Filed: 7/8/2025ACC: 0002033536-25-000038
📋 What this filing means
NORTHWEST & ETHICAL INVESTMENTS L.P. filed this quarterly 13F‑HR report disclosing 359 equity positions with a total reported market value of $1.48B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
359
Positions
$1.48B
Total AUM (reported)
34.47M
Total Shares
Allocation by class
COM$1.09B73.7%
COM NEW$129.81M8.8%
CL A$28.60M1.9%
SHS$28.14M1.9%
CL B$26.64M1.8%
SUB VTG SH$20.07M1.4%
SUB VTG SHS$13.92M0.9%
Portfolio Concentration
Top 3$169.27M11.5%
4–10$189.60M12.9%
11–25$229.59M15.6%
Rest$886.81M60.1%
Top 3 weight
11.5%
Top 10 weight
24.3%
Voting Authority Distribution
Total shares with voting rights: 34.47M
Sole
Full voting authority
34.47M
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)
Sole359
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings359
Rows:
BANK N S HALIFAX
SOLEShares1.13M
TypeSH
Market value$67.84M
4.60%
Sole
1.13M
Shared
0.00
None
0.00
TORONTO DOMINION BK ONT
SOLEShares1.10M
TypeSH
Market value$55.66M
3.77%
Sole
1.10M
Shared
0.00
None
0.00
CDN IMPERIAL BK COMM TORONTO
SOLEShares563.25K
TypeSH
Market value$45.78M
3.10%
Sole
563.25K
Shared
0.00
None
0.00
CANADIAN NATL RY CO
SOLEShares475.13K
TypeSH
Market value$38.55M
2.61%
Sole
475.13K
Shared
0.00
None
0.00
RITCHIE BROS AUCTIONEERS
SOLEShares1.23M
TypeSH
Market value$35.44M
2.40%
Sole
1.23M
Shared
0.00
None
0.00
FORTIS INC
SOLEShares766.34K
TypeSH
Market value$26.94M
1.83%
Sole
766.34K
Shared
0.00
None
0.00
SUNCOR ENERGY INC NEW
SOLEShares830.72K
TypeSH
Market value$24.27M
1.65%
Sole
830.72K
Shared
0.00
None
0.00
MANULIFE FINL CORP
SOLEShares1.25M
TypeSH
Market value$23.58M
1.60%
Sole
1.25M
Shared
0.00
None
0.00
ROGERS COMMUNICATIONS INC
SOLEShares439.22K
TypeSH
Market value$20.75M
1.41%
Sole
439.22K
Shared
0.00
None
0.00
FIRSTSERVICE CORP NEW
SOLEShares312.83K
TypeSH
Market value$20.07M
1.36%
Sole
312.83K
Shared
0.00
None
0.00
BCE INC
SOLEShares436.24K
TypeSH
Market value$19.65M
1.33%
Sole
436.24K
Shared
0.00
None
0.00
CANADIAN NAT RES LTD
SOLEShares668.63K
TypeSH
Market value$19.29M
1.31%
Sole
668.63K
Shared
0.00
None
0.00
AGRIUM INC
SOLEShares211.78K
TypeSH
Market value$19.19M
1.30%
Sole
211.78K
Shared
0.00
None
0.00
SUN LIFE FINL INC
SOLEShares529.50K
TypeSH
Market value$18.93M
1.28%
Sole
529.50K
Shared
0.00
None
0.00
TELUS CORP
SOLEShares542.38K
TypeSH
Market value$18.72M
1.27%
Sole
542.38K
Shared
0.00
None
0.00
DOMTAR CORP
SOLEShares468.49K
TypeSH
Market value$18.01M
1.22%
Sole
468.49K
Shared
0.00
None
0.00
MICROSOFT CORP
SOLEShares226.44K
TypeSH
Market value$15.61M
1.06%
Sole
226.44K
Shared
0.00
None
0.00
RESTAURANT BRANDS INTL INC
SOLEShares247.13K
TypeSH
Market value$15.46M
1.05%
Sole
247.13K
Shared
0.00
None
0.00
STANTEC INC
SOLEShares495.79K
TypeSH
Market value$14.40M
0.98%
Sole
495.79K
Shared
0.00
None
0.00
COLLIERS INTL GROUP INC
SOLEShares246.29K
