Q2 2026 13F · SEC CIK 2034064
Ecofi Investissements SA
Investment managerFiled 2026-08-13 for Q2 2026. Open the filing ↗ · All SEC filings ↗
- Reported 13F value
- $28.0M
- Reported positions
- 18
- Holdings vs S&P 500, 3 yrs
- —
- Average holding period
- 2.1 yrs
Ecofi Investissements SA is an investment manager that reported 18 positions worth $28.0M in its Q2 2026 13F, filed 2026-08-13. Its largest holdings were Xylem Inc (XYL, 12.9%), Iqvia Hldgs Inc (IQV, 12.1%), Waste Mgmt Inc Del (WM, 11.9%).
Ecofi Investissements SA holdings all 18 positions.
Weights are shares of the filer's total reported 13F value, compared with Q1 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.
| Stock | % of 13F value | Share change | Reported value |
|---|---|---|---|
| XYLXylem Inc | 12.9% | +20.1% | $3.6M |
| IQVIqvia Hldgs Inc | 12.1% | +34.6% | $3.4M |
| WMWaste Mgmt Inc Del | 11.9% | +0.0% | $3.3M |
| EMEEmcor Group Inc | 9.3% | -22.2% | $2.6M |
| VLTOVeralto Corp | 8.0% | +4.1% | $2.2M |
| BSYBentley Sys Inc | 7.9% | +39.2% | $2.2M |
| STNStantec Inc | 7.5% | +1.0% | $2.1M |
| GEHCGe Healthcare Technologies I | 6.8% | -3.0% | $1.9M |
| CEGConstellation Energy Corp | 6.6% | +16.4% | $1.8M |
| ZTSZoetis Inc | 5.1% | +0.0% | $1.4M |
| JPMJpmorgan Chase & Co | 3.9% | -9.5% | $1.1M |
| CRMSalesforce Inc | 2.3% | +10.8% | $642K |
| PLDPrologis Inc | 1.9% | -9.3% | $528K |
| ADBEAdobe Inc | 1.5% | +0.0% | $430K |
| PYPLPaypal Hldgs Inc | 1.2% | +0.0% | $324K |
| NVDANvidia Corporation | 0.6% | +0.0% | $170K |
| AAgilent Technologies Inc | 0.3% | +0.0% | $93K |
| IEXIdex Corp | 0.2% | -25.0% | $68K |
What Ecofi Investissements SA bought and sold in Q2 2026, against Q1 2026.
New positions
No new positions among the largest holdings.
Added to
- BSY Bentley Sys Inc+39.2% shares
- IQV Iqvia Hldgs Inc+34.6% shares
- XYL Xylem Inc+20.1% shares
- CEG Constellation Energy Corp+16.4% shares
- CRM Salesforce Inc+10.8% shares
Reduced
- IEX Idex Corp-25.0% shares
- EME Emcor Group Inc-22.2% shares
- JPM Jpmorgan Chase & Co-9.5% shares
- PLD Prologis Inc-9.3% shares
Sold out
- EMR Emerson Elec Cowas 6.5%
- BSX Boston Scientific Corpwas 5.7%
- ECL Ecolab Incwas 5.6%
- RSG Republic Svcs Incwas 4.9%
- TMO Thermo Fisher Scientific Incwas 4.0%
- DHR Danaher Corp Delwas 4.0%
- CLH Clean Harbors Incwas 3.9%
- SNPS Synopsys Incwas 3.9%
Share counts compared with the Q1 2026 13F; a split also changes share counts.
How the holdings did against the S&P 500.
- 1 year
- -6.8% /yr
- S&P 500 +20.1%
- 3 years
- —
- 5 years
- —
A portfolio of the filer's 20 largest 13F positions, weighted by value, bought the trading day after each 13F was filed and held until the next one was: what copying this filer could have earned. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.
Reported 13F value by quarter.
| Quarter | 13F value | Positions |
|---|---|---|
| Q2 2026 | $28.0M | 18 |
| Q1 2026 | $54.9M | 36 |
| Q4 2025 | $144.9M | 35 |
| Q3 2025 | $83.3M | 19 |
| Q2 2025 | $90.0M | 21 |
| Q1 2025 | $157.3M | 43 |
| Q4 2024 | $161.7M | 41 |
| Q3 2024 | $151.3M | 40 |
| Q2 2024 | $180.0M | 41 |
Questions about Ecofi Investissements SA's portfolio
What stocks does Ecofi Investissements SA own?
Ecofi Investissements SA's latest 13F, for Q2 2026 and filed Aug 13, 2026, lists 18 positions worth $28.0M. The largest are Xylem Inc (XYL) at 12.9%, Iqvia Hldgs Inc (IQV) at 12.1%, Waste Mgmt Inc Del (WM) at 11.9%, Emcor Group Inc (EME) at 9.3% and Veralto Corp (VLTO) at 8.0%.
What did Ecofi Investissements SA buy last quarter?
In Q2 2026, Ecofi Investissements SA added Bentley Sys Inc (BSY) (+39.2% shares), Iqvia Hldgs Inc (IQV) (+34.6% shares) and Xylem Inc (XYL) (+20.1% shares), compared with its Q1 2026 filing.
What did Ecofi Investissements SA sell last quarter?
In Q2 2026, Ecofi Investissements SA sold all of Emerson Elec Co (EMR), sold all of Boston Scientific Corp (BSX), sold all of Ecolab Inc (ECL), sold all of Republic Svcs Inc (RSG), sold all of Thermo Fisher Scientific Inc (TMO), Idex Corp (IEX) (-25.0% shares), Emcor Group Inc (EME) (-22.2% shares) and Jpmorgan Chase & Co (JPM) (-9.5% shares), compared with its Q1 2026 filing.
When is Ecofi Investissements SA's next 13F filing due?
13F filings are due 45 days after each quarter ends. Ecofi Investissements SA's filing for the quarter ending Sep 30, 2026 is due by Nov 14, 2026; this page updates the day after it is published.