Northwest & Ethical Investments L.P. Top Holdings and 13F Report (2026)

About Northwest & Ethical Investments L.P.

Investment Activity

Northwest & Ethical Investments L.P. has $4.30 billion in total holdings as of June 30, 2026.
Northwest & Ethical Investments L.P. owns shares of 522 different stocks, but just 88 companies or ETFs make up 80% of its holdings.
Approximately 16.05% of the portfolio was purchased this quarter.
About 23.27% of the portfolio was sold this quarter.
This quarter, Northwest & Ethical Investments L.P. has purchased 526 new stocks and bought additional shares in 103 stocks.
Northwest & Ethical Investments L.P. sold shares of 337 stocks and completely divested from 68 stocks this quarter.

Largest Holdings

iShares ESG Advanced MSCI EAFE ETF: $288,449,622
NVIDIA: $180,626,744
Avantis Responsible International Equity ETF: $158,282,950
Microsoft: $143,129,145
Apple: $112,926,515

Largest New Holdings this Quarter

46436E759 - iShares ESG Advanced MSCI EAFE ETF: $288,449,622 Holding
46432F842 - iShares Core MSCI EAFE ETF: $27,512,745 Holding
20441A102 - Companhia de saneamento Basico Do Estado De Sao Paulo - Sabesp: $20,637,872 Holding
921946406 - Vanguard High Dividend Yield ETF: $12,361,107 Holding
45857P806 - Intercontinental Hotels Group: $8,697,549 Holding

Largest Purchases this Quarter

iShares ESG Advanced MSCI EAFE ETF: 3,409,570 shares (about $288.45M)
KLA: 241,434 shares (about $72.83M)
iShares Core MSCI EAFE ETF: 284,870 shares (about $27.51M)
Deere & Company: 36,130 shares (about $22.92M)
ASML: 11,215 shares (about $22.30M)

Largest Sales this Quarter

Marvell Technology: 152,597 shares (about $45.41M)
eBay: 314,475 shares (about $35.14M)
Alphabet: 79,785 shares (about $28.48M)
Union Pacific: 86,884 shares (about $23.63M)
Waters: 55,217 shares (about $20.69M)

