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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 22 of 27  ·  522 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
421 VIKING HOLDINGS LTD 1,814.0 $190K 0.00% -3K -62.2% $104.95
422 TCBI TEXAS CAP BANCSHARES INC Financial Services 1,851.0 $190K 0.00% -3K -62.2% $102.72 -3.7%
423 ONTO ONTO INNOVATION INC Technology 539.0 $189K 0.00% -329.0 -37.9% $351.45 -18.0%
424 RDNT RADNET INC Healthcare 3,188.0 $189K 0.00% -10K -75.2% $59.28 +28.2%
425 FIVE FIVE BELOW INC Consumer Cyclical 1,043.0 $186K 0.00% -2K -68.0% $178.23 +45.5%
426 DELL DELL TECHNOLOGIES INC Technology 448.0 $186K 0.00% NEW $414.61 +11.9%
427 OKTA OKTA INC Technology 1,389.0 $182K 0.00% NEW $131.31 -1.2%
428 SXT SENSIENT TECHNOLOGIES CORP Basic Materials 1,496.0 $177K 0.00% NEW $118.56 +15.0%
429 HAS HASBRO INC Consumer Cyclical 2,073.0 $175K 0.00% -7K -78.0% $84.44 +14.8%
430 KEX KIRBY CORP Industrials 1,255.0 $172K 0.00% -2K -62.3% $137.43 +1.4%
431 VIZSLA SILVER CORP 52,300.0 $172K 0.00% +28K +119.1% $3.28
432 GL GLOBE LIFE INC Financial Services 952.0 $171K 0.00% -2K -69.5% $179.25 -2.6%
433 EW EDWARDS LIFESCIENCES CORP Healthcare 1,878.0 $170K 0.00% -27K -93.6% $90.46 +0.3%
434 WH WYNDHAM HOTELS & RESORTS INC Consumer Cyclical 1,955.0 $170K 0.00% -2K -54.2% $86.71 -11.7%
435 VST VISTRA CORP Utilities 1,024.0 $166K 0.00% -2K -62.3% $162.42 -13.3%
436 GE GE AEROSPACE Industrials 443.0 $166K 0.00% -657.0 -59.7% $373.71 -5.1%
437 AJG GALLAGHER ARTHUR J & CO Financial Services 722.0 $164K 0.00% -391.0 -35.1% $227.12 +18.4%
438 ARMK ARAMARK Industrials 2,894.0 $163K 0.00% NEW $56.23 +5.3%
439 AKAM AKAMAI TECHNOLOGIES INC Technology 1,419.0 $161K 0.00% -3K -68.5% $113.80 -5.5%
440 NG NOVAGOLD RESOURCES INC Basic Materials 26,897.0 $161K 0.00% -14K -33.5% $5.97 +61.2%
Page 22 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%