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, VEU, DFAX, USFR, VGIT, and represent 29.49% of Cardinal Point Capital Management ULC's stock portfolio.
- Added to shares of these 10 stocks: VGT (+$5.5M), VBIL, VGIT, VTI, PYLD, FDXF, AIRR, GOOG, AAPL, VUG.
- Started 26 new stock positions in CRWD, SHOP, STRL, RIVN, IGM, GFL, SCHK, FNDX, FDXF, INTC.
- Reduced shares in these 10 stocks: CSCO (-$9.2M), TFLO (-$7.2M), KVUE, USFR, TD, CDNS, RY, VTEB, DIS, IAU.
- Sold out of its positions in T, AVUS, AZO, BKNG, CDNS, COF, FBND, GE, HRI, IWD. KVUE, BOND, PUBM, BSV, BNDX, VO, TTE, AZN.
- Cardinal Point Capital Management ULC was a net buyer of stock by $14M.
- Cardinal Point Capital Management ULC has $1.8B in assets under management (AUM), dropping by 8.21%.
- Central Index Key (CIK): 0001950841
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Portfolio Holdings for Cardinal Point Capital Management ULC
Cardinal Point Capital Management ULC holds 294 positions in its portfolio as reported in the June 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Vanguard Index Fds Total Stk Mkt (VTI) | 13.0 | $229M | 619k | 370.04 |
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| Vanguard Intl Equity Index F Allwrld Ex Us (VEU) | 4.4 | $77M | 918k | 83.75 |
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| Dimensional Etf Trust World Ex Us Core (DFAX) | 4.1 | $72M | 2.0M | 36.84 |
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| Wisdomtree Tr Floatng Rat Trea (USFR) | 4.1 | $72M | -2% | 1.4M | 50.35 |
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| Vanguard Scottsdale Fds Inter Term Treas (VGIT) | 4.0 | $70M | +4% | 1.2M | 58.98 |
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| Apple (AAPL) | 4.0 | $70M | +2% | 241k | 289.36 |
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| Ishares Tr U S Equity Factr (LRGF) | 3.2 | $56M | 737k | 75.63 |
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| Dimensional Etf Trust Us Cor Equ 2 Etf (DFAC) | 2.6 | $46M | 1.0M | 44.36 |
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| Rbc Cad (RY) | 2.3 | $40M | 193k | 206.67 |
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| Ishares Tr National Mun Etf (MUB) | 2.2 | $40M | +2% | 368k | 107.62 |
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| Litman Gregory Fds Tr Imgp Dbi Man Etf (DBMF) | 2.2 | $39M | 1.3M | 30.61 |
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| Alphabet Cap Stk Cl C (GOOG) | 2.1 | $38M | +5% | 107k | 353.33 |
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| Toronto Dominion Bk Ont Com New (TD) | 2.0 | $35M | -2% | 286k | 121.35 |
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| Pimco Etf Tr Multisector Bd (PYLD) | 1.9 | $34M | +7% | 1.3M | 26.52 |
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| Bank Of Montreal Cadcom (BMO) | 1.8 | $31M | 176k | 176.40 |
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| NVIDIA Corporation (NVDA) | 1.7 | $31M | 154k | 200.09 |
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| Pimco Etf Tr Muni Income Opp (MINO) | 1.5 | $27M | 590k | 45.76 |
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| Vanguard Instl Index 0 3 Mo Tr Bi Etf (VBIL) | 1.4 | $24M | +17% | 321k | 75.68 |
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| Ishares Gold Tr Ishares New (IAU) | 1.3 | $22M | -2% | 295k | 75.51 |
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| JPMorgan Chase & Co. (JPM) | 1.1 | $20M | 61k | 327.33 |
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| Suncor Energy (SU) | 1.1 | $20M | -2% | 370k | 53.69 |
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| Ishares Tr TRS FLT RT BD (TFLO) | 1.1 | $19M | -27% | 373k | 50.63 |
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| Manulife Finl Corp (MFC) | 1.1 | $19M | 466k | 40.48 |
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| Cisco Systems (CSCO) | 1.1 | $19M | -33% | 159k | 117.46 |
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| Bk Nova Cad (BNS) | 1.1 | $19M | 214k | 86.75 |
