13F Insight
DOSSIER · 13F-HR · Q2 2026

ECOFI INVESTISSEMENTS SA

$28M in tracked AUM across 18 positions as of Q2 2026.

EI
CIK 0002034064 · last filed Jun 30, 2026
Total AUM
$28M
as of Q2 2026
Holdings
18
—
positions
Whale Score
63
63
tracked
Activity
—
no data
changes this Q
AI Analysis · Q2 2026

Portfolio Overview

ECOFI INVESTISSEMENTS SA manages a concentrated portfolio totaling approximately $83.27 million across 19 holdings as of the report date September 30, 2025. The firm reduced its exposure by 7.5% during the quarter, down from $90.01 million, a period characterized by significant portfolio turnover. The investment strategy appears to favor high-conviction, concentrated positions, with the top ten holdings accounting for the vast majority of the portfolio value. The firm emp...

Key Holdings

The portfolio is characterized by an equal-weighted distribution among its top-tier assets, suggesting a strategy that avoids over-concentration in a single winner. The top position, IQVIA Holdings (IQV), represents 10.77% of the portfolio ($8.97M), followed closely by GE HealthCare Technologies (GEHC) at 10.19% ($8.49M) and Xylem (XYL) at 9.97% ($8.30M). Notably, the top five positions all fall within a tight valuation range, between $7.77M and $8.97M, indicating a managed risk profile where no single security dominates the portfolio's performance.

Analysis generated by 13F Insight from SEC Form 13F filing data · Q2 2026. Methodology

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
XYL
XYLEM
$4M31K12.9%02
IQV
IQVIA HOLDINGS INC
$3M18K12.1%03
WM
WASTE MANAGEMENT
$3M15K11.9%04
EME
EMCOR GROUP INC
$3M3K9.3%05
VLTO
VERALTO
$2M25K8.0%06
BSY
BENTLEY SYSTEMS INC-CLASS B
$2M74K7.9%07
STN
STANTEC INC
$2M31K7.5%08
GEHC
GE HEALTHCARE TECHNOLOGY
$2M30K6.8%09
CEG
CONSTELLATION ENERGY
$2M7K6.6%10
ZTS
ZOETIS INC
$1M20K5.1%

Filing history

2026Q2Jun 30
$28M▼ 49.0%
18 positionsView →2026Q1Mar 31
$55M▼ 62.1%
36 positionsView →2025Q4Dec 31
$145M▲ 74.1%
35 positionsView →2025Q3Sep 30
$83M▼ 7.5%
19 positionsView →2025Q2Jun 30
$90M▲ 9.5%
46 positionsLocked2025Q1Mar 31
$82M▼ 49.2%
48 positionsLocked2024Q4Dec 31
$162M▲ 6.9%
87 positionsLocked2024Q3Sep 30
$151M▼ 15.9%
84 positionsLocked2024Q2Jun 30
$180M—
86 positionsLocked