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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 7 of 9  ·  166 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 WMT WALMART INC Consumer Defensive 8,744.0 $1.1M 0.03% -6K -41.2% $126.79 -5.5%
122 GLW CORNING INC Technology 7,779.0 $1.1M 0.03% -3K -27.9% $141.10 +32.9%
123 SSRM SSR MINING IN Basic Materials 36,354.0 $1.1M 0.03% -48K -56.7% $29.35 -9.3%
124 CARR CARRIER GLOBAL CORPORATION Industrials 18,333.0 $1.0M 0.02% -346K -95.0% $56.31 +19.6%
125 BTG B2GOLD CORP Basic Materials 209,730.0 $952K 0.02% -59K -22.1% $4.54 -8.8%
126 TREX TREX INC Industrials 23,766.0 $866K 0.02% -28K -54.3% $36.42 +15.5%
127 RKT ROCKET COS INC Financial Services 56,813.0 $854K 0.02% -17K -23.4% $15.04 -17.9%
128 HAS HASBRO INC Consumer Cyclical 9,415.0 $851K 0.02% -1K -12.5% $90.42 -7.6%
129 ARIS ARIS MINING CORPORATION Basic Materials 45,469.0 $844K 0.02% -16K -26.2% $18.56 -16.5%
130 SOUTH BOW CORP 22,560.0 $750K 0.02% -2K -9.7% $33.25
131 INTC INTEL CORP Technology 14,721.0 $748K 0.02% -2K -14.4% $50.78 +117.2%
132 LITE LUMENTUM HLDGS INC Technology 864.0 $668K 0.01% -736.0 -46.0% $772.72 +15.9%
133 MKTX MARKETAXESS HLDGS INC Financial Services 4,036.0 $666K 0.01% -2K -29.6% $164.98 -29.6%
134 MDB MONGODB INC Technology 2,538.0 $647K 0.01% -312.0 -10.9% $255.02 +38.2%
135 FAST FASTENAL CO Industrials 13,778.0 $632K 0.01% -121K -89.8% $45.87 +0.3%
136 SNOW SNOWFLAKE INC Technology 4,206.0 $628K 0.01% -999.0 -19.2% $149.38 +61.0%
137 DHI D R HORTON INC Consumer Cyclical 4,361.0 $618K 0.01% -722.0 -14.2% $141.72 +1.8%
138 EOG EOG RES INC Energy 4,187.0 $605K 0.01% -424.0 -9.2% $144.57 -3.1%
139 LINE LINEAGE INC Real Estate 18,073.0 $592K 0.01% -715.0 -3.8% $32.76 +29.1%
140 SAIA SAIA INC Industrials 1,529.0 $569K 0.01% -445.0 -22.5% $372.05 +29.2%
Page 7 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%