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Portfolio (Quarterly) Guide ↗

Northwest & Ethical Investments L.P.

· CIK 0002033536
13F Portfolio $4.4B AUM 501 positions Filed Feb 17, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 501 New
Page 4 of 26  ·  501 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 AZO AUTOZONE INC Consumer Cyclical 6,191.0 $21.0M 0.47% NEW $3391.50 -1.3%
62 ADI ANALOG DEVICES INC Technology 73,125.0 $19.8M 0.45% NEW $271.43 +52.6%
63 TFII TFI INTL INC Industrials 189,617.0 $19.6M 0.44% NEW $103.37 +37.8%
64 CL COLGATE PALMOLIVE CO Consumer Defensive 247,606.0 $19.6M 0.44% NEW $79.02 +13.9%
65 TRV TRAVELERS COMPANIES INC Financial Services 66,935.0 $19.4M 0.44% NEW $290.06 +5.5%
66 CARR CARRIER GLOBAL CORPORATION Industrials 363,968.0 $19.2M 0.43% NEW $52.84 +16.3%
67 NFLX NETFLIX INC Communication Services 203,555.0 $19.1M 0.43% NEW $93.76 -4.4%
68 BMO BANK MONTREAL QUE Financial Services 146,858.0 $19.1M 0.43% NEW $129.87 +18.7%
69 TRP TC ENERGY CORP Energy 344,536.0 $19.1M 0.43% NEW $55.31 +25.3%
70 CBOE CBOE GLOBAL MKTS INC Financial Services 75,852.0 $19.0M 0.43% NEW $251.00 +44.6%
71 AEE AMEREN CORP Utilities 188,068.0 $18.8M 0.42% NEW $99.86 +9.2%
72 CM CANADIAN IMPERIAL BANK OF CO Financial Services 205,685.0 $18.7M 0.42% NEW $90.76 +23.7%
73 IEX IDEX CORP Industrials 104,652.0 $18.6M 0.42% NEW $177.94 +17.2%
74 MDT MEDTRONIC PLC Healthcare 187,312.0 $18.0M 0.41% NEW $96.08 -19.5%
75 AEM AGNICO EAGLE MINES LTD Basic Materials 105,854.0 $18.0M 0.41% NEW $170.01 +2.0%
76 AOS SMITH A O CORP Industrials 267,047.0 $17.9M 0.40% NEW $66.88 -16.3%
77 RB GLOBAL INC 170,565.0 $17.6M 0.40% NEW $102.96
78 EMERA INC 354,955.0 $17.5M 0.39% NEW $49.28
79 TEL TE CONNECTIVITY PLC Technology 76,481.0 $17.4M 0.39% NEW $227.51 -11.9%
80 YUM YUM BRANDS INC Consumer Cyclical 106,265.0 $16.1M 0.36% NEW $151.28 +0.7%
Page 4 of 26  ·  501 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 25.6%
Financial Services 20.4%
Industrials 12.0%
Healthcare 10.7%
Consumer Cyclical 7.3%
Communication Services 7.2%
Basic Materials 4.6%
Energy 4.4%
Utilities 4.2%
Consumer Defensive 2.6%