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Portfolio (Quarterly) Guide ↗

Northwest & Ethical Investments L.P.

· CIK 0002033536
13F Portfolio $4.4B AUM 501 positions Filed Feb 17, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 501 New
Page 21 of 26  ·  501 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
401 EXP EAGLE MATLS INC Basic Materials 2,196.0 $462K 0.01% NEW $210.21 -6.4%
402 CVNA CARVANA CO Consumer Cyclical 1,062.0 $456K 0.01% NEW $429.82 -84.6%
403 CRM SALESFORCE INC Technology 1,700.0 $452K 0.01% NEW $266.02 -32.5%
404 TCBI TEXAS CAP BANCSHARES INC Financial Services 4,900.0 $450K 0.01% NEW $91.92 +6.0%
405 MU MICRON TECHNOLOGY INC Technology 1,500.0 $439K 0.01% NEW $292.63 +132.9%
406 INSM INSMED INC Healthcare 2,500.0 $435K 0.01% NEW $174.09 -38.5%
407 MRNA MODERNA INC Healthcare 14,752.0 $435K 0.01% NEW $29.49 +63.1%
408 GRANITE REAL ESTATE INVT TR 7,293.0 $434K 0.01% NEW $59.53
409 DIGITALBRIDGE GROUP INC 28,323.0 $433K 0.01% NEW $15.28
410 AMKR AMKOR TECHNOLOGY INC Technology 10,600.0 $428K 0.01% NEW $40.40 +63.5%
411 DE DEERE & CO Industrials 896.0 $421K 0.01% NEW $470.08 +20.1%
412 BHC BAUSCH HEALTH COS INC Healthcare 59,984.0 $417K 0.01% NEW $6.94 -23.1%
413 ALHC ALIGNMENT HEALTHCARE INC Healthcare 21,571.0 $415K 0.01% NEW $19.24 -15.4%
414 PPTA PERPETUA RESOURCES CORP Basic Materials 16,800.0 $411K 0.01% NEW $24.48 +8.8%
415 AJG GALLAGHER ARTHUR J & CO Financial Services 1,565.0 $410K 0.01% NEW $261.94 -20.9%
416 SLG SL GREEN RLTY CORP Real Estate 8,769.0 $405K 0.01% NEW $46.22 -7.1%
417 BKR BAKER HUGHES COMPANY Energy 8,469.0 $390K 0.01% NEW $46.09 +43.6%
418 EMN EASTMAN CHEM CO Basic Materials 6,050.0 $386K 0.01% NEW $63.83 +11.1%
419 IBKR INTERACTIVE BROKERS GROUP IN Financial Services 5,907.0 $384K 0.01% NEW $65.00 +32.5%
420 TAC TRANSALTA CORP Utilities 30,172.0 $382K 0.01% NEW $12.65 -1.5%
Page 21 of 26  ·  501 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 25.6%
Financial Services 20.4%
Industrials 12.0%
Healthcare 10.7%
Consumer Cyclical 7.3%
Communication Services 7.2%
Basic Materials 4.6%
Energy 4.4%
Utilities 4.2%
Consumer Defensive 2.6%