Fund HoldingsNorthwest & Ethical Investments L.P.

Total Portfolio Value
$4.03B
Total Bought
$648.21M
Total Sold
$586.63M
Net Transaction
+$61.58M
Filing Period:
Securities
SharesValue ($K)
Q1 2025
Q2 2025
Change
Q1 2025
Q2 2025
Weight (%)
Change
MICROSOFT CORP(MSFT)0474,926+474,9260236,2125.86%+236,212
NVIDIA CORPORATION(NVDA)0779,249+779,2490123,1033.06%+123,103
SPDR S&P 500 ETF TR(SPY)048,400+48,400029,9040.74%+29,904
SHOPIFY INC(SHOP)0221,168+221,168025,4350.63%+25,435
BROADCOM INC(AVGO)0227,386+227,386062,6121.55%+62,612
EMERA INC(EMA)0434,445+434,445019,8920.49%+19,892
TAIWAN SEMICONDUCTOR MFG LTD(TSM)0117,325+117,325026,5880.66%+26,588
SERVICENOW INC(NOW)031,972+31,972032,8670.82%+32,867
VANGUARD CHARLOTTE FDS
TOTAL INT BD ETF
0555,110+555,110027,4830.68%+27,483
ITRON INC(ITRI)086,341+86,341011,3650.28%+11,365
META PLATFORMS INC(META)60,11761,707+1,59034,64545,5281.13%+10,883
NETFLIX INC(NFLX)010,844+10,844014,5040.36%+14,504
ORACLE CORP(ORCL)0126,742+126,742027,6770.69%+27,677
ZOETIS INC(ZTS)086,890+86,890013,5500.34%+13,550
PFIZER INC(PFE)0611,943+611,943014,8330.37%+14,833
ALPHABET INC(GOOG)0158,630+158,630027,9890.69%+27,989
ROPER TECHNOLOGIES INC(ROP)017,367+17,36709,8410.24%+9,841
ANALOG DEVICES INC(ADI)077,067+77,067018,3390.46%+18,339
BANK AMERICA CORP0704,693+704,693033,3380.83%+33,338
RENAISSANCERE HLDGS LTD(RNR)93,907129,908+36,00122,53831,5550.78%+9,017
APPLIED MATLS INC0186,224+186,224034,0920.85%+34,092
ROYAL BK CDA(RY)508,296500,182-8,11457,29165,7641.63%+8,473
HANOVER INS GROUP INC(THG)044,022+44,02207,4780.19%+7,478
HOME DEPOT INC(HD)029,742+29,742010,9110.27%+10,911
LINDE PLC(LIN)107,611121,760+14,14950,10857,1271.42%+7,019
AMAZON COM INC(AMZN)0266,226+266,226058,4581.45%+58,458
BANK NOVA SCOTIA HALIFAX0337,109+337,109018,6320.46%+18,632
BRP INC(DOO)0264,625+264,625012,8390.32%+12,839
VERALTO CORP(VLTO)0254,267+254,267025,6680.64%+25,668
EMERSON ELEC CO(EMR)048,080+48,08006,4110.16%+6,411
QUALCOMM INC(QCOM)098,605+98,605015,7010.39%+15,701
MONSTER BEVERAGE CORP NEW(MNST)0100,270+100,27006,2810.16%+6,281
S&P GLOBAL INC(SPGI)15,55526,842+11,2877,90314,1480.35%+6,245
CANADIAN PACIFIC KANSAS CITY(CP)395,770428,530+32,76027,79133,9630.84%+6,172
CME GROUP INC(CME)28,71649,874+21,1587,61713,7440.34%+6,127
CANADIAN NATL RY CO(CNI)341,221377,662+36,44133,22639,3300.98%+6,104
INTUIT(INTU)56,67451,769-4,90534,79640,7571.01%+5,961
CGI INC(GIB)0343,566+343,566036,0540.89%+36,054
AUTODESK INC079,159+79,159024,5050.61%+24,505
HUBBELL INC(HUBB)073,116+73,116029,8610.74%+29,861
ROCKWELL AUTOMATION INC(ROK)016,490+16,49005,4770.14%+5,477
AGILENT TECHNOLOGIES INC(A)0428,545+428,545050,5731.26%+50,573
NICE LTD(NICE)47,47075,620+28,1507,31812,7730.32%+5,455
CORPAY INC(CPAY)20,54237,782+17,2407,16312,5370.31%+5,373
COPART INC(CPRT)0130,740+130,74006,4020.16%+6,402
SALESFORCE INC(CRM)57,21775,147+17,93015,35420,4920.51%+5,138
BOOKING HOLDINGS INC(BKNG)03,594+3,594020,8070.52%+20,807
STANTEC INC(STN)216,924209,828-7,09617,98322,8140.57%+4,832
