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, VEU, DFAX, and represent 29.93% of Cardinal Point Capital Management ULC's stock portfolio.
- Added to shares of these 10 stocks: IALT (+$40M), BGSI (+$5.0M), USFR, VGIT, GFL, PYLD, VTI, DFSU, SPY, Dimensional Etf Trust.
- Started 17 new stock positions in NOW, COF, CNC, IALT, BKNG, SPXT, USMV, T, FTNT, MDA. XOM, SAN, HBAN, JPST, AIQ, HPE, OGG.
- Reduced shares in these 10 stocks: VBIL (-$24M), VTEB (-$10M), VUG, VOO, EAOR, VTV, VBR, EAOA, VEU, .
- Sold out of its positions in ADM, BTI, CARR, EW, Exxon Mobil Corporation, GIL, HEI, IJAN, PSEP, EAOA.
- Cardinal Point Capital Management ULC was a net buyer of stock by $23M.
- Cardinal Point Capital Management ULC has $1.8B in assets under management (AUM), dropping by 1.98%.
- Central Index Key (CIK): 0001950841
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Portfolio Holdings for Cardinal Point Capital Management ULC
Cardinal Point Capital Management ULC holds 283 positions in its portfolio as reported in the September 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Vanguard Index Fds MRNGSTR TTL STK (VTI) | 13.0 | $234M | 625k | 374.24 |
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| Apple (AAPL) | 4.4 | $80M | 240k | 333.02 |
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| Wisdomtree Tr Floatng Rat Trea (USFR) | 4.2 | $76M | +5% | 1.5M | 50.39 |
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| Vanguard Intl Equity Index F Allwrld Ex Us (VEU) | 4.1 | $75M | -2% | 899k | 82.97 |
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| Dimensional Etf Trust World Ex Us Core (DFAX) | 4.1 | $74M | 2.0M | 37.02 |
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| Vanguard Scottsdale Fds Inter Term Treas (VGIT) | 3.9 | $70M | +4% | 1.2M | 56.66 |
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| Ishares Tr U S Equity Factr (LRGF) | 3.3 | $59M | +2% | 755k | 77.85 |
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| Dimensional Etf Trust Us Cor Equ 2 Etf | 2.6 | $48M | +3% | 1.1M | 44.45 |
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| Im Global Partner Funds Imgp Dbi Man Etf (DBMF) | 2.3 | $42M | +3% | 1.3M | 32.53 |
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| Blackrock Etf Trust Isha Syst Al Etf (IALT) | 2.2 | $40M | NEW | 1.3M | 29.86 |
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| Ishares Tr National Mun Etf (MUB) | 2.1 | $38M | 374k | 101.10 |
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| Rbc Cad (RY) | 2.1 | $37M | -2% | 189k | 197.31 |
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| Alphabet Cap Stk Cl C (GOOG) | 2.0 | $36M | 107k | 340.74 |
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| NVIDIA Corporation (NVDA) | 2.0 | $35M | 154k | 228.38 |
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| Pimco Etf Tr Multisector Bd (PYLD) | 1.9 | $35M | +7% | 1.4M | 25.39 |
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| Toronto Dominion Bk Ont Com New (TD) | 1.8 | $33M | 281k | 117.94 |
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| Bank Of Montreal Cadcom (BMO) | 1.6 | $29M | -2% | 171k | 167.73 |
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| Pimco Etf Tr Muni Income Opp (MINO) | 1.5 | $26M | +4% | 615k | 42.59 |
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| Suncor Energy (SU) | 1.4 | $25M | 367k | 68.02 |
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| Microsoft Corporation (MSFT) | 1.3 | $24M | -2% | 47k | 512.90 |
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| Ishares Gold Tr Ishares New (IAU) | 1.3 | $23M | 297k | 78.10 |
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| JPMorgan Chase & Co. (JPM) | 1.1 | $20M | 60k | 330.83 |
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| Manulife Finl Corp (MFC) | 1.1 | $20M | 460k | 42.74 |
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| Johnson & Johnson (JNJ) | 1.1 | $19M | 73k | 264.74 |
