Filed: 7/9/2025ACC: 0002033536-25-000060
📋 What this filing means
NORTHWEST & ETHICAL INVESTMENTS L.P. filed this quarterly 13F‑HR report disclosing 402 equity positions with a total reported market value of $2.90B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
402
Positions
$2.90B
Total AUM (reported)
44.96M
Total Shares
Allocation by class
COM$2.10B72.4%
SHS$178.29M6.2%
COM NEW$95.57M3.3%
CL A$89.54M3.1%
CL A SUB VTG$39.95M1.4%
SUB VTG SHS$32.56M1.1%
CAP STK CL C$31.24M1.1%
Portfolio Concentration
Top 3$178.28M6.2%
4–10$266.99M9.2%
11–25$436.56M15.1%
Rest$2.01B69.6%
Top 3 weight
6.2%
Top 10 weight
15.4%
Voting Authority Distribution
Total shares with voting rights: 43.09M
Sole
Full voting authority
43.09M
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)
Sole402
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings402
Rows:
MICROSOFT CORP
SOLEShares347.80K
TypeSH
Market value$83.41M
2.88%
Sole
347.80K
Shared
0.00
None
0.00
TORONTO DOMINION BK ONT
SOLEShares733.07K
TypeSH
Market value$47.47M
1.64%
Sole
733.07K
Shared
0.00
None
0.00
ROYAL BK CDA SUSTAINABL
SOLEShares504.23K
TypeSH
Market value$47.41M
1.64%
Sole
504.23K
Shared
0.00
None
0.00
APPLE INC
SOLEShares324.79K
TypeSH
Market value$42.20M
1.46%
Sole
324.79K
Shared
0.00
None
0.00
LINDE PLC
SOLEShares129.07K
TypeSH
Market value$42.10M
1.45%
Sole
129.07K
Shared
0.00
None
0.00
WASTE MGMT INC DEL
SOLEShares249.23K
TypeSH
Market value$39.10M
1.35%
Sole
249.23K
Shared
0.00
None
0.00
AGILENT TECHNOLOGIES INC
SOLEShares249.08K
TypeSH
Market value$37.27M
1.29%
Sole
249.08K
Shared
0.00
None
0.00
CANADIAN NATL RY CO
SOLEShares307.33K
TypeSH
Market value$36.51M
1.26%
Sole
307.33K
Shared
0.00
None
0.00
TEXAS INSTRS INC
SOLEShares212.66K
TypeSH
Market value$35.13M
1.21%
Sole
212.66K
Shared
0.00
None
0.00
CGI INC
SOLEShares402.27K
TypeSH
Market value$34.67M
1.20%
Sole
402.27K
Shared
0.00
None
0.00
REPUBLIC SVCS INC
SOLEShares246.99K
TypeSH
Market value$31.86M
1.10%
Sole
246.99K
Shared
0.00
None
0.00
SUN LIFE FINANCIAL INC.
SOLEShares677.36K
TypeSH
Market value$31.44M
1.09%
Sole
677.36K
Shared
0.00
None
0.00
ALPHABET INC
SOLEShares352.06K
TypeSH
Market value$31.24M
1.08%
Sole
352.06K
Shared
0.00
None
0.00
MERCK & CO INC
SOLEShares280.60K
TypeSH
Market value$31.13M
1.08%
Sole
280.60K
Shared
0.00
None
0.00
BANK NOVA SCOTIA HALIFAX
SOLEShares621.69K
TypeSH
Market value$30.46M
1.05%
Sole
621.69K
Shared
0.00
None
0.00
ENBRIDGE INC
SOLEShares777.21K
TypeSH
Market value$30.38M
1.05%
Sole
777.21K
Shared
0.00
None
0.00
UNITEDHEALTH GROUP INC
SOLEShares55.98K
TypeSH
Market value$29.68M
1.02%
Sole
55.98K
Shared
0.00
None
0.00
BROOKFIELD CORP
SOLEShares932.82K
TypeSH
Market value$29.33M
1.01%
Sole
932.82K
Shared
0.00
None
0.00
AMERICAN WTR WKS CO INC NEW
SOLEShares186.18K
TypeSH
Market value$28.38M
0.98%
Sole
186.18K
Shared