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| Johnson & Johnson (JNJ) | 1.0 | $19M | 73k | 253.97 |
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| Wal-Mart Stores (WMT) | 1.0 | $18M | -3% | 159k | 113.26 |
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| Microsoft Corporation (MSFT) | 1.0 | $18M | 48k | 373.02 |
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| Enbridge (ENB) | 1.0 | $17M | -2% | 321k | 54.12 |
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| Tc Energy Corp (TRP) | 0.9 | $17M | 252k | 66.09 |
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| Canadian Natl Ry (CNI) | 0.9 | $16M | 135k | 119.11 |
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| Sunococorp Com Shs Llc (SUNC) | 0.8 | $14M | 202k | 67.67 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.8 | $13M | +9% | 27k | 500.39 |
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| Philip Morris International (PM) | 0.8 | $13M | 73k | 180.91 |
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| Newmont Mining Corporation (NEM) | 0.7 | $13M | 141k | 93.40 |
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| CVS Caremark Corporation (CVS) | 0.7 | $13M | 124k | 103.45 |
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| First Tr Exch Traded Fd Iii Lng/sht Equity (FTLS) | 0.6 | $11M | +4% | 154k | 73.80 |
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| Alphabet Cap Stk Cl A (GOOGL) | 0.6 | $11M | -4% | 32k | 357.36 |
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| Vaneck Etf Trust Gold Miners Etf (GDX) | 0.6 | $11M | 149k | 75.45 |
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| Agnico (AEM) | 0.6 | $11M | +2% | 71k | 155.07 |
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| International Business Machines (IBM) | 0.6 | $11M | +4% | 39k | 281.21 |
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| Rogers Communications CL B (RCI) | 0.6 | $11M | 331k | 32.47 |
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| Brookfield Business Corp Cl A Sub Vtg Sh (BBUC) | 0.6 | $11M | 355k | 29.82 |
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| Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) | 0.6 | $10M | -6% | 205k | 50.58 |
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| Oracle Corporation (ORCL) | 0.6 | $10M | 70k | 146.55 |
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| Open Text Corp (OTEX) | 0.6 | $9.9M | 447k | 22.09 |
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| Pepsi (PEP) | 0.6 | $9.7M | 72k | 135.40 |
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| Canadian Natural Resources (CNQ) | 0.5 | $9.2M | 232k | 39.49 |
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| Amazon (AMZN) | 0.5 | $9.1M | +2% | 38k | 238.34 |
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| Tesla Motors (TSLA) | 0.5 | $8.8M | 21k | 420.60 |
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| FedEx Corporation (FDX) | 0.5 | $8.8M | 28k | 313.13 |
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| Dimensional Etf Trust Us Sustainabilty (DFSU) | 0.5 | $8.5M | 183k | 46.63 |
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| Cgi Cl A Sub Vtg (GIB) | 0.5 | $8.0M | +3% | 124k | 64.51 |
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| Pfizer (PFE) | 0.5 | $8.0M | 332k | 24.08 |
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| Costco Wholesale Corporation (COST) | 0.4 | $7.8M | +4% | 8.4k | 935.47 |
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| Visa Com Cl A (V) | 0.4 | $7.6M | 22k | 343.09 |
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| Vanguard World Inf Tech Etf (VGT) | 0.4 | $6.3M | +662% | 53k | 119.52 |
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| Comfort Systems USA (FIX) | 0.4 | $6.2M | 3.1k | 1981.98 |
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| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.3 | $5.8M | +5% | 8.4k | 686.83 |
