ECOFI INVESTISSEMENTS SA — 13F Holdings

2026 Q1  ·  36 Positions

2026 Q1 Portfolio Activity

In 2026 Q1, ECOFI INVESTISSEMENTS SA maintained a portfolio of 36 distinct positions. The most significant new addition was SERVICE CORP INTERNATIONAL, now representing 0.15% of the total fund value. They heavily accumulated shares in EBAY INC, increasing the position by 10.3%. The fund also reduced its exposure to GE HEALTHCARE TECHNOLOGY by 71.6%.
Position History hover any row below to update
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PCA Score Concentration Risk
Risk ENB
Total Positions
36
Quarter
2026 Q1
Top Holding
EMR (6.5%)
Top 10 Concentration
53.0%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
Showing 1-36 of 36

ECOFI INVESTISSEMENTS SA Full Holdings List — 2026 Q1

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
EMR
EMERSON ELECTRI...
Industrials 6.51% 4.77% #1 7
Prev: #8
4.6
-24,800 -47.6%
P
S
27,300 $3,574,357
$109.12 +30.2%
$130.49 +8.8%
2024 Q3 13F Filing 2026-03-31 2026-05-14
WM
WASTE MANAGEMEN...
Industrials 6.23% 6.22% #2 1
Prev: #1
4.0
-26,100 -63.7%
P
S
14,900 $3,421,489 2024 Q2 13F Filing 2026-03-31 2026-05-14
BSX
BOSTON SCIENTIF...
Healthcare 5.71% 6.18% #3 1
Prev: #2
3.3
-43,900 -46.8%
P
S
50,000 $3,135,317 2024 Q2 13F Filing 2026-03-31 2026-05-14
ECL
ECOLAB INC
Basic Materials 5.64% 5.38% #4 1
Prev: #5
2.8
-18,050 -60.8%
P
S
11,650 $3,096,977 2024 Q2 13F Filing 2026-03-31 2026-05-14
XYL
XYLEM
Industrials 5.53% 5.30% #5 1
Prev: #6
2.7
-31,000 -55.0%
P
S
25,400 $3,033,188 2024 Q2 13F Filing 2026-03-31 2026-05-14
EME
EMCOR GROUP INC
Industrials 5.44% 4.26% #6 9
Prev: #15
2.2
-6,050 -59.9%
P
S
4,050 $2,988,075 2024 Q4 13F Filing 2026-03-31 2026-05-14
RSG
REPUBLIC SERVIC...
Industrials 4.90% 4.58% #7 4
Prev: #11
2.0
-19,000 -60.7%
P
S
12,300 $2,692,072 2024 Q4 13F Filing 2026-03-31 2026-05-14
STN
STANTEC INC
Industrials 4.74% 4.45% #8 5
Prev: #13
1.9
-38,000 -55.7%
P
S
30,200 $2,604,542 2024 Q2 13F Filing 2026-03-31 2026-05-14
ZTS
ZOETIS INC
Healthcare 4.24% 4.67% #9
Prev: #9
1.7
-34,100 -63.4%
P
S
19,700 $2,327,117 2024 Q2 13F Filing 2026-03-31 2026-05-14
IQV
IQVIA HOLDINGS ...
Healthcare 4.04% 4.59% #10
Prev: #10
1.6
-16,500 -55.9%
P
S
13,000 $2,215,477 2024 Q2 13F Filing 2026-03-31 2026-05-14
TMO
THERMO FISHER S...
Healthcare 4.03% 4.82% #11 4
Prev: #7
1.6
-7,550 -62.7%
P
S
4,500 $2,210,346 2024 Q2 13F Filing 2026-03-31 2026-05-14
DHR
DANAHER
Healthcare 4.00% 5.88% #12 8
Prev: #4
1.6
-25,650 -68.9%
P
S
11,600 $2,197,830 2024 Q2 13F Filing 2026-03-31 2026-05-14
GEHC
GE HEALTHCARE T...
Healthcare 3.95% 6.07% #13 10
Prev: #3
1.6
-76,800 -71.6%
P
S
30,500 $2,169,479 2024 Q2 13F Filing 2026-03-31 2026-05-14
VLTO
VERALTO
Industrials 3.91% 3.88% #14 3
Prev: #17
1.6
-32,000 -56.8%
P
S
24,300 $2,147,111 2024 Q2 13F Filing 2026-03-31 2026-05-14
CLH
CLEAN HARBORS I...
Industrials 3.89% 4.47% #15 3
Prev: #12
1.6
-20,150 -73.0%
P
S
7,450 $2,134,652 2024 Q2 13F Filing 2026-03-31 2026-05-14
SNPS
SYNOPSYS INC
