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 $4.32 billion in total holdings as of March 31, 2026.
Northwest & Ethical Investments L.P. owns shares of 526 different stocks, but just 110 companies or ETFs make up 80% of its holdings.
Approximately 12.38% of the portfolio was purchased this quarter.
About 12.72% of the portfolio was sold this quarter.
This quarter, Northwest & Ethical Investments L.P. has purchased 501 new stocks and bought additional shares in 188 stocks.
Northwest & Ethical Investments L.P. sold shares of 172 stocks and completely divested from 95 stocks this quarter.

Largest Holdings

NVIDIA: $163,820,087
Microsoft: $147,834,400
Avantis Responsible International Equity ETF: $145,923,968
Nuveen ESG Large-Cap Growth ETF: $130,320,658
Apple: $103,406,969

Largest New Holdings this Quarter

482480100 - KLA: $38,918,741 Holding
82846H405 - QXO INC: $11,804,816 Holding
253868103 - Digital Realty Trust: $10,733,127 Holding
406216101 - Halliburton: $7,782,599 Holding
912008109 - US Foods: $6,221,409 Holding

Largest Purchases this Quarter

Waste Connections: 285,126 shares (about $46.35M)
KLA: 26,432 shares (about $38.92M)
NVIDIA: 172,746 shares (about $30.16M)
QXO INC: 607,869 shares (about $11.80M)
Ulta Beauty: 21,759 shares (about $11.37M)

Largest Sales this Quarter

Applied Materials: 105,795 shares (about $36.16M)
Waste Management: 119,459 shares (about $27.45M)
Carrier Global: 345,635 shares (about $19.46M)
Republic Services: 83,827 shares (about $18.36M)
Microsoft: 47,009 shares (about $17.40M)

