Fund Holdings — Northwest & Ethical Investments L.P.

Total Portfolio Value
$4.24B
Total Bought
$512.90M
Total Sold
$390.79M
Net Transaction
+$122.11M
Filing Period:
Securities
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SharesValue ($K)
Q2 2025
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Q3 2025
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Change
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Q2 2025
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Q3 2025
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Weight (%)
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Change
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ALPHABET INC(GOOG)252,425290,165+37,74044,77870,6701.67%+25,892
ZOETIS INC(ZTS)86,890252,631+165,74113,55036,9650.87%+23,414
APPLE INC(AAPL)409,544419,805+10,26183,945106,8902.52%+22,945
APTIV PLC(APTV)221,617401,873+180,25615,11934,6490.82%+19,531
CISCO SYS INC(CSCO)106,228337,938+231,7107,37023,1220.55%+15,752
NVIDIA CORPORATION(NVDA)779,249743,942-35,307123,103138,6133.27%+15,510
MICROSOFT CORP(MSFT)474,926484,061+9,135236,212250,6705.91%+14,458
ALPHABET INC(GOOG)158,630171,966+13,33627,98941,8220.99%+13,833
SS&C TECHNOLOGIES HLDGS INC(SSNC)0152,530+152,530013,5390.32%+13,539
AMAZON COM INC(AMZN)266,226324,883+58,65758,45871,3671.68%+12,909
UNION PAC CORP(UNP)124,605174,676+50,07128,66941,2880.97%+12,619
ABBVIE INC(ABBV)118,793145,078+26,28522,03833,5420.79%+11,504
NETFLIX INC(NFLX)10,84420,855+10,01114,50425,0110.59%+10,507
ROYAL BK CDA(RY)500,182510,288+10,10665,76475,1881.77%+9,424
MOTOROLA SOLUTIONS INC(MSI)3,60423,630+20,0261,51510,8060.25%+9,290
FRANCO NEV CORP(FNV)153,061154,345+1,28425,08234,2820.81%+9,200
SMITH A O CORP(AOS)199,428289,644+90,21613,07621,2630.50%+8,186
ROGERS COMMUNICATIONS INC(RCI)516,939667,159+150,22015,28423,1030.55%+7,819
AGILENT TECHNOLOGIES INC(A)428,545447,743+19,19850,57357,4681.36%+6,895
ITRON INC(ITRI)86,341146,215+59,87411,36518,2130.43%+6,847
VERALTO CORP(VLTO)254,267304,480+50,21325,66832,4600.77%+6,792
MARVELL TECHNOLOGY INC(MRVL)264,431318,500+54,06920,46626,7760.63%+6,310
HIGH TIDE INC12,84794,292+81,4459286,5720.16%+5,644
COPT DEFENSE PROPERTIES(CDP)0188,047+188,04705,4650.13%+5,465
EXTRA SPACE STORAGE INC(EXR)037,800+37,80005,3280.13%+5,328
ADT INC DEL(ADT)0607,180+607,18005,2890.12%+5,289
BROOKFIELD CORP(BN)436,403467,471+31,06827,00532,1390.76%+5,134
AMEREN CORP(AEE)164,783197,323+32,54015,82620,5970.49%+4,771
YUM BRANDS INC(YUM)59,98288,802+28,8208,88813,4980.32%+4,610
GILEAD SCIENCES INC(GILD)278,251318,819+40,56830,85035,3930.84%+4,544
THERMO FISHER SCIENTIFIC INC(TMO)22,61528,232+5,6179,16913,6490.32%+4,480
TAIWAN SEMICONDUCTOR MFG LTD(TSM)117,325110,720-6,60526,58830,8940.73%+4,306
XYLEM INC(XYL)226,658226,658029,32033,4320.79%+4,112
AGNICO EAGLE MINES LTD(AEM)107,08899,348-7,74012,64416,6700.39%+4,027
ENBRIDGE INC(ENB)821,042817,022-4,02037,18341,1420.97%+3,958
CANADIAN IMPERIAL BANK OF CO(CM)192,993220,613+27,62013,66617,6170.42%+3,951
EATON CORP PLC(ETN)15,00524,836+9,8315,3579,2950.22%+3,938
MAGNA INTL INC(MGA)446,193446,093-10017,24021,1390.50%+3,899
BANK AMERICA CORP704,693720,434+15,74133,33837,2010.88%+3,863
BANK NOVA SCOTIA HALIFAX337,109345,389+8,28018,63222,3380.53%+3,706
BARRICK MNG CORP(B)128,425193,244+64,8192,6726,3680.15%+3,696
CITIGROUP INC(C)47,22074,666+27,4464,0197,5920.18%+3,573
AMERICAN EXPRESS CO(AXP)23,11832,798+9,6807,37410,8940.26%+3,520
SSR MINING IN(SSRM)45,362163,682+118,3205644,0170.09%+3,452
BERKSHIRE HATHAWAY INC DEL14,89721,137+6,2407,23710,6260.25%+3,390
