EI

Ecofi Investissements SA

High-turnover traderMomentum followerQuality / disciplined sizing

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%.

Personality snowflake

Concentration
17.24
Portfolio Stability
90.52
Momentum/Contrarian
92.57
Sector conviction
85.66
Diversification
72
Sizing Uniformity
92.47

Recent moves

  • 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

Holdings Map

New buyAddUnchangedTrim

Top 10 holdings by weight

Full holdings list this quarter

#TickerIssuerAsset SubclassWeightWeight ChangeShares Change4Q Trend
1EMREmerson Electric CoStock-Industrials6.51%+1.74%-47.60%
2WMWaste Management INCStock-Industrials6.23%+0.01%-63.66%
3BSXBoston Scientific CORPStock-Healthcare5.71%-0.47%-46.75%
4ECLEcolab INCStock-Materials5.64%+0.26%-60.77%
5XYLXylem INCStock-Industrials5.53%+0.23%-54.96%
6EMEEmcor Group INCStock-Industrials5.44%+1.18%-59.90%
7RSGRepublic Services INCStock-Industrials4.90%+0.32%-60.70%
8STNStantec INCStock-Other4.74%+0.29%-55.72%
9ZTSZoetis INCStock-Healthcare4.24%-0.43%-63.38%
10IQVIqvia Holdings INCStock-Healthcare4.04%-0.55%-55.93%
11TMOThermo Fisher Scientific INCStock-Healthcare4.03%-0.79%-62.66%
12DHRDanaher CORPStock-Healthcare4.00%-1.88%-68.86%
13GEHCGE Healthcare TechnologyStock-Healthcare3.95%-2.12%-71.58%
14VLTOVeralto CORPStock-Industrials3.91%+0.03%-56.84%
15CLHClean Harbors INCStock-Industrials3.89%-0.58%-73.01%
16SNPSSynopsys INCStock-Tech3.86%-0.45%-59.77%
17BSYBentley Systems Inc-class BStock-Tech3.39%+0.41%-53.10%
18CEGConstellation EnergyStock-Utilities3.25%-0.74%-60.86%
19FSLRFirst Solar INCStock-Tech3.09%-0.41%-55.67%
20ULSUl Solutions INC - Class AStock-Industrials2.50%-0.33%-69.23%
21JPMJpmorgan Chase & CoStock-Financials1.98%+1.16%—
22MWAMueller Water Products Inc-aStock-Industrials1.65%-0.54%-75.19%
23CRMSalesforce INCStock-Tech1.26%+0.58%—
24EBAYEbay INCStock-Consumer Disc1.24%+0.83%+10.29%
25PLDPrologis INCStock-Real Estate1.03%+0.40%-40.28%
26ADBEAdobe INCStock-Tech0.93%+0.42%—
27SJMJm Smucker Co/theStock-Consumer Staples0.81%+0.49%-4.17%
28PYPLPaypal Holdings INCStock-Financials0.62%+0.32%—
29MSFTMicrosoft CORPStock-Tech0.30%+0.17%+12.50%
30NVDANvidia CORPStock-Tech0.27%+0.16%—
31KLACKla CORPStock-Tech0.27%+0.19%—
32PHParker Hannifin CORPStock-Industrials0.24%-0.31%-83.33%
33SCIService CORP InternationalStock-Consumer Disc0.15%+0.15%NEW
34AAgilent Technologies INCStock-Healthcare0.15%+0.08%—
35IEXIdex CORPStock-Industrials0.14%+0.08%-20.00%
36ELEstee Lauder Companies-cl AStock-Consumer Staples0.09%+0.05%+40.00%

Holding changes this quarter

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%.

Position changes disclosed by Ecofi Investissements SA for the quarter ending 2026-03-31, including ticker, issuer, weight change, shares change, and action
#TickerIssuerWeight ChangeShares ChangeAction
1EMREmerson Electric Co+1.7%-47.60%Trim
2EMEEmcor Group INC+1.2%-59.90%Trim
3JPMJpmorgan Chase & Co+1.2%—Unchanged
4EBAYEbay INC+0.8%+10.29%Add
5CRMSalesforce INC+0.6%—Unchanged
6SJMJm Smucker Co/the+0.5%-4.17%Trim
7ADBEAdobe INC+0.4%—Unchanged
8BSYBentley Systems Inc-class B+0.4%-53.10%Trim
9PLDPrologis INC+0.4%-40.28%Trim
10RSGRepublic Services INC+0.3%-60.70%Trim
11PYPLPaypal Holdings INC+0.3%—Unchanged
12STNStantec INC+0.3%-55.72%Trim
13ECLEcolab INC+0.3%-60.77%Trim
14XYLXylem INC+0.2%-54.96%Trim
15KLACKla CORP+0.2%—Unchanged
16MSFTMicrosoft CORP+0.2%+12.50%Add
17NVDANvidia CORP+0.2%—Unchanged
18AAgilent Technologies INC+0.1%—Unchanged
19IEXIdex CORP+0.1%-20.00%Trim
20ELEstee Lauder Companies-cl A+0.1%+40.00%Add
21VLTOVeralto CORP0%-56.84%Trim
22WMWaste Management INC0%-63.66%Trim
23PHParker Hannifin CORP-0.3%-83.33%Trim
24ULSUl Solutions INC - Class A-0.3%-69.23%Trim
25FSLRFirst Solar INC-0.4%-55.67%Trim
26ZTSZoetis INC-0.4%-63.38%Trim
27SNPSSynopsys INC-0.5%-59.77%Trim
28BSXBoston Scientific CORP-0.5%-46.75%Trim
29MWAMueller Water Products Inc-a-0.5%-75.19%Trim
30IQVIqvia Holdings INC-0.6%-55.93%Trim
31CLHClean Harbors INC-0.6%-73.01%Trim
32CEGConstellation Energy-0.7%-60.86%Trim
33TMOThermo Fisher Scientific INC-0.8%-62.66%Trim
34DHRDanaher CORP-1.9%-68.86%Trim
35GEHCGE Healthcare Technology-2.1%-71.58%Trim
36SCIService CORP International—NEWNew buy

FAQ

What is Ecofi Investissements SA and what type of investor is it?
Ecofi Investissements SA is a investment manager that files SEC Form 13F quarterly, disclosing its U.S. public equity holdings to regulators. As of the most recent reporting period (2026-03-31), the firm manages a tracked equity portfolio valued at approximately $54.9M, spread across 36 disclosed positions.
What are Ecofi Investissements SA's largest equity positions?
Based on the latest 13F filing, Ecofi Investissements SA's top holdings by market value are: 1. Emerson Electric Co (EMR) — $3.6M (6.5%) 2. Waste Management INC (WM) — $3.4M (6.2%) 3. Boston Scientific CORP (BSX) — $3.1M (5.7%) 4. Ecolab INC (ECL) — $3.1M (5.6%) 5. Xylem INC (XYL) — $3.0M (5.5%)
What changes did Ecofi Investissements SA make in its most recent portfolio filing?
In the latest reported quarter, Ecofi Investissements SA made 29 notable position adjustments: 1 new positions were initiated, 3 existing holdings were added to, 25 positions were partially reduced, and 0 were completely exited. The largest of these moves: 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%
What sectors does Ecofi Investissements SA focus on?
Ecofi Investissements SA is concentrated in the following sectors based on its current disclosed equity portfolio: • Industrials: 43.0% • Health Care: 27.4% • Information Technology: 14.0% • Materials: 5.9% • Utilities: 3.4% • Financials: 2.7%