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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 12 of 27  ·  522 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
221 NI NISOURCE INC Utilities 38,908.0 $1.9M 0.04% -36K -47.9% $47.64 -13.6%
222 AG FIRST MAJESTIC SILVER CORP Basic Materials 108,495.0 $1.8M 0.04% +19K +21.2% $16.96 +24.3%
223 ELV ELEVANCE HEALTH INC FORMERLY Healthcare 4,741.0 $1.8M 0.04% -5K -50.4% $386.73 +4.5%
224 ALV AUTOLIV INC Consumer Cyclical 15,779.0 $1.8M 0.04% -20K -56.1% $116.17 +5.8%
225 WAT WATERS CORP Healthcare 4,862.0 $1.8M 0.04% -55K -91.9% $374.67 +10.2%
226 DGX QUEST DIAGNOSTICS INC Healthcare 8,571.0 $1.8M 0.04% -7K -44.2% $211.95 +15.4%
227 PCG PG&E CORP Utilities 107,488.0 $1.8M 0.04% NEW $16.82 +8.7%
228 INTC INTEL CORP Technology 13,113.0 $1.8M 0.04% -2K -10.9% $137.01 -36.2%
229 CHD CHURCH & DWIGHT CO INC Consumer Defensive 18,496.0 $1.8M 0.04% -15K -44.2% $96.88 +6.0%
230 LH LABCORP HOLDINGS INC Healthcare 6,397.0 $1.8M 0.04% -5K -44.2% $280.00 +19.9%
231 CME CME GROUP INC Financial Services 8,014.0 $1.8M 0.04% -25K -75.4% $220.83 +27.0%
232 KHC KRAFT HEINZ CO Consumer Defensive 72,881.0 $1.7M 0.04% -50K -40.6% $23.62 +4.2%
233 UTHR UNITED THERAPEUTICS CORP DEL Healthcare 3,156.0 $1.7M 0.04% -2K -44.1% $541.83 -4.3%
234 PKG PACKAGING CORP AMER Consumer Cyclical 7,117.0 $1.7M 0.04% -5K -43.6% $238.17 +4.1%
235 RMD RESMED INC Healthcare 8,677.0 $1.7M 0.04% -7K -44.2% $194.88 +21.4%
236 EGO ELDORADO GOLD CORP NEW Basic Materials 52,541.0 $1.6M 0.04% +17K +46.2% $31.09 +50.9%
237 SNA SNAP ON INC Industrials 4,010.0 $1.6M 0.04% -3K -44.2% $402.40 -1.4%
238 STE STERIS PLC Healthcare 7,563.0 $1.6M 0.04% -6K -44.2% $210.57 +12.3%
239 PDS PRECISION DRILLING CORP Energy 20,732.0 $1.6M 0.04% -4K -15.9% $76.74 +13.0%
240 MCD MCDONALDS CORP Consumer Cyclical 5,862.0 $1.6M 0.04% -5K -44.2% $270.31 -1.4%
Page 12 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%