VANGUARD INDEX FDS4,50023,610+19,1107404,1090.10%+3,369
RELX PLC(RELX)217,185316,755+99,57011,80215,1280.36%+3,326
SHOPIFY INC(SHOP)221,168192,020-29,14825,43528,5640.67%+3,129
TFI INTL INC(TFII)166,425205,161+38,73614,93218,0580.43%+3,126
TJX COS INC NEW(TJX)51,58765,488+13,9016,3699,4550.22%+3,086
TORONTO DOMINION BK ONT(TD)721,169700,583-20,58652,93856,0071.32%+3,069
SUNRUN INC(RUN)0176,514+176,51403,0520.07%+3,052
FORTUNE BRANDS INNOVATIONS I(FBIN)30,23885,396+55,1581,5574,5590.11%+3,003
AUTOZONE INC(AZO)7,0296,770-25926,09329,0450.69%+2,952
ELI LILLY & CO(LLY)28,60533,015+4,41022,29125,1400.59%+2,849
IAMGOLD CORP(IAG)214,011342,181+128,1701,5494,3960.10%+2,848
NEXTERA ENERGY INC(NEE)66,89297,961+31,0694,6447,3950.17%+2,751
TREX CO INC(TREX)052,466+52,46602,7110.06%+2,711
PEMBINA PIPELINE CORP(PBA)177,649230,586+52,9376,6679,3240.22%+2,657
LOWES COS INC(LOW)24,64831,796+7,1485,4697,9910.19%+2,522
OPEN TEXT CORP(OTEX)233,765247,726+13,9616,8279,2650.22%+2,438
CRH PLC
ORD
21,91036,707+14,7971,9974,4010.10%+2,404
JPMORGAN CHASE & CO.(JPM)92,94592,945026,93529,3190.69%+2,384
SPDR S&P 500 ETF TR(SPY)48,40048,400029,90432,2430.76%+2,339
ROPER TECHNOLOGIES INC(ROP)17,36724,380+7,0139,84112,1580.29%+2,317
CENOVUS ENERGY INC(CVE)450,103487,193+37,0906,1488,3490.20%+2,201
PINNACLE FINL PARTNERS INC10,95734,334+23,3771,2003,2200.08%+2,020
ROYAL CARIBBEAN GROUP
COM
5,45611,511+6,0551,7083,7250.09%+2,016
VISA INC(V)114,824125,325+10,50140,76842,7831.01%+2,015
NEWMONT CORP(NEM)75,22575,22504,3836,3420.15%+1,960
CROWDSTRIKE HLDGS INC(CRWD)03,942+3,94201,9330.05%+1,933
BCE INC(BCE)339,170404,482+65,3127,5189,4500.22%+1,932
BROADCOM INC(AVGO)227,386195,654-31,73262,61264,5271.52%+1,915
MCKESSON CORP(MCK)41,87642,126+25030,68632,5440.77%+1,858
WEYERHAEUSER CO MTN BE(WY)126,329205,567+79,2383,2455,0960.12%+1,851
F5 INC(FFIV)8,09013,068+4,9782,3814,2230.10%+1,842
WHEATON PRECIOUS METALS CORP(WPM)74,10975,169+1,0606,6158,3820.20%+1,767
MONGODB INC(MDB)05,530+5,53001,7530.04%+1,753
SUNCOR ENERGY INC NEW(SU)228,027245,727+17,7008,54610,2920.24%+1,746
HUBBELL INC(HUBB)73,11673,416+30029,86131,5920.75%+1,730
TC ENERGY CORP(TRP)295,819297,869+2,05014,46716,1130.38%+1,645
ITAU UNIBANCO HLDG S A(ITUB)0221,449+221,44901,6250.04%+1,625
MERCK & CO INC(MRK)302,560304,530+1,97023,95125,5590.60%+1,609
ADVANCED MICRO DEVICES INC(AMD)3,10012,464+9,3644462,0160.05%+1,570
COEUR MNG INC(CDE)77,320119,310+41,9906732,2350.05%+1,561
DOMINION ENERGY INC(D)123,614139,677+16,0636,9878,5440.20%+1,557
HUDBAY MINERALS INC(HBM)306,722315,302+8,5803,2564,7950.11%+1,538
SPDR SERIES TRUST
ST STR SP REGBNK
15,30038,250+22,9509102,4320.06%+1,522
OREILLY AUTOMOTIVE INC(ORLY)104,325101,236-3,0899,40310,9140.26%+1,511
CARRIER GLOBAL CORPORATION(CARR)301,613394,767+93,15422,07523,5680.56%+1,493
HCA HEALTHCARE INC(HCA)12,41914,588+2,1694,7586,2170.15%+1,460
TPG INC(TPG)024,510+24,51001,4440.03%+1,444
RENAISSANCERE HLDGS LTD(RNR)129,908129,908031,55532,9880.78%+1,433
HP INC(HPQ)200,935231,743+30,8084,9156,3100.15%+1,395
EXELON CORP(EXC)249,670271,810+22,14010,84112,2340.29%+1,393
APPLOVIN CORP(APP)01,919+1,91901,3790.03%+1,379
BRP INC(DOO)264,625233,445-31,18012,83914,1910.33%+1,352
RENEW ENERGY GLOBAL PLC(RNW)1,287,5231,330,946+43,4238,89710,2480.24%+1,352
COLGATE PALMOLIVE CO(CL)143,694179,998+36,30413,06214,3890.34%+1,327
LAM RESEARCH CORP(LRCX)32,37033,248+8783,1514,4520.11%+1,301
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Northwest & Ethical Investments L.P. — 13F Holdings — Q3 2025 | TickerTrail