Institutional
ECOFI INVESTISSEMENTS SA
CIK 0002034064
$54.9M
Reported AUM
36
Positions
Q1 2026
Period
2026-05-14
Filed
The Brief · ECOFI INVESTISSEMENTS SA · Q1 2026
AI · grounded in 13F
ECOFI INVESTISSEMENTS SA reduced 25 positions this quarter, led by a 71.575% reduction in shares of GEHC. The fund also trimmed holdings in DHR by 68.8591% and WM by 63.6585%. On the buy side, the fund accumulated EBAY shares by 10.2941% and established a new position in SCI worth $82,453.
Portfolio · Q1 2026
Top holdings
| # | Stock | Issuer | Price | Day % | 1Y Gr. | 5Y Gr. | Value | % of book | Δ shares (QoQ) | Status |
|---|---|---|---|---|---|---|---|---|---|---|
| 1 | EMR | EMERSON ELECTRIC CO | $145.73 | -4.01% | 8.82% | 58.32% | $3.6M | 6.51% | — | HELD |
| 2 | WM | WASTE MANAGEMENT | $236.60 | -1.17% | 5.03% | 64.94% | $3.4M | 6.23% | — | HELD |
| 3 | BSX | BOSTON SCIENTIFIC CORP | $46.04 | -0.04% | -56.36% | 1.88% | $3.1M | 5.71% | — | HELD |
| 4 | ECL | ECOLAB INC | $283.70 | 0.28% | 9.54% | 32.71% | $3.1M | 5.64% | — | HELD |
| 5 | XYL | XYLEM | $122.13 | -2.27% | -13.15% | -5.22% | $3.0M | 5.53% | — | HELD |
| 6 | EME | EMCOR GROUP INC | $672.48 | -4.72% | 13.22% | 490.34% | $3.0M | 5.44% | — | HELD |
| 7 | RSG | REPUBLIC SERVICES | $218.91 | 1.05% | -3.54% | 89.16% | $2.7M | 4.90% | — | HELD |
| 8 | STN | STANTEC INC | $71.62 | -0.25% | -34.14% | 53.66% | $2.6M | 4.74% | — | HELD |
| 9 | ZTS | ZOETIS INC | $77.93 | 0.54% | -45.71% | -59.40% | $2.3M | 4.24% | — | HELD |
| 10 | IQV | IQVIA HOLDINGS INC | $247.56 | 1.90% | 33.15% | -6.46% | $2.2M | 4.04% | — | HELD |
| 11 | TMO | THERMO FISHER SCIE | $576.46 | 0.01% | 24.94% | 5.33% | $2.2M | 4.03% | — | HELD |
| 12 | DHR | DANAHER | $196.49 | -1.29% | 1.74% | -29.02% | $2.2M | 4.00% | — | HELD |
| 13 | GEHC | GE HEALTHCARE TECHNOLOGY | $71.90 | 12.15% | -8.04% | -7.23% | $2.2M | 3.95% | — | HELD |
| 14 | VLTO | VERALTO | $98.83 | 0.37% | -6.46% | 27.74% | $2.1M | 3.91% | — | HELD |
| 15 | CLH | CLEAN HARBORS INC | $326.34 | 7.47% | 38.64% | 216.37% | $2.1M | 3.89% | — | HELD |
| 16 | SNPS | SYNOPSYS INC | $373.69 | -2.64% | -37.96% | 15.52% | $2.1M | 3.86% | — | HELD |
| 17 | BSY | BENTLEY SYSTEMS INC-CLASS B | $36.96 | 3.12% | -34.86% | -41.37% | $1.9M | 3.39% | — | HELD |
| 18 | CEG | CONSTELLATION ENERGY | $257.95 | -0.72% | -23.35% | 484.20% | $1.8M | 3.25% | — | HELD |
| 19 | FSLR | FIRST SOLAR | $199.24 | -1.65% | 10.12% | 115.52% | $1.7M | 3.09% | — | HELD |
| 20 | ULS | UL SOLUTIONS INC - CLASS A | $92.38 | 0.76% | 30.50% | 146.24% | $1.4M | 2.50% | — | HELD |
| 21 | JPM | J.P.MORGAN CHASE & CO | $344.71 | -3.53% | 25.84% | 153.16% | $1.1M | 1.98% | — | HELD |
| 22 | MWA | MUELLER WATER PRODUCTS SER A | $25.17 | -2.86% | 6.13% | 64.37% | $907K | 1.65% | — | HELD |
| 23 | CRM | SALESFORCE INC | $188.38 | 3.79% | -23.90% | -27.44% | $690K | 1.26% | — | HELD |
| 24 | EBAY | EBAY INC | $115.30 | -1.82% | 29.66% | 66.60% | $682K | 1.24% | — | HELD |
| 25 | PLD | PROLOGIS INC | $145.47 | -1.12% | 42.93% | 24.58% | $568K | 1.03% | — | HELD |
| 26 | ADBE | ADOBE SYSTEMS | $263.43 | 5.72% | -24.43% | -60.40% | $510K | 0.93% | — | HELD |
| 27 | SJM | THE J. M. SMUCKER COMPANY | $126.35 | 2.69% | 22.55% | 21.34% | $443K | 0.81% | — | HELD |
| 28 | PYPL | PAYPAL HOLDINGS INC | $58.35 | 0.05% | -12.35% | -79.62% | $339K | 0.62% | — | HELD |
| 29 | MSFT | MICROSOFT | $390.54 | -0.71% | -24.89% | 34.54% | $166K | 0.30% | — | HELD |
| 30 | NVDA | NVIDIA | $190.01 | -3.55% | 13.56% | 782.99% | $148K | 0.27% | — | HELD |
| 31 | KLAC | KLA-TENCOR CORPORATION | $170.19 | -10.80% | — | — | $147K | 0.27% | — | HELD |
| 32 | PH | PARKER HANNIFIN CORP | $951.07 | -4.03% | — | — | $134K | 0.24% | — | HELD |
| 33 | SCI | SERVICE CORP INTERNATIONAL | $85.68 | 0.82% | — | — | $82K | 0.15% | — | HELD |
| 34 | A | AGILENT TECHNOLOGIES INC | $140.30 | -0.17% | — | — | $80K | 0.15% | — | HELD |
| 35 | IEX | IDEX CORP | $229.52 | 2.17% | — | — | $76K | 0.14% | — | HELD |
| 36 | EL | THE ESTE LAUDER COMPANIES INC. | $84.13 | -0.73% | — | — | $50K | 0.09% | — | HELD |
Source: SEC EDGAR · accession 0001104659-26-061157. 13F discloses long positions only — shorts, foreign equities, and options are excluded.