Sector Allocation Over Time

Selling

Neutral

Buying

Latest 13F Holdings and Changes Since Previous Quarterly Filing

Issuer Name	Holdings Value	Approximate Purchase/Sale	Change in Shares	Shares Held	% of Portfolio	Sector
DMXF iShares ESG Advanced MSCI EAFE ETF	$288,449,622	$288,449,622 â–²	New Holding	3,409,570	6.7%	ETF
NVDA NVIDIA	$180,626,744	$7,080,813 â–¼	-3.8%	903,030	4.2%	Technology
AVSD Avantis Responsible International Equity ETF	$158,282,950		0.0%	1,981,400	3.7%	ETF
MSFT Microsoft	$143,129,145	$5,811,938 â–¼	-3.9%	383,734	3.3%	Technology
AAPL Apple	$112,926,515	$4,841,733 â–¼	-4.1%	390,390	2.6%	Technology
GOOG Alphabet	$107,342,008	$1,997,375 â–¼	-1.8%	303,801	2.5%	Communication Services
RY Royal Bank Of Canada	$96,038,201	$6,243,361 â–¼	-6.1%	464,627	2.2%	Finance
AVGO Broadcom	$82,659,961	$5,322,288 â–²	6.9%	218,846	1.9%	Technology
KLAC KLA	$80,806,657	$72,832,963 â–²	913.4%	267,866	1.9%	Technology
TD Toronto Dominion Bank	$75,336,966	$8,222,424 â–¼	-9.8%	620,742	1.8%	Finance
QQQ Invesco QQQ	$64,560,188	$10,184,412 â–¼	-13.6%	87,670	1.5%	ETF
SPY SPDR S&P 500 ETF Trust	$62,601,729	$3,233,514 â–²	5.4%	83,830	1.5%	ETF
AMZN Amazon.com	$61,622,890	$8,981,949 â–¼	-12.7%	258,513	1.4%	Consumer Discretionary
WCN Waste Connections	$58,804,965	$2,607,650 â–²	4.6%	352,832	1.4%	Industrials
CSCO Cisco Systems	$49,924,729	$5,023,412 â–¼	-9.1%	425,036	1.2%	Technology
CNI Canadian National Railway	$47,798,295	$3,088,618 â–¼	-6.1%	400,958	1.1%	Industrials
V Visa	$43,572,544	$4,144,375 â–¼	-8.7%	127,005	1.0%	Finance
NEE NextEra Energy	$41,800,375	$15,870,659 â–²	61.2%	476,249	1.0%	Utilities
LINDE PLC	$40,512,089	$13,552,118 â–¼	-25.1%	78,067	0.9%	SHS
MRK Merck & Co., Inc.	$39,979,511	$5,220,077 â–¼	-11.5%	311,108	0.9%	Healthcare
CP Canadian Pacific Kansas City	$38,853,752	$2,238,461 â–¼	-5.4%	448,514	0.9%	Industrials
TSM Taiwan Semiconductor Manufacturing	$38,233,046	$19,060,219 â–¼	-33.3%	80,128	0.9%	Technology
GILD Gilead Sciences	$37,230,484	$6,608,842 â–¼	-15.1%	294,685	0.9%	Healthcare
ENB Enbridge	$36,939,818	$2,142,747 â–²	6.2%	681,166	0.9%	Energy
A Agilent Technologies	$35,746,445	$4,091,035 â–¼	-10.3%	269,114	0.8%	Healthcare
BAC Bank of America	$34,096,718	$4,854,582 â–¼	-12.5%	598,398	0.8%	Finance
MA Mastercard	$33,899,888	$6,097,738 â–¼	-15.2%	66,007	0.8%	Finance
LLY Eli Lilly and Company	$32,817,800	$8,580,625 â–¼	-20.7%	27,350	0.8%	Healthcare
JPM JPMorgan Chase & Co.	$32,570,906	$1,668,028 â–²	5.4%	99,488	0.8%	Finance
BN Brookfield	$32,292,101	$3,259,350 â–¼	-9.2%	758,223	0.8%	Finance
SHOPIFY INC	$31,764,385	$1,968,496 â–¼	-5.8%	277,949	0.7%	CL A SUB VTG SHS
GIB CGI Group	$31,420,639	$6,819,323 â–²	27.7%	486,672	0.7%	Technology
AEP American Electric Power	$30,186,990	$830,300 â–²	2.8%	220,649	0.7%	Utilities
ABBV AbbVie	$29,709,236	$1,775,906 â–¼	-5.6%	118,057	0.7%	Healthcare
BMO Bank Of Montreal	$28,943,918	$2,466,054 â–²	9.3%	163,965	0.7%	Finance
ADI Analog Devices	$28,590,652	$1,117,831 â–¼	-3.8%	71,999	0.7%	Technology
MCK McKesson	$28,555,635	$737,466 â–¼	-2.5%	37,792	0.7%	Healthcare
BNS Bank of Nova Scotia	$28,386,455	$5,598,068 â–²	24.6%	326,993	0.7%	Finance
UNP Union Pacific	$28,386,192	$23,632,448 â–¼	-45.4%	104,361	0.7%	Industrials
SLF Sun Life Financial	$28,096,999	$1,250,353 â–¼	-4.3%	358,349	0.7%	Finance
CL Colgate-Palmolive	$27,719,350	$4,492,891 â–¼	-13.9%	302,329	0.6%	Consumer Staples
TT Trane Technologies	$27,567,829	$7,219,070 â–²	35.5%	56,128	0.6%	Industrials
IEFA iShares Core MSCI EAFE ETF	$27,512,745	$27,512,745 â–²	New Holding	284,870	0.6%	ETF
FNV Franco-Nevada	$27,117,744	$3,624,394 â–¼	-11.8%	130,157	0.6%	Materials
SNPS Synopsys	$24,671,240	$506,736 â–²	2.1%	55,308	0.6%	Technology
MGA Magna International	$24,394,979	$2,211,344 â–¼	-8.3%	371,516	0.6%	Consumer Discretionary
CM Canadian Imperial Bank of Commerce	$24,173,458	$4,343,560 â–²	21.9%	210,159	0.6%	Finance
TRV Travelers Companies	$23,681,488	$3,445,462 â–¼	-12.7%	71,736	0.6%	Finance
DE Deere & Company	$23,602,167	$22,916,511 â–²	3,342.3%	37,211	0.5%	Industrials
APTIV PLC	$23,442,802	$2,673,345 â–¼	-10.2%	381,929	0.5%	COM SHS
CTAS Cintas	$23,320,565	$19,272,889 â–²	476.1%	137,123	0.5%	Industrials
FTS Fortis	$23,283,804	$1,269,791 â–²	5.8%	406,892	0.5%	Utilities
ASML ASML	$23,031,456	$22,299,731 â–²	3,047.6%	11,583	0.5%	Technology
