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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 6 of 17  ·  337 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 CTVA CORTEVA INC Basic Materials 40,531.0 $3.4M 0.08% -32K -44.2% $84.69 -1.8%
102 HPQ HP INC Technology 155,557.0 $3.4M 0.08% -158K -50.4% $21.94 +36.3%
103 VRTX VERTEX PHARMACEUTICALS INC Healthcare 6,664.0 $3.3M 0.08% -5K -44.2% $496.73 +10.7%
104 STX SEAGATE TECHNOLOGY HLDNGS PL Technology 3,337.0 $3.2M 0.07% -5K -59.5% $965.26 -13.0%
105 HAL HALLIBURTON CO Energy 93,325.0 $3.2M 0.07% -106K -53.2% $33.95 +0.5%
106 IAG IAMGOLD CORP Basic Materials 199,385.0 $3.2M 0.07% -72K -26.5% $15.88 +36.9%
107 ED CONSOLIDATED EDISON INC Utilities 27,814.0 $3.1M 0.07% -22K -44.2% $110.63 -2.6%
108 WM WASTE MGMT INC DEL Industrials 13,748.0 $3.1M 0.07% -11K -44.2% $222.88 -0.7%
109 CI THE CIGNA GROUP Healthcare 11,009.0 $3.0M 0.07% -7K -37.9% $275.68 +2.2%
110 RSG REPUBLIC SVCS INC Industrials 14,169.0 $3.0M 0.07% -11K -44.2% $213.08 +3.8%
111 PEG PUBLIC SVC ENTERPRISE GROUP Utilities 35,776.0 $2.9M 0.07% -12K -24.7% $81.16 -8.9%
112 AMAT APPLIED MATLS INC Technology 3,995.0 $2.9M 0.07% -12K -75.1% $722.01 -33.8%
113 AVA AVISTA CORP Utilities 69,517.0 $2.8M 0.07% -38K -35.6% $40.91 -6.9%
114 CEG CONSTELLATION ENERGY CORP Utilities 11,048.0 $2.7M 0.06% -3K -21.4% $248.37 +12.6%
115 PGR PROGRESSIVE CORP Financial Services 11,694.0 $2.6M 0.06% -13K -53.1% $218.45 +1.7%
116 TMUS T-MOBILE US INC Communication Services 15,124.0 $2.5M 0.06% -12K -44.2% $167.73 +7.4%
117 FBIN FORTUNE BRANDS INNOVATIONS I Industrials 46,105.0 $2.5M 0.06% -50K -52.0% $54.90 -15.9%
118 RCL ROYAL CARIBBEAN GROUP Consumer Cyclical 7,950.0 $2.5M 0.06% -8K -49.7% $317.53 -8.2%
119 AMP AMERIPRISE FINL INC Financial Services 5,442.0 $2.5M 0.06% -6K -50.4% $458.76 +22.5%
120 CENCORA INC 8,781.0 $2.5M 0.06% -7K -44.2% $282.98
Page 6 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%