ECOFI INVESTISSEMENTS SA
Regulatory profile
From Form ADV, the SEC filer profile, 13D/13G type codes and N-CEN, never from the name.
Portfolio style
Measured from the filed 13F common-share book for Jun 30, 2026, never from the firm's own description.
Closest benchmark: the Dow Jones Industrial Average as of 2026-07-31, active share 93.4%; sector active share 60.0% against the combined 13F book's sector weights.
Over time 9 measured quarters
How the bands are measured
Style bands measure the filed 13F common-share book each closed quarter, tested in this order. Unknown: under $10,000,000 of valued equity or 5 stocks. Index-like (100+ stocks): active share of 20% or less against the closest benchmark, which is the S&P 500, S&P MidCap 400, S&P SmallCap 600, Russell 1000, Russell 2000, Nasdaq-100 or Dow Jones Industrial Average (weighted by an index-tracking fund's reported holdings or the index's constituents nearest the quarter end, over the names resolved to companies, and only when those are 90%+ of its weight) or every 13F filer's combined book, or index series holding 80%+ of the registered fund assets it advises (N-CEN) and equal to 50%+ of its book. Systematic-like: 500+ stocks, 100%+ annual turnover and a top 10 weight of 25% or less. Concentrated: a top 10 weight of 60%+ or 12 or fewer effective positions. Diversified active: none of these. Turnover is the smaller of buys and sells over average equity value, summed over four quarters: low under 30%, high 100%+. Horizon is the value-weighted number of quarters each position has been held: short under 4, long 12+.
Clone Performance
Build a hypothetical price-return history from this filer's public 13F holdings.
View clone backtestPortfolio 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 | −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 | 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
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.