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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 18 of 27  ·  522 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
341 AYA GOLD & SILVER INC 23,389.0 $442K 0.01% NEW $18.92
342 PWR QUANTA SVCS INC Industrials 609.0 $435K 0.01% -2K -71.8% $714.52 -13.7%
343 EXK ENDEAVOUR SILVER CORP Basic Materials 52,488.0 $435K 0.01% +15K +39.5% $8.29 +31.4%
344 XPO XPO INC Industrials 2,106.0 $434K 0.01% -3K -62.2% $206.14 -6.6%
345 PPL PPL CORP Utilities 11,739.0 $431K 0.01% -19K -62.2% $36.74 -4.7%
346 PH PARKER-HANNIFIN CORP Industrials 439.0 $429K 0.01% -337.0 -43.4% $978.12 +6.3%
347 GH GUARDANT HEALTH INC Healthcare 2,786.0 $428K 0.01% -8K -74.3% $153.74 +11.2%
348 ALLIED GOLD CORP 17,830.0 $423K 0.01% +13K +244.9% $23.73
349 BIPC BROOKFIELD INFRASTRUCTURE CO Utilities 10,703.0 $412K 0.01% -3K -19.9% $38.52 +2.8%
350 EMN EASTMAN CHEM CO Basic Materials 6,050.0 $405K 0.01% $66.98 +8.9%
351 TSCO TRACTOR SUPPLY CO Consumer Cyclical 12,615.0 $399K 0.01% -23K -64.8% $31.61 +10.8%
352 AIZ ASSURANT INC Financial Services 1,471.0 $394K 0.01% -2K -62.3% $267.98 +7.7%
353 WMT WALMART INC Consumer Defensive 3,434.0 $394K 0.01% -5K -60.7% $114.60 -9.0%
354 ALMONTY INDS INC 23,379.0 $384K 0.01% +1K +5.4% $16.42
355 SNDK SANDISK CORP Technology 187.0 $383K 0.01% -2K -89.5% $2050.39 -26.9%
356 MERIT MED SYS INC 350,000.0 $378K 0.01% NEW $1.08
357 FEDEX FGHT HLDG CO INC 2,473.0 $373K 0.01% NEW $151.00
358 CGNX COGNEX CORP Technology 5,222.0 $357K 0.01% -25K -82.9% $68.36 -9.7%
359 CRL CHARLES RIV LABS INTL INC Healthcare 1,581.0 $357K 0.01% -3K -62.0% $225.57 +30.8%
360 CALL MONGODB INC 13,100.0 $350K 0.01% NEW $26.69
Page 18 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%