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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 22 of 27  ·  526 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
421 VET VERMILION ENERGY INC Energy 28,561.0 $393K 0.01% +9K +46.2% $13.77 -15.6%
422 TIMB TIM S A Communication Services 14,600.0 $387K 0.01% NEW $26.49 -19.6%
423 DNN DENISON MINES CORP Energy 104,379.0 $370K 0.01% +1K +1.1% $3.54 -13.3%
424 TAC TRANSALTA CORP Utilities 27,982.0 $368K 0.01% -2K -7.3% $13.14 -4.8%
425 BIIB BIOGEN INC Healthcare 2,000.0 $367K 0.01% $183.33 +5.1%
426 RXO RXO INC Industrials 23,794.0 $365K 0.01% NEW $15.33 +83.1%
427 BAYTEX ENERGY CORP 81,625.0 $365K 0.01% +6K +7.8% $4.47
428 NG NOVAGOLD RESOURCES INC Basic Materials 40,427.0 $364K 0.01% +2K +4.6% $9.00 -19.8%
429 IFF INTERNATIONAL FLAVORS&FRAGRA Basic Materials 4,990.0 $359K 0.01% NEW $71.85 +1.0%
430 ALMONTY INDS INC 22,177.0 $356K 0.01% NEW $16.07
431 WH WYNDHAM HOTELS & RESORTS INC Consumer Cyclical 4,269.0 $356K 0.01% NEW $83.33 -1.6%
432 VIKING HOLDINGS LTD 4,800.0 $353K 0.01% +1K +37.1% $73.44
433 EXK ENDEAVOUR SILVER CORP Basic Materials 37,618.0 $351K 0.01% +390.0 +1.1% $9.32 -13.8%
434 VIPS VIPSHOP HLDGS LTD Consumer Cyclical 22,300.0 $351K 0.01% NEW $15.72 -12.8%
435 BJ BJS WHSL CLUB HLDGS INC Consumer Defensive 3,652.0 $349K 0.01% NEW $95.59 -4.2%
436 MIRM MIRUM PHARMACEUTICALS INC Healthcare 3,600.0 $346K 0.01% NEW $96.24 -2.8%
437 CTRA COTERRA ENERGY INC Energy 9,928.0 $344K 0.01% NEW $34.69 -6.1%
438 NEBIUS GROUP N.V. 3,056.0 $344K 0.01% NEW $112.54
439 INTEGRA RES CORP 126,952.0 $343K 0.01% -115K -47.6% $2.70
440 MGNI MAGNITE INC Communication Services 28,181.0 $343K 0.01% +11K +59.8% $12.16 +20.3%
Page 22 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%