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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 17 of 27  ·  522 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
321 BZ KANZHUN LIMITED Industrials 45,900.0 $591K 0.01% $12.87 +46.4%
322 BIIB BIOGEN INC Healthcare 2,693.0 $582K 0.01% +693.0 +34.6% $216.21 +2.2%
323 TREX TREX INC Industrials 11,417.0 $571K 0.01% -12K -52.0% $50.04 -6.7%
324 DEO DIAGEO PLC Consumer Defensive 7,075.0 $569K 0.01% $80.38 +16.5%
325 ORLA ORLA MNG LTD NEW Basic Materials 58,200.0 $569K 0.01% +16K +36.4% $9.77 -3.4%
326 GUARDANT HEALTH INC 225,000.0 $566K 0.01% NEW $2.52
327 EOG EOG RES INC Energy 4,187.0 $543K 0.01% $129.73 +11.6%
328 MDA MDA SPACE LTD Technology 13,153.0 $543K 0.01% +7K +127.8% $41.27 -28.3%
329 SCI SERVICE CORP INTL Consumer Cyclical 6,899.0 $524K 0.01% -7K -50.4% $75.96 +12.4%
330 BROOKFIELD BUSINESS CORP 16,943.0 $503K 0.01% -2K -9.6% $29.67
331 FOXA FOX CORP Communication Services 9,602.0 $501K 0.01% -8K -44.2% $52.16 +33.4%
332 SNOW SNOWFLAKE INC Technology 1,983.0 $499K 0.01% -2K -52.9% $251.65 +25.3%
333 TEVA TEVA PHARMACEUTICAL INDS LTD Healthcare 14,787.0 $493K 0.01% -18K -54.5% $33.31 +13.8%
334 DNN DENISON MINES CORP Energy 159,929.0 $490K 0.01% +56K +53.2% $3.06 +18.5%
335 MEOH METHANEX CORP Basic Materials 10,413.0 $480K 0.01% +3K +42.2% $46.14 +23.4%
336 ACN ACCENTURE PLC IRELAND Technology 3,812.0 $474K 0.01% -3K -44.1% $124.44 +45.8%
337 VET VERMILION ENERGY INC Energy 48,871.0 $457K 0.01% +20K +71.1% $9.35 +31.2%
338 SKEENA RES LTD NEW 17,084.0 $455K 0.01% +7K +63.4% $26.62
339 RKT ROCKET COS INC Financial Services 28,952.0 $449K 0.01% -28K -49.0% $15.50 -10.3%
340 ATS CORPORATION 15,573.0 $448K 0.01% +5K +41.8% $28.79
Page 17 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%