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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 3 of 27  ·  522 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 CL COLGATE PALMOLIVE CO Consumer Defensive 302,329.0 $27.7M 0.65% -49K -13.9% $91.69 -0.5%
42 TT TRANE TECHNOLOGIES PLC Industrials 56,128.0 $27.6M 0.64% +15K +35.5% $491.16 -7.3%
43 IEFA ISHARES TR 284,870.0 $27.5M 0.64% NEW $96.58 +4.9%
44 FNV FRANCO NEV CORP Basic Materials 130,157.0 $27.1M 0.63% -17K -11.8% $208.35 +30.0%
45 SNPS SYNOPSYS INC Technology 55,308.0 $24.7M 0.57% +1K +2.1% $446.07 -8.5%
46 MGA MAGNA INTL INC Consumer Cyclical 371,516.0 $24.4M 0.57% -34K -8.3% $65.66 +1.0%
47 CM CANADIAN IMPERIAL BANK OF CO Financial Services 210,159.0 $24.2M 0.56% +38K +21.9% $115.02 +2.8%
48 TRV TRAVELERS COMPANIES INC Financial Services 71,736.0 $23.7M 0.55% -10K -12.7% $330.12 +12.0%
49 DE DEERE & CO Industrials 37,211.0 $23.6M 0.55% +36K +3342.3% $634.28 -0.5%
50 APTIV PLC 381,929.0 $23.4M 0.55% -44K -10.2% $61.38
51 CTAS CINTAS CORP Industrials 137,123.0 $23.3M 0.54% +113K +476.1% $170.07 +20.2%
52 FTS FORTIS INC Utilities 406,892.0 $23.3M 0.54% +22K +5.8% $57.22 -3.5%
53 ASML ASML HLDG NV Technology 11,583.0 $23.0M 0.54% +11K +3047.6% $1988.38 -12.6%
54 AEE AMEREN CORP Utilities 201,428.0 $22.8M 0.53% +13K +7.1% $113.04 -5.0%
55 MRVL MARVELL TECHNOLOGY INC Technology 74,312.0 $22.1M 0.52% -153K -67.2% $297.55 -19.6%
56 RNR RENAISSANCERE HLDGS LTD Financial Services 69,599.0 $22.1M 0.51% -4K -6.1% $316.90 +3.7%
57 VLTO VERALTO CORP Industrials 247,471.0 $21.9M 0.51% +33K +15.3% $88.68 +11.6%
58 STN STANTEC INC Industrials 315,321.0 $21.7M 0.51% +95K +43.0% $68.90 +6.7%
59 HUBB HUBBELL INC Industrials 40,264.0 $21.1M 0.49% -25K -38.5% $523.20 -11.1%
60 SUNC SUNOCOCORP LLC Energy 309,107.0 $20.9M 0.49% -117K -27.5% $67.68 +12.3%
Page 3 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%