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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 15 of 17  ·  337 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
281 FIVE FIVE BELOW INC Consumer Cyclical 1,043.0 $186K 0.00% -2K -68.0% $178.23 +44.4%
282 HAS HASBRO INC Consumer Cyclical 2,073.0 $175K 0.00% -7K -78.0% $84.44 +14.0%
283 KEX KIRBY CORP Industrials 1,255.0 $172K 0.00% -2K -62.3% $137.43 +1.2%
284 GL GLOBE LIFE INC Financial Services 952.0 $171K 0.00% -2K -69.5% $179.25 -2.1%
285 EW EDWARDS LIFESCIENCES CORP Healthcare 1,878.0 $170K 0.00% -27K -93.6% $90.46 +0.4%
286 WH WYNDHAM HOTELS & RESORTS INC Consumer Cyclical 1,955.0 $170K 0.00% -2K -54.2% $86.71 -11.4%
287 VST VISTRA CORP Utilities 1,024.0 $166K 0.00% -2K -62.3% $162.42 -13.8%
288 GE GE AEROSPACE Industrials 443.0 $166K 0.00% -657.0 -59.7% $373.71 -5.2%
289 AJG GALLAGHER ARTHUR J & CO Financial Services 722.0 $164K 0.00% -391.0 -35.1% $227.12 +16.7%
290 AKAM AKAMAI TECHNOLOGIES INC Technology 1,419.0 $161K 0.00% -3K -68.5% $113.80 -5.0%
291 NG NOVAGOLD RESOURCES INC Basic Materials 26,897.0 $161K 0.00% -14K -33.5% $5.97 +56.1%
292 RXO RXO INC Industrials 5,814.0 $158K 0.00% -18K -75.6% $27.21 -18.4%
293 BKNG BOOKING HOLDINGS INC Consumer Cyclical 823.0 $150K 0.00% -558.0 -40.4% $182.41 +14.5%
294 SJM SMUCKER J M CO Consumer Defensive 1,273.0 $148K 0.00% -4K -76.2% $115.90 +12.9%
295 OPLN OPENLANE INC Consumer Cyclical 3,477.0 $144K 0.00% -6K -62.2% $41.54 -16.6%
296 LASR NLIGHT INC Technology 2,195.0 $143K 0.00% -4K -62.2% $65.04 -32.8%
297 TPR TAPESTRY INC Consumer Cyclical 969.0 $142K 0.00% -4K -79.7% $146.56 -11.1%
298 TDS TELEPHONE & DATA SYS INC Communication Services 3,593.0 $136K 0.00% -6K -62.2% $37.87 -12.1%
299 SMA SMARTSTOP SELF STORAG REIT I Real Estate 4,102.0 $135K 0.00% -7K -62.2% $32.88 +3.3%
300 MCHP MICROCHIP TECHNOLOGY INC. Technology 1,509.0 $134K 0.00% -2K -62.3% $89.06 -16.9%
Page 15 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%