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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 14 of 27  ·  526 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
261 INGERSOLL RAND INC 22,967.0 $1.8M 0.04% $80.12
262 GEV GE VERNOVA INC Utilities 1,989.0 $1.7M 0.04% NEW $872.90 +7.0%
263 TXN TEXAS INSTRS INC Technology 8,942.0 $1.7M 0.04% -73K -89.0% $194.14 +49.8%
264 CDE COEUR MNG INC Basic Materials 91,414.0 $1.7M 0.04% NEW $18.64 -10.2%
265 CHKP CHECK POINT SOFTWARE TECH LT Technology 11,858.0 $1.7M 0.04% +4K +46.0% $142.85 -9.5%
266 NEM NEWMONT CORP Basic Materials 15,466.0 $1.7M 0.04% -11K -41.2% $108.25 -8.6%
267 TSCO TRACTOR SUPPLY CO Consumer Cyclical 35,789.0 $1.6M 0.04% +12K +49.9% $45.30 -33.5%
268 RUN SUNRUN INC Energy 117,542.0 $1.6M 0.04% +2K +1.4% $13.56 -0.7%
269 JKHY HENRY JACK & ASSOC INC Technology 10,016.0 $1.6M 0.04% +8K +400.3% $158.04 -20.0%
270 JCI JOHNSON CONTROLS INTERNATION Industrials 12,072.0 $1.6M 0.04% NEW $130.95 +10.0%
271 AVB AVALONBAY CMNTYS INC Real Estate 9,610.0 $1.6M 0.04% NEW $163.35 +14.9%
272 ALL ALLSTATE CORP Financial Services 7,537.0 $1.6M 0.04% NEW $207.34 +3.7%
273 SPOT SPOTIFY TECHNOLOGY S A Communication Services 3,114.0 $1.5M 0.04% -150.0 -4.6% $484.69 +3.8%
274 CGNX COGNEX CORP Technology 30,564.0 $1.5M 0.04% +7K +28.5% $49.21 +26.8%
275 VALE VALE S A Basic Materials 91,604.0 $1.5M 0.03% NEW $15.91 -5.8%
276 HD HOME DEPOT INC Consumer Cyclical 4,400.0 $1.4M 0.03% -21K -82.6% $327.33 -5.4%
277 FSV FIRSTSERVICE CORP NEW Real Estate 10,124.0 $1.4M 0.03% NEW $140.76 -1.7%
278 NXE NEXGEN ENERGY LTD Energy 121,685.0 $1.4M 0.03% +18K +16.9% $11.55 -10.0%
279 CRM SALESFORCE INC Technology 7,392.0 $1.4M 0.03% +6K +334.8% $186.67 -2.2%
280 ACN ACCENTURE PLC IRELAND Technology 6,821.0 $1.4M 0.03% +6K +780.1% $198.29 -12.0%
Page 14 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%