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| Corning Incorporated (GLW) | 0.3 | $5.7M | -3% | 22k | 255.43 |
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| Viatris (VTRS) | 0.3 | $5.2M | 330k | 15.88 |
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| State Str Spdr S&p 500 Etf T Tr Unit (SPY) | 0.3 | $5.1M | +2% | 6.8k | 748.05 |
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| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.3 | $4.6M | +3% | 6.3k | 737.02 |
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| Comcast Corp Cl A (CMCSA) | 0.3 | $4.5M | +2% | 183k | 24.55 |
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| McDonald's Corporation (MCD) | 0.2 | $3.4M | 13k | 270.31 |
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| Cibc Cad (CM) | 0.2 | $3.3M | +3% | 29k | 114.93 |
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| Dimensional Etf Trust International (DFSI) | 0.2 | $3.3M | 73k | 45.10 |
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| Walt Disney Company (DIS) | 0.2 | $3.0M | -17% | 32k | 96.25 |
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| Select Sector Spdr Tr St Str Techn Etf (XLK) | 0.2 | $2.8M | 15k | 190.47 |
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| Vanguard Index Fds Value Etf (VTV) | 0.2 | $2.7M | -7% | 13k | 217.93 |
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| Sun Life Financial (SLF) | 0.2 | $2.7M | 34k | 78.36 |
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| First Tr Exchange Traded Rba Indl Etf (AIRR) | 0.1 | $2.6M | +410% | 19k | 133.25 |
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| Micron Technology (MU) | 0.1 | $2.5M | +2% | 2.2k | 1154.21 |
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| Transalta Corp (TAC) | 0.1 | $2.5M | 183k | 13.81 |
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| Tcw Etf Trust Trans Syste Etf (PWRD) | 0.1 | $2.5M | 20k | 122.96 |
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| Ishares Tr Core S&p500 Etf (IVV) | 0.1 | $2.5M | +113% | 3.3k | 748.93 |
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| Bank of America Corporation (BAC) | 0.1 | $2.4M | +12% | 43k | 56.98 |
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| Meta Platforms Cl A (META) | 0.1 | $2.4M | 4.3k | 563.29 |
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| Boyd Group Services (BGSI) | 0.1 | $2.4M | +26% | 26k | 94.50 |
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| Ge Vernova (GEV) | 0.1 | $2.3M | +7% | 2.0k | 1174.96 |
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| Citigroup Com New (C) | 0.1 | $2.3M | -2% | 16k | 139.96 |
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| UnitedHealth (UNH) | 0.1 | $2.3M | +9% | 5.5k | 415.65 |
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| Ishares Tr Esg Awre 1 5 Yr (SUSB) | 0.1 | $2.3M | 91k | 24.99 |
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| Vanguard Index Fds Growth Etf (VUG) | 0.1 | $2.2M | +429% | 26k | 86.14 |
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| Brookfield Corp Cl A Ltd Vt Sh (BN) | 0.1 | $2.2M | 52k | 42.58 |
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| Fedex Fght Hldg Common Stock (FDXF) | 0.1 | $2.2M | NEW | 15k | 151.00 |
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| Ishares Tr Us Aer Def Etf (ITA) | 0.1 | $2.1M | +6% | 8.8k | 242.42 |
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| Abbvie (ABBV) | 0.1 | $2.1M | +6% | 8.4k | 251.64 |
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| Ishares Tr Esg Aware 60/40 (EAOR) | 0.1 | $2.0M | -12% | 54k | 37.91 |
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| Lauder Estee Cos Cl A (EL) | 0.1 | $2.0M | +12% | 26k | 78.95 |
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| Yeti Hldgs (YETI) | 0.1 | $2.0M | -5% | 39k | 49.56 |
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| Cae (CAE) | 0.1 | $1.9M | +40% | 78k | 24.99 |
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| Telus Ord (TU) | 0.1 | $1.9M | +2% | 179k | 10.56 |
