ECOFI INVESTISSEMENTS SA
SEC Form 13F institutional filer · CIK 0002034064
13F-HR · 29 reported holdings · 2026-03-31
Reported long-US-equity value
$0.05B
Top-10 concentration
62.5%
ECOFI INVESTISSEMENTS SA — $45.9M AUM allocation strategy
ECOFI INVESTISSEMENTS SA files SEC Form 13F and reports $45.9M of long US equity value across 29 reported holdings for 2026-03-31.
Its largest sector bet is Industrials 38.9%, followed by Health Care 31.1% and Information Technology 9.8%.
The top 10 holdings account for 63% of reported value — a conviction-weighted book concentrated in its best ideas. The sector and industry splits below are of the same reported value. Track quarter-over-quarter adds, trims, new positions and exits below — sourced from SEC 13F filings, public domain.
ECOFI INVESTISSEMENTS SA — latest SEC 13F insights
Reported long-US-equity value (13F AUM)
$45.9M
total across 29 reported holdings · 2026-03-31 · excludes shorts, cash, non-US
Top-10 concentration
63% of value
higher = narrower conviction; lower = spread / hedging
Biggest trims (shares)
−$GEHC −76.8K sh · −$6.63M−$BSX −43.9K sh · −$5.82M−$ZTS −34.1K sh · −$4.44M
Added from nil (new positions)
None this quarter
Exited to nil (held last quarter, gone now)
None this quarter
Sector allocation (share of reported value)
each slice is a share of the reported long-US-equity value — smaller sectors and the rest of the book roll into “Other holdings”
Qtr shift = share-point change vs the prior quarter's filing — first period tracked for this filer; the column fills in with the next quarterly refresh.
Industry allocation (share of reported value)
- Environmental & Facilities Services18.0%—
- Life Sciences Tools & Services14.4%—
- Health Care Equipment11.6%—
- Electrical Components & Equipment7.8%—
- Specialty Chemicals6.8%—
- Industrial Machinery & Supplies & Components6.6%—
- Construction & Engineering6.5%—
- Application Software6.1%—
- Other holdings22.2%—
the finer GICS cut of the same book — same denominator — smaller industries roll into “Other holdings”
Qtr shift = share-point change vs the prior quarter's filing — first period tracked for this filer; the column fills in with the next quarterly refresh.
Top S&P 500 holdings
10 of 10 rows · sorted by Value ↓
| Ticker | Holding | Shares | Value | Δ QoQ | Weight |
|---|---|---|---|---|---|
| $EMR | Emerson Electric Company | 27.3K | $3.57M | -24.8K | 7.8% |
| $WM | Waste Management Inc | 14.9K | $3.42M | -26.1K | 7.5% |
| $BSX | Boston Scientific Corporation | 50K | $3.14M | -43.9K | 6.8% |
| $ECL | Ecolab Inc | 11.7K | $3.1M | -18.1K | 6.7% |
| $XYL | Xylem Inc. Common Stock New | 25.4K | $3.03M | -31K | 6.6% |
| $EME | EMCOR Group Inc | 4.05K | $2.99M | -6.05K | 6.5% |
| $RSG | Republic Services Inc | 12.3K | $2.69M | -19K | 5.9% |
| $ZTS | Zoetis Inc | 19.7K | $2.33M | -34.1K | 5.1% |
| $IQV | IQVIA Holdings Inc | 13K | $2.22M | -16.5K | 4.8% |
| $TMO | Thermo Fisher Scientific Inc | 4.5K | $2.21M | -7.55K | 4.8% |
…and 19 more holdings in the full 13F filing (top positions only shown).
SEC Form 13F data sets · public domain · 45-day filing lag · >$100M AUM managers · as reported
← All 13F filers·← QuantOrb.pro
How to read Δ QoQ — the five insight categories, and the caveats
The categories. Analysts, quants and retail traders look past total portfolio value to isolate actionable signals. Five categories matter.
Conviction & concentration shifts
New positions vs complete exits — a brand-new stock signals high conviction; a full liquidation suggests a broken thesis or tax-loss harvesting. Aggressive sizing — look at share count, not dollars: a 20% share increase during a drawdown is strong dip-buying. Concentration — a narrowing top-5/10 means conviction; spreading capital across more names means hedging.
Sector & macro allocation rotations
Aggregating Δ QoQ moves across sectors shows where smart money is leaning in or sneaking out — rotating out of growth into defensives or energy, for example. The fund's total long equity exposure quarter-over-quarter is a proxy for overall institutional risk appetite.
Crowding & smart-money consensus
When several managers initiate or expand the same stock in the same quarter, that is institutional consensus. Contrarian reads: top pickers buying hard into a beaten-down name the market is selling.
Derivative & option overlays
Reported call/put changes indicate whether managers are adding downside hedges or leveraging upside exposure. Note: a long increase may be half of a market-neutral pair trade.
Who reads this
| Retail "cloners" | High-conviction ideas to replicate ~45 days after quarter-end. |
| Corporate IR | Which funds bought or dumped the stock, before the next call. |
| Quant / algo traders | Cross-sectional factor inputs: flow, momentum, ownership. |
Four caveats before you trade on it
- 45-day lag — holdings are quarter-end; positions may already be closed.
- Long-only — 13Fs miss shorts, pair trades and cash.
- No non-US / fixed income — the picture is US equities plus options.
- Corporate actions — splits and spinoffs distort raw share deltas.
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