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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 19 of 27  ·  522 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
361 MDB MONGODB INC Technology 1,030.0 $348K 0.01% -2K -59.4% $338.21 +20.1%
362 DHI D R HORTON INC Consumer Cyclical 2,093.0 $344K 0.01% -2K -52.0% $164.23 -9.1%
363 CWST CASELLA WASTE SYS INC Industrials 3,638.0 $343K 0.01% -3K -48.1% $94.28 -0.6%
364 ELAN ELANCO ANIMAL HEALTH INC Healthcare 13,829.0 $342K 0.01% -17K -55.4% $24.74 +1.4%
365 CLH CLEAN HARBORS INC Industrials 1,115.0 $334K 0.01% -2K -62.3% $299.80 +4.6%
366 TRIPLE FLAG PRECIOUS METAL 10,939.0 $327K 0.01% +3K +33.7% $29.93
367 VLYPN VALLEY NATL BANCORP 21,901.0 $321K 0.01% -36K -62.2% $14.65
368 GNTX GENTEX CORP Consumer Cyclical 12,667.0 $320K 0.01% $25.27 -5.5%
369 CAH CARDINAL HEALTH INC Healthcare 1,335.0 $315K 0.01% -3K -71.1% $236.22 +0.9%
370 EVRG EVERGY INC Utilities 3,549.0 $309K 0.01% -6K -62.2% $87.01 -5.5%
371 WMB WILLIAMS COS INC Energy 4,102.0 $308K 0.01% -6K -60.2% $75.06 -0.9%
372 ANGLOGOLD ASHANTI PLC 3,687.0 $302K 0.01% -7K -65.5% $81.79
373 APOS APOLLO GLOBAL MGMT INC 2,619.0 $301K 0.01% -4K -62.2% $114.85
374 OVV OVINTIV INC Energy 5,605.0 $298K 0.01% -8K -58.5% $53.18 +21.3%
375 TWLO TWILIO INC Communication Services 1,458.0 $290K 0.01% -2K -55.4% $198.77 +14.9%
376 LITE LUMENTUM HLDGS INC Technology 331.0 $282K 0.01% -533.0 -61.7% $851.40 +10.3%
377 GLW CORNING INC Technology 1,081.0 $276K 0.01% -7K -86.1% $255.69 -40.2%
378 KKR KKR & CO INC 3,097.0 $276K 0.01% -8K -73.3% $88.97
379 TLN TALEN ENERGY CORP Utilities 684.0 $273K 0.01% -2K -70.6% $399.34 -23.3%
380 HBAN HUNTINGTON BANCSHARES INC Financial Services 15,050.0 $268K 0.01% -22K -59.2% $17.82 -4.4%
Page 19 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%