Cardinal Point Capital Management, ULC
Latest statistics and disclosures from Cardinal Point Capital Management ULC's latest quarterly 13F-HR filing:
- Top 5 stock holdings are VTI, AAPL, USFR, VGIT, DFAX, and represent 30.55% of Cardinal Point Capital Management ULC's stock portfolio.
- Added to shares of these 10 stocks: MINO (+$24M), SUNC (+$10M), VGIT (+$5.8M), SCHW (+$5.2M), VTI, TFLO, BGSI, VEU, PYLD, DFAX.
- Started 23 new stock positions in XLE, MPC, DELL, TCBI, TGT, GIL, BAX, SCHW, RTX, CVNA. PSX, VTV, RSG, QXO, BSV, CRWD, EPD, COF, TECK, SUNC, BGSI, VNQ, VO.
- Reduced shares in these 10 stocks: EMA (-$10M), WTW (-$8.8M), MTD, AMRZ, GOOG, CMCSA, AAPL, VOD, MDT, INTC.
- Sold out of its positions in APD, BABA, HACK, BP, CPB, DEO, QTUM, EMA, ERIC, FLO.
- Cardinal Point Capital Management ULC was a net buyer of stock by $51M.
- Cardinal Point Capital Management ULC has $1.5B in assets under management (AUM), dropping by 7.06%.
- Central Index Key (CIK): 0001950841
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Portfolio Holdings for Cardinal Point Capital Management ULC
Cardinal Point Capital Management ULC holds 260 positions in its portfolio as reported in the December 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Vanguard Index Fds Total Stk Mkt (VTI) | 12.8 | $195M | +2% | 582k | 335.27 |
|
| Apple (AAPL) | 4.9 | $75M | 274k | 271.86 |
|
|
| Wisdomtree Tr Floatng Rat Trea (USFR) | 4.7 | $72M | 1.4M | 50.32 |
|
|
| Vanguard Scottsdale Fds Inter Term Treas (VGIT) | 4.3 | $65M | +9% | 1.1M | 59.93 |
|
| Dimensional Etf Trust World Ex Us Core (DFAX) | 3.9 | $60M | +2% | 1.8M | 32.73 |
|
| Vanguard Intl Equity Index F Allwrld Ex Us (VEU) | 3.9 | $60M | +4% | 815k | 73.56 |
|
| Ishares Tr U S Equity Factr (LRGF) | 3.4 | $52M | +2% | 741k | 69.43 |
|
| Dimensional Etf Trust Us Core Equity 2 (DFAC) | 2.5 | $38M | +3% | 970k | 39.59 |
|
| Ishares Tr National Mun Etf (MUB) | 2.5 | $38M | 356k | 107.11 |
|
|
| Rbc Cad (RY) | 2.2 | $34M | 198k | 170.72 |
|
|
| Litman Gregory Fds Tr Imgp Dbi Managed (DBMF) | 2.1 | $33M | +3% | 1.2M | 28.06 |
|
| Alphabet Cap Stk Cl C (GOOG) | 2.1 | $32M | -4% | 103k | 313.80 |
|
| Pimco Etf Tr Multisector Bd (PYLD) | 1.9 | $29M | +7% | 1.1M | 26.81 |
|
| Toronto Dominion Bk Ont Com New (TD) | 1.8 | $28M | 297k | 94.38 |
|
|
| Pimco Etf Tr Muni Income Opp (MINO) | 1.7 | $25M | +1302% | 556k | 45.47 |
|
| Ishares Gold Tr Ishares New (IAU) | 1.6 | $24M | 298k | 81.17 |
|
|
| Bank Of Montreal Cadcom (BMO) | 1.5 | $23M | 179k | 130.05 |
|
|
| Ishares Tr TRS FLT RT BD (TFLO) | 1.3 | $20M | +20% | 389k | 50.46 |
|
| JPMorgan Chase & Co. (JPM) | 1.3 | $19M | 60k | 322.22 |
|
|
| Wal-Mart Stores (WMT) | 1.2 | $19M | +3% | 171k | 111.42 |
|
| Cisco Systems (CSCO) | 1.2 | $19M | 244k | 77.03 |
|
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| Suncor Energy (SU) | 1.1 | $18M | +2% | 395k | 44.45 |
|
| Manulife Finl Corp (MFC) | 1.1 | $17M | +2% | 465k | 36.36 |
|
| Bk Nova Cad (BNS) | 1.1 | $16M | 220k | 73.86 |
|
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| Johnson & Johnson (JNJ) | 1.0 | $16M | 76k | 206.95 |
|
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| Enbridge (ENB) | 1.0 | $16M | 328k | 47.92 |
|
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| Newmont Mining Corporation (NEM) | 0.9 | $14M | 141k | 99.85 |
