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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 23 of 27  ·  526 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
441 MRNA MODERNA INC Healthcare 6,716.0 $341K 0.01% -8K -54.5% $50.80 -6.3%
442 ICE INTERCONTINENTAL EXCHANGE IN Financial Services 2,045.0 $340K 0.01% -2K -49.3% $166.39 -16.4%
443 LASR NLIGHT INC Technology 5,811.0 $338K 0.01% NEW $58.20 +14.7%
444 KVYO KLAVIYO INC Technology 17,188.0 $330K 0.01% NEW $19.21 -20.8%
445 SMA SMARTSTOP SELF STORAG REIT I Real Estate 10,847.0 $329K 0.01% +972.0 +9.8% $30.37 +4.3%
446 AAOI APPLIED OPTOELECTRONICS INC Technology 3,064.0 $329K 0.01% NEW $107.45 +83.0%
447 FTAI AVIATION LTD 1,297.0 $320K 0.01% NEW $246.82
448 GE GE AEROSPACE Industrials 1,100.0 $318K 0.01% $288.69 +11.6%
449 ZYMEWORKS INC 12,244.0 $316K 0.01% +200.0 +1.7% $25.84
450 YETI YETI HLDGS INC Consumer Cyclical 8,556.0 $313K 0.01% -7K -44.4% $36.59 +29.5%
451 SKEENA RES LTD NEW 10,454.0 $311K 0.01% -70.0 -0.7% $29.76
452 ATS CORPORATION 10,983.0 $309K 0.01% +430.0 +4.1% $28.17
453 GUARDIAN METAL RES PLC 15,756.0 $309K 0.01% NEW $19.61
454 HPE HEWLETT PACKARD ENTERPRISE C Technology 12,379.0 $304K 0.01% NEW $24.58 +102.9%
455 TTAN SERVICETITAN INC Technology 4,821.0 $304K 0.01% -677.0 -12.3% $63.01 +15.8%
456 GALAXY DIGITAL INC. 16,194.0 $296K 0.01% NEW $18.28
457 TRIPLE FLAG PRECIOUS METAL 8,179.0 $284K 0.01% +4K +104.0% $34.70
458 CHWY CHEWY INC Consumer Cyclical 10,442.0 $277K 0.01% NEW $26.54 -24.1%
459 GNTX GENTEX CORP Consumer Cyclical 12,667.0 $277K 0.01% $21.86 +13.0%
460 OPLN OPENLANE INC Consumer Cyclical 9,200.0 $273K 0.01% $29.70 +22.7%
Page 23 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%