NORTHWEST & ETHICAL INVESTMENTS L P
Q1 2026 Form 13-F
TORONTO, ONTARIO, CANADA
CIK 0002033536
· Institutional investment manager
$4.3B Reported Value Total
Reported value
$4.3B
Quarter over quarter
-2.5%
Holdings
509
Top-10 concentration
24.3%
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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Q1 2026 13F record
Q1 2026 13F filing summary
| Period of report | March 31, 2026 |
|---|---|
| Filed | May 14, 2026 |
| Form | 13F-HR |
| Reported value | $4.3B |
| Positions | 509 |
| Change in reported value | -2.7% |
| New positions | 107 |
| Exited positions | 86 |
| Position turnover | 32.4% |
| Top-10 concentration | 24.3% |
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 · Q1 2026
| # | Holding | Reported value | % of portfolio |
|---|---|---|---|
| 1 | NVDA NVIDIA CORPORATION | $163.8M | 3.79% |
| 2 | MSFT MICROSOFT CORP | $147.8M | 3.42% |
| 3 | AVSD AMERICAN CENTY ETF TR | $145.9M | 3.38% |
| 4 | NULG NUSHARES ETF TR | $130.3M | 3.01% |
| 5 | AAPL APPLE INC | $103.4M | 2.39% |
| 6 | GOOG ALPHABET INC | $88.8M | 2.05% |
| 7 | RY ROYAL BK CDA | $80.2M | 1.85% |
| 8 | TD TORONTO DOMINION BK ONT | $64.6M | 1.49% |
| 9 | AVGO BROADCOM INC | $63.4M | 1.47% |
| 10 | AMZN AMAZON COM INC | $61.8M | 1.43% |
| 11 | QQQ INVESCO QQQ TR | $58.6M | 1.36% |
| 12 | WCN WASTE CONNECTIONS INC | $54.8M | 1.27% |
| 13 | SPY STATE STR SPDR S&P 500 ETF T | $51.7M | 1.2% |
| 14 | LIN LINDE PLC | $51.6M | 1.19% |
| 15 | GILD GILEAD SCIENCES INC | $48.4M | 1.12% |
| 16 | UNP UNION PAC CORP | $46.4M | 1.07% |
| 17 | CNI CANADIAN NATL RY CO | $43.9M | 1.02% |
| 18 | MRK MERCK & CO INC | $42.3M | 0.98% |
| 19 | V VISA INC | $42.0M | 0.97% |
| 20 | TSM TAIWAN SEMICONDUCTOR MANUFAC | $40.6M | 0.94% |
Values as reported on the Q1 2026 Form 13F. Every position is in the holdings table below.