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| Vanguard Index Fds Sm Cp Val Etf (VBR) | 0.1 | $1.8M | 7.6k | 242.99 |
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| Alamos Gold Com Cl A (AGI) | 0.1 | $1.8M | 60k | 30.26 |
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| Ishares Tr Esg Aware 80/20 (EAOA) | 0.1 | $1.8M | +16% | 39k | 45.42 |
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| Magnite Ord (MGNI) | 0.1 | $1.7M | -2% | 92k | 18.98 |
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| Ishares Tr Low Ca Op Ms Etf (CRBN) | 0.1 | $1.7M | 6.8k | 252.97 |
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| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.1 | $1.7M | +342% | 14k | 124.17 |
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| Netflix (NFLX) | 0.1 | $1.6M | 23k | 71.40 |
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| Blackrock Etf Trust Isha I In Te Etf (BAI) | 0.1 | $1.6M | 30k | 52.72 |
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| Verizon Communications (VZ) | 0.1 | $1.5M | 36k | 42.34 |
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| Berkshire Hathaway Inc Del Cl A (BRK.A) | 0.1 | $1.5M | 2.00 | 748850.00 |
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| Abacus Fcf Etf Tr Leaders Etf (ABFL) | 0.1 | $1.5M | 17k | 85.86 |
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| Bce Com New (BCE) | 0.1 | $1.4M | +5% | 67k | 21.50 |
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| Goldman Sachs (GS) | 0.1 | $1.4M | 1.4k | 1011.37 |
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| Ishares Tr Core S&p Mcp Etf (IJH) | 0.1 | $1.4M | +8% | 18k | 77.11 |
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| Colgate-Palmolive Company (CL) | 0.1 | $1.4M | -14% | 15k | 91.68 |
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| Exxon Mobil Corporation (XOM) | 0.1 | $1.4M | -3% | 9.9k | 136.72 |
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| Ishares Tr Esg Awr Us Agrgt (EAGG) | 0.1 | $1.3M | 27k | 47.41 |
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| Nike CL B (NKE) | 0.1 | $1.3M | -25% | 31k | 41.05 |
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| Home Depot (HD) | 0.1 | $1.3M | +11% | 3.6k | 352.68 |
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| Gilead Sciences (GILD) | 0.1 | $1.2M | -2% | 9.7k | 126.34 |
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| Spdr Gold Tr Gold Shs (GLD) | 0.1 | $1.2M | +3% | 3.3k | 368.38 |
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| Vanguard Star Fds Vg Tl Intl Stk F (VXUS) | 0.1 | $1.2M | -6% | 14k | 85.49 |
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| Eli Lilly & Co. (LLY) | 0.1 | $1.2M | +7% | 1.0k | 1199.31 |
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| Ishares Tr U.s. Tech Etf (IYW) | 0.1 | $1.2M | 4.8k | 252.22 |
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| Southwest Airlines (LUV) | 0.1 | $1.2M | -2% | 23k | 51.61 |
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| Ishares Tr Msci Usa Qlt Fct (QUAL) | 0.1 | $1.1M | 5.2k | 219.45 |
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| Ishares Tr Expanded Tech (IGV) | 0.1 | $1.1M | +11% | 13k | 90.60 |
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| Ishares Msci Cda Etf (EWC) | 0.1 | $1.1M | 20k | 57.64 |
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| Pembina Pipeline Corp (PBA) | 0.1 | $1.1M | 24k | 46.18 |
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| Select Sector Spdr Tr St Str Finl Etf (XLF) | 0.1 | $1.1M | 21k | 53.61 |
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| Brookfield Infrastructure Pa Lp Int Unit (BIP) | 0.1 | $1.1M | -12% | 31k | 36.45 |
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| Five9 (FIVN) | 0.1 | $1.0M | +5% | 49k | 21.32 |
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| Brookfield Renewable Energy Partnership Unit (BEP) | 0.1 | $1.0M | +8% | 29k | 34.61 |
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| Ishares Tr Gl Clean Ene Etf (ICLN) | 0.1 | $986k | -2% | 48k | 20.49 |
