13F Insight
DOSSIER · 13F-HR · Q2 2026

Northwest & Ethical Investments L.P.

$4.3B in tracked AUM across 522 positions as of Q2 2026.

N&
CIK 0002033536 · last filed Jun 30, 2026
Total AUM
$4.3B
as of Q2 2026
Holdings
522
—
positions
Whale Score
60
60
tracked
Activity
—
no data
changes this Q
AI Analysis · Q2 2026

Northwest & Ethical Investments L.P. filed its latest 13F-HR for Q2 2026. See the latest holdings and position changes below.

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
DMXF
ISHARES TR
$288M3.4M6.7%02
NVDA
NVIDIA CORPORATION
$181M903K4.2%03
AVSD
AMERICAN CENTY ETF TR
$158M2.0M3.7%04
MSFT
MICROSOFT CORP
$143M384K3.3%05
AAPL
APPLE INC
$113M390K2.6%06
GOOG
ALPHABET INC
$107M304K2.5%07
RY
ROYAL BK CDA
$96M465K2.2%08
AVGO
BROADCOM INC
$83M219K1.9%09
KLAC
KLA CORP
$81M268K1.9%10
TD
TORONTO DOMINION BK ONT
$75M621K1.8%

Filing history

2026Q2Jun 30
$4.3B▼ 0.6%
522 positionsView →2026Q1Mar 31
$4.3B▼ 2.7%
526 positionsView →2025Q4Dec 31
$4.4B▲ 4.9%
501 positionsView →2025Q3Sep 30
$4.2B▲ 5.2%
500 positionsView →2025Q2Jun 30
$4.0B▲ 9.3%
490 positionsLocked2025Q1Mar 31
$3.7B▲ 0.1%
470 positionsLocked2024Q4Dec 31
$3.7B▼ 2.8%
494 positionsLocked2024Q3Sep 30
$3.8B▲ 8.6%
506 positionsLocked2024Q2Jun 30
$3.5B▲ 0.4%
484 positionsLocked2024Q1Mar 31
$3.5B▲ 6.7%
485 positionsLocked2023Q4Dec 31
$3.3B▲ 9.4%
372 positionsLocked2023Q3Sep 30
$3.0B▼ 4.7%
385 positionsLocked
Showing 12 of 68