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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 18 of 27  ·  526 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
341 LPLA LPL FINL HLDGS INC Financial Services 2,595.0 $764K 0.02% +1K +67.4% $294.46 -3.6%
342 FIVE FIVE BELOW INC Consumer Cyclical 3,264.0 $763K 0.02% +198.0 +6.5% $233.72 -20.2%
343 TLN TALEN ENERGY CORP Utilities 2,328.0 $754K 0.02% $324.09 +12.6%
344 SOUTH BOW CORP 22,560.0 $750K 0.02% -2K -9.7% $33.25
345 WMB WILLIAMS COS INC Energy 10,302.0 $748K 0.02% NEW $72.59 -1.4%
346 INTC INTEL CORP Technology 14,721.0 $748K 0.02% -2K -14.4% $50.78 +117.2%
347 SBUX STARBUCKS CORP Consumer Cyclical 8,342.0 $747K 0.02% $89.59 +5.8%
348 APOS APOLLO GLOBAL MGMT INC Financial Services 6,931.0 $735K 0.02% $106.11 -76.0%
349 VLYPN VALLEY NATL BANCORP Financial Services 57,885.0 $728K 0.02% +1K +1.9% $12.57 +106.8%
350 ADBE ADOBE INC Technology 2,990.0 $727K 0.02% +1K +68.0% $243.08 +0.8%
351 SWKS SKYWORKS SOLUTIONS INC Technology 13,500.0 $723K 0.02% +5K +58.8% $53.55 +40.7%
352 SAP SAP SE Technology 4,145.0 $712K 0.02% +1K +43.2% $171.80 +5.9%
353 ELAN ELANCO ANIMAL HEALTH INC Healthcare 31,019.0 $708K 0.02% +2K +8.1% $22.82 +3.8%
354 RDNT RADNET INC Healthcare 12,854.0 $708K 0.02% +4K +44.0% $55.06 -1.6%
355 ARES ARES MANAGEMENT CORPORATION Financial Services 6,826.0 $702K 0.02% +1K +27.1% $102.84 +23.4%
356 CRL CHARLES RIV LABS INTL INC Healthcare 4,158.0 $699K 0.02% +290.0 +7.5% $168.22 +10.8%
357 PH PARKER-HANNIFIN CORP Industrials 776.0 $695K 0.02% NEW $895.24 -1.4%
358 ORLA ORLA MNG LTD NEW Basic Materials 42,670.0 $686K 0.02% +29K +211.7% $16.07 -32.5%
359 TPR TAPESTRY INC Consumer Cyclical 4,767.0 $685K 0.02% +27.0 +0.6% $143.70 -1.9%
360 LITE LUMENTUM HLDGS INC Technology 864.0 $668K 0.01% -736.0 -46.0% $772.72 +15.9%
Page 18 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%