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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 16 of 17  ·  337 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
301 SCHW SCHWAB CHARLES CORP Financial Services 1,455.0 $132K 0.00% -11K -87.9% $90.55 +21.3%
302 PPTA PERPETUA RESOURCES CORP Basic Materials 6,354.0 $131K 0.00% -10K -62.2% $20.62 +25.5%
303 CMCSA COMCAST CORP NEW Communication Services 5,299.0 $130K 0.00% -4K -44.2% $24.55 +10.4%
304 TTAN SERVICETITAN INC Technology 1,822.0 $128K 0.00% -3K -62.2% $70.20 +31.1%
305 EXP EAGLE MATLS INC Basic Materials 556.0 $127K 0.00% -839.0 -60.1% $227.68 -12.2%
306 RYTM RHYTHM PHARMACEUTICALS INC Healthcare 1,100.0 $121K 0.00% -1K -55.8% $110.04 +1.5%
307 MKSI MKS INC. Technology 288.0 $120K 0.00% -480.0 -62.5% $416.00 -34.6%
308 IVT INVENTRUST PPTYS CORP Real Estate 3,275.0 $119K 0.00% -5K -62.2% $36.25 -9.7%
309 ULS UL SOLUTIONS INC Industrials 1,171.0 $117K 0.00% -2K -62.3% $100.07 -25.1%
310 ELECTROVAYA INC 11,031.0 $113K 0.00% -18K -62.2% $10.28
311 CDE COEUR MNG INC Basic Materials 6,914.0 $113K 0.00% -84K -92.4% $16.33 +31.4%
312 ZYMEWORKS INC 4,630.0 $112K 0.00% -8K -62.2% $24.10
313 MIRM MIRUM PHARMACEUTICALS INC Healthcare 896.0 $110K 0.00% -3K -75.1% $123.06 -20.3%
314 WULF TERAWULF INC Financial Services 4,302.0 $110K 0.00% -7K -62.2% $25.58 -38.4%
315 BLDP BALLARD PWR SYS INC NEW Industrials 26,070.0 $102K 0.00% -10K -27.7% $3.89 -41.8%
316 INTEGRA RES CORP 44,101.0 $98K 0.00% -83K -65.3% $2.22
317 ICE INTERCONTINENTAL EXCHANGE IN Financial Services 769.0 $95K 0.00% -1K -62.4% $122.91 +31.9%
318 CENX CENTURY ALUM CO Basic Materials 1,966.0 $92K 0.00% -11K -85.1% $46.55 -5.8%
319 PL PLANET LABS PBC Industrials 2,832.0 $89K 0.00% -10K -78.2% $31.28 -32.4%
320 CGON CG ONCOLOGY INC Healthcare 1,185.0 $87K 0.00% -2K -62.3% $73.73 +6.3%
Page 16 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%