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
NVDA NVIDIA	$163,820,087	$30,155,968 â–²	22.6%	938,430	3.8%	Computer and Technology
MSFT Microsoft	$147,834,400	$17,403,628 â–¼	-10.5%	399,316	3.4%	Computer and Technology
AVSD Avantis Responsible International Equity ETF	$145,923,968		0.0%	1,981,400	3.4%	ETF
NULG Nuveen ESG Large-Cap Growth ETF	$130,320,658	$10,707,276 â–²	9.0%	1,433,040	3.0%	ETF
AAPL Apple	$103,406,969	$4,618,070 â–²	4.7%	407,128	2.4%	Computer and Technology
GOOG Alphabet	$88,782,353	$2,170,112 â–²	2.5%	309,454	2.1%	Computer and Technology
RY Royal Bank Of Canada	$80,192,696	$1,777,803 â–¼	-2.2%	494,832	1.9%	Finance
TD Toronto Dominion Bank	$64,562,786	$2,714,111 â–¼	-4.0%	688,491	1.5%	Finance
AVGO Broadcom	$63,439,154	$3,752,346 â–²	6.3%	204,755	1.5%	Computer and Technology
AMZN Amazon.com	$61,762,249	$5,530,375 â–¼	-8.2%	296,193	1.4%	Retail/Wholesale
QQQ Invesco QQQ	$58,594,935		0.0%	101,500	1.4%	Finance
WCN Waste Connections	$54,811,301	$46,348,683 â–²	547.7%	337,186	1.3%	Business Services
SPY SPDR S&P 500 ETF Trust	$51,702,030		0.0%	79,500	1.2%	Finance
LINDE PLC	$51,649,268	$7,393,765 â–¼	-12.5%	104,182	1.2%	SHS
GILD Gilead Sciences	$48,363,528	$2,618,637 â–²	5.7%	346,995	1.1%	Medical
UNP Union Pacific	$46,399,862	$6,997,403 â–²	17.8%	191,245	1.1%	Transportation
CNI Canadian National Railway	$43,929,295	$422,244 â–¼	-1.0%	426,867	1.0%	Transportation
MRK Merck & Co., Inc.	$42,313,029	$2,776,646 â–²	7.0%	351,729	1.0%	Medical
V Visa	$42,039,983	$1,101,137 â–²	2.7%	139,085	1.0%	Business Services
TSM Taiwan Semiconductor Manufacturing	$40,596,146	$3,708,877 â–²	10.1%	120,074	0.9%	Computer and Technology
KLAC KLA	$38,918,741	$38,918,741 â–²	New Holding	26,432	0.9%	Computer and Technology
MA Mastercard	$38,915,118	$7,856,976 â–²	25.3%	77,880	0.9%	Business Services
CP Canadian Pacific Kansas City	$37,381,428	$2,013,229 â–¼	-5.1%	474,354	0.9%	Transportation
FNV Franco-Nevada	$36,724,627	$733,482 â–²	2.0%	147,553	0.8%	Basic Materials
GOOGL Alphabet	$36,339,246	$826,503 â–²	2.3%	125,703	0.8%	Computer and Technology
CSCO Cisco Systems	$36,286,075	$1,222,068 â–²	3.5%	467,803	0.8%	Computer and Technology
SHOPIFY INC	$35,016,112	$6,680,695 â–²	23.6%	295,174	0.8%	CL A SUB VTG SHS
ENB Enbridge	$34,721,033	$9,389,636 â–¼	-21.3%	641,654	0.8%	Energy
A Agilent Technologies	$34,184,084	$13,401,427 â–¼	-28.2%	299,913	0.8%	Medical
BN Brookfield	$33,831,471	$4,339,815 â–²	14.7%	834,753	0.8%	Finance
MCK McKesson	$33,548,277	$89,997 â–¼	-0.3%	38,768	0.8%	Medical
BAC Bank of America	$33,325,305	$210,746 â–¼	-0.6%	683,596	0.8%	Finance
HUBB Hubbell	$32,105,192	$1,238,137 â–¼	-3.7%	65,422	0.7%	Industrials
LLY Eli Lilly and Company	$31,742,863	$1,261,397 â–²	4.1%	34,501	0.7%	Medical
EBAY eBay	$30,517,277	$253,764 â–¼	-0.8%	335,281	0.7%	Retail/Wholesale
CL Colgate-Palmolive	$29,940,515	$8,839,530 â–²	41.9%	351,332	0.7%	Consumer Staples
ZTS Zoetis	$29,732,770	$2,490,921 â–²	9.1%	251,525	0.7%	Medical
APTIV PLC	$29,545,540	$9,315,723 â–²	46.0%	425,483	0.7%	COM SHS
CNQ Canadian Natural Resources	$28,721,739	$3,739,302 â–¼	-11.5%	590,918	0.7%	Energy
AEP American Electric Power	$28,127,146	$757,773 â–²	2.8%	214,580	0.7%	Utilities
GIB CGI Group	$27,839,098	$3,214,024 â–²	13.1%	381,048	0.6%	Computer and Technology
JPM JPMorgan Chase & Co.	$27,774,634	$2,876,536 â–²	11.6%	94,393	0.6%	Finance
NEE NextEra Energy	$27,438,481	$1,835,343 â–²	7.2%	295,428	0.6%	Utilities
ABBV AbbVie	$27,183,212	$2,518,348 â–¼	-8.5%	125,114	0.6%	Medical
NFLX Netflix	$26,422,869	$6,840,736 â–²	34.9%	274,664	0.6%	Consumer Discretionary
SUNOCOCORP LLC	$26,272,120	$74,215 â–¼	-0.3%	426,217	0.6%	COM SHS LLC
XYL Xylem	$24,876,674	$95,839 â–¼	-0.4%	208,173	0.6%	Business Services
TRV Travelers Companies	$23,968,221	$4,444,620 â–²	22.8%	82,173	0.6%	Finance
PG Procter & Gamble	$23,921,336	$9,433,026 â–²	65.1%	165,656	0.6%	Consumer Staples
ADI Analog Devices	$23,843,895	$538,299 â–²	2.3%	74,814	0.6%	Computer and Technology
