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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 9 of 10  ·  188 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 EXPAND ENERGY CORPORATION 5,089.0 $527K 0.01% +2K +54.7% $103.55
162 BRZE BRAZE INC Technology 22,680.0 $524K 0.01% +3K +14.6% $23.12 -5.7%
163 AKAM AKAMAI TECHNOLOGIES INC Technology 4,500.0 $516K 0.01% +800.0 +21.6% $114.60 +17.5%
164 BKD BROOKDALE SR LIVING INC Healthcare 37,077.0 $515K 0.01% +13K +52.6% $13.89 -8.9%
165 ASML ASML HLDG NV Technology 368.0 $480K 0.01% +22.0 +6.4% $1304.01 +32.1%
166 KEX KIRBY CORP Industrials 3,328.0 $457K 0.01% +1K +75.2% $137.29 +3.8%
167 SN SHARKNINJA INC Consumer Cyclical 4,081.0 $443K 0.01% +800.0 +24.4% $108.48 +17.1%
168 PRIM PRIMORIS SVCS CORP Industrials 3,005.0 $441K 0.01% +408.0 +15.7% $146.69 -30.9%
169 ROKU ROKU INC Communication Services 4,202.0 $413K 0.01% +2K +61.6% $98.20 +22.0%
170 ALHC ALIGNMENT HEALTHCARE INC Healthcare 21,741.0 $406K 0.01% +170.0 +0.8% $18.67 -2.7%
171 VET VERMILION ENERGY INC Energy 28,561.0 $393K 0.01% +9K +46.2% $13.77 -18.7%
172 DNN DENISON MINES CORP Energy 104,379.0 $370K 0.01% +1K +1.1% $3.54 -19.4%
173 BAYTEX ENERGY CORP 81,625.0 $365K 0.01% +6K +7.8% $4.47
174 NG NOVAGOLD RESOURCES INC Basic Materials 40,427.0 $364K 0.01% +2K +4.6% $9.00 -23.0%
175 VIKING HOLDINGS LTD 4,800.0 $353K 0.01% +1K +37.1% $73.44
176 EXK ENDEAVOUR SILVER CORP Basic Materials 37,618.0 $351K 0.01% +390.0 +1.1% $9.32 -19.5%
177 MGNI MAGNITE INC Communication Services 28,181.0 $343K 0.01% +11K +59.8% $12.16 +27.3%
178 SMA SMARTSTOP SELF STORAG REIT I Real Estate 10,847.0 $329K 0.01% +972.0 +9.8% $30.37 +6.7%
179 ZYMEWORKS INC 12,244.0 $316K 0.01% +200.0 +1.7% $25.84
180 ATS CORPORATION 10,983.0 $309K 0.01% +430.0 +4.1% $28.17
Page 9 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%