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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 5 of 27  ·  526 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 TT TRANE TECHNOLOGIES PLC Industrials 41,430.0 $17.3M 0.40% +17K +69.6% $416.74 +10.1%
82 AOS SMITH A O CORP Industrials 256,626.0 $16.9M 0.39% -10K -3.9% $65.94 -13.1%
83 CM CANADIAN IMPERIAL BANK OF CO Financial Services 172,397.0 $16.3M 0.38% -33K -16.2% $94.79 +15.5%
84 RB GLOBAL INC 168,303.0 $16.1M 0.37% -2K -1.3% $95.87
85 TEL TE CONNECTIVITY PLC Technology 73,497.0 $15.4M 0.35% -3K -3.9% $209.02 -1.6%
86 YUM YUM BRANDS INC Consumer Cyclical 95,590.0 $14.9M 0.34% -11K -10.1% $155.48 -3.0%
87 DOO BRP INC Consumer Cyclical 203,205.0 $14.6M 0.34% -10K -4.8% $71.94 -15.8%
88 NOW SERVICENOW INC Technology 138,397.0 $14.5M 0.34% -21K -13.2% $104.55 +9.2%
89 MFC MANULIFE FINL CORP Financial Services 418,622.0 $14.4M 0.33% -14K -3.1% $34.48 +12.8%
90 TMO THERMO FISHER SCIENTIFIC INC Healthcare 27,767.0 $13.6M 0.32% +255.0 +0.9% $491.30 -4.4%
91 NTR NUTRIEN LTD Basic Materials 173,214.0 $13.1M 0.30% -15K -7.8% $75.45 -10.8%
92 ETN EATON CORP PLC Industrials 35,355.0 $12.6M 0.29% +9K +31.8% $357.67 +12.7%
93 T AT&T INC Communication Services 432,797.0 $12.5M 0.29% +274K +172.3% $28.97 -22.3%
94 IMO IMPERIAL OIL LTD Energy 95,292.0 $12.5M 0.29% -2K -2.5% $130.90 -6.4%
95 TJX TJX COS INC NEW Consumer Cyclical 77,876.0 $12.5M 0.29% +12K +19.1% $159.95 -0.1%
96 CVE CENOVUS ENERGY INC Energy 455,413.0 $12.1M 0.28% -45K -9.0% $26.64 +7.8%
97 MTB M & T BK CORP Financial Services 57,469.0 $11.9M 0.28% +1K +1.8% $206.72 +7.7%
98 MNST MONSTER BEVERAGE CORP NEW Consumer Defensive 163,233.0 $11.8M 0.27% +71K +76.9% $72.46 +22.1%
99 QXO QXO INC Industrials 607,869.0 $11.8M 0.27% NEW $19.42 -20.0%
100 ADSK AUTODESK INC Technology 49,196.0 $11.8M 0.27% -4K -8.0% $239.40 -6.0%
Page 5 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%