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| Bk Nova Cad (BNS) | 1.1 | $19M | -2% | 209k | 91.21 |
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| Ishares Tr TRS FLT RT BD (TFLO) | 1.0 | $18M | -5% | 354k | 50.67 |
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| Wal-Mart Stores (WMT) | 1.0 | $18M | +7% | 171k | 103.92 |
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| Cisco Systems (CSCO) | 0.9 | $17M | 157k | 107.63 |
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| Canadian Natl Ry (CNI) | 0.9 | $16M | 135k | 119.40 |
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| Newmont Mining Corporation (NEM) | 0.9 | $16M | 139k | 115.34 |
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| Enbridge (ENB) | 0.9 | $16M | +4% | 334k | 46.62 |
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| Sunococorp Com Shs Llc (SUNC) | 0.8 | $15M | 200k | 73.14 |
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| Tc Energy Corp (TRP) | 0.8 | $15M | 249k | 58.07 |
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| Agnico (AEM) | 0.8 | $14M | +8% | 77k | 183.68 |
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| Philip Morris International (PM) | 0.8 | $14M | 73k | 190.82 |
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| Vaneck Etf Trust Gold Miners Etf (GDX) | 0.7 | $13M | 147k | 87.80 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.7 | $13M | -4% | 25k | 497.95 |
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| First Tr Exch Traded Fd Iii Lng/sht Equity (FTLS) | 0.6 | $12M | 151k | 76.69 |
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| Canadian Natural Resources (CNQ) | 0.6 | $12M | +5% | 244k | 47.17 |
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| Alphabet Cap Stk Cl A (GOOGL) | 0.6 | $11M | 31k | 344.08 |
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| Rogers Communications CL B (RCI) | 0.6 | $11M | +4% | 345k | 30.89 |
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| CVS Caremark Corporation (CVS) | 0.6 | $11M | 124k | 85.69 |
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| Dimensional Etf Trust Us Sustainabilty (DFSU) | 0.6 | $11M | +22% | 224k | 47.17 |
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| Oracle Corporation (ORCL) | 0.6 | $10M | +5% | 74k | 137.30 |
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| Open Text Corp (OTEX) | 0.6 | $9.9M | 442k | 22.49 |
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| Amazon (AMZN) | 0.6 | $9.9M | +4% | 40k | 249.15 |
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| Pfizer (PFE) | 0.5 | $9.6M | 337k | 28.52 |
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| International Business Machines (IBM) | 0.5 | $9.3M | +8% | 42k | 219.93 |
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| Brookfield Business Corp Cl A Sub Vtg Sh (BBUC) | 0.5 | $9.1M | 357k | 25.52 |
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| Pepsi (PEP) | 0.5 | $9.1M | 72k | 126.72 |
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| Cgi Cl A Sub Vtg (GIB) | 0.5 | $8.9M | +5% | 131k | 68.19 |
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| FedEx Corporation (FDX) | 0.5 | $8.2M | 29k | 285.09 |
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| Visa Com Cl A (V) | 0.4 | $8.0M | 22k | 359.34 |
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| Tesla Motors (TSLA) | 0.4 | $7.5M | 21k | 354.82 |
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| Costco Wholesale Corporation (COST) | 0.4 | $7.5M | -2% | 8.2k | 910.35 |
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| State Str Spdr S&p 500 Etf T Tr Unit (SPY) | 0.4 | $7.1M | +35% | 9.3k | 762.63 |
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| Boyd Group Services (BGSI) | 0.4 | $7.0M | +249% | 89k | 78.73 |
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| Vanguard World Inf Tech Etf (VGT) | 0.4 | $6.7M | 53k | 125.67 |
