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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 5 of 26  ·  501 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 UNH UNITEDHEALTH GROUP INC Healthcare 48,626.0 $16.1M 0.36% NEW $330.11 +17.9%
82 TMO THERMO FISHER SCIENTIFIC INC Healthcare 27,512.0 $15.9M 0.36% NEW $579.73 -22.8%
83 ADSK AUTODESK INC Technology 53,464.0 $15.8M 0.36% NEW $296.01 -17.7%
84 MFC MANULIFE FINL CORP Financial Services 432,219.0 $15.7M 0.35% NEW $36.33 +4.1%
85 WAT WATERS CORP Healthcare 41,223.0 $15.7M 0.35% NEW $379.83 -12.3%
86 VZ VERIZON COMMUNICATIONS INC Communication Services 380,988.0 $15.5M 0.35% NEW $40.73 +17.2%
87 BKNG BOOKING HOLDINGS INC Consumer Cyclical 2,867.0 $15.4M 0.34% NEW $5355.33 -97.1%
88 SHEL SHELL PLC Energy 205,606.0 $15.1M 0.34% NEW $73.48 +20.4%
89 DOO BRP INC Consumer Cyclical 213,427.0 $15.1M 0.34% NEW $70.77 -23.5%
90 PNR PENTAIR PLC Industrials 144,280.0 $15.0M 0.34% NEW $104.14 -30.9%
91 AVSE AMERICAN CENTY ETF TR 223,750.0 $14.5M 0.33% NEW $64.97 +18.3%
92 PG PROCTER AND GAMBLE CO Consumer Defensive 100,332.0 $14.4M 0.32% NEW $143.33 -1.4%
93 TXN TEXAS INSTRS INC Technology 81,559.0 $14.1M 0.32% NEW $173.49 +74.3%
94 SSNC SS&C TECHNOLOGIES HLDGS INC Technology 160,332.0 $14.0M 0.32% NEW $87.42 -24.2%
95 BNDX VANGUARD CHARLOTTE FDS 276,910.0 $13.4M 0.30% NEW $48.32 -0.8%
96 MSI MOTOROLA SOLUTIONS INC Technology 34,440.0 $13.2M 0.30% NEW $383.32 +4.0%
97 ITRI ITRON INC Technology 136,455.0 $12.7M 0.28% NEW $92.86 -16.0%
98 MRSH MARSH & MCLENNAN COS INC Financial Services 67,927.0 $12.6M 0.28% NEW $185.52 -10.5%
99 RELX RELX PLC Communication Services 303,144.0 $12.3M 0.28% NEW $40.42 -16.9%
100 SU SUNCOR ENERGY INC NEW Energy 270,565.0 $12.0M 0.27% NEW $44.39 +56.9%
Page 5 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%