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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 3 of 4  ·  64 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 XMTR XOMETRY INC Industrials 1,198.0 $113K 0.00% NEW $94.25 -6.9%
42 MHO M/I HOMES INC Consumer Cyclical 692.0 $112K 0.00% NEW $161.34 -4.4%
43 CBRE CBRE GROUP INC Real Estate 753.0 $102K 0.00% NEW $136.09 +11.4%
44 ABNB AIRBNB INC Consumer Cyclical 659.0 $97K 0.00% NEW $147.17 +29.4%
45 REXR REXFORD INDL RLTY INC Real Estate 2,682.0 $92K 0.00% NEW $34.20 +10.0%
46 VERSIGENT PLC 2,318.0 $91K 0.00% NEW $39.40
47 AGYS AGILYSYS INC Technology 806.0 $83K 0.00% NEW $103.40 +10.7%
48 AESI ATLAS ENERGY SOLUTIONS INC Energy 4,930.0 $82K 0.00% NEW $16.73 -28.2%
49 COLLECTIVE MINING LTD 6,630.0 $81K 0.00% NEW $12.29
50 FIG FIGMA INC Technology 3,908.0 $75K 0.00% NEW $19.08 +42.9%
51 WEBULL CORP 10,028.0 $68K 0.00% NEW $6.75
52 TEM TEMPUS AI INC Healthcare 1,066.0 $62K 0.00% NEW $58.31 +17.9%
53 DOCN DIGITALOCEAN HLDGS INC Technology 402.0 $60K 0.00% NEW $149.86 -24.9%
54 HIMS HIMS & HERS HEALTH INC Healthcare 1,752.0 $58K 0.00% NEW $33.39 -4.9%
55 CALL ROCKET COS INC 41,400.0 $56K 0.00% NEW $1.36
56 ABVX ABIVAX SA Healthcare 467.0 $45K 0.00% NEW $96.15 +22.7%
57 EUPRAXIA PHARMACEUTICALS INC 6,237.0 $41K 0.00% NEW $6.58
58 OBE OBSIDIAN ENERGY LTD Energy 4,500.0 $37K 0.00% NEW $8.18 +34.6%
59 CALL NAVITAS SEMICONDUCTOR CORP 18,000.0 $32K 0.00% NEW $1.80
60 CALL GILDAN ACTIVEWEAR INC 13,500.0 $21K NEW $1.55
Page 3 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%