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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 6 of 27  ·  522 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 NOW SERVICENOW INC Technology 107,604.0 $10.7M 0.25% -31K -22.2% $99.28 +27.9%
102 KO COCA COLA CO Consumer Defensive 127,972.0 $10.4M 0.24% -6K -4.3% $81.33 +12.7%
103 MTB M & T BK CORP Financial Services 43,265.0 $10.3M 0.24% -14K -24.7% $238.01 +1.0%
104 ULTA ULTA BEAUTY INC Consumer Cyclical 22,620.0 $10.2M 0.24% +486.0 +2.2% $450.98 +19.1%
105 TU TELUS CORPORATION Communication Services 954,144.0 $10.1M 0.23% +201K +26.7% $10.56 -7.0%
106 SPOT SPOTIFY TECHNOLOGY S A Communication Services 21,771.0 $10.0M 0.23% +19K +599.1% $459.19 +20.3%
107 USFD US FOODS HLDG CORP Consumer Defensive 96,899.0 $9.9M 0.23% +29K +43.6% $102.25 +6.5%
108 NFLX NETFLIX INC. Communication Services 136,591.0 $9.8M 0.23% -138K -50.3% $71.40 +15.2%
109 BCE BCE INC Communication Services 450,644.0 $9.7M 0.23% +53K +13.4% $21.52 +9.6%
110 PBA PEMBINA PIPELINE CORP Energy 202,103.0 $9.3M 0.22% -21K -9.5% $46.22 +4.1%
111 B BARRICK MNG CORP Basic Materials 246,773.0 $9.1M 0.21% -33K -11.7% $36.76 +33.0%
112 RELX RELX PLC Communication Services 281,698.0 $8.9M 0.21% +18K +6.8% $31.67 +13.3%
113 CCJ CAMECO CORP Energy 86,163.0 $8.8M 0.20% +9K +12.3% $101.99 +4.9%
114 IHG INTERCONTINENTAL HOTELS GROU Consumer Cyclical 50,240.0 $8.7M 0.20% NEW $173.12 -5.4%
115 VZ VERIZON COMMUNICATIONS INC Communication Services 203,049.0 $8.6M 0.20% -181K -47.2% $42.34 +18.7%
116 IMO IMPERIAL OIL LTD Energy 73,762.0 $8.3M 0.19% -22K -22.6% $112.17 +17.2%
117 QSR RESTAURANT BRANDS INTL INC Consumer Cyclical 111,449.0 $8.1M 0.19% +9K +8.8% $72.47 +12.5%
118 CLS CELESTICA INC Technology 22,331.0 $8.1M 0.19% -3K -13.3% $361.11 -15.0%
119 INTU INTUIT Technology 30,436.0 $7.9M 0.18% -20K -40.1% $261.00 +37.0%
120 WTW WILLIS TOWERS WATSON PLC LTD Financial Services 29,703.0 $7.8M 0.18% $261.37 +32.7%
Page 6 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%