Filed: 8/13/2025ACC: 0002033536-25-000068
📋 What this filing means
NORTHWEST & ETHICAL INVESTMENTS L.P. filed this quarterly 13F‑HR report disclosing 490 equity positions with a total reported market value of $4.03B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
490
Positions
$4.03B
Total AUM (reported)
46.32M
Total Shares
Allocation by class
COM$3.03B75.3%
SHS$142.79M3.5%
CL A$135.06M3.4%
COM NEW$111.48M2.8%
COM SHS$59.43M1.5%
COM CL A$48.95M1.2%
CAP STK CL C$44.78M1.1%
Portfolio Concentration
Top 3$443.26M11.0%
4–10$393.00M9.8%
11–25$546.76M13.6%
Rest$2.65B65.7%
Top 3 weight
11.0%
Top 10 weight
20.7%
Voting Authority Distribution
Total shares with voting rights: 44.88M
Sole
Full voting authority
44.88M
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)
Sole490
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings490
Rows:
MICROSOFT CORP
SOLEShares474.93K
TypeSH
Market value$236.21M
5.86%
Sole
474.93K
Shared
0.00
None
0.00
NVIDIA CORPORATION
SOLEShares779.25K
TypeSH
Market value$123.10M
3.05%
Sole
779.25K
Shared
0.00
None
0.00
APPLE INC
SOLEShares409.54K
TypeSH
Market value$83.95M
2.08%
Sole
409.54K
Shared
0.00
None
0.00
ROYAL BK CDA
SOLEShares500.18K
TypeSH
Market value$65.76M
1.63%
Sole
500.18K
Shared
0.00
None
0.00
BROADCOM INC
SOLEShares227.39K
TypeSH
Market value$62.61M
1.55%
Sole
227.39K
Shared
0.00
None
0.00
AMAZON COM INC
SOLEShares266.23K
TypeSH
Market value$58.46M
1.45%
Sole
266.23K
Shared
0.00
None
0.00
LINDE PLC
SOLEShares121.76K
TypeSH
Market value$57.13M
1.42%
Sole
121.76K
Shared
0.00
None
0.00
TORONTO DOMINION BK ONT
SOLEShares721.17K
TypeSH
Market value$52.94M
1.31%
Sole
721.17K
Shared
0.00
None
0.00
AGILENT TECHNOLOGIES INC
SOLEShares428.55K
TypeSH
Market value$50.57M
1.25%
Sole
428.55K
Shared
0.00
None
0.00
META PLATFORMS INC
SOLEShares61.71K
TypeSH
Market value$45.53M
1.13%
Sole
61.71K
Shared
0.00
None
0.00
ALPHABET INC
SOLEShares252.43K
TypeSH
Market value$44.78M
1.11%
Sole
252.43K
Shared
0.00
None
0.00
SUN LIFE FINANCIAL INC.
SOLEShares670.12K
TypeSH
Market value$44.56M
1.11%
Sole
670.12K
Shared
0.00
None
0.00
VISA INC
SOLEShares114.82K
TypeSH
Market value$40.77M
1.01%
Sole
114.82K
Shared
0.00
None
0.00
INTUIT
SOLEShares51.77K
TypeSH
Market value$40.76M
1.01%
Sole
51.77K
Shared
0.00
None
0.00
CANADIAN NATL RY CO
SOLEShares377.66K
TypeSH
Market value$39.33M
0.98%
Sole
377.66K
Shared
0.00
None
0.00
ENBRIDGE INC
SOLEShares821.04K
TypeSH
Market value$37.18M
0.92%
Sole
821.04K
Shared
0.00
None
0.00
CGI INC
SOLEShares343.57K
TypeSH
Market value$36.05M
0.89%
Sole
343.57K
Shared
0.00
None
0.00
WASTE MGMT INC DEL
SOLEShares150.32K
TypeSH
Market value$34.40M
0.85%
Sole
150.32K
Shared
0.00
None
0.00
APPLIED MATLS INC
SOLEShares186.22K
TypeSH
Market value$34.09M
0.85%
Sole
186.22K
Shared
0.00
None
0.00
CANADIAN PACIFIC KANSAS CITY
