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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 12 of 27  ·  526 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
221 CPRT COPART INC Industrials 91,651.0 $3.0M 0.07% -37K -28.6% $33.20 -7.0%
222 LRCX LAM RESEARCH CORP Technology 14,047.0 $3.0M 0.07% -7K -32.0% $215.34 +50.7%
223 DGX QUEST DIAGNOSTICS INC Healthcare 15,361.0 $3.0M 0.07% +9K +134.6% $195.98 +0.6%
224 ATR APTARGROUP INC Healthcare 23,866.0 $3.0M 0.07% +12K +98.1% $126.02 -11.2%
225 STE STERIS PLC Healthcare 13,554.0 $3.0M 0.07% NEW $221.13 -5.0%
226 ONON ON HLDG AG Consumer Cyclical 87,709.0 $3.0M 0.07% +7K +9.3% $34.02 +9.1%
227 WAB WABTEC Industrials 11,639.0 $2.9M 0.07% +66.0 +0.6% $251.38 +3.3%
228 HDB HDFC BANK LTD Financial Services 112,726.0 $2.8M 0.07% +13K +13.2% $24.88 -7.5%
229 ELV ELEVANCE HEALTH INC FORMERLY Healthcare 9,553.0 $2.8M 0.07% -3K -20.9% $292.75 +42.8%
230 KHC KRAFT HEINZ CO Consumer Defensive 122,723.0 $2.8M 0.06% -1K -0.8% $22.49 +3.8%
231 TROW PRICE T ROWE GROUP INC Financial Services 30,149.0 $2.7M 0.06% -984.0 -3.2% $90.14 +17.0%
232 AIG AMERICAN INTL GROUP INC Financial Services 36,072.0 $2.7M 0.06% NEW $75.25 -1.5%
233 BSY BENTLEY SYS INC Technology 77,108.0 $2.7M 0.06% +7K +10.7% $35.12 -6.0%
234 PKG PACKAGING CORP AMER Consumer Cyclical 12,611.0 $2.7M 0.06% NEW $211.08 +4.0%
235 CGAU CENTERRA GOLD INC Basic Materials 148,659.0 $2.7M 0.06% +50K +50.2% $17.90 -13.0%
236 SNA SNAP ON INC Industrials 7,181.0 $2.6M 0.06% +369.0 +5.4% $363.22 +4.8%
237 CIGI COLLIERS INTL GROUP INC Real Estate 22,937.0 $2.5M 0.06% -7K -23.7% $106.84 -9.4%
238 AON AON PLC Financial Services 7,552.0 $2.4M 0.06% +5K +176.5% $324.04 +0.6%
239 TW TRADEWEB MKTS INC Financial Services 20,539.0 $2.4M 0.06% NEW $118.94 -17.4%
240 UBER UBER TECHNOLOGIES INC Technology 33,379.0 $2.4M 0.06% NEW $71.93 -2.6%
Page 12 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%