ECOFI INVESTISSEMENTS SA

CIK

2034064

Location

Nanterre, I0

Portfolio Value

Micro $493,863

Diversification

Diversified

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 SPY

Hypothetical 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, 2025

Top 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	Positions
Industrials	45.7%	$25,102,778	12
Healthcare	26.1%	$14,345,278	7
Technology	13.4%	$7,342,168	8
Basic Materials	5.6%	$3,099,133	1
Utilities	3.3%	$1,787,200	1
Financial Services	2.6%	$1,427,617	2
Consumer Cyclical	1.4%	$765,160	2
Real Estate	1.0%	$568,374	1
Consumer Defensive	0.9%	$493,863	2

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

3 positions

Ticker	Company	Δ Shares	Shares	Value
EBAY	Ebay Inc	+700	7,500	$682,650
EL	Estee Lauder Companies Inc	+200	700	$50,239
MSFT	Microsoft Corp	+50	450	$166,576
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
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 exited

No qualifying positions this quarter.

Portfolio Positions

Compact Export CSV View 13F filing

2 positions · $493,863 total · Consumer Defensive only · 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	Δ Shares	Value (USD)	% Δ Value	% of Portfolio	History
SJM	J M SMUCKER Co Consumer Defensive	Reduced	4,600	-200	$443,624	−5.5%	89.83%
EL	Estee Lauder Companies Inc Consumer Defensive	Added	700	+200	$50,239	−4.1%	10.17%