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CIK: 0002033536
Total reported value
$4.3B
$4.3B
490 檔
13.3%
In Q2 2025, Northwest & Ethical Investments L.P.'s U.S. equity holdings reached a combined market value of $4.3B, distributed across 490 disclosed stock positions.
During Q2 2025, Northwest & Ethical Investments L.P.'s portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
In terms of portfolio concentration, the top 5 core holdings (including MSFT, NVDA, AAPL) accounted for 13.3% of total reported equity market value during Q2 2025.
Showing top 200 holdings (of 490 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | MSFT | Microsoft CORP | Stock-Tech | 5.86% | -0.09% | -1.17% | |
| 2 | NVDA | Nvidia CORP | Stock-Tech | 3.05% | +0.41% | +5.42% | |
| 3 | AAPL | Apple Inc | Stock-Tech | 2.08% | +0.24% | +7.39% | |
| 4 | RY | Royal Bank Of Canada | Stock-Financials | 1.63% | +0.39% | -1.60% | |
| 5 | AVGO | Broadcom Inc | Stock-Tech | 1.55% | +0.45% | +1.45% | |
| 6 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.45% | — | -2.17% | |
| 7 | LIN | Linde plc | Stock-Materials | 1.42% | -0.25% | +13.15% | |
| 8 | TD | Toronto-dominion Bank | Stock-Financials | 1.31% | +0.26% | -10.13% | |
| 9 | A | Agilent Technologies Inc | Stock-Healthcare | 1.25% | +0.04% | +11.12% | |
| 10 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.13% | -0.10% | +2.64% | |
| 11 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 1.11% | +0.45% | -4.99% | |
| 12 | SLF | Sun Life Financial Inc | Stock-Financials | 1.11% | +0.11% | -8.92% | |
| 13 | V | Visa Inc-class A Shares | Stock-Financials | 1.01% | +0.04% | -7.25% | |
| 14 | INTU | Intuit Inc | Stock-Tech | 1.01% | -0.33% | -8.65% | |
| 15 | CNI | Canadian Natl Railway Co | Stock-Industrials | 0.98% | +0.09% | +10.68% | |
| 16 | ENB | Enbridge Inc | Stock-Energy | 0.92% | +0.06% | -16.86% | |
| 17 | GIB | Cgi Inc | Stock-Tech | 0.89% | +0.09% | +13.41% | |
| 18 | WM | Waste Management Inc | Stock-Industrials | 0.85% | -0.06% | -32.46% | |
| 19 | AMAT | Applied Materials Inc | Stock-Tech | 0.85% | -0.06% | +6.99% | |
| 20 | CP | Canadian Pacific Kansas City | Stock-Industrials | 0.84% | +0.04% | +8.28% | |
| 21 | BAC | Bank Of America CORP | Stock-Financials | 0.83% | +0.02% | +20.90% | |
| 22 | NOW | Servicenow Inc | Stock-Tech | 0.82% | -0.08% | +33.65% | |
| 23 | TXN | Texas Instruments Inc | Stock-Tech | 0.80% | -0.03% | -3.26% | |
| 24 | RNR | RenaissanceRe Holdings Ltd. | Stock-Financials | 0.78% | — | +38.34% | |
| 25 | GILD | Gilead Sciences Inc | Stock-Healthcare | 0.77% | -0.25% | -2.30% | |
| 26 | MCK | Mckesson CORP | Stock-Healthcare | 0.76% | -0.12% | -11.00% | |
| 27 | MA | Mastercard Inc - A | Stock-Financials | 0.75% | -0.11% | +7.79% | |
| 28 | SNPS | Synopsys Inc | Stock-Tech | 0.74% | +0.07% | -1.12% | |
| 29 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.74% | +0.26% | — | |
| 30 | HUBB | Hubbell Inc | Stock-Industrials | 0.74% | -0.25% | -0.70% | |
| 31 | XYL | Xylem Inc | Stock-Industrials | 0.73% | -0.17% | -3.32% | |
| 32 | TEL | TE Connectivity plc | Stock-Tech | 0.72% | -0.04% | -1.94% | |
| 33 | EBAY | Ebay Inc | Stock-Consumer Disc | 0.72% | -0.66% | -0.09% | |
| 34 | UNP | Union Pacific CORP | Stock-Industrials | 0.71% | -0.41% | -4.78% | |
| 35 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.69% | -0.46% | +32.05% | |
| 36 | ORCL | Oracle CORP | Stock-Tech | 0.69% | — | -0.36% | |
| 37 | BNDX | Vanguard Total Intl Bond ETF | ETF-Other | 0.68% | — | +93.19% | |
| 38 | BN | Brookfield CORP | Stock-Financials | 0.67% | -0.03% | -8.80% | |
| 39 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.67% | +0.12% | -9.94% | |
| 40 | ADP | Automatic Data Processing | Stock-Tech | 0.67% | +0.07% | -21.03% | |
| 41 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 0.66% | -0.05% | +107.62% | |
| 42 | AZO | Autozone Inc | Stock-Consumer Disc | 0.65% | -0.12% | -10.18% | |
| 43 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.64% | -0.10% | -3.64% | |
| 44 | VLTO | Veralto CORP | Stock-Industrials | 0.64% | +0.07% | +29.51% | |
| 45 | SHOP | Shopify Inc - Class A | Stock-Tech | 0.63% | -0.07% | +5.30% | |
| 46 | FNV | Franco-nevada CORP | Stock-Materials | 0.62% | -0.22% | +11.15% | |
| 47 | ADSK | Autodesk Inc | Stock-Tech | 0.61% | +0.07% | +10.43% | |
| 48 | RSG | Republic Services Inc | Stock-Industrials | 0.61% | -0.06% | +7.83% | |
| 49 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.59% | -0.05% | -19.47% | |
| 50 | MTD | Mettler-toledo International | Stock-Healthcare | 0.59% | — | -1.94% |
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 490 disclosed positions in Q2 2025.
During Q2 2025, Northwest & Ethical Investments L.P.'s top holdings by market value included MSFT (5.9%)、NVDA (3.0%)、AAPL (2.1%). The largest single position, MSFT, represented 5.9% of total portfolio value.
In Q2 2025, 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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