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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 7 of 27  ·  526 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 ORLY OREILLY AUTOMOTIVE INC Consumer Cyclical 89,976.0 $8.3M 0.19% -32K -25.9% $92.31 -3.6%
122 AWK AMERICAN WTR WKS CO INC NEW Utilities 60,942.0 $8.3M 0.19% +35K +134.5% $136.09 -10.0%
123 AXP AMERICAN EXPRESS CO Financial Services 27,127.0 $8.2M 0.19% +182.0 +0.7% $302.48 +3.2%
124 WFG WEST FRASER TIMBER LTD Basic Materials 124,969.0 $8.2M 0.19% +95K +315.6% $65.27 +1.1%
125 ADP AUTOMATIC DATA PROCESSING IN Industrials 39,039.0 $7.9M 0.18% -1K -3.1% $203.18 +12.7%
126 BERKSHIRE HATHAWAY INC DEL 16,530.0 $7.9M 0.18% +3K +18.9% $479.13
127 HAL HALLIBURTON CO Energy 199,605.0 $7.8M 0.18% NEW $38.99 +3.9%
128 MELI MERCADOLIBRE INC Consumer Cyclical 4,500.0 $7.8M 0.18% -1K -18.2% $1729.02 -6.8%
129 BEP BROOKFIELD RENEWABLE ENERGY Utilities 235,440.0 $7.7M 0.18% +11K +4.7% $32.89 +11.1%
130 QSR RESTAURANT BRANDS INTL INC Consumer Cyclical 102,440.0 $7.6M 0.18% +1K +1.4% $74.32 -3.8%
131 CLS CELESTICA INC Technology 25,764.0 $7.4M 0.17% +6K +28.7% $286.19 +35.0%
132 EXC EXELON CORP Utilities 149,724.0 $7.3M 0.17% -85K -36.3% $49.02 -8.6%
133 C CITIGROUP INC Financial Services 63,530.0 $7.2M 0.17% -10K -13.4% $113.76 +17.2%
134 OTEX OPEN TEXT CORP Technology 318,545.0 $7.1M 0.16% +66K +26.2% $22.27 +1.1%
135 QCOM QUALCOMM INC Technology 52,087.0 $6.7M 0.15% +4K +8.3% $128.78 +69.1%
136 NICE NICE LTD Technology 60,713.0 $6.7M 0.15% -11K -15.0% $110.26 -17.2%
137 MDLZ MONDELEZ INTL INC Consumer Defensive 115,993.0 $6.7M 0.15% +79K +211.5% $57.64 +6.9%
138 TECK TECK RESOURCES LTD Basic Materials 122,710.0 $6.4M 0.15% +1K +1.0% $52.17 +19.0%
139 KGC KINROSS GOLD CORP Basic Materials 207,215.0 $6.3M 0.15% +18K +9.3% $30.55 -15.4%
140 THG HANOVER INS GROUP INC Financial Services 36,370.0 $6.3M 0.15% -6K -14.1% $173.35 +10.1%
Page 7 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%