SOLEShares428.53K
TypeSH
Market value$33.96M
0.84%
Sole
428.53K
Shared
0.00
None
0.00
BANK AMERICA CORP
SOLEShares704.69K
TypeSH
Market value$33.34M
0.83%
Sole
704.69K
Shared
0.00
None
0.00
SERVICENOW INC
SOLEShares31.97K
TypeSH
Market value$32.87M
0.82%
Sole
31.97K
Shared
0.00
None
0.00
TEXAS INSTRS INC
SOLEShares155.45K
TypeSH
Market value$32.27M
0.80%
Sole
155.45K
Shared
0.00
None
0.00
RENAISSANCERE HLDGS LTD
SOLEShares129.91K
TypeSH
Market value$31.55M
0.78%
Sole
129.91K
Shared
0.00
None
0.00
GILEAD SCIENCES INC
SOLEShares278.25K
TypeSH
Market value$30.85M
0.77%
Sole
278.25K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
MICROSOFT CORPSOLE | COM | 474.93K | SH | $236.21M 5.86% | 474.93K | 0.00 | 0.00 |
NVIDIA CORPORATIONSOLE | COM | 779.25K | SH | $123.10M 3.05% | 779.25K | 0.00 | 0.00 |
APPLE INCSOLE | COM | 409.54K | SH | $83.95M 2.08% | 409.54K | 0.00 | 0.00 |
ROYAL BK CDASOLE | COM | 500.18K | SH | $65.76M 1.63% | 500.18K | 0.00 | 0.00 |
BROADCOM INCSOLE | COM | 227.39K | SH | $62.61M 1.55% | 227.39K | 0.00 | 0.00 |
AMAZON COM INCSOLE | COM | 266.23K | SH | $58.46M 1.45% | 266.23K | 0.00 | 0.00 |
LINDE PLCSOLE | SHS | 121.76K | SH | $57.13M 1.42% | 121.76K | 0.00 | 0.00 |
TORONTO DOMINION BK ONTSOLE | COM NEW | 721.17K | SH | $52.94M 1.31% | 721.17K | 0.00 | 0.00 |
AGILENT TECHNOLOGIES INCSOLE | COM | 428.55K | SH | $50.57M 1.25% | 428.55K | 0.00 | 0.00 |
META PLATFORMS INCSOLE | CL A | 61.71K | SH | $45.53M 1.13% | 61.71K | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL C | 252.43K | SH | $44.78M 1.11% | 252.43K | 0.00 | 0.00 |
SUN LIFE FINANCIAL INC.SOLE | COM | 670.12K | SH | $44.56M 1.11% | 670.12K | 0.00 | 0.00 |
VISA INCSOLE | COM CL A | 114.82K | SH | $40.77M 1.01% | 114.82K | 0.00 | 0.00 |
INTUITSOLE | COM | 51.77K | SH | $40.76M 1.01% | 51.77K | 0.00 | 0.00 |
CANADIAN NATL RY COSOLE | COM | 377.66K | SH | $39.33M 0.98% | 377.66K | 0.00 | 0.00 |
ENBRIDGE INCSOLE | COM | 821.04K | SH | $37.18M 0.92% | 821.04K | 0.00 | 0.00 |
CGI INCSOLE | CL A SUB VTG | 343.57K | SH | $36.05M 0.89% | 343.57K | 0.00 | 0.00 |
WASTE MGMT INC DELSOLE | COM | 150.32K | SH | $34.40M 0.85% | 150.32K | 0.00 | 0.00 |
APPLIED MATLS INCSOLE | COM | 186.22K | SH | $34.09M 0.85% | 186.22K | 0.00 | 0.00 |
CANADIAN PACIFIC KANSAS CITYSOLE | COM | 428.53K | SH | $33.96M 0.84% | 428.53K | 0.00 | 0.00 |
BANK AMERICA CORPSOLE | COM | 704.69K | SH | $33.34M 0.83% | 704.69K | 0.00 | 0.00 |
SERVICENOW INCSOLE | COM | 31.97K | SH | $32.87M 0.82% | 31.97K | 0.00 | 0.00 |
TEXAS INSTRS INCSOLE | COM | 155.45K | SH | $32.27M 0.80% | 155.45K | 0.00 | 0.00 |
RENAISSANCERE HLDGS LTDSOLE | COM | 129.91K | SH | $31.55M 0.78% | 129.91K | 0.00 | 0.00 |
GILEAD SCIENCES INCSOLE | COM | 278.25K | SH | $30.85M 0.77% | 278.25K | 0.00 | 0.00 |
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