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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 7 of 27  ·  522 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 TECK TECK RESOURCES LTD Basic Materials 126,826.0 $7.5M 0.17% +4K +3.4% $59.31 +20.8%
122 KGC KINROSS GOLD CORP Basic Materials 293,547.0 $6.9M 0.16% +86K +41.7% $23.65 +41.6%
123 KEYS KEYSIGHT TECHNOLOGIES INC Technology 19,800.0 $6.9M 0.16% NEW $350.07 -8.6%
124 CDP COPT DEFENSE PROPERTIES Real Estate 188,377.0 $6.9M 0.16% $36.39 +3.2%
125 TJX TJX COS INC NEW Consumer Cyclical 41,082.0 $6.2M 0.14% -37K -47.2% $151.48 -7.9%
126 ORLY OREILLY AUTOMOTIVE INC Consumer Cyclical 67,320.0 $6.2M 0.14% -23K -25.2% $92.09 -1.9%
127 OTEX OPEN TEXT CORP Technology 275,491.0 $6.1M 0.14% -43K -13.5% $22.11 +10.2%
128 CB CHUBB LIMITED Financial Services 15,869.0 $5.4M 0.13% -16K -50.8% $340.74 +0.7%
129 AXP AMERICAN EXPRESS CO Financial Services 15,956.0 $5.4M 0.13% -11K -41.2% $338.25 -0.7%
130 EVEREST GROUP LTD 15,070.0 $5.4M 0.12% +4K +41.7% $357.23
131 PFE PFIZER INC Healthcare 221,058.0 $5.3M 0.12% -150K -40.4% $24.08 +18.6%
132 JNJ JOHNSON & JOHNSON Healthcare 20,023.0 $5.1M 0.12% -15K -43.1% $254.34 +7.4%
133 BEP BROOKFIELD RENEWABLE ENERGY Utilities 145,380.0 $5.1M 0.12% -90K -38.2% $34.77 -5.6%
134 C CITIGROUP INC Financial Services 35,910.0 $5.0M 0.12% -28K -43.5% $140.21 -5.0%
135 PAAS PAN AMERN SILVER CORP Basic Materials 110,563.0 $4.9M 0.12% +16K +16.8% $44.76 +21.1%
136 T AT&T INC Communication Services 232,996.0 $4.8M 0.11% -200K -46.2% $20.70 +24.5%
137 RNW RENEW ENERGY GLOBAL PLC Utilities 752,896.0 $4.7M 0.11% -194K -20.5% $6.25 +9.0%
138 EXC EXELON CORP Utilities 100,677.0 $4.7M 0.11% -49K -32.8% $46.62 -5.0%
139 AMT AMERICAN TOWER CORP Real Estate 28,488.0 $4.7M 0.11% -28K -49.4% $163.57 +9.2%
140 EXR EXTRA SPACE STORAGE INC Real Estate 31,965.0 $4.6M 0.11% -12K -27.7% $145.30 -0.3%
Page 7 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%