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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 4 of 17  ·  337 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 MTB M & T BK CORP Financial Services 43,265.0 $10.3M 0.24% -14K -24.7% $238.01 +1.0%
62 NFLX NETFLIX INC. Communication Services 136,591.0 $9.8M 0.23% -138K -50.3% $71.40 +15.2%
63 PBA PEMBINA PIPELINE CORP Energy 202,103.0 $9.3M 0.22% -21K -9.5% $46.22 +4.1%
64 B BARRICK MNG CORP Basic Materials 246,773.0 $9.1M 0.21% -33K -11.7% $36.76 +33.0%
65 VZ VERIZON COMMUNICATIONS INC Communication Services 203,049.0 $8.6M 0.20% -181K -47.2% $42.34 +18.7%
66 IMO IMPERIAL OIL LTD Energy 73,762.0 $8.3M 0.19% -22K -22.6% $112.17 +17.2%
67 CLS CELESTICA INC Technology 22,331.0 $8.1M 0.19% -3K -13.3% $361.11 -15.0%
68 INTU INTUIT Technology 30,436.0 $7.9M 0.18% -20K -40.1% $261.00 +37.0%
69 TJX TJX COS INC NEW Consumer Cyclical 41,082.0 $6.2M 0.14% -37K -47.2% $151.48 -7.9%
70 ORLY OREILLY AUTOMOTIVE INC Consumer Cyclical 67,320.0 $6.2M 0.14% -23K -25.2% $92.09 -1.9%
71 OTEX OPEN TEXT CORP Technology 275,491.0 $6.1M 0.14% -43K -13.5% $22.11 +10.2%
72 CB CHUBB LIMITED Financial Services 15,869.0 $5.4M 0.13% -16K -50.8% $340.74 +0.7%
73 AXP AMERICAN EXPRESS CO Financial Services 15,956.0 $5.4M 0.13% -11K -41.2% $338.25 -0.7%
74 PFE PFIZER INC Healthcare 221,058.0 $5.3M 0.12% -150K -40.4% $24.08 +18.6%
75 JNJ JOHNSON & JOHNSON Healthcare 20,023.0 $5.1M 0.12% -15K -43.1% $254.34 +7.4%
76 BEP BROOKFIELD RENEWABLE ENERGY Utilities 145,380.0 $5.1M 0.12% -90K -38.2% $34.77 -5.6%
77 C CITIGROUP INC Financial Services 35,910.0 $5.0M 0.12% -28K -43.5% $140.21 -5.0%
78 T AT&T INC Communication Services 232,996.0 $4.8M 0.11% -200K -46.2% $20.70 +24.4%
79 RNW RENEW ENERGY GLOBAL PLC Utilities 752,896.0 $4.7M 0.11% -194K -20.5% $6.25 +9.0%
80 EXC EXELON CORP Utilities 100,677.0 $4.7M 0.11% -49K -32.8% $46.62 -5.0%
Page 4 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%