ECOFI INVESTISSEMENTS SA
Filing Date
Global Rank
#6,358
/ 8,232
▼ 1512
Top Industry
Waste Management
15.0%
3Y Alpha vs SPY
-24.0%
Period ended 2 months ago
Filed May 14, 2026 · 31d
8 quarters · since Jun 2024
Clone Performance
Aug 2024–Jun 2026 · vs SPYHypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.
Cloned portfolio
-7.6%
SPY
+39.3%
Annualised alpha
-24.0%
Max drawdown
−22.2%
Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.
Portfolio Concentration
36 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025Top Position
6.5%
+0.3 pts
Top 5
29.6%
−0.1 pts
Top 10
53.0%
−0.9 pts
HHI
431
Diversified−28
Portfolio Trend
8 quarters · across all stocks
Sector Breakdown
As of Mar 31, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Industrials | 45.7% | $25,102,778 |
| Healthcare | 26.1% | $14,345,278 |
| Technology | 13.4% | $7,342,168 |
| Basic Materials | 5.6% | $3,099,133 |
| Utilities | 3.3% | $1,787,200 |
| Financial Services | 2.6% | $1,427,617 |
| Consumer Cyclical | 1.4% | $765,160 |
| Real Estate | 1.0% | $568,374 |
| Consumer Defensive | 0.9% | $493,863 |
Last Quarter's Activity
Export CSVTrimmed
Positions the filer reduced
25 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| MWA | Mueller Water Products, Inc. | −100,000 | 33,000 | $907,170 | |
| GEHC | GE HealthCare Technologies Inc. | −76,800 | 30,500 | $2,170,990 | |
| BSY | Bentley Systems Inc | −60,000 | 53,000 | $1,861,360 | |
| BSX | Boston Scientific Corp | −43,900 | 50,000 | $3,137,500 | |
| STN | Stantec Inc | −38,000 | 30,200 | $2,609,280 | |
| ULS | UL Solutions Inc. | −36,000 | 16,000 | $1,371,360 | |
| ZTS | Zoetis Inc. | −34,100 | 19,700 | $2,328,737 | |
| VLTO | Veralto Corp | −32,000 | 24,300 | $2,148,606 | |
| XYL | Xylem Inc. | −31,000 | 25,400 | $3,035,300 | |
| WM | Waste Management Inc | −26,100 | 14,900 | $3,423,871 | |
| DHR | Danaher Corp /De/ | −25,650 | 11,600 | $2,199,360 | |
| EMR | Emerson Electric Co | −24,800 | 27,300 | $3,576,846 | |
| CLH | Clean Harbors Inc | −20,150 | 7,450 | $2,136,138 | |
| RSG | Republic Services, Inc. | −19,000 | 12,300 | $2,693,946 | |
| ECL | Ecolab Inc. | −18,050 | 11,650 | $3,099,133 | |
| IQV | Iqvia Holdings Inc. | −16,500 | 13,000 | $2,217,020 | |
| FSLR | First Solar, Inc. | −10,800 | 8,600 | $1,696,436 | |
| CEG | Constellation Energy Corp | −9,950 | 6,400 | $1,787,200 | |
| SNPS | Synopsys Inc | −7,950 | 5,350 | $2,121,168 | |
| TMO | Thermo Fisher Scientific Inc. | −7,550 | 4,500 | $2,211,885 | |
| EME | EMCOR Group, Inc. | −6,050 | 4,050 | $2,990,155 | |
| PLD | Prologis, Inc. | −2,900 | 4,300 | $568,374 | |
| PH | Parker-Hannifin Corp | −750 | 150 | $134,286 | |
| SJM | J M SMUCKER Co | −200 | 4,600 | $443,624 | |
| IEX | Idex Corp /De/ | −100 | 400 | $75,820 | |
| No positions match the current search. | |||||
New Positions
Positions the filer opened this quarter
1 positions
| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| SCI | Service Corp International | 1,000 | $82,510 | |
| No positions match the current search. | ||||
Sold Out
Positions the filer fully exitedNo qualifying positions this quarter.
36 positions ·
$54,931,571 total
· as of Mar 31, 2026
All sectors
Basic Materials
Consumer Cyclical
Consumer Defensive
Financial Services
Healthcare
Industrials
Real Estate
Technology
Utilities
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| EL |
Estee Lauder Companies Inc
Consumer Defensive
|
Added | 700 | $50,239 | 0.09% | |
| IEX |
Idex Corp /De/
Industrials
|
Reduced | 400 | $75,820 | 0.14% | |
| A |
Agilent Technologies, Inc.
