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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 14 of 27  ·  522 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
261 ONON ON HLDG AG Consumer Cyclical 38,502.0 $1.4M 0.03% -49K -56.1% $35.42 -17.4%
262 ROP ROPER TECHNOLOGIES INC Industrials 3,698.0 $1.3M 0.03% -3K -44.1% $338.39 +22.9%
263 SVM SILVERCORP METALS INC Basic Materials 123,028.0 $1.2M 0.03% +6K +5.0% $10.11 +29.8%
264 TYL TYLER TECHNOLOGIES INC Technology 4,236.0 $1.2M 0.03% -5K -56.1% $292.46 +21.5%
265 EQX EQUINOX GOLD CORP Basic Materials 126,739.0 $1.2M 0.03% +39K +45.0% $9.73 +40.8%
266 BTG B2GOLD CORP Basic Materials 329,170.0 $1.2M 0.03% +119K +57.0% $3.75 +54.7%
267 HIG HARTFORD INSURANCE GROUP INC Financial Services 9,208.0 $1.2M 0.03% -7K -44.2% $132.52 +5.9%
268 NXE NEXGEN ENERGY LTD Energy 126,385.0 $1.2M 0.03% +5K +3.9% $9.42 +18.2%
269 ITW ILLINOIS TOOL WKS INC Industrials 4,270.0 $1.2M 0.03% -5K -51.9% $270.47 +5.4%
270 SUI SUN CMNTYS INC Real Estate 9,545.0 $1.1M 0.03% -8K -44.2% $119.91 +4.6%
271 USB US BANCORP Financial Services 18,427.0 $1.1M 0.03% +2K +14.3% $60.51 +4.0%
272 EMR EMERSON ELEC CO Industrials 7,640.0 $1.1M 0.03% NEW $143.15 +10.3%
273 SOUTH BOW CORP 30,820.0 $1.1M 0.03% +8K +36.6% $35.19
274 AFL AFLAC INC Financial Services 9,241.0 $1.1M 0.03% -9K -50.4% $117.25 +0.3%
275 WY WEYERHAEUSER CO Real Estate 45,254.0 $1.1M 0.03% -117K -72.1% $23.94 +0.5%
276 AON AON PLC Financial Services 3,254.0 $1.1M 0.03% -4K -56.9% $331.21 +7.2%
277 CRH PLC 9,929.0 $1.1M 0.03% -26K -72.2% $107.00
278 CRM SALESFORCE INC Technology 6,752.0 $1.1M 0.03% -640.0 -8.7% $156.66 +30.7%
279 TW TRADEWEB MKTS INC Financial Services 10,656.0 $1.0M 0.02% -10K -48.1% $98.47 +9.1%
280 TGT TARGET CORP Consumer Defensive 7,898.0 $1.0M 0.02% NEW $130.61 +25.7%
Page 14 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%