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Portfolio (Quarterly) Guide ↗

Northwest & Ethical Investments L.P.

· CIK 0002033536
13F Portfolio $4.3B AUM 526 positions Filed May 14, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 120 New 188 Added 166 Reduced 95 Exited
Page 2 of 9  ·  166 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 SNPS SYNOPSYS INC Technology 54,172.0 $21.5M 0.50% -2K -3.8% $396.48 +19.4%
22 FTS FORTIS INC Utilities 384,702.0 $21.4M 0.50% -34K -8.2% $55.75 -1.2%
23 TRP TC ENERGY CORP Energy 315,101.0 $19.7M 0.46% -29K -8.5% $62.59 +9.0%
24 TFII TRANSFORCE INC Industrials 178,124.0 $19.4M 0.45% -11K -6.1% $108.78 +50.2%
25 STN STANTEC INC Industrials 220,474.0 $19.0M 0.44% -16K -6.8% $86.40 -15.0%
26 VLTO VERALTO CORP Industrials 214,626.0 $19.0M 0.44% -47K -18.0% $88.42 -4.0%
27 BNS BANK NOVA SCOTIA B C Financial Services 262,507.0 $18.2M 0.42% -105K -28.6% $69.30 +16.8%
28 EMERA INC 346,135.0 $17.9M 0.41% -9K -2.5% $51.80
29 SPGI S&P GLOBAL INC Financial Services 42,087.0 $17.9M 0.41% -4K -9.1% $425.34 -1.9%
30 AOS SMITH A O CORP Industrials 256,626.0 $16.9M 0.39% -10K -3.9% $65.94 -13.1%
31 CM CANADIAN IMPERIAL BANK OF CO Financial Services 172,397.0 $16.3M 0.38% -33K -16.2% $94.79 +15.5%
32 RB GLOBAL INC 168,303.0 $16.1M 0.37% -2K -1.3% $95.87
33 TEL TE CONNECTIVITY PLC Technology 73,497.0 $15.4M 0.35% -3K -3.9% $209.02 -1.6%
34 YUM YUM BRANDS INC Consumer Cyclical 95,590.0 $14.9M 0.34% -11K -10.1% $155.48 -3.0%
35 DOO BRP INC Consumer Cyclical 203,205.0 $14.6M 0.34% -10K -4.8% $71.94 -15.8%
36 NOW SERVICENOW INC Technology 138,397.0 $14.5M 0.34% -21K -13.2% $104.55 +9.2%
37 MFC MANULIFE FINL CORP Financial Services 418,622.0 $14.4M 0.33% -14K -3.1% $34.48 +12.8%
38 NTR NUTRIEN LTD Basic Materials 173,214.0 $13.1M 0.30% -15K -7.8% $75.45 -10.8%
39 IMO IMPERIAL OIL LTD Energy 95,292.0 $12.5M 0.29% -2K -2.5% $130.90 -6.4%
40 CVE CENOVUS ENERGY INC Energy 455,413.0 $12.1M 0.28% -45K -9.0% $26.64 +7.8%
Page 2 of 9  ·  166 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 24.1%
Financial Services 19.5%
Industrials 10.8%
Healthcare 10.4%
Communication Services 7.2%
Consumer Cyclical 6.9%
Energy 6.2%
Basic Materials 5.7%
Utilities 4.7%
Consumer Defensive 3.2%