Filed: 7/9/2025ACC: 0002033536-25-000058
📋 What this filing means
NORTHWEST & ETHICAL INVESTMENTS L.P. filed this quarterly 13F‑HR report disclosing 415 equity positions with a total reported market value of $2.67B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
415
Positions
$2.67B
Total AUM (reported)
41.22M
Total Shares
Allocation by class
COM$1.92B72.1%
SHS$152.71M5.7%
COM NEW$106.51M4.0%
CL A$88.13M3.3%
SUB VTG SHS$38.88M1.5%
CL A SUB VTG$35.16M1.3%
SPONSORED ADS$32.96M1.2%
Portfolio Concentration
Top 3$177.86M6.7%
4–10$245.18M9.2%
11–25$423.67M15.9%
Rest$1.82B68.3%
Top 3 weight
6.7%
Top 10 weight
15.9%
Voting Authority Distribution
Total shares with voting rights: 38.53M
Sole
Full voting authority
38.53M
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)
Sole415
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings415
Rows:
MICROSOFT CORP
SOLEShares314.19K
TypeSH
Market value$80.69M
3.02%
Sole
314.19K
Shared
0.00
None
0.00
TORONTO DOMINION BK ONT
SOLEShares762.65K
TypeSH
Market value$50.01M
1.87%
Sole
762.65K
Shared
0.00
None
0.00
ROYAL BK CDA
SOLEShares486.99K
TypeSH
Market value$47.16M
1.77%
Sole
486.99K
Shared
0.00
None
0.00
BANK NOVA SCOTIA B C
SOLEShares668.24K
TypeSH
Market value$39.55M
1.48%
Sole
668.24K
Shared
0.00
None
0.00
APPLE INC
SOLEShares278.58K
TypeSH
Market value$38.09M
1.43%
Sole
278.58K
Shared
0.00
None
0.00
LINDE PLC
SOLEShares122.48K
TypeSH
Market value$35.22M
1.32%
Sole
122.48K
Shared
0.00
None
0.00
WASTE MGMT INC DEL
SOLEShares223.51K
TypeSH
Market value$34.19M
1.28%
Sole
223.51K
Shared
0.00
None
0.00
ENBRIDGE INC
SOLEShares797.93K
TypeSH
Market value$33.70M
1.26%
Sole
797.93K
Shared
0.00
None
0.00
ALPHABET INC
SOLEShares14.79K
TypeSH
Market value$32.23M
1.21%
Sole
14.79K
Shared
0.00
None
0.00
AGILENT TECHNOLOGIES INC
SOLEShares271.11K
TypeSH
Market value$32.20M
1.21%
Sole
271.11K
Shared
0.00
None
0.00
CANADIAN NATL RY CO
SOLEShares282.16K
TypeSH
Market value$31.74M
1.19%
Sole
282.16K
Shared
0.00
None
0.00
CGI INC
SOLEShares397.93K
TypeSH
Market value$31.70M
1.19%
Sole
397.93K
Shared
0.00
None
0.00
SUN LIFE FINANCIAL INC.
SOLEShares670.13K
TypeSH
Market value$30.71M
1.15%
Sole
670.13K
Shared
0.00
None
0.00
TEXAS INSTRS INC
SOLEShares194.41K
TypeSH
Market value$29.87M
1.12%
Sole
194.41K
Shared
0.00
None
0.00
AMERICAN WTR WKS CO INC NEW
SOLEShares197.58K
TypeSH
Market value$29.39M
1.10%
Sole
197.58K
Shared
0.00
None
0.00
TRANE TECHNOLOGIES PLC
SOLEShares225K
TypeSH
Market value$29.25M
1.10%
Sole
225K
Shared
0.00
None
0.00
SUNCOR ENERGY INC NEW
SOLEShares829.10K
TypeSH
Market value$29.09M
1.09%
Sole
829.10K
Shared
0.00
None
0.00
ALPHABET INC
SOLEShares13.21K
TypeSH
Market value$28.90M
1.08%
Sole
13.21K
Shared
0.00
None
0.00
PROCTER AND GAMBLE CO
SOLEShares186.17K
TypeSH
Market value$26.77M
1.00%
Sole
186.17K
Shared
0.00
None
0.00
TAIWAN SEMICONDUCTOR MFG LTD
