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CIK: 0002033536
Total reported value
$4.3B
$4.3B
501 檔
17.2%
During the Q4 2025 filing period, Northwest & Ethical Investments L.P. (CIK: 0002033536) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $4.3B across 501 reported positions.
In Q4 2025, Northwest & Ethical Investments L.P. adopted a defensive or profit-taking posture, trimming 108 positions and completely liquidating 17 holdings to manage risk exposure.
In terms of portfolio concentration, the top 5 core holdings (including MSFT, AVSD, NVDA) accounted for 17.2% of total reported equity market value during Q4 2025.
Top New Position Initiated
AVSD
市值: $147.1M
Top Position Liquidated / Trimmed
ORCL
前期市值: $23.8M
Showing top 200 holdings (of 501 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | MSFT | Microsoft CORP | Stock-Tech | 4.86% | -0.09% | -7.80% | |
| 2 | AVSD | Avantis Reps Intern Equi ETF | ETF-Other | 3.31% | +0.30% | — | |
| 3 | NVDA | Nvidia CORP | Stock-Tech | 3.21% | +0.41% | +2.92% | |
| 4 | NULG | Nuveen Esg Lrg-cap Grw ETF | ETF-Other | 2.89% | -3.01% | EXIT | |
| 5 | AAPL | Apple Inc | Stock-Tech | 2.38% | +0.24% | -7.35% | |
| 6 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 2.13% | +0.45% | +4.04% | |
| 7 | RY | Royal Bank Of Canada | Stock-Financials | 1.94% | +0.39% | -0.88% | |
| 8 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.68% | — | -0.67% | |
| 9 | TD | Toronto-dominion Bank | Stock-Financials | 1.52% | +0.26% | +2.41% | |
| 10 | AVGO | Broadcom Inc | Stock-Tech | 1.50% | +0.45% | -1.54% | |
| 11 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 1.40% | +0.14% | — | |
| 12 | A | Agilent Technologies Inc | Stock-Healthcare | 1.28% | +0.04% | -6.76% | |
| 13 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.22% | +0.26% | +64.26% | |
| 14 | LIN | Linde plc | Stock-Materials | 1.14% | -0.25% | -2.19% | |
| 15 | V | Visa Inc-class A Shares | Stock-Financials | 1.07% | +0.04% | +8.07% | |
| 16 | CNI | Canadian Natl Railway Co | Stock-Industrials | 0.96% | +0.09% | +12.44% | |
| 17 | GILD | Gilead Sciences Inc | Stock-Healthcare | 0.91% | -0.25% | +2.94% | |
| 18 | ENB | Enbridge Inc | Stock-Energy | 0.88% | +0.06% | -0.23% | |
| 19 | SHOP | Shopify Inc - Class A | Stock-Tech | 0.87% | -0.07% | +24.39% | |
| 20 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.87% | -0.46% | -28.56% | |
| 21 | BAC | Bank Of America CORP | Stock-Financials | 0.85% | +0.02% | -4.51% | |
| 22 | UNP | Union Pacific CORP | Stock-Industrials | 0.85% | -0.41% | -7.03% | |
| 23 | CP | Canadian Pacific Kansas City | Stock-Industrials | 0.83% | +0.04% | +6.68% | |
| 24 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.80% | +0.03% | +0.35% | |
| 25 | MA | Mastercard Inc - A | Stock-Financials | 0.80% | -0.11% | +14.22% | |
| 26 | CSCO | Cisco Systems Inc | Stock-Tech | 0.78% | +0.32% | +33.77% | |
| 27 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.78% | -0.05% | +7.92% | |
| 28 | RNR | RenaissanceRe Holdings Ltd. | Stock-Financials | 0.76% | — | -7.80% | |
| 29 | BN | Brookfield CORP | Stock-Financials | 0.75% | -0.03% | +55.66% | |
| 30 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 0.75% | -0.05% | -1.46% | |
| 31 | MCK | Mckesson CORP | Stock-Healthcare | 0.72% | -0.12% | -7.72% | |
| 32 | INTU | Intuit Inc | Stock-Tech | 0.72% | -0.33% | -8.83% | |
| 33 | WM | Waste Management Inc | Stock-Industrials | 0.71% | -0.06% | -7.80% | |
| 34 | AMAT | Applied Materials Inc | Stock-Tech | 0.70% | -0.06% | -21.39% | |
| 35 | ABBV | Abbvie Inc | Stock-Healthcare | 0.70% | +0.06% | -5.77% | |
| 36 | GIB | Cgi Inc | Stock-Tech | 0.70% | +0.09% | -9.29% | |
| 37 | HUBB | Hubbell Inc | Stock-Industrials | 0.68% | -0.25% | -7.45% | |
| 38 | FNV | Franco-nevada CORP | Stock-Materials | 0.67% | -0.22% | -6.31% | |
| 39 | EBAY | Ebay Inc | Stock-Consumer Disc | 0.66% | -0.66% | +20.84% | |
| 40 | ZTS | Zoetis Inc | Stock-Healthcare | 0.65% | -0.65% | -8.78% | |
| 41 | XYL | Xylem Inc | Stock-Industrials | 0.64% | -0.17% | -7.80% | |
| 42 | SLF | Sun Life Financial Inc | Stock-Financials | 0.62% | +0.11% | -17.79% | |