|
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| Tc Energy Corp (TRP) | 0.9 | $14M | 254k | 55.14 |
|
|
| Microsoft Corporation (MSFT) | 0.9 | $14M | +8% | 29k | 483.62 |
|
| Oracle Corporation (ORCL) | 0.9 | $14M | +4% | 70k | 194.91 |
|
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.9 | $13M | 26k | 502.65 |
|
|
| Canadian Natl Ry (CNI) | 0.9 | $13M | +6% | 133k | 99.04 |
|
| Vaneck Etf Trust Gold Miners Etf (GDX) | 0.9 | $13M | 153k | 85.77 |
|
|
| Rogers Communications CL B (RCI) | 0.8 | $12M | 328k | 37.80 |
|
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| Philip Morris International (PM) | 0.8 | $12M | +11% | 76k | 160.44 |
|
| Agnico (AEM) | 0.8 | $12M | 69k | 169.82 |
|
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| International Business Machines (IBM) | 0.7 | $11M | 37k | 296.21 |
|
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| Alphabet Cap Stk Cl A (GOOGL) | 0.7 | $11M | +2% | 34k | 313.00 |
|
| Cgi Cl A Sub Vtg (GIB) | 0.7 | $10M | +4% | 112k | 92.50 |
|
| Pepsi (PEP) | 0.7 | $10M | +2% | 71k | 143.52 |
|
| Sunococorp Com Shs Llc (SUNC) | 0.7 | $10M | NEW | 204k | 49.28 |
|
| CVS Caremark Corporation (CVS) | 0.6 | $9.7M | 123k | 79.36 |
|
|
| First Tr Exch Traded Fd Iii Lng/sht Equity (FTLS) | 0.6 | $9.6M | +6% | 136k | 70.99 |
|
| Brookfield Business Partners Unit Ltd L P (BBU) | 0.5 | $8.4M | 236k | 35.44 |
|
|
| Open Text Corp (OTEX) | 0.5 | $8.4M | 257k | 32.61 |
|
|
| FedEx Corporation (FDX) | 0.5 | $8.3M | +4% | 29k | 288.86 |
|
| Dimensional Etf Trust Us Sustainabilty (DFSU) | 0.5 | $8.3M | 190k | 43.43 |
|
|
| Pfizer (PFE) | 0.5 | $8.1M | +2% | 324k | 24.90 |
|
| Visa Com Cl A (V) | 0.5 | $7.9M | 23k | 350.70 |
|
|
| Tesla Motors (TSLA) | 0.5 | $7.8M | 17k | 449.72 |
|
|
| Canadian Natural Resources (CNQ) | 0.5 | $7.7M | +4% | 228k | 33.92 |
|
| Amazon (AMZN) | 0.5 | $7.5M | +12% | 33k | 230.82 |
|
| NVIDIA Corporation (NVDA) | 0.5 | $7.1M | +3% | 38k | 186.50 |
|
| Costco Wholesale Corporation (COST) | 0.4 | $6.8M | 7.9k | 862.39 |
|
|
| Kenvue (KVUE) | 0.3 | $5.2M | -10% | 304k | 17.25 |
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| Charles Schwab Corporation (SCHW) | 0.3 | $5.2M | NEW | 52k | 99.91 |
|
| Comcast Corp Cl A (CMCSA) | 0.3 | $5.2M | -18% | 173k | 29.89 |
|
| Vanguard World Inf Tech Etf (VGT) | 0.3 | $4.7M | 6.2k | 753.78 |
|
|
| Walt Disney Company (DIS) | 0.3 | $4.6M | 41k | 113.77 |
|
|
| Brookfield Business Corp Cl A Exc Sub Vtg (BBUC) | 0.3 | $4.3M | +4% | 119k | 35.79 |
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| Cenovus Energy (CVE) | 0.3 | $4.1M | 244k | 16.94 |
|
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| Comfort Systems USA (FIX) | 0.3 | $4.1M | 4.4k | 933.29 |
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| Viatris (VTRS) | 0.3 | $4.1M | 328k | 12.45 |
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| McDonald's Corporation (MCD) | 0.3 | $3.8M | +6% | 13k | 305.63 |
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| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.2 | $3.6M | 5.2k | 683.05 |
|
|
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.2 | $3.3M | -13% | 5.4k | 614.31 |
|
| Dimensional Etf Trust International (DFSI) | 0.2 | $3.2M | +3% | 75k | 42.84 |
