Home › Cardinal Point Capital Management ULC

Cardinal Point Capital Management ULC 13F holdings

Filed 2026-07-14 · Cardinal Point Capital Management ULC · 294 positions · $1.8B

View QoQ Changes Export CSV

TickerCompanySharesValue% of portfolio
VTIVANGUARD INDEX FDS619.0K$229.1M13.0%
VEUVANGUARD INTL EQUITY INDEX F918.2K$76.9M4.4%
DFAXDIMENSIONAL ETF TRUST2.0M$72.3M4.1%
USFRWISDOMTREE TR1.4M$72.3M4.1%
VGITVANGUARD SCOTTSDALE FDS1.2M$70.0M4.0%
AAPLAPPLE INC241.1K$69.8M4.0%
LRGFISHARES TR736.7K$55.7M3.2%
DFACDIMENSIONAL ETF TRUST1.0M$46.0M2.6%
RYROYAL BK CDA192.8K$39.8M2.3%
MUBISHARES TR368.0K$39.6M2.2%
DBMFLITMAN GREGORY FDS TR1.3M$38.5M2.2%
GOOGALPHABET INC106.7K$37.7M2.1%
TDTORONTO DOMINION BK ONT286.0K$34.7M2.0%
PYLDPIMCO ETF TR1.3M$33.6M1.9%
BMOBANK MONTREAL MEDIUM175.5K$31.0M1.8%
NVDANVIDIA CORPORATION153.7K$30.8M1.7%
MINOPIMCO ETF TR590.0K$27.0M1.5%
VBILVANGUARD INSTL INDEX FD320.7K$24.3M1.4%
IAUISHARES GOLD TR295.3K$22.3M1.3%
JPMJPMORGAN CHASE & CO61.0K$20.0M1.1%
SUSUNCOR ENERGY INC NEW370.0K$19.9M1.1%
TFLOISHARES TR373.1K$18.9M1.1%
MFCMANULIFE FINL CORP465.9K$18.9M1.1%
CSCOCISCO SYS INC159.2K$18.7M1.1%
BNSBANK NOVA SCOTIA B C214.4K$18.6M1.1%
JNJJOHNSON & JOHNSON72.8K$18.5M1.0%
WMTWALMART INC159.4K$18.1M1.0%
MSFTMICROSOFT CORP47.9K$17.9M1.0%
ENBENBRIDGE INC321.1K$17.4M1.0%
TRPTC ENERGY CORP252.1K$16.7M0.9%
CNICANADIAN NATL RY CO135.0K$16.1M0.9%
SUNCSUNOCOCORP LLC201.8K$13.7M0.8%
BRK-BBERKSHIRE HATHAWAY INC DEL26.7K$13.4M0.8%
PMPHILIP MORRIS INTL INC73.4K$13.3M0.8%
NEMNEWMONT CORP141.4K$13.2M0.7%
CVSCVS HEALTH CORP123.8K$12.8M0.7%
FTLSFIRST TR EXCH TRADED FD III153.7K$11.3M0.6%
GOOGLALPHABET INC31.5K$11.3M0.6%
GDXVANECK ETF TRUST148.6K$11.2M0.6%
AEMAGNICO EAGLE MINES LTD70.8K$11.0M0.6%
IBMINTERNATIONAL BUSINESS MACHS39.0K$11.0M0.6%
RCIROGERS COMMUNICATIONS INC331.1K$10.8M0.6%
BBUCBROOKFIELD BUSINESS CORP355.0K$10.6M0.6%
VTEBVANGUARD MUN BD FDS205.0K$10.4M0.6%
ORCLORACLE CORP70.3K$10.3M0.6%
OTEXOPEN TEXT CORP447.4K$9.9M0.6%
PEPPEPSICO INC71.8K$9.7M0.6%
CNQCANADIAN NAT RES LTD MED TER232.1K$9.2M0.5%
AMZNAMAZON COM INC38.1K$9.1M0.5%
TSLATESLA INC21.0K$8.8M0.5%
FDXFEDEX CORP28.2K$8.8M0.5%
DFSUDIMENSIONAL ETF TRUST182.6K$8.5M0.5%
GIBCGI INC124.3K$8.0M0.5%
PFEPFIZER INC332.1K$8.0M0.5%
COSTCOSTCO WHOLESALE CORPORATION8.4K$7.8M0.4%
VVISA INC22.0K$7.6M0.4%
VGTVANGUARD WORLD FD52.9K$6.3M0.4%
FIXCOMFORT SYS USA INC3.1K$6.2M0.4%
VOOVANGUARD INDEX FDS8.4K$5.8M0.3%
GLWCORNING INC22.2K$5.7M0.3%
Top Fund Holdings
13F
Top Fund Holdings

