NORTHWEST & ETHICAL INVESTMENTS L P
Q2 2026 Form 13-F
TORONTO, ONTARIO, CANADA
CIK 0002033536
· Institutional investment manager
$4.3B Reported Value Total
Reported value
$4.3B
Quarter over quarter
+8.9%
Holdings
508
Top-10 concentration
30.9%
Key People
Named on the latest Form 13-F filing — not necessarily an owner
Yasmin Lalani
SVP, Chief Legal Officer and Chief Governance Officer
Filing Navigation
Coverage begins with the second quarter of 2013. Earlier quarters are not shown while their accuracy is being verified.
13F Metrics
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Q2 2026 13F record
Q2 2026 13F filing summary
| Period of report | June 30, 2026 |
|---|---|
| Filed | August 13, 2026 |
| Form | 13F-HR |
| Reported value | $4.3B |
| Positions | 508 |
| Change in reported value | -0.6% |
| New positions | 55 |
| Exited positions | 61 |
| Position turnover | 20.4% |
| Top-10 concentration | 30.9% |
13F filings by quarter
| Quarter | Positions | Value |
|---|---|---|
|
Q2 2026 13F
Filed Aug 13, 2026
|
508 | $4.3B |
|
Q1 2026 13F
Filed May 14, 2026
|
509 | $4.3B |
|
Q4 2025 13F
Filed Feb 12, 2026
|
485 | $4.4B |
|
Q3 2025 13F
Filed Nov 12, 2025
|
482 | $4.2B |
|
Q2 2025 13F
Filed Aug 13, 2025
|
469 | $4.0B |
|
Q1 2025 13F
Filed May 13, 2025
|
465 | $3.7B |
|
Q4 2024 13F
Filed Feb 11, 2025
|
460 | $3.7B |
|
Q3 2024 13F
Filed Nov 14, 2024
|
483 | $3.8B |
|
Q2 2024 13F
Filed Aug 14, 2024
|
468 | $3.5B |
|
Q1 2024 13F
Filed Jul 9, 2025
|
467 | $3.5B |
|
Q4 2023 13F
Filed Jul 9, 2025
|
364 | $3.3B |
|
Q3 2023 13F
Filed Jul 9, 2025
|
377 | $3.0B |
|
Q2 2023 13F
Filed Jul 9, 2025
|
372 | $3.1B |
|
Q1 2023 13F
Filed Jul 9, 2025
|
393 | $3.0B |
|
Q4 2022 13F
Filed Jul 9, 2025
|
393 | $2.9B |
|
Q3 2022 13F
Filed Jul 9, 2025
|
401 | $2.5B |
|
Q2 2022 13F
Filed Jul 9, 2025
|
402 | $2.7B |
|
Q1 2022 13F
Filed Jul 9, 2025
|
393 | $3.1B |
|
Q4 2021 13F
Filed Jul 9, 2025
|
388 | $3.4B |
|
Q3 2021 13F
Filed Jul 9, 2025
|
392 | $3.1B |
33 earlier quarters on file — choose one from the quarter menu above.
Top 20 holdings · Q2 2026
| # | Holding | Reported value | % of portfolio |
|---|---|---|---|
| 1 | DMXF ISHARES TR | $288.4M | 6.71% |
| 2 | NVDA NVIDIA CORPORATION | $180.6M | 4.2% |
| 3 | AVSD AMERICAN CENTY ETF TR | $158.3M | 3.68% |
| 4 | MSFT MICROSOFT CORP | $143.1M | 3.33% |
| 5 | AAPL APPLE INC | $112.9M | 2.63% |
| 6 | GOOG ALPHABET INC | $107.3M | 2.5% |
| 7 | RY ROYAL BK CDA | $96.0M | 2.24% |
| 8 | AVGO BROADCOM INC | $82.7M | 1.92% |
| 9 | KLAC KLA CORP | $80.8M | 1.88% |
| 10 | TD TORONTO DOMINION BK ONT | $75.3M | 1.75% |
| 11 | QQQ INVESCO QQQ TR | $64.6M | 1.5% |
| 12 | SPY STATE STR SPDR S&P 500 ETF T | $62.6M | 1.46% |
| 13 | AMZN AMAZON COM INC | $61.6M | 1.43% |
| 14 | WCN WASTE CONNECTIONS INC | $58.8M | 1.37% |
| 15 | CSCO CISCO SYS INC | $49.9M | 1.16% |
| 16 | CNI CANADIAN NATL RY CO | $47.8M | 1.11% |
| 17 | V VISA INC | $43.6M | 1.01% |
| 18 | NEE NEXTERA ENERGY INC | $41.8M | 0.97% |
| 19 | LIN LINDE PLC | $40.5M | 0.94% |
| 20 | MRK MERCK & CO INC | $40.0M | 0.93% |
Values as reported on the Q2 2026 Form 13F. Every position is in the holdings table below.