|
| Boyd Group Services (BGSI) | 0.2 | $3.0M | NEW | 19k | 159.51 |
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| Cibc Cad (CM) | 0.2 | $2.7M | 29k | 90.79 |
|
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| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.2 | $2.7M | +3% | 4.2k | 627.13 |
|
| Brookfield Corp Cl A Ltd Vt Sh (BN) | 0.2 | $2.4M | +48% | 52k | 45.98 |
|
| Alamos Gold Com Cl A (AGI) | 0.2 | $2.3M | 60k | 38.67 |
|
|
| Telus Ord (TU) | 0.2 | $2.3M | +6% | 174k | 13.20 |
|
| Corning Incorporated (GLW) | 0.2 | $2.3M | -2% | 26k | 87.56 |
|
| Equinox Gold Corp equities (EQX) | 0.1 | $2.2M | -3% | 159k | 14.07 |
|
| Nike CL B (NKE) | 0.1 | $2.2M | +4% | 35k | 63.71 |
|
| Ishares Tr Esg Aware 60/40 (EAOR) | 0.1 | $2.2M | 62k | 35.34 |
|
|
| Bank of America Corporation (BAC) | 0.1 | $2.1M | 39k | 55.00 |
|
|
| Transalta Corp (TAC) | 0.1 | $2.1M | +2% | 168k | 12.67 |
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| Meta Platforms Cl A (META) | 0.1 | $2.1M | -11% | 3.2k | 660.09 |
|
| Sun Life Financial (SLF) | 0.1 | $2.1M | +3% | 33k | 62.51 |
|
| Ishares Tr Esg Awre 1 5 Yr (SUSB) | 0.1 | $2.0M | +2% | 80k | 25.24 |
|
| Ishares Tr Us Aer Def Etf (ITA) | 0.1 | $2.0M | 9.2k | 214.69 |
|
|
| Lauder Estee Cos Cl A (EL) | 0.1 | $1.9M | +9% | 19k | 104.72 |
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| Citigroup Com New (C) | 0.1 | $1.9M | -6% | 16k | 116.69 |
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| Yeti Hldgs (YETI) | 0.1 | $1.8M | 42k | 44.17 |
|
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| New Gold Inc Cda (NGD) | 0.1 | $1.8M | 206k | 8.73 |
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| Netflix (NFLX) | 0.1 | $1.8M | +930% | 19k | 93.76 |
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| Cadence Design Systems (CDNS) | 0.1 | $1.7M | -2% | 5.6k | 312.58 |
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| Select Sector Spdr Tr State Street Tec (XLK) | 0.1 | $1.7M | +108% | 12k | 143.96 |
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| Ishares Tr Low Carbon Optim (CRBN) | 0.1 | $1.6M | 7.0k | 230.54 |
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| UnitedHealth (UNH) | 0.1 | $1.6M | +20% | 4.8k | 330.11 |
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| Abbvie (ABBV) | 0.1 | $1.6M | +4% | 6.9k | 228.49 |
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| Verizon Communications (VZ) | 0.1 | $1.5M | 38k | 40.73 |
|
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| Berkshire Hathaway Inc Del Cl A (BRK.A) | 0.1 | $1.5M | 2.00 | 754800.00 |
|
|
| Paypal Holdings (PYPL) | 0.1 | $1.5M | +41% | 26k | 58.38 |
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| Ishares Tr Core S&p500 Etf (IVV) | 0.1 | $1.5M | +2% | 2.1k | 684.91 |
|
| Home Depot (HD) | 0.1 | $1.4M | +46% | 4.2k | 344.09 |
|
| Bce Com New (BCE) | 0.1 | $1.4M | 60k | 23.89 |
|
|
| Colgate-Palmolive Company (CL) | 0.1 | $1.4M | 18k | 79.02 |
|
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| Exxon Mobil Corporation (XOM) | 0.1 | $1.4M | +56% | 12k | 120.34 |
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| Ishares Tr Esg Aware 80/20 (EAOA) | 0.1 | $1.4M | 34k | 41.38 |
|
|
| Ge Vernova (GEV) | 0.1 | $1.3M | +29% | 2.0k | 653.45 |
