Filed: 7/8/2025ACC: 0002033536-25-000023
📋 What this filing means
NORTHWEST & ETHICAL INVESTMENTS L.P. filed this quarterly 13F‑HR report disclosing 226 equity positions with a total reported market value of $1.38B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
226
Positions
$1.38B
Total AUM (reported)
34.65M
Total Shares
Allocation by class
COM$973.75M70.7%
COM NEW$165.27M12.0%
CL B$43.11M3.1%
SPONSORED ADR$39.11M2.8%
CL A$18.86M1.4%
SHS$16.38M1.2%
NY REG SH NEW$14.60M1.1%
Portfolio Concentration
Top 3$194.90M14.2%
4–10$233.61M17.0%
11–25$254.55M18.5%
Rest$694.10M50.4%
Top 3 weight
14.2%
Top 10 weight
31.1%
Voting Authority Distribution
Total shares with voting rights: 34.65M
Sole
Full voting authority
34.65M
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)
Sole226
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings226
Rows:
TORONTO DOMINION BK ONT
SOLEShares1.03M
TypeSH
Market value$92.61M
6.72%
Sole
1.03M
Shared
0.00
None
0.00
BANK N S HALIFAX
SOLEShares969.32K
TypeSH
Market value$55.61M
4.04%
Sole
969.32K
Shared
0.00
None
0.00
TELUS CORP
SOLEShares1.41M
TypeSH
Market value$46.69M
3.39%
Sole
1.41M
Shared
0.00
None
0.00
CANADIAN NATL RY CO
SOLEShares427.81K
TypeSH
Market value$43.41M
3.15%
Sole
427.81K
Shared
0.00
None
0.00
SUNCOR ENERGY INC NEW
SOLEShares1.13M
TypeSH
Market value$40.50M
2.94%
Sole
1.13M
Shared
0.00
None
0.00
MANULIFE FINL CORP
SOLEShares2.35M
TypeSH
Market value$38.90M
2.82%
Sole
2.35M
Shared
0.00
None
0.00
CANADIAN NAT RES LTD
SOLEShares973.41K
TypeSH
Market value$30.64M
2.22%
Sole
973.41K
Shared
0.00
None
0.00
CDN IMPERIAL BK OF COMMERCE
SOLEShares366.59K
TypeSH
Market value$29.25M
2.12%
Sole
366.59K
Shared
0.00
None
0.00
ROYAL BK CDA MONTREAL QUE
SOLEShares398.08K
TypeSH
Market value$25.55M
1.85%
Sole
398.08K
Shared
0.00
None
0.00
ROGERS COMMUNICATIONS INC
SOLEShares589.10K
TypeSH
Market value$25.37M
1.84%
Sole
589.10K
Shared
0.00
None
0.00
SUN LIFE FINL INC
SOLEShares751.24K
TypeSH
Market value$24.03M
1.74%
Sole
751.24K
Shared
0.00
None
0.00
MAGNA INTL INC
SOLEShares269.42K
TypeSH
Market value$22.25M
1.62%
Sole
269.42K
Shared
0.00
None
0.00
DOMTAR CORP
SOLEShares252.85K
TypeSH
Market value$20.12M
1.46%
Sole
252.85K
Shared
0.00
None
0.00
APPLE INC
SOLEShares38.66K
TypeSH
Market value$18.43M
1.34%
Sole
38.66K
Shared
0.00
None
0.00
JOHNSON & JOHNSON
SOLEShares208.30K
TypeSH
Market value$18.06M
1.31%
Sole
208.30K
Shared
0.00
None
0.00
BEMIS INC
SOLEShares454.41K
TypeSH
Market value$17.73M
1.29%
Sole
454.41K
Shared
0.00
None
0.00
MERCK & CO INC NEW
SOLEShares361.15K
TypeSH
Market value$17.19M
1.25%
Sole
361.15K
Shared
0.00
None
0.00
MICROSOFT CORP
SOLEShares491.25K
TypeSH
Market value$16.36M
1.19%
Sole
491.25K
Shared
0.00
None
0.00
GOOGLE INC
SOLEShares17.04K
TypeSH
Market value$14.93M
1.08%
Sole
17.04K
Shared
0.00
None
0.00
ENI S P A
