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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 27 of 27  ·  526 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
521 CALL COGNEX CORP 24,200.0 $19K NEW $0.79
522 PUT AMPRIUS TECHNOLOGIES INC 26,000.0 $17K NEW $0.66
523 CALL ATLASSIAN CORPORATION 11,400.0 $9K NEW $0.80
524 CALL KKR & CO INC 12,000.0 $9K NEW $0.73
525 CALL HUDBAY MINERALS INC 43,800.0 $4K NEW $0.09
526 CALL OR ROYALTIES INC. 21,900.0 $2K -20K -47.4% $0.11
Page 27 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%