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| Pan American Silver Corp Can (PAAS) | 0.1 | $1.3M | -9% | 24k | 51.92 |
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| Gilead Sciences (GILD) | 0.1 | $1.3M | -4% | 10k | 122.74 |
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| Spdr Gold Tr Gold Shs (GLD) | 0.1 | $1.3M | +18% | 3.2k | 396.31 |
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| Lowe's Companies (LOW) | 0.1 | $1.2M | -9% | 5.2k | 241.16 |
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| Cummins (CMI) | 0.1 | $1.2M | +141% | 2.4k | 510.45 |
|
| Brookfield Infrast Partners Lp Int Unit (BIP) | 0.1 | $1.2M | 35k | 34.81 |
|
|
| Synopsys (SNPS) | 0.1 | $1.2M | -28% | 2.5k | 469.72 |
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| Ishares Tr Esg Awr Us Agrgt (EAGG) | 0.1 | $1.1M | -4% | 24k | 47.85 |
|
| Magnite Ord (MGNI) | 0.1 | $1.1M | +84% | 69k | 16.23 |
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| Mastercard Incorporated Cl A (MA) | 0.1 | $1.1M | 1.9k | 570.80 |
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| Goldman Sachs (GS) | 0.1 | $1.1M | 1.2k | 879.00 |
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| Ishares Msci Cda Etf (EWC) | 0.1 | $1.0M | +34% | 19k | 53.93 |
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| Uber Technologies (UBER) | 0.1 | $969k | +2% | 12k | 81.71 |
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| Procter & Gamble Company (PG) | 0.1 | $946k | +5% | 6.6k | 143.31 |
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| Pembina Pipeline Corp (PBA) | 0.1 | $911k | -2% | 24k | 38.15 |
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| Innovator Etfs Trust Us Eqty Pwr Buf (PJUL) | 0.1 | $904k | 20k | 46.43 |
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| TJX Companies (TJX) | 0.1 | $886k | 5.8k | 153.61 |
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| Barrick Mng Corp Com Shs (B) | 0.1 | $859k | -9% | 20k | 43.62 |
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| Marathon Petroleum Corp (MPC) | 0.1 | $847k | NEW | 5.2k | 162.63 |
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| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.1 | $839k | 1.8k | 473.30 |
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| Dimensional Etf Trust Emerging Markets (DFSE) | 0.1 | $837k | 20k | 41.48 |
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| Ishares Tr Gl Clean Ene Etf (ICLN) | 0.1 | $823k | 50k | 16.43 |
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| Innovator Etfs Trust Intrnl Dev Aprl (IAPR) | 0.1 | $819k | 27k | 30.84 |
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| Aris Mng Corp (ARMN) | 0.0 | $744k | -11% | 46k | 16.24 |
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| Bristol Myers Squibb (BMY) | 0.0 | $742k | -16% | 14k | 53.94 |
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| Ishares Tr Core Div Grwth (DGRO) | 0.0 | $740k | 11k | 69.42 |
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| Canadian Pacific Kansas City (CP) | 0.0 | $724k | +87% | 9.8k | 73.73 |
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| Cae (CAE) | 0.0 | $706k | 23k | 30.45 |
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| Eli Lilly & Co. (LLY) | 0.0 | $705k | 656.00 | 1074.68 |
