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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 21 of 27  ·  526 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
401 EMN EASTMAN CHEM CO Basic Materials 6,050.0 $462K 0.01% $76.32 -6.1%
402 KEX KIRBY CORP Industrials 3,328.0 $457K 0.01% +1K +75.2% $137.29 +3.2%
403 PL PLANET LABS PBC Industrials 12,980.0 $455K 0.01% NEW $35.02 -6.5%
404 GL GLOBE LIFE INC Financial Services 3,120.0 $447K 0.01% -1K -28.4% $143.36 +9.6%
405 BDX BECTON DICKINSON & CO Healthcare 2,818.0 $443K 0.01% NEW $157.23 -4.6%
406 SN SHARKNINJA INC Consumer Cyclical 4,081.0 $443K 0.01% +800.0 +24.4% $108.48 +9.0%
407 PRIM PRIMORIS SVCS CORP Industrials 3,005.0 $441K 0.01% +408.0 +15.7% $146.69 -16.3%
408 MEOH METHANEX CORP Basic Materials 7,323.0 $436K 0.01% -20K -73.6% $59.55 -2.1%
409 CAT CATERPILLAR INC Industrials 602.0 $434K 0.01% NEW $721.24 +27.0%
410 TDS TELEPHONE & DATA SYS INC Communication Services 9,500.0 $431K 0.01% NEW $45.35 -13.5%
411 TWLO TWILIO INC Communication Services 3,272.0 $430K 0.01% NEW $131.53 +61.6%
412 REGN REGENERON PHARMACEUTICALS Healthcare 561.0 $428K 0.01% -154.0 -21.5% $763.22 -19.9%
413 ROKU ROKU INC Communication Services 4,202.0 $413K 0.01% +2K +61.6% $98.20 +25.8%
414 GRANITE REAL ESTATE INVT TR 7,003.0 $412K 0.01% -290.0 -4.0% $58.76
415 VST VISTRA CORP Utilities 2,713.0 $411K 0.01% -1K -33.1% $151.61 -3.1%
416 SEI SOLARIS ENERGY INFRAS INC Energy 7,453.0 $411K 0.01% NEW $55.16 +30.9%
417 COHR COHERENT CORP Technology 1,623.0 $411K 0.01% NEW $253.22 +58.7%
418 SF STIFEL FINL CORP Financial Services 5,587.0 $409K 0.01% -2K -30.2% $73.16 -3.9%
419 ALHC ALIGNMENT HEALTHCARE INC Healthcare 21,741.0 $406K 0.01% +170.0 +0.8% $18.67 -17.8%
420 IBKR INTERACTIVE BROKERS GROUP IN Financial Services 5,907.0 $405K 0.01% $68.62 +27.3%
Page 21 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%