Northwest & Ethical Investments L.P.
SEC Form 13F institutional filer · CIK 0002033536
13F-HR · 236 reported holdings · 2026-03-31
Canadian asset manager specializing in responsible investing.
Reported long-US-equity value
$2.63B
Top-10 concentration
31.9%
Northwest & Ethical Investments L.P. — $2.63B AUM allocation strategy
Northwest & Ethical Investments L.P. files SEC Form 13F and reports $2.63B of long US equity value across 236 reported holdings for 2026-03-31.
Its largest sector bet is Information Technology 21.1%, followed by Health Care 6.0% and Communication Services 4.7%.
The top 10 holdings account for 32% of reported value — a broadly spread portfolio. The sector and industry splits below are of the same reported value. Track quarter-over-quarter adds, trims, new positions and exits below — sourced from SEC 13F filings, public domain.
Northwest & Ethical Investments L.P. — latest SEC 13F insights
Reported long-US-equity value (13F AUM)
$2.63B
total across 236 reported holdings · 2026-03-31 · excludes shorts, cash, non-US
Top-10 concentration
32% of value
higher = narrower conviction; lower = spread / hedging
Biggest adds (shares)
+$T +274K sh · +$4.64M+$NVDA +173K sh · −$122M+$APTV +134K sh · −$14.8M
Biggest trims (shares)
−$CARR −346K sh · −$37.4M−$FAST −121K sh · −$10.2M−$WM −119K sh · −$57.7M
Exited to nil (held last quarter, gone now)
$IEX ($37.2M last qtr)$PNR ($30.1M last qtr)$EMR ($7.98M last qtr)$MMM ($7.33M last qtr)$ES ($6.83M last qtr)
Sector allocation (share of reported value)
each slice is a share of the reported long-US-equity value — smaller sectors and the rest of the book roll into “Other holdings”
Qtr shift = share-point change vs the prior quarter's filing — first period tracked for this filer; the column fills in with the next quarterly refresh.
Industry allocation (share of reported value)
- Semiconductors8.6%—
- Systems Software5.6%—
- Interactive Media & Services4.7%—
- Technology Hardware, Storage & Peripherals3.9%—
- Transaction & Payment Processing Services3.1%—
- Broadline Retail2.4%—
- Industrial Gases2.0%—
- Biotechnology1.9%—
- Other holdings67.8%—
the finer GICS cut of the same book — same denominator — smaller industries roll into “Other holdings”
Qtr shift = share-point change vs the prior quarter's filing — first period tracked for this filer; the column fills in with the next quarterly refresh.
Top S&P 500 holdings
8 of 8 rows · sorted by Value ↓
| Ticker | Holding | Shares | Value | Δ QoQ | Weight |
|---|---|---|---|---|---|
| $NVDA | NVIDIA Corporation | 938K | $164M | +173K | 6.2% |
| $MSFT | Microsoft Corporation | 399K | $148M | -47K | 5.6% |
| $AAPL | Apple Inc | 407K | $103M | +18.2K | 3.9% |
| $GOOGL | Alphabet Inc | 309K | $88.8M | +7.56K | 3.4% |
| $AVGO | Broadcom Inc | 205K | $63.4M | +12.1K | 2.4% |
| $AMZN | Amazon.com Inc | 296K | $61.8M | -26.5K | 2.3% |
| $LIN | Linde plc | 104K | $51.6M | -14.9K | 2.0% |
| $GILD | Gilead Sciences Inc | 347K | $48.4M | +18.8K | 1.8% |
…and 228 more holdings in the full 13F filing (top positions only shown).
SEC Form 13F data sets · public domain · 45-day filing lag · >$100M AUM managers · as reported
← All 13F filers·← QuantOrb.pro
How to read Δ QoQ — the five insight categories, and the caveats
The categories. Analysts, quants and retail traders look past total portfolio value to isolate actionable signals. Five categories matter.
Conviction & concentration shifts
New positions vs complete exits — a brand-new stock signals high conviction; a full liquidation suggests a broken thesis or tax-loss harvesting. Aggressive sizing — look at share count, not dollars: a 20% share increase during a drawdown is strong dip-buying. Concentration — a narrowing top-5/10 means conviction; spreading capital across more names means hedging.
Sector & macro allocation rotations
Aggregating Δ QoQ moves across sectors shows where smart money is leaning in or sneaking out — rotating out of growth into defensives or energy, for example. The fund's total long equity exposure quarter-over-quarter is a proxy for overall institutional risk appetite.
Crowding & smart-money consensus
When several managers initiate or expand the same stock in the same quarter, that is institutional consensus. Contrarian reads: top pickers buying hard into a beaten-down name the market is selling.
Derivative & option overlays
Reported call/put changes indicate whether managers are adding downside hedges or leveraging upside exposure. Note: a long increase may be half of a market-neutral pair trade.
Who reads this
| Retail "cloners" | High-conviction ideas to replicate ~45 days after quarter-end. |
| Corporate IR | Which funds bought or dumped the stock, before the next call. |
| Quant / algo traders | Cross-sectional factor inputs: flow, momentum, ownership. |
Four caveats before you trade on it
- 45-day lag — holdings are quarter-end; positions may already be closed.
- Long-only — 13Fs miss shorts, pair trades and cash.
- No non-US / fixed income — the picture is US equities plus options.
- Corporate actions — splits and spinoffs distort raw share deltas.
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