Northwest & Ethical Investments L.P.
In its 13F for Q3 2024 (holdings as of September 30, 2024, filed November 14, 2024), Northwest & Ethical Investments L.P. reported 482 stock positions worth $3.8 billion. Its top holding was Microsoft (MSFT) at 5.0% of the portfolio, followed by Nvidia (NVDA, 2.0%) and Apple (AAPL, 1.9%). Compared with Q2 2024, it opened 53 new positions, sold out of 39, added to 175 and reduced 223. The biggest buy was Union Pacific (UNP, shares +267%) and the biggest sale United Rentals (URI, shares −98%).
- Most Recent 13F
- Q2 2026
- Location
- TORONTO, A6
- CIK
- 0002033536
- Portfolio Value
- $3.8B (Q3 2024)
- SEC Filing
- 0002033536-24-000003 ↗ filed Nov 14, 2024
Holdings Value
Holdings 482 stocks · $3.8B
| MSFT Microsoft Corp. | 5.02% | 441,738 | $190.1M | Add +8.2% |
| NVDA Nvidia Corp. | 2.03% | 632,115 | $76.8M | Add +7.6% |
| AAPL Apple Inc. | 1.94% | 314,787 | $73.3M | Add +8.8% |
| AVGO Broadcom Inc. | 1.57% | 343,673 | $59.3M | Add +2.4% |
| UNH Unitedhealth Group Inc. | 1.51% | 97,725 | $57.1M | Add +3.2% |
| GOOG Alphabet Inc. Class C | 1.50% | 339,330 | $56.7M | Add +11.2% |
| RY Royal Bank of Canada | 1.41% | 429,016 | $53.6M | Reduce -10.1% |
| WM Waste Management Inc. | 1.35% | 246,556 | $51.2M | Add +0.7% |
| LIN Linde PLC | 1.28% | 101,254 | $48.3M | Add +7.3% |
| A Agilent Technologies Inc. | 1.26% | 319,981 | $47.5M | Reduce -3.8% |
| TD Toronto-Dominion Bank | 1.13% | 675,492 | $42.7M | Add +2.4% |
| AZO AutoZone Inc. | 1.11% | 13,384 | $42.2M | Add +24.4% |
| TXN Texas Instruments Inc. | 1.08% | 197,030 | $40.7M | Reduce -8.9% |
| AMAT Applied Materials Inc. | 1.00% | 187,794 | $37.9M | Add +8.7% |
| ABBV Abbvie Inc. | 0.99% | 189,075 | $37.3M | Add +6.1% |
| FISV Fiserv Inc. | 0.99% | 207,643 | $37.3M | Add +65.1% |
| AMZN Amazon.com Inc. | 0.93% | 188,855 | $35.2M | Add +10.5% |
| SLF Sun Life Financial Inc. | 0.90% | 589,272 | $34.2M | Reduce -2.0% |
| ENB Enbridge Inc. | 0.90% | 838,283 | $34.1M | Add +9.4% |
| GIB Cgi Inc. | 0.87% | 286,836 | $33.0M | Reduce -15.0% |
| ORCL Oracle Corp. | 0.86% | 191,938 | $32.7M | Add +9.9% |
| MRK Merck & Co. Inc. | 0.83% | 277,965 | $31.6M | Add +0.1% |
| LLY Eli Lilly & Co. | 0.83% | 35,277 | $31.3M | Add +25.4% |
| V Visa Inc. Class A | 0.81% | 112,172 | $30.8M | Reduce -3.2% |
| UNP Union Pacific Corp. | 0.81% | 124,030 | $30.6M | Add +267.4% |
| META Meta Platforms Inc. Class A | 0.80% | 52,645 | $30.1M | Reduce -4.8% |
| WAT Waters Corp. | 0.79% | 83,117 | $29.9M | Reduce -16.6% |
| SNPS Synopsys Inc. | 0.77% | 57,617 | $29.2M | Add +88.8% |
| MTD Mettler-Toledo International | 0.77% | 19,432 | $29.1M | Reduce -8.4% |
