Ecofi Investissements SA
NANTERRE, I0
$28m in 18 US stocks at the end of 30 June 2026. The top 10 are 88.0% of the money. It changed about 48.9% of the portfolio this quarter.
Value
$28m
Stocks
18
Top 10 share
88.0%
Turnover
48.9%
What changed this quarter
New
Bought for the first time this quarter.
None this quarter.
Added
Bought more of a stock they already held.
- XylemXYL12.9% of the fund+20%
- Iqvia HoldingsIQV12.1% of the fund+35%
- VeraltoVLTO8.0% of the fund+4%
- Bentley SystemsBSY7.9% of the fund+39%
- Constellation EnergyCEG6.6% of the fund+16%
- SalesforceCRM2.3% of the fund+11%
Cut
Sold some of their stake.
- EMCOR GroupEME9.3% of the fund-22%
- GE HealthCare TechnologiesGEHC6.8% of the fund-3%
- JPMorgan ChaseJPM3.9% of the fund-9%
- PrologisPLD1.9% of the fund-9%
- IdexIEX0.2% of the fund-25%
Sold out
Sold their entire stake.
- Emerson ElectricEMR-100%
- Boston ScientificBSX-100%
- EcolabECL-100%
- Republic ServicesRSG-100%
- Thermo Fisher ScientificTMO-100%
- DanaherDHR-100%
- Clean HarborsCLH-100%
- SynopsysSNPS-100%
- First SolarFSLR-100%
- UL SolutionsULS-100%
- Mueller Water ProductsMWA-100%
- eBayEBAY-100%
- J M SmuckerSJM-100%
- MicrosoftMSFT-100%
- KLAKLAC-100%
- Parker-HannifinPH-100%
- Service Corp InternationalSCI-100%
- Estee Lauder CompaniesEL-100%
Holdings
- StantecSTN
- Share
- 7.5%
- Value
- $2m
- Shares
- 30,500
Held
| Company | Share of fund | Value | Shares | Change |
|---|---|---|---|---|
| XylemXYL | 12.9% | $4m | 30,500 | +20% |
| Iqvia HoldingsIQV | 12.1% | $3m | 17,500 | +35% |
| Waste ManagementWM | 11.9% | $3m | 14,900 | Held |
| EMCOR GroupEME | 9.3% | $3m | 3,150 | -22% |
| VeraltoVLTO | 8.0% | $2m | 25,300 | +4% |
| Bentley SystemsBSY | 7.9% | $2m | 73,800 | +39% |
| StantecSTN | 7.5% | $2m | 30,500 | Held |
| GE HealthCare TechnologiesGEHC | 6.8% | $2m | 29,600 | -3% |
| Constellation EnergyCEG | 6.6% | $2m | 7,450 | +16% |
| ZoetisZTS | 5.1% | $1m | 19,700 | Held |
| JPMorgan ChaseJPM | 3.9% | $1m | 3,350 | -9% |
| SalesforceCRM | 2.3% | $642,081 | 4,100 | +11% |
| PrologisPLD | 1.9% | $528,148 | 3,900 | -9% |
| AdobeADBE | 1.5% | $430,391 | 2,100 | Held |
| PayPal HoldingsPYPL | 1.2% | $323,736 | 7,500 | Held |
| NvidiaNVDA | 0.6% | $170,017 | 850 | Held |
| Agilent TechnologiesA | 0.3% | $92,948 | 700 | Held |
| IdexIEX | 0.2% | $68,061 | 300 | -25% |
Over time and by industry
Value over time
Jun '25
Dec '25
Jun '26
Value is down 68.9% since 30 June 2025.
Where the money is
Industrials49.8%
Health care24.2%
Technology12.3%
Utilities6.6%
Financial services5.1%
Real estate1.9%
From the fund's 13F filings. They list US stocks and options only, 45 days after each quarter, and leave out cash, bonds, shorts and foreign shares.