ECOFI INVESTISSEMENTS SA
Clone Performance
Aug 2024–Aug 2026 · vs SPYHypothetical growth of buying every stock this filer reported holding, rebalancing on each filing and indexed to the same start. Option positions cannot be bought this way and are left out.
Estimate. 13F holdings are quarter-lagged, so the clone rebalances about 45 days after each period end — when the filing becomes public — and it excludes option and short positions. Returns use comparable raw closes and exclude dividends; a captured split can shorten the simulated window. It tracks 100% of reported value on average across 9 quarters. Past performance does not predict future results.
Portfolio Concentration
18 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026Portfolio Trend
Sector Breakdown
As of Jun 30, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Industrials | 49.9% | $13,953,883 |
| Healthcare | 24.2% | $6,784,669 |
| Technology | 12.3% | $3,448,806 |
| Utilities | 6.6% | $1,850,356 |
| Financial Services | 5.1% | $1,420,405 |
| Real Estate | 1.9% | $528,333 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| BSY | Bentley Systems Inc | +20,800 | 73,800 | $2,205,882 | |
| XYL | Xylem Inc. | +5,100 | 30,500 | $3,605,405 | |
| IQV | Iqvia Holdings Inc. | +4,500 | 17,500 | $3,381,350 | |
| CEG | Constellation Energy Corp | +1,050 | 7,450 | $1,850,356 | |
| VLTO | Veralto Corp | +1,000 | 25,300 | $2,243,604 | |
| CRM | Salesforce, Inc. | +400 | 4,100 | $642,306 | |
| STN | Stantec Inc | +300 | 30,500 | $2,101,755 | |
| No positions match the current search. | |||||
Trimmed
Positions the filer reduced| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| EME | EMCOR Group, Inc. | −900 | 3,150 | $2,614,122 | |
| GEHC | GE HealthCare Technologies Inc. | −900 | 29,600 | $1,894,696 | |
| PLD | Prologis, Inc. | −400 | 3,900 | $528,333 | |
| JPM | Jpmorgan Chase & Co | −350 | 3,350 | $1,096,555 | |
| IEX | Idex Corp /De/ | −100 | 300 | $68,085 | |
| No positions match the current search. | |||||
New Positions
Positions the filer opened this quarterSold Out
Positions the filer fully exited| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| EMR | Emerson Electric Co | 27,300 | $3,576,846 | |
| BSX | Boston Scientific Corp | 50,000 | $3,137,500 | |
| ECL | Ecolab Inc. | 11,650 | $3,099,133 | |
| RSG | Republic Services, Inc. | 12,300 | $2,693,946 | |
| TMO | Thermo Fisher Scientific Inc. | 4,500 | $2,211,885 | |
| DHR | Danaher Corp /De/ | 11,600 | $2,199,360 | |
| CLH | Clean Harbors Inc | 7,450 | $2,136,138 | |
| SNPS | Synopsys Inc | 5,350 | $2,121,168 | |
| FSLR | First Solar, Inc. | 8,600 | $1,696,436 | |
| ULS | UL Solutions Inc. | 16,000 | $1,371,360 | |
| MWA | Mueller Water Products, Inc. | 33,000 | $907,170 | |
| EBAY | Ebay Inc | 7,500 | $682,650 | |
| SJM | J M SMUCKER Co | 4,600 | $443,624 | |
| MSFT | Microsoft Corp | 450 | $166,576 | |
| KLAC | Kla Corp | 100 | $147,241 | |
| PH | Parker-Hannifin Corp | 150 | $134,286 | |
| SCI | Service Corp International | 1,000 | $82,510 | |
| EL | Estee Lauder Companies Inc | 700 | $50,239 | |
| No positions match the current search. | ||||
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| XYL |
Xylem Inc.
Industrials
|
Added | 30,500 | $3,605,405 | 12.88% | |
| IQV |
Iqvia Holdings Inc.
Healthcare
|
Added | 17,500 | $3,381,350 | 12.08% | |
| WM |
Waste Management Inc
Industrials
|
Held | 14,900 | $3,320,912 | 11.87% | |
| EME |
EMCOR Group, Inc.
Industrials
|
Reduced | 3,150 | $2,614,122 | 9.34% | |
| VLTO |
Veralto Corp
Industrials
|
Added | 25,300 | $2,243,604 | 8.02% | |
| BSY |
Bentley Systems Inc
Technology
|
Added | 73,800 | $2,205,882 | 7.88% | |
| STN |
Stantec Inc
Industrials
|
Added | 30,500 | $2,101,755 | 7.51% | |
| GEHC |
GE HealthCare Technologies Inc.
Healthcare
|
Reduced | 29,600 | $1,894,696 | 6.77% | |
| CEG |
Constellation Energy Corp
Utilities
|
Added | 7,450 | $1,850,356 | 6.61% | |
| ZTS |
Zoetis Inc.
Healthcare
|
Held | 19,700 | $1,415,642 | 5.06% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
Reduced | 3,350 | $1,096,555 | 3.92% | |
| CRM |
Salesforce, Inc.
Technology
|
Added | 4,100 | $642,306 | 2.30% | |
| PLD |
Prologis, Inc.
Real Estate
|
Reduced | 3,900 | $528,333 | 1.89% | |
| ADBE |
Adobe Inc.
Technology
|
Held | 2,100 | $430,542 | 1.54% | |
| PYPL |
PayPal Holdings, Inc.
Financial Services
|
Held | 7,500 | $323,850 | 1.16% | |
| NVDA |
Nvidia Corp
Technology
|
Held | 850 | $170,076 | 0.61% | |
| A |
Agilent Technologies, Inc.
Healthcare
|
Held | 700 | $92,981 | 0.33% | |
| IEX |
Idex Corp /De/
Industrials
|
Reduced | 300 | $68,085 | 0.24% |
Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.