Filed: 7/8/2025ACC: 0002033536-25-000027
📋 What this filing means
NORTHWEST & ETHICAL INVESTMENTS L.P. filed this quarterly 13F‑HR report disclosing 219 equity positions with a total reported market value of $1.50B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
219
Positions
$1.50B
Total AUM (reported)
38.34M
Total Shares
Allocation by class
COM$1.11B74.3%
COM NEW$147.97M9.9%
CL B$58.51M3.9%
CL A$29.81M2.0%
SPONSORED ADR$26.61M1.8%
NY REG SH NEW$18.13M1.2%
UNIT 99/99/9999$12.27M0.8%
Portfolio Concentration
Top 3$228.81M15.3%
4–10$299.39M20.0%
11–25$285.35M19.0%
Rest$684.42M45.7%
Top 3 weight
15.3%
Top 10 weight
35.3%
Voting Authority Distribution
Total shares with voting rights: 38.34M
Sole
Full voting authority
38.34M
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)
Sole219
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings219
Rows:
TORONTO DOMINION BK ONT
SOLEShares1.97M
TypeSH
Market value$97.27M
6.49%
Sole
1.97M
Shared
0.00
None
0.00
BANK N S HALIFAX
SOLEShares1.18M
TypeSH
Market value$72.83M
4.86%
Sole
1.18M
Shared
0.00
None
0.00
CANADIAN NAT RES LTD
SOLEShares1.51M
TypeSH
Market value$58.71M
3.92%
Sole
1.51M
Shared
0.00
None
0.00
ROGERS COMMUNICATIONS INC
SOLEShares1.27M
TypeSH
Market value$47.36M
3.16%
Sole
1.27M
Shared
0.00
None
0.00
VERIZON COMMUNICATIONS INC
SOLEShares885.92K
TypeSH
Market value$44.29M
2.96%
Sole
885.92K
Shared
0.00
None
0.00
SUNCOR ENERGY INC NEW
SOLEShares1.21M
TypeSH
Market value$43.81M
2.92%
Sole
1.21M
Shared
0.00
None
0.00
BAXTER INTL INC
SOLEShares599K
TypeSH
Market value$42.99M
2.87%
Sole
599K
Shared
0.00
None
0.00
TELUS CORP
SOLEShares1.24M
TypeSH
Market value$42.37M
2.83%
Sole
1.24M
Shared
0.00
None
0.00
CDN IMPERIAL BK COMM TORONTO
SOLEShares467.38K
TypeSH
Market value$41.95M
2.80%
Sole
467.38K
Shared
0.00
None
0.00
CANADIAN NATL RY CO
SOLEShares516.17K
TypeSH
Market value$36.62M
2.44%
Sole
516.17K
Shared
0.00
None
0.00
SYMANTEC CORP
SOLEShares1.49M
TypeSH
Market value$35.01M
2.34%
Sole
1.49M
Shared
0.00
None
0.00
ROYAL BK CDA MONTREAL QUE
SOLEShares472.07K
TypeSH
Market value$33.72M
2.25%
Sole
472.07K
Shared
0.00
None
0.00
MANULIFE FINL CORP
SOLEShares1.57M
TypeSH
Market value$30.13M
2.01%
Sole
1.57M
Shared
0.00
None
0.00
CATERPILLAR INC DEL
SOLEShares226.30K
TypeSH
Market value$22.41M
1.50%
Sole
226.30K
Shared
0.00
None
0.00
LILLY ELI & CO
SOLEShares280.80K
TypeSH
Market value$18.21M
1.22%
Sole
280.80K
Shared
0.00
None
0.00
ENI S P A
SOLEShares385K
TypeSH
Market value$18.19M
1.21%
Sole
385K
Shared
0.00
None
0.00
KONINKLIJKE PHILIPS N V
SOLEShares571.74K
TypeSH
Market value$18.13M
1.21%
Sole
571.74K
Shared
0.00
None
0.00
DOMTAR CORP
SOLEShares505.70K
TypeSH
Market value$17.74M
1.18%
Sole
505.70K
Shared
0.00
None
0.00
SUN LIFE FINL INC
SOLEShares433.94K
TypeSH
Market value$15.72M
1.05%
Sole
433.94K
