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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 7 of 10  ·  188 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 RUN SUNRUN INC Energy 117,542.0 $1.6M 0.04% +2K +1.4% $13.56 -0.7%
122 JKHY HENRY JACK & ASSOC INC Technology 10,016.0 $1.6M 0.04% +8K +400.3% $158.04 -20.0%
123 CGNX COGNEX CORP Technology 30,564.0 $1.5M 0.04% +7K +28.5% $49.21 +26.8%
124 NXE NEXGEN ENERGY LTD Energy 121,685.0 $1.4M 0.03% +18K +16.9% $11.55 -10.0%
125 CRM SALESFORCE INC Technology 7,392.0 $1.4M 0.03% +6K +334.8% $186.67 -2.2%
126 ACN ACCENTURE PLC IRELAND Technology 6,821.0 $1.4M 0.03% +6K +780.1% $198.29 -12.0%
127 TTEK TETRA TECH INC NEW Industrials 44,382.0 $1.3M 0.03% +1K +3.0% $30.12 -8.4%
128 SVM SILVERCORP METALS INC Basic Materials 117,228.0 $1.3M 0.03% +92K +372.3% $10.75 -0.8%
129 WMS ADVANCED DRAIN SYS INC DEL Industrials 9,062.0 $1.2M 0.03% +275.0 +3.1% $137.13 -4.8%
130 EGO ELDORADO GOLD CORP NEW Basic Materials 35,925.0 $1.2M 0.03% +4K +13.2% $34.32 -13.0%
131 GFL GFL ENVIRONMENTAL INC Industrials 28,872.0 $1.2M 0.03% +4K +14.0% $41.69 -16.3%
132 PWR QUANTA SVCS INC Industrials 2,163.0 $1.2M 0.03% +108.0 +5.3% $554.38 +25.2%
133 GFI GOLD FIELDS LTD Basic Materials 26,061.0 $1.2M 0.03% +11K +72.0% $45.40 -21.0%
134 TER TERADYNE INC Technology 3,400.0 $1.1M 0.03% +400.0 +13.3% $315.43 +18.8%
135 KKR KKR & CO INC Financial Services 11,583.0 $1.1M 0.02% +421.0 +3.8% $91.05 +2.4%
136 CAH CARDINAL HEALTH INC Healthcare 4,616.0 $981K 0.02% +2K +87.3% $212.62 -3.8%
137 GH GUARDANT HEALTH INC Healthcare 10,855.0 $973K 0.02% +4K +50.8% $89.66 +39.3%
138 TEVA TEVA PHARMACEUTICAL INDS LTD Healthcare 32,470.0 $968K 0.02% +8K +31.6% $29.82 +11.5%
139 NET CLOUDFLARE INC Technology 4,536.0 $961K 0.02% +653.0 +16.8% $211.78 +17.0%
140 AIZ ASSURANT INC Financial Services 3,900.0 $850K 0.02% +500.0 +14.7% $218.04 +15.6%
Page 7 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%