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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 17 of 26  ·  501 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
321 NXE NEXGEN ENERGY LTD Energy 104,075.0 $953K 0.02% NEW $9.16 +19.6%
322 GLW CORNING INC Technology 10,782.0 $948K 0.02% NEW $87.93 +104.8%
323 TME TENCENT MUSIC ENTMT GROUP Communication Services 53,637.0 $940K 0.02% NEW $17.53 -48.6%
324 SE SEA LTD Consumer Cyclical 7,328.0 $935K 0.02% NEW $127.57 -31.3%
325 CDNS CADENCE DESIGN SYSTEM INC Technology 2,986.0 $933K 0.02% NEW $312.58 +10.0%
326 HAS HASBRO INC Consumer Cyclical 10,757.0 $889K 0.02% NEW $82.67 +13.9%
327 TLN TALEN ENERGY CORP Utilities 2,328.0 $882K 0.02% NEW $378.97 -15.0%
328 PWR QUANTA SVCS INC Industrials 2,055.0 $881K 0.02% NEW $428.94 +70.4%
329 ARES ARES MANAGEMENT CORPORATION Financial Services 5,370.0 $877K 0.02% NEW $163.23 -24.6%
330 AME AMETEK INC Industrials 4,169.0 $863K 0.02% NEW $207.04 +9.4%
331 USB US BANCORP DEL Financial Services 16,117.0 $860K 0.02% NEW $53.36 +0.3%
332 CGNX COGNEX CORP Technology 23,782.0 $858K 0.02% NEW $36.08 +74.0%
333 ING ING GROEP N.V. Financial Services 30,391.0 $851K 0.02% NEW $28.00 +5.1%
334 OR OR ROYALTIES INC. Basic Materials 24,021.0 $851K 0.02% NEW $35.42 +2.0%
335 SOLARIS RES INC 104,764.0 $841K 0.02% NEW $8.03
336 AIZ ASSURANT INC Financial Services 3,400.0 $823K 0.02% NEW $242.13 +7.4%
337 CRL CHARLES RIV LABS INTL INC Healthcare 3,868.0 $781K 0.02% NEW $201.98 -24.1%
338 NET CLOUDFLARE INC Technology 3,883.0 $775K 0.02% NEW $199.62 +1.2%
339 LKQ LKQ CORP Consumer Cyclical 25,640.0 $774K 0.02% NEW $30.20 -17.9%
340 TTD THE TRADE DESK INC Technology 20,375.0 $773K 0.02% NEW $37.96 -41.2%
Page 17 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%