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| Dimensional Etf Trust Emer Mark Su Etf (DFSE) | 0.1 | $973k | 20k | 48.88 |
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| Procter & Gamble Company (PG) | 0.1 | $968k | 6.6k | 146.64 |
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| Uber Technologies (UBER) | 0.1 | $930k | -28% | 13k | 72.16 |
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| Canadian Pacific Kansas City (CP) | 0.1 | $915k | 11k | 86.53 |
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| Innovator Etfs Trust Us Eqty Pwr Buf (PJUL) | 0.1 | $899k | 18k | 48.81 |
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| Equinox Gold Corp equities (EQX) | 0.1 | $898k | -8% | 92k | 9.73 |
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| Powerfleet (AIOT) | 0.1 | $894k | +71% | 233k | 3.83 |
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| Innovator Etfs Trust Intrnl Dev Aprl (IAPR) | 0.0 | $882k | 27k | 33.21 |
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| TJX Companies (TJX) | 0.0 | $873k | 5.8k | 151.50 |
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| Waste Management (WM) | 0.0 | $868k | +45% | 3.9k | 222.89 |
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| Morgan Stanley Com New (MS) | 0.0 | $845k | +46% | 4.0k | 209.02 |
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| Cenovus Energy (CVE) | 0.0 | $838k | 34k | 24.76 |
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| Ishares Tr Msci Eafe Etf (EFA) | 0.0 | $826k | -2% | 8.0k | 103.88 |
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| Perpetua Resources (PPTA) | 0.0 | $825k | +6% | 40k | 20.72 |
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| Vanguard Index Fds Extend Mkt Etf (VXF) | 0.0 | $814k | 3.3k | 246.21 |
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| Merck & Co (MRK) | 0.0 | $808k | 6.3k | 128.50 |
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| Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 0.0 | $805k | 3.8k | 212.79 |
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| Ishares Tr Core Div Grwth (DGRO) | 0.0 | $789k | 10k | 75.79 |
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| Tfii Cn (TFII) | 0.0 | $760k | 5.3k | 143.67 |
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| Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV) | 0.0 | $742k | 9.9k | 74.90 |
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| Vanguard Index Fds Real Estate Etf (VNQ) | 0.0 | $740k | 7.7k | 96.43 |
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| Broadcom (AVGO) | 0.0 | $736k | -4% | 1.9k | 377.72 |
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| Mastercard Incorporated Cl A (MA) | 0.0 | $724k | -26% | 1.4k | 513.60 |
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| Skeena Resources Com Npvpost Rev Split Isin Ca83056p7157 Sedo (SKE) | 0.0 | $718k | 27k | 26.60 |
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| Cummins (CMI) | 0.0 | $713k | 1.0k | 713.21 |
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| Qxo Com New (QXO) | 0.0 | $704k | +72% | 41k | 17.28 |
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| Ishares Tr Rus 1000 Etf (IWB) | 0.0 | $701k | +26% | 1.7k | 409.50 |
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| American Centy Etf Tr Us Sml Cp Valu (AVUV) | 0.0 | $700k | -6% | 5.6k | 124.76 |
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| Dimensional Etf Trust Us Core Eqt Mkt (DFAU) | 0.0 | $699k | 14k | 51.69 |
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| Fortis (FTS) | 0.0 | $693k | +14% | 12k | 57.18 |
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| South Bow Corp (SOBO) | 0.0 | $679k | +2% | 19k | 35.16 |
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| Osisko Development Corp Com New (ODV) | 0.0 | $659k | +37% | 272k | 2.43 |
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| Ishares Tr Usd Grn Bond Etf (BGRN) | 0.0 | $657k | 14k | 47.47 |