| PNR Pentair PLC | 0.77% | 296,388 | $29.0M | Reduce -16.1% |
| CARR Carrier Global Corp. | 0.76% | 356,307 | $28.7M | Reduce -12.0% |
| GOOGL Alphabet Inc. Class A | 0.73% | 166,925 | $27.7M | Reduce -27.8% |
| TEL Te Connectivity PLC | 0.73% | 182,681 | $27.6M | Reduce -8.4% |
| HUBB Hubbell Inc. | 0.70% | 62,216 | $26.7M | Reduce -0.2% |
| AWK American Water Works Co. Inc. | 0.70% | 180,911 | $26.5M | Reduce -35.3% |
| TT Trane Technologies PLC | 0.69% | 67,588 | $26.3M | Reduce -16.0% |
| RSG Republic Services Inc. | 0.69% | 129,762 | $26.1M | Reduce -39.6% |
| CGNX Cognex Corp. | 0.69% | 642,737 | $26.0M | Add +91.5% |
| IEFA iShares Core MSCI Eafe ETF | 0.69% | 333,072 | $26.0M | Add +7.5% |
| CNI Canadian Natl Railway Co. | 0.67% | 217,754 | $25.5M | Add +2.0% |
| ANSS Ansys Inc. | 0.65% | 77,529 | $24.7M | Add +3.9% |
| ADBE Adobe Inc. | 0.65% | 47,520 | $24.6M | Add +12.7% |
| PG The Procter & Gamble Co. | 0.65% | 142,060 | $24.6M | Add +2.2% |
| ADP Automatic Data Processing | 0.65% | 88,755 | $24.6M | Add +43.4% |
| WMT Walmart Inc. | 0.64% | 301,784 | $24.4M | Add +0.4% |
| ADSK Autodesk Inc. | 0.62% | 84,894 | $23.4M | Reduce -21.1% |
| IEX Idex Corp. | 0.62% | 108,907 | $23.4M | Reduce -11.9% |
| AEP American Electric Power | 0.61% | 225,992 | $23.2M | Add +31.9% |
| INTU Intuit Inc. | 0.61% | 37,122 | $23.1M | Add +10.4% |
| NEE Nextera Energy Inc. | 0.61% | 271,508 | $23.0M | Reduce -20.4% |
| VLTO Veralto Corp. | 0.60% | 203,540 | $22.8M | Reduce -11.2% |
| CI The Cigna Group | 0.60% | 65,564 | $22.7M | Add +4.1% |
| MRSH Marsh & McLennan Cos | 0.59% | 99,886 | $22.3M | Add +26.9% |
| STE Steris PLC | 0.58% | 91,241 | $22.1M | Reduce -11.7% |
| SHEL Shell PLC-ADR | 0.56% | 322,691 | $21.3M | Add +29.1% |
| FTS Fortis Inc. | 0.56% | 462,831 | $21.0M | Add +0.2% |
| TRP TC Energy Corp. | 0.55% | 440,530 | $20.9M | Reduce -23.0% |
| VZ Verizon Communications Inc. | 0.54% | 457,015 | $20.5M | Add +3.8% |
| BN Brookfield Corp. | 0.54% | 385,045 | $20.5M | Reduce -18.2% |
| MELI MercadoLibre Inc. | 0.54% | 9,945 | $20.4M | Add +2.1% |
| MA Mastercard Inc. Class A | 0.52% | 39,993 | $19.7M | Add +2.5% |
| GILD Gilead Sciences Inc. | 0.52% | 234,572 | $19.7M | Add +15.7% |
| KO The Coca-Cola Co. | 0.51% | 266,238 | $19.1M | Reduce -19.9% |
| MGA Magna International Inc. | 0.50% | 456,942 | $18.7M | Add +4.1% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.49% | 469,174 | $18.6M | Add +8.9% |
| CMCSA Comcast Corp. Class A | 0.49% | 442,654 | $18.5M | Add +8.4% |
| MCK McKesson Corp. | 0.48% | 37,120 | $18.4M | Add +9.1% |
| CWEN Clearway Energy Inc. Class C | 0.46% | 565,508 | $17.3M | Reduce -1.8% |