Shared
0.00
None
0.00
E M C CORP MASS
SOLEShares460.29K
TypeSH
Market value$13.47M
0.90%
Sole
460.29K
Shared
0.00
None
0.00
BCE INC
SOLEShares305.81K
TypeSH
Market value$13.07M
0.87%
Sole
305.81K
Shared
0.00
None
0.00
BEMIS INC
SOLEShares340.67K
TypeSH
Market value$12.95M
0.86%
Sole
340.67K
Shared
0.00
None
0.00
QUALCOMM INC
SOLEShares164.46K
TypeSH
Market value$12.30M
0.82%
Sole
164.46K
Shared
0.00
None
0.00
GRANITE REAL ESTATE INVT TR
SOLEShares357.10K
TypeSH
Market value$12.27M
0.82%
Sole
357.10K
Shared
0.00
None
0.00
CENOVUS ENERGY INC
SOLEShares447.68K
TypeSH
Market value$12.03M
0.80%
Sole
447.68K
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 | $97.27M 6.49% | 1.97M | 0.00 | 0.00 |
BANK N S HALIFAXSOLE | COM | 1.18M | SH | $72.83M 4.86% | 1.18M | 0.00 | 0.00 |
CANADIAN NAT RES LTDSOLE | COM | 1.51M | SH | $58.71M 3.92% | 1.51M | 0.00 | 0.00 |
ROGERS COMMUNICATIONS INCSOLE | CL B | 1.27M | SH | $47.36M 3.16% | 1.27M | 0.00 | 0.00 |
VERIZON COMMUNICATIONS INCSOLE | COM | 885.92K | SH | $44.29M 2.96% | 885.92K | 0.00 | 0.00 |
SUNCOR ENERGY INC NEWSOLE | COM | 1.21M | SH | $43.81M 2.92% | 1.21M | 0.00 | 0.00 |
BAXTER INTL INCSOLE | COM | 599K | SH | $42.99M 2.87% | 599K | 0.00 | 0.00 |
TELUS CORPSOLE | COM | 1.24M | SH | $42.37M 2.83% | 1.24M | 0.00 | 0.00 |
CDN IMPERIAL BK COMM TORONTOSOLE | COM | 467.38K | SH | $41.95M 2.80% | 467.38K | 0.00 | 0.00 |
CANADIAN NATL RY COSOLE | COM | 516.17K | SH | $36.62M 2.44% | 516.17K | 0.00 | 0.00 |
SYMANTEC CORPSOLE | COM | 1.49M | SH | $35.01M 2.34% | 1.49M | 0.00 | 0.00 |
ROYAL BK CDA MONTREAL QUESOLE | COM | 472.07K | SH | $33.72M 2.25% | 472.07K | 0.00 | 0.00 |
MANULIFE FINL CORPSOLE | COM | 1.57M | SH | $30.13M 2.01% | 1.57M | 0.00 | 0.00 |
CATERPILLAR INC DELSOLE | COM | 226.30K | SH | $22.41M 1.50% | 226.30K | 0.00 | 0.00 |
LILLY ELI & COSOLE | COM | 280.80K | SH | $18.21M 1.22% | 280.80K | 0.00 | 0.00 |
ENI S P ASOLE | SPONSORED ADR | 385K | SH | $18.19M 1.21% | 385K | 0.00 | 0.00 |
KONINKLIJKE PHILIPS N VSOLE | NY REG SH NEW | 571.74K | SH | $18.13M 1.21% | 571.74K | 0.00 | 0.00 |
DOMTAR CORPSOLE | COM NEW | 505.70K | SH | $17.74M 1.18% | 505.70K | 0.00 | 0.00 |
SUN LIFE FINL INCSOLE | COM | 433.94K | SH | $15.72M 1.05% | 433.94K | 0.00 | 0.00 |
E M C CORP MASSSOLE | COM | 460.29K | SH | $13.47M 0.90% | 460.29K | 0.00 | 0.00 |
BCE INCSOLE | COM NEW | 305.81K | SH | $13.07M 0.87% | 305.81K | 0.00 | 0.00 |
BEMIS INCSOLE | COM | 340.67K | SH | $12.95M 0.86% | 340.67K | 0.00 | 0.00 |
QUALCOMM INCSOLE | COM | 164.46K | SH | $12.30M 0.82% | 164.46K | 0.00 | 0.00 |
GRANITE REAL ESTATE INVT TRSOLE | UNIT 99/99/9999 | 357.10K | SH | $12.27M 0.82% | 357.10K | 0.00 | 0.00 |
CENOVUS ENERGY INCSOLE | COM | 447.68K | SH | $12.03M 0.80% | 447.68K | 0.00 | 0.00 |
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