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| Vaneck Etf Trust Rare Ear Str Etf (REMX) | 0.0 | $653k | 7.4k | 88.50 |
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| Iron Mountain (IRM) | 0.0 | $640k | -14% | 5.0k | 127.17 |
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| Chevron Corporation (CVX) | 0.0 | $630k | +7% | 3.8k | 165.76 |
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| Bristol Myers Squibb (BMY) | 0.0 | $623k | 11k | 57.62 |
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| Schwab Strategic Tr Us Dividend Eq (SCHD) | 0.0 | $600k | -8% | 19k | 31.71 |
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| Nutrien (NTR) | 0.0 | $588k | 9.4k | 62.88 |
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| J P Morgan Exchange Traded F Intrnl Res Eqt (JIRE) | 0.0 | $588k | 7.1k | 82.49 |
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| Schwab Strategic Tr Us Lrg Cap Etf (SCHX) | 0.0 | $576k | +40% | 20k | 29.43 |
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| Wheaton Precious Metals Corp (WPM) | 0.0 | $575k | 5.1k | 112.27 |
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| Shopify Cl A Sub Vtg Shs (SHOP) | 0.0 | $574k | NEW | 5.0k | 114.19 |
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| Ea Series Trust Alpha Arch 1-3 (BOXX) | 0.0 | $571k | +5% | 4.9k | 117.09 |
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| Kimberly-Clark Corporation (KMB) | 0.0 | $565k | +22% | 5.1k | 109.77 |
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| McKesson Corporation (MCK) | 0.0 | $560k | -3% | 740.00 | 756.46 |
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| Ishares Tr Russell 2000 Etf (IWM) | 0.0 | $554k | -22% | 1.8k | 300.45 |
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| Advanced Micro Devices (AMD) | 0.0 | $554k | NEW | 954.00 | 580.91 |
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| Ishares Tr Core Msci Eafe (IEFA) | 0.0 | $552k | +6% | 5.7k | 96.58 |
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| Barrick Mng Corp Com Shs (B) | 0.0 | $552k | +8% | 15k | 36.70 |
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| Innovator Etfs Trust Us Eqty Pwr Buf (PJUN) | 0.0 | $552k | 13k | 43.23 |
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| Dell Technologies CL C (DELL) | 0.0 | $551k | 1.3k | 431.61 |
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| Invesco Db Commdy Indx Trck Unit (DBC) | 0.0 | $545k | 21k | 26.66 |
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| Blue Moon Metals Ord (BMM) | 0.0 | $538k | NEW | 85k | 6.33 |
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| Textron (TXT) | 0.0 | $522k | +2% | 5.7k | 91.75 |
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| Msci (MSCI) | 0.0 | $521k | NEW | 931.00 | 560.04 |
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| Vanguard World Esg Us Stk Etf (ESGV) | 0.0 | $519k | +32% | 3.9k | 132.24 |
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| Coreweave Com Cl A (CRWV) | 0.0 | $518k | 5.2k | 99.54 |
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| Applied Materials (AMAT) | 0.0 | $512k | +4% | 709.00 | 722.59 |
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| Eaton Corp SHS (ETN) | 0.0 | $509k | +55% | 1.2k | 426.12 |
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| Vertiv Holdings Com Cl A (VRT) | 0.0 | $492k | +70% | 1.5k | 334.92 |
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| Etsy (ETSY) | 0.0 | $490k | -15% | 6.5k | 75.33 |
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| Celestica (CLS) | 0.0 | $471k | NEW | 1.3k | 364.00 |
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| Teck Resources CL B (TECK) | 0.0 | $470k | 7.9k | 59.44 |
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| Aris Mng Corp (ARIS) | 0.0 | $466k | -5% | 31k | 14.88 |
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| Allied Gold Corp Com New (AAUC) | 0.0 | $458k | +25% | 19k | 23.72 |
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| Starbucks Corporation (SBUX) | 0.0 | $457k | 4.5k | 102.19 |