Healthcare
|
Held | 700 | $79,786 | 0.15% | |
| SCI |
Service Corp International
Consumer Cyclical
|
NEW | 1,000 | $82,510 | 0.15% | |
| PH |
Parker-Hannifin Corp
Industrials
|
Reduced | 150 | $134,286 | 0.24% | |
| KLAC |
Kla Corp
Technology
|
Held | 100 | $147,241 | 0.27% | |
| NVDA |
Nvidia Corp
Technology
|
Held | 850 | $148,240 | 0.27% | |
| MSFT |
Microsoft Corp
Technology
|
Added | 450 | $166,576 | 0.30% | |
| PYPL |
PayPal Holdings, Inc.
Financial Services
|
Held | 7,500 | $339,225 | 0.62% | |
| SJM |
J M SMUCKER Co
Consumer Defensive
|
Reduced | 4,600 | $443,624 | 0.81% | |
| ADBE |
Adobe Inc.
Technology
|
Held | 2,100 | $510,468 | 0.93% | |
| PLD |
Prologis, Inc.
Real Estate
|
Reduced | 4,300 | $568,374 | 1.03% | |
| EBAY |
Ebay Inc
Consumer Cyclical
|
Added | 7,500 | $682,650 | 1.24% | |
| CRM |
Salesforce, Inc.
Technology
|
Held | 3,700 | $690,679 | 1.26% | |
| MWA |
Mueller Water Products, Inc.
Industrials
|
Reduced | 33,000 | $907,170 | 1.65% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
Held | 3,700 | $1,088,392 | 1.98% | |
| ULS |
UL Solutions Inc.
Industrials
|
Reduced | 16,000 | $1,371,360 | 2.50% | |
| FSLR |
First Solar, Inc.
Technology
|
Reduced | 8,600 | $1,696,436 | 3.09% | |
| CEG |
Constellation Energy Corp
Utilities
|
Reduced | 6,400 | $1,787,200 | 3.25% | |
| BSY |
Bentley Systems Inc
Technology
|
Reduced | 53,000 | $1,861,360 | 3.39% | |
| SNPS |
Synopsys Inc
Technology
|
Reduced | 5,350 | $2,121,168 | 3.86% | |
| CLH |
Clean Harbors Inc
Industrials
|
Reduced | 7,450 | $2,136,138 | 3.89% | |
| VLTO |
Veralto Corp
Industrials
|
Reduced | 24,300 | $2,148,606 | 3.91% | |
| GEHC |
GE HealthCare Technologies Inc.
Healthcare
|
Reduced | 30,500 | $2,170,990 | 3.95% | |
| DHR |
Danaher Corp /De/
Healthcare
|
Reduced | 11,600 | $2,199,360 | 4.00% | |
| TMO |
Thermo Fisher Scientific Inc.
Healthcare
|
Reduced | 4,500 | $2,211,885 | 4.03% | |
| IQV |
Iqvia Holdings Inc.
Healthcare
|
Reduced | 13,000 | $2,217,020 | 4.04% | |
| ZTS |
Zoetis Inc.
Healthcare
|
Reduced | 19,700 | $2,328,737 | 4.24% | |
| STN |
Stantec Inc
Industrials
|
Reduced | 30,200 | $2,609,280 | 4.75% | |
| RSG |
Republic Services, Inc.
Industrials
|
Reduced | 12,300 | $2,693,946 | 4.90% | |
| EME |
EMCOR Group, Inc.
Industrials
|
Reduced | 4,050 | $2,990,155 | 5.44% | |
| XYL |
Xylem Inc.
Industrials
|
Reduced | 25,400 | $3,035,300 | 5.53% | |
| ECL |
Ecolab Inc.
Basic Materials
|
Reduced | 11,650 | $3,099,133 | 5.64% | |
| BSX |
Boston Scientific Corp
Healthcare
|
Reduced | 50,000 | $3,137,500 | 5.71% | |
| WM |
Waste Management Inc
Industrials
|
Reduced | 14,900 | $3,423,871 | 6.23% | |
| EMR |
Emerson Electric Co
Industrials
|
Reduced | 27,300 | $3,576,846 | 6.51% |