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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 15 of 27  ·  522 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
281 BGRN ISHARES TR 21,656.0 $1.0M 0.02% $47.47 -1.0%
282 J JACOBS SOLUTIONS INC Industrials 8,047.0 $1.0M 0.02% +3K +55.9% $126.00 +20.3%
283 AVB AVALONBAY CMNTYS INC Real Estate 5,366.0 $1.0M 0.02% -4K -44.2% $188.69 -63.9%
284 BSY BENTLEY SYS INC Technology 33,847.0 $1.0M 0.02% -43K -56.1% $29.89 +23.6%
285 ALL ALLSTATE CORP Financial Services 4,209.0 $1.0M 0.02% -3K -44.2% $237.94 +10.0%
286 HD HOME DEPOT INC Consumer Cyclical 2,819.0 $992K 0.02% -2K -35.9% $352.05 -4.9%
287 JCI JOHNSON CONTROLS INTERNATION Industrials 6,738.0 $984K 0.02% -5K -44.2% $146.11 -1.2%
288 SPLV INVESCO EXCH TRADED FD TR II 12,892.0 $975K 0.02% -33K -72.2% $75.59 +0.4%
289 FSV FIRSTSERVICE CORP NEW Real Estate 6,848.0 $972K 0.02% -3K -32.4% $141.99 +1.1%
290 GGG GRACO INC Industrials 12,775.0 $966K 0.02% -10K -44.2% $75.61 +5.3%
291 ANET ARISTA NETWORKS INC Technology 5,646.0 $959K 0.02% -4K -43.2% $169.88 +19.1%
292 WST WEST PHARMACEUTICAL SVSC INC Healthcare 2,630.0 $944K 0.02% -2K -44.1% $359.00 -2.5%
293 ROL ROLLINS INC Consumer Cyclical 22,409.0 $935K 0.02% -18K -44.2% $41.74 -12.1%
294 BKR BAKER HUGHES COMPANY Energy 16,755.0 $932K 0.02% +8K +97.8% $55.62 +11.5%
295 SWKS SKYWORKS SOLUTIONS INC Technology 13,500.0 $915K 0.02% $67.80 -1.7%
296 FSM FORTUNA MNG CORP Basic Materials 108,165.0 $912K 0.02% +23K +27.2% $8.43 +47.2%
297 FRVO FERVO ENERGY CO 31,063.0 $908K 0.02% NEW $29.23 -47.2%
298 INGERSOLL RAND INC 11,033.0 $905K 0.02% -12K -52.0% $81.99
299 ILMN ILLUMINA INC Healthcare 5,000.0 $879K 0.02% -22K -81.2% $175.83 +27.9%
300 CHKP CHECK POINT SOFTWARE TECH LT Technology 6,617.0 $870K 0.02% -5K -44.2% $131.43 -1.8%
Page 15 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%