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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 12 of 17  ·  337 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
221 ACN ACCENTURE PLC IRELAND Technology 3,812.0 $474K 0.01% -3K -44.1% $124.44 +45.8%
222 RKT ROCKET COS INC Financial Services 28,952.0 $449K 0.01% -28K -49.0% $15.50 -10.3%
223 PWR QUANTA SVCS INC Industrials 609.0 $435K 0.01% -2K -71.8% $714.52 -13.7%
224 XPO XPO INC Industrials 2,106.0 $434K 0.01% -3K -62.2% $206.14 -6.6%
225 PPL PPL CORP Utilities 11,739.0 $431K 0.01% -19K -62.2% $36.74 -4.7%
226 PH PARKER-HANNIFIN CORP Industrials 439.0 $429K 0.01% -337.0 -43.4% $978.12 +6.3%
227 GH GUARDANT HEALTH INC Healthcare 2,786.0 $428K 0.01% -8K -74.3% $153.74 +11.2%
228 BIPC BROOKFIELD INFRASTRUCTURE CO Utilities 10,703.0 $412K 0.01% -3K -19.9% $38.52 +2.8%
229 TSCO TRACTOR SUPPLY CO Consumer Cyclical 12,615.0 $399K 0.01% -23K -64.8% $31.61 +10.8%
230 AIZ ASSURANT INC Financial Services 1,471.0 $394K 0.01% -2K -62.3% $267.98 +7.7%
231 WMT WALMART INC Consumer Defensive 3,434.0 $394K 0.01% -5K -60.7% $114.60 -9.0%
232 SNDK SANDISK CORP Technology 187.0 $383K 0.01% -2K -89.5% $2050.39 -26.9%
233 CGNX COGNEX CORP Technology 5,222.0 $357K 0.01% -25K -82.9% $68.36 -9.7%
234 CRL CHARLES RIV LABS INTL INC Healthcare 1,581.0 $357K 0.01% -3K -62.0% $225.57 +30.8%
235 MDB MONGODB INC Technology 1,030.0 $348K 0.01% -2K -59.4% $338.21 +20.1%
236 DHI D R HORTON INC Consumer Cyclical 2,093.0 $344K 0.01% -2K -52.0% $164.23 -9.1%
237 CWST CASELLA WASTE SYS INC Industrials 3,638.0 $343K 0.01% -3K -48.1% $94.28 -0.6%
238 ELAN ELANCO ANIMAL HEALTH INC Healthcare 13,829.0 $342K 0.01% -17K -55.4% $24.74 +1.4%
239 CLH CLEAN HARBORS INC Industrials 1,115.0 $334K 0.01% -2K -62.3% $299.80 +4.6%
240 VLYPN VALLEY NATL BANCORP 21,901.0 $321K 0.01% -36K -62.2% $14.65
Page 12 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%