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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 1 of 4  ·  68 positions
# Ticker Company Sector Shares Value ↓ % Port Status
1 NULG NUSHARES ETF TR 1,433,040 $130.3M 3.01% SOLD
2 AOS SMITH A O CORP Industrials 256,626 $16.9M 0.39% SOLD
3 AAON AAON INC Industrials 113,416 $9.4M 0.22% SOLD
4 NICE NICE LTD Technology 60,713 $6.7M 0.15% SOLD
5 IGRO ISHARES TR 73,862 $6.2M 0.14% SOLD
6 AFG AMERICAN FINANCIAL GROUP INC Financial Services 41,633 $5.3M 0.12% SOLD
7 THOMSON REUTERS CORP 58,458 $5.3M 0.12% SOLD
8 GLD SPDR GOLD TR Financial Services 7,830 $3.4M 0.08% SOLD
9 HOLOGIC INC 30,793 $2.3M 0.05% SOLD
10 NYT NEW YORK TIMES CO MTN BE Communication Services 27,007 $2.3M 0.05% SOLD
11 PRU PRUDENTIAL FINL INC Financial Services 19,394 $1.9M 0.04% SOLD
12 TTEK TETRA TECH INC NEW Industrials 44,382 $1.3M 0.03% SOLD
13 WMS ADVANCED DRAIN SYS INC DEL Industrials 9,062 $1.2M 0.03% SOLD
14 MSA MSA SAFETY INC Industrials 6,975 $1.1M 0.03% SOLD
15 TER TERADYNE INC Technology 3,400 $1.1M 0.03% SOLD
16 PSA PUBLIC STORAGE OPER CO Real Estate 3,761 $1.0M 0.02% SOLD
17 IWO ISHARES TR 3,049 $975K 0.02% SOLD
18 NET CLOUDFLARE INC Technology 4,536 $961K 0.02% SOLD
19 MCO MOODYS CORP Financial Services 2,080 $924K 0.02% SOLD
20 LTM LATAM AIRLINES GROUP SA Industrials 16,969 $839K 0.02% SOLD
Page 1 of 4  ·  68 positions
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%