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CIK: 0002033536
Total reported value
$4.3B
$4.3B
500 檔
15.0%
The Q3 2025 SEC filing reveals that Northwest & Ethical Investments L.P. held a total portfolio value of $4.3B, covering 500 public equity positions.
Northwest & Ethical Investments L.P. executed strategic sector rebalancing during Q3 2025, establishing 29 new positions while fully exiting 27 holdings and trimming 59 positions.
Showing top 200 holdings (of 500 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | MSFT | Microsoft CORP | Stock-Tech | 5.91% | -0.09% | +1.92% | |
| 2 | NVDA | Nvidia CORP | Stock-Tech | 3.27% | +0.41% | -4.53% | |
| 3 | AAPL | Apple Inc | Stock-Tech | 2.52% | +0.24% | +2.51% | |
| 4 | RY | Royal Bank Of Canada | Stock-Financials | 1.77% | +0.39% | +2.02% | |
| 5 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.68% | — | +22.03% | |
| 6 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 1.67% | +0.45% | +14.95% | |
| 7 | AVGO | Broadcom Inc | Stock-Tech | 1.52% | +0.45% | -13.96% | |
| 8 | LIN | Linde plc | Stock-Materials | 1.36% | -0.25% | — | |
| 9 | A | Agilent Technologies Inc | Stock-Healthcare | 1.36% | +0.04% | +4.48% | |
| 10 | TD | Toronto-dominion Bank | Stock-Financials | 1.32% | +0.26% | -2.85% | |
| 11 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.03% | -0.10% | -3.32% | |
| 12 | V | Visa Inc-class A Shares | Stock-Financials | 1.01% | +0.04% | +9.15% | |
| 13 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.99% | -0.46% | +8.41% | |
| 14 | UNP | Union Pacific CORP | Stock-Industrials | 0.97% | -0.41% | +40.18% | |
| 15 | ENB | Enbridge Inc | Stock-Energy | 0.97% | +0.06% | -0.49% | |
| 16 | BAC | Bank Of America CORP | Stock-Financials | 0.88% | +0.02% | +2.23% | |
| 17 | ZTS | Zoetis Inc | Stock-Healthcare | 0.87% | -0.65% | +190.75% | |
| 18 | CNI | Canadian Natl Railway Co | Stock-Industrials | 0.85% | +0.09% | +1.49% | |
| 19 | INTU | Intuit Inc | Stock-Tech | 0.85% | -0.33% | +1.73% | |
| 20 | GILD | Gilead Sciences Inc | Stock-Healthcare | 0.83% | -0.25% | +14.58% | |
| 21 | CP | Canadian Pacific Kansas City | Stock-Industrials | 0.82% | +0.04% | +9.36% | |
| 22 | APTV | Aptiv PLC | Stock-Consumer Disc | 0.82% | -0.13% | +81.34% | |
| 23 | WM | Waste Management Inc | Stock-Industrials | 0.81% | -0.06% | +3.97% | |
| 24 | FNV | Franco-nevada CORP | Stock-Materials | 0.81% | -0.22% | +0.84% | |
| 25 | ABBV | Abbvie Inc | Stock-Healthcare | 0.79% | +0.06% | +22.13% | |
| 26 | XYL | Xylem Inc | Stock-Industrials | 0.79% | -0.17% | — | |
| 27 | GIB | Cgi Inc | Stock-Tech | 0.78% | +0.09% | +8.15% | |
| 28 | RNR | RenaissanceRe Holdings Ltd. | Stock-Financials | 0.78% | — | — | |
| 29 | MCK | Mckesson CORP | Stock-Healthcare | 0.77% | -0.12% | +0.60% | |
| 30 | VLTO | Veralto CORP | Stock-Industrials | 0.77% | +0.07% | +19.75% | |
| 31 | SLF | Sun Life Financial Inc | Stock-Financials | 0.76% | +0.11% | -19.62% | |
| 32 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.76% | +0.26% | — | |
| 33 | BN | Brookfield CORP | Stock-Financials | 0.76% | -0.03% | +7.12% | |
| 34 | AMAT | Applied Materials Inc | Stock-Tech | 0.75% | -0.06% | -16.79% | |
| 35 | HUBB | Hubbell Inc | Stock-Industrials | 0.75% | -0.25% | +0.41% | |
| 36 | NOW | Servicenow Inc | Stock-Tech | 0.73% | -0.08% | +5.35% | |
| 37 | MA | Mastercard Inc - A | Stock-Financials | 0.73% | -0.11% | +0.88% | |
| 38 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 0.73% | -0.05% | -5.63% | |
| 39 | SNPS | Synopsys Inc | Stock-Tech | 0.73% | +0.07% | +6.57% | |
| 40 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.69% | +0.12% | — | |
| 41 | AZO | Autozone Inc | Stock-Consumer Disc | 0.69% | -0.12% | -3.68% | |
| 42 | SHOP | Shopify Inc - Class A | Stock-Tech | 0.67% | -0.07% | -13.18% | |
| 43 | BNDX | Vanguard Total Intl Bond ETF | ETF-Other | 0.65% | — | — | |
| 44 | MRVL | Marvell Technology Inc | Stock-Tech | 0.63% | -0.01% | +20.45% | |
| 45 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.60% | -0.05% | +0.65% | |