TypeSH
Market value$13.92M
0.94%
Sole
246.29K
Shared
0.00
None
0.00
ROYAL BK CDA MONTREAL QUE
SOLEShares174.34K
TypeSH
Market value$12.66M
0.86%
Sole
174.34K
Shared
0.00
None
0.00
PROCTER AND GAMBLE CO
SOLEShares128.76K
TypeSH
Market value$11.22M
0.76%
Sole
128.76K
Shared
0.00
None
0.00
VERIZON COMMUNICATIONS INC
SOLEShares245.90K
TypeSH
Market value$10.98M
0.74%
Sole
245.90K
Shared
0.00
None
0.00
INGERSOLL-RAND PLC
SOLEShares118.65K
TypeSH
Market value$10.84M
0.73%
Sole
118.65K
Shared
0.00
None
0.00
MAGNA INTL INC
SOLEShares231.17K
TypeSH
Market value$10.71M
0.73%
Sole
231.17K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
BANK N S HALIFAXSOLE | COM | 1.13M | SH | $67.84M 4.60% | 1.13M | 0.00 | 0.00 |
TORONTO DOMINION BK ONTSOLE | COM NEW | 1.10M | SH | $55.66M 3.77% | 1.10M | 0.00 | 0.00 |
CDN IMPERIAL BK COMM TORONTOSOLE | COM | 563.25K | SH | $45.78M 3.10% | 563.25K | 0.00 | 0.00 |
CANADIAN NATL RY COSOLE | COM | 475.13K | SH | $38.55M 2.61% | 475.13K | 0.00 | 0.00 |
RITCHIE BROS AUCTIONEERSSOLE | COM | 1.23M | SH | $35.44M 2.40% | 1.23M | 0.00 | 0.00 |
FORTIS INCSOLE | COM | 766.34K | SH | $26.94M 1.83% | 766.34K | 0.00 | 0.00 |
SUNCOR ENERGY INC NEWSOLE | COM | 830.72K | SH | $24.27M 1.65% | 830.72K | 0.00 | 0.00 |
MANULIFE FINL CORPSOLE | COM | 1.25M | SH | $23.58M 1.60% | 1.25M | 0.00 | 0.00 |
ROGERS COMMUNICATIONS INCSOLE | CL B | 439.22K | SH | $20.75M 1.41% | 439.22K | 0.00 | 0.00 |
FIRSTSERVICE CORP NEWSOLE | SUB VTG SH | 312.83K | SH | $20.07M 1.36% | 312.83K | 0.00 | 0.00 |
BCE INCSOLE | COM NEW | 436.24K | SH | $19.65M 1.33% | 436.24K | 0.00 | 0.00 |
CANADIAN NAT RES LTDSOLE | COM | 668.63K | SH | $19.29M 1.31% | 668.63K | 0.00 | 0.00 |
AGRIUM INCSOLE | COM | 211.78K | SH | $19.19M 1.30% | 211.78K | 0.00 | 0.00 |
SUN LIFE FINL INCSOLE | COM | 529.50K | SH | $18.93M 1.28% | 529.50K | 0.00 | 0.00 |
TELUS CORPSOLE | COM | 542.38K | SH | $18.72M 1.27% | 542.38K | 0.00 | 0.00 |
DOMTAR CORPSOLE | COM NEW | 468.49K | SH | $18.01M 1.22% | 468.49K | 0.00 | 0.00 |
MICROSOFT CORPSOLE | COM | 226.44K | SH | $15.61M 1.06% | 226.44K | 0.00 | 0.00 |
RESTAURANT BRANDS INTL INCSOLE | COM | 247.13K | SH | $15.46M 1.05% | 247.13K | 0.00 | 0.00 |
STANTEC INCSOLE | COM | 495.79K | SH | $14.40M 0.98% | 495.79K | 0.00 | 0.00 |
COLLIERS INTL GROUP INCSOLE | SUB VTG SHS | 246.29K | SH | $13.92M 0.94% | 246.29K | 0.00 | 0.00 |
ROYAL BK CDA MONTREAL QUESOLE | COM | 174.34K | SH | $12.66M 0.86% | 174.34K | 0.00 | 0.00 |
PROCTER AND GAMBLE COSOLE | COM | 128.76K | SH | $11.22M 0.76% | 128.76K | 0.00 | 0.00 |
VERIZON COMMUNICATIONS INCSOLE | COM | 245.90K | SH | $10.98M 0.74% | 245.90K | 0.00 | 0.00 |
INGERSOLL-RAND PLCSOLE | SHS | 118.65K | SH | $10.84M 0.73% | 118.65K | 0.00 | 0.00 |
MAGNA INTL INCSOLE | COM | 231.17K | SH | $10.71M 0.73% | 231.17K | 0.00 | 0.00 |
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