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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 20 of 27  ·  522 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
381 DASH DOORDASH INC Communication Services 1,417.0 $262K 0.01% -2K -61.2% $184.82 +28.2%
382 FTAI AVIATION LTD 989.0 $261K 0.01% -308.0 -23.8% $263.62
383 BHC BAUSCH HEALTH COS INC Healthcare 52,822.0 $260K 0.01% +10K +22.2% $4.92 +32.2%
384 ROKU ROKU INC Communication Services 1,901.0 $260K 0.01% -2K -54.8% $136.53 +16.2%
385 FAST FASTENAL CO Industrials 5,375.0 $255K 0.01% -8K -61.0% $47.40 +7.9%
386 PROF PROFOUND MED CORP Healthcare 38,200.0 $254K 0.01% $6.64 +7.1%
387 TXN TEXAS INSTRS INC Technology 886.0 $253K 0.01% -8K -90.1% $285.48 -8.3%
388 ALHC ALIGNMENT HEALTHCARE INC Healthcare 10,412.0 $242K 0.01% -11K -52.1% $23.27 -40.3%
389 COHR COHERENT CORP Technology 615.0 $241K 0.01% -1K -62.1% $391.22 -24.8%
390 BDX BECTON DICKINSON & CO Healthcare 1,578.0 $239K 0.01% -1K -44.0% $151.33 +25.7%
391 HOOD ROBINHOOD MKTS INC Financial Services 2,345.0 $239K 0.01% -7K -74.9% $101.83 +6.6%
392 CAT CATERPILLAR INC Industrials 231.0 $239K 0.01% -371.0 -61.6% $1033.19 -20.4%
393 SOLARIS RES INC 27,919.0 $236K 0.01% -77K -73.3% $8.44
394 ETSY INC 200,000.0 $235K 0.01% NEW $1.18
395 SAIA SAIA INC Industrials 549.0 $234K 0.01% -980.0 -64.1% $425.71 -17.8%
396 NEBIUS GROUP N.V. 886.0 $231K 0.01% -2K -71.0% $261.15
397 EL LAUDER ESTEE COS INC Consumer Defensive 2,911.0 $231K 0.01% -23.0 -0.8% $79.37 +32.4%
398 VLO VALERO ENERGY CORP Energy 861.0 $229K 0.01% NEW $266.32 +30.7%
399 BSAC BANCO SANTANDER CHILE NEW Financial Services 6,908.0 $227K 0.01% NEW $32.93 +7.2%
400 PCAR PACCAR INC Industrials 1,900.0 $227K 0.01% -3K -60.3% $119.60 +8.1%
Page 20 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%