| NOW ServiceNow Inc. | 0.46% | 19,324 | $17.3M | Add +37.0% |
| RNR Renaissancere Holdings Ltd. | 0.45% | 62,724 | $17.1M | New |
| CP Canadian Pacific Kansas City | 0.45% | 197,630 | $16.9M | Add +1.2% |
| APTV Aptiv Irish Holdings Ltd. filed as APTIV PLC | 0.44% | 231,796 | $16.7M | Reduce -8.4% |
| NTR Nutrien Ltd. | 0.44% | 343,452 | $16.5M | Reduce -0.8% |
| FNV Franco-Nevada Corp. | 0.43% | 131,884 | $16.4M | Reduce -3.4% |
| QCOM Qualcomm Inc. | 0.42% | 94,201 | $16.0M | Add +304.7% |
| STN Stantec Inc. | 0.42% | 198,539 | $16.0M | Add +79.1% |
| BNDX Vanguard Total Intl Bond ETF | 0.42% | 316,950 | $15.9M | No change |
| PGR Progressive Corp. | 0.41% | 61,722 | $15.7M | Reduce -24.5% |
| DOX Amdocs Ltd. | 0.41% | 176,035 | $15.4M | Add +10.3% |
| JPM JPMorgan Chase & Co. | 0.40% | 72,579 | $15.3M | Reduce -10.3% |
| RBA RB Global Inc. | 0.40% | 188,583 | $15.2M | New |
| EA Electronic Arts Inc. | 0.40% | 105,598 | $15.1M | Reduce -14.3% |
| NYT New York Times Co. Class A | 0.40% | 270,489 | $15.1M | Add +30.1% |
| IMO Imperial Oil Ltd. | 0.39% | 207,893 | $14.6M | Add +1.0% |
| CNQ Canadian Natural Resources | 0.39% | 440,016 | $14.6M | Reduce -3.9% |
| EXC Exelon Corp. | 0.39% | 360,267 | $14.6M | Add +9.0% |
| D Dominion Energy Inc. | 0.38% | 251,445 | $14.5M | Add +2.0% |
| CCK Crown Holdings Inc. | 0.38% | 149,678 | $14.4M | New |
| PSA Public Storage | 0.37% | 38,548 | $14.0M | Add +18.9% |
| EG Everest Group Ltd. | 0.37% | 35,582 | $13.9M | Add +4.8% |
| KR Kroger Co. | 0.36% | 240,952 | $13.8M | Reduce -27.7% |
| SHOP Shopify Inc. Class A | 0.36% | 171,374 | $13.7M | Add +5.2% |
| BNS Bank of Nova Scotia filed as BANK NOVA SCOTIA HALIFAX | 0.36% | 251,862 | $13.7M | Reduce -4.6% |
| RNW Renew Energy Global PLC-A | 0.36% | 2,161,194 | $13.6M | Add +3.3% |
| AMT American Tower Corp. | 0.36% | 57,803 | $13.4M | Add +45.0% |
| MFC Manulife Financial Corp. | 0.35% | 451,825 | $13.4M | Reduce -6.5% |
| TFII Tfi International Inc. | 0.35% | 97,064 | $13.3M | Reduce -16.9% |
| YUM Yum! Brands Inc. | 0.35% | 94,810 | $13.2M | Add +12.3% |
| TMO Thermo Fisher Scientific Inc. | 0.34% | 21,092 | $13.0M | Add +46.3% |
| BAM Brookfield Asset Mgmt-A | 0.34% | 273,162 | $12.9M | Add +1.5% |
Options reported separately and not counted above: INVESCO QQQ TR calls ($87K), INVESCO QQQ TR puts ($71K), NVIDIA CORPORATION calls ($62K), ATLASSIAN CORPORATION calls ($39K), BUILDERS FIRSTSOURCE INC calls ($25K), SUNRUN INC puts ($24K), CELESTICA INC calls ($23K), TESLA INC puts ($20K), ICON PLC calls ($11K), DUOLINGO INC puts ($10K), DEXCOM INC calls ($10K), VARONIS SYS INC puts ($8K), and 3 more.
