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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 1 of 9  ·  166 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 MSFT MICROSOFT CORP Technology 399,316.0 $147.8M 3.42% -47K -10.5% $370.22 +11.2%
2 RY ROYAL BK CDA Financial Services 494,832.0 $80.2M 1.85% -11K -2.2% $162.06 +20.5%
3 TD TORONTO DOMINION BK ONT Financial Services 688,491.0 $64.6M 1.49% -29K -4.0% $93.77 +21.7%
4 AMZN AMAZON COM INC Consumer Cyclical 296,193.0 $61.8M 1.43% -27K -8.2% $208.52 +17.6%
5 LIN LINDE PLC Basic Materials 104,182.0 $51.6M 1.20% -15K -12.5% $495.76 +1.2%
6 CNI CANADIAN NATL RY CO Industrials 426,867.0 $43.9M 1.02% -4K -0.9% $102.91 +17.4%
7 CANADIAN PACIFIC KANSAS CITY 474,354.0 $37.4M 0.86% -26K -5.1% $78.80
8 ENB ENBRIDGE INC Energy 641,654.0 $34.7M 0.80% -174K -21.3% $54.11 +2.3%
9 A AGILENT TECHNOLOGIES INC Healthcare 299,913.0 $34.2M 0.79% -118K -28.2% $113.98 +16.4%
10 BAC BANK AMERICA CORP Financial Services 683,596.0 $33.3M 0.77% -4K -0.6% $48.75 +10.0%
11 HUBB HUBBELL INC Industrials 65,422.0 $32.1M 0.74% -3K -3.7% $490.74 -1.2%
12 EBAY EBAY INC. Consumer Cyclical 335,281.0 $30.5M 0.71% -3K -0.8% $91.02 +19.1%
13 CNQ CANADIAN NAT RES LTD MED TER Energy 590,918.0 $28.7M 0.66% -77K -11.5% $48.61 -4.8%
14 ABBV ABBVIE INC Healthcare 125,114.0 $27.2M 0.63% -12K -8.5% $217.27 +2.7%
15 SLF SUN LIFE FINANCIAL INC. Financial Services 374,296.0 $23.5M 0.54% -69K -15.5% $62.72 +17.2%
16 MGA MAGNA INTL INC Consumer Cyclical 405,193.0 $22.6M 0.52% -28K -6.6% $55.73 +19.6%
17 MRVL MARVELL TECHNOLOGY INC Technology 226,909.0 $22.5M 0.52% -67K -22.7% $99.24 +191.1%
18 META META PLATFORMS INC Communication Services 38,740.0 $22.2M 0.51% -3K -7.1% $572.18 +2.3%
19 RNR RENAISSANCERE HLDGS LTD Financial Services 74,088.0 $22.0M 0.51% -46K -38.1% $297.23 -5.1%
20 RCI ROGERS COMMUNICATIONS INC Communication Services 573,081.0 $21.7M 0.50% -26K -4.3% $37.87 -0.4%
Page 1 of 9  ·  166 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%