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ECOFI INVESTISSEMENTS SA

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13F filer, CIK 2034064, NANTERRE, France

ECOFI INVESTISSEMENTS SA reported $90,011,639 across 21 holdings for the quarter ended 2025-06-30, in a 13F-HR filed 2025-08-13. Its ten largest share positions make up 80.78% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001104659-25-077551

Period
2025-06-30
Reported value
$90M
Holdings
21
Top 10 weight
80.78%
New
0
Sold out
22

Largest buys vs the previous quarter

SecurityShares changeApprox. value
EMEadded+9,600$2.96M
STNadded+16,700$1.24M
VLTOadded+8,900$975K
IEXadded+14,250$634K
CRMadded+1,150$261K

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Largest sells vs the previous quarter

SecurityShares changeApprox. value
BSXexited-100,000-$8.62M
ECLexited-37,700-$8.17M
DHRexited-44,900-$7.87M
TMOexited-17,050-$7.25M
AMATexited-51,700-$6.41M

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Holdings, Q2 2025

Share positions as resolved from 13F-HR 0001104659-25-077551, largest first. % of portfolio is the value over $90,011,639, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
WMWASTE MGMT INC DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 54,100 shares; 2024Q4: 49,100 shares; 2025Q1: 44,800 shares; 2025Q2: 37,750 shares 37,750$8.64M9.6%-7,050Timeline
XYLXYLEM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 84,600 shares; 2024Q4: 84,700 shares; 2025Q1: 80,600 shares; 2025Q2: 65,600 shares 65,600$8.58M9.53%-15,000Timeline
ZTSZOETIS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,700 shares; 2024Q4: 51,000 shares; 2025Q1: 56,200 shares; 2025Q2: 52,100 shares 52,100$8.19M9.1%-4,100Timeline
STNSTANTEC INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 87,000 shares; 2024Q4: 93,800 shares; 2025Q1: 93,800 shares; 2025Q2: 110,500 shares 110,500$8.18M9.09%+16,700Timeline
IQVIQVIA HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 49,300 shares; 2024Q4: 50,150 shares; 2025Q1: 50,550 shares; 2025Q2: 50,500 shares 50,500$7.88M8.75%-50Timeline
VLTOVERALTO CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 67,100 shares; 2024Q4: 56,900 shares; 2025Q1: 62,800 shares; 2025Q2: 71,700 shares 71,700$7.85M8.73%+8,900Timeline
EMEEMCOR GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 8,500 shares; 2025Q1: 12,300 shares; 2025Q2: 21,900 shares 21,900$6.74M7.49%+9,600Timeline
GEHCGE HEALTHCARE TECHNOLOGIES IQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 49,600 shares; 2024Q4: 47,600 shares; 2025Q1: 96,200 shares; 2025Q2: 61,000 shares 61,000$6.16M6.84%-35,200Timeline
BSYBENTLEY SYS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 102,500 shares; 2024Q4: 127,500 shares; 2025Q1: 127,900 shares; 2025Q2: 101,200 shares 101,200$5.44M6.04%-26,700Timeline
ANSYS INCANSYS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,600 shares; 2024Q4: 30,600 shares; 2025Q1: 29,500 shares; 2025Q2: 14,350 shares 14,350$5.05M5.61%-15,150
CEGCONSTELLATION ENERGY CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 18,350 shares; 2025Q2: 9,400 shares 9,400$4.94M5.49%-8,950Timeline
ALGMALLEGRO MICROSYSTEMS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 71,400 shares; 2024Q4: 61,200 shares; 2025Q1: 61,200 shares; 2025Q2: 27,100 shares 27,100$4.5M5%-34,100Timeline
IEXIDEX CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 41,950 shares; 2024Q4: 42,800 shares; 2025Q1: 40,150 shares; 2025Q2: 54,400 shares 54,400$2.42M2.69%+14,250Timeline
JPMJPMORGAN CHASE & COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,800 shares; 2024Q4: 4,600 shares; 2025Q1: 4,550 shares; 2025Q2: 4,050 shares 4,050$1.16M1.29%-500Timeline
CRMSALESFORCE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,800 shares; 2024Q4: 3,100 shares; 2025Q1: 3,250 shares; 2025Q2: 4,400 shares 4,400$999K1.11%+1,150Timeline
ADBEADOBE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,900 shares; 2025Q2: 2,150 shares 2,150$816K0.91%+250Timeline
PLDPROLOGIS INC.Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,400 shares; 2024Q4: 7,800 shares; 2025Q1: 7,300 shares; 2025Q2: 7,000 shares 7,000$778K0.86%-300Timeline
AAGILENT TECHNOLOGIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,400 shares; 2024Q4: 5,900 shares; 2025Q1: 5,300 shares; 2025Q2: 6,000 shares 6,000$748K0.83%+700Timeline
PYPLPAYPAL HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,700 shares; 2024Q4: 7,200 shares; 2025Q1: 7,700 shares; 2025Q2: 7,550 shares 7,550$649K0.72%-150Timeline
EQIXEQUINIX INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 100 shares; 2024Q4: 150 shares; 2025Q1: 100 shares; 2025Q2: 1,100 shares 1,100$172K0.19%+1,000Timeline
NVDANVIDIA CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,000 shares; 2024Q4: 1,000 shares; 2025Q1: 1,000 shares; 2025Q2: 900 shares 900$106K0.12%-100Timeline

Sold out in Q2 2025

Positions in the previous quarter's report that this quarter's report no longer lists.

SecurityShares beforeValue beforeType
BSXBOSTON SCIENTIFIC CORP100,000$8.62Mshares
ECLECOLAB INC37,700$8.17Mshares
DHRDANAHER CORP DEL44,900$7.87Mshares
TMOTHERMO FISHER SCIENTIFIC INC17,050$7.25Mshares
AMATAPPLIED MATLS INC51,700$6.41Mshares
RSGREPUBLIC SVCS INC28,700$5.94Mshares
CLHCLEAN HARBORS INC34,650$5.84Mshares
EMREMERSON ELEC CO46,800$4.39Mshares
MTDMETTLER TOLEDO INTERNATIONAL4,300$4.34Mshares
SNPSSYNOPSYS INC11,300$4.14Mshares
FSLRFIRST SOLAR INC30,700$3.32Mshares
ULSUL SOLUTIONS INC66,600$3.21Mshares
VMIVALMONT INDS INC9,900$2.42Mshares
KLACKLA CORP1,200$697Kshares
AAPLAPPLE INC3,400$646Kshares
AXPAMERICAN EXPRESS CO2,700$621Kshares
PHPARKER-HANNIFIN CORP1,190$618Kshares
SJMSMUCKER J M CO4,400$445Kshares
MSFTMICROSOFT CORP350$112Kshares
ASHASHLAND INC800$40.6Kshares
GTLSCHART INDS INC300$37Kshares
ELLAUDER ESTEE COS INC500$28.2Kshares

How Q2 2025 was built

Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).

FilingRoleAmendmentFiledAcceptedIngested
13F-HR 0001104659-25-077551 base2025-08-13acceptance time not in the bulk data set