Northwest & Ethical Investments L.P.

CIK 0002033536 · TORONTO, A6 · Quarter end: 2026-06-30 · Filed on: 2026-08-13 · Open the SEC source

Northwest & Ethical Investments L.P. reported 522 positions worth $4.30B as of June 30, 2026 (13F filed August 13, 2026). Largest holding: DMXF (6.7%).

Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.
$4.30B
2026 Q2
Positions
522
Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.
30.9%
Est. Net Flow (Q)
2026 Q2
10 / 522 positions shown
#SymbolCompanyTypeValue% Port.Shares1YYTD
1DMXFISHARES TRSH$288.4M6.71%3,409,570
2NVDANVIDIA CORPORATIONSH$180.6M4.20%903,030
3AVSDAMERICAN CENTY ETF TRSH$158.3M3.68%1,981,400
4MSFTMICROSOFT CORPSH$143.1M3.33%383,734
5AAPLAPPLE INCSH$112.9M2.63%390,390
6GOOGALPHABET INCSH$107.3M2.50%303,801
7RYROYAL BK CDASH$96.0M2.23%464,627
8AVGOBROADCOM INCSH$82.7M1.92%218,846
9KLACKLA CORPSH$80.8M1.88%267,866
10TDTORONTO DOMINION BK ONTSH$75.3M1.75%620,742

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Read the 2026-Q2 quarterly report · 13F Filing Calendar

Frequently Asked Questions

What stocks does Northwest & Ethical Investments L.P. hold as of Q2 2026?

Northwest & Ethical Investments L.P. reported 522 positions worth $4.30B in its Q2 2026 13F filing. Largest positions: DMXF (6.7%), NVDA (4.2%), AVSD (3.7%), MSFT (3.3%) and AAPL (2.6%).

What did Northwest & Ethical Investments L.P. buy in Q2 2026?

No previous quarter is available yet; the comparison appears with the next filing.

What did Northwest & Ethical Investments L.P. sell in Q2 2026?

No previous quarter is available yet.

13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.