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| Brookfield Renewable Partner Partnership Unit (BEP) | 0.0 | $692k | -4% | 26k | 27.06 |
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| Merck & Co (MRK) | 0.0 | $673k | -2% | 6.4k | 105.26 |
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| Vanguard Index Fds Real Estate Etf (VNQ) | 0.0 | $655k | NEW | 7.4k | 88.49 |
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| Ishares Tr Usd Grn Bond Etf (BGRN) | 0.0 | $644k | +2% | 13k | 47.94 |
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| Iron Mountain (IRM) | 0.0 | $638k | -7% | 7.6k | 83.81 |
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| Dimensional Etf Trust Us Core Eqt Mkt (DFAU) | 0.0 | $630k | 14k | 46.80 |
|
|
| Wheaton Precious Metals Corp (WPM) | 0.0 | $614k | +2% | 5.2k | 117.73 |
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| Republic Services (RSG) | 0.0 | $613k | NEW | 2.9k | 211.93 |
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| Southwest Airlines (LUV) | 0.0 | $590k | 14k | 41.51 |
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| Five9 (FIVN) | 0.0 | $585k | -25% | 29k | 20.05 |
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| American Centy Etf Tr Us Sml Cp Valu (AVUV) | 0.0 | $585k | 5.7k | 101.98 |
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| Ishares Tr Russell 2000 Etf (IWM) | 0.0 | $583k | -25% | 2.4k | 246.16 |
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| Ge Aerospace Com New (GE) | 0.0 | $560k | +15% | 1.8k | 308.35 |
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| Waste Management (WM) | 0.0 | $554k | +2% | 2.5k | 219.71 |
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| Nutrien (NTR) | 0.0 | $553k | 9.0k | 61.81 |
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| Tfii Cn (TFII) | 0.0 | $553k | +7% | 5.3k | 103.51 |
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| Fortis (FTS) | 0.0 | $552k | -4% | 11k | 52.06 |
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| Vaneck Etf Trust Rare Earth And S (REMX) | 0.0 | $544k | +36% | 7.4k | 73.76 |
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| Micron Technology (MU) | 0.0 | $541k | +46% | 1.9k | 285.49 |
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| Chevron Corporation (CVX) | 0.0 | $541k | 3.6k | 152.41 |
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| B2gold Corp (BTG) | 0.0 | $539k | -5% | 120k | 4.51 |
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| Innovator Etfs Trust Us Eqty Pwr Buf (PJUN) | 0.0 | $535k | 13k | 41.88 |
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| Iamgold Corp (IAG) | 0.0 | $521k | -19% | 32k | 16.53 |
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| South Bow Corp (SOBO) | 0.0 | $521k | -2% | 19k | 27.54 |
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| Abbott Laboratories (ABT) | 0.0 | $511k | +9% | 4.1k | 125.29 |
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| McKesson Corporation (MCK) | 0.0 | $506k | -4% | 616.00 | 821.64 |
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| Etfs Gold Tr Physcl Gold Shs (SGOL) | 0.0 | $482k | 12k | 41.08 |
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| Textron (TXT) | 0.0 | $478k | -26% | 5.5k | 87.19 |
