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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 3 of 9  ·  166 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 ADSK AUTODESK INC Technology 49,196.0 $11.8M 0.27% -4K -8.0% $239.40 -6.0%
42 UNH UNITEDHEALTH GROUP INC Healthcare 40,556.0 $11.0M 0.25% -8K -16.6% $270.59 +50.3%
43 WPM WHEATON PRECIOUS METALS CORP Basic Materials 82,199.0 $10.9M 0.25% -17K -17.3% $132.10 -12.0%
44 PFE PFIZER INC Healthcare 370,572.0 $10.4M 0.24% -45K -10.9% $28.08 -8.8%
45 KO COCA COLA CO Consumer Defensive 133,776.0 $10.2M 0.24% -37K -21.4% $76.19 +4.4%
46 KR KROGER CO Consumer Defensive 138,699.0 $10.0M 0.23% -3K -2.2% $72.36 -13.0%
47 BCE BCE INC Communication Services 397,331.0 $10.0M 0.23% -75K -15.8% $25.22 -4.1%
48 PBA PEMBINA PIPELINE CORP Energy 223,285.0 $10.0M 0.23% -52K -19.0% $44.73 +8.1%
49 AAON AAON INC Industrials 113,416.0 $9.4M 0.22% -5K -3.9% $82.75 +59.6%
50 RELX RELX PLC Communication Services 263,640.0 $8.7M 0.20% -40K -13.0% $33.15 +4.1%
51 JNJ JOHNSON & JOHNSON Healthcare 35,187.0 $8.6M 0.20% -20K -36.5% $244.22 -4.9%
52 ORLY OREILLY AUTOMOTIVE INC Consumer Cyclical 89,976.0 $8.3M 0.19% -32K -25.9% $92.31 -3.6%
53 ADP AUTOMATIC DATA PROCESSING IN Industrials 39,039.0 $7.9M 0.18% -1K -3.1% $203.18 +12.7%
54 MELI MERCADOLIBRE INC Consumer Cyclical 4,500.0 $7.8M 0.18% -1K -18.2% $1729.02 -6.8%
55 EXC EXELON CORP Utilities 149,724.0 $7.3M 0.17% -85K -36.3% $49.02 -8.6%
56 C CITIGROUP INC Financial Services 63,530.0 $7.2M 0.17% -10K -13.4% $113.76 +17.2%
57 NICE NICE LTD Technology 60,713.0 $6.7M 0.15% -11K -15.0% $110.26 -17.2%
58 THG HANOVER INS GROUP INC Financial Services 36,370.0 $6.3M 0.15% -6K -14.1% $173.35 +10.1%
59 IGRO ISHARES TR 73,862.0 $6.2M 0.14% -12K -13.7% $83.77 +4.0%
60 CAE CAE INC Industrials 226,461.0 $5.9M 0.14% -22K -8.7% $26.18 -4.1%
Page 3 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%