Vault-13

ECOFI INVESTISSEMENTS SA

NANTERRE, I0 · CIK 2034064 · 13F filing filed 2026-08-13

No investment adviser registration (Form ADV) found for this filer. It may be a parent company whose subsidiaries are the registered advisers, a bank or insurer, or a manager based outside the US.

$28.0m reported value -49.0% vs Q1 2026
18positions
88.0%in top 10
0 new 7 added 5 reduced 18 sold out vs Q1 2026

Holdings, Q2 2026

The small lines show how much was held over the last 4 quarters (adjusted for stock splits).

#SecurityTickerShares Value% of portfolioChangeShares change
1 XYLEM INC COM XYL XYL 30,500 $3.6m12.89% 12.89% AddedShares held: Q3 2025 56.3k, Q4 2025 56.4k, Q1 2026 25.4k, Q2 2026 30.5k +5.1k +5,100 20.1%
2 IQVIA HLDGS INC COM IQV IQV 17,500 $3.4m12.08% 12.08% AddedShares held: Q3 2025 47.2k, Q4 2025 29.5k, Q1 2026 13.0k, Q2 2026 17.5k +4.5k +4,500 34.6%
3 WASTE MGMT INC DEL COM WM WM 14,900 $3.3m11.87% 11.87% UnchangedShares held: Q3 2025 36.8k, Q4 2025 41.0k, Q1 2026 14.9k, Q2 2026 14.9k
4 EMCOR GROUP INC COM EME EME 3,150 $2.6m9.34% 9.34% ReducedShares held: Q3 2025 10.1k, Q4 2025 10.1k, Q1 2026 4.0k, Q2 2026 3.1k -900 -900 -22.2%
5 VERALTO CORP COM SHS VLTO VLTO 25,300 $2.2m8.02% 8.02% AddedShares held: Q3 2025 56.3k, Q4 2025 56.3k, Q1 2026 24.3k, Q2 2026 25.3k +1.0k +1,000 4.1%
6 BENTLEY SYS INC COM CL B BSY BSY 73,800 $2.2m7.88% 7.88% AddedShares held: Q3 2025 102.0k, Q4 2025 113.0k, Q1 2026 53.0k, Q2 2026 73.8k +20.8k +20,800 39.2%
7 STANTEC INC COM STN STN 30,500 $2.1m7.49% 7.49% AddedShares held: Q3 2025 70.3k, Q4 2025 68.2k, Q1 2026 30.2k, Q2 2026 30.5k +300 +300 1.0%
8 GE HEALTHCARE TECHNOLOGIES I COMMON STOCK GEHC GEHC 29,600 $1.9m6.77% 6.77% ReducedShares held: Q3 2025 113.0k, Q4 2025 107.3k, Q1 2026 30.5k, Q2 2026 29.6k -900 -900 -3.0%
9 CONSTELLATION ENERGY CORP COM CEG CEG 7,450 $1.8m6.61% 6.61% AddedShares held: Q3 2025 17.4k, Q4 2025 16.4k, Q1 2026 6.4k, Q2 2026 7.5k +1.1k +1,050 16.4%
10 ZOETIS INC CL A ZTS ZTS 19,700 $1.4m5.06% 5.06% UnchangedShares held: Q3 2025 53.1k, Q4 2025 53.8k, Q1 2026 19.7k, Q2 2026 19.7k
11 JPMORGAN CHASE & CO COM JPM JPM 3,350 $1.1m3.92% 3.92% ReducedShares held: Q3 2025 3.7k, Q4 2025 3.7k, Q1 2026 3.7k, Q2 2026 3.4k -350 -350 -9.5%
12 SALESFORCE INC COM CRM CRM 4,100 $642.1k2.30% 2.30% AddedShares held: Q3 2025 3.6k, Q4 2025 3.7k, Q1 2026 3.7k, Q2 2026 4.1k +400 +400 10.8%
13 PROLOGIS INC. COM PLD PLD 3,900 $528.1k1.89% 1.89% ReducedShares held: Q3 2025 7.1k, Q4 2025 7.2k, Q1 2026 4.3k, Q2 2026 3.9k -400 -400 -9.3%
14 ADOBE INC COM ADBE ADBE 2,100 $430.4k1.54% 1.54% UnchangedShares held: Q3 2025 2.1k, Q4 2025 2.1k, Q1 2026 2.1k, Q2 2026 2.1k
15 PAYPAL HLDGS INC COM PYPL PYPL 7,500 $323.7k1.16% 1.16% UnchangedShares held: Q3 2025 7.5k, Q4 2025 7.5k, Q1 2026 7.5k, Q2 2026 7.5k
16 NVIDIA CORPORATION COM NVDA NVDA 850 $170.0k0.61% 0.61% UnchangedShares held: Q3 2025 1.0k, Q4 2025 850, Q1 2026 850, Q2 2026 850
17 AGILENT TECHNOLOGIES INC COM A A 700 $92.9k0.33% 0.33% UnchangedShares held: Q3 2025 6.2k, Q4 2025 700, Q1 2026 700, Q2 2026 700
18 IDEX CORP COM IEX IEX 300 $68.1k0.24% 0.24% ReducedShares held: Q3 2025 26.1k, Q4 2025 500, Q1 2026 400, Q2 2026 300 -100 -100 -25.0%

Sold out since Q1 2026

SecurityTickerShares held beforeValue then
EMERSON ELEC CO EMR EMR 27,300 $3.6m27.3k shares
BOSTON SCIENTIFIC CORP BSX BSX 50,000 $3.1m50.0k shares
ECOLAB INC ECL ECL 11,650 $3.1m11.7k shares
REPUBLIC SVCS INC RSG RSG 12,300 $2.7m12.3k shares
THERMO FISHER SCIENTIFIC INC TMO TMO 4,500 $2.2m4.5k shares
DANAHER CORPORATION DHR DHR 11,600 $2.2m11.6k shares
CLEAN HARBORS INC CLH CLH 7,450 $2.1m7.5k shares
SYNOPSYS INC SNPS SNPS 5,350 $2.1m5.3k shares
FIRST SOLAR INC FSLR FSLR 8,600 $1.7m8.6k shares
UL SOLUTIONS INC ULS ULS 16,000 $1.4m16.0k shares
MUELLER WTR PRODS INC MWA MWA 33,000 $906.5k33.0k shares
EBAY INC. EBAY EBAY 7,500 $682.2k7.5k shares
SMUCKER J M CO SJM SJM 4,600 $443.3k4.6k shares
MICROSOFT CORP MSFT MSFT 450 $166.5k450 shares
KLA CORP KLAC KLAC 1,000 $147.1k1.0k shares
PARKER-HANNIFIN CORP PH PH 150 $134.2k150 shares
SERVICE CORP INTL SCI SCI 1,000 $82.5k1.0k shares
LAUDER ESTEE COS INC EL EL 700 $50.2k700 shares