Filed: 7/8/2025ACC: 0002033536-25-000026
📋 What this filing means
NORTHWEST & ETHICAL INVESTMENTS L.P. filed this quarterly 13F‑HR report disclosing 223 equity positions with a total reported market value of $1.61B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
223
Positions
$1.61B
Total AUM (reported)
39.90M
Total Shares
Allocation by class
COM$1.18B73.4%
COM NEW$172.99M10.7%
CL B$53.89M3.3%
SPONSORED ADR$37.60M2.3%
CL A$27.52M1.7%
NY REG SH NEW$16.37M1.0%
CL B CONV$15.35M1.0%
Portfolio Concentration
Top 3$252.56M15.6%
4–10$300.26M18.6%
11–25$312.68M19.4%
Rest$748.42M46.4%
Top 3 weight
15.6%
Top 10 weight
34.3%
Voting Authority Distribution
Total shares with voting rights: 39.90M
Sole
Full voting authority
39.90M
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)
Sole223
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings223
Rows:
TORONTO DOMINION BK ONT
SOLEShares1.97M
TypeSH
Market value$101.40M
6.28%
Sole
1.97M
Shared
0.00
None
0.00
BANK N S HALIFAX
SOLEShares1.20M
TypeSH
Market value$79.69M
4.94%
Sole
1.20M
Shared
0.00
None
0.00
CANADIAN NAT RES LTD
SOLEShares1.56M
TypeSH
Market value$71.46M
4.43%
Sole
1.56M
Shared
0.00
None
0.00
SUNCOR ENERGY INC NEW
SOLEShares1.25M
TypeSH
Market value$53.46M
3.31%
Sole
1.25M
Shared
0.00
None
0.00
TELUS CORP
SOLEShares1.37M
TypeSH
Market value$50.87M
3.15%
Sole
1.37M
Shared
0.00
None
0.00
CDN IMPERIAL BK COMM TORONTO
SOLEShares448.19K
TypeSH
Market value$40.76M
2.53%
Sole
448.19K
Shared
0.00
None
0.00
SYMANTEC CORP
SOLEShares1.77M
TypeSH
Market value$40.56M
2.51%
Sole
1.77M
Shared
0.00
None
0.00
ROGERS COMMUNICATIONS INC
SOLEShares1M
TypeSH
Market value$40.31M
2.50%
Sole
1M
Shared
0.00
None
0.00
BAXTER INTL INC
SOLEShares534.20K
TypeSH
Market value$38.62M
2.39%
Sole
534.20K
Shared
0.00
None
0.00
CANADIAN NATL RY CO
SOLEShares548.74K
TypeSH
Market value$35.67M
2.21%
Sole
548.74K
Shared
0.00
None
0.00
ROYAL BK CDA MONTREAL QUE
SOLEShares442.57K
TypeSH
Market value$31.62M
1.96%
Sole
442.57K
Shared
0.00
None
0.00
MANULIFE FINL CORP
SOLEShares1.56M
TypeSH
Market value$31.06M
1.92%
Sole
1.56M
Shared
0.00
None
0.00
MERCK & CO INC NEW
SOLEShares472.95K
TypeSH
Market value$27.36M
1.70%
Sole
472.95K
Shared
0.00
None
0.00
CATERPILLAR INC DEL
SOLEShares226.30K
TypeSH
Market value$24.59M
1.52%
Sole
226.30K
Shared
0.00
None
0.00
SUN LIFE FINL INC
SOLEShares602.81K
TypeSH
Market value$22.15M
1.37%
Sole
602.81K
Shared
0.00
None
0.00
DOMTAR CORP
SOLEShares512.40K
TypeSH
Market value$22.01M
1.36%
Sole
512.40K
Shared
0.00
None
0.00
VERIZON COMMUNICATIONS INC
SOLEShares437.01K
TypeSH
Market value$21.38M
1.32%
Sole
437.01K
Shared
0.00
None
0.00
ENI S P A
SOLEShares385K
TypeSH
Market value$21.14M
1.31%
Sole
385K
Shared
0.00
None
0.00
BCE INC
SOLEShares455.65K
TypeSH
Market value$20.66M
1.28%
Sole
455.65K
Shared
0.00
None
0.00
KONINKLIJKE PHILIPS N V