0.00
None
0.00
ANSYS INC
SOLEShares115.17K
TypeSH
Market value$27.82M
0.96%
Sole
115.17K
Shared
0.00
None
0.00
ALPHABET INC
SOLEShares314.28K
TypeSH
Market value$27.73M
0.96%
Sole
314.28K
Shared
0.00
None
0.00
WATERS CORP
SOLEShares80.73K
TypeSH
Market value$27.66M
0.96%
Sole
80.73K
Shared
0.00
None
0.00
TRANE TECHNOLOGIES PLC
SOLEShares163.76K
TypeSH
Market value$27.53M
0.95%
Sole
163.76K
Shared
0.00
None
0.00
MAGNA INTL INC
SOLEShares463.39K
TypeSH
Market value$26.03M
0.90%
Sole
463.39K
Shared
0.00
None
0.00
IDEX CORP
SOLEShares113.41K
TypeSH
Market value$25.89M
0.89%
Sole
113.41K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
MICROSOFT CORPSOLE | COM | 347.80K | SH | $83.41M 2.88% | 347.80K | 0.00 | 0.00 |
TORONTO DOMINION BK ONTSOLE | COM NEW | 733.07K | SH | $47.47M 1.64% | 733.07K | 0.00 | 0.00 |
ROYAL BK CDA SUSTAINABLSOLE | COM | 504.23K | SH | $47.41M 1.64% | 504.23K | 0.00 | 0.00 |
APPLE INCSOLE | COM | 324.79K | SH | $42.20M 1.46% | 324.79K | 0.00 | 0.00 |
LINDE PLCSOLE | SHS | 129.07K | SH | $42.10M 1.45% | 129.07K | 0.00 | 0.00 |
WASTE MGMT INC DELSOLE | COM | 249.23K | SH | $39.10M 1.35% | 249.23K | 0.00 | 0.00 |
AGILENT TECHNOLOGIES INCSOLE | COM | 249.08K | SH | $37.27M 1.29% | 249.08K | 0.00 | 0.00 |
CANADIAN NATL RY COSOLE | COM | 307.33K | SH | $36.51M 1.26% | 307.33K | 0.00 | 0.00 |
TEXAS INSTRS INCSOLE | COM | 212.66K | SH | $35.13M 1.21% | 212.66K | 0.00 | 0.00 |
CGI INCSOLE | CL A SUB VTG | 402.27K | SH | $34.67M 1.20% | 402.27K | 0.00 | 0.00 |
REPUBLIC SVCS INCSOLE | COM | 246.99K | SH | $31.86M 1.10% | 246.99K | 0.00 | 0.00 |
SUN LIFE FINANCIAL INC.SOLE | COM | 677.36K | SH | $31.44M 1.09% | 677.36K | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL C | 352.06K | SH | $31.24M 1.08% | 352.06K | 0.00 | 0.00 |
MERCK & CO INCSOLE | COM | 280.60K | SH | $31.13M 1.08% | 280.60K | 0.00 | 0.00 |
BANK NOVA SCOTIA HALIFAXSOLE | COM | 621.69K | SH | $30.46M 1.05% | 621.69K | 0.00 | 0.00 |
ENBRIDGE INCSOLE | COM | 777.21K | SH | $30.38M 1.05% | 777.21K | 0.00 | 0.00 |
UNITEDHEALTH GROUP INCSOLE | COM | 55.98K | SH | $29.68M 1.02% | 55.98K | 0.00 | 0.00 |
BROOKFIELD CORPSOLE | CL A LTD VT SH | 932.82K | SH | $29.33M 1.01% | 932.82K | 0.00 | 0.00 |
AMERICAN WTR WKS CO INC NEWSOLE | COM | 186.18K | SH | $28.38M 0.98% | 186.18K | 0.00 | 0.00 |
ANSYS INCSOLE | COM | 115.17K | SH | $27.82M 0.96% | 115.17K | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL A | 314.28K | SH | $27.73M 0.96% | 314.28K | 0.00 | 0.00 |
WATERS CORPSOLE | COM | 80.73K | SH | $27.66M 0.96% | 80.73K | 0.00 | 0.00 |
TRANE TECHNOLOGIES PLCSOLE | SHS | 163.76K | SH | $27.53M 0.95% | 163.76K | 0.00 | 0.00 |
MAGNA INTL INCSOLE | COM | 463.39K | SH | $26.03M 0.90% | 463.39K | 0.00 | 0.00 |
IDEX CORPSOLE | COM | 113.41K | SH | $25.89M 0.89% | 113.41K | 0.00 | 0.00 |
Page 1 of 17
…