Filed: 7/8/2025ACC: 0002033536-25-000024
📋 What this filing means
NORTHWEST & ETHICAL INVESTMENTS L.P. filed this quarterly 13F‑HR report disclosing 229 equity positions with a total reported market value of $1.51B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
229
Positions
$1.51B
Total AUM (reported)
37.71M
Total Shares
Allocation by class
COM$1.08B71.6%
COM NEW$178.83M11.8%
CL B$39.90M2.6%
SPONSORED ADR$39.34M2.6%
CL A$27.83M1.8%
SHS$16.28M1.1%
NY REG SH NEW$16.01M1.1%
Portfolio Concentration
Top 3$204.95M13.6%
4–10$267.42M17.7%
11–25$302.31M20.0%
Rest$734.52M48.7%
Top 3 weight
13.6%
Top 10 weight
31.3%
Voting Authority Distribution
Total shares with voting rights: 37.71M
Sole
Full voting authority
37.71M
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)
Sole229
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings229
Rows:
TORONTO DOMINION BK ONT
SOLEShares970.92K
TypeSH
Market value$91.39M
6.06%
Sole
970.92K
Shared
0.00
None
0.00
BANK N S HALIFAX
SOLEShares1.02M
TypeSH
Market value$63.42M
4.20%
Sole
1.02M
Shared
0.00
None
0.00
SUNCOR ENERGY INC NEW
SOLEShares1.43M
TypeSH
Market value$50.15M
3.32%
Sole
1.43M
Shared
0.00
None
0.00
CANADIAN NAT RES LTD
SOLEShares1.46M
TypeSH
Market value$49.42M
3.27%
Sole
1.46M
Shared
0.00
None
0.00
TELUS CORP
SOLEShares1.39M
TypeSH
Market value$47.91M
3.17%
Sole
1.39M
Shared
0.00
None
0.00
CANADIAN NATL RY CO
SOLEShares725.29K
TypeSH
Market value$41.30M
2.74%
Sole
725.29K
Shared
0.00
None
0.00
MANULIFE FINL CORP
SOLEShares1.97M
TypeSH
Market value$38.80M
2.57%
Sole
1.97M
Shared
0.00
None
0.00
CDN IMPERIAL BK OF COMMERCE
SOLEShares395.29K
TypeSH
Market value$33.72M
2.23%
Sole
395.29K
Shared
0.00
None
0.00
SYMANTEC CORP
SOLEShares1.24M
TypeSH
Market value$29.27M
1.94%
Sole
1.24M
Shared
0.00
None
0.00
ROGERS COMMUNICATIONS INC
SOLEShares597.80K
TypeSH
Market value$27.02M
1.79%
Sole
597.80K
Shared
0.00
None
0.00
SUN LIFE FINL INC
SOLEShares747.33K
TypeSH
Market value$26.36M
1.75%
Sole
747.33K
Shared
0.00
None
0.00
BAXTER INTL INC
SOLEShares357.50K
TypeSH
Market value$24.86M
1.65%
Sole
357.50K
Shared
0.00
None
0.00
MERCK & CO INC NEW
SOLEShares485.65K
TypeSH
Market value$24.31M
1.61%
Sole
485.65K
Shared
0.00
None
0.00
DOMTAR CORP
SOLEShares252.85K
TypeSH
Market value$23.83M
1.58%
Sole
252.85K
Shared
0.00
None
0.00
CATERPILLAR INC DEL
SOLEShares256.71K
TypeSH
Market value$23.31M
1.54%
Sole
256.71K
Shared
0.00
None
0.00
BARRICK GOLD CORP
SOLEShares1.31M
TypeSH
Market value$22.98M
1.52%
Sole
1.31M
Shared
0.00
None
0.00
ROYAL BK CDA MONTREAL QUE
SOLEShares328.48K
TypeSH
Market value$22.05M
1.46%
Sole
328.48K
Shared
0.00
None
0.00
JPMORGAN CHASE & CO
SOLEShares319.82K
TypeSH
Market value$18.70M
1.24%
Sole
319.82K
Shared
0.00
None
0.00
BCE INC
SOLEShares427.48K
TypeSH
Market value$18.49M
1.23%
Sole
427.48K
Shared