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| Select Sector Spdr Tr State Street Ene (XLE) | 0.0 | $470k | NEW | 11k | 44.71 |
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| Ea Series Trust Alpha Arch 1-3 (BOXX) | 0.0 | $466k | 4.0k | 115.10 |
|
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| Invesco Db Commdy Indx Trck Unit (DBC) | 0.0 | $457k | 21k | 22.36 |
|
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| Fiserv (FI) | 0.0 | $457k | -27% | 6.8k | 67.17 |
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| Wisdomtree Tr Itl Hdg Qtly Div (IHDG) | 0.0 | $449k | 9.2k | 48.66 |
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| Morgan Stanley Com New (MS) | 0.0 | $448k | 2.5k | 177.51 |
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| Starbucks Corporation (SBUX) | 0.0 | $441k | -7% | 5.2k | 84.21 |
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| Wells Fargo & Company (WFC) | 0.0 | $436k | 4.7k | 93.20 |
|
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| Solaris Res Com New (SLSR) | 0.0 | $429k | 54k | 8.03 |
|
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| Brookfield Asset Managmt Cl A Lmt Vtg Shs (BAM) | 0.0 | $428k | -6% | 8.2k | 52.46 |
|
| Boeing Company (BA) | 0.0 | $428k | +3% | 2.0k | 217.11 |
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| Vaneck Etf Trust Junior Gold Mine (GDXJ) | 0.0 | $404k | 3.6k | 113.78 |
|
|
| Pubmatic Com Cl A (PUBM) | 0.0 | $399k | +13% | 45k | 8.87 |
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| Ishares Tr Core Msci Eafe (IEFA) | 0.0 | $397k | 4.4k | 89.45 |
|
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| Kinross Gold Corp (KGC) | 0.0 | $396k | -22% | 14k | 28.21 |
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| Asa Gold And Precious Mtls L SHS (ASA) | 0.0 | $392k | -18% | 6.6k | 59.67 |
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| Schwab Strategic Tr Us Lrg Cap Etf (SCHX) | 0.0 | $390k | +43% | 15k | 26.91 |
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| Vanguard Index Fds Value Etf (VTV) | 0.0 | $385k | NEW | 2.0k | 190.99 |
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| Teck Resources CL B (TECK) | 0.0 | $379k | NEW | 7.9k | 47.94 |
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| Gildan Activewear Inc Com Cad (GIL) | 0.0 | $376k | NEW | 6.0k | 62.59 |
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| First Majestic Silver Corp (AG) | 0.0 | $374k | 22k | 16.71 |
|
|
| salesforce (CRM) | 0.0 | $371k | -2% | 1.4k | 264.91 |
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| Ishares Tr Core 60/40 Balan (AOR) | 0.0 | $369k | +2% | 5.7k | 65.01 |
|
| Ishares Tr Rus 1000 Etf (IWB) | 0.0 | $366k | 979.00 | 373.44 |
|
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| Franco-Nevada Corporation (FNV) | 0.0 | $365k | 1.8k | 207.58 |
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| Ishares Tr Msci Usa Qlt Fct (QUAL) | 0.0 | $364k | 1.8k | 198.67 |
|
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| Perpetua Resources (PPTA) | 0.0 | $364k | 15k | 24.24 |
|
|
| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.0 | $361k | +5% | 5.8k | 62.47 |
|
| Vanguard World Esg Us Stk Etf (ESGV) | 0.0 | $358k | +36% | 3.0k | 120.96 |
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| Servicenow (NOW) | 0.0 | $358k | +424% | 2.3k | 153.19 |