What did the whales just file?

Funds
Funds
{{ r.name }}CIK {{ r.cik }}
→
Stocks
Stocks
{{ sm.ticker }} — {{ sm.name }}See who holds it
→
No 13F filers or stocks match “{{ searchQuery }}”. Try a ticker like AAPL or a manager name like Buffett.
{{ searchError }} Refresh and try again, or search a shorter name.

13F data from SEC EDGAR. Quotes are delayed and not for trading. Not investment advice.

Most widely searched
Person / Company
Value
{{ f.person }}{{ f.name }}
{{ f.value }}
Most widely held
Ticker
Company
Funds
{{ s.ticker }}
{{ s.name }}
{{ s.holders }}
› {{ activeFund.name }}

{{ activeFund.name }}

Filed {{ activeFund.filedDate }} · {{ activeFund.quarter }}
Portfolio Value{{ activeFund.value }}
Positions{{ activeFund.positions }}
{{ activeFund.errorMsg }}
{{ activeFund.holdingsNoteText }}
{{ activeFund.holdingsViewNote }}

Holdings {{ activeFund.holdingsCountLabel }}

Ticker
Company
{{ sortSharesLabel }}
{{ sortShareChgLabel }}
{{ sortValueLabel }}
{{ sortPctLabel }}
{{ sortPriorLabel }}
{{ sortFirstLabel }}
{{ sortPaidLabel }}
{{ sortNowLabel }}
{{ sortEstLabel }}
{{ h.ticker }}
{{ h.companyLabel }}
{{ h.shares }}
{{ h.shareChg }}
{{ h.value }}
{{ h.pct }}
{{ h.priorPct }}
{{ h.firstHeld }}
{{ h.estPaid }}
{{ h.priceNow }}
{{ h.estReturn }}
› {{ stockPageQuery }}

Who holds {{ stockPageQuery }}

{{ stockPageSubtitle }}
{{ quote.ticker }} {{ quote.price }} {{ quote.change }} ({{ quote.changePct }}) {{ quote.asOf }} · {{ quote.marketStatus }} · Chart
{{ stockSharesNote }}
{{ stockPageProgressText }}
{{ stockPageError }} Try again in a moment, or search the fund that holds it.

Holders

Fund
{{ sortHoldersSharesLabel }}
{{ sortHoldersValueLabel }}
{{ sortHoldersPctLabel }}
{{ sortHoldersOwnLabel }}
{{ sr.fundName }}
{{ sr.shares }}
{{ sr.value }}
{{ sr.pct }}
{{ sr.ownership }}
No filers found reporting a position in {{ stockPageQuery }}. Try the CUSIP or a different share class.
› › QoQ

{{ activeFund.name }} — Quarter-over-Quarter
{{ g.label }}
Ticker
Company
Shares
Value
{{ compareFromPctLabel }}
{{ compareToPctLabel }}
Change
{{ h.ticker }}
{{ h.company }}
{{ h.detail1 }}
{{ h.detail2 }}
{{ h.pct }}
{{ h.priorPct }}
{{ h.change }}
13F data from SEC EDGAR. Quotes are delayed and not for trading. Not investment advice.
Loading {{ quote.name }}