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Portfolio (Quarterly) Guide ↗

ECOFI INVESTISSEMENTS SA

· CIK 0002034064
13F Portfolio $55M AUM 36 positions Filed May 14, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 1 New 3 Added 25 Reduced
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 EBAY EBAY INC Consumer Cyclical 7,500.0 $682K 1.24% +700.0 +10.3% $90.96 +21.3%
2 MSFT MICROSOFT Technology 450.0 $166K 0.30% +50.0 +12.5% $369.91 +11.6%
3 EL THE ESTE LAUDER COMPANIES INC. Consumer Defensive 700.0 $50K 0.09% +200.0 +40.0% $71.72 +27.2%

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Industrials 47.6%
Healthcare 23.0%
Technology 10.7%
Basic Materials 5.9%
Utilities 3.4%
Energy 3.2%
Financial Services 2.7%
Consumer Cyclical 1.5%
Real Estate 1.1%
Consumer Defensive 0.9%