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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 11 of 17  ·  337 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
201 ILMN ILLUMINA INC Healthcare 5,000.0 $879K 0.02% -22K -81.2% $175.83 +27.9%
202 CHKP CHECK POINT SOFTWARE TECH LT Technology 6,617.0 $870K 0.02% -5K -44.2% $131.43 -1.8%
203 ROK ROCKWELL AUTOMATION INC Industrials 1,739.0 $861K 0.02% -1K -44.0% $495.08 -12.8%
204 MU MICRON TECHNOLOGY INC Technology 724.0 $829K 0.02% -842.0 -53.8% $1145.28 -18.1%
205 GIS GENERAL MILLS INC Consumer Defensive 23,377.0 $814K 0.02% -28K -54.8% $34.80 +15.2%
206 BSX BOSTON SCIENTIFIC CORP Healthcare 18,746.0 $800K 0.02% -62K -76.9% $42.68 +12.9%
207 ING ING GROEP N.V. Financial Services 25,396.0 $797K 0.02% -5K -16.4% $31.38 +13.4%
208 FFIV F5 INC Technology 1,869.0 $777K 0.02% -5K -71.7% $415.96 -3.9%
209 ZM ZOOM COMMUNICATIONS INC Technology 8,982.0 $775K 0.02% -7K -44.2% $86.31 +8.7%
210 JKHY HENRY JACK & ASSOC INC Technology 5,591.0 $770K 0.02% -4K -44.2% $137.74 +25.2%
211 CARR CARRIER GLOBAL CORPORATION Industrials 10,229.0 $750K 0.02% -8K -44.2% $73.35 -19.9%
212 VMC VULCAN MATLS CO Basic Materials 2,436.0 $719K 0.02% -2K -44.1% $295.01 -7.2%
213 NEM NEWMONT CORP Basic Materials 7,675.0 $717K 0.02% -8K -50.4% $93.40 +40.9%
214 ATR APTARGROUP INC Healthcare 5,277.0 $661K 0.01% -19K -77.9% $125.20 +8.0%
215 TREX TREX INC Industrials 11,417.0 $571K 0.01% -12K -52.0% $50.04 -6.7%
216 SCI SERVICE CORP INTL Consumer Cyclical 6,899.0 $524K 0.01% -7K -50.4% $75.96 +12.4%
217 BROOKFIELD BUSINESS CORP 16,943.0 $503K 0.01% -2K -9.6% $29.67
218 FOXA FOX CORP Communication Services 9,602.0 $501K 0.01% -8K -44.2% $52.16 +33.4%
219 SNOW SNOWFLAKE INC Technology 1,983.0 $499K 0.01% -2K -52.9% $251.65 +25.3%
220 TEVA TEVA PHARMACEUTICAL INDS LTD Healthcare 14,787.0 $493K 0.01% -18K -54.5% $33.31 +13.8%
Page 11 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%