Filed: 11/12/2025ACC: 0002033536-25-000070
๐ What this filing means
NORTHWEST & ETHICAL INVESTMENTS L.P. filed this quarterly 13FโHR report disclosing 500 equity positions with a total reported market value of $4.24B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
500
Positions
$4.24B
Total AUM (reported)
47.69M
Total Shares
Allocation by class
COM$3.14B74.0%
CL A$141.76M3.3%
SHS$131.92M3.1%
COM NEW$129.03M3.0%
COM SHS$86.15M2.0%
CAP STK CL C$70.67M1.7%
COM CL A$52.35M1.2%
Portfolio Concentration
Top 3$496.17M11.7%
4โ10$453.06M10.7%
11โ25$564.37M13.3%
Rest$2.73B64.3%
Top 3 weight
11.7%
Top 10 weight
22.4%
Voting Authority Distribution
Total shares with voting rights: 46.49M
Sole
Full voting authority
46.49M
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)
Sole500
Shared0
Other0
Dominant voting typeSole ยท 100.0% of voting shares
Institutional Holdings500
Rows:
MICROSOFT CORP
SOLEShares484.06K
TypeSH
Market value$250.67M
5.91%
Sole
484.06K
Shared
0.00
None
0.00
NVIDIA CORPORATION
SOLEShares743.94K
TypeSH
Market value$138.61M
3.27%
Sole
743.94K
Shared
0.00
None
0.00
APPLE INC
SOLEShares419.81K
TypeSH
Market value$106.89M
2.52%
Sole
419.81K
Shared
0.00
None
0.00
ROYAL BK CDA
SOLEShares510.29K
TypeSH
Market value$75.19M
1.77%
Sole
510.29K
Shared
0.00
None
0.00
AMAZON COM INC
SOLEShares324.88K
TypeSH
Market value$71.37M
1.68%
Sole
324.88K
Shared
0.00
None
0.00
ALPHABET INC
SOLEShares290.17K
TypeSH
Market value$70.67M
1.67%
Sole
290.17K
Shared
0.00
None
0.00
BROADCOM INC
SOLEShares195.65K
TypeSH
Market value$64.53M
1.52%
Sole
195.65K
Shared
0.00
None
0.00
LINDE PLC
SOLEShares121.76K
TypeSH
Market value$57.84M
1.36%
Sole
121.76K
Shared
0.00
None
0.00
AGILENT TECHNOLOGIES INC
SOLEShares447.74K
TypeSH
Market value$57.47M
1.36%
Sole
447.74K
Shared
0.00
None
0.00
TORONTO DOMINION BK ONT
SOLEShares700.58K
TypeSH
Market value$56.01M
1.32%
Sole
700.58K
Shared
0.00
None
0.00
META PLATFORMS INC
SOLEShares59.66K
TypeSH
Market value$43.85M
1.03%
Sole
59.66K
Shared
0.00
None
0.00
VISA INC
SOLEShares125.33K
TypeSH
Market value$42.78M
1.01%
Sole
125.33K
Shared
0.00
None
0.00
ALPHABET INC
SOLEShares171.97K
TypeSH
Market value$41.82M
0.99%
Sole
171.97K
Shared
0.00
None
0.00
UNION PAC CORP
SOLEShares174.68K
TypeSH
Market value$41.29M
0.97%
Sole
174.68K
Shared
0.00
None
0.00
ENBRIDGE INC
SOLEShares817.02K
TypeSH
Market value$41.14M
0.97%
Sole
817.02K
Shared
0.00
None
0.00
BANK AMERICA CORP
SOLEShares720.43K
TypeSH
Market value$37.20M
0.88%
Sole
720.43K
Shared
0.00
None
0.00
ZOETIS INC
SOLEShares252.63K
TypeSH
Market value$36.96M
0.87%
Sole
252.63K
Shared
0.00
None
0.00
CANADIAN NATL RY CO
SOLEShares383.30K
TypeSH
Market value$36.15M
0.85%
Sole
383.30K
Shared
0.00
None
0.00
INTUIT
SOLEShares52.67K
TypeSH
Market value$35.98M
0.85%
Sole
52.67K
Shared
0.00
None
0.00
GILEAD SCIENCES INC
SOLEShares318.82K
