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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 11 of 27  ·  526 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
201 FBIN FORTUNE BRANDS INNOVATIONS I Industrials 95,959.0 $3.7M 0.09% +15K +18.0% $38.97 +1.3%
202 ADT ADT INC DEL Industrials 569,170.0 $3.7M 0.09% -38K -6.3% $6.57 +1.5%
203 BOYD GROUP SERVICES INC 28,753.0 $3.6M 0.08% -1K -3.4% $126.25
204 HBM HUDBAY MINERALS INC Basic Materials 168,888.0 $3.6M 0.08% -51K -23.3% $21.42 +21.9%
205 NI NISOURCE INC Utilities 74,659.0 $3.5M 0.08% +59K +391.0% $46.76 -1.9%
206 RMD RESMED INC Healthcare 15,550.0 $3.5M 0.08% +2K +17.6% $224.48 -14.0%
207 EVEREST GROUP LTD 10,638.0 $3.5M 0.08% -5K -31.0% $326.85
208 SPLV INVESCO EXCH TRADED FD TR II 46,293.0 $3.4M 0.08% +39K +516.3% $73.96 -2.0%
209 GLD SPDR GOLD TR Financial Services 7,830.0 $3.4M 0.08% $430.29 -7.7%
210 UTHR UNITED THERAPEUTICS CORP DEL Healthcare 5,650.0 $3.4M 0.08% $592.98 -8.1%
211 TYL TYLER TECHNOLOGIES INC Technology 9,646.0 $3.3M 0.08% +4K +86.4% $342.38 -11.3%
212 ILMN ILLUMINA INC Healthcare 26,562.0 $3.3M 0.08% -264.0 -1.0% $123.26 +28.2%
213 STX SEAGATE TECHNOLOGY HLDNGS PL Technology 8,240.0 $3.3M 0.08% -6K -40.9% $396.63 +121.1%
214 MCD MCDONALDS CORP Consumer Cyclical 10,502.0 $3.3M 0.07% NEW $310.79 -10.6%
215 ORA ORMAT TECHNOLOGIES INC Utilities 29,044.0 $3.3M 0.07% $111.92 +21.9%
216 ENERFLEX LTD 153,528.0 $3.2M 0.07% -11K -6.7% $20.90
217 HCA HCA HEALTHCARE INC Healthcare 6,548.0 $3.1M 0.07% -122.0 -1.8% $473.24 -23.6%
218 CHD CHURCH & DWIGHT CO INC Consumer Defensive 33,156.0 $3.1M 0.07% +439.0 +1.3% $93.32 +2.2%
219 LH LABCORP HOLDINGS INC Healthcare 11,460.0 $3.1M 0.07% NEW $266.81 -1.8%
220 COF CAPITAL ONE FINL CORP Financial Services 16,694.0 $3.1M 0.07% -2K -11.1% $182.97 -1.4%
Page 11 of 27  ·  526 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%