MIROVA
CIK: 0001767843SEC EDGAR →
Portfolio Value
$693K
Holdings
92
As of
Q4 2025
New Positions
111
Closed Positions
0
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | NVIDIA CORPORATION | 256,949 | $48K | 6.91% |
| 2 | MICROSOFT CORP | 87,459 | $42K | 6.10% |
| 3 | ECOLAB INC | 150,020 | $39K | 5.68% |
| 4 | ACCENTURE PLC IRELAND | 115,338 | $31K | 4.46% |
| 5 | FIRST SOLAR INC | 105,758 | $28K | 3.98% |
| 6 | XYLEM INC | 152,226 | $21K | 2.99% |
| 7 | ELI LILLY & CO | 18,944 | $20K | 2.94% |
| 8 | TRIMBLE INC | 244,717 | $19K | 2.76% |
| 9 | WASTE MGMT INC DEL | 81,971 | $18K | 2.60% |
| 10 | VISA INC | 50,619 | $18K | 2.56% |
Quarterly Changes
Closed Positions (23)
$3K · 45K shares
$2K · 32K shares
$2K · 56K shares
$2K · 13K shares
$1K · 30K shares
$1K · 4K shares
$1K · 29K shares
$791 · 17K shares
$701 · 9K shares
$603 · 38K shares
$587 · 19K shares
$561 · 2K shares
$501 · 65K shares
$487 · 988 shares
$471 · 7K shares
$439 · 6K shares
$411 · 9K shares
$391 · 9K shares
$281 · 5K shares
$227 · 2K shares
$196 · 4K shares
$29 · 4K shares
$28 · 456 shares
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Technology | 25 | $252K | 36.3% |
| Industrials | 21 | $141K | 20.4% |
| Healthcare | 11 | $68K | 9.9% |
| Basic Materials | 4 | $58K | 8.4% |
| Financial Services | 5 | $41K | 5.9% |
| Energy | 3 | $36K | 5.2% |
| Consumer Defensive | 5 | $33K | 4.8% |
| Unknown | 5 | $30K | 4.4% |
| Consumer Cyclical | 9 | $26K | 3.8% |
| Real Estate | 1 | $4K | 0.5% |
| Utilities | 2 | $3K | 0.4% |
| Communication Services | 1 | $445 | 0.1% |