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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 16 of 27  ·  526 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
301 MS MORGAN STANLEY Financial Services 6,681.0 $1.1M 0.03% -2K -21.5% $166.55 +27.4%
302 WMT WALMART INC Consumer Defensive 8,744.0 $1.1M 0.03% -6K -41.2% $126.79 -5.5%
303 GLW CORNING INC Technology 7,779.0 $1.1M 0.03% -3K -27.9% $141.10 +32.9%
304 ANGLOGOLD ASHANTI PLC 10,683.0 $1.1M 0.03% NEW $101.49
305 TER TERADYNE INC Technology 3,400.0 $1.1M 0.03% +400.0 +13.3% $315.43 +18.8%
306 SSRM SSR MINING IN Basic Materials 36,354.0 $1.1M 0.03% -48K -56.7% $29.35 -9.3%
307 KKR KKR & CO INC Financial Services 11,583.0 $1.1M 0.02% +421.0 +3.8% $91.05 +2.4%
308 CX CEMEX SA EURO MTN BE 144A Basic Materials 91,178.0 $1.0M 0.02% NEW $11.44 +5.2%
309 CARR CARRIER GLOBAL CORPORATION Industrials 18,333.0 $1.0M 0.02% -346K -95.0% $56.31 +19.6%
310 BGRN ISHARES TR 21,656.0 $1.0M 0.02% $47.47 -0.7%
311 PSA PUBLIC STORAGE OPER CO Real Estate 3,761.0 $1.0M 0.02% $270.88 +14.8%
312 FOXA FOX CORP Communication Services 17,207.0 $1.0M 0.02% NEW $58.40 +15.5%
313 CAH CARDINAL HEALTH INC Healthcare 4,616.0 $981K 0.02% +2K +87.3% $212.62 -3.8%
314 IWO ISHARES TR 3,049.0 $975K 0.02% NEW $319.69 +15.6%
315 GH GUARDANT HEALTH INC Healthcare 10,855.0 $973K 0.02% +4K +50.8% $89.66 +39.3%
316 TEVA TEVA PHARMACEUTICAL INDS LTD Healthcare 32,470.0 $968K 0.02% +8K +31.6% $29.82 +11.5%
317 NET CLOUDFLARE INC Technology 4,536.0 $961K 0.02% +653.0 +16.8% $211.78 +17.0%
318 BTG B2GOLD CORP Basic Materials 209,730.0 $952K 0.02% -59K -22.1% $4.54 -8.8%
319 MCO MOODYS CORP Financial Services 2,080.0 $924K 0.02% NEW $444.10 -0.1%
320 SOLARIS RES INC 104,764.0 $905K 0.02% $8.64
Page 16 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%