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| Viatris (VTRS) | 0.3 | $5.8M | 326k | 17.72 |
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| Comfort Systems USA (FIX) | 0.3 | $5.2M | 3.1k | 1654.12 |
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| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.3 | $4.6M | 6.2k | 739.77 |
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| Dimensional Etf Trust International (DFSI) | 0.2 | $4.2M | +26% | 93k | 45.17 |
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| Comcast Corp Cl A (CMCSA) | 0.2 | $3.8M | -3% | 177k | 21.76 |
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| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.2 | $3.7M | -36% | 5.3k | 700.86 |
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| Select Sector Spdr Tr St Str Techn Etf (XLK) | 0.2 | $3.5M | +19% | 18k | 195.69 |
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| Corning Incorporated (GLW) | 0.2 | $3.4M | 22k | 153.76 |
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| Walt Disney Company (DIS) | 0.2 | $3.4M | 32k | 104.90 |
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| Cibc Cad (CM) | 0.2 | $3.1M | -2% | 28k | 110.47 |
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| Gfl Environmental Sub Vtg Shs (GFL) | 0.2 | $3.0M | +785% | 72k | 41.91 |
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| McDonald's Corporation (MCD) | 0.2 | $2.7M | -5% | 12k | 230.94 |
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| Ishares Tr Core S&p500 Etf (IVV) | 0.1 | $2.7M | +6% | 3.5k | 765.92 |
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| Meta Platforms Cl A (META) | 0.1 | $2.7M | -14% | 3.7k | 725.09 |
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| First Tr Exchange Traded Rba Indl Etf (AIRR) | 0.1 | $2.6M | +32% | 26k | 103.24 |
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| Ishares Tr Esg Awre 1 5 Yr (SUSB) | 0.1 | $2.6M | +16% | 106k | 24.43 |
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| Sun Life Financial (SLF) | 0.1 | $2.6M | -3% | 33k | 78.18 |
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| Micron Technology (MU) | 0.1 | $2.5M | +6% | 2.3k | 1065.19 |
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| Lauder Estee Cos Cl A (EL) | 0.1 | $2.5M | +2% | 27k | 92.77 |
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| Bank of America Corporation (BAC) | 0.1 | $2.3M | 43k | 54.43 |
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| Ishares Tr Esg Awr Us Agrgt (EAGG) | 0.1 | $2.3M | +87% | 51k | 45.25 |
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| Abbvie (ABBV) | 0.1 | $2.2M | 8.5k | 261.58 |
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| Transalta Corp (TAC) | 0.1 | $2.2M | 182k | 12.14 |
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| Tcw Etf Trust Trans Syste Etf (PWRD) | 0.1 | $2.1M | 20k | 105.19 |
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| Citigroup Com New (C) | 0.1 | $2.1M | 16k | 129.48 |
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| Ge Vernova (GEV) | 0.1 | $2.1M | +10% | 2.2k | 950.64 |
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| Alamos Gold Com Cl A (AGI) | 0.1 | $1.9M | 60k | 32.47 |
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| Cae (CAE) | 0.1 | $1.9M | +2% | 80k | 24.13 |
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| Brookfield Corp Cl A Ltd Vt Sh (BN) | 0.1 | $1.9M | 51k | 36.59 |
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| Magnite Ord (MGNI) | 0.1 | $1.9M | -20% | 74k | 25.26 |
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| Ishares Tr Us Aer Def Etf (ITA) | 0.1 | $1.8M | 8.8k | 207.18 |
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| Netflix (NFLX) | 0.1 | $1.8M | +15% | 26k | 69.58 |
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| Fedex Fght Hldg Common Stock (FDXF) | 0.1 | $1.8M | +10% | 16k | 109.38 |