Other holdings (9): bonds, preferreds, convertibles and warrants · $1.6M (not counted above)
| Security | Class | Shares / Principal | Value | Change |
|---|---|---|---|---|
| DEXCOM INC (DXCM 0.25 11/15/25) | NOTE 0.250%11/1 · principal | 300,000 | $285K | No change |
| INSULET CORPORATION (PODD 0.375 09/01/26) | NOTE 0.375% 9/0 · principal | 230,000 | $276K | New |
| NUVASIVE INC (GMED 0.375 03/15/25) | NOTE 0.375% 3/1 · principal | 260,000 | $253K | Reduce -50.0% |
| BLOCK INC (XYZ 0.125 03/01/25) | NOTE 0.125% 3/0 · principal | 250,000 | $244K | No change |
| ZSCALER INC. (ZS 0.125 07/01/25) | NOTE 0.125% 7/0 · principal | 150,000 | $183K | No change |
| RAPID7 INC (RPD 0.25 03/15/27) | NOTE 0.250% 3/1 · principal | 200,000 | $183K | No change |
| ETSY INC (ETSY 0.125 09/01/27) | NOTE 0.125% 9/0 · principal | 120,000 | $103K | No change |
| ETSY INC (ETSY 0.125 10/01/26) | NOTE 0.125%10/0 · principal | 100,000 | $99K | No change |
| GROY.WS Gold Royalty Corp. -29 | *W EXP 05/31/202 | 19,400 | $5K | New |
Total filed on the 13F, all lines: $3.8B.
Portfolio Sells Q2 2024 → Q3 2024
| URI United Rentals Inc. | Reduce -98.3% | 0.01% | −0.62 |
| BALL Ball Corp. | Sold out | 0.00% | −0.53 |
| RSG Republic Services Inc. | Reduce -39.6% | 0.69% | −0.51 |
| GOOGL Alphabet Inc. Class A | Reduce -27.8% | 0.73% | −0.48 |
| AWK American Water Works Co. Inc. | Reduce -35.3% | 0.70% | −0.34 |
| KLAC KLA Corp. | Sold out | 0.00% | −0.25 |
| GS Goldman Sachs Group Inc. | Reduce -71.9% | 0.10% | −0.24 |
| CNP Centerpoint Energy Inc. | Sold out | 0.00% | −0.20 |
| SPY SS SPDR S&P 500 ETF Trust-US | Reduce -40.2% | 0.27% | −0.20 |
| IFF Intl Flavors & Fragrances | Sold out | 0.00% | −0.17 |
| IEMG iShares Core MSCI Emerging | Sold out | 0.00% | −0.15 |
| CRWD CrowdStrike Holdings Inc. Class A | Reduce -95.2% | 0.01% | −0.15 |
| ADSK Autodesk Inc. | Reduce -21.1% | 0.62% | −0.15 |
| TFII Tfi International Inc. | Reduce -16.9% | 0.35% | −0.14 |
| COR Cencora Inc. | Sold out | 0.00% | −0.13 |
| TEL Te Connectivity PLC | Reduce -8.4% | 0.73% | −0.13 |
| TXN Texas Instruments Inc. | Reduce -8.9% | 1.08% | −0.13 |
| AY Atlantica Sustainable Infras | Sold out | 0.00% | −0.13 |
| PAYX Paychex Inc. | Reduce -42.6% | 0.20% | −0.13 |
| VRSK Verisk Analytics Inc. | Sold out | 0.00% | −0.11 |
| KR Kroger Co. | Reduce -27.7% | 0.36% | −0.11 |
| ULTA Ulta Beauty Inc. | Reduce -83.5% | 0.02% | −0.11 |
| MU Micron Technology Inc. | Reduce -29.5% | 0.11% | −0.11 |
| KO The Coca-Cola Co. | Reduce -19.9% | 0.51% | −0.10 |
| IEX Idex Corp. | Reduce -11.9% | 0.62% | −0.10 |
| GIB Cgi Inc. | Reduce -15.0% | 0.87% | −0.10 |
| VRSN Verisign Inc. | Reduce -27.9% | 0.23% | −0.09 |
| EA Electronic Arts Inc. | Reduce -14.3% | 0.40% | −0.09 |
| PKG Packaging Corp. of America | Reduce -32.1% | 0.26% | −0.09 |
| NEE Nextera Energy Inc. | Reduce -20.4% | 0.61% | −0.09 |
| CNQ Canadian Natural Resources | Reduce -3.9% | 0.39% | −0.08 |
