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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 8 of 9  ·  166 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 ERO ERO COPPER CORP Basic Materials 21,003.0 $559K 0.01% -27K -56.5% $26.63 +1.0%
142 MLI MUELLER INDS INC Industrials 4,739.0 $534K 0.01% -7K -60.2% $112.70 +18.2%
143 SJM SMUCKER J M CO Consumer Defensive 5,344.0 $509K 0.01% -8K -61.1% $95.22 +6.9%
144 GL GLOBE LIFE INC Financial Services 3,120.0 $447K 0.01% -1K -28.4% $143.36 +9.6%
145 MEOH METHANEX CORP Basic Materials 7,323.0 $436K 0.01% -20K -73.6% $59.55 -2.1%
146 REGN REGENERON PHARMACEUTICALS Healthcare 561.0 $428K 0.01% -154.0 -21.5% $763.22 -19.9%
147 GRANITE REAL ESTATE INVT TR 7,003.0 $412K 0.01% -290.0 -4.0% $58.76
148 VST VISTRA CORP Utilities 2,713.0 $411K 0.01% -1K -33.1% $151.61 -3.1%
149 SF STIFEL FINL CORP Financial Services 5,587.0 $409K 0.01% -2K -30.2% $73.16 -3.9%
150 TAC TRANSALTA CORP Utilities 27,982.0 $368K 0.01% -2K -7.3% $13.14 -4.8%
151 INTEGRA RES CORP 126,952.0 $343K 0.01% -115K -47.6% $2.70
152 MRNA MODERNA INC Healthcare 6,716.0 $341K 0.01% -8K -54.5% $50.80 -6.3%
153 ICE INTERCONTINENTAL EXCHANGE IN Financial Services 2,045.0 $340K 0.01% -2K -49.3% $166.39 -16.4%
154 YETI YETI HLDGS INC Consumer Cyclical 8,556.0 $313K 0.01% -7K -44.4% $36.59 +30.3%
155 SKEENA RES LTD NEW 10,454.0 $311K 0.01% -70.0 -0.7% $29.76
156 TTAN SERVICETITAN INC Technology 4,821.0 $304K 0.01% -677.0 -12.3% $63.01 +15.8%
157 EXP EAGLE MATLS INC Basic Materials 1,395.0 $259K 0.01% -801.0 -36.5% $185.66 +11.4%
158 AJG GALLAGHER ARTHUR J & CO Financial Services 1,113.0 $244K 0.01% -452.0 -28.9% $219.29 -3.1%
159 BB BLACKBERRY LTD Technology 73,182.0 $237K 0.01% -53K -42.0% $3.24 +186.7%
160 BHC BAUSCH HEALTH COS INC Healthcare 43,212.0 $233K 0.01% -17K -28.0% $5.40 -5.4%
Page 8 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%