Funds › Northwest & Ethical Investments L.P.
Northwest & Ethical Investments L.P.
13F for Q3 2026, filed Nov 12, 2026. 661 positions worth $4.1B.Managers with more than $100 million in US-listed stocks list their holdings each quarter, within 45 days of quarter end. Long positions only: no short sales or cash.
Latest report
Q3 2026
filed Nov 12, 2026
Reported value
$4.1B
−$226.9M (5.3%) vs Q2 2026
Positions
661
508 in Q2 2026
Top 10 share
25.9%
of reported value
CheckedEach line's price per share is checked against other managers' reports of the same stock. Unit mix-ups are corrected. Reports no fix can rescue are left out.
Clean
prices match other managers' reports
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Holdings, Q3 2026
Largest first. Common shares only; puts and calls are under All positions.
| # | The fund's own figures at the end of the quarter. A report can be up to 45 days old when it is filed. Options and bonds are not counted here. | Filing | ||||
|---|---|---|---|---|---|---|
| 1 | NVDA NVIDIA Corporation | 892,932 | $203.9M | 5.0% | -1.1% | 13F ↗ |
| 2 | MSFT Microsoft Corporation | 363,545 | $186.4M | 4.6% | -5.3% | 13F ↗ |
| 3 | AAPL Apple Inc. | 379,611 | $126.4M | 3.1% | -2.8% | 13F ↗ |
| 4 | GOOG Alphabet Inc. Class C | 288,190 | $98.2M | 2.4% | -5.1% | 13F ↗ |
| 5 | RY Royal Bank of Canada | 458,893 | $90.3M | 2.2% | -1.2% | 13F ↗ |
| 6 | AVGO Broadcom Inc. | 211,838 | $74.4M | 1.8% | -3.2% | 13F ↗ |
| 7 | TD Toronto Dominion Bank | 629,493 | $74.1M | 1.8% | +1.4% | 13F ↗ |
| 8 | AMZN Amazon.com, Inc. | 276,681 | $68.9M | 1.7% | +7.0% | 13F ↗ |
| 9 | Invesco Qqq Tr | 87,670 | $64.9M | 1.6% | Unchanged | 13F ↗ |
| 10 | WCN Waste Connections, Inc. | 420,808 | $64.8M | 1.6% | +19.3% | 13F ↗ |
| 11 | SPY State Street SPDR S&P 500 ETF Trust · Trust units | 83,830 | $63.9M | 1.6% | Unchanged | 13F ↗ |
| 12 | CNI Canadian National Railway Company | 422,325 | $50.3M | 1.2% | +5.3% | 13F ↗ |
| 13 | TSM Taiwan Semiconductor Manufacturing Company Ltd. | 108,787 | $49.6M | 1.2% | +35.8% | 13F ↗ |
| 14 | CSCO Cisco Systems, Inc. | 425,223 | $45.8M | 1.1% | Unchanged | 13F ↗ |
| 15 | MRK Merck & Company, Inc. | 312,030 | $45.4M | 1.1% | +0.3% | 13F ↗ |
| 16 | V Visa Inc. | 125,046 | $44.9M | 1.1% | -1.5% | 13F ↗ |
| 17 | GILD Gilead Sciences, Inc. | 287,432 | $42.8M | 1.1% | -2.5% | 13F ↗ |
| 18 | KLAC KLA Corporation | 211,756 | $41.3M | 1.0% | -20.9% | 13F ↗ |
| 19 | CP Canadian Pacific Kansas City Limited | 454,670 | $38.7M | 1.0% | +1.4% | 13F ↗ |
