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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 20 of 27  ·  526 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
381 DASH DOORDASH INC Communication Services 3,655.0 $567K 0.01% +2K +134.6% $155.09 -1.7%
382 PCAR PACCAR INC Industrials 4,790.0 $567K 0.01% NEW $118.34 +0.1%
383 ERO ERO COPPER CORP Basic Materials 21,003.0 $559K 0.01% -27K -56.5% $26.63 +1.0%
384 SO SOUTHERN CO Utilities 5,579.0 $541K 0.01% NEW $96.95 -5.8%
385 MLI MUELLER INDS INC Industrials 4,739.0 $534K 0.01% -7K -60.2% $112.70 +18.2%
386 BIPC BROOKFIELD INFRASTRUCTURE CO Utilities 13,353.0 $527K 0.01% +310.0 +2.4% $39.49 +3.2%
387 EXPAND ENERGY CORPORATION 5,089.0 $527K 0.01% +2K +54.7% $103.55
388 DEO DIAGEO PLC Consumer Defensive 7,075.0 $527K 0.01% $74.45 +7.8%
389 BRZE BRAZE INC Technology 22,680.0 $524K 0.01% +3K +14.6% $23.12 -0.2%
390 AKAM AKAMAI TECHNOLOGIES INC Technology 4,500.0 $516K 0.01% +800.0 +21.6% $114.60 +23.8%
391 BKD BROOKDALE SR LIVING INC Healthcare 37,077.0 $515K 0.01% +13K +52.6% $13.89 -14.5%
392 BKR BAKER HUGHES COMPANY Energy 8,469.0 $514K 0.01% $60.70 +6.8%
393 SJM SMUCKER J M CO Consumer Defensive 5,344.0 $509K 0.01% -8K -61.1% $95.22 +6.9%
394 WRBY WARBY PARKER INC Healthcare 23,286.0 $491K 0.01% $21.07 +7.8%
395 PPTA PERPETUA RESOURCES CORP Basic Materials 16,800.0 $491K 0.01% $29.20 -21.5%
396 ASML ASML HLDG NV Technology 368.0 $480K 0.01% +22.0 +6.4% $1304.01 +34.1%
397 TCBI TEXAS CAP BANCSHARES INC Financial Services 4,900.0 $476K 0.01% $97.10 +3.6%
398 PBR PETROLEO BRASILEIRO S A Energy 22,800.0 $473K 0.01% NEW $20.75 -14.5%
399 PETROLEO BRASILEIRO S A 24,719.0 $463K 0.01% NEW $18.75
400 TTD THE TRADE DESK INC Technology 20,375.0 $462K 0.01% $22.69 -14.4%
Page 20 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%