SU Suncor Energy	$23,509,291	$5,633,363 â–²	31.5%	355,830	0.5%	Energy
SLF Sun Life Financial	$23,474,455	$4,298,386 â–¼	-15.5%	374,296	0.5%	Finance
AEM Agnico Eagle Mines	$23,130,020	$1,492,971 â–²	6.9%	113,158	0.5%	Basic Materials
CBOE Cboe Global Markets	$22,772,573	$1,452,851 â–²	6.8%	81,021	0.5%	Financial Services
MGA Magna International	$22,581,250	$1,585,508 â–¼	-6.6%	405,193	0.5%	Auto/Tires/Trucks
MRVL Marvell Technology	$22,517,522	$6,623,203 â–¼	-22.7%	226,909	0.5%	Computer and Technology
XOM ExxonMobil	$22,227,326	$11,122,231 â–²	100.2%	131,011	0.5%	Energy
META Meta Platforms	$22,166,234	$1,682,780 â–¼	-7.1%	38,740	0.5%	Computer and Technology
MSI Motorola Solutions	$22,078,658	$7,132,731 â–²	47.7%	50,876	0.5%	Computer and Technology
RNR RenaissanceRe	$22,021,176	$13,579,250 â–¼	-38.1%	74,088	0.5%	Finance
INTU Intuit	$21,959,917	$1,216,083 â–²	5.9%	50,833	0.5%	Computer and Technology
RCI Rogers Communication	$21,702,197	$965,971 â–¼	-4.3%	573,081	0.5%	Utilities
AZO AutoZone	$21,600,903	$689,067 â–²	3.3%	6,395	0.5%	Retail/Wholesale
SNPS Synopsys	$21,478,115	$836,969 â–¼	-3.8%	54,172	0.5%	Computer and Technology
FTS Fortis	$21,448,487	$1,917,921 â–¼	-8.2%	384,702	0.5%	Utilities
AEE Ameren	$20,665,949	$6,485 â–¼	0.0%	188,009	0.5%	Utilities
BMO Bank Of Montreal	$20,324,953	$425,077 â–²	2.1%	149,995	0.5%	Finance
SHEL Shell	$20,300,970	$1,179,612 â–²	6.2%	218,290	0.5%	Energy
ITRI Itron	$19,858,244	$7,627,782 â–²	62.4%	221,558	0.5%	Computer and Technology
TRP TC Energy	$19,721,993	$1,842,320 â–¼	-8.5%	315,101	0.5%	Energy
MDT Medtronic	$19,407,899	$3,178,954 â–²	19.6%	224,003	0.4%	Medical
TFII TFI International	$19,375,825	$1,250,176 â–¼	-6.1%	178,124	0.4%	Transportation
VZ Verizon Communications	$19,300,846	$175,248 â–²	0.9%	384,479	0.4%	Computer and Technology
STN Stantec	$19,048,121	$1,396,249 â–¼	-6.8%	220,474	0.4%	Business Services
VERALTO CORP	$18,977,231	$4,172,098 â–¼	-18.0%	214,626	0.4%	COM SHS
MARSH & MCLENNAN COS INC	$18,312,678	$6,530,740 â–²	55.4%	105,579	0.4%	COM
BNS Bank of Nova Scotia	$18,192,304	$7,283,796 â–¼	-28.6%	262,507	0.4%	Finance
EMRAF Emera	$17,930,630	$456,897 â–¼	-2.5%	346,135	0.4%	Utilities
SPGI S&P Global	$17,901,285	$1,798,763 â–¼	-9.1%	42,087	0.4%	Finance
WAT Waters	$17,891,526	$5,615,317 â–²	45.7%	60,079	0.4%	Medical
TT Trane Technologies	$17,265,538	$7,087,497 â–²	69.6%	41,430	0.4%	Construction
AOS A. O. Smith	$16,921,918	$687,161 â–¼	-3.9%	256,626	0.4%	Industrials
CM Canadian Imperial Bank of Commerce	$16,341,344	$3,155,337 â–¼	-16.2%	172,397	0.4%	Finance
RBA RB Global	$16,135,274	$216,859 â–¼	-1.3%	168,303	0.4%	Business Services
TE CONNECTIVITY PLC	$15,362,343	$623,716 â–¼	-3.9%	73,497	0.4%	ORD SHS
YUM Yum! Brands	$14,862,333	$1,659,749 â–¼	-10.0%	95,590	0.3%	Retail/Wholesale
DOOO BRP	$14,618,431	$735,364 â–¼	-4.8%	203,205	0.3%	Auto/Tires/Trucks
NOW ServiceNow	$14,469,406	$2,190,845 â–¼	-13.2%	138,397	0.3%	Computer and Technology
MFC Manulife Financial	$14,433,887	$468,818 â–¼	-3.1%	418,622	0.3%	Finance
TMO Thermo Fisher Scientific	$13,641,924	$125,281 â–²	0.9%	27,767	0.3%	Medical
NTR Nutrien	$13,069,386	$1,103,942 â–¼	-7.8%	173,214	0.3%	Basic Materials
ETN Eaton	$12,645,423	$3,052,356 â–²	31.8%	35,355	0.3%	Industrials
T AT&T	$12,536,774	$7,933,562 â–²	172.3%	432,797	0.3%	Computer and Technology
IMO Imperial Oil	$12,473,352	$324,622 â–¼	-2.5%	95,292	0.3%	Energy
TJX TJX Companies	$12,456,210	$1,994,727 â–²	19.1%	77,876	0.3%	Retail/Wholesale
CVE Cenovus Energy	$12,134,174	$1,197,743 â–¼	-9.0%	455,413	0.3%	Energy
MTB M&T Bank	$11,879,992	$206,720 â–²	1.8%	57,469	0.3%	Finance
MNST Monster Beverage	$11,827,863	$5,141,906 â–²	76.9%	163,233	0.3%	Consumer Staples
QXO INC	$11,804,816	$11,804,816 â–²	New Holding	607,869	0.3%	COM NEW
ADSK Autodesk	$11,777,522	$1,021,759 â–¼	-8.0%	49,196	0.3%	Computer and Technology

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

Stock Ideas and Recommendations

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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