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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 4 of 10  ·  188 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 AXP AMERICAN EXPRESS CO Financial Services 27,127.0 $8.2M 0.19% +182.0 +0.7% $302.48 +3.2%
62 WFG WEST FRASER TIMBER LTD Basic Materials 124,969.0 $8.2M 0.19% +95K +315.6% $65.27 +1.1%
63 BERKSHIRE HATHAWAY INC DEL 16,530.0 $7.9M 0.18% +3K +18.9% $479.13
64 BEP BROOKFIELD RENEWABLE ENERGY Utilities 235,440.0 $7.7M 0.18% +11K +4.7% $32.89 +11.1%
65 QSR RESTAURANT BRANDS INTL INC Consumer Cyclical 102,440.0 $7.6M 0.18% +1K +1.4% $74.32 -3.8%
66 CLS CELESTICA INC Technology 25,764.0 $7.4M 0.17% +6K +28.7% $286.19 +35.0%
67 OTEX OPEN TEXT CORP Technology 318,545.0 $7.1M 0.16% +66K +26.2% $22.27 +1.1%
68 QCOM QUALCOMM INC Technology 52,087.0 $6.7M 0.15% +4K +8.3% $128.78 +69.1%
69 MDLZ MONDELEZ INTL INC Consumer Defensive 115,993.0 $6.7M 0.15% +79K +211.5% $57.64 +6.9%
70 TECK TECK RESOURCES LTD Basic Materials 122,710.0 $6.4M 0.15% +1K +1.0% $52.17 +19.0%
71 KGC KINROSS GOLD CORP Basic Materials 207,215.0 $6.3M 0.15% +18K +9.3% $30.55 -15.4%
72 ISRG INTUITIVE SURGICAL INC Healthcare 13,440.0 $6.2M 0.14% +395.0 +3.0% $459.84 -9.0%
73 HPQ HP INC Technology 313,431.0 $6.0M 0.14% +128K +69.0% $19.21 +32.1%
74 EXR EXTRA SPACE STORAGE INC Real Estate 44,223.0 $5.8M 0.13% +6K +17.0% $131.13 +10.6%
75 AQN ALGONQUIN POWER & UTILITIES Utilities 940,052.0 $5.8M 0.13% +5K +0.5% $6.15 -4.0%
76 TMUS T-MOBILE US INC Communication Services 27,115.0 $5.7M 0.13% +11K +67.3% $210.03 -15.0%
77 ED CONSOLIDATED EDISON INC Utilities 49,874.0 $5.6M 0.13% +2K +4.1% $113.18 -7.8%
78 FDX FEDEX CORP Industrials 15,690.0 $5.6M 0.13% +2K +10.7% $356.40 -7.3%
79 VRTX VERTEX PHARMACEUTICALS INC Healthcare 11,942.0 $5.3M 0.12% +838.0 +7.5% $446.54 -0.8%
80 THOMSON REUTERS CORP 58,458.0 $5.3M 0.12% +21K +55.0% $90.25
Page 4 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%