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| Ishares Tr Low Ca Op Ms Etf (CRBN) | 0.1 | $1.8M | 6.9k | 256.14 |
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| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.1 | $1.7M | 14k | 125.26 |
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| Yeti Hldgs (YETI) | 0.1 | $1.6M | 40k | 41.02 |
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| Verizon Communications (VZ) | 0.1 | $1.6M | 36k | 45.87 |
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| UnitedHealth (UNH) | 0.1 | $1.6M | -21% | 4.3k | 367.11 |
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| Equinox Gold Corp equities (EQX) | 0.1 | $1.6M | +51% | 140k | 11.14 |
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| Berkshire Hathaway Inc Del Cl A (BRK.A) | 0.1 | $1.5M | 2.00 | 747005.00 |
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| Eli Lilly & Co. (LLY) | 0.1 | $1.5M | +28% | 1.3k | 1157.19 |
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| Goldman Sachs (GS) | 0.1 | $1.5M | +16% | 1.6k | 900.31 |
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| Blackrock Etf Trust Isha I In Te Etf (BAI) | 0.1 | $1.5M | +4% | 31k | 47.19 |
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| Gilead Sciences (GILD) | 0.1 | $1.5M | 9.8k | 149.05 |
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| Blue Moon Metals Ord (BMM) | 0.1 | $1.4M | +235% | 285k | 5.00 |
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| Abacus Fcf Etf Tr Leaders Etf (ABFL) | 0.1 | $1.4M | 17k | 80.34 |
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| Bce Com New (BCE) | 0.1 | $1.3M | -2% | 65k | 20.42 |
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| Ishares Tr Expanded Tech (IGV) | 0.1 | $1.3M | 12k | 106.48 |
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| Ishares Tr Core S&p Mcp Etf (IJH) | 0.1 | $1.3M | 18k | 71.95 |
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| Select Sector Spdr Tr St Str Finl Etf (XLF) | 0.1 | $1.3M | +15% | 24k | 53.40 |
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| Telus Ord (TU) | 0.1 | $1.3M | -15% | 152k | 8.42 |
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| Five9 (FIVN) | 0.1 | $1.2M | -25% | 36k | 34.01 |
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| Colgate-Palmolive Company (CL) | 0.1 | $1.2M | -5% | 14k | 85.32 |
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| Mda-tc (MDA) | 0.1 | $1.2M | NEW | 41k | 29.71 |
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| Exxonmobil Holdings Corp Com Shs (XOM) | 0.1 | $1.2M | NEW | 7.5k | 162.74 |
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| Vanguard Star Fds Vg Tl Intl Stk F (VXUS) | 0.1 | $1.2M | 14k | 84.96 |
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| Ishares Tr U.s. Tech Etf (IYW) | 0.1 | $1.2M | -4% | 4.6k | 264.91 |
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| Ishares Tr Msci Usa Qlt Fct (QUAL) | 0.1 | $1.2M | 5.3k | 222.26 |
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| Spdr Gold Tr Gold Shs (GLD) | 0.1 | $1.1M | -9% | 3.0k | 380.82 |
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| Procter & Gamble Company (PG) | 0.1 | $1.1M | +17% | 7.8k | 145.28 |
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| Pembina Pipeline Corp (PBA) | 0.1 | $1.1M | 24k | 44.78 |
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| Brookfield Infrastructure Pa Lp Int Unit (BIP) | 0.1 | $1.1M | 30k | 35.70 |
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| Dimensional Etf Trust Emer Mark Su Etf (DFSE) | 0.1 | $1.1M | +10% | 22k | 48.17 |
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| Uber Technologies (UBER) | 0.1 | $1.0M | +18% | 15k | 68.51 |
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| Chevron Corporation (CVX) | 0.1 | $986k | +27% | 4.8k | 204.22 |
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| Cenovus Energy (CVE) | 0.1 | $952k | -9% | 31k | 31.18 |
