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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 3 of 17  ·  337 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 TRP TC ENERGY CORP Energy 278,098.0 $18.4M 0.43% -37K -11.7% $66.33 -6.8%
42 RB GLOBAL INC 155,065.0 $18.0M 0.42% -13K -7.9% $116.26
43 ITRI ITRON INC Technology 208,129.0 $18.0M 0.42% -13K -6.1% $86.53 +14.1%
44 SU SUNCOR ENERGY INC NEW Energy 334,549.0 $18.0M 0.42% -21K -6.0% $53.75 +21.6%
45 META META PLATFORMS INC Communication Services 31,518.0 $17.8M 0.41% -7K -18.6% $563.28 +1.2%
46 XYL XYLEM INC Industrials 149,084.0 $17.6M 0.41% -59K -28.4% $118.21 -4.6%
47 RCI ROGERS COMMUNICATIONS INC Communication Services 530,299.0 $17.3M 0.40% -43K -7.5% $32.58 +12.3%
48 MDT MEDTRONIC PLC Healthcare 210,858.0 $16.5M 0.38% -13K -5.9% $78.26 +16.5%
49 GOOGL ALPHABET INC Communication Services 45,918.0 $16.4M 0.38% -80K -63.5% $356.99 -2.8%
50 AZO AUTOZONE INC Consumer Cyclical 5,119.0 $16.4M 0.38% -1K -19.9% $3195.94 -5.3%
51 UNH UNITEDHEALTH GROUP INC Healthcare 38,203.0 $15.9M 0.37% -2K -5.8% $415.63 -4.6%
52 XOM EXXON MOBIL CORP Energy 114,947.0 $15.7M 0.37% -16K -12.3% $136.72 +17.5%
53 CBOE CBOE GLOBAL MKTS INC Financial Services 62,376.0 $15.1M 0.35% -19K -23.0% $242.67 +27.3%
54 MNST MONSTER BEVERAGE CORP NEW Consumer Defensive 147,221.0 $14.2M 0.33% -16K -9.8% $96.12 -49.3%
55 MRSH MARSH & MCLENNAN COS INC Financial Services 83,923.0 $14.0M 0.33% -22K -20.5% $166.67 +16.0%
56 TEL TE CONNECTIVITY PLC Technology 69,043.0 $13.9M 0.32% -4K -6.1% $201.61 -0.1%
57 TMO THERMO FISHER SCIENTIFIC INC Healthcare 23,999.0 $12.0M 0.28% -4K -13.6% $501.44 +25.3%
58 CVE CENOVUS ENERGY INC Energy 444,367.0 $11.0M 0.26% -11K -2.4% $24.82 +23.9%
59 NOW SERVICENOW INC Technology 107,604.0 $10.7M 0.25% -31K -22.2% $99.28 +27.9%
60 KO COCA COLA CO Consumer Defensive 127,972.0 $10.4M 0.24% -6K -4.3% $81.33 +12.7%
Page 3 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%