Filed: 7/8/2025ACC: 0002033536-25-000022
📋 What this filing means
NORTHWEST & ETHICAL INVESTMENTS L.P. filed this quarterly 13F‑HR report disclosing 228 equity positions with a total reported market value of $1.27B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
228
Positions
$1.27B
Total AUM (reported)
36.33M
Total Shares
Allocation by class
COM$890.59M69.9%
COM NEW$165.36M13.0%
SPONSORED ADR$36.61M2.9%
CL B$30.49M2.4%
SHS$27.34M2.1%
CL A$18.07M1.4%
CL B CONV$15.03M1.2%
Portfolio Concentration
Top 3$173.66M13.6%
4–10$213.15M16.7%
11–25$268.07M21.0%
Rest$619.70M48.6%
Top 3 weight
13.6%
Top 10 weight
30.3%
Voting Authority Distribution
Total shares with voting rights: 36.33M
Sole
Full voting authority
36.33M
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)
Sole228
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings228
Rows:
TORONTO DOMINION BK ONT
SOLEShares965.26K
TypeSH
Market value$77.56M
6.09%
Sole
965.26K
Shared
0.00
None
0.00
BANK N S HALIFAX
SOLEShares932.73K
TypeSH
Market value$49.88M
3.91%
Sole
932.73K
Shared
0.00
None
0.00
MANULIFE FINL CORP
SOLEShares2.89M
TypeSH
Market value$46.22M
3.63%
Sole
2.89M
Shared
0.00
None
0.00
TELUS CORP
SOLEShares1.47M
TypeSH
Market value$43.02M
3.38%
Sole
1.47M
Shared
0.00
None
0.00
CANADIAN NATL RY CO
SOLEShares341.24K
TypeSH
Market value$33.24M
2.61%
Sole
341.24K
Shared
0.00
None
0.00
BCE INC
SOLEShares769.36K
TypeSH
Market value$31.56M
2.48%
Sole
769.36K
Shared
0.00
None
0.00
CDN IMPERIAL BK OF COMMERCE
SOLEShares408.69K
TypeSH
Market value$29.02M
2.28%
Sole
408.69K
Shared
0.00
None
0.00
CANADIAN NAT RES LTD
SOLEShares939.92K
TypeSH
Market value$26.51M
2.08%
Sole
939.92K
Shared
0.00
None
0.00
SUN LIFE FINL INC
SOLEShares857.11K
TypeSH
Market value$25.40M
1.99%
Sole
857.11K
Shared
0.00
None
0.00
MICROSOFT CORP
SOLEShares706.58K
TypeSH
Market value$24.40M
1.91%
Sole
706.58K
Shared
0.00
None
0.00
ROGERS COMMUNICATIONS INC
SOLEShares621.60K
TypeSH
Market value$24.36M
1.91%
Sole
621.60K
Shared
0.00
None
0.00
MAGNA INTL INC
SOLEShares340.08K
TypeSH
Market value$24.22M
1.90%
Sole
340.08K
Shared
0.00
None
0.00
JOHNSON & JOHNSON
SOLEShares266.23K
TypeSH
Market value$22.86M
1.79%
Sole
266.23K
Shared
0.00
None
0.00
SUNCOR ENERGY INC NEW
SOLEShares762.40K
TypeSH
Market value$22.48M
1.76%
Sole
762.40K
Shared
0.00
None
0.00
KRAFT FOODS GROUP INC
SOLEShares373.42K
TypeSH
Market value$20.86M
1.64%
Sole
373.42K
Shared
0.00
None
0.00
BEMIS INC
SOLEShares471.76K
TypeSH
Market value$18.46M
1.45%
Sole
471.76K
Shared
0.00
None
0.00
ROYAL BK CDA MONTREAL QUE
SOLEShares296.19K
TypeSH
Market value$17.27M
1.35%
Sole
296.19K
Shared
0.00
None
0.00
MERCK & CO INC NEW
SOLEShares363.35K
TypeSH
Market value$16.88M
1.32%
Sole
363.35K
Shared
0.00
None
0.00
DOMTAR CORP
SOLEShares252.85K
TypeSH
Market value$16.83M
1.32%
Sole
252.85K
Shared
0.00
None
0.00