SOLEShares515.44K
TypeSH
Market value$16.37M
1.01%
Sole
515.44K
Shared
0.00
None
0.00
CENOVUS ENERGY INC
SOLEShares503.32K
TypeSH
Market value$16.31M
1.01%
Sole
503.32K
Shared
0.00
None
0.00
LILLY ELI & CO
SOLEShares253.20K
TypeSH
Market value$15.74M
0.98%
Sole
253.20K
Shared
0.00
None
0.00
SHAW COMMUNICATIONS INC
SOLEShares599K
TypeSH
Market value$15.35M
0.95%
Sole
599K
Shared
0.00
None
0.00
BEMIS INC
SOLEShares333.12K
TypeSH
Market value$13.54M
0.84%
Sole
333.12K
Shared
0.00
None
0.00
GRANITE REAL ESTATE INVT TR
SOLEShares362.10K
TypeSH
Market value$13.40M
0.83%
Sole
362.10K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
TORONTO DOMINION BK ONTSOLE | COM NEW | 1.97M | SH | $101.40M 6.28% | 1.97M | 0.00 | 0.00 |
BANK N S HALIFAXSOLE | COM | 1.20M | SH | $79.69M 4.94% | 1.20M | 0.00 | 0.00 |
CANADIAN NAT RES LTDSOLE | COM | 1.56M | SH | $71.46M 4.43% | 1.56M | 0.00 | 0.00 |
SUNCOR ENERGY INC NEWSOLE | COM | 1.25M | SH | $53.46M 3.31% | 1.25M | 0.00 | 0.00 |
TELUS CORPSOLE | COM | 1.37M | SH | $50.87M 3.15% | 1.37M | 0.00 | 0.00 |
CDN IMPERIAL BK COMM TORONTOSOLE | COM | 448.19K | SH | $40.76M 2.53% | 448.19K | 0.00 | 0.00 |
SYMANTEC CORPSOLE | COM | 1.77M | SH | $40.56M 2.51% | 1.77M | 0.00 | 0.00 |
ROGERS COMMUNICATIONS INCSOLE | CL B | 1M | SH | $40.31M 2.50% | 1M | 0.00 | 0.00 |
BAXTER INTL INCSOLE | COM | 534.20K | SH | $38.62M 2.39% | 534.20K | 0.00 | 0.00 |
CANADIAN NATL RY COSOLE | COM | 548.74K | SH | $35.67M 2.21% | 548.74K | 0.00 | 0.00 |
ROYAL BK CDA MONTREAL QUESOLE | COM | 442.57K | SH | $31.62M 1.96% | 442.57K | 0.00 | 0.00 |
MANULIFE FINL CORPSOLE | COM | 1.56M | SH | $31.06M 1.92% | 1.56M | 0.00 | 0.00 |
MERCK & CO INC NEWSOLE | COM | 472.95K | SH | $27.36M 1.70% | 472.95K | 0.00 | 0.00 |
CATERPILLAR INC DELSOLE | COM | 226.30K | SH | $24.59M 1.52% | 226.30K | 0.00 | 0.00 |
SUN LIFE FINL INCSOLE | COM | 602.81K | SH | $22.15M 1.37% | 602.81K | 0.00 | 0.00 |
DOMTAR CORPSOLE | COM NEW | 512.40K | SH | $22.01M 1.36% | 512.40K | 0.00 | 0.00 |
VERIZON COMMUNICATIONS INCSOLE | COM | 437.01K | SH | $21.38M 1.32% | 437.01K | 0.00 | 0.00 |
ENI S P ASOLE | SPONSORED ADR | 385K | SH | $21.14M 1.31% | 385K | 0.00 | 0.00 |
BCE INCSOLE | COM NEW | 455.65K | SH | $20.66M 1.28% | 455.65K | 0.00 | 0.00 |
KONINKLIJKE PHILIPS N VSOLE | NY REG SH NEW | 515.44K | SH | $16.37M 1.01% | 515.44K | 0.00 | 0.00 |
CENOVUS ENERGY INCSOLE | COM | 503.32K | SH | $16.31M 1.01% | 503.32K | 0.00 | 0.00 |
LILLY ELI & COSOLE | COM | 253.20K | SH | $15.74M 0.98% | 253.20K | 0.00 | 0.00 |
SHAW COMMUNICATIONS INCSOLE | CL B CONV | 599K | SH | $15.35M 0.95% | 599K | 0.00 | 0.00 |
BEMIS INCSOLE | COM | 333.12K | SH | $13.54M 0.84% | 333.12K | 0.00 | 0.00 |
GRANITE REAL ESTATE INVT TRSOLE | UNIT 99/99/9999 | 362.10K | SH | $13.40M 0.83% | 362.10K | 0.00 | 0.00 |
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