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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 6 of 9  ·  166 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 NYT NEW YORK TIMES CO MTN BE Communication Services 27,007.0 $2.3M 0.05% -144K -84.2% $83.73 -11.6%
102 AGI ALAMOS GOLD INC Basic Materials 50,259.0 $2.2M 0.05% -18K -26.4% $44.46 -19.3%
103 AFL AFLAC INC Financial Services 18,620.0 $2.0M 0.05% -347.0 -1.8% $109.71 +5.0%
104 GIS GENERAL MILLS INC Consumer Defensive 51,763.0 $1.9M 0.04% -82K -61.2% $37.22 -11.0%
105 AG FIRST MAJESTIC SILVER CORP Basic Materials 89,535.0 $1.9M 0.04% -17K -15.9% $21.42 -19.8%
106 FFIV F5 INC Technology 6,600.0 $1.9M 0.04% -2K -20.5% $289.33 +36.9%
107 PRU PRUDENTIAL FINL INC Financial Services 19,394.0 $1.9M 0.04% -17K -47.4% $97.69 +6.2%
108 TXN TEXAS INSTRS INC Technology 8,942.0 $1.7M 0.04% -73K -89.0% $194.14 +49.8%
109 NEM NEWMONT CORP Basic Materials 15,466.0 $1.7M 0.04% -11K -41.2% $108.25 -8.6%
110 SPOT SPOTIFY TECHNOLOGY S A Communication Services 3,114.0 $1.5M 0.04% -150.0 -4.6% $484.69 +3.8%
111 HD HOME DEPOT INC Consumer Cyclical 4,400.0 $1.4M 0.03% -21K -82.6% $327.33 -5.4%
112 SANDISK CORP 1,781.0 $1.3M 0.03% -174.0 -8.9% $724.63
113 EQX EQUINOX GOLD CORP Basic Materials 87,409.0 $1.3M 0.03% -39K -30.7% $14.43 -24.9%
114 VMC VULCAN MATLS CO Basic Materials 4,359.0 $1.2M 0.03% -2K -27.6% $272.30 -0.9%
115 WST WEST PHARMACEUTICAL SVSC INC Healthcare 4,706.0 $1.2M 0.03% -5K -51.6% $250.64 +27.6%
116 SCI SERVICE CORP INTL Consumer Cyclical 13,899.0 $1.1M 0.03% -258.0 -1.8% $82.51 -13.6%
117 XPO XPO INC Industrials 5,577.0 $1.1M 0.03% -2K -27.2% $205.12 +9.5%
118 SCHW SCHWAB CHARLES CORP Financial Services 12,004.0 $1.1M 0.03% -1K -8.4% $92.99 -5.3%
119 ROK ROCKWELL AUTOMATION INC Industrials 3,108.0 $1.1M 0.03% -15K -82.5% $358.88 +25.9%
120 MS MORGAN STANLEY Financial Services 6,681.0 $1.1M 0.03% -2K -21.5% $166.55 +27.4%
Page 6 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%