TARGET CORP
SOLEShares234.34K
TypeSH
Market value$16.14M
1.27%
Sole
234.34K
Shared
0.00
None
0.00
SHAW COMMUNICATIONS INC
SOLEShares625.85K
TypeSH
Market value$15.03M
1.18%
Sole
625.85K
Shared
0.00
None
0.00
GRANITE REAL ESTATE INVT TR
SOLEShares408.45K
TypeSH
Market value$14.08M
1.10%
Sole
408.45K
Shared
0.00
None
0.00
JPMORGAN CHASE & CO
SOLEShares251.43K
TypeSH
Market value$13.27M
1.04%
Sole
251.43K
Shared
0.00
None
0.00
GOOGLE INC
SOLEShares14.60K
TypeSH
Market value$12.85M
1.01%
Sole
14.60K
Shared
0.00
None
0.00
ENI S P A
SOLEShares304.10K
TypeSH
Market value$12.48M
0.98%
Sole
304.10K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
TORONTO DOMINION BK ONTSOLE | COM NEW | 965.26K | SH | $77.56M 6.09% | 965.26K | 0.00 | 0.00 |
BANK N S HALIFAXSOLE | COM | 932.73K | SH | $49.88M 3.91% | 932.73K | 0.00 | 0.00 |
MANULIFE FINL CORPSOLE | COM | 2.89M | SH | $46.22M 3.63% | 2.89M | 0.00 | 0.00 |
TELUS CORPSOLE | COM | 1.47M | SH | $43.02M 3.38% | 1.47M | 0.00 | 0.00 |
CANADIAN NATL RY COSOLE | COM | 341.24K | SH | $33.24M 2.61% | 341.24K | 0.00 | 0.00 |
BCE INCSOLE | COM NEW | 769.36K | SH | $31.56M 2.48% | 769.36K | 0.00 | 0.00 |
CDN IMPERIAL BK OF COMMERCESOLE | COM | 408.69K | SH | $29.02M 2.28% | 408.69K | 0.00 | 0.00 |
CANADIAN NAT RES LTDSOLE | COM | 939.92K | SH | $26.51M 2.08% | 939.92K | 0.00 | 0.00 |
SUN LIFE FINL INCSOLE | COM | 857.11K | SH | $25.40M 1.99% | 857.11K | 0.00 | 0.00 |
MICROSOFT CORPSOLE | COM | 706.58K | SH | $24.40M 1.91% | 706.58K | 0.00 | 0.00 |
ROGERS COMMUNICATIONS INCSOLE | CL B | 621.60K | SH | $24.36M 1.91% | 621.60K | 0.00 | 0.00 |
MAGNA INTL INCSOLE | COM | 340.08K | SH | $24.22M 1.90% | 340.08K | 0.00 | 0.00 |
JOHNSON & JOHNSONSOLE | COM | 266.23K | SH | $22.86M 1.79% | 266.23K | 0.00 | 0.00 |
SUNCOR ENERGY INC NEWSOLE | COM | 762.40K | SH | $22.48M 1.76% | 762.40K | 0.00 | 0.00 |
KRAFT FOODS GROUP INCSOLE | COM | 373.42K | SH | $20.86M 1.64% | 373.42K | 0.00 | 0.00 |
BEMIS INCSOLE | COM | 471.76K | SH | $18.46M 1.45% | 471.76K | 0.00 | 0.00 |
ROYAL BK CDA MONTREAL QUESOLE | COM | 296.19K | SH | $17.27M 1.35% | 296.19K | 0.00 | 0.00 |
MERCK & CO INC NEWSOLE | COM | 363.35K | SH | $16.88M 1.32% | 363.35K | 0.00 | 0.00 |
DOMTAR CORPSOLE | COM NEW | 252.85K | SH | $16.83M 1.32% | 252.85K | 0.00 | 0.00 |
TARGET CORPSOLE | COM | 234.34K | SH | $16.14M 1.27% | 234.34K | 0.00 | 0.00 |
SHAW COMMUNICATIONS INCSOLE | CL B CONV | 625.85K | SH | $15.03M 1.18% | 625.85K | 0.00 | 0.00 |
GRANITE REAL ESTATE INVT TRSOLE | UNIT 99/99/9999 | 408.45K | SH | $14.08M 1.10% | 408.45K | 0.00 | 0.00 |
JPMORGAN CHASE & COSOLE | COM | 251.43K | SH | $13.27M 1.04% | 251.43K | 0.00 | 0.00 |
GOOGLE INCSOLE | CL A | 14.60K | SH | $12.85M 1.01% | 14.60K | 0.00 | 0.00 |
ENI S P ASOLE | SPONSORED ADR | 304.10K | SH | $12.48M 0.98% | 304.10K | 0.00 | 0.00 |
Page 1 of 10
…