StockDriftsStockDriftsTop 50 Northwest & Ethical Investments L P Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| DMXF | ISHARES TR | 6.72% | 3.41M | $288.4M | new | $78.74(+11.22%) | 2026-06-30 | |
| NVDA | NVIDIA CORPORATION | 4.2% | 903.0K | $180.6M | -3.77%(-35.40K) | $102.34(+120.89%) | 2026-06-30 | |
| AVSD | AMERICAN CENTY ETF TR | 3.68% | 1.98M | $158.3M | +0.00%(+0) | $71.28(+17.38%) | 2026-06-30 | |
| MSFT | MICROSOFT CORP | 3.33% | 383.7K | $143.1M | -3.90%(-15.58K) | $251.14(+93.54%) | 2026-06-30 | |
| AAPL | APPLE INC | 2.63% | 390.4K | $112.9M | -4.11%(-16.74K) | $138.26(+120.88%) | 2026-06-30 | |
| GOOG | ALPHABET INC | 2.5% | 303.8K | $107.3M | -1.83%(-5.65K) | $108.63(+215.42%) | 2026-06-30 | |
| RY | ROYAL BK CDA | 2.24% | 464.6K | $96.0M | -6.10%(-30.20K) | $84.10(+157.85%) | 2026-06-30 | |
| AVGO | BROADCOM INC | 1.92% | 218.8K | $82.7M | +6.88%(+14.09K) | $92.92(+323.76%) | 2026-06-30 | |
| KLAC | KLA CORP | 1.88% | 267.9K | $80.8M | +1.34%(+3.55K) | $135.51(+46.55%) | 2026-06-30 | |
| TD | TORONTO DOMINION BK ONT | 1.75% | 620.7K | $75.3M | -9.84%(-67.75K) | $53.69(+129.57%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +16.82% | +59.41% | +9.14% | +54.87% |
| Top 20 Holdings Unweighted | +17.60% | +62.65% | +9.02% | +54.01% |
Northwest & Ethical Investments L P reports $4.30B in US-listed equity holdings across 513 positions in its most recent 13F filing. Its largest disclosed positions are DMXF (6.7%), NVDA (4.2%) and AVSD (3.7%). The top 20 holdings account for 42.73% of reported assets. Its disclosed equity book has returned +59.41% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Northwest & Ethical Investments L P’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 2033536). View Northwest & Ethical Investments L P’s 13F filings on SEC