SOLEShares321.96K
TypeSH
Market value$26.32M
0.99%
Sole
321.96K
Shared
0.00
None
0.00
MAGNA INTL INC
SOLEShares479.05K
TypeSH
Market value$26.30M
0.99%
Sole
479.05K
Shared
0.00
None
0.00
HUBBELL INC
SOLEShares146.77K
TypeSH
Market value$26.21M
0.98%
Sole
146.77K
Shared
0.00
None
0.00
CANADIAN NAT RES LTD
SOLEShares482.56K
TypeSH
Market value$25.93M
0.97%
Sole
482.56K
Shared
0.00
None
0.00
WATERS CORP
SOLEShares78.29K
TypeSH
Market value$25.91M
0.97%
Sole
78.29K
Shared
0.00
None
0.00
IDEX CORP
SOLEShares140.82K
TypeSH
Market value$25.58M
0.96%
Sole
140.82K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
MICROSOFT CORPSOLE | COM | 314.19K | SH | $80.69M 3.02% | 314.19K | 0.00 | 0.00 |
TORONTO DOMINION BK ONTSOLE | COM NEW | 762.65K | SH | $50.01M 1.87% | 762.65K | 0.00 | 0.00 |
ROYAL BK CDASOLE | COM | 486.99K | SH | $47.16M 1.77% | 486.99K | 0.00 | 0.00 |
BANK NOVA SCOTIA B CSOLE | COM | 668.24K | SH | $39.55M 1.48% | 668.24K | 0.00 | 0.00 |
APPLE INCSOLE | COM | 278.58K | SH | $38.09M 1.43% | 278.58K | 0.00 | 0.00 |
LINDE PLCSOLE | SHS | 122.48K | SH | $35.22M 1.32% | 122.48K | 0.00 | 0.00 |
WASTE MGMT INC DELSOLE | COM | 223.51K | SH | $34.19M 1.28% | 223.51K | 0.00 | 0.00 |
ENBRIDGE INCSOLE | COM | 797.93K | SH | $33.70M 1.26% | 797.93K | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL A | 14.79K | SH | $32.23M 1.21% | 14.79K | 0.00 | 0.00 |
AGILENT TECHNOLOGIES INCSOLE | COM | 271.11K | SH | $32.20M 1.21% | 271.11K | 0.00 | 0.00 |
CANADIAN NATL RY COSOLE | COM | 282.16K | SH | $31.74M 1.19% | 282.16K | 0.00 | 0.00 |
CGI INCSOLE | CL A SUB VTG | 397.93K | SH | $31.70M 1.19% | 397.93K | 0.00 | 0.00 |
SUN LIFE FINANCIAL INC.SOLE | COM | 670.13K | SH | $30.71M 1.15% | 670.13K | 0.00 | 0.00 |
TEXAS INSTRS INCSOLE | COM | 194.41K | SH | $29.87M 1.12% | 194.41K | 0.00 | 0.00 |
AMERICAN WTR WKS CO INC NEWSOLE | COM | 197.58K | SH | $29.39M 1.10% | 197.58K | 0.00 | 0.00 |
TRANE TECHNOLOGIES PLCSOLE | SHS | 225K | SH | $29.25M 1.10% | 225K | 0.00 | 0.00 |
SUNCOR ENERGY INC NEWSOLE | COM | 829.10K | SH | $29.09M 1.09% | 829.10K | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL C | 13.21K | SH | $28.90M 1.08% | 13.21K | 0.00 | 0.00 |
PROCTER AND GAMBLE COSOLE | COM | 186.17K | SH | $26.77M 1.00% | 186.17K | 0.00 | 0.00 |
TAIWAN SEMICONDUCTOR MFG LTDSOLE | SPONSORED ADS | 321.96K | SH | $26.32M 0.99% | 321.96K | 0.00 | 0.00 |
MAGNA INTL INCSOLE | COM | 479.05K | SH | $26.30M 0.99% | 479.05K | 0.00 | 0.00 |
HUBBELL INCSOLE | COM | 146.77K | SH | $26.21M 0.98% | 146.77K | 0.00 | 0.00 |
CANADIAN NAT RES LTDSOLE | COM | 482.56K | SH | $25.93M 0.97% | 482.56K | 0.00 | 0.00 |
WATERS CORPSOLE | COM | 78.29K | SH | $25.91M 0.97% | 78.29K | 0.00 | 0.00 |
IDEX CORPSOLE | COM | 140.82K | SH | $25.58M 0.96% | 140.82K | 0.00 | 0.00 |
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