Filed: 7/9/2025ACC: 0002033536-25-000053
📋 What this filing means
NORTHWEST & ETHICAL INVESTMENTS L.P. filed this quarterly 13F‑HR report disclosing 409 equity positions with a total reported market value of $2.85B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
409
Positions
$2.85B
Total AUM (reported)
36.12M
Total Shares
Allocation by class
COM$2.02B70.9%
COM NEW$129.94M4.6%
SHS$106.55M3.7%
CL A$100.71M3.5%
SPONSORED ADS$70.74M2.5%
CL B$41.41M1.5%
SUB VTG SHS$39.69M1.4%
Portfolio Concentration
Top 3$179.59M6.3%
4–10$254.08M8.9%
11–25$411.31M14.4%
Rest$2.01B70.4%
Top 3 weight
6.3%
Top 10 weight
15.2%
Voting Authority Distribution
Total shares with voting rights: 35.86M
Sole
Full voting authority
35.86M
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)
Sole409
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings409
Rows:
MICROSOFT CORP
SOLEShares291.35K
TypeSH
Market value$68.69M
2.41%
Sole
291.35K
Shared
0.00
None
0.00
TORONTO DOMINION BK ONT
SOLEShares1.02M
TypeSH
Market value$66.26M
2.32%
Sole
1.02M
Shared
0.00
None
0.00
BANK NOVA SCOTIA B C
SOLEShares713.54K
TypeSH
Market value$44.64M
1.56%
Sole
713.54K
Shared
0.00
None
0.00
APPLE INC
SOLEShares343.60K
TypeSH
Market value$41.97M
1.47%
Sole
343.60K
Shared
0.00
None
0.00
MAGNA INTL INC
SOLEShares465.99K
TypeSH
Market value$41.04M
1.44%
Sole
465.99K
Shared
0.00
None
0.00
ROYAL BK CDA
SOLEShares438.39K
TypeSH
Market value$40.42M
1.42%
Sole
438.39K
Shared
0.00
None
0.00
CANADIAN NATL RY CO
SOLEShares287.02K
TypeSH
Market value$33.31M
1.17%
Sole
287.02K
Shared
0.00
None
0.00
TAIWAN SEMICONDUCTOR MFG LTD
SOLEShares276.86K
TypeSH
Market value$32.75M
1.15%
Sole
276.86K
Shared
0.00
None
0.00
ALPHABET INC
SOLEShares15.88K
TypeSH
Market value$32.74M
1.15%
Sole
15.88K
Shared
0.00
None
0.00
AMAZON COM INC
SOLEShares10.29K
TypeSH
Market value$31.85M
1.12%
Sole
10.29K
Shared
0.00
None
0.00
TRANE TECHNOLOGIES PLC
SOLEShares188.31K
TypeSH
Market value$31.23M
1.09%
Sole
188.31K
Shared
0.00
None
0.00
AMERICAN WTR WKS CO INC NEW
SOLEShares194.28K
TypeSH
Market value$29.13M
1.02%
Sole
194.28K
Shared
0.00
None
0.00
FACEBOOK INC
SOLEShares97.44K
TypeSH
Market value$28.70M
1.01%
Sole
97.44K
Shared
0.00
None
0.00
ENBRIDGE INC
SOLEShares786.60K
TypeSH
Market value$28.65M
1.00%
Sole
786.60K
Shared
0.00
None
0.00
SUNCOR ENERGY INC NEW
SOLEShares1.35M
TypeSH
Market value$28.31M
0.99%
Sole
1.35M
Shared
0.00
None
0.00
AGILENT TECHNOLOGIES INC
SOLEShares217.09K
TypeSH
Market value$27.60M
0.97%
Sole
217.09K
Shared
0.00
None
0.00
SPDR S&P 500 ETF TR
SOLEShares69.40K
TypeSH
Market value$27.51M
0.96%
Sole
69.40K
Shared
0.00
None
0.00
TEXAS INSTRS INC
SOLEShares144.24K
TypeSH
Market value$27.26M
0.96%
Sole
144.24K
Shared
0.00
None
0.00
LINDE PLC
SOLEShares96.84K
TypeSH
Market value$27.13M
0.95%
Sole
96.84K
Shared
0.00
None
0.00
WASTE MGMT INC DEL
SOLEShares208.02K
TypeSH
Market value$26.84M
0.94%
Sole
208.02K
Shared
0.00
None
0.00
SUN LIFE FINANCIAL INC.
