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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 11 of 27  ·  522 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
201 DIS DISNEY WALT CO Communication Services 23,319.0 $2.2M 0.05% -22K -48.9% $96.25 +14.6%
202 NRC NRC HEALTH Healthcare 102,370.0 $2.2M 0.05% -27K -20.8% $21.57 +0.1%
203 LRCX LAM RESEARCH CORP Technology 5,106.0 $2.2M 0.05% -9K -63.6% $427.74 -27.0%
204 PEP PEPSICO INC Consumer Defensive 16,082.0 $2.2M 0.05% -15K -48.0% $135.40 +4.9%
205 UPS UNITED PARCEL SVCS INC Industrials 20,208.0 $2.2M 0.05% -21K -50.4% $107.50 -1.3%
206 LOW LOWES COS INC Consumer Cyclical 9,671.0 $2.1M 0.05% -10K -50.4% $220.49 -3.1%
207 PINNACLE FINL PARTNERS INC 20,950.0 $2.1M 0.05% -27K -56.1% $100.88
208 VOYA VOYA FINANCIAL INC Financial Services 23,326.0 $2.1M 0.05% -41K -63.9% $90.55 +11.9%
209 VIPS VIPSHOP HLDGS LTD Consumer Cyclical 154,220.0 $2.0M 0.05% +132K +591.6% $13.26 +5.5%
210 OCEANAGOLD CORP 80,975.0 $2.0M 0.05% NEW $25.04
211 MS MORGAN STANLEY Financial Services 9,580.0 $2.0M 0.05% +3K +43.4% $209.61 +1.7%
212 HSY HERSHEY CO Consumer Defensive 11,428.0 $2.0M 0.05% -9K -44.2% $175.45 +6.2%
213 OR OR ROYALTIES INC. Basic Materials 63,007.0 $2.0M 0.05% -56K -46.8% $31.78 +20.5%
214 ROST ROSS STORES INC Consumer Cyclical 9,356.0 $2.0M 0.05% -9K -49.1% $212.70 +12.5%
215 AMERICA MOVIL SAB DE CV 75,638.0 $2.0M 0.05% +41K +119.6% $25.99
216 VIV TELEFONICA BRASIL SA Communication Services 146,993.0 $1.9M 0.04% +95K +182.9% $13.16 -11.6%
217 HCA HCA HEALTHCARE INC Healthcare 4,931.0 $1.9M 0.04% -2K -24.7% $389.89 +9.2%
218 TROW PRICE T ROWE GROUP INC Financial Services 16,816.0 $1.9M 0.04% -13K -44.2% $113.69 -1.5%
219 MELI MERCADOLIBRE INC Consumer Cyclical 1,107.0 $1.9M 0.04% -3K -75.4% $1697.39 +16.2%
220 CGAU CENTERRA GOLD INC Basic Materials 118,143.0 $1.9M 0.04% -31K -20.5% $15.87 +49.2%
Page 11 of 27  ·  522 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%