ECOFI INVESTISSEMENTS SA — 13F Holdings

2026 Q2  ·  36 Positions

2026 Q2 Portfolio Activity

In 2026 Q2, ECOFI INVESTISSEMENTS SA maintained a portfolio of 36 distinct positions. They heavily accumulated shares in IQVIA HOLDINGS INC, increasing the position by 34.6%. Conversely, ECOFI INVESTISSEMENTS SA completely exited their position in EMERSON ELECTRIC CO.
Position History hover any row below to update
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PCA Score Concentration Risk
Risk ENB
Total Positions
36
Quarter
2026 Q2
Top Holding
XYL (12.9%)
Top 10 Concentration
88.0%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
Showing 1-36 of 36

ECOFI INVESTISSEMENTS SA Full Holdings List — 2026 Q2

Stock History Sector / Type Port % Prev % Rank / Prev Conviction
Freshness
Change % Change Influence Shares Mkt Value Avg Cost Price Held 1st Owned Source Source Date Date Reported
XYL
XYLEM
Industrials 12.89% 5.53% #1 4
Prev: #5
8.5
5,100 20.1%
P
S
30,500 $3,604,139
$131.02 -19.3%
$117.76 -10.2%
2024 Q2 13F Filing 2026-06-30 2026-08-13
IQV
IQVIA HOLDINGS ...
Healthcare 12.08% 4.04% #2 8
Prev: #10
8.0
4,500 34.6%
P
S
17,500 $3,380,163
$209.54 +27.8%
$193.22 +38.6%
2024 Q2 13F Filing 2026-06-30 2026-08-13
WM
WASTE MANAGEMEN...
Industrials 11.87% 6.23% #3 1
Prev: #2
6.0
no change no change
P
S
14,900 $3,319,746
$207.78 +5.4%
$222.88 -1.7%
2024 Q2 13F Filing 2026-06-30 2026-08-13
EME
EMCOR GROUP INC
Industrials 9.34% 5.44% #4 2
Prev: #6
4.2
-900 -22.2%
P
S
3,150 $2,613,204 2024 Q4 13F Filing 2026-06-30 2026-08-13
VLTO
VERALTO
Industrials 8.02% 3.91% #5 9
Prev: #14
4.2
1,000 4.1%
P
S
25,300 $2,242,816 2024 Q2 13F Filing 2026-06-30 2026-08-13
BSY
BENTLEY SYSTEMS...
Technology 7.88% 3.39% #6 11
Prev: #17
5.7
20,800 39.2%
P
S
73,800 $2,205,108 2024 Q2 13F Filing 2026-06-30 2026-08-13
STN
STANTEC INC
Industrials 7.49% 4.74% #7 1
Prev: #8
3.5
300 1.0%
P
S
30,500 $2,095,079 2024 Q2 13F Filing 2026-06-30 2026-08-13
GEHC
GE HEALTHCARE T...
Healthcare 6.77% 3.95% #8 5
Prev: #13
3.2
-900 -3.0%
P
S
29,600 $1,894,031 2024 Q2 13F Filing 2026-06-30 2026-08-13
CEG
CONSTELLATION E...
Utilities 6.61% 3.25% #9 9
Prev: #18
4.6
1,050 16.4%
P
S
7,450 $1,849,707 2025 Q1 13F Filing 2026-06-30 2026-08-13
ZTS
ZOETIS INC
Healthcare 5.06% 4.24% #10 1
Prev: #9
3.0
no change no change
P
S
19,700 $1,415,145 2024 Q2 13F Filing 2026-06-30 2026-08-13
JPM
J.P.MORGAN CHAS...
Financial Services 3.92% 1.98% #11 10
Prev: #21
2.1
-350 -9.5%
P
S
3,350 $1,096,171 2024 Q2 13F Filing 2026-06-30 2026-08-13
CRM
SALESFORCE INC
Technology 2.30% 1.26% #12 11
Prev: #23
2.9
400 10.8%
P
S
4,100 $642,081 2024 Q2 13F Filing 2026-06-30 2026-08-13
PLD
PROLOGIS INC
Real Estate 1.89% 1.03% #13 12
Prev: #25
1.3
-400 -9.3%
P
S
3,900 $528,148 2024 Q2 13F Filing 2026-06-30 2026-08-13
ADBE
ADOBE SYSTEMS
Technology 1.54% 0.93% #14 12
Prev: #26
1.6
no change no change
P
S
2,100 $430,391 2025 Q1 13F Filing 2026-06-30 2026-08-13
PYPL
PAYPAL HOLDINGS...
Financial Services 1.16% 0.62% #15 13
Prev: #28
1.5
no change no change
P
S
