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Portfolio (Quarterly) Guide ↗

Northwest & Ethical Investments L.P.

· CIK 0002033536
13F Portfolio $4.4B AUM 501 positions Filed Feb 17, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 501 New
Page 15 of 26  ·  501 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
281 KKR KKR & CO INC Financial Services 11,162.0 $1.4M 0.03% NEW $128.65 -24.6%
282 CGAU CENTERRA GOLD INC Basic Materials 98,979.0 $1.4M 0.03% NEW $14.40 +18.5%
283 TPG TPG INC Financial Services 22,103.0 $1.4M 0.03% NEW $64.32 -35.0%
284 MLI MUELLER INDS INC Industrials 11,903.0 $1.4M 0.03% NEW $116.43 +17.2%
285 APP APPLOVIN CORP Technology 2,035.0 $1.4M 0.03% NEW $673.82 -26.9%
286 ERO ERO COPPER CORP Basic Materials 48,293.0 $1.4M 0.03% NEW $28.29 -3.6%
287 SJM SMUCKER J M CO Consumer Defensive 13,738.0 $1.3M 0.03% NEW $97.81 +2.8%
288 WTRG ESSENTIAL UTILS INC Utilities 34,524.0 $1.3M 0.03% NEW $38.36 -3.5%
289 PDS PRECISION DRILLING CORP Energy 18,342.0 $1.3M 0.03% NEW $71.84 +32.2%
290 SCHW SCHWAB CHARLES CORP Financial Services 13,101.0 $1.3M 0.03% NEW $100.55 -9.6%
291 ANET ARISTA NETWORKS INC Technology 9,946.0 $1.3M 0.03% NEW $131.03 +8.2%
292 URI UNITED RENTALS INC Industrials 1,569.0 $1.3M 0.03% NEW $817.25 +17.6%
293 WMS ADVANCED DRAIN SYS INC DEL Industrials 8,787.0 $1.3M 0.03% NEW $144.83 -6.3%
294 MAS MASCO CORP Industrials 19,698.0 $1.3M 0.03% NEW $63.46 +2.6%
295 BTG B2GOLD CORP Basic Materials 269,210.0 $1.2M 0.03% NEW $4.50 +4.4%
296 MDB MONGODB INC Technology 2,850.0 $1.2M 0.03% NEW $421.23 -25.9%
297 TSCO TRACTOR SUPPLY CO Consumer Cyclical 23,878.0 $1.2M 0.03% NEW $50.01 -38.9%
298 POOL POOL CORP Industrials 5,095.0 $1.2M 0.03% NEW $228.75 -23.3%
299 SNOW SNOWFLAKE INC Technology 5,205.0 $1.2M 0.03% NEW $222.05 -29.1%
300 EGO ELDORADO GOLD CORP NEW Basic Materials 31,735.0 $1.1M 0.03% NEW $35.94 -11.9%
Page 15 of 26  ·  501 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 25.6%
Financial Services 20.4%
Industrials 12.0%
Healthcare 10.7%
Consumer Cyclical 7.3%
Communication Services 7.2%
Basic Materials 4.6%
Energy 4.4%
Utilities 4.2%
Consumer Defensive 2.6%