| 20 | LIN Linde plc | 76,013 | $36.1M | 0.9% | -2.6% | 13F ↗ |
| 21 | JPM JPMorgan Chase & Co. | 108,809 | $36.0M | 0.9% | +9.4% | 13F ↗ |
| 22 | MA Mastercard Incorporated | 65,288 | $36.0M | 0.9% | -1.1% | 13F ↗ |
| 23 | BAC Bank of America Corporation | 642,037 | $34.9M | 0.9% | +7.3% | 13F ↗ |
| 24 | MCK McKesson Corporation | 40,062 | $34.2M | 0.8% | +6.0% | 13F ↗ |
| 25 | ENB Enbridge Inc | 721,965 | $33.6M | 0.8% | +6.0% | 13F ↗ |
| 26 | NEE NextEra Energy, Inc. | 435,975 | $33.0M | 0.8% | -8.5% | 13F ↗ |
| 27 | ABBV AbbVie Inc. | 125,623 | $32.9M | 0.8% | +6.4% | 13F ↗ |
| 28 | SHOP Shopify Inc. | 218,970 | $32.4M | 0.8% | -21.2% | 13F ↗ |
| 29 | BN Brookfield Corporation | 888,613 | $32.4M | 0.8% | +17.2% | 13F ↗ |
| 30 | LLY Eli Lilly and Company | 27,667 | $32.0M | 0.8% | +1.2% | 13F ↗ |
| 31 | TT Trane Technologies plc | 70,297 | $31.8M | 0.8% | +25.2% | 13F ↗ |
| 32 | BNS Bank Nova Scotia B C | 348,999 | $31.8M | 0.8% | +6.7% | 13F ↗ |
| 33 | A Agilent Technologies, Inc. | 183,316 | $31.6M | 0.8% | -31.9% | 13F ↗ |
| 34 | GIB CGI Inc. | 464,724 | $31.6M | 0.8% | -4.5% | 13F ↗ |
| 35 | CNQ Canadian Natural Resources Limited | 656,479 | $30.9M | 0.8% | +35.9% | 13F ↗ |
| 36 | FNV Franco-Nevada Corporation | 124,766 | $29.8M | 0.7% | -4.1% | 13F ↗ |
| 37 | MGA Magna International, Inc. | 439,995 | $28.0M | 0.7% | +18.4% | 13F ↗ |
| 38 | BMO Bank of Montreal | 166,469 | $27.8M | 0.7% | +1.5% | 13F ↗ |
| 39 | UNP Union Pacific Corporation | 101,751 | $27.7M | 0.7% | -2.5% | 13F ↗ |
| 40 | SLF Sun Life Financial Inc. | 350,546 | $27.3M | 0.7% | -2.2% | 13F ↗ |
| 41 | CL Colgate-Palmolive Company | 318,123 | $27.1M | 0.7% | +5.2% | 13F ↗ |
| 42 | VLTO Veralto Corp | 278,557 | $26.3M | 0.6% | +12.6% | 13F ↗ |
| 43 | TEL TE Connectivity plc | 123,919 | $26.2M | 0.6% | +79.5% | 13F ↗ |
| 44 | ADI Analog Devices, Inc. | 65,334 | $25.9M | 0.6% | -9.3% | 13F ↗ |
| 45 | XOM ExxonMobil Holdings Corporation | 154,362 | $25.1M | 0.6% | New | 13F ↗ |
| 46 | CM Canadian Imperial Bank of Commerce | 222,218 | $24.5M | 0.6% | +5.7% | 13F ↗ |
| 47 | SHEL Shell PLC · ADR | 251,147 | $23.9M | 0.6% | Unchanged | 13F ↗ |
| 48 | SU Suncor Energy Inc. | 347,020 | $23.5M | 0.6% | +3.7% | 13F ↗ |
| 49 | AEP American Electric Power Company, Inc. | 197,260 | $23.4M | 0.6% | -10.6% | 13F ↗ |
| 50 | SNPS Synopsys, Inc. | 53,749 | $23.4M | 0.6% | -2.8% | 13F ↗ |
Showing the top 50 of 661 positions. Premium lists every position, plus puts and calls.
Changes since Q2 2026
209 new, 214 added to, 178 trimmed, 56 exited, 60 unchanged. By estimated dollars.