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| Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) | 0.0 | $451k | NEW | 5.7k | 79.03 |
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| Coca-Cola Company (KO) | 0.0 | $426k | NEW | 5.2k | 81.54 |
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| Innovator Etfs Trust Equi Du Di Janu (DDFJ) | 0.0 | $419k | 21k | 19.77 |
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| Intel Corporation (INTC) | 0.0 | $417k | NEW | 3.0k | 139.63 |
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| Etfs Gold Tr Physcl Gold Shs (SGOL) | 0.0 | $416k | 11k | 38.23 |
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| Mosaic (MOS) | 0.0 | $413k | +12% | 20k | 21.19 |
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| Schwab Strategic Tr 1000 Index Etf (SCHK) | 0.0 | $411k | NEW | 11k | 36.06 |
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| Pan American Silver Corp Can (PAAS) | 0.0 | $410k | -11% | 9.2k | 44.74 |
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| Solaris Res Com New (SLSR) | 0.0 | $406k | -11% | 48k | 8.40 |
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| Stanley Black & Decker (SWK) | 0.0 | $399k | 4.2k | 94.12 |
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| B2gold Corp (BTG) | 0.0 | $393k | -6% | 105k | 3.74 |
|
| Dimensional Etf Trust Intl Core Eqt Mk (DFAI) | 0.0 | $392k | 9.5k | 41.25 |
|
|
| Ishares Tr Core 60 Bala Etf (AOR) | 0.0 | $386k | -2% | 5.6k | 69.50 |
|
| Wells Fargo & Company (WFC) | 0.0 | $384k | -37% | 4.7k | 82.64 |
|
| Boeing Company (BA) | 0.0 | $383k | -10% | 1.8k | 216.46 |
|
| Ishares Tr Core S&p Scp Etf (IJR) | 0.0 | $378k | +29% | 2.5k | 148.30 |
|
| HEICO Corporation (HEI) | 0.0 | $376k | 1.1k | 356.19 |
|
|
| Ishares Tr Global Tech Etf (IXN) | 0.0 | $375k | 2.6k | 144.16 |
|
|
| Ecolab (ECL) | 0.0 | $372k | 1.3k | 279.38 |
|
|
| Hormel Foods Corporation (HRL) | 0.0 | $370k | +13% | 15k | 24.82 |
|
| Ishares Tr 0-3 Mth Treasury (SGOV) | 0.0 | $370k | -15% | 3.7k | 100.67 |
|
| United Parcel Svcs CL B (UPS) | 0.0 | $368k | +17% | 3.4k | 107.50 |
|
| Brookfield Asset Managmt Cl A Lmt Vtg Shs (BAM) | 0.0 | $359k | 8.0k | 44.77 |
|
|
| Vanguard Whitehall Fds High Div Yld (VYM) | 0.0 | $348k | 2.2k | 158.06 |
|
|
| Vaneck Etf Trust Junior Gold Mine (GDXJ) | 0.0 | $346k | +12% | 3.5k | 98.25 |
|
| Vanguard Index Fds Small Cp Etf (VB) | 0.0 | $345k | -15% | 1.1k | 303.16 |
|
| Brown Forman Corp CL B (BF.B) | 0.0 | $343k | 13k | 26.65 |
|
|
| Spdr Series Trust Sp O&g Expl Pro (XOP) | 0.0 | $343k | +3% | 2.2k | 154.15 |
|
| Ishares Tr Core 80 20 Etf (AOA) | 0.0 | $340k | -12% | 3.5k | 97.60 |
|
| Crowdstrike Hldgs Cl A (CRWD) | 0.0 | $340k | NEW | 445.00 | 763.14 |
|
| Asml Hldg Nv N Y Registry Shs (ASML) | 0.0 | $337k | 169.00 | 1994.36 |
|
|
| Wisdomtree Tr Itl Hdg Qtly Div (IHDG) | 0.0 | $333k | 6.4k | 52.38 |
|
|
| Global X Fds Defense Tech Etf (SHLD) | 0.0 | $332k | 5.5k | 59.89 |
|
|
| First Solar (FSLR) | 0.0 | $332k | 1.4k | 235.96 |
|
|
| Ishares Tr Msci Emg Mkt Etf (EEM) | 0.0 | $325k | 4.8k | 68.41 |
|
|
| Flex Ord (FLEX) | 0.0 | $320k | NEW | 2.0k | 162.07 |
|
| Dollar General (DG) | 0.0 | $319k | +44% | 2.8k | 115.11 |
|
| Synopsys (SNPS) | 0.0 | $317k | +29% | 710.00 | 446.07 |
|
| Lowe's Companies (LOW) | 0.0 | $310k | 1.4k | 220.49 |
|
|
| Molson Coors Beverage CL B (TAP) | 0.0 | $309k | +44% | 7.9k | 38.96 |
|
| Gildan Activewear Inc Com Cad (GIL) | 0.0 | $309k | 6.0k | 51.46 |
|
|
| Baxter International (BAX) | 0.0 | $309k | 15k | 21.32 |
|
|
| Select Sector Spdr Tr St Str Energ Etf (XLE) | 0.0 | $308k | -3% | 5.8k | 53.11 |
|
| Iamgold Corp (IAG) | 0.0 | $305k | 19k | 15.84 |
|
|
| Innovator Etfs Trust Us Eqty Pwr Buf (PNOV) | 0.0 | $300k | 6.8k | 44.35 |
|
|
| Gfl Environmental Sub Vtg Shs (GFL) | 0.0 | $300k | NEW | 8.2k | 36.70 |
|
| Innovator Etfs Trust Us Sml Cp Pwr Et (KAPR) | 0.0 | $293k | 7.4k | 39.80 |
|
|
| Global X Fds Us Infr Dev Etf (PAVE) | 0.0 | $288k | NEW | 4.9k | 59.00 |