| MTD Mettler-Toledo International | Reduce -8.4% | 0.77% | −0.08 |
| WSO Watsco Inc. | Reduce -42.4% | 0.10% | −0.08 |
| BKNG Booking Holdings Inc. | Reduce -17.7% | 0.31% | −0.07 |
| PGR Progressive Corp. | Reduce -24.5% | 0.41% | −0.07 |
| HPQ HP Inc. | Reduce -17.6% | 0.26% | −0.07 |
| AXP American Express Co. | Reduce -24.9% | 0.31% | −0.07 |
| APTV Aptiv Irish Holdings Ltd. | Reduce -8.4% | 0.44% | −0.07 |
| NTR Nutrien Ltd. | Reduce -0.8% | 0.44% | −0.07 |
| TRP TC Energy Corp. | Reduce -23.0% | 0.55% | −0.07 |
| CSX CSX Corp. | Reduce -17.9% | 0.24% | −0.07 |
| STE Steris PLC | Reduce -11.7% | 0.58% | −0.07 |
| EIX Edison International | Reduce -27.6% | 0.28% | −0.07 |
| TT Trane Technologies PLC | Reduce -16.0% | 0.69% | −0.07 |
| JPM JPMorgan Chase & Co. | Reduce -10.3% | 0.40% | −0.07 |
| IBN Icici Bank Ltd.-Spon ADR | Reduce -11.5% | 0.34% | −0.06 |
| CPRT Copart Inc. | Reduce -87.5% | 0.01% | −0.06 |
| V Visa Inc. Class A | Reduce -3.2% | 0.81% | −0.06 |
| LRCX Lam Research Corp. | Reduce -7.9% | 0.11% | −0.06 |
| PDD PDD Holdings Inc. | Reduce -46.2% | 0.06% | −0.06 |
Portfolio Buys Q2 2024 → Q3 2024
| UNP Union Pacific Corp. | Add +267.4% | 0.81% | +0.59 |
| RNR Renaissancere Holdings Ltd. | New | 0.45% | +0.45 |
| FISV Fiserv Inc. | Add +65.1% | 0.99% | +0.45 |
| RBA RB Global Inc. | New | 0.40% | +0.40 |
| CCK Crown Holdings Inc. | New | 0.38% | +0.38 |
| QCOM Qualcomm Inc. | Add +304.7% | 0.42% | +0.29 |
| SNPS Synopsys Inc. | Add +88.8% | 0.77% | +0.25 |
| CGNX Cognex Corp. | Add +91.5% | 0.69% | +0.24 |
| ADP Automatic Data Processing | Add +43.4% | 0.65% | +0.22 |
| NTAP Netapp Inc. | New | 0.22% | +0.22 |
| AZO AutoZone Inc. | Add +24.4% | 1.11% | +0.20 |
| RSP Invesco S&P 500 Equal Weight | New | 0.20% | +0.20 |
| AAPL Apple Inc. | Add +8.8% | 1.94% | +0.19 |
| MTB M & T Bank Corp. | Add +264.0% | 0.25% | +0.19 |
| AEP American Electric Power | Add +31.9% | 0.61% | +0.18 |
| ORCL Oracle Corp. | Add +9.9% | 0.86% | +0.16 |
| STN Stantec Inc. | Add +79.1% | 0.42% | +0.16 |
| NOW ServiceNow Inc. | Add +37.0% | 0.46% | +0.14 |
| AMP Ameriprise Financial Inc. | New | 0.14% | +0.14 |
| USMV iShares MSCI USA Min Vol Fac | Add +104.3% | 0.26% | +0.14 |
| RELX Relx PLC - Spon ADR | Add +124.4% | 0.25% | +0.13 |
| AMT American Tower Corp. | Add +45.0% | 0.36% | +0.13 |
| CEG Constellation Energy | Add +138.5% | 0.20% | +0.13 |
| CRH CRH PLC | New | 0.13% | +0.13 |
| UNH Unitedhealth Group Inc. | Add +3.2% | 1.51% | +0.13 |
| GILD Gilead Sciences Inc. | Add +15.7% | 0.52% | +0.12 |
| EBAY eBay Inc. | New | 0.12% | +0.12 |
| ENB Enbridge Inc. | Add +9.4% | 0.90% | +0.12 |
| TMO Thermo Fisher Scientific Inc. | Add +46.3% | 0.34% | +0.12 |
| MRSH Marsh & McLennan Cos | Add +26.9% | 0.59% | +0.11 |
| ABBV Abbvie Inc. | Add +6.1% | 0.99% | +0.11 |
| RUN Sunrun Inc. | New | 0.11% | +0.11 |
| TIXT Telus International Cda Inc. | Add +256.5% | 0.19% | +0.10 |
| SHW The Sherwin-Williams Co. | Add +55.5% | 0.23% | +0.10 |
