AI Portfolio Summary
In 2025 Q4, ECOFI INVESTISSEMENTS SA maintained a portfolio of 36 distinct positions. The most significant new addition to the portfolio was BOSTON SCIENTIFIC CO, which now represents 6.18% of the total fund value. They heavily accumulated shares in WASTE MANAGEMENT, increasing their position by 11.6%. Conversely, ECOFI INVESTISSEMENTS SA completely exited their position in ALLEGRO MICROSYSTEMS.
Total Positions
36
Quarter
2025 Q4
Top Holding
WM (6.2%)
Top 10 Concentration
53.9%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
1-25 of 36
| 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
|
WM
WASTE MANAGEMEN...
|
Industrials | 6.22% | 9.75% |
#1
3
Prev: #4
|
6.5 | 4,250 | 11.6% |
P
S
|
41,000 | $9,008,110 | 2024 Q2 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
BSX
BOSTON SCIENTIF...
|
Healthcare | 6.18% | — |
#2
Prev: #—
|
7.5 | 93,900 | no change |
NEW
|
93,900 | $8,953,365 | 2024 Q2 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
GEHC
GE HEALTHCARE T...
|
Healthcare | 6.07% | 10.19% |
#3
1
Prev: #2
|
3.9 | -5,700 | -5.0% |
P
S
|
107,300 | $8,800,746 | 2024 Q2 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
DHR
DANAHER
|
Healthcare | 5.88% | — |
#4
Prev: #—
|
6.4 | 37,250 | no change |
NEW
|
37,250 | $8,527,270 | 2024 Q2 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
ECL
ECOLAB INC
|
Basic Materials | 5.38% | — |
#5
Prev: #—
|
6.2 | 29,700 | no change |
NEW
|
29,700 | $7,796,844 | 2024 Q2 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
XYL
XYLEM
|
Industrials | 5.30% | 9.97% |
#6
3
Prev: #3
|
2.6 | 100 | 0.2% |
P
S
|
56,400 | $7,680,552 | 2024 Q2 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
TMO
THERMO FISHER S...
|
Healthcare | 4.82% | — |
#7
Prev: #—
|
5.4 | 12,050 | no change |
NEW
|
12,050 | $6,982,372 | 2024 Q2 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
EMR
EMERSON ELECTRI...
|
Industrials | 4.77% | — |
#8
Prev: #—
|
5.4 | 52,100 | no change |
NEW
|
52,100 | $6,914,712 | 2024 Q3 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
ZTS
ZOETIS INC
|
Healthcare | 4.67% | 9.33% |
#9
4
Prev: #5
|
2.4 | 700 | 1.3% |
P
S
|
53,800 | $6,769,116 | 2024 Q2 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
IQV
IQVIA HOLDINGS ...
|
Healthcare | 4.59% | 10.77% |
#10
9
Prev: #1
|
1.8 | -17,700 | -37.5% |
P
S
|
29,500 | $6,649,595 | 2024 Q2 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
RSG
REPUBLIC SERVIC...
|
Industrials | 4.58% | — |
#11
Prev: #—
|
5.3 | 31,300 | no change |
NEW
|
31,300 | $6,633,409 | 2024 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
CLH
CLEAN HARBORS I...
|
Industrials | 4.47% | — |
#12
Prev: #—
|
5.3 | 27,600 | no change |
NEW
|
27,600 | $6,471,648 | 2024 Q2 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
STN
STANTEC INC
|
Industrials | 4.45% | 9.10% |
#13
7
Prev: #6
|
2.3 | -2,100 | -3.0% |
P
S
|
68,200 | $6,451,445 | 2024 Q2 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
SNPS
SYNOPSYS INC
|
Technology | 4.31% | — |
#14
Prev: #—
|
5.2 | 13,300 | no change |
NEW
|
13,300 | $6,247,276 | 2024 Q2 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
EME
EMCOR GROUP INC
|
Industrials | 4.26% | 7.88% |
#15
8
Prev: #7
|
2.7 | no change | no change |
P
S
|
10,100 | $6,179,079 | 2024 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
CEG
CONSTELLATION E...
|
Utilities | 3.99% | 6.88% |
#16
7
Prev: #9
|
2.1 | -1,050 | -6.0% |
P
S
|
16,350 | $5,775,965 | 2025 Q1 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
VLTO
VERALTO
|
Industrials | 3.88% | 7.21% |
#17
9
Prev: #8
|
2.6 | no change | no change |
P
S
|
56,300 | $5,617,614 | 2024 Q2 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
FSLR
FIRST SOLAR
|
Technology | 3.50% | — |
#18
Prev: #—
|
4.9 | 19,400 | no change |
NEW
|
19,400 | $5,067,862 | 2024 Q2 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
BSY
BENTLEY SYSTEMS...
|
Technology | 2.98% | 6.31% |
#19
9
Prev: #10
|
3.2 | 11,000 | 10.8% |
P
S
|
113,000 | $4,312,645 | 2024 Q2 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
ULS
UL SOLUTIONS IN...
|
Industrials | 2.83% | — |
#20
Prev: #—
|
4.6 | 52,000 | no change |
NEW
|
52,000 | $4,100,720 | 2025 Q1 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
MWA
MUELLER WATER P...
|
Industrials | 2.19% | — |
#21
Prev: #—
|
4.4 | 133,000 | no change |
NEW
|
133,000 | $3,168,060 | 2025 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
JPM
J.P.MORGAN CHAS...
|
Financial Services | 0.82% | 1.40% |
#22
9
Prev: #13
|
1.3 | no change | no change |
P
S
|
3,700 | $1,192,214 | 2024 Q2 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
CRM
SALESFORCE INC
|
Technology | 0.68% | 1.02% |
#23
9
Prev: #14
|
0.8 | 100 | 2.8% |
P
S
|
3,700 | $980,167 | 2024 Q2 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
PLD
PROLOGIS INC
|
Real Estate | 0.63% | 0.98% |
#24
9
Prev: #15
|
0.8 | 100 | 1.4% |
P
S
|
7,200 | $919,152 | 2024 Q2 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
PH
PARKER HANNIFIN...
|
Industrials | 0.55% | — |
#25
Prev: #—
|
3.7 | 900 | no change |
NEW
|
900 | $791,064 | 2024 Q2 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
ALGM
ALLEGRO MICROSY...
|
Technology | 0.00% | 1.44% |
Sold All 😨
(Was: #12) |
0.0 | -41,200 | -100.0% |
CLOSED
|
— | $— | 2024 Q2 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) |
Showing 1-25 of 36 holdings