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Portfolio (Quarterly) Guide ↗

Northwest & Ethical Investments L.P.

· CIK 0002033536
13F Portfolio $4.4B AUM 501 positions Filed Feb 17, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 501 New
Page 9 of 26  ·  501 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 CCJ CAMECO CORP Energy 61,427.0 $5.6M 0.13% NEW $91.46 +15.0%
162 EA ELECTRONIC ARTS INC Communication Services 27,479.0 $5.6M 0.13% NEW $204.33 -1.8%
163 AMP AMERIPRISE FINL INC Financial Services 11,169.0 $5.5M 0.12% NEW $490.34 -3.9%
164 FAST FASTENAL CO Industrials 134,573.0 $5.4M 0.12% NEW $40.21 +7.6%
165 KGC KINROSS GOLD CORP Basic Materials 189,615.0 $5.3M 0.12% NEW $28.17 +0.8%
166 DIS DISNEY WALT CO Communication Services 46,203.0 $5.3M 0.12% NEW $113.77 -9.7%
167 CDP COPT DEFENSE PROPERTIES Real Estate 188,377.0 $5.2M 0.12% NEW $27.80 +14.4%
168 EVEREST GROUP LTD 15,424.0 $5.2M 0.12% NEW $339.35
169 CWEN CLEARWAY ENERGY INC Utilities 156,368.0 $5.2M 0.12% NEW $33.26 +9.3%
170 RNW RENEW ENERGY GLOBAL PLC Utilities 895,566.0 $5.1M 0.11% NEW $5.65 -5.3%
171 VRTX VERTEX PHARMACEUTICALS INC Healthcare 11,104.0 $5.0M 0.11% NEW $453.36 -3.6%
172 CPRT COPART INC Industrials 128,295.0 $5.0M 0.11% NEW $39.16 -17.5%
173 THOMSON REUTERS CORP 37,728.0 $5.0M 0.11% NEW $132.09
174 EXR EXTRA SPACE STORAGE INC Real Estate 37,800.0 $4.9M 0.11% NEW $130.22 +5.1%
175 CI THE CIGNA GROUP Healthcare 17,833.0 $4.9M 0.11% NEW $275.23 +4.2%
176 ADT ADT INC DEL Industrials 607,180.0 $4.9M 0.11% NEW $8.07 -13.5%
177 LOW LOWES COS INC Consumer Cyclical 19,848.0 $4.8M 0.11% NEW $241.16 -9.4%
178 WY WEYERHAEUSER CO MTN BE Real Estate 200,967.0 $4.8M 0.11% NEW $23.69 -4.3%
179 ED CONSOLIDATED EDISON INC Utilities 47,912.0 $4.8M 0.11% NEW $99.32 +6.1%
180 BOYD GROUP SERVICES INC 29,766.0 $4.8M 0.11% NEW $159.61
Page 9 of 26  ·  501 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 25.6%
Financial Services 20.4%
Industrials 12.0%
Healthcare 10.7%
Consumer Cyclical 7.3%
Communication Services 7.2%
Basic Materials 4.6%
Energy 4.4%
Utilities 4.2%
Consumer Defensive 2.6%