| PSA Public Storage | Add +18.9% | 0.37% | +0.10 |
| LLY Eli Lilly & Co. | Add +25.4% | 0.83% | +0.09 |
| NYT New York Times Co. Class A | Add +30.1% | 0.40% | +0.09 |
| TD Toronto-Dominion Bank | Add +2.4% | 1.13% | +0.09 |
| LIN Linde PLC | Add +7.3% | 1.28% | +0.09 |
| ACGL Arch Capital Group Ltd. | New | 0.08% | +0.08 |
| IQV Iqvia Holdings Inc. | New | 0.08% | +0.08 |
| MELI MercadoLibre Inc. | Add +2.1% | 0.54% | +0.08 |
| BSX Boston Scientific Corp. | Add +91.2% | 0.16% | +0.08 |
| ISRG Intuitive Surgical Inc. | Add +50.6% | 0.20% | +0.07 |
| ORA Ormat Technologies Inc. | New | 0.07% | +0.07 |
| BIP Brookfield Infrastructure Pa | New | 0.07% | +0.07 |
| DUOL Duolingo | New | 0.07% | +0.07 |
| VOYA Voya Financial Inc. | New | 0.06% | +0.06 |
| DSGX The Descartes Systems Grp | New | 0.06% | +0.06 |
| BEP Brookfield Renewable Partner | New | 0.06% | +0.06 |
Options Activity Q2 2024 → Q3 2024
| INVESCO QQQ TR | call | New | 48 | $87K |
| INVESCO QQQ TR | put | Reduce -5.0% | 190 | $71K |
| NVIDIA CORPORATION | call | Add +196.4% | 83 | $62K |
| APPLE INC | call | Sold out | 47 | $40Kbefore exit |
| ATLASSIAN CORPORATION | call | New | 59 | $39K |
| BUILDERS FIRSTSOURCE INC | call | Reduce -12.0% | 22 | $25K |
| SUNRUN INC | put | New | 155 | $24K |
| CELESTICA INC | call | New | 46 | $23K |
| TESLA INC | put | Reduce -56.8% | 32 | $20K |
| ICON PLC | call | New | 24 | $11K |
| MICROSOFT CORP | put | Sold out | 31 | $11Kbefore exit |
| DUOLINGO INC | put | New | 15 | $10K |
| DEXCOM INC | call | New | 35 | $10K |
| VARONIS SYS INC | put | New | 94 | $8K |
| DOORDASH INC | call | Sold out | 46 | $8Kbefore exit |
| SCHWAB CHARLES CORP | call | New | 94 | $6K |
| KELLANOVA | call | Sold out | 188 | $4Kbefore exit |
| STARBUCKS CORP | put | New | 75 | $2K |
Calls and puts are listed by the shares they cover; their value is not part of the stock holdings above.
Notes & Other Activity Q2 2024 → Q3 2024
| INSULET CORPORATION (PODD 0.375 09/01/26) | NOTE 0.375% 9/0 · principal | New | 230,000 | $276K |
| NUVASIVE INC (GMED 0.375 03/15/25) | NOTE 0.375% 3/1 · principal | Reduce -50.0% | 260,000 | $253K |
| GROY.WS Gold Royalty Corp. -29 | *W EXP 05/31/202 | New | 19,400 | $5K |
Bonds, preferreds, convertibles and warrants; not part of the stock holdings or percentages above.
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 507 | $4.3B | DMXF, NVDA, AVSD, MSFT, AAPL |
| Q1 2026 | 508 | $4.3B | NVDA, MSFT, AVSD, NULG, AAPL |
| Q4 2025Amended | 484 | $4.4B | MSFT, AVSD, NVDA, NULG, AAPL |
| Q3 2025 | 481 | $4.2B | MSFT, NVDA, AAPL, RY, AMZN |
| Q2 2025 | 468 | $4.0B | MSFT, NVDA, AAPL, RY, AVGO |
| Q1 2025 | 464 | $3.7B | MSFT, AAPL, NVDA, RY, AMZN |
| Q4 2024 | 459 | $3.7B | MSFT, NVDA, AAPL, AVGO, AMZN |
| Q3 2024Amended | 482 | $3.8B | MSFT, NVDA, AAPL, AVGO, UNH |
| Q2 2024 | 468 | $3.5B | MSFT, NVDA, AAPL, GOOG, AVGO |
| Q1 2024 | 467 | $3.5B | MSFT, WM, RSG, RY, GOOG |