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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  ·  64 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 DMXF ISHARES TR 3,409,570.0 $288.4M 6.71% NEW $84.60 +3.3%
2 IEFA ISHARES TR 284,870.0 $27.5M 0.64% NEW $96.58 +5.0%
3 SBS COMPANHIA DE SANEAMENTO BASI Utilities 3,570,566.0 $20.6M 0.48% NEW $5.78 -17.0%
4 VYM VANGUARD WHITEHALL FDS 78,220.0 $12.4M 0.29% NEW $158.03 +4.3%
5 IHG INTERCONTINENTAL HOTELS GROU Consumer Cyclical 50,240.0 $8.7M 0.20% NEW $173.12 -5.4%
6 KEYS KEYSIGHT TECHNOLOGIES INC Technology 19,800.0 $6.9M 0.16% NEW $350.07 -8.6%
7 VYMI VANGUARD WHITEHALL FDS 45,030.0 $4.4M 0.10% NEW $98.20 +7.9%
8 THOMSON REUTERS CORP 49,567.0 $4.0M 0.09% NEW $81.58
9 FMX FOMENTO ECONOMICO MEXICANO S Consumer Defensive 28,048.0 $3.6M 0.08% NEW $127.90 -3.3%
10 OCEANAGOLD CORP 80,975.0 $2.0M 0.05% NEW $25.04
11 PCG PG&E CORP Utilities 107,488.0 $1.8M 0.04% NEW $16.82 +9.2%
12 BAP CREDICORP LTD Financial Services 3,521.0 $1.4M 0.03% NEW $389.58 -1.6%
13 EMR EMERSON ELEC CO Industrials 7,640.0 $1.1M 0.03% NEW $143.15 +8.2%
14 TGT TARGET CORP Consumer Defensive 7,898.0 $1.0M 0.02% NEW $130.61 +25.1%
15 FRVO FERVO ENERGY CO 31,063.0 $908K 0.02% NEW $29.23 -43.7%
16 GUARDANT HEALTH INC 225,000.0 $566K 0.01% NEW $2.52
17 AYA GOLD & SILVER INC 23,389.0 $442K 0.01% NEW $18.92
18 MERIT MED SYS INC 350,000.0 $378K 0.01% NEW $1.08
19 FEDEX FGHT HLDG CO INC 2,473.0 $373K 0.01% NEW $151.00
20 CALL MONGODB INC 13,100.0 $350K 0.01% NEW $26.69
Page 1 of 4  ·  64 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 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%