TORONTO DOMINION BK ONT(TD)802,497721,169-81,32848,11652,9381.31%+4,822
ALGONQUIN PWR UTILS CORP0888,264+888,26405,0900.13%+5,090
FASTENAL CO(FAST)0135,069+135,06905,6720.14%+5,672
SYNOPSYS INC(SNPS)058,526+58,526029,9850.74%+29,985
AMETEK INC028,058+28,05805,0760.13%+5,076
JOHNSON & JOHNSON(JNJ)061,527+61,52709,3980.23%+9,398
TE CONNECTIVITY PLC(TEL)0172,773+172,773029,1420.72%+29,142
MARVELL TECHNOLOGY INC(MRVL)265,486264,431-1,05516,34620,4660.51%+4,120
EXELON CORP(EXC)0249,670+249,670010,8410.27%+10,841
CONSTELLATION ENERGY CORP(CEG)030,741+30,74109,9220.25%+9,922
KEURIG DR PEPPER INC(KDP)0112,389+112,38903,7160.09%+3,716
TELUS INTL CDA INC02,209,937+2,209,93708,0290.20%+8,029
KENVUE INC(KVUE)0168,626+168,62603,5290.09%+3,529
ROGERS COMMUNICATIONS INC(RCI)443,299516,939+73,64011,84615,2840.38%+3,439
FRANCO NEV CORP(FNV)137,709153,061+15,35221,67225,0820.62%+3,411
TEXAS INSTRS INC(TXN)0155,446+155,446032,2740.80%+32,274
ROSS STORES INC(ROST)033,424+33,42404,2640.11%+4,264
ALPHABET INC(GOOG)0252,425+252,425044,7781.11%+44,778
3M CO(MMM)021,211+21,21103,2290.08%+3,229
ADOBE INC(ADBE)038,362+38,362014,8410.37%+14,841
NEW YORK TIMES CO(NYT)0303,161+303,161016,9710.42%+16,971
ATMOS ENERGY CORP(ATO)019,656+19,65603,0290.08%+3,029
EVERSOURCE ENERGY(ES)047,319+47,31903,0100.07%+3,010
MERCADOLIBRE INC(MELI)06,005+6,005015,6950.39%+15,695
BENTLEY SYS INC(BSY)054,916+54,91602,9640.07%+2,964
PALO ALTO NETWORKS INC(PANW)28,74138,263+9,5224,9047,8140.19%+2,911
CSX CORP(CSX)0223,551+223,55107,2940.18%+7,294
MASTERCARD INCORPORATED(MA)50,04253,940+3,89827,42830,2930.75%+2,865
HERSHEY CO(HSY)016,770+16,77002,7830.07%+2,783
PENTAIR PLC(PNR)0201,197+201,197020,6550.51%+20,655
CENCORA INC09,007+9,00702,7010.07%+2,701
BARRICK MNG CORP(B)0128,425+128,42502,6720.07%+2,672
CINTAS CORP(CTAS)021,074+21,07404,6970.12%+4,697
EBAY INC.(EBAY)388,783388,442-34126,33228,9230.72%+2,591
TETRA TECH INC NEW(TTEK)069,945+69,94502,5150.06%+2,515
TELUS CORPORATION(TU)645,893735,143+89,2509,27011,7830.29%+2,513
PEPSICO INC(PEP)32,01755,339+23,3224,8017,3070.18%+2,506
CELESTICA INC(CLS)32,52032,550+302,5675,0200.12%+2,453
SUN LIFE FINANCIAL INC.(SLF)735,766670,116-65,65042,13544,5561.11%+2,422
TFI INTL INC(TFII)0166,425+166,425014,9320.37%+14,932
LENNOX INTL INC(LII)03,953+3,95302,2660.06%+2,266
MAGNA INTL INC(MGA)0446,193+446,193017,2400.43%+17,240
REPUBLIC SVCS INC(RSG)099,308+99,308024,4900.61%+24,490
PEMBINA PIPELINE CORP(PBA)0177,649+177,64906,6670.17%+6,667
CANADIAN IMPERIAL BK COMM(CM)0192,993+192,993013,6660.34%+13,666
CANADIAN NAT RES LTD(CNQ)690,975741,744+50,76921,27423,3560.58%+2,082
COGNIZANT TECHNOLOGY SOLUTIO(CTSH)065,761+65,76105,1310.13%+5,131
RELIANCE INC(RS)06,579+6,57902,0650.05%+2,065
WEST PHARMACEUTICAL SVSC INC(WST)09,394+9,39402,0550.05%+2,055
DISNEY WALT CO(DIS)063,220+63,22007,8240.19%+7,824
WATSCO INC(WSO)04,434+4,43401,9580.05%+1,958
BROOKFIELD CORP(BN)478,532436,403-42,12925,05827,0050.67%+1,946
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