EdgeMarket › What Cardinal Point Capital Management, Ulc reported owning
What Cardinal Point Capital Management, Ulc reported owning
As filed on Form 13F for the quarter ending 2026-03-31, up to 45 days after that date. Long-only US-listed equity — shorts, bonds, cash and non-US listings are not on the form, so this is one leg of the book, not the book.
Reported value
1.6BPositions
286Quarter
2026-03-31Shown below
50largest by value
| holding | value | % of book | shares | price | 1y |
|---|---|---|---|---|---|
| VTI Vanguard Morningstar Total Stock Market ETF | 196.3M | 12.0% | 612.0K | 378.24 | +20.5% |
| USFR WisdomTree Floating Rate Treasury Fund | 74.2M | 4.6% | 1.5M | 50.49 | +0.1% |
| VEU Vanguard FTSE All World Ex US ETF | 68.0M | 4.2% | 904.9K | 85.69 | +23.3% |
| VGIT Vanguard Intermediate-Term Treasury ETF | 67.9M | 4.2% | 1.1M | 58.31 | -2.3% |
| DFAX Dimensional World ex U.S. Core Equity 2 ETF | 66.2M | 4.1% | 1.9M | 38.16 | +24.9% |
| AAPL Apple Inc. | 59.6M | 3.7% | 234.6K | 309.35 | +36.9% |
| LRGF iShares U.S. Equity Factor ETF | 48.3M | 3.0% | 731.9K | 77.96 | +18.0% |
| DFAC Dimensional U.S. Core Equity 2 ETF | 39.9M | 2.4% | 1.0M | 45.61 | +22.8% |
| MUB iShares National Muni Bond ETF | 38.1M | 2.3% | 359.3K | 105.34 | +1.2% |
| DBMF iMGP DBi Managed Futures Strategy ETF | 37.2M | 2.3% | 1.2M | 31.37 | +21.6% |
| RY ROYAL BANK OF CANADA | 31.7M | 1.9% | 196.5K | 205.23 | +50.4% |
| PYLD PIMCO Multisector Bond Active Exchange-Traded | 31.0M | 1.9% | 1.2M | 26.16 | -1.4% |
| GOOG Alphabet Inc. | 29.0M | 1.8% | 101.2K | 341.75 | +70.7% |
| TD TORONTO DOMINION BANK | 27.3M | 1.7% | 293.0K | 117.15 | +58.9% |
| IAU ISHARES GOLD TRUST | 26.7M | 1.6% | 303.4K | 86.79 | +37.5% |
| NVDA NVIDIA CORP | 26.7M | 1.6% | 153.1K | 214.72 | +22.4% |
| MINO PIMCO Municipal Income Opportunities Active Ex | 26.5M | 1.6% | 585.8K | 44.75 | +1.6% |
| TFLO iShares Treasury Floating Rate Bond ETF | 26.1M | 1.6% | 514.6K | 50.62 | +0.1% |
| SU SUNCOR ENERGY INC | 25.0M | 1.5% | 378.5K | 68.42 | +77.3% |
| BMO BANK OF MONTREAL /CAN/ | 23.9M | 1.5% | 176.7K | 174.43 | +54.7% |
| VBIL Vanguard 0-3 Month Treasury Bill ETF | 20.7M | 1.3% | 273.1K | 75.66 | +0.2% |
| WMT Walmart Inc. | 20.4M | 1.3% | 164.4K | 103.70 | +1.1% |
| CSCO CISCO SYSTEMS, INC. | 18.4M | 1.1% | 237.6K | 111.04 | +65.5% |
| JNJ JOHNSON & JOHNSON | 18.1M | 1.1% | 74.0K | 270.24 | +51.1% |
| JPM JPMORGAN CHASE & CO | 17.9M | 1.1% | 60.9K | 351.58 | +20.3% |
| ENB ENBRIDGE INC | 17.8M | 1.1% | 328.2K | 50.46 | +5.1% |
| MSFT MICROSOFT CORP | 17.4M | 1.1% | 47.1K | 483.24 | -4.4% |
| MFC MANULIFE FINANCIAL CORP | 16.2M | 1.0% | 471.4K | 42.51 | +41.3% |
| TRP TC ENERGY CORP | 15.8M | 1.0% | 252.7K | 62.02 | +19.6% |
| NEM NEWMONT Corp /DE/ | 15.4M | 0.9% | 142.6K | 131.58 | +90.7% |
| BNS BANK OF NOVA SCOTIA | 14.9M | 0.9% | 215.5K | 87.57 | +54.4% |
| AEM AGNICO EAGLE MINES LTD | 14.0M | 0.9% | 69.1K | 216.06 | +60.4% |
| CNI CANADIAN NATIONAL RAILWAY CO | 13.9M | 0.9% | 135.1K | 129.84 | +38.4% |
| GDX VanEck Gold Miners ETF | 13.7M | 0.8% | 149.8K | 102.83 | +76.3% |
| RCI ROGERS COMMUNICATIONS INC | 12.8M | 0.8% | 333.1K | 36.27 | +2.6% |
| SUNC SunocoCorp LLC | 12.5M | 0.8% | 203.5K | 77.26 | — |
| PM Philip Morris International Inc. | 12.1M | 0.7% | 73.2K | 188.23 | +8.9% |
| unmapped CUSIP 084670702 | 11.8M | 0.7% | 24.5K | — | — |
| CNQ CANADIAN NATURAL RESOURCES Ltd | 11.2M | 0.7% | 230.2K | 51.40 | +73.5% |
| BBUC Brookfield Business Corp | 11.1M | 0.7% | 353.0K | 28.65 | -14.8% |
| PEP PEPSICO INC | 11.1M | 0.7% | 71.5K | 143.48 | -4.8% |
| VTEB Vanguard Tax-Exempt Bond ETF | 11.0M | 0.7% | 220.2K | 49.54 | +1.4% |
| FTLS First Trust Long/Short Equity | 10.4M | 0.6% | 147.4K | 75.94 | +12.6% |
| ORCL ORACLE CORP | 10.3M | 0.6% | 69.8K | 146.47 | -37.7% |
| FDX FEDEX CORP | 10.2M | 0.6% | 28.7K | 325.08 | +43.1% |
| OTEX OPEN TEXT CORP | 9.9M | 0.6% | 446.9K | 24.66 | -23.0% |
| GOOGL Alphabet Inc. | 9.5M | 0.6% | 33.0K | 344.82 | +73.0% |
| PFE PFIZER INC | 9.2M | 0.6% | 329.1K | 28.07 | +10.6% |
| IBM INTERNATIONAL BUSINESS MACHINES CORP | 9.0M | 0.6% | 37.3K | 235.68 | -2.8% |
| CVS CVS HEALTH Corp | 8.8M | 0.5% | 122.7K | 93.02 | +31.3% |
A position that grew quarter on quarter may simply reflect a higher price: if the stock rose 40% and the manager did nothing, the reported value rose 40%. Reading that as accumulation is reading the price back to yourself. More on that →
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