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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 18 of 26  ·  501 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
341 TEVA TEVA PHARMACEUTICAL INDS LTD Healthcare 24,668.0 $773K 0.02% NEW $31.34 +9.4%
342 CSL CARLISLE COS INC Industrials 2,348.0 $751K 0.02% NEW $319.86 +3.4%
343 RDDT REDDIT INC Communication Services 3,186.0 $743K 0.02% NEW $233.36 -32.2%
344 ATAT ATOUR LIFESTYLE HLDGS LTD Consumer Cyclical 18,838.0 $742K 0.02% NEW $39.40 -6.1%
345 DHI D R HORTON INC Consumer Cyclical 5,083.0 $740K 0.02% NEW $145.53 -7.0%
346 AMER SPORTS INC 19,765.0 $738K 0.02% NEW $37.35
347 FSM FORTUNA MNG CORP Basic Materials 75,262.0 $738K 0.02% NEW $9.80 -2.5%
348 SVV SAVERS VALUE VLG INC Consumer Cyclical 78,642.0 $735K 0.02% NEW $9.34 -23.7%
349 GH GUARDANT HEALTH INC Healthcare 7,200.0 $724K 0.02% NEW $100.60 -5.6%
350 DPZ DOMINOS PIZZA INC Consumer Cyclical 1,669.0 $704K 0.02% NEW $421.92 -28.4%
351 SAP SAP SE Technology 2,894.0 $703K 0.02% NEW $242.91 -30.2%
352 CLH CLEAN HARBORS INC Industrials 2,955.0 $703K 0.02% NEW $237.89 +26.8%
353 SBUX STARBUCKS CORP Consumer Cyclical 8,342.0 $702K 0.02% NEW $84.21 +26.8%
354 CPB THE CAMPBELLS COMPANY Consumer Defensive 24,897.0 $694K 0.02% NEW $27.87 -28.2%
355 BRZE BRAZE INC Technology 19,800.0 $689K 0.01% NEW $34.78 -38.0%
356 SOUTH BOW CORP 24,990.0 $687K 0.01% NEW $27.50
357 EVRG EVERGY INC Utilities 9,387.0 $687K 0.01% NEW $73.20 +10.0%
358 J JACOBS SOLUTIONS INC Industrials 5,162.0 $684K 0.01% NEW $132.46 -16.6%
359 YETI YETI HLDGS INC Consumer Cyclical 15,392.0 $680K 0.01% NEW $44.17 -3.4%
360 VLYPN VALLEY NATL BANCORP Financial Services 56,834.0 $669K 0.01% NEW $11.77 +120.4%
Page 18 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%