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| Merck & Co (MRK) | 0.1 | $910k | 6.3k | 145.31 |
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| Powerfleet (AIOT) | 0.1 | $906k | +36% | 319k | 2.84 |
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| Innovator Etfs Trust Intrnl Dev Aprl (IAPR) | 0.0 | $890k | 27k | 33.50 |
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| Ishares Msci Cda Etf (EWC) | 0.0 | $877k | -23% | 15k | 58.38 |
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| Perpetua Resources (PPTA) | 0.0 | $861k | 40k | 21.63 |
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| Ishares Tr Gl Clean Ene Etf (ICLN) | 0.0 | $837k | +2% | 49k | 17.00 |
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| Ishares Tr Msci Eafe Etf (EFA) | 0.0 | $833k | 8.0k | 103.89 |
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| Innovator Etfs Trust Us Eqty Pwr Buf (PJUL) | 0.0 | $828k | -9% | 17k | 49.68 |
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| Home Depot (HD) | 0.0 | $825k | -18% | 2.9k | 284.49 |
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| Brookfield Renewable Energy Partnership Unit (BEP) | 0.0 | $816k | 29k | 28.25 |
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| Skeena Resources Com Npvpost Rev Split Isin Ca83056p7157 Sedo (SKE) | 0.0 | $805k | 27k | 29.83 |
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| Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 0.0 | $788k | 3.8k | 208.02 |
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| Ishares Tr Core Div Grwth (DGRO) | 0.0 | $785k | 10k | 75.39 |
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| Mastercard Incorporated Cl A (MA) | 0.0 | $777k | 1.4k | 551.47 |
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| Nike CL B (NKE) | 0.0 | $773k | -29% | 22k | 35.40 |
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| Vanguard Index Fds Mrngstr Val Etf (VTV) | 0.0 | $770k | -71% | 3.6k | 216.08 |
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| Broadcom (AVGO) | 0.0 | $768k | +12% | 2.2k | 351.12 |
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| TJX Companies (TJX) | 0.0 | $763k | 5.8k | 132.31 |
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| Ishares Tr Rus 1000 Etf (IWB) | 0.0 | $757k | +6% | 1.8k | 416.13 |
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| Osisko Gold Group Com New (OGG) | 0.0 | $723k | NEW | 257k | 2.82 |
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| Dell Technologies CL C (DELL) | 0.0 | $710k | +3% | 1.3k | 538.13 |
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| Dimensional Etf Trust Us Core Eqt Mkt (DFAU) | 0.0 | $710k | 14k | 52.36 |
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| Morgan Stanley Com New (MS) | 0.0 | $707k | -6% | 3.8k | 188.08 |
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| Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV) | 0.0 | $701k | 9.9k | 70.51 |
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| McKesson Corporation (MCK) | 0.0 | $687k | +8% | 804.00 | 854.12 |
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| Wheaton Precious Metals Corp (WPM) | 0.0 | $686k | 5.1k | 133.95 |
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| Bristol Myers Squibb (BMY) | 0.0 | $675k | 11k | 62.40 |
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| Invesco Db Commdy Indx Trck Unit (DBC) | 0.0 | $661k | 21k | 32.32 |
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| American Centy Etf Tr Us Sml Cp Valu (AVUV) | 0.0 | $661k | 5.6k | 117.77 |
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| Ishares Tr Usd Grn Bond Etf (BGRN) | 0.0 | $659k | +4% | 14k | 45.62 |
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| Nutrien (NTR) | 0.0 | $659k | 9.4k | 70.44 |
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| Fortis (FTS) | 0.0 | $651k | 12k | 52.98 |
