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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 3 of 6  ·  120 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 OVV OVINTIV INC Energy 13,505.0 $802K 0.02% NEW $59.41 -2.5%
42 WMB WILLIAMS COS INC Energy 10,302.0 $748K 0.02% NEW $72.59 -0.9%
43 PH PARKER-HANNIFIN CORP Industrials 776.0 $695K 0.02% NEW $895.24 -1.4%
44 BROOKFIELD BUSINESS CORP 18,746.0 $640K 0.01% NEW $34.15
45 BZ KANZHUN LIMITED Industrials 45,900.0 $615K 0.01% NEW $13.39 +1.8%
46 JAAA JANUS DETROIT STR TR 12,050.0 $607K 0.01% NEW $50.37 +0.4%
47 CWST CASELLA WASTE SYS INC Industrials 7,004.0 $604K 0.01% NEW $86.24 -1.9%
48 HBAN HUNTINGTON BANCSHARES INC Financial Services 36,924.0 $589K 0.01% NEW $15.94 +3.5%
49 PDD PDD HOLDINGS INC Consumer Cyclical 5,680.0 $580K 0.01% NEW $102.18 -19.1%
50 PCAR PACCAR INC Industrials 4,790.0 $567K 0.01% NEW $118.34 +0.1%
51 SO SOUTHERN CO Utilities 5,579.0 $541K 0.01% NEW $96.95 -5.8%
52 PBR PETROLEO BRASILEIRO S A Energy 22,800.0 $473K 0.01% NEW $20.75 -14.5%
53 PETROLEO BRASILEIRO S A 24,719.0 $463K 0.01% NEW $18.75
54 PL PLANET LABS PBC Industrials 12,980.0 $455K 0.01% NEW $35.02 -6.5%
55 BDX BECTON DICKINSON & CO Healthcare 2,818.0 $443K 0.01% NEW $157.23 -4.6%
56 CAT CATERPILLAR INC Industrials 602.0 $434K 0.01% NEW $721.24 +27.0%
57 TDS TELEPHONE & DATA SYS INC Communication Services 9,500.0 $431K 0.01% NEW $45.35 -13.5%
58 TWLO TWILIO INC Communication Services 3,272.0 $430K 0.01% NEW $131.53 +61.6%
59 SEI SOLARIS ENERGY INFRAS INC Energy 7,453.0 $411K 0.01% NEW $55.16 +30.9%
60 COHR COHERENT CORP Technology 1,623.0 $411K 0.01% NEW $253.22 +58.7%
Page 3 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%