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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 16 of 27  ·  522 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
301 ROK ROCKWELL AUTOMATION INC Industrials 1,739.0 $861K 0.02% -1K -44.0% $495.08 -12.8%
302 MU MICRON TECHNOLOGY INC Technology 724.0 $829K 0.02% -842.0 -53.8% $1145.28 -18.1%
303 GIS GENERAL MILLS INC Consumer Defensive 23,377.0 $814K 0.02% -28K -54.8% $34.80 +15.2%
304 BSX BOSTON SCIENTIFIC CORP Healthcare 18,746.0 $800K 0.02% -62K -76.9% $42.68 +12.9%
305 ING ING GROEP N.V. Financial Services 25,396.0 $797K 0.02% -5K -16.4% $31.38 +13.4%
306 FFIV F5 INC Technology 1,869.0 $777K 0.02% -5K -71.7% $415.96 -3.9%
307 ZM ZOOM COMMUNICATIONS INC Technology 8,982.0 $775K 0.02% -7K -44.2% $86.31 +8.7%
308 JKHY HENRY JACK & ASSOC INC Technology 5,591.0 $770K 0.02% -4K -44.2% $137.74 +25.2%
309 ERO ERO COPPER CORP Basic Materials 28,283.0 $754K 0.02% +7K +34.7% $26.67 +47.1%
310 CARR CARRIER GLOBAL CORPORATION Industrials 10,229.0 $750K 0.02% -8K -44.2% $73.35 -19.9%
311 ADBE ADOBE INC Technology 3,630.0 $744K 0.02% +640.0 +21.4% $205.02 +33.4%
312 ARIS ARIS MINING CORPORATION Basic Materials 49,049.0 $731K 0.02% +4K +7.9% $14.90 +38.6%
313 VMC VULCAN MATLS CO Basic Materials 2,436.0 $719K 0.02% -2K -44.1% $295.01 -7.2%
314 NEM NEWMONT CORP Basic Materials 7,675.0 $717K 0.02% -8K -50.4% $93.40 +40.9%
315 TIMB TIM S A Communication Services 33,001.0 $707K 0.02% +18K +126.0% $21.42 -15.1%
316 BAYTEX ENERGY CORP 166,864.0 $669K 0.02% +85K +104.4% $4.01
317 ATR APTARGROUP INC Healthcare 5,277.0 $661K 0.01% -19K -77.9% $125.20 +8.0%
318 TAC TRANSALTA CORP Utilities 46,412.0 $641K 0.01% +18K +65.9% $13.82 -8.5%
319 SAP SAP SE Technology 4,145.0 $617K 0.01% $148.94 +42.0%
320 JAAA JANUS DETROIT STR TR 12,050.0 $608K 0.01% $50.49 +0.4%
Page 16 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%