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Portfolio (Quarterly) Guide ↗

Northwest & Ethical Investments L.P.

· CIK 0002033536
13F Portfolio $4.3B AUM 526 positions Filed May 14, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 120 New 188 Added 166 Reduced 95 Exited
Page 3 of 10  ·  188 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 VZ VERIZON COMMUNICATIONS INC Communication Services 384,479.0 $19.3M 0.45% +3K +0.9% $50.20 -9.5%
42 MRSH MARSH & MCLENNAN COS INC Financial Services 105,579.0 $18.3M 0.42% +38K +55.4% $173.45 -6.3%
43 WAT WATERS CORP Healthcare 60,079.0 $17.9M 0.41% +19K +45.7% $297.80 +22.7%
44 TT TRANE TECHNOLOGIES PLC Industrials 41,430.0 $17.3M 0.40% +17K +69.6% $416.74 +10.1%
45 TMO THERMO FISHER SCIENTIFIC INC Healthcare 27,767.0 $13.6M 0.32% +255.0 +0.9% $491.30 -4.4%
46 ETN EATON CORP PLC Industrials 35,355.0 $12.6M 0.29% +9K +31.8% $357.67 +12.7%
47 T AT&T INC Communication Services 432,797.0 $12.5M 0.29% +274K +172.3% $28.97 -22.3%
48 TJX TJX COS INC NEW Consumer Cyclical 77,876.0 $12.5M 0.29% +12K +19.1% $159.95 -0.1%
49 MTB M & T BK CORP Financial Services 57,469.0 $11.9M 0.28% +1K +1.8% $206.72 +7.7%
50 MNST MONSTER BEVERAGE CORP NEW Consumer Defensive 163,233.0 $11.8M 0.27% +71K +76.9% $72.46 +22.1%
51 ULTA ULTA BEAUTY INC Consumer Cyclical 22,134.0 $11.6M 0.27% +22K +5802.4% $522.71 -11.5%
52 B BARRICK MNG CORP Basic Materials 279,477.0 $11.4M 0.27% +74K +35.8% $40.93 -3.6%
53 CB CHUBB LTD SWITZ Financial Services 32,262.0 $10.5M 0.24% +10K +42.7% $325.93 -1.2%
54 ABT ABBOTT LABORATORIES Healthcare 95,938.0 $9.8M 0.23% +33K +52.4% $102.67 -11.9%
55 AMT AMERICAN TOWER CORP Real Estate 56,335.0 $9.7M 0.23% +5K +9.3% $172.58 +9.6%
56 TU TELUS CORPORATION Communication Services 753,234.0 $9.7M 0.22% +61K +8.8% $12.84 -5.3%
57 CME CME GROUP INC Financial Services 32,592.0 $9.6M 0.22% +816.0 +2.6% $295.68 -14.8%
58 WTW WILLIS TOWERS WATSON PLC LTD Financial Services 29,703.0 $8.6M 0.20% +2K +7.5% $290.70 -9.3%
59 CCJ CAMECO CORP Energy 76,706.0 $8.4M 0.19% +15K +24.9% $109.23 -3.5%
60 AWK AMERICAN WTR WKS CO INC NEW Utilities 60,942.0 $8.3M 0.19% +35K +134.5% $136.09 -10.0%
Page 3 of 10  ·  188 positions

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
Technology 24.1%
Financial Services 19.5%
Industrials 10.8%
Healthcare 10.4%
Communication Services 7.2%
Consumer Cyclical 6.9%
Energy 6.2%
Basic Materials 5.7%
Utilities 4.7%
Consumer Defensive 3.2%