Technology 3.86% 4.31% #16 2
Prev: #14
1.5
-7,950 -59.8%
P
S
5,350 $2,119,692 2024 Q2 13F Filing 2026-03-31 2026-05-14
BSY
BENTLEY SYSTEMS...
Technology 3.39% 2.98% #17 2
Prev: #19
1.4
-60,000 -53.1%
P
S
53,000 $1,860,065 2024 Q2 13F Filing 2026-03-31 2026-05-14
CEG
CONSTELLATION E...
Utilities 3.25% 3.99% #18 2
Prev: #16
1.3
-9,950 -60.9%
P
S
6,400 $1,785,957 2025 Q1 13F Filing 2026-03-31 2026-05-14
FSLR
FIRST SOLAR
Technology 3.09% 3.50% #19 1
Prev: #18
1.2
-10,800 -55.7%
P
S
8,600 $1,695,256 2024 Q2 13F Filing 2026-03-31 2026-05-14
ULS
UL SOLUTIONS IN...
Industrials 2.50% 2.83% #20
Prev: #20
1.0
-36,000 -69.2%
P
S
16,000 $1,370,406 2025 Q1 13F Filing 2026-03-31 2026-05-14
JPM
J.P.MORGAN CHAS...
Financial Services 1.98% 0.82% #21 1
Prev: #22
1.8
no change no change
P
S
3,700 $1,087,635 2024 Q2 13F Filing 2026-03-31 2026-05-14
MWA
MUELLER WATER P...
Industrials 1.65% 2.19% #22 1
Prev: #21
0.7
-100,000 -75.2%
P
S
33,000 $906,539 2025 Q4 13F Filing 2026-03-31 2026-05-14
CRM
SALESFORCE INC
Technology 1.26% 0.68% #23
Prev: #23
1.5
no change no change
P
S
3,700 $690,198 2024 Q2 13F Filing 2026-03-31 2026-05-14
EBAY
EBAY INC
Consumer Cyclical 1.24% 0.41% #24 3
Prev: #27
2.5
700 10.3%
P
S
7,500 $682,175 2025 Q4 13F Filing 2026-03-31 2026-05-14
PLD
PROLOGIS INC
Real Estate 1.03% 0.63% #25 1
Prev: #24
0.4
-2,900 -40.3%
P
S
4,300 $567,979 2024 Q2 13F Filing 2026-03-31 2026-05-14
ADBE
ADOBE SYSTEMS
Technology 0.93% 0.51% #26
Prev: #26
1.4
no change no change
P
S
2,100 $510,113 2025 Q1 13F Filing 2026-03-31 2026-05-14
SJM
THE J. M. SMUCK...
Consumer Defensive 0.81% 0.32% #27 1
Prev: #28
0.8
-200 -4.2%
P
S
4,600 $443,315 2025 Q1 13F Filing 2026-03-31 2026-05-14
PYPL
PAYPAL HOLDINGS...
Financial Services 0.62% 0.30% #28 1
Prev: #29
1.2
no change no change
P
S
7,500 $338,989 2024 Q2 13F Filing 2026-03-31 2026-05-14
MSFT
MICROSOFT
Technology 0.30% 0.13% #29 1
Prev: #30
2.1
50 12.5%
P
S
450 $166,461 2025 Q1 13F Filing 2026-03-31 2026-05-14
NVDA
NVIDIA
Technology 0.27% 0.11% #30 1
Prev: #31
1.1
no change no change
P
S
850 $148,137 2024 Q2 13F Filing 2026-03-31 2026-05-14
KLAC
KLA-TENCOR CORP...
Technology 0.27% 0.08% #31 1
Prev: #32
1.1
no change no change
P
S
100 $147,139 2024 Q2 13F Filing 2026-03-31 2026-05-14
PH
PARKER HANNIFIN...
Industrials 0.24% 0.55% #32 7
Prev: #25
0.1
-750 -83.3%
P
S
150 $134,193 2024 Q2 13F Filing 2026-03-31 2026-05-14
SCI
SERVICE CORP IN...
Consumer Cyclical 0.15% #33
Prev: #—
3.6
1,000
NEW
1,000 $82,453 2026 Q1 13F Filing 2026-03-31 2026-05-14
A
AGILENT TECHNOL...
Healthcare 0.15% 0.07% #34 1
Prev: #33
1.1
no change no change
P
S
700 $79,730 2024 Q2 13F Filing 2026-03-31 2026-05-14
IEX
IDEX CORP
Industrials 0.14% 0.06% #35 1
Prev: #34
0.1
-100 -20.0%
P
S
400 $75,767 2024 Q2 13F Filing 2026-03-31 2026-05-14
EL
THE ESTE LAUDER...
Consumer Defensive 0.09% 0.04% #36 1
Prev: #35
2.5
200 40.0%
P
S
700 $50,204 2024 Q2 13F Filing 2026-03-31 2026-05-14
Showing 1-36 of 36 holdings

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