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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 13 of 27  ·  522 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
241 UGI UGI CORP NEW Utilities 45,301.0 $1.6M 0.04% -78K -63.1% $34.54 +11.8%
242 ZTS ZOETIS INC Healthcare 21,651.0 $1.6M 0.04% -230K -91.4% $71.86 +8.4%
243 CIGI COLLIERS INTL GROUP INC Real Estate 16,551.0 $1.6M 0.04% -6K -27.8% $93.73 +11.1%
244 RUN SUNRUN INC Energy 114,974.0 $1.5M 0.04% -3K -2.2% $13.38 -33.0%
245 IBM INTERNATIONAL BUSINESS MACHS Technology 5,466.0 $1.5M 0.04% -4K -44.2% $281.21 -18.3%
246 GFL GFL ENVIRONMENTAL INC Industrials 41,502.0 $1.5M 0.04% +13K +43.7% $36.73 +12.2%
247 GFI GOLD FIELDS LTD Basic Materials 45,060.0 $1.5M 0.04% +19K +72.9% $33.59 +42.4%
248 COF CAPITAL ONE FINL CORP Financial Services 7,505.0 $1.5M 0.04% -9K -55.0% $201.04 +7.7%
249 RS RELIANCE INC Basic Materials 4,038.0 $1.5M 0.04% -3K -44.2% $373.60 +4.6%
250 AIG AMERICAN INTL GROUP INC Financial Services 20,119.0 $1.5M 0.04% -16K -44.2% $74.53 +3.4%
251 HDB HDFC BANK LTD Financial Services 57,196.0 $1.5M 0.03% -56K -49.3% $25.83 -9.8%
252 UBER UBER TECHNOLOGIES INC Technology 20,071.0 $1.4M 0.03% -13K -39.9% $72.16 +10.3%
253 CTSH COGNIZANT TECHNOLOGY SOLUTIO Technology 37,209.0 $1.4M 0.03% -30K -44.2% $38.73 +59.7%
254 CPRT COPART INC Industrials 51,110.0 $1.4M 0.03% -41K -44.2% $28.19 +16.4%
255 BFAM BRIGHT HORIZONS FAM SOL IN D Consumer Cyclical 20,319.0 $1.4M 0.03% -26K -56.1% $70.88 +4.1%
256 GEV GE VERNOVA INC Utilities 1,212.0 $1.4M 0.03% -777.0 -39.1% $1169.07 -19.2%
257 SSRM SSR MINING IN Basic Materials 49,904.0 $1.4M 0.03% +14K +37.3% $28.24 +35.7%
258 FDX FEDEX CORP Industrials 4,390.0 $1.4M 0.03% -11K -72.0% $314.37 +7.3%
259 BAP CREDICORP LTD Financial Services 3,521.0 $1.4M 0.03% NEW $389.58 -1.5%
260 BOYD GROUP SERVICES INC 14,462.0 $1.4M 0.03% -14K -49.7% $94.63
Page 13 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%