Northwest & Ethical Investments L.P.
CIK: 0002033536SEC EDGAR →
Portfolio Value
$4.4B
Holdings
501
As of
Q4 2025
New Positions
52
Closed Positions
51
Portfolio Value History
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | MICROSOFT CORP | 446,325 | $215.0M | 4.84% |
| 2 | AMERICAN CENTY ETF TR | 1,981,400 | $147.0M | 3.31% |
| 3 | NVIDIA CORPORATION | 765,684 | $142.0M | 3.20% |
| 4 | NUSHARES ETF TR | 1,315,300 | $128.0M | 2.88% |
| 5 | APPLE INC | 388,946 | $105.0M | 2.36% |
| 6 | ALPHABET INC | 301,890 | $94.0M | 2.12% |
| 7 | ROYAL BK CDA | 505,802 | $86.0M | 1.94% |
| 8 | AMAZON COM INC | 322,715 | $74.0M | 1.67% |
| 9 | TORONTO DOMINION BK ONT | 717,434 | $67.0M | 1.51% |
| 10 | BROADCOM INC | 192,644 | $66.0M | 1.49% |
Quarterly Changes
Top Buys
New Positions (62)
$147.0M · 2.0M shares
$128.0M · 1.3M shares
$62.0M · 102K shares
$21.0M · 427K shares
$8.0M · 118K shares
$4.0M · 30K shares
$3.0M · 16K shares
$3.0M · 14K shares
$2.0M · 5K shares
$2.0M · 140K shares
$1.0M · 8K shares
$1.0M · 20K shares
$0 · 12K shares
$0 · 1K shares
$0 · 4K shares
$0 · 5K shares
$0 · 1K shares
$0 · 5K shares
$0 · 20K shares
$0 · 11K shares
$0 · 11K shares
$0 · 2K shares
$0 · 18K shares
$0 · 2K shares
$0 · 3K shares
$0 · 49K shares
$0 · 19K shares
$0 · 3K shares
$0 · 54K shares
$0 · 3K shares
$0 · 2K shares
$0 · 2K shares
$0 · 4K shares
$0 · 1K shares
$0 · 21K shares
$0 · 7K shares
$0 · 2K shares
$0 · 4K shares
$0 · 4K shares
$0 · 14K shares
$0 · 16K shares
$0 · 33K shares
$0 · 24K shares
$0 · 3K shares
$0 · 2K shares
$0 · 11K shares
$0 · 17K shares
$0 · 9K shares
$0 · 104K shares
$0 · 40K shares
$0 · 25K shares
$0 · 5K shares
$0 · 164 shares
$0 · 105K shares
$0 · 775 shares
$0 · 13K shares
$0 · 53K shares
$0 · 11K shares
$0 · 3K shares
$0 · 346 shares
$0 · 42K shares
$0 · 2K shares
Closed Positions (61)
$23.8B · 85K shares
$14.1B · 110K shares
$10.5B · 19K shares
$9.6B · 117K shares
$9.6B · 129K shares
$6.8B · 23K shares
$5.0B · 1.1M shares
$2.9B · 35K shares
$2.2B · 119K shares
$2.1B · 4K shares
$1.7B · 13K shares
$1.5B · 118K shares
$1.4B · 14K shares
$993.4M · 4K shares
$945.5M · 24K shares
$921.4M · 4K shares
$916.0M · 14K shares
$836.7M · 6K shares
$710.1M · 8K shares
$652.4M · 38K shares
$628.1M · 22K shares
$627.3M · 18K shares
$621.8M · 4K shares
$585.0M · 1K shares
$576.6M · 3K shares
$519.1M · 400K shares
$478.1M · 21K shares
$453.5M · 6K shares
$445.0M · 2K shares
$440.7M · 6K shares
$427.8M · 11K shares
$379.0M · 4K shares
$343.3M · 2K shares
$333.7M · 21K shares
$331.8M · 152K shares
$326.8M · 12K shares
$320.9M · 17K shares
$298.1M · 300K shares
$280.9M · 19K shares
$270.2M · 1K shares
$260.7M · 21K shares
$254.4M · 49K shares
$177.9M · 6K shares
$176.2M · 4K shares
$162.1M · 1K shares
$142.2M · 4K shares
$90.3M · 14K shares
ROCKET COS INC
$85.1M · 58K shares
OKLO INC
$80.2M · 17K shares
$69.4M · 36K shares
COREWEAVE INC
$69.0M · 12K shares
$49.4M · 45K shares
$49.0M · 35K shares
$32.1M · 29K shares
$25.9M · 24K shares
$19.1M · 21K shares
$14.8M · 12K shares
$13.0M · 44K shares
$3.2M · 201K shares
$266K · 5 shares
$252K · 35K shares
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 80 | $1.4700012800086002e+263T | 0.0% |
| Industrials | 62 | $3.700036000310003e+214T | 0.0% |
| Technology | 78 | $2.1500014200010498e+208T | 0.0% |
| Healthcare | 52 | $4.000035000340003e+144T | 0.0% |
| Unknown | 45 | $6.200056000310003e+123T | 0.0% |
| Consumer Cyclical | 46 | $7.400023000220002e+114T | 0.0% |
| Basic Materials | 32 | $5.000029000170001e+87T | 0.0% |
| Utilities | 25 | $2.4000220002100016e+78T | 0.0% |
| Consumer Defensive | 24 | $1.9000140001100081e+77T | 0.0% |
| Communication Services | 22 | $9.400038000270002e+61T | 0.0% |
| Energy | 21 | $4.200039000220002e+54T | 0.0% |
| Real Estate | 14 | $9.000500040004001e+22T | 0.0% |