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| Marathon Petroleum Corp (MPC) | 0.0 | $642k | +62% | 1.6k | 395.41 |
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| Ea Series Trust Alpha Arch 1-3 (BOXX) | 0.0 | $640k | +10% | 5.4k | 118.39 |
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| Tfii Cn (TFII) | 0.0 | $625k | 5.2k | 120.28 |
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| South Bow Corp (SOBO) | 0.0 | $622k | -3% | 19k | 33.23 |
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| Celestica (CLS) | 0.0 | $621k | +32% | 1.7k | 362.95 |
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| Schwab Strategic Tr Us Dividend Eq (SCHD) | 0.0 | $621k | 19k | 32.53 |
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| Advanced Micro Devices (AMD) | 0.0 | $618k | +5% | 1.0k | 611.70 |
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| Vanguard Index Fds Real Estate Etf (VNQ) | 0.0 | $600k | -12% | 6.7k | 89.63 |
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| J P Morgan Exchange Traded F Intrnl Res Eqt (JIRE) | 0.0 | $586k | 7.1k | 82.16 |
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| Barrick Mng Corp Com Shs (B) | 0.0 | $577k | -5% | 14k | 40.79 |
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| Wells Fargo & Company (WFC) | 0.0 | $574k | +54% | 7.2k | 80.05 |
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| Ishares Tr Core Msci Eafe (IEFA) | 0.0 | $568k | +2% | 5.9k | 96.87 |
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| Iron Mountain (IRM) | 0.0 | $562k | 5.1k | 110.95 |
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| Innovator Etfs Trust Us Eqty Pwr Buf (PJUN) | 0.0 | $562k | 13k | 43.99 |
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| Proshares Tr Sp500 Ex Tech (SPXT) | 0.0 | $552k | NEW | 5.2k | 107.07 |
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| B2gold Corp (BTG) | 0.0 | $550k | 105k | 5.24 |
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| Aris Mng Corp (ARIS) | 0.0 | $547k | 31k | 17.46 |
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| Southwest Airlines (LUV) | 0.0 | $535k | -43% | 13k | 41.64 |
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| Vanguard World Esg Us Stk Etf (ESGV) | 0.0 | $532k | 3.9k | 135.53 |
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| Abbott Laboratories (ABT) | 0.0 | $530k | +86% | 5.4k | 98.83 |
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| Eaton Corp SHS (ETN) | 0.0 | $514k | 1.2k | 429.71 |
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| Ishares Tr Russell 2000 Etf (IWM) | 0.0 | $513k | 1.8k | 277.89 |
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| Waste Management (WM) | 0.0 | $509k | -35% | 2.5k | 203.92 |
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| Msci (MSCI) | 0.0 | $502k | 931.00 | 538.66 |
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| Canadian Pacific Kansas City (CP) | 0.0 | $497k | -44% | 5.8k | 85.42 |
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| Kimberly-Clark Corporation (KMB) | 0.0 | $485k | -3% | 5.0k | 97.43 |
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| United Parcel Svcs CL B (UPS) | 0.0 | $479k | +49% | 5.1k | 93.44 |
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| Qxo Com New (QXO) | 0.0 | $476k | 41k | 11.69 |
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| Vaneck Etf Trust Rare Ear Str Etf (REMX) | 0.0 | $474k | 7.4k | 64.26 |
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| Crowdstrike Hldgs Cl A (CRWD) | 0.0 | $471k | +300% | 1.8k | 264.75 |
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| Vanguard Whitehall Fds High Div Yld (VYM) | 0.0 | $463k | +35% | 3.0k | 155.22 |
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| Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) | 0.0 | $463k | +5% | 6.0k | 77.25 |
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| Shopify Cl A Sub Vtg Shs (SHOP) | 0.0 | $453k | -39% | 3.0k | 148.66 |