TypeSH
Market value$35.39M
0.83%
Sole
318.82K
Shared
0.00
None
0.00
CANADIAN PACIFIC KANSAS CITY
SOLEShares468.62K
TypeSH
Market value$34.81M
0.82%
Sole
468.62K
Shared
0.00
None
0.00
APTIV PLC
SOLEShares401.87K
TypeSH
Market value$34.65M
0.82%
Sole
401.87K
Shared
0.00
None
0.00
WASTE MGMT INC DEL
SOLEShares156.29K
TypeSH
Market value$34.51M
0.81%
Sole
156.29K
Shared
0.00
None
0.00
FRANCO NEV CORP
SOLEShares154.34K
TypeSH
Market value$34.28M
0.81%
Sole
154.34K
Shared
0.00
None
0.00
ABBVIE INC
SOLEShares145.08K
TypeSH
Market value$33.54M
0.79%
Sole
145.08K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting โ Sole | Shared | None |
|---|---|---|---|---|---|---|---|
MICROSOFT CORPSOLE | COM | 484.06K | SH | $250.67M 5.91% | 484.06K | 0.00 | 0.00 |
NVIDIA CORPORATIONSOLE | COM | 743.94K | SH | $138.61M 3.27% | 743.94K | 0.00 | 0.00 |
APPLE INCSOLE | COM | 419.81K | SH | $106.89M 2.52% | 419.81K | 0.00 | 0.00 |
ROYAL BK CDASOLE | COM | 510.29K | SH | $75.19M 1.77% | 510.29K | 0.00 | 0.00 |
AMAZON COM INCSOLE | COM | 324.88K | SH | $71.37M 1.68% | 324.88K | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL C | 290.17K | SH | $70.67M 1.67% | 290.17K | 0.00 | 0.00 |
BROADCOM INCSOLE | COM | 195.65K | SH | $64.53M 1.52% | 195.65K | 0.00 | 0.00 |
LINDE PLCSOLE | SHS | 121.76K | SH | $57.84M 1.36% | 121.76K | 0.00 | 0.00 |
AGILENT TECHNOLOGIES INCSOLE | COM | 447.74K | SH | $57.47M 1.36% | 447.74K | 0.00 | 0.00 |
TORONTO DOMINION BK ONTSOLE | COM NEW | 700.58K | SH | $56.01M 1.32% | 700.58K | 0.00 | 0.00 |
META PLATFORMS INCSOLE | CL A | 59.66K | SH | $43.85M 1.03% | 59.66K | 0.00 | 0.00 |
VISA INCSOLE | COM CL A | 125.33K | SH | $42.78M 1.01% | 125.33K | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL A | 171.97K | SH | $41.82M 0.99% | 171.97K | 0.00 | 0.00 |
UNION PAC CORPSOLE | COM | 174.68K | SH | $41.29M 0.97% | 174.68K | 0.00 | 0.00 |
ENBRIDGE INCSOLE | COM | 817.02K | SH | $41.14M 0.97% | 817.02K | 0.00 | 0.00 |
BANK AMERICA CORPSOLE | COM | 720.43K | SH | $37.20M 0.88% | 720.43K | 0.00 | 0.00 |
ZOETIS INCSOLE | CL A | 252.63K | SH | $36.96M 0.87% | 252.63K | 0.00 | 0.00 |
CANADIAN NATL RY COSOLE | COM | 383.30K | SH | $36.15M 0.85% | 383.30K | 0.00 | 0.00 |
INTUITSOLE | COM | 52.67K | SH | $35.98M 0.85% | 52.67K | 0.00 | 0.00 |
GILEAD SCIENCES INCSOLE | COM | 318.82K | SH | $35.39M 0.83% | 318.82K | 0.00 | 0.00 |
CANADIAN PACIFIC KANSAS CITYSOLE | COM | 468.62K | SH | $34.81M 0.82% | 468.62K | 0.00 | 0.00 |
APTIV PLCSOLE | COM SHS | 401.87K | SH | $34.65M 0.82% | 401.87K | 0.00 | 0.00 |
WASTE MGMT INC DELSOLE | COM | 156.29K | SH | $34.51M 0.81% | 156.29K | 0.00 | 0.00 |
FRANCO NEV CORPSOLE | COM | 154.34K | SH | $34.28M 0.81% | 154.34K | 0.00 | 0.00 |
ABBVIE INCSOLE | COM | 145.08K | SH | $33.54M 0.79% | 145.08K | 0.00 | 0.00 |
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