The Analysis of Cardinal Point Capital Management ULC's Holdings
Currently, Cardinal Point Capital Management ULC holds 260 types of securities in its portfolio with a total value $1.5B. In the most recent quarter, they have increased their positions in MINO (+515.9K shares, valued at $23.5M), N/A (+204.2K shares, valued at $10.1M), VGIT (+97.0K shares, valued at $5.8M); decreased their positions in N/A (-5.1K shares, valued at $1.6M), CMCSA (-39.4K shares, valued at $1.2M), AAPL (-4.2K shares, valued at $1.1M); initiated new positions in N/A (+204.2K shares, valued at $10.1M), SCHW (+52.0K shares, valued at $5.2M), N/A (+18.6K shares, valued at $3.0M). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
VTI VANGUARD INDEX FDS581.8K shares2.15%2025-12-312026-02-05
AAPL APPLE INC274.2K shares-1.50%2025-12-312026-02-05 USFR WISDOMTREE TR1.4M shares0.77%2025-12-312026-02-05 VGIT VANGUARD SCOTTSDALE FDS1.1M shares9.79%2025-12-312026-02-05 DFAX DIMENSIONAL ETF TRUST1.8M shares2.92%2025-12-312026-02-05 VEU VANGUARD INTL EQUITY INDEX F814.6K shares4.47%2025-12-312026-02-05 LRGF ISHARES TR741.2K shares2.55%2025-12-312026-02-05 DFAC DIMENSIONAL ETF TRUST969.7K shares3.81%2025-12-312026-02-05 MUB ISHARES TR356.4K shares2.00%2025-12-312026-02-05 RY ROYAL BK CDA198.0K shares-0.52%2025-12-312026-02-05 DBMF LITMAN GREGORY FDS TR1.2M shares3.70%2025-12-312026-02-05 ALPHABET INC ALPHABET INC102.5K shares-4.78%2025-12-312026-02-05 PYLD PIMCO ETF TR1.1M shares7.79%2025-12-312026-02-05 TD TORONTO DOMINION BK ONT296.9K shares-0.58%2025-12-312026-02-05 MINO PIMCO ETF TR555.5K shares1302.67%2025-12-312026-02-05 BMO BANK MONTREAL QUE178.5K shares0.59%2025-12-312026-02-05 TFLO ISHARES TR388.9K shares20.89%2025-12-312026-02-05 JPM JPMORGAN CHASE & CO.60.2K shares1.18%2025-12-312026-02-05 WMT WALMART INC170.5K shares3.44%2025-12-312026-02-05 CSCO CISCO SYS INC244.2K shares1.21%2025-12-312026-02-05 SU SUNCOR ENERGY INC NEW395.3K shares2.33%2025-12-312026-02-05 MFC MANULIFE FINL CORP464.7K shares2.50%2025-12-312026-02-05 BNS BANK NOVA SCOTIA HALIFAX220.0K shares0.44%2025-12-312026-02-05 JNJ JOHNSON & JOHNSON76.4K shares0.96%2025-12-312026-02-05 ENB ENBRIDGE INC327.8K shares-0.28%2025-12-312026-02-05 NEM NEWMONT CORP140.5K shares0.02%2025-12-312026-02-05 TRP TC ENERGY CORP254.1K shares0.66%2025-12-312026-02-05 MSFT MICROSOFