Filed: 7/8/2025ACC: 0002033536-25-000021
📋 What this filing means
NORTHWEST & ETHICAL INVESTMENTS L.P. filed this quarterly 13F‑HR report disclosing 224 equity positions with a total reported market value of $1.41B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
224
Positions
$1.41B
Total AUM (reported)
38.48M
Total Shares
Allocation by class
COM$1.01B71.5%
COM NEW$146.84M10.4%
CL B$43.87M3.1%
CL A$33.70M2.4%
SPONSORED ADR$32.25M2.3%
CL B CONV$19.58M1.4%
SHS$17.04M1.2%
Portfolio Concentration
Top 3$178.74M12.7%
4–10$221.76M15.7%
11–25$265.37M18.8%
Rest$745.85M52.8%
Top 3 weight
12.7%
Top 10 weight
28.4%
Voting Authority Distribution
Total shares with voting rights: 38.48M
Sole
Full voting authority
38.48M
shares
% of voting shares100.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
0.00
shares
% of voting shares0.0%
Investment Discretion (by position count)
Sole224
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings224
Rows:
TORONTO DOMINION BK ONT
SOLEShares806.38K
TypeSH
Market value$67.16M
4.76%
Sole
806.38K
Shared
0.00
None
0.00
BANK NOVA SCOTIA HALIFAX
SOLEShares1.07M
TypeSH
Market value$62.13M
4.40%
Sole
1.07M
Shared
0.00
None
0.00
TELUS CORP
SOLEShares715.95K
TypeSH
Market value$49.46M
3.50%
Sole
715.95K
Shared
0.00
None
0.00
MANULIFE FINL CORP
SOLEShares2.95M
TypeSH
Market value$43.40M
3.07%
Sole
2.95M
Shared
0.00
None
0.00
CANADIAN NATL RY CO
SOLEShares384.69K
TypeSH
Market value$38.67M
2.74%
Sole
384.69K
Shared
0.00
None
0.00
CDN IMPERIAL BK OF COMMERCE
SOLEShares409.89K
TypeSH
Market value$32.16M
2.28%
Sole
409.89K
Shared
0.00
None
0.00
BCE INC
SOLEShares622.36K
TypeSH
Market value$29.08M
2.06%
Sole
622.36K
Shared
0.00
None
0.00
ROYAL BK CDA MONTREAL QUE
SOLEShares449.70K
TypeSH
Market value$27.10M
1.92%
Sole
449.70K
Shared
0.00
None
0.00
JOHNSON & JOHNSON
SOLEShares317.43K
TypeSH
Market value$25.88M
1.83%
Sole
317.43K
Shared
0.00
None
0.00
ROGERS COMMUNICATIONS INC
SOLEShares498.40K
TypeSH
Market value$25.46M
1.80%
Sole
498.40K
Shared
0.00
None
0.00
KRAFT FOODS GROUP INC
SOLEShares477.44K
TypeSH
Market value$24.60M
1.74%
Sole
477.44K
Shared
0.00
None
0.00
CANADIAN NAT RES LTD
SOLEShares751.73K
TypeSH
Market value$24.11M
1.71%
Sole
751.73K
Shared
0.00
None
0.00
MAGNA INTL INC
SOLEShares375.40K
TypeSH
Market value$22.07M
1.56%
Sole
375.40K
Shared
0.00
None
0.00
BEMIS INC
SOLEShares491.43K
TypeSH
Market value$19.83M
1.40%
Sole
491.43K
Shared
0.00
None
0.00
SHAW COMMUNICATIONS INC
SOLEShares790.49K
TypeSH
Market value$19.58M
1.39%
Sole
790.49K
Shared
0.00
None
0.00
DISNEY WALT CO
SOLEShares294.27K
TypeSH
Market value$16.71M
1.18%
Sole
294.27K
Shared
0.00
None
0.00
GILDAN ACTIVEWEAR INC
SOLEShares418.67K
TypeSH
Market value$16.71M
1.18%
Sole
418.67K
Shared
0.00
None
0.00
SUN LIFE FINL INC
SOLEShares594.92K
TypeSH
Market value$16.24M
1.15%
Sole
594.92K
Shared
0.00
None
0.00
GOOGLE INC
SOLEShares20.26K
TypeSH
Market value$16.09M
1.14%
Sole
20.26K
Shared
0.00
None
0.00
GRANITE REAL ESTATE INVT TR
SOLEShares416.45K
TypeSH
Market value$15.93M
1.13%
Sole
416.45K
Shared
0.00
None
0.00
SUNCOR ENERGY INC NEW
SOLEShares518.76K
TypeSH
Market value$15.55M
1.10%
Sole
518.76K
Shared
0.00
None
0.00
TARGET CORP
SOLEShares221.53K
TypeSH
Market value$15.16M
1.07%
Sole
221.53K
Shared
0.00
None
0.00
WASTE MGMT INC DEL
SOLEShares381.15K
TypeSH
Market value$14.94M
1.06%
Sole
381.15K
Shared
0.00
None
0.00
MICROSOFT CORP
SOLEShares490K
TypeSH
Market value$14.02M
0.99%
Sole
490K
Shared
0.00
None
0.00
CSX CORP
SOLEShares561.02K
TypeSH
Market value$13.82M
0.98%
Sole
561.02K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
TORONTO DOMINION BK ONTSOLE | COM NEW | 806.38K | SH | $67.16M 4.76% | 806.38K | 0.00 | 0.00 |
BANK NOVA SCOTIA HALIFAXSOLE | COM | 1.07M | SH | $62.13M 4.40% | 1.07M | 0.00 | 0.00 |
TELUS CORPSOLE | COM | 715.95K | SH | $49.46M 3.50% | 715.95K | 0.00 | 0.00 |
MANULIFE FINL CORPSOLE | COM | 2.95M | SH | $43.40M 3.07% | 2.95M | 0.00 | 0.00 |
CANADIAN NATL RY COSOLE | COM | 384.69K | SH | $38.67M 2.74% | 384.69K | 0.00 | 0.00 |
CDN IMPERIAL BK OF COMMERCESOLE | COM | 409.89K | SH | $32.16M 2.28% | 409.89K | 0.00 | 0.00 |
BCE INCSOLE | COM NEW | 622.36K | SH | $29.08M 2.06% | 622.36K | 0.00 | 0.00 |
ROYAL BK CDA MONTREAL QUESOLE | COM | 449.70K | SH | $27.10M 1.92% | 449.70K | 0.00 | 0.00 |
JOHNSON & JOHNSONSOLE | COM | 317.43K | SH | $25.88M 1.83% | 317.43K | 0.00 | 0.00 |
ROGERS COMMUNICATIONS INCSOLE | CL B | 498.40K | SH | $25.46M 1.80% | 498.40K | 0.00 | 0.00 |
KRAFT FOODS GROUP INCSOLE | COM | 477.44K | SH | $24.60M 1.74% | 477.44K | 0.00 | 0.00 |
CANADIAN NAT RES LTDSOLE | COM | 751.73K | SH | $24.11M 1.71% | 751.73K | 0.00 | 0.00 |
MAGNA INTL INCSOLE | COM | 375.40K | SH | $22.07M 1.56% | 375.40K | 0.00 | 0.00 |
BEMIS INCSOLE | COM | 491.43K | SH | $19.83M 1.40% | 491.43K | 0.00 | 0.00 |
SHAW COMMUNICATIONS INCSOLE | CL B CONV | 790.49K | SH | $19.58M 1.39% | 790.49K | 0.00 | 0.00 |
DISNEY WALT COSOLE | COM DISNEY | 294.27K | SH | $16.71M 1.18% | 294.27K | 0.00 | 0.00 |
GILDAN ACTIVEWEAR INCSOLE | COM | 418.67K | SH | $16.71M 1.18% | 418.67K | 0.00 | 0.00 |
SUN LIFE FINL INCSOLE | COM | 594.92K | SH | $16.24M 1.15% | 594.92K | 0.00 | 0.00 |
GOOGLE INCSOLE | CL A | 20.26K | SH | $16.09M 1.14% | 20.26K | 0.00 | 0.00 |
GRANITE REAL ESTATE INVT TRSOLE | UNIT 99/99/9999 | 416.45K | SH | $15.93M 1.13% | 416.45K | 0.00 | 0.00 |
SUNCOR ENERGY INC NEWSOLE | COM | 518.76K | SH | $15.55M 1.10% | 518.76K | 0.00 | 0.00 |
TARGET CORPSOLE | COM | 221.53K | SH | $15.16M 1.07% | 221.53K | 0.00 | 0.00 |
WASTE MGMT INC DELSOLE | COM | 381.15K | SH | $14.94M 1.06% | 381.15K | 0.00 | 0.00 |
MICROSOFT CORPSOLE | COM | 490K | SH | $14.02M 0.99% | 490K | 0.00 | 0.00 |
CSX CORPSOLE | COM | 561.02K | SH | $13.82M 0.98% | 561.02K | 0.00 | 0.00 |
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