SOLEShares323.50K
TypeSH
Market value$14.89M
1.08%
Sole
323.50K
Shared
0.00
None
0.00
KONINKLIJKE PHILIPS N V
SOLEShares452.66K
TypeSH
Market value$14.60M
1.06%
Sole
452.66K
Shared
0.00
None
0.00
TARGET CORP
SOLEShares226.86K
TypeSH
Market value$14.51M
1.05%
Sole
226.86K
Shared
0.00
None
0.00
KRAFT FOODS GROUP INC
SOLEShares268.20K
TypeSH
Market value$14.06M
1.02%
Sole
268.20K
Shared
0.00
None
0.00
JPMORGAN CHASE & CO
SOLEShares266.43K
TypeSH
Market value$13.77M
1.00%
Sole
266.43K
Shared
0.00
None
0.00
BCE INC
SOLEShares317.95K
TypeSH
Market value$13.61M
0.99%
Sole
317.95K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
TORONTO DOMINION BK ONTSOLE | COM NEW | 1.03M | SH | $92.61M 6.72% | 1.03M | 0.00 | 0.00 |
BANK N S HALIFAXSOLE | COM | 969.32K | SH | $55.61M 4.04% | 969.32K | 0.00 | 0.00 |
TELUS CORPSOLE | COM | 1.41M | SH | $46.69M 3.39% | 1.41M | 0.00 | 0.00 |
CANADIAN NATL RY COSOLE | COM | 427.81K | SH | $43.41M 3.15% | 427.81K | 0.00 | 0.00 |
SUNCOR ENERGY INC NEWSOLE | COM | 1.13M | SH | $40.50M 2.94% | 1.13M | 0.00 | 0.00 |
MANULIFE FINL CORPSOLE | COM | 2.35M | SH | $38.90M 2.82% | 2.35M | 0.00 | 0.00 |
CANADIAN NAT RES LTDSOLE | COM | 973.41K | SH | $30.64M 2.22% | 973.41K | 0.00 | 0.00 |
CDN IMPERIAL BK OF COMMERCESOLE | COM | 366.59K | SH | $29.25M 2.12% | 366.59K | 0.00 | 0.00 |
ROYAL BK CDA MONTREAL QUESOLE | COM | 398.08K | SH | $25.55M 1.85% | 398.08K | 0.00 | 0.00 |
ROGERS COMMUNICATIONS INCSOLE | CL B | 589.10K | SH | $25.37M 1.84% | 589.10K | 0.00 | 0.00 |
SUN LIFE FINL INCSOLE | COM | 751.24K | SH | $24.03M 1.74% | 751.24K | 0.00 | 0.00 |
MAGNA INTL INCSOLE | COM | 269.42K | SH | $22.25M 1.62% | 269.42K | 0.00 | 0.00 |
DOMTAR CORPSOLE | COM NEW | 252.85K | SH | $20.12M 1.46% | 252.85K | 0.00 | 0.00 |
APPLE INCSOLE | COM | 38.66K | SH | $18.43M 1.34% | 38.66K | 0.00 | 0.00 |
JOHNSON & JOHNSONSOLE | COM | 208.30K | SH | $18.06M 1.31% | 208.30K | 0.00 | 0.00 |
BEMIS INCSOLE | COM | 454.41K | SH | $17.73M 1.29% | 454.41K | 0.00 | 0.00 |
MERCK & CO INC NEWSOLE | COM | 361.15K | SH | $17.19M 1.25% | 361.15K | 0.00 | 0.00 |
MICROSOFT CORPSOLE | COM | 491.25K | SH | $16.36M 1.19% | 491.25K | 0.00 | 0.00 |
GOOGLE INCSOLE | CL A | 17.04K | SH | $14.93M 1.08% | 17.04K | 0.00 | 0.00 |
ENI S P ASOLE | SPONSORED ADR | 323.50K | SH | $14.89M 1.08% | 323.50K | 0.00 | 0.00 |
KONINKLIJKE PHILIPS N VSOLE | NY REG SH NEW | 452.66K | SH | $14.60M 1.06% | 452.66K | 0.00 | 0.00 |
TARGET CORPSOLE | COM | 226.86K | SH | $14.51M 1.05% | 226.86K | 0.00 | 0.00 |
KRAFT FOODS GROUP INCSOLE | COM | 268.20K | SH | $14.06M 1.02% | 268.20K | 0.00 | 0.00 |
JPMORGAN CHASE & COSOLE | COM | 266.43K | SH | $13.77M 1.00% | 266.43K | 0.00 | 0.00 |
BCE INCSOLE | COM NEW | 317.95K | SH | $13.61M 0.99% | 317.95K | 0.00 | 0.00 |
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