7,500 $323,736 2024 Q2 13F Filing 2026-06-30 2026-08-13
NVDA
NVIDIA
Technology 0.61% 0.27% #16 14
Prev: #30
1.2
no change no change
P
S
850 $170,017 2024 Q2 13F Filing 2026-06-30 2026-08-13
A
AGILENT TECHNOL...
Healthcare 0.33% 0.15% #17 17
Prev: #34
1.1
no change no change
P
S
700 $92,948 2024 Q2 13F Filing 2026-06-30 2026-08-13
IEX
IDEX CORP
Industrials 0.24% 0.14% #18 17
Prev: #35
0.1
-100 -25.0%
P
S
300 $68,061 2024 Q2 13F Filing 2026-06-30 2026-08-13
EL
THE ESTE LAUDER...
Consumer Defensive 0.00% 0.09%
Sold All 😨
(Was: #36)
0.0
-700 -100.0%
CLOSED
$— 2024 Q2 13F Filing 2026-06-30 2026-08-13
SCI
SERVICE CORP IN...
Consumer Cyclical 0.00% 0.15%
Sold All 😨
(Was: #33)
0.0
-1,000 -100.0%
CLOSED
$— 2026 Q1 13F Filing 2026-06-30 2026-08-13
PH
PARKER HANNIFIN...
Industrials 0.00% 0.24%
Sold All 😨
(Was: #32)
0.0
-150 -100.0%
CLOSED
$— 2024 Q2 13F Filing 2026-06-30 2026-08-13
KLAC
KLA-TENCOR CORP...
Technology 0.00% 0.27%
Sold All 😨
(Was: #31)
0.0
-100 -100.0%
CLOSED
$— 2024 Q2 13F Filing 2026-06-30 2026-08-13
MSFT
MICROSOFT
Technology 0.00% 0.30%
Sold All 😨
(Was: #29)
0.0
-450 -100.0%
CLOSED
$— 2025 Q1 13F Filing 2026-06-30 2026-08-13
SJM
THE J. M. SMUCK...
Consumer Defensive 0.00% 0.81%
Sold All 😨
(Was: #27)
0.0
-4,600 -100.0%
CLOSED
$— 2025 Q1 13F Filing 2026-06-30 2026-08-13
EBAY
EBAY INC
Consumer Cyclical 0.00% 1.24%
Sold All 😨
(Was: #24)
0.0
-7,500 -100.0%
CLOSED
$— 2025 Q4 13F Filing 2026-06-30 2026-08-13
MWA
MUELLER WATER P...
Industrials 0.00% 1.65%
Sold All 😨
(Was: #22)
0.0
-33,000 -100.0%
CLOSED
$— 2025 Q4 13F Filing 2026-06-30 2026-08-13
ULS
UL SOLUTIONS IN...
Industrials 0.00% 2.50%
Sold All 😨
(Was: #20)
0.0
-16,000 -100.0%
CLOSED
$— 2025 Q1 13F Filing 2026-06-30 2026-08-13
FSLR
FIRST SOLAR
Technology 0.00% 3.09%
Sold All 😨
(Was: #19)
0.0
-8,600 -100.0%
CLOSED
$— 2024 Q2 13F Filing 2026-06-30 2026-08-13
SNPS
SYNOPSYS INC
Technology 0.00% 3.86%
Sold All 😨
(Was: #16)
0.0
-5,350 -100.0%
CLOSED
$— 2024 Q2 13F Filing 2026-06-30 2026-08-13
CLH
CLEAN HARBORS I...
Industrials 0.00% 3.89%
Sold All 😨
(Was: #15)
0.0
-7,450 -100.0%
CLOSED
$— 2024 Q2 13F Filing 2026-06-30 2026-08-13
DHR
DANAHER
Healthcare 0.00% 4.00%
Sold All 😨
(Was: #12)
0.0
-11,600 -100.0%
CLOSED
$— 2024 Q2 13F Filing 2026-06-30 2026-08-13
TMO
THERMO FISHER S...
Healthcare 0.00% 4.03%
Sold All 😨
(Was: #11)
0.0
-4,500 -100.0%
CLOSED
$— 2024 Q2 13F Filing 2026-06-30 2026-08-13
RSG
REPUBLIC SERVIC...
Industrials 0.00% 4.90%
Sold All 😨
(Was: #7)
0.0
-12,300 -100.0%
CLOSED
$— 2024 Q4 13F Filing 2026-06-30 2026-08-13
ECL
ECOLAB INC
Basic Materials 0.00% 5.64%
Sold All 😨
(Was: #4)
0.0
-11,650 -100.0%
CLOSED
$— 2024 Q2 13F Filing 2026-06-30 2026-08-13
BSX
BOSTON SCIENTIF...
Healthcare 0.00% 5.71%
Sold All 😨
(Was: #3)
0.0
-50,000 -100.0%
CLOSED
$— 2024 Q2 13F Filing 2026-06-30 2026-08-13
EMR
EMERSON ELECTRI...
Industrials 0.00% 6.51%
Sold All 😨
(Was: #1)
0.0
-27,300 -100.0%
CLOSED
$— 2024 Q3 13F Filing 2026-06-30 2026-08-13
Showing 1-36 of 36 holdings

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