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| Coreweave Com Cl A (CRWV) | 0.0 | $453k | 5.2k | 87.12 |
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| Solaris Res Com New (SLSR) | 0.0 | $440k | +31% | 64k | 6.93 |
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| Etfs Gold Tr Physcl Gold Shs (SGOL) | 0.0 | $427k | 11k | 39.56 |
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| Innovator Etfs Trust Equi Du Di Janu (DDFJ) | 0.0 | $427k | 21k | 20.14 |
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| Starbucks Corporation (SBUX) | 0.0 | $421k | 4.5k | 93.96 |
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| Schwab Strategic Tr Us Lrg Cap Etf (SCHX) | 0.0 | $418k | -28% | 14k | 30.00 |
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| Pan American Silver Corp Can (PAAS) | 0.0 | $418k | 9.2k | 45.63 |
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| Dimensional Etf Trust Intl Core Eqt Mk (DFAI) | 0.0 | $417k | +6% | 10k | 41.43 |
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| First Solar (FSLR) | 0.0 | $413k | +67% | 2.4k | 175.16 |
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| Allied Gold Corp Com New (AAUC) | 0.0 | $405k | 19k | 21.01 |
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| Ishares Tr Core 60 Bala Etf (AOR) | 0.0 | $404k | +6% | 5.9k | 68.52 |
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| Ishares Bitcoin Trust Etf Shs Ben Int (IBIT) | 0.0 | $402k | 8.5k | 47.34 |
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| Mosaic (MOS) | 0.0 | $402k | -4% | 19k | 21.65 |
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| Vaneck Etf Trust Junior Gold Mine (GDXJ) | 0.0 | $402k | 3.5k | 113.95 |
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| J P Morgan Exchange Traded F Ultra Shrt Etf (JPST) | 0.0 | $399k | NEW | 7.9k | 50.37 |
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| Spdr Series Trust Sp O&g Expl Pro (XOP) | 0.0 | $399k | 2.2k | 179.27 |
|
|
| Synopsys (SNPS) | 0.0 | $396k | +28% | 910.00 | 435.14 |
|
| Ishares Tr Global Tech Etf (IXN) | 0.0 | $386k | 2.6k | 148.51 |
|
|
| Global X Fds Defense Tech Etf (SHLD) | 0.0 | $384k | +15% | 6.4k | 60.08 |
|
| Etsy (ETSY) | 0.0 | $374k | -19% | 5.2k | 71.49 |
|
| Ishares Tr 0-3 Mth Treasury (SGOV) | 0.0 | $373k | 3.7k | 100.69 |
|
|
| Stanley Black & Decker (SWK) | 0.0 | $373k | 4.2k | 88.59 |
|
|
| Cummins (CMI) | 0.0 | $362k | -30% | 700.00 | 516.57 |
|
| Textron (TXT) | 0.0 | $362k | -16% | 4.7k | 76.20 |
|
| Brookfield Asset Managmt Cl A Lmt Vtg Shs (BAM) | 0.0 | $359k | 8.0k | 44.76 |
|
|
| Iamgold Corp (IAG) | 0.0 | $356k | 19k | 18.49 |
|
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| Vizsla Silver Corp Com New (VZLA) | 0.0 | $355k | +28% | 93k | 3.81 |
|
| Capital One Financial (COF) | 0.0 | $355k | NEW | 1.8k | 193.05 |
|
| Ecolab (ECL) | 0.0 | $352k | -3% | 1.3k | 274.67 |
|
| Ishares Tr Core S&p Scp Etf (IJR) | 0.0 | $347k | 2.6k | 136.05 |
|
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| Baxter International (BAX) | 0.0 | $347k | 15k | 24.00 |
|
|
| Applied Materials (AMAT) | 0.0 | $345k | -4% | 675.00 | 511.05 |
|
| Asml Hldg Nv N Y Registry Shs (ASML) | 0.0 | $341k | +11% | 188.00 | 1813.27 |
|
| Brown Forman Corp CL B (BF.B) | 0.0 | $337k | 13k | 26.20 |
|
|
| Ishares Tr Core 80 20 Etf (AOA) | 0.0 | $336k | 3.5k | 97.27 |
|
|
| Dollar General (DG) | 0.0 | $331k | 2.8k | 119.58 |
|
|
| Wisdomtree Tr Itl Hdg Qtly Div (IHDG) | 0.0 | $330k | 6.4k | 51.90 |
|
|
| Boeing Company (BA) | 0.0 | $329k | 1.8k | 186.04 |
|
|
| salesforce (CRM) | 0.0 | $321k | 1.4k | 229.57 |
|
|
| Franco-Nevada Corporation (FNV) | 0.0 | $316k | 1.3k | 238.79 |
|
|
| Global X Fds Artificial Etf (AIQ) | 0.0 | $316k | NEW | 4.9k | 65.16 |
|
| Innovator Etfs Trust Us Eqty Pwr Buf (PNOV) | 0.0 | $309k | 6.8k | 45.62 |
|
|
| Unilever Spon Adr New (UL) | 0.0 | $307k | +11% | 5.1k | 60.73 |
|
