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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 9 of 17  ·  337 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 UGI UGI CORP NEW Utilities 45,301.0 $1.6M 0.04% -78K -63.1% $34.54 +11.3%
162 ZTS ZOETIS INC Healthcare 21,651.0 $1.6M 0.04% -230K -91.4% $71.86 +7.9%
163 CIGI COLLIERS INTL GROUP INC Real Estate 16,551.0 $1.6M 0.04% -6K -27.8% $93.73 +11.5%
164 RUN SUNRUN INC Energy 114,974.0 $1.5M 0.04% -3K -2.2% $13.38 -31.8%
165 IBM INTERNATIONAL BUSINESS MACHS Technology 5,466.0 $1.5M 0.04% -4K -44.2% $281.21 -18.3%
166 COF CAPITAL ONE FINL CORP Financial Services 7,505.0 $1.5M 0.04% -9K -55.0% $201.04 +8.0%
167 RS RELIANCE INC Basic Materials 4,038.0 $1.5M 0.04% -3K -44.2% $373.60 +4.7%
168 AIG AMERICAN INTL GROUP INC Financial Services 20,119.0 $1.5M 0.04% -16K -44.2% $74.53 +3.3%
169 HDB HDFC BANK LTD Financial Services 57,196.0 $1.5M 0.03% -56K -49.3% $25.83 -10.3%
170 UBER UBER TECHNOLOGIES INC Technology 20,071.0 $1.4M 0.03% -13K -39.9% $72.16 +8.8%
171 CTSH COGNIZANT TECHNOLOGY SOLUTIO Technology 37,209.0 $1.4M 0.03% -30K -44.2% $38.73 +60.3%
172 CPRT COPART INC Industrials 51,110.0 $1.4M 0.03% -41K -44.2% $28.19 +15.9%
173 BFAM BRIGHT HORIZONS FAM SOL IN D Consumer Cyclical 20,319.0 $1.4M 0.03% -26K -56.1% $70.88 +5.1%
174 GEV GE VERNOVA INC Utilities 1,212.0 $1.4M 0.03% -777.0 -39.1% $1169.07 -18.5%
175 FDX FEDEX CORP Industrials 4,390.0 $1.4M 0.03% -11K -72.0% $314.37 +6.9%
176 BOYD GROUP SERVICES INC 14,462.0 $1.4M 0.03% -14K -49.7% $94.63
177 ONON ON HLDG AG Consumer Cyclical 38,502.0 $1.4M 0.03% -49K -56.1% $35.42 -17.5%
178 ROP ROPER TECHNOLOGIES INC Industrials 3,698.0 $1.3M 0.03% -3K -44.1% $338.39 +22.1%
179 TYL TYLER TECHNOLOGIES INC Technology 4,236.0 $1.2M 0.03% -5K -56.1% $292.46 +20.6%
180 HIG HARTFORD INSURANCE GROUP INC Financial Services 9,208.0 $1.2M 0.03% -7K -44.2% $132.52 +5.5%
Page 9 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%