| 46 | RSG | Republic Services Inc | Stock-Industrials | 0.60% | -0.06% | +11.97% | |
| 47 | EBAY | Ebay Inc | Stock-Consumer Disc | 0.60% | -0.66% | -27.98% | |
| 48 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.59% | +0.03% | +15.42% | |
| 49 | NFLX | Netflix Inc | Stock-Comm Services | 0.59% | -0.38% | +92.32% | |
| 50 | AEP | American Electric Power | Stock-Utilities | 0.56% | +0.05% | -2.71% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | +1.1% | -4.53% | Add |
| 2 | MSFT | Microsoft CORP | +1% | +1.92% | Add |
| 3 | ZTS | Zoetis Inc | +0.8% | +190.75% | Add |
| 4 | GOOG | Alphabet Inc-cl C | +0.5% | +14.95% | Add |
| 5 | AVGO | Broadcom Inc | +0.5% | -13.96% | Trim |
| 6 | GOOGL | Alphabet Inc-cl A | +0.5% | +8.41% | Add |
| 7 | TSM | Taiwan Semiconductor-sp Adr | +0.5% | -5.63% | Add |
| 8 | NFLX | Netflix Inc | +0.5% | +92.32% | Add |
| 9 | APTV | Aptiv PLC | +0.5% | +81.34% | Add |
| 10 | CSCO | Cisco Systems Inc | +0.3% | +218.13% | Add |
| 11 | AMZN | Amazon.com Inc | +0.3% | +22.03% | Add |
| 12 | BNDX | Vanguard Total Intl Bond ETF | +0.3% | — | Add |
| 13 | ROP | Roper Technologies Inc | +0.3% | +40.38% | Add |
| 14 | VLTO | Veralto CORP | +0.3% | +19.75% | Add |
| 15 | RCI | Rogers Communications Inc-b | +0.2% | +29.06% | Add |
| 16 | AAPL | Apple Inc | +0.2% | +2.51% | Add |
| 17 | RY | Royal Bank Of Canada | +0.2% | +2.02% | Add |
| 18 | BAC | Bank Of America CORP | +0.2% | +2.23% | Add |
| 19 | FNV | Franco-nevada CORP | +0.2% | +0.84% | Add |
| 20 | NOW | Servicenow Inc | +0.2% | +5.35% | Add |
| 21 | BNS | Bank Of Nova Scotia | +0.2% | +2.46% | Add |
| 22 | ADI | Analog Devices Inc | +0.2% | +1.44% | Add |
| 23 | PFE | Pfizer Inc | +0.2% | -7.73% | Add |
| 24 | MRVL | Marvell Technology Inc | +0.2% | +20.45% | Add |
| 25 | MSI | Motorola Solutions Inc | +0.2% | +555.66% | Add |
| 26 | HD | Home Depot Inc | +0.2% | -0.44% | Add |
| 27 | RNR | RenaissanceRe Holdings Ltd. | +0.2% | — | Add |
| 28 | DOO | Brp Inc/ca- Sub Voting | +0.2% | -11.78% | Add |
| 29 | A | Agilent Technologies Inc | +0.1% | +4.48% | Add |
| 30 | AOS | Smith (a.o.) CORP | +0.1% | +45.24% | Add |
| 31 | SPGI | S&p Global Inc | +0.1% | +12.44% | Add |
| 32 | AQN | Algonquin Power & Utilities | +0.1% | +31.78% | Add |
| 33 | UNP | Union Pacific CORP | +0.1% | +40.18% | Add |
| 34 | SHOP | Shopify Inc - Class A | +0.1% | -13.18% | Trim |
| 35 | FAST | Fastenal Co | +0.1% | +1.26% | Add |
| 36 | CM | Can Imperial Bk Of Commerce | +0.1% | +14.31% | Add |
| 37 | QCOM | Qualcomm Inc | +0.1% | -6.04% | Add |
| 38 | AXP | American Express Co | +0.1% | +41.87% | Add |
| 39 | EXC | Exelon CORP | +0.1% | +8.87% | Add |
| 40 | JNJ | Johnson & Johnson | +0.1% | -8.78% | Add |
| 41 | ETN | Eaton Corporation plc | +0.1% | +65.52% | Add |
| 42 | CPRT | Copart Inc | +0.1% | -2.07% | Add |
| 43 | AME | Ametek Inc | +0.1% | +1.78% | Add |
| 44 | PBA | Pembina Pipeline CORP | +0.1% | +29.80% | Add |
| 45 | META | Meta Platforms Inc-class A | +0.1% | -3.32% | Trim |
| 46 | HUBB | Hubbell Inc | +0.1% | +0.41% | Trim |
| 47 | MGA | Magna International Inc | +0.1% | -0.02% | Add |
| 48 | BKNG | Booking Holdings Inc | +0.1% | +13.02% | Add |
| 49 | TFII | Tfi International Inc | +0.1% | +23.28% | Add |
| 50 | C | Citigroup Inc | +0.1% | +58.12% | Add |
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 500 disclosed positions in Q3 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including MSFT, NVDA, AAPL) accounted for 15.0% of total reported equity market value during Q3 2025.
Top New Position Initiated
SPY
市值: $32.2M
Top Position Liquidated / Trimmed
MTD
前期市值: $24.4M
During Q3 2025, Northwest & Ethical Investments L.P.'s top holdings by market value included MSFT (5.9%)、NVDA (3.3%)、AAPL (2.5%). The largest single position, MSFT, represented 5.9% of total portfolio value.
In Q3 2025, Northwest & Ethical Investments L.P. made 199 total portfolio adjustments, initiating 29 new buys, adding to 84 positions, trimming 59 holdings, and fully liquidating 27 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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