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Portfolio (Quarterly) Guide ↗

Northwest & Ethical Investments L.P.

· CIK 0002033536
13F Portfolio $4.3B AUM 522 positions Filed Aug 13, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 64 New 103 Added 337 Reduced 68 Exited
Page 4 of 6  ·  103 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 AMERICA MOVIL SAB DE CV 75,638.0 $2.0M 0.05% +41K +119.6% $25.99
62 VIV TELEFONICA BRASIL SA Communication Services 146,993.0 $1.9M 0.04% +95K +182.9% $13.16 -11.5%
63 AG FIRST MAJESTIC SILVER CORP Basic Materials 108,495.0 $1.8M 0.04% +19K +21.2% $16.96 +25.2%
64 EGO ELDORADO GOLD CORP NEW Basic Materials 52,541.0 $1.6M 0.04% +17K +46.2% $31.09 +54.9%
65 GFL GFL ENVIRONMENTAL INC Industrials 41,502.0 $1.5M 0.04% +13K +43.7% $36.73 +10.9%
66 GFI GOLD FIELDS LTD Basic Materials 45,060.0 $1.5M 0.04% +19K +72.9% $33.59 +45.5%
67 SSRM SSR MINING IN Basic Materials 49,904.0 $1.4M 0.03% +14K +37.3% $28.24 +38.8%
68 SVM SILVERCORP METALS INC Basic Materials 123,028.0 $1.2M 0.03% +6K +5.0% $10.11 +26.9%
69 EQX EQUINOX GOLD CORP Basic Materials 126,739.0 $1.2M 0.03% +39K +45.0% $9.73 +43.6%
70 BTG B2GOLD CORP Basic Materials 329,170.0 $1.2M 0.03% +119K +57.0% $3.75 +56.7%
71 NXE NEXGEN ENERGY LTD Energy 126,385.0 $1.2M 0.03% +5K +3.9% $9.42 +19.0%
72 USB US BANCORP Financial Services 18,427.0 $1.1M 0.03% +2K +14.3% $60.51 +3.1%
73 SOUTH BOW CORP 30,820.0 $1.1M 0.03% +8K +36.6% $35.19
74 J JACOBS SOLUTIONS INC Industrials 8,047.0 $1.0M 0.02% +3K +55.9% $126.00 +19.7%
75 BKR BAKER HUGHES COMPANY Energy 16,755.0 $932K 0.02% +8K +97.8% $55.62 +11.2%
76 FSM FORTUNA MNG CORP Basic Materials 108,165.0 $912K 0.02% +23K +27.2% $8.43 +47.7%
77 ERO ERO COPPER CORP Basic Materials 28,283.0 $754K 0.02% +7K +34.7% $26.67 +51.5%
78 ADBE ADOBE INC Technology 3,630.0 $744K 0.02% +640.0 +21.4% $205.02 +33.6%
79 ARIS ARIS MINING CORPORATION Basic Materials 49,049.0 $731K 0.02% +4K +7.9% $14.90 +42.2%
80 TIMB TIM S A Communication Services 33,001.0 $707K 0.02% +18K +126.0% $21.42 -14.8%
Page 4 of 6  ·  103 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 28.5%
Financial Services 21.6%
Industrials 11.5%
Healthcare 8.5%
Consumer Cyclical 5.7%
Energy 5.7%
Utilities 5.5%
Basic Materials 5.4%
Communication Services 3.5%
Consumer Defensive 3.1%