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CIK: 0002033536
Total reported value
$4.3B
$4.3B
506 檔
10.6%
As reported in its official Q3 2024 Form 13F filing, Northwest & Ethical Investments L.P.'s tracked investment portfolio stood at $4.3B with 506 total positions.
During Q3 2024, Northwest & Ethical Investments L.P.'s portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
Showing top 200 holdings (of 506 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | MSFT | Microsoft CORP | Stock-Tech | 5.02% | -0.09% | +8.21% | |
| 2 | NVDA | Nvidia CORP | Stock-Tech | 2.03% | +0.41% | +7.64% | |
| 3 | AAPL | Apple Inc | Stock-Tech | 1.94% | +0.24% | +8.75% | |
| 4 | AVGO | Broadcom Inc | Stock-Tech | 1.57% | +0.45% | +924.21% | |
| 5 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 1.51% | +0.12% | +3.22% | |
| 6 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 1.50% | +0.45% | +11.21% | |
| 7 | RY | Royal Bank Of Canada | Stock-Financials | 1.41% | +0.39% | -10.13% | |
| 8 | WM | Waste Management Inc | Stock-Industrials | 1.35% | -0.06% | +0.69% | |
| 9 | LIN | Linde plc | Stock-Materials | 1.27% | -0.25% | +7.25% | |
| 10 | A | Agilent Technologies Inc | Stock-Healthcare | 1.25% | +0.04% | -3.79% | |
| 11 | TD | Toronto-dominion Bank | Stock-Financials | 1.13% | +0.26% | +2.35% | |
| 12 | AZO | Autozone Inc | Stock-Consumer Disc | 1.11% | -0.12% | +24.35% | |
| 13 | TXN | Texas Instruments Inc | Stock-Tech | 1.07% | -0.03% | -8.89% | |
| 14 | AMAT | Applied Materials Inc | Stock-Tech | 1.00% | -0.06% | +8.73% | |
| 15 | ABBV | Abbvie Inc | Stock-Healthcare | 0.99% | +0.06% | +6.14% | |
| 16 | FISV | Fiserv Inc | Stock-Other | 0.98% | — | +65.12% | |
| 17 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.93% | — | +10.47% | |
| 18 | SLF | Sun Life Financial Inc | Stock-Financials | 0.90% | +0.11% | -1.98% | |
| 19 | ENB | Enbridge Inc | Stock-Energy | 0.90% | +0.06% | +9.40% | |
| 20 | GIB | Cgi Inc | Stock-Tech | 0.87% | +0.09% | -15.03% | |
| 21 | ORCL | Oracle CORP | Stock-Tech | 0.86% | — | +9.90% | |
| 22 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.83% | -0.05% | +0.09% | |
| 23 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.83% | +0.03% | +25.44% | |
| 24 | V | Visa Inc-class A Shares | Stock-Financials | 0.81% | +0.04% | -3.18% | |
| 25 | UNP | Union Pacific CORP | Stock-Industrials | 0.81% | -0.41% | +267.39% | |
| 26 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.80% | -0.10% | -4.75% | |
| 27 | WAT | Waters CORP | Stock-Healthcare | 0.79% | -0.37% | -16.58% | |
| 28 | SNPS | Synopsys Inc | Stock-Tech | 0.77% | +0.07% | +88.79% | |
| 29 | MTD | Mettler-toledo International | Stock-Healthcare | 0.77% | — | -8.43% | |
| 30 | PNR | Pentair plc | Stock-Industrials | 0.77% | — | -16.10% | |
| 31 | CARR | Carrier Global CORP | Stock-Industrials | 0.76% | — | -12.01% | |
| 32 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.73% | -0.46% | -27.77% | |
| 33 | TEL | TE Connectivity plc | Stock-Tech | 0.73% | -0.04% | — | |
| 34 | HUBB | Hubbell Inc | Stock-Industrials | 0.70% | -0.25% | -0.18% | |
| 35 | AWK | American Water Works Co Inc | Stock-Utilities | 0.70% | -0.09% | -35.32% | |
| 36 | TT | Trane Technologies plc | Stock-Industrials | 0.69% | +0.24% | -16.04% | |
| 37 | RSG | Republic Services Inc | Stock-Industrials | 0.69% | -0.06% | -39.60% | |
| 38 | CGNX | Cognex CORP | Stock-Tech | 0.69% | -0.02% | +91.45% | |
| 39 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 0.69% | +0.64% | NEW | |
| 40 | CNI | Canadian Natl Railway Co | Stock-Industrials | 0.67% | +0.09% | +2.01% | |
| 41 | AKX | Ansys Inc | Stock-Other | 0.65% | — | +3.86% | |
| 42 | ADBE | Adobe Inc | Stock-Tech | 0.65% | — | +12.70% | |
| 43 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.65% | -0.10% | +2.17% | |
| 44 | ADP | Automatic Data Processing | Stock-Tech | 0.65% | +0.07% | +43.40% | |
| 45 | WMT | Walmart Inc | Stock-Consumer Staples | 0.64% | -0.02% | +0.38% | |
| 46 | ADSK | Autodesk Inc | Stock-Tech | 0.62% | +0.07% | -21.14% | |
| 47 | IEX | Idex CORP | Stock-Industrials | 0.62% | — | NEW | |
| 48 | AEP | American Electric Power | Stock-Utilities | 0.61% | +0.05% | +31.91% | |
| 49 | INTU | Intuit Inc | Stock-Tech | 0.61% | -0.33% | +10.42% | |
| 50 | NEE | Nextera Energy Inc | Stock-Utilities | 0.61% | +0.34% | -20.44% |
According to official SEC Form 13F filings, Northwest & Ethical Investments L.P. reported a total U.S. public equity portfolio value of $4.3B across 506 disclosed positions in Q3 2024.
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In terms of portfolio concentration, the top 5 core holdings (including MSFT, NVDA, AAPL) accounted for 10.6% of total reported equity market value during Q3 2024.
During Q3 2024, Northwest & Ethical Investments L.P.'s top holdings by market value included MSFT (5.0%)、NVDA (2.0%)、AAPL (1.9%). The largest single position, MSFT, represented 5.0% of total portfolio value.
In Q3 2024, Northwest & Ethical Investments L.P. made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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