§ 13F · FUND PROFILE
Northwest & Ethical Investments L.P..
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $4.2B (13F)Positions · 500Turnover · — · Q1Filed · May 14, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$167M deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED MAY 14, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | NVDA | NVIDIA CORPORATION | 938K | $164M | 3.8% | −39% |
| 2 | MSFT | MICROSOFT CORP | 399K | $148M | 3.4% | −55% |
| 3 | AVSD | AMERICAN CENTY ETF TR | 1.98M | $146M | 3.4% | −50% |
| 4 | NULG | NUSHARES ETF TR | 1.43M | $130M | 3.0% | −46% |
| 5 | AAPL | APPLE INC | 407K | $103M | 2.4% | −48% |
| 6 | GOOG | ALPHABET INC | 309K | $89M | 2.1% | −49% |
| 7 | RY | ROYAL BK CDA | 495K | $80M | 1.9% | −51% |
| 8 | TD | TORONTO DOMINION BK ONT | 688K | $65M | 1.5% | −52% |
| 9 | AVGO | BROADCOM INC | 205K | $63M | 1.5% | −47% |
| 10 | AMZN | AMAZON COM INC | 296K | $62M | 1.4% | −54% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE NORTHWEST SIGNAL
AC read
Northwest & Ethical Investments L.P. is a Other fund managing $4.2 billion in assets. The fund runs a broad portfolio of 500 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed