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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 2 of 4  ·  64 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 ETSY INC 200,000.0 $235K 0.01% NEW $1.18
22 VLO VALERO ENERGY CORP Energy 861.0 $229K 0.01% NEW $266.32 +27.8%
23 BSAC BANCO SANTANDER CHILE NEW Financial Services 6,908.0 $227K 0.01% NEW $32.93 +9.8%
24 TREKOR METALS LTD 32,350.0 $223K 0.01% NEW $6.89
25 IEX IDEX CORP Industrials 918.0 $207K 0.01% NEW $225.96 +1.9%
26 TPG TPG INC Financial Services 5,284.0 $206K 0.01% NEW $39.07 +35.3%
27 SEABRIDGE GOLD INC 7,789.0 $201K 0.01% NEW $25.78
28 BLDR BUILDERS FIRSTSOURCE INC Industrials 2,214.0 $200K 0.01% NEW $90.51 -23.4%
29 URI UNITED RENTALS INC Industrials 177.0 $199K 0.01% NEW $1122.67 -6.2%
30 RRX REGAL REXNORD CORPORATION Industrials 866.0 $190K 0.00% NEW $219.88 -26.2%
31 DELL DELL TECHNOLOGIES INC Technology 448.0 $186K 0.00% NEW $414.61 +8.8%
32 OKTA OKTA INC Technology 1,389.0 $182K 0.00% NEW $131.31 -0.5%
33 SXT SENSIENT TECHNOLOGIES CORP Basic Materials 1,496.0 $177K 0.00% NEW $118.56 +15.4%
34 ARMK ARAMARK Industrials 2,894.0 $163K 0.00% NEW $56.23 +5.1%
35 TTWO TAKE-TWO INTERACTIVE SOFTWAR Communication Services 614.0 $152K 0.00% NEW $247.15 -5.8%
36 GWW WW GRAINGER INC Industrials 108.0 $146K 0.00% NEW $1353.29 -3.8%
37 DVN DEVON ENERGY CORP NEW Energy 3,249.0 $136K 0.00% NEW $41.99 +11.7%
38 QURE UNIQURE NV Healthcare 2,823.0 $134K 0.00% NEW $47.39 +7.7%
39 TRULIEVE CANNABIS CORP 13,381.0 $124K 0.00% NEW $9.24
40 FROG JFROG LTD Technology 1,363.0 $123K 0.00% NEW $90.09 -0.7%
Page 2 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%