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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 8 of 10  ·  188 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 AMD ADVANCED MICRO DEVICES INC Technology 3,858.0 $849K 0.02% +2K +157.2% $220.18 +106.5%
142 FSM FORTUNA MNG CORP Basic Materials 85,022.0 $845K 0.02% +10K +13.0% $9.94 -15.3%
143 LPLA LPL FINL HLDGS INC Financial Services 2,595.0 $764K 0.02% +1K +67.4% $294.46 -3.5%
144 FIVE FIVE BELOW INC Consumer Cyclical 3,264.0 $763K 0.02% +198.0 +6.5% $233.72 -19.9%
145 VLYPN VALLEY NATL BANCORP Financial Services 57,885.0 $728K 0.02% +1K +1.9% $12.57 +107.6%
146 ADBE ADOBE INC Technology 2,990.0 $727K 0.02% +1K +68.0% $243.08 -3.0%
147 SWKS SKYWORKS SOLUTIONS INC Technology 13,500.0 $723K 0.02% +5K +58.8% $53.55 +33.2%
148 SAP SAP SE Technology 4,145.0 $712K 0.02% +1K +43.2% $171.80 +3.1%
149 ELAN ELANCO ANIMAL HEALTH INC Healthcare 31,019.0 $708K 0.02% +2K +8.1% $22.82 +6.1%
150 RDNT RADNET INC Healthcare 12,854.0 $708K 0.02% +4K +44.0% $55.06 -0.4%
151 ARES ARES MANAGEMENT CORPORATION Financial Services 6,826.0 $702K 0.02% +1K +27.1% $102.84 +24.1%
152 CRL CHARLES RIV LABS INTL INC Healthcare 4,158.0 $699K 0.02% +290.0 +7.5% $168.22 +10.9%
153 ORLA ORLA MNG LTD NEW Basic Materials 42,670.0 $686K 0.02% +29K +211.7% $16.07 -36.3%
154 TPR TAPESTRY INC Consumer Cyclical 4,767.0 $685K 0.02% +27.0 +0.6% $143.70 +0.3%
155 HOOD ROBINHOOD MKTS INC Financial Services 9,339.0 $652K 0.01% +4K +70.3% $69.78 +16.3%
156 DE DEERE & CO Industrials 1,081.0 $622K 0.01% +185.0 +20.6% $575.09 -0.8%
157 RDDT REDDIT INC Communication Services 4,332.0 $600K 0.01% +1K +36.0% $138.44 +23.9%
158 MU MICRON TECHNOLOGY INC Technology 1,566.0 $592K 0.01% +66.0 +4.4% $377.76 +136.3%
159 DASH DOORDASH INC Communication Services 3,655.0 $567K 0.01% +2K +134.6% $155.09 -0.6%
160 BIPC BROOKFIELD INFRASTRUCTURE CO Utilities 13,353.0 $527K 0.01% +310.0 +2.4% $39.49 +3.7%
Page 8 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%