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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 6 of 27  ·  526 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 ULTA ULTA BEAUTY INC Consumer Cyclical 22,134.0 $11.6M 0.27% +22K +5802.4% $522.71 -11.5%
102 B BARRICK MNG CORP Basic Materials 279,477.0 $11.4M 0.27% +74K +35.8% $40.93 -3.6%
103 UNH UNITEDHEALTH GROUP INC Healthcare 40,556.0 $11.0M 0.25% -8K -16.6% $270.59 +50.3%
104 WPM WHEATON PRECIOUS METALS CORP Basic Materials 82,199.0 $10.9M 0.25% -17K -17.3% $132.10 -12.0%
105 DLR DIGITAL RLTY TR INC Real Estate 59,559.0 $10.7M 0.25% NEW $180.21 +1.1%
106 CB CHUBB LTD SWITZ Financial Services 32,262.0 $10.5M 0.24% +10K +42.7% $325.93 -1.2%
107 PFE PFIZER INC Healthcare 370,572.0 $10.4M 0.24% -45K -10.9% $28.08 -8.8%
108 KO COCA COLA CO Consumer Defensive 133,776.0 $10.2M 0.24% -37K -21.4% $76.19 +4.4%
109 KR KROGER CO Consumer Defensive 138,699.0 $10.0M 0.23% -3K -2.2% $72.36 -13.0%
110 BCE BCE INC Communication Services 397,331.0 $10.0M 0.23% -75K -15.8% $25.22 -4.1%
111 PBA PEMBINA PIPELINE CORP Energy 223,285.0 $10.0M 0.23% -52K -19.0% $44.73 +8.1%
112 ABT ABBOTT LABORATORIES Healthcare 95,938.0 $9.8M 0.23% +33K +52.4% $102.67 -11.9%
113 AMT AMERICAN TOWER CORP Real Estate 56,335.0 $9.7M 0.23% +5K +9.3% $172.58 +9.6%
114 TU TELUS CORPORATION Communication Services 753,234.0 $9.7M 0.22% +61K +8.8% $12.84 -5.3%
115 CME CME GROUP INC Financial Services 32,592.0 $9.6M 0.22% +816.0 +2.6% $295.68 -14.8%
116 AAON AAON INC Industrials 113,416.0 $9.4M 0.22% -5K -3.9% $82.75 +59.6%
117 RELX RELX PLC Communication Services 263,640.0 $8.7M 0.20% -40K -13.0% $33.15 +4.1%
118 WTW WILLIS TOWERS WATSON PLC LTD Financial Services 29,703.0 $8.6M 0.20% +2K +7.5% $290.70 -9.3%
119 JNJ JOHNSON & JOHNSON Healthcare 35,187.0 $8.6M 0.20% -20K -36.5% $244.22 -4.9%
120 CCJ CAMECO CORP Energy 76,706.0 $8.4M 0.19% +15K +24.9% $109.23 -3.5%
Page 6 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%