0.00
None
0.00
ENI S P A
SOLEShares366.10K
TypeSH
Market value$17.75M
1.18%
Sole
366.10K
Shared
0.00
None
0.00
BEMIS INC
SOLEShares414.30K
TypeSH
Market value$16.97M
1.12%
Sole
414.30K
Shared
0.00
None
0.00
APPLE INC
SOLEShares29.86K
TypeSH
Market value$16.75M
1.11%
Sole
29.86K
Shared
0.00
None
0.00
KONINKLIJKE PHILIPS N V
SOLEShares433.16K
TypeSH
Market value$16.01M
1.06%
Sole
433.16K
Shared
0.00
None
0.00
ORACLE CORP
SOLEShares391.70K
TypeSH
Market value$14.99M
0.99%
Sole
391.70K
Shared
0.00
None
0.00
TARGET CORP
SOLEShares236.11K
TypeSH
Market value$14.94M
0.99%
Sole
236.11K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
TORONTO DOMINION BK ONTSOLE | COM NEW | 970.92K | SH | $91.39M 6.06% | 970.92K | 0.00 | 0.00 |
BANK N S HALIFAXSOLE | COM | 1.02M | SH | $63.42M 4.20% | 1.02M | 0.00 | 0.00 |
SUNCOR ENERGY INC NEWSOLE | COM | 1.43M | SH | $50.15M 3.32% | 1.43M | 0.00 | 0.00 |
CANADIAN NAT RES LTDSOLE | COM | 1.46M | SH | $49.42M 3.27% | 1.46M | 0.00 | 0.00 |
TELUS CORPSOLE | COM | 1.39M | SH | $47.91M 3.17% | 1.39M | 0.00 | 0.00 |
CANADIAN NATL RY COSOLE | COM | 725.29K | SH | $41.30M 2.74% | 725.29K | 0.00 | 0.00 |
MANULIFE FINL CORPSOLE | COM | 1.97M | SH | $38.80M 2.57% | 1.97M | 0.00 | 0.00 |
CDN IMPERIAL BK OF COMMERCESOLE | COM | 395.29K | SH | $33.72M 2.23% | 395.29K | 0.00 | 0.00 |
SYMANTEC CORPSOLE | COM | 1.24M | SH | $29.27M 1.94% | 1.24M | 0.00 | 0.00 |
ROGERS COMMUNICATIONS INCSOLE | CL B | 597.80K | SH | $27.02M 1.79% | 597.80K | 0.00 | 0.00 |
SUN LIFE FINL INCSOLE | COM | 747.33K | SH | $26.36M 1.75% | 747.33K | 0.00 | 0.00 |
BAXTER INTL INCSOLE | COM | 357.50K | SH | $24.86M 1.65% | 357.50K | 0.00 | 0.00 |
MERCK & CO INC NEWSOLE | COM | 485.65K | SH | $24.31M 1.61% | 485.65K | 0.00 | 0.00 |
DOMTAR CORPSOLE | COM NEW | 252.85K | SH | $23.83M 1.58% | 252.85K | 0.00 | 0.00 |
CATERPILLAR INC DELSOLE | COM | 256.71K | SH | $23.31M 1.54% | 256.71K | 0.00 | 0.00 |
BARRICK GOLD CORPSOLE | COM | 1.31M | SH | $22.98M 1.52% | 1.31M | 0.00 | 0.00 |
ROYAL BK CDA MONTREAL QUESOLE | COM | 328.48K | SH | $22.05M 1.46% | 328.48K | 0.00 | 0.00 |
JPMORGAN CHASE & COSOLE | COM | 319.82K | SH | $18.70M 1.24% | 319.82K | 0.00 | 0.00 |
BCE INCSOLE | COM NEW | 427.48K | SH | $18.49M 1.23% | 427.48K | 0.00 | 0.00 |
ENI S P ASOLE | SPONSORED ADR | 366.10K | SH | $17.75M 1.18% | 366.10K | 0.00 | 0.00 |
BEMIS INCSOLE | COM | 414.30K | SH | $16.97M 1.12% | 414.30K | 0.00 | 0.00 |
APPLE INCSOLE | COM | 29.86K | SH | $16.75M 1.11% | 29.86K | 0.00 | 0.00 |
KONINKLIJKE PHILIPS N VSOLE | NY REG SH NEW | 433.16K | SH | $16.01M 1.06% | 433.16K | 0.00 | 0.00 |
ORACLE CORPSOLE | COM | 391.70K | SH | $14.99M 0.99% | 391.70K | 0.00 | 0.00 |
TARGET CORPSOLE | COM | 236.11K | SH | $14.94M 0.99% | 236.11K | 0.00 | 0.00 |
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