SOLEShares528.87K
TypeSH
Market value$26.73M
0.94%
Sole
528.87K
Shared
0.00
None
0.00
CGI INC
SOLEShares317.77K
TypeSH
Market value$26.47M
0.93%
Sole
317.77K
Shared
0.00
None
0.00
UNITEDHEALTH GROUP INC
SOLEShares68.19K
TypeSH
Market value$25.37M
0.89%
Sole
68.19K
Shared
0.00
None
0.00
ALPHABET INC
SOLEShares12.21K
TypeSH
Market value$25.26M
0.89%
Sole
12.21K
Shared
0.00
None
0.00
TELUS CORPORATION
SOLEShares1.26M
TypeSH
Market value$25.13M
0.88%
Sole
1.26M
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
MICROSOFT CORPSOLE | COM | 291.35K | SH | $68.69M 2.41% | 291.35K | 0.00 | 0.00 |
TORONTO DOMINION BK ONTSOLE | COM NEW | 1.02M | SH | $66.26M 2.32% | 1.02M | 0.00 | 0.00 |
BANK NOVA SCOTIA B CSOLE | COM | 713.54K | SH | $44.64M 1.56% | 713.54K | 0.00 | 0.00 |
APPLE INCSOLE | COM | 343.60K | SH | $41.97M 1.47% | 343.60K | 0.00 | 0.00 |
MAGNA INTL INCSOLE | COM | 465.99K | SH | $41.04M 1.44% | 465.99K | 0.00 | 0.00 |
ROYAL BK CDASOLE | COM | 438.39K | SH | $40.42M 1.42% | 438.39K | 0.00 | 0.00 |
CANADIAN NATL RY COSOLE | COM | 287.02K | SH | $33.31M 1.17% | 287.02K | 0.00 | 0.00 |
TAIWAN SEMICONDUCTOR MFG LTDSOLE | SPONSORED ADS | 276.86K | SH | $32.75M 1.15% | 276.86K | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL A | 15.88K | SH | $32.74M 1.15% | 15.88K | 0.00 | 0.00 |
AMAZON COM INCSOLE | COM | 10.29K | SH | $31.85M 1.12% | 10.29K | 0.00 | 0.00 |
TRANE TECHNOLOGIES PLCSOLE | SHS | 188.31K | SH | $31.23M 1.09% | 188.31K | 0.00 | 0.00 |
AMERICAN WTR WKS CO INC NEWSOLE | COM | 194.28K | SH | $29.13M 1.02% | 194.28K | 0.00 | 0.00 |
FACEBOOK INCSOLE | CL A | 97.44K | SH | $28.70M 1.01% | 97.44K | 0.00 | 0.00 |
ENBRIDGE INCSOLE | COM | 786.60K | SH | $28.65M 1.00% | 786.60K | 0.00 | 0.00 |
SUNCOR ENERGY INC NEWSOLE | COM | 1.35M | SH | $28.31M 0.99% | 1.35M | 0.00 | 0.00 |
AGILENT TECHNOLOGIES INCSOLE | COM | 217.09K | SH | $27.60M 0.97% | 217.09K | 0.00 | 0.00 |
SPDR S&P 500 ETF TRSOLE | TR UNIT | 69.40K | SH | $27.51M 0.96% | 69.40K | 0.00 | 0.00 |
TEXAS INSTRS INCSOLE | COM | 144.24K | SH | $27.26M 0.96% | 144.24K | 0.00 | 0.00 |
LINDE PLCSOLE | SHS | 96.84K | SH | $27.13M 0.95% | 96.84K | 0.00 | 0.00 |
WASTE MGMT INC DELSOLE | COM | 208.02K | SH | $26.84M 0.94% | 208.02K | 0.00 | 0.00 |
SUN LIFE FINANCIAL INC.SOLE | COM | 528.87K | SH | $26.73M 0.94% | 528.87K | 0.00 | 0.00 |
CGI INCSOLE | CL A SUB VTG | 317.77K | SH | $26.47M 0.93% | 317.77K | 0.00 | 0.00 |
UNITEDHEALTH GROUP INCSOLE | COM | 68.19K | SH | $25.37M 0.89% | 68.19K | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL C | 12.21K | SH | $25.26M 0.89% | 12.21K | 0.00 | 0.00 |
TELUS CORPORATIONSOLE | COM | 1.26M | SH | $25.13M 0.88% | 1.26M | 0.00 | 0.00 |
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