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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 6 of 10  ·  188 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 FBIN FORTUNE BRANDS INNOVATIONS I Industrials 95,959.0 $3.7M 0.09% +15K +18.0% $38.97 +1.3%
102 NI NISOURCE INC Utilities 74,659.0 $3.5M 0.08% +59K +391.0% $46.76 -1.9%
103 RMD RESMED INC Healthcare 15,550.0 $3.5M 0.08% +2K +17.6% $224.48 -14.0%
104 SPLV INVESCO EXCH TRADED FD TR II 46,293.0 $3.4M 0.08% +39K +516.3% $73.96 -2.0%
105 TYL TYLER TECHNOLOGIES INC Technology 9,646.0 $3.3M 0.08% +4K +86.4% $342.38 -11.3%
106 CHD CHURCH & DWIGHT CO INC Consumer Defensive 33,156.0 $3.1M 0.07% +439.0 +1.3% $93.32 +2.2%
107 DGX QUEST DIAGNOSTICS INC Healthcare 15,361.0 $3.0M 0.07% +9K +134.6% $195.98 +0.6%
108 ATR APTARGROUP INC Healthcare 23,866.0 $3.0M 0.07% +12K +98.1% $126.02 -11.2%
109 ONON ON HLDG AG Consumer Cyclical 87,709.0 $3.0M 0.07% +7K +9.3% $34.02 +9.1%
110 WAB WABTEC Industrials 11,639.0 $2.9M 0.07% +66.0 +0.6% $251.38 +3.6%
111 HDB HDFC BANK LTD Financial Services 112,726.0 $2.8M 0.07% +13K +13.2% $24.88 -7.5%
112 BSY BENTLEY SYS INC Technology 77,108.0 $2.7M 0.06% +7K +10.7% $35.12 -6.0%
113 CGAU CENTERRA GOLD INC Basic Materials 148,659.0 $2.7M 0.06% +50K +50.2% $17.90 -13.0%
114 SNA SNAP ON INC Industrials 7,181.0 $2.6M 0.06% +369.0 +5.4% $363.22 +4.8%
115 AON AON PLC Financial Services 7,552.0 $2.4M 0.06% +5K +176.5% $324.04 +0.6%
116 PDS PRECISION DRILLING CORP Energy 24,664.0 $2.4M 0.06% +6K +34.5% $97.34 -0.1%
117 HOLOGIC INC 30,793.0 $2.3M 0.05% +2K +6.1% $75.59
118 RS RELIANCE INC Basic Materials 7,233.0 $2.2M 0.05% +228.0 +3.2% $303.92 +30.4%
119 CHKP CHECK POINT SOFTWARE TECH LT Technology 11,858.0 $1.7M 0.04% +4K +46.0% $142.85 -9.5%
120 TSCO TRACTOR SUPPLY CO Consumer Cyclical 35,789.0 $1.6M 0.04% +12K +49.9% $45.30 -33.5%
Page 6 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%