New positions (209)
| XOM ExxonMobil Holdings Corporation | 154,362 | New | $25.1M |
| DT Dynatrace, Inc. | 214,097 | New | $12.4M |
| FWONK Liberty Media Corporation Series C | 43,800 | New | $4.0M |
| FERG Ferguson Enterprises Inc. | 17,271 | New | $3.8M |
| NU Nu Holdings Ltd. | 219,723 | New | $2.8M |
| IBN ICICI Bank Limited · ADR | 90,894 | New | $2.5M |
| BIRK Birkenstock Holding plc | 58,306 | New | $1.9M |
| TXG 10x Genomics, Inc. | 16,400 | New | $1.5M |
| PRLB Proto Labs, Inc. | 14,500 | New | $1.4M |
| ADPT Adaptive Biotechnologies Corporation | 47,400 | New | $1.4M |
Added to (214)
| TSM Taiwan Semiconductor Manufacturing Company Ltd. | 108,787 | +35.8% | $13.1M |
| KEYS Keysight Technologies Inc. | 51,740 | +161% | $11.6M |
| TEL TE Connectivity plc | 123,919 | +79.5% | $11.6M |
| TJX TJX Companies, Inc. | 125,762 | +206% | $11.2M |
| WCN Waste Connections, Inc. | 420,808 | +19.3% | $10.5M |
| GFL GFL Environmental Inc. · Sub Vtg Shs | 275,712 | +564% | $9.8M |
| GIL Gildan Activewear, Inc. | 293,999 | +322% | $9.6M |
| SPOT Spotify Technology S.A. | 39,177 | +80.0% | $8.5M |
| CNQ Canadian Natural Resources Limited | 656,479 | +35.9% | $8.2M |
| TT Trane Technologies plc | 70,297 | +25.2% | $6.4M |
Trimmed (178)
| iShares Tr Core Msci Eafe | 51,980 | -81.8% | -$22.6M |
| A Agilent Technologies, Inc. | 183,316 | -31.9% | -$14.8M |
| KLAC KLA Corporation | 211,756 | -20.9% | -$10.9M |
| MSFT Microsoft Corporation | 363,545 | -5.3% | -$10.4M |
| SHOP Shopify Inc. | 218,970 | -21.2% | -$8.7M |
| MDT Medtronic plc. | 118,034 | -44.0% | -$8.0M |
| DE Deere & Company | 27,382 | -26.4% | -$6.6M |
| ULTA Ulta Beauty, Inc. | 10,667 | -52.8% | -$6.5M |
| INTU Intuit Inc. | 7,919 | -74.0% | -$6.2M |
| AZO AutoZone, Inc. | 3,178 | -37.9% | -$5.5M |
Exited (56)
| iShares Tr Esg Eafe Etf | 3.41M | Exited | -$288.4M |
| American Centy ETF Tr Avan Re Intl Etf | 1.98M | Exited | -$158.3M |
| MSI Motorola Solutions, Inc. | 47,180 | Exited | -$19.6M |
| Exxon Mobil Corp | 114,947 | Exited | -$15.7M |
| QXO QXO, Inc. | 764,707 | Exited | -$13.2M |
| EXR Extra Space Storage Inc | 31,965 | Exited | -$4.6M |
| ADT ADT Inc. | 569,170 | Exited | -$3.7M |
| Electronic Arts Inc | 11,365 | Exited | -$2.3M |
| GFI Gold Fields Limited · ADR | 45,060 | Exited | -$1.5M |
| BAP Credicorp Ltd. | 3,521 | Exited | -$1.4M |
The 10 largest of each, by estimated dollars: shares changed times the later report's price. Index tracking, splits and mergers move positions too.
All positions
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Reported value by quarter
Value and number of positions at the end of each quarter.
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Largest positions in earlier quarters
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Ten largest positions
By value, Q3 2026.
Filings
| Filing | ||||||
|---|---|---|---|---|---|---|
| Q3 2026 | Nov 12, 2026 | 13F-HR | 676 | $4.1B | Current | SEC ↗ |
| Q2 2026 | Aug 13, 2026 | 13F-HR | 522 | $4.3B | Current | SEC ↗ |
| Q1 2026 | May 14, 2026 | 13F-HR | 526 | $4.3B | Current | SEC ↗ |
| Q4 2025 | Feb 17, 2026 | 13F-HR/A (restatement) | 501 | $4.4B | Current | SEC ↗ |
| Q4 2025 | Feb 12, 2026 | 13F-HR | 501 | $4.4B | Replaced | SEC ↗ |
| Q3 2025 | Nov 12, 2025 | 13F-HR | 500 | $4.2B | Current | SEC ↗ |
| Q2 2025 | Aug 13, 2025 | 13F-HR | 490 | $4.0B | Current | SEC ↗ |
| Q1 2025 | May 13, 2025 | 13F-HR | 470 | $3.7B | Current | SEC ↗ |
Most recent first, up to 80. An amendment can replace a report or add holdings to it. All 13F filings
Information, not investment advice. Values are the fund's own figures at quarter end; a report can be up to 45 days old when filed. Disclaimer