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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 23 of 27  ·  522 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
441 RXO RXO INC Industrials 5,814.0 $158K 0.00% -18K -75.6% $27.21 -19.4%
442 TTWO TAKE-TWO INTERACTIVE SOFTWAR Communication Services 614.0 $152K 0.00% NEW $247.15 -4.6%
443 BKNG BOOKING HOLDINGS INC Consumer Cyclical 823.0 $150K 0.00% -558.0 -40.4% $182.41 +15.3%
444 SJM SMUCKER J M CO Consumer Defensive 1,273.0 $148K 0.00% -4K -76.2% $115.90 +11.4%
445 GWW WW GRAINGER INC Industrials 108.0 $146K 0.00% NEW $1353.29 -1.6%
446 OPLN OPENLANE INC Consumer Cyclical 3,477.0 $144K 0.00% -6K -62.2% $41.54 -16.7%
447 LASR NLIGHT INC Technology 2,195.0 $143K 0.00% -4K -62.2% $65.04 -32.0%
448 TPR TAPESTRY INC Consumer Cyclical 969.0 $142K 0.00% -4K -79.7% $146.56 -11.0%
449 GAU GALIANO GOLD INC Basic Materials 73,400.0 $137K 0.00% +44K +145.6% $1.87 +29.9%
450 DVN DEVON ENERGY CORP NEW Energy 3,249.0 $136K 0.00% NEW $41.99 +12.4%
451 TDS TELEPHONE & DATA SYS INC Communication Services 3,593.0 $136K 0.00% -6K -62.2% $37.87 -11.5%
452 SMA SMARTSTOP SELF STORAG REIT I Real Estate 4,102.0 $135K 0.00% -7K -62.2% $32.88 +3.5%
453 MCHP MICROCHIP TECHNOLOGY INC. Technology 1,509.0 $134K 0.00% -2K -62.3% $89.06 -17.3%
454 QURE UNIQURE NV Healthcare 2,823.0 $134K 0.00% NEW $47.39 +5.9%
455 SCHW SCHWAB CHARLES CORP Financial Services 1,455.0 $132K 0.00% -11K -87.9% $90.55 +19.9%
456 PPTA PERPETUA RESOURCES CORP Basic Materials 6,354.0 $131K 0.00% -10K -62.2% $20.62 +27.3%
457 CMCSA COMCAST CORP NEW Communication Services 5,299.0 $130K 0.00% -4K -44.2% $24.55 +10.4%
458 TTAN SERVICETITAN INC Technology 1,822.0 $128K 0.00% -3K -62.2% $70.20 +29.0%
459 EXP EAGLE MATLS INC Basic Materials 556.0 $127K 0.00% -839.0 -60.1% $227.68 -11.6%
460 TRULIEVE CANNABIS CORP 13,381.0 $124K 0.00% NEW $9.24
Page 23 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%