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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 4 of 9  ·  166 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 BKNG BOOKING HOLDINGS INC Consumer Cyclical 1,381.0 $5.8M 0.13% -1K -51.8% $4210.32 -96.1%
62 WM WASTE MGMT INC DEL Industrials 24,643.0 $5.7M 0.13% -119K -82.9% $229.79 -5.9%
63 RSG REPUBLIC SVCS INC Industrials 25,398.0 $5.6M 0.13% -84K -76.8% $219.02 -6.4%
64 CWEN CLEARWAY ENERGY INC Utilities 141,121.0 $5.5M 0.13% -15K -9.8% $39.29 -1.0%
65 AMAT APPLIED MATLS INC Technology 16,020.0 $5.5M 0.13% -106K -86.8% $341.79 +44.0%
66 IAG IAMGOLD CORP Basic Materials 271,206.0 $5.1M 0.12% -72K -21.1% $18.88 -17.4%
67 BSX BOSTON SCIENTIFIC CORP Healthcare 81,182.0 $5.1M 0.12% -4K -4.7% $62.75 -22.4%
68 CSX CSX CORP Industrials 123,483.0 $5.1M 0.12% -2K -1.8% $41.05 +14.8%
69 AMP AMERIPRISE FINL INC Financial Services 10,965.0 $4.9M 0.11% -204.0 -1.8% $444.40 +1.1%
70 PEP PEPSICO INC Consumer Defensive 30,947.0 $4.8M 0.11% -29K -48.4% $155.39 -9.5%
71 CI THE CIGNA GROUP Healthcare 17,725.0 $4.7M 0.11% -108.0 -0.6% $266.75 +8.6%
72 LOW LOWES COS INC Consumer Cyclical 19,486.0 $4.6M 0.11% -362.0 -1.8% $236.28 -12.0%
73 GIL GILDAN ACTIVEWEAR INC Consumer Cyclical 83,063.0 $4.6M 0.11% -12K -12.7% $55.41 +2.9%
74 DIS DISNEY WALT CO Communication Services 45,603.0 $4.4M 0.10% -600.0 -1.3% $96.38 +2.6%
75 EA ELECTRONIC ARTS INC Communication Services 20,371.0 $4.2M 0.10% -7K -25.9% $203.87 -0.3%
76 CTSH COGNIZANT TECHNOLOGY SOLUTIO Technology 66,721.0 $4.1M 0.10% -4K -5.8% $61.35 -13.6%
77 UPS UNITED PARCEL SVCS INC Industrials 40,719.0 $4.0M 0.09% -19K -31.4% $98.38 +9.5%
78 ROST ROSS STORES INC Consumer Cyclical 18,396.0 $4.0M 0.09% -14K -43.9% $217.19 +4.7%
79 WY WEYERHAEUSER CO Real Estate 161,967.0 $4.0M 0.09% -39K -19.4% $24.43 -1.5%
80 PANW PALO ALTO NETWORKS INC Technology 24,211.0 $3.9M 0.09% -12K -34.0% $160.59 +65.8%
Page 4 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%