| Hormel Foods Corporation (HRL) | 0.0 | $298k | 15k | 19.94 |
|
|
| Innovator Etfs Trust Us Eqty Pwr Bf (PAUG) | 0.0 | $294k | 6.3k | 46.65 |
|
|
| Innovator Etfs Trust Us Sml Cp Pwr Et (KAPR) | 0.0 | $290k | 7.4k | 39.44 |
|
|
| Molson Coors Beverage CL B (TAP) | 0.0 | $288k | 7.9k | 36.47 |
|
|
| Ishares Tr Msci Emg Mkt Etf (EEM) | 0.0 | $284k | -10% | 4.3k | 66.79 |
|
| Hewlett Packard Enterprise (HPE) | 0.0 | $282k | NEW | 4.4k | 63.89 |
|
| Blackstone Group Inc Com Cl A (BX) | 0.0 | $281k | +12% | 2.5k | 112.09 |
|
| Asa Gold And Precious Mtls L SHS (ASA) | 0.0 | $279k | 5.0k | 55.75 |
|
|
| First Majestic Silver Corp (AG) | 0.0 | $278k | 16k | 17.75 |
|
|
| Ishares Msci Eurzone Etf (EZU) | 0.0 | $277k | 4.1k | 67.33 |
|
|
| Dex (DXCM) | 0.0 | $276k | 3.2k | 86.28 |
|
|
| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.0 | $273k | -2% | 3.9k | 70.61 |
|
| Global X Fds Us Infr Dev Etf (PAVE) | 0.0 | $269k | +4% | 5.1k | 52.50 |
|
| Seagate Technology Hldngs Pl Ord Shs (STX) | 0.0 | $262k | +17% | 284.00 | 923.93 |
|
| Fortinet (FTNT) | 0.0 | $262k | NEW | 1.5k | 178.76 |
|
| Ishares Tr Us Industrials (IYJ) | 0.0 | $261k | 1.7k | 153.37 |
|
|
| Lowe's Companies (LOW) | 0.0 | $259k | 1.4k | 184.29 |
|
|
| Kinross Gold Corp (KGC) | 0.0 | $258k | 11k | 24.18 |
|
|
| Teck Resources CL B (TECK) | 0.0 | $258k | -50% | 3.9k | 66.04 |
|
| Servicenow (NOW) | 0.0 | $255k | NEW | 1.9k | 134.01 |
|
| State Str Spdr Dow Jones Ind Ut Ser 1 (DIA) | 0.0 | $253k | -2% | 498.00 | 508.55 |
|
| Intel Corporation (INTC) | 0.0 | $253k | -29% | 2.1k | 120.25 |
|
| Coca-Cola Company (KO) | 0.0 | $251k | -44% | 2.9k | 86.09 |
|
| Motorola Solutions Com New (MSI) | 0.0 | $250k | -16% | 560.00 | 446.26 |
|
| Schwab Strategic Tr Us Brd Mkt Etf (SCHB) | 0.0 | $249k | 8.5k | 29.31 |
|
|
| Ishares Tr U.s. Bas Mtl Etf (IYM) | 0.0 | $243k | 1.4k | 178.16 |
|
|
| Intuitive Surgical Com New (ISRG) | 0.0 | $242k | -7% | 596.00 | 406.63 |
|
| Vanguard Instl Index 0 3 Mo Tr Bi Etf (VBIL) | 0.0 | $235k | -99% | 3.1k | 75.73 |
|
| Target Corporation (TGT) | 0.0 | $235k | -25% | 1.5k | 156.69 |
|
| Ishares Core Msci Emkt (IEMG) | 0.0 | $234k | +8% | 2.9k | 81.16 |
|
| Ishares Tr Msci Usa Min Etf (USMV) | 0.0 | $229k | NEW | 2.3k | 97.44 |
|
| Restaurant Brands Intl Inc Com equity / large cap (QSR) | 0.0 | $228k | 3.2k | 71.38 |
|
|
| Booking Holdings (BKNG) | 0.0 | $225k | NEW | 1.4k | 162.93 |
|
| Air Products & Chemicals (APD) | 0.0 | $223k | 800.00 | 278.23 |
|
|
| Fortuna Mng Corp Com New (FSM) | 0.0 | $217k | 19k | 11.28 |
|
|
| Shell Spon Ads (SHEL) | 0.0 | $217k | -25% | 2.3k | 95.07 |
|
| Ishares Tr Core 40 Mode Etf (AOM) | 0.0 | $217k | 4.5k | 48.74 |
|
|
| Centene Corporation (CNC) | 0.0 | $215k | NEW | 3.5k | 62.12 |
|
| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 0.0 | $215k | -15% | 3.6k | 59.31 |
|
| Texas Capital Bancshares (TCBI) | 0.0 | $214k | 2.3k | 93.02 |
|
|
| Brookfield Renewable Corp Cl A Ex Sub Vtg (BEPC) | 0.0 | $213k | +6% | 7.5k | 28.31 |
|
| Ishares Tr Expnd Tec Sc Etf (IGM) | 0.0 | $212k | 1.3k | 169.04 |
|
|
| Vertiv Holdings Com Cl A (VRT) | 0.0 | $208k | -41% | 860.00 | 241.31 |
|
| At&t (T) | 0.0 | $205k | NEW | 8.4k | 24.40 |
|
| Raytheon Technologies Corp (RTX) | 0.0 | $201k | 1.1k | 185.65 |
|
|
| Lloyds Banking Group Sponsored Adr (LYG) | 0.0 | $167k | +18% | 30k | 5.63 |
|
| Huntington Bancshares Incorporated (HBAN) | 0.0 | $157k | NEW | 10k | 15.26 |
|
| Banco Santander Sa Adr (SAN) | 0.0 | $148k | NEW | 11k | 13.83 |
|
| Integra Res Corp (ITRG) | 0.0 | $125k | -31% | 48k | 2.60 |
|
| Viemed Healthcare (VMD) | 0.0 | $114k | 13k | 9.10 |
|
|
| Hudson Technologies (HDSN) | 0.0 | $66k | 13k | 5.15 |
|
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 2026 Q3 filed Oct. 21, 2026
- Cardinal Point Capital Management ULC 2026 Q2 filed July 14, 2026
- Cardinal Point Capital Management ULC 2026 Q1 filed April 20, 2026
- 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