannifin CORP | Stock-Industrials | 0.24% | -0.24% | EXIT | |
| 33 | SCI | Service CORP International | Stock-Consumer Disc | 0.15% | -0.15% | EXIT | |
| 34 | A | Agilent Technologies Inc | Stock-Healthcare | 0.15% | +0.18% | — | |
| 35 | IEX | Idex CORP | Stock-Industrials | 0.14% | +0.10% | -20.00% | |
| 36 | EL | Estee Lauder Companies-cl A | Stock-Consumer Staples | 0.09% | -0.09% | EXIT |
| # | 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 |
According to official SEC Form 13F filings, Ecofi Investissements SA reported a total U.S. public equity portfolio value of $28.0M across 36 disclosed positions in Q1 2026.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
Top New Position Initiated
SCI
市值: $82.5K
Top Position Liquidated / Trimmed
WM
前期市值: $9.0M
During Q1 2026, Ecofi Investissements SA's top holdings by market value included EMR (6.5%)、WM (6.2%)、BSX (5.7%). The largest single position, EMR, represented 6.5% of total portfolio value.
In Q1 2026, Ecofi Investissements SA made 29 total portfolio adjustments, initiating 1 new buys, adding to 3 positions, trimming 25 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
Understand SEC Form 4 insider disclosures for corporate officers, directors, and 10% owners to track executive transactions.
Understand Rule 144 restricted stock sale notices to spot planned insider liquidations before market sell pressure arrives.
Explore the 5% beneficial ownership threshold, 13D vs 13G filing differences, and recent SEC accelerated deadline rules.
Best practices for analyzing 13F quarterly changes without getting misled by stock splits, options, or market valuation drift.
Learn how AlphaSMO's flagship signal detects high-conviction stocks where 13F hedge funds and corporate insiders buy at the same time.