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| Dimensional Etf Trust Intl Core Eqt Mk (DFAI) | 0.0 | $357k | 9.4k | 38.11 |
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| Skeena Resources Com Npvpost Rev Split Isin Ca83056p7157 Sedo (SKE) | 0.0 | $357k | 15k | 23.79 |
|
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| Stanley Black & Decker (SWK) | 0.0 | $357k | +2% | 4.8k | 74.28 |
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| Allied Gold Corp Com New (AAUC) | 0.0 | $355k | -10% | 16k | 22.95 |
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| Ecolab (ECL) | 0.0 | $345k | +12% | 1.3k | 263.25 |
|
| Motorola Solutions Com New (MSI) | 0.0 | $345k | 898.00 | 384.53 |
|
|
| Vanguard Bd Index Fds Short Trm Bond (BSV) | 0.0 | $330k | NEW | 4.2k | 78.81 |
|
| Ishares Bitcoin Trust Etf Shs Ben Int (IBIT) | 0.0 | $328k | -12% | 6.6k | 49.65 |
|
| Vanguard Whitehall Fds High Div Yld (VYM) | 0.0 | $325k | 2.3k | 143.55 |
|
|
| Powerfleet (AIOT) | 0.0 | $322k | 61k | 5.32 |
|
|
| Ishares Tr Core 80/20 Aggre (AOA) | 0.0 | $322k | +4% | 3.6k | 89.56 |
|
| First Solar (FSLR) | 0.0 | $315k | 1.2k | 261.23 |
|
|
| Archer Daniels Midland Company (ADM) | 0.0 | $315k | 5.5k | 57.49 |
|
|
| Ishares Tr Rus 1000 Val Etf (IWD) | 0.0 | $307k | 1.5k | 210.34 |
|
|
| Pimco Etf Tr Active Bd Etf (BOND) | 0.0 | $303k | -13% | 3.2k | 93.46 |
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| Carrier Global Corporation (CARR) | 0.0 | $293k | -24% | 5.5k | 52.84 |
|
| Brown Forman Corp CL B (BF.B) | 0.0 | $292k | +12% | 11k | 26.06 |
|
| Delta Air Lines Inc Del Com New (DAL) | 0.0 | $292k | 4.2k | 69.40 |
|
|
| United Parcel Service CL B (UPS) | 0.0 | $290k | +15% | 2.9k | 99.19 |
|
| Innovator Etfs Trust Us Eqty Pwr Buf (PNOV) | 0.0 | $283k | 6.8k | 41.78 |
|
|
| Fortuna Mng Corp Com New (FSM) | 0.0 | $282k | -21% | 29k | 9.81 |
|
| Vanguard Index Fds Mid Cap Etf (VO) | 0.0 | $277k | NEW | 956.00 | 290.14 |
|
| Fidelity Merrimack Str Tr Total Bd Etf (FBND) | 0.0 | $275k | 5.9k | 46.31 |
|
|
| Ishares Tr Global Tech Etf (IXN) | 0.0 | $273k | 2.6k | 104.84 |
|
|
| Innovator Etfs Trust Us Eqty Pwr Bf (PAUG) | 0.0 | $272k | 6.3k | 43.25 |
|
|
| Brookfield Renewable Corp Cl A Ex Sub Vtg (BEPC) | 0.0 | $272k | 7.1k | 38.41 |
|
|
| Spdr Series Trust State Street Spd (XOP) | 0.0 | $272k | 2.2k | 126.26 |
|
|
| Ishares Tr Msci Emg Mkt Etf (EEM) | 0.0 | $271k | 5.0k | 54.71 |
|
|
| At&t (T) | 0.0 | $265k | -4% | 11k | 24.84 |
|
| Ishares Tr Core S&p Mcp Etf (IJH) | 0.0 | $265k | 4.0k | 66.00 |
|
|
| Qxo Com New (QXO) | 0.0 | $264k | NEW | 14k | 19.29 |
|
| Ishares Msci Eurzone Etf (EZU) | 0.0 | $264k | 4.1k | 64.10 |
|
|
| Innovator Etfs Trust Us Sml Cp Pwr Et (KAPR) | 0.0 | $259k | 7.4k | 35.13 |
|
|
| Etsy (ETSY) | 0.0 | $258k | -2% | 4.7k | 55.44 |
|
| Dollar General (DG) | 0.0 | $255k | -9% | 1.9k | 132.77 |
|
| Carvana Cl A (CVNA) | 0.0 | $253k | NEW | 600.00 | 422.02 |
|
| Ishares Tr Us Industrials (IYJ) | 0.0 | $252k | -5% | 1.7k | 148.17 |
|
| Innovator Etfs Trust Us Eqty Pwr Buf (PSEP) | 0.0 | $249k | 5.7k | 43.72 |
|
|
| Restaurant Brands Intl Inc Com equity / large cap (QSR) | 0.0 | $246k | -7% | 3.6k | 68.33 |
|
| Spdr Index Shs Fds Portfolio Devlpd (SPDW) | 0.0 | $246k | 5.5k | 44.41 |
|
|