AEE Ameren	$22,769,421	$1,516,884 â–²	7.1%	201,428	0.5%	Utilities
MRVL Marvell Technology	$22,111,425	$45,405,010 â–¼	-67.3%	74,312	0.5%	Technology
RNR RenaissanceRe	$22,055,923	$1,422,564 â–¼	-6.1%	69,599	0.5%	Finance
VERALTO CORP	$21,945,728	$2,912,695 â–²	15.3%	247,471	0.5%	COM SHS
STN Stantec	$21,725,533	$6,534,933 â–²	43.0%	315,321	0.5%	Industrials
HUBB Hubbell	$21,066,125	$13,162,666 â–¼	-38.5%	40,264	0.5%	Industrials
SUNOCOCORP LLC	$20,920,834	$7,926,184 â–¼	-27.5%	309,107	0.5%	COM SHS LLC
SBS Companhia de saneamento Basico Do Estado De Sao Paulo - Sabesp	$20,637,872	$20,637,872 â–²	New Holding	3,570,566	0.5%	Utilities
AEM Agnico Eagle Mines	$20,232,381	$2,681,800 â–²	15.3%	130,449	0.5%	Materials
MSI Motorola Solutions	$19,593,382	$1,534,912 â–¼	-7.3%	47,180	0.5%	Technology
TFII TFI International	$19,513,068	$6,099,254 â–¼	-23.8%	135,706	0.5%	Industrials
PG Procter & Gamble	$19,504,523	$4,790,664 â–¼	-19.7%	132,991	0.5%	Consumer Staples
SHEL Shell	$19,473,938	$2,547,732 â–²	15.1%	251,147	0.5%	Energy
CNQ Canadian Natural Resources	$19,086,699	$4,260,339 â–¼	-18.2%	483,088	0.4%	Energy
EMRAF Emera	$18,568,941	$229,420 â–²	1.3%	350,465	0.4%	Utilities
MFC Manulife Financial	$18,463,788	$1,505,096 â–²	8.9%	455,775	0.4%	Finance
TRP TC Energy	$18,446,002	$2,454,377 â–¼	-11.7%	278,098	0.4%	Energy
RBA RB Global	$18,028,620	$1,539,115 â–¼	-7.9%	155,065	0.4%	Industrials
ITRI Itron	$18,009,402	$1,162,011 â–¼	-6.1%	208,129	0.4%	Technology
SU Suncor Energy	$17,980,627	$1,143,766 â–¼	-6.0%	334,549	0.4%	Energy
SPGI S&P Global	$17,815,181	$674,830 â–²	3.9%	43,744	0.4%	Finance
META Meta Platforms	$17,753,426	$4,068,001 â–¼	-18.6%	31,518	0.4%	Communication Services
XYL Xylem	$17,623,220	$6,984,911 â–¼	-28.4%	149,084	0.4%	Industrials
YUM Yum! Brands	$17,488,364	$2,207,347 â–²	14.4%	109,398	0.4%	Consumer Discretionary
RCI Rogers Communication	$17,275,397	$1,393,697 â–¼	-7.5%	530,299	0.4%	Communication Services
MDT Medtronic	$16,500,827	$1,028,670 â–¼	-5.9%	210,858	0.4%	Healthcare
GOOGL Alphabet	$16,392,049	$28,482,069 â–¼	-63.5%	45,918	0.4%	Communication Services
AZO AutoZone	$16,360,017	$4,078,019 â–¼	-20.0%	5,119	0.4%	Consumer Discretionary
UNH UnitedHealth Group	$15,878,313	$977,977 â–¼	-5.8%	38,203	0.4%	Healthcare
XOM ExxonMobil	$15,715,554	$2,196,270 â–¼	-12.3%	114,947	0.4%	Energy
ETN Eaton	$15,544,005	$478,533 â–²	3.2%	36,478	0.4%	Industrials
WAB Wabtec	$15,267,031	$12,129,575 â–²	386.6%	56,636	0.4%	Industrials
CBOE Cboe Global Markets	$15,136,784	$4,524,582 â–¼	-23.0%	62,376	0.4%	Finance
ADSK Autodesk	$14,430,825	$4,866,138 â–²	50.9%	74,225	0.3%	Technology
MNST Monster Beverage	$14,150,883	$1,539,073 â–¼	-9.8%	147,221	0.3%	Consumer Staples
MARSH & MCLENNAN COS INC	$13,987,446	$3,609,405 â–¼	-20.5%	83,923	0.3%	COM
TE CONNECTIVITY PLC	$13,919,759	$897,971 â–¼	-6.1%	69,043	0.3%	ORD SHS
DOOO BRP	$13,850,279	$1,448,069 â–²	11.7%	226,931	0.3%	Consumer Discretionary
QXO INC	$13,214,137	$2,710,161 â–²	25.8%	764,707	0.3%	COM NEW
VYM Vanguard High Dividend Yield ETF	$12,361,107	$12,361,107 â–²	New Holding	78,220	0.3%	ETF
TMO Thermo Fisher Scientific	$12,034,107	$1,889,434 â–¼	-13.6%	23,999	0.3%	Healthcare
NTR Nutrien	$11,847,951	$947,889 â–²	8.7%	188,277	0.3%	Materials
WFG West Fraser Timber	$11,672,977	$3,222,715 â–²	38.1%	172,629	0.3%	Materials
DLR Digital Realty Trust	$11,264,874	$569,269 â–²	5.3%	62,729	0.3%	Real Estate
CVE Cenovus Energy	$11,031,256	$274,213 â–¼	-2.4%	444,367	0.3%	Energy
ADP Automatic Data Processing	$10,937,494	$2,194,710 â–²	25.1%	48,839	0.3%	Industrials
WPM Wheaton Precious Metals	$10,761,156	$1,540,112 â–²	16.7%	95,928	0.3%	Materials

Showing largest 100 holdings. View all holdings.

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Northwest & Ethical Investments L.P. Top Holdings and 13F Report (2026)

About Northwest & Ethical Investments L.P.

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

Best-in-Class Portfolio Monitoring

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Northwest & Ethical Investments L.P. Top Holdings and 13F Report (2026)

About Northwest & Ethical Investments L.P.

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Map of 500 Largest Holdings ofNorthwest & Ethical Investments L.P.

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

MarketBeat All Access Features

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools