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
Loading…
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 | 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%
|
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%
|
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%
|
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