| Spdr Dow Jones Indl Average Ut Ser 1 (DIA) | 0.0 | $245k | 510.00 | 480.57 |
|
|
| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 0.0 | $241k | +9% | 4.5k | 53.76 |
|
| Hormel Foods Corporation (HRL) | 0.0 | $239k | +14% | 10k | 23.70 |
|
| Phillips 66 (PSX) | 0.0 | $239k | NEW | 1.9k | 129.04 |
|
| Ishares Tr Core S&p Scp Etf (IJR) | 0.0 | $237k | 2.0k | 120.21 |
|
|
| Pinterest Cl A (PINS) | 0.0 | $234k | -31% | 9.1k | 25.89 |
|
| HEICO Corporation (HEI) | 0.0 | $233k | 720.00 | 323.59 |
|
|
| Ishares Tr Msci Eafe Etf (EFA) | 0.0 | $229k | -7% | 2.4k | 96.03 |
|
| Capital One Financial (COF) | 0.0 | $228k | NEW | 940.00 | 242.36 |
|
| Osisko Development Corp Com New (ODV) | 0.0 | $227k | -2% | 67k | 3.39 |
|
| Enterprise Products Partners (EPD) | 0.0 | $224k | NEW | 7.0k | 32.06 |
|
| Schwab Strategic Tr Us Brd Mkt Etf (SCHB) | 0.0 | $223k | 8.5k | 26.23 |
|
|
| Eaton Corp SHS (ETN) | 0.0 | $221k | +21% | 695.00 | 318.51 |
|
| Innovator Etfs Trust Intrnl Dev Jan (IJAN) | 0.0 | $221k | 6.1k | 36.16 |
|
|
| Ishares Tr Core 40/60 Moder (AOM) | 0.0 | $219k | 4.6k | 47.73 |
|
|
| Vanguard Malvern Fds Strm Infproidx (VTIP) | 0.0 | $219k | 4.4k | 49.46 |
|
|
| Dimensional Etf Trust Intl Small Cap V (DISV) | 0.0 | $216k | 5.7k | 38.00 |
|
|
| Dell Technologies CL C (DELL) | 0.0 | $214k | NEW | 1.7k | 125.88 |
|
| Dex (DXCM) | 0.0 | $212k | 3.2k | 66.37 |
|
|
| Ishares Tr U.s. Bas Mtl Etf (IYM) | 0.0 | $210k | 1.4k | 153.55 |
|
|
| Crowdstrike Hldgs Cl A (CRWD) | 0.0 | $209k | NEW | 445.00 | 468.76 |
|
| Texas Capital Bancshares (TCBI) | 0.0 | $208k | NEW | 2.3k | 90.54 |
|
| Target Corporation (TGT) | 0.0 | $205k | NEW | 2.1k | 97.75 |
|
| Kraft Heinz (KHC) | 0.0 | $202k | -7% | 8.3k | 24.25 |
|
| Raytheon Technologies Corp (RTX) | 0.0 | $202k | NEW | 1.1k | 183.40 |
|
| Baxter International (BAX) | 0.0 | $196k | NEW | 10k | 19.11 |
|
| Park Hotels & Resorts Inc-wi (PK) | 0.0 | $180k | -26% | 17k | 10.46 |
|
| Marqeta Class A Com (MQ) | 0.0 | $152k | 32k | 4.75 |
|
|
| Viemed Healthcare (VMD) | 0.0 | $93k | 13k | 7.43 |
|
|
| Hudson Technologies (HDSN) | 0.0 | $88k | 13k | 6.85 |
|
Past Filings by Cardinal Point Capital Management ULC
SEC 13F filings are viewable for Cardinal Point Capital Management ULC going back to 2023
- Cardinal Point Capital Management ULC 2025 Q4 filed Feb. 5, 2026
- Cardinal Point Capital Management ULC 2025 Q3 filed Nov. 6, 2025
- Cardinal Point Capital Management ULC 2025 Q2 filed July 31, 2025
- Cardinal Point Capital Management ULC 2025 Q1 filed May 8, 2025
- Cardinal Point Capital Management ULC 2024 Q4 filed Jan. 14, 2025
- Cardinal Point Capital Management ULC 2024 Q3 filed Oct. 8, 2024
- Cardinal Point Capital Management ULC 2024 Q2 filed July 12, 2024
- Cardinal Point Capital Management ULC 2024 Q1 filed April 24, 2024
- Cardinal Point Capital Management, ULC 2023 Q4 filed Jan. 12, 2024
- Cardinal Point Capital Management, ULC 2023 Q3 filed Oct. 19, 2023
- Cardinal Point Capital Management, ULC 2023 Q2 filed Aug. 10, 2023
- Cardinal Point Capital Management, ULC 2022 Q4 restated filed June 21, 2023
- Cardinal Point Capital Management, ULC 2023 Q1 restated filed June 21, 2023
- Cardinal Point Capital Management, ULC 2022 Q4 filed June 14, 2023
- Cardinal Point Capital Management, ULC 2023 Q1 filed June 14, 2023