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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 13 of 17  ·  337 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
241 CAH CARDINAL HEALTH INC Healthcare 1,335.0 $315K 0.01% -3K -71.1% $236.22 +0.9%
242 EVRG EVERGY INC Utilities 3,549.0 $309K 0.01% -6K -62.2% $87.01 -5.5%
243 WMB WILLIAMS COS INC Energy 4,102.0 $308K 0.01% -6K -60.2% $75.06 -0.9%
244 ANGLOGOLD ASHANTI PLC 3,687.0 $302K 0.01% -7K -65.5% $81.79
245 APOS APOLLO GLOBAL MGMT INC 2,619.0 $301K 0.01% -4K -62.2% $114.85
246 OVV OVINTIV INC Energy 5,605.0 $298K 0.01% -8K -58.5% $53.18 +21.3%
247 TWLO TWILIO INC Communication Services 1,458.0 $290K 0.01% -2K -55.4% $198.77 +14.9%
248 LITE LUMENTUM HLDGS INC Technology 331.0 $282K 0.01% -533.0 -61.7% $851.40 +10.3%
249 GLW CORNING INC Technology 1,081.0 $276K 0.01% -7K -86.1% $255.69 -40.2%
250 KKR KKR & CO INC 3,097.0 $276K 0.01% -8K -73.3% $88.97
251 TLN TALEN ENERGY CORP Utilities 684.0 $273K 0.01% -2K -70.6% $399.34 -23.3%
252 HBAN HUNTINGTON BANCSHARES INC Financial Services 15,050.0 $268K 0.01% -22K -59.2% $17.82 -4.4%
253 DASH DOORDASH INC Communication Services 1,417.0 $262K 0.01% -2K -61.2% $184.82 +28.2%
254 FTAI AVIATION LTD 989.0 $261K 0.01% -308.0 -23.8% $263.62
255 ROKU ROKU INC Communication Services 1,901.0 $260K 0.01% -2K -54.8% $136.53 +16.2%
256 FAST FASTENAL CO Industrials 5,375.0 $255K 0.01% -8K -61.0% $47.40 +7.9%
257 TXN TEXAS INSTRS INC Technology 886.0 $253K 0.01% -8K -90.1% $285.48 -8.3%
258 ALHC ALIGNMENT HEALTHCARE INC Healthcare 10,412.0 $242K 0.01% -11K -52.1% $23.27 -40.3%
259 COHR COHERENT CORP Technology 615.0 $241K 0.01% -1K -62.1% $391.22 -24.8%
260 BDX BECTON DICKINSON & CO Healthcare 1,578.0 $239K 0.01% -1K -44.0% $151.33 +25.7%
Page 13 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%