| 43 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.62% | -0.10% | -30.13% | |
| 44 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.61% | +0.12% | -8.96% | |
| 45 | BNS | Bank Of Nova Scotia | Stock-Financials | 0.61% | +0.24% | +6.43% | |
| 46 | SNPS | Synopsys Inc | Stock-Tech | 0.59% | +0.07% | -9.76% | |
| 47 | VLTO | Veralto CORP | Stock-Industrials | 0.59% | +0.07% | -14.01% | |
| 48 | MRVL | Marvell Technology Inc | Stock-Tech | 0.56% | -0.01% | -7.80% | |
| 49 | NOW | Servicenow Inc | Stock-Tech | 0.55% | -0.08% | +373.11% | |
| 50 | SPGI | S&p Global Inc | Stock-Financials | 0.54% | — | +53.46% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | GOOG | Alphabet Inc-cl C | +0.5% | +4.04% | Add |
| 2 | SPY | Ss Spdr S&p 500 ETF Trust-us | +0.5% | +64.26% | Add |
| 3 | NEE | Nextera Energy Inc | +0.3% | +181.40% | Add |
| 4 | MDT | Medtronic plc | +0.3% | +424.51% | Add |
| 5 | CSCO | Cisco Systems Inc | +0.2% | +33.77% | Add |
| 6 | LLY | Eli Lilly & Co | +0.2% | +0.35% | Add |
| 7 | TD | Toronto-dominion Bank | +0.2% | +2.41% | Add |
| 8 | SHOP | Shopify Inc - Class A | +0.2% | +24.39% | Add |
| 9 | SPGI | S&p Global Inc | +0.2% | +53.46% | Add |
| 10 | MRK | Merck & Co. Inc. | +0.2% | +7.92% | Add |
| 11 | RY | Royal Bank Of Canada | +0.2% | -0.88% | Trim |
| 12 | CNI | Canadian Natl Railway Co | +0.1% | +12.44% | Add |
| 13 | CL | Colgate-palmolive Co | +0.1% | +37.56% | Add |
| 14 | KR | Kroger Co | +0.1% | +124.64% | Add |
| 15 | BNS | Bank Of Nova Scotia | +0.1% | +6.43% | Add |
| 16 | GILD | Gilead Sciences Inc | +0.1% | +2.94% | Add |
| 17 | MA | Mastercard Inc - A | +0.1% | +14.22% | Add |
| 18 | V | Visa Inc-class A Shares | +0.1% | +8.07% | Add |
| 19 | EBAY | Ebay Inc | +0.1% | +20.84% | Add |
| 20 | WPM | Wheaton Precious Metals CORP | +0.1% | +32.22% | Add |
| 21 | BEP | Brookfield Renewable Partners L.P. | +0.1% | +74.68% | Add |
| 22 | TRP | Tc Energy CORP | +0.1% | +15.67% | Add |
| 23 | B | Barrick Mining CORP | +0.1% | +6.51% | Add |
| 24 | CAE | Cae Inc | +0.1% | +47.49% | Add |
| 25 | MSI | Motorola Solutions Inc | +0.1% | +45.75% | Add |
| 26 | CCJ | Cameco CORP | +0.1% | +59.15% | Add |
| 27 | KGC | Kinross Gold CORP | +0.1% | +48.98% | Add |
| 28 | MFC | Manulife Financial CORP | 0% | +3.97% | Add |
| 29 | YUM | Yum! Brands Inc | 0% | +19.67% | Add |
| 30 | WAT | Waters CORP | 0% | -6.79% | Trim |
| 31 | TMO | Thermo Fisher Scientific Inc | 0% | -2.55% | Trim |
| 32 | NTR | Nutrien LTD | 0% | +16.02% | Add |
| 33 | PAAS | Pan American Silver CORP | 0% | +45.32% | Add |
| 34 | BCE | Bce Inc | 0% | +16.69% | Add |
| 35 | PGR | Progressive CORP | 0% | +86.28% | Add |
| 36 | SU | Suncor Energy Inc | 0% | +10.11% | Add |
| 37 | ✓ | On Holding AG | 0% | +62.27% | Add |
| 38 | ROST | Ross Stores Inc | 0% | +13.71% | Add |
| 39 | CRWD | Crowdstrike Holdings Inc - A | 0% | +83.99% | Add |
| 40 | CTSH | Cognizant Tech Solutions-a | 0% | +7.74% | Add |
| 41 | VOYA | Voya Financial Inc | 0% | +56.15% | Add |
| 42 | CB | Chubb Limited | 0% | +13.67% | Add |
| 43 | WCN | Waste Connections Inc | 0% | +17.75% | Add |
| 44 | IAG | Iamgold CORP | 0% | +0.42% | Add |
| 45 | TSM | Taiwan Semiconductor-sp Adr | 0% | -1.46% | Trim |
| 46 | MGA | Magna International Inc | 0% | -2.79% | Trim |
| 47 | BFAM | Bright Horizons Family Solut | 0% | +75.26% | Add |
| 48 | PBA | Pembina Pipeline CORP | 0% | +19.53% | Add |
| 49 | GIL | Gildan Activewear Inc | 0% | +13.87% | Add |
| 50 | ROK | Rockwell Automation Inc | 0% | +7.47% | 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 501 disclosed positions in Q4 2025.
During Q4 2025, Northwest & Ethical Investments L.P.'s top holdings by market value included MSFT (4.9%)、AVSD (3.3%)、NVDA (3.2%). The largest single position, MSFT, represented 4.9% of total portfolio value.
In Q4 2025, Northwest & Ethical Investments L.P. made 200 total portfolio adjustments, initiating 13 new buys, adding to 62 positions, trimming 108 holdings, and fully liquidating 17 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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