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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 10 of 17  ·  337 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
181 ITW ILLINOIS TOOL WKS INC Industrials 4,270.0 $1.2M 0.03% -5K -51.9% $270.47 +5.6%
182 SUI SUN CMNTYS INC Real Estate 9,545.0 $1.1M 0.03% -8K -44.2% $119.91 +4.4%
183 AFL AFLAC INC Financial Services 9,241.0 $1.1M 0.03% -9K -50.4% $117.25 +0.2%
184 WY WEYERHAEUSER CO Real Estate 45,254.0 $1.1M 0.03% -117K -72.1% $23.94 +0.6%
185 AON AON PLC Financial Services 3,254.0 $1.1M 0.03% -4K -56.9% $331.21 +6.9%
186 CRH PLC 9,929.0 $1.1M 0.03% -26K -72.2% $107.00
187 CRM SALESFORCE INC Technology 6,752.0 $1.1M 0.03% -640.0 -8.7% $156.66 +31.3%
188 TW TRADEWEB MKTS INC Financial Services 10,656.0 $1.0M 0.02% -10K -48.1% $98.47 +9.2%
189 AVB AVALONBAY CMNTYS INC Real Estate 5,366.0 $1.0M 0.02% -4K -44.2% $188.69 -63.9%
190 BSY BENTLEY SYS INC Technology 33,847.0 $1.0M 0.02% -43K -56.1% $29.89 +23.6%
191 ALL ALLSTATE CORP Financial Services 4,209.0 $1.0M 0.02% -3K -44.2% $237.94 +10.0%
192 HD HOME DEPOT INC Consumer Cyclical 2,819.0 $992K 0.02% -2K -35.9% $352.05 -4.9%
193 JCI JOHNSON CONTROLS INTERNATION Industrials 6,738.0 $984K 0.02% -5K -44.2% $146.11 -1.2%
194 SPLV INVESCO EXCH TRADED FD TR II 12,892.0 $975K 0.02% -33K -72.2% $75.59 +0.4%
195 FSV FIRSTSERVICE CORP NEW Real Estate 6,848.0 $972K 0.02% -3K -32.4% $141.99 +1.1%
196 GGG GRACO INC Industrials 12,775.0 $966K 0.02% -10K -44.2% $75.61 +5.3%
197 ANET ARISTA NETWORKS INC Technology 5,646.0 $959K 0.02% -4K -43.2% $169.88 +19.1%
198 WST WEST PHARMACEUTICAL SVSC INC Healthcare 2,630.0 $944K 0.02% -2K -44.1% $359.00 -2.5%
199 ROL ROLLINS INC Consumer Cyclical 22,409.0 $935K 0.02% -18K -44.2% $41.74 -12.1%
200 INGERSOLL RAND INC 11,033.0 $905K 0.02% -12K -52.0% $81.99
Page 10 of 17  ·  337 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%