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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 9 of 27  ·  522 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 ADT ADT INC DEL Industrials 569,170.0 $3.7M 0.09% $6.50 +14.3%
162 ENERFLEX LTD 149,353.0 $3.7M 0.09% -4K -2.7% $24.53
163 GIL GILDAN ACTIVEWEAR INC Consumer Cyclical 69,750.0 $3.6M 0.08% -13K -16.0% $51.52 +6.0%
164 FMX FOMENTO ECONOMICO MEXICANO S Consumer Defensive 28,048.0 $3.6M 0.08% NEW $127.90 -3.3%
165 CTVA CORTEVA INC Basic Materials 40,531.0 $3.4M 0.08% -32K -44.2% $84.69 -1.9%
166 HPQ HP INC Technology 155,557.0 $3.4M 0.08% -158K -50.4% $21.94 +34.5%
167 VRTX VERTEX PHARMACEUTICALS INC Healthcare 6,664.0 $3.3M 0.08% -5K -44.2% $496.73 +11.3%
168 AMD ADVANCED MICRO DEVICES INC Technology 5,763.0 $3.3M 0.08% +2K +49.4% $570.42 -16.0%
169 INFY INFOSYS LTD Technology 311,113.0 $3.3M 0.08% +217K +231.2% $10.49 +14.7%
170 RDY DR REDDYS LABS LTD Healthcare 222,380.0 $3.2M 0.07% +161K +260.5% $14.49 -14.8%
171 STX SEAGATE TECHNOLOGY HLDNGS PL Technology 3,337.0 $3.2M 0.07% -5K -59.5% $965.26 -14.9%
172 HAL HALLIBURTON CO Energy 93,325.0 $3.2M 0.07% -106K -53.2% $33.95 -0.4%
173 IAG IAMGOLD CORP Basic Materials 199,385.0 $3.2M 0.07% -72K -26.5% $15.88 +39.7%
174 ED CONSOLIDATED EDISON INC Utilities 27,814.0 $3.1M 0.07% -22K -44.2% $110.63 -3.2%
175 WM WASTE MGMT INC DEL Industrials 13,748.0 $3.1M 0.07% -11K -44.2% $222.88 -0.3%
176 BROOKFIELD ASSET MANAGMT LTD 68,179.0 $3.1M 0.07% +17K +33.4% $44.74
177 CI THE CIGNA GROUP Healthcare 11,009.0 $3.0M 0.07% -7K -37.9% $275.68 +1.3%
178 RSG REPUBLIC SVCS INC Industrials 14,169.0 $3.0M 0.07% -11K -44.2% $213.08 +3.7%
179 PEG PUBLIC SVC ENTERPRISE GROUP Utilities 35,776.0 $2.9M 0.07% -12K -24.7% $81.16 -9.7%
180 AMAT APPLIED MATLS INC Technology 3,995.0 $2.9M 0.07% -12K -75.1% $722.01 -33.5%
Page 9 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%