|
| Innovator Etfs Trust Us Eqty Pwr Bf (PAUG) | 0.0 | $287k | 6.3k | 45.64 |
|
|
| Ishares Msci Eurzone Etf (EZU) | 0.0 | $286k | 4.1k | 69.50 |
|
|
| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.0 | $284k | -17% | 4.0k | 71.25 |
|
| Ishares Tr Us Industrials (IYJ) | 0.0 | $283k | 1.7k | 166.65 |
|
|
| Ishares Bitcoin Trust Etf Shs Ben Int (IBIT) | 0.0 | $283k | -15% | 8.5k | 33.29 |
|
| Motorola Solutions Com New (MSI) | 0.0 | $280k | -7% | 672.00 | 416.50 |
|
| Franco-Nevada Corporation (FNV) | 0.0 | $276k | 1.3k | 208.26 |
|
|
| Unilever Spon Adr New (UL) | 0.0 | $274k | NEW | 4.6k | 60.12 |
|
| State Str Spdr Dow Jones Ind Ut Ser 1 (DIA) | 0.0 | $266k | 510.00 | 522.39 |
|
|
| First Majestic Silver Corp (AG) | 0.0 | $266k | 16k | 16.95 |
|
|
| Blackstone Group Inc Com Cl A (BX) | 0.0 | $263k | 2.2k | 117.67 |
|
|
| Innovator Etfs Trust Us Eqty Pwr Buf (PSEP) | 0.0 | $262k | 5.7k | 46.05 |
|
|
| Brookfield Renewable Corp Cl A Ex Sub Vtg (BEPC) | 0.0 | $261k | 7.0k | 37.10 |
|
|
| Target Corporation (TGT) | 0.0 | $261k | -4% | 2.0k | 130.61 |
|
| Abbott Laboratories (ABT) | 0.0 | $260k | -28% | 2.9k | 90.74 |
|
| Asa Gold And Precious Mtls L SHS (ASA) | 0.0 | $260k | 5.0k | 52.04 |
|
|
| Intuitive Surgical Com New (ISRG) | 0.0 | $257k | +30% | 646.00 | 397.68 |
|
| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 0.0 | $256k | -17% | 4.3k | 59.69 |
|
| Marathon Petroleum Corp (MPC) | 0.0 | $256k | 1.0k | 255.67 |
|
|
| Whirlpool Corporation (WHR) | 0.0 | $252k | +60% | 6.4k | 39.42 |
|
| Kinross Gold Corp (KGC) | 0.0 | $252k | 11k | 23.63 |
|
|
| Schwab Strategic Tr Us Brd Mkt Etf (SCHB) | 0.0 | $246k | 8.5k | 28.96 |
|
|
| Carrier Global Corporation (CARR) | 0.0 | $245k | NEW | 3.3k | 73.35 |
|
| Ishares Tr U.s. Bas Mtl Etf (IYM) | 0.0 | $245k | 1.4k | 179.18 |
|
|
| Aon Shs Cl A (AON) | 0.0 | $240k | -13% | 723.00 | 331.90 |
|
| Shell Spon Ads (SHEL) | 0.0 | $239k | 3.1k | 77.55 |
|
|
| Vizsla Silver Corp Com New (VZLA) | 0.0 | $239k | +120% | 73k | 3.28 |
|
| Texas Capital Bancshares (TCBI) | 0.0 | $238k | 2.3k | 103.26 |
|
|
| Valero Energy Corporation (VLO) | 0.0 | $235k | +8% | 903.00 | 260.53 |
|
| Air Products & Chemicals (APD) | 0.0 | $235k | 800.00 | 293.18 |
|
|
| Seagate Technology Hldngs Pl Ord Shs (STX) | 0.0 | $233k | NEW | 241.00 | 965.74 |
|
| Innovator Etfs Trust Intrnl Dev Jan (IJAN) | 0.0 | $232k | 6.1k | 38.08 |
|
|
| Restaurant Brands Intl Inc Com equity / large cap (QSR) | 0.0 | $231k | 3.2k | 72.39 |
|
|
| Lam Research Corp Com New (LRCX) | 0.0 | $225k | NEW | 518.00 | 433.68 |
|
| Ishares Tr Core 40 Mode Etf (AOM) | 0.0 | $222k | -2% | 4.5k | 49.89 |
|
| Archer Daniels Midland Company (ADM) | 0.0 | $222k | -42% | 2.9k | 76.40 |
|
| Ishares Core Msci Emkt (IEMG) | 0.0 | $220k | -22% | 2.7k | 82.83 |
|
| salesforce (CRM) | 0.0 | $219k | 1.4k | 156.66 |
|
|
| Edwards Lifesciences (EW) | 0.0 | $216k | NEW | 2.4k | 90.45 |
|
| Dex (DXCM) | 0.0 | $216k | NEW | 3.2k | 67.35 |
|
| Sterling Construction Company (STRL) | 0.0 | $214k | NEW | 255.00 | 839.36 |
|
| Raytheon Technologies Corp (RTX) | 0.0 | $209k | 1.1k | 189.73 |
|
|
| British Amern Tob Sponsored Adr (BTI) | 0.0 | $209k | -7% | 3.4k | 61.76 |
|
| Western Digital (WDC) | 0.0 | $208k | NEW | 325.00 | 638.72 |
|
| Rivian Automotive Com Cl A (RIVN) | 0.0 | $207k | NEW | 12k | 17.35 |
|
| Schwab Strategic Tr Fundamental Us L (FNDX) | 0.0 | $206k | NEW | 6.6k | 31.10 |
|
| Ishares Tr Expnd Tec Sc Etf (IGM) | 0.0 | $205k | NEW | 1.3k | 163.58 |
|
| Fortuna Mng Corp Com New (FSM) | 0.0 | $163k | -14% | 19k | 8.44 |
|
| Integra Res Corp (ITRG) | 0.0 | $155k | 70k | 2.22 |
|
|
| Lloyds Banking Group Sponsored Adr (LYG) | 0.0 | $146k | NEW | 25k | 5.83 |
|
| Viemed Healthcare (VMD) | 0.0 | $142k | 13k | 11.40 |
|
|
| Hudson Technologies (HDSN) | 0.0 | $74k | 13k | 5.74 |
|
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 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
- Cardinal Point Capital Management, ULC 2022 Q4 filed June 14, 2023