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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 2 of 6  ·  120 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 GEV GE VERNOVA INC Utilities 1,989.0 $1.7M 0.04% NEW $872.90 +7.0%
22 CDE COEUR MNG INC Basic Materials 91,414.0 $1.7M 0.04% NEW $18.64 -10.2%
23 JCI JOHNSON CONTROLS INTERNATION Industrials 12,072.0 $1.6M 0.04% NEW $130.95 +10.0%
24 AVB AVALONBAY CMNTYS INC Real Estate 9,610.0 $1.6M 0.04% NEW $163.35 +14.9%
25 ALL ALLSTATE CORP Financial Services 7,537.0 $1.6M 0.04% NEW $207.34 +3.7%
26 VALE VALE S A Basic Materials 91,604.0 $1.5M 0.03% NEW $15.91 -5.8%
27 FSV FIRSTSERVICE CORP NEW Real Estate 10,124.0 $1.4M 0.03% NEW $140.76 -1.7%
28 ZM ZOOM COMMUNICATIONS INC Technology 16,096.0 $1.3M 0.03% NEW $80.39 +26.4%
29 INFY INFOSYS LTD Technology 93,921.0 $1.3M 0.03% NEW $13.51 -9.1%
30 ANGLOGOLD ASHANTI PLC 10,683.0 $1.1M 0.03% NEW $101.49
31 CX CEMEX SA EURO MTN BE 144A Basic Materials 91,178.0 $1.0M 0.02% NEW $11.44 +5.2%
32 FOXA FOX CORP Communication Services 17,207.0 $1.0M 0.02% NEW $58.40 +15.5%
33 IWO ISHARES TR 3,049.0 $975K 0.02% NEW $319.69 +15.6%
34 MCO MOODYS CORP Financial Services 2,080.0 $924K 0.02% NEW $444.10 -0.1%
35 AMERICA MOVIL SAB DE CV 34,439.0 $878K 0.02% NEW $25.48
36 RDY DR REDDYS LABS LTD Healthcare 61,692.0 $854K 0.02% NEW $13.85 -4.5%
37 CENX CENTURY ALUM CO Basic Materials 13,175.0 $851K 0.02% NEW $64.58 -2.0%
38 TAL TAL ED GROUP Consumer Defensive 74,766.0 $850K 0.02% NEW $11.37 -17.2%
39 LTM LATAM AIRLINES GROUP SA Industrials 16,969.0 $839K 0.02% NEW $49.44 -4.9%
40 VIV TELEFONICA BRASIL SA Communication Services 51,956.0 $827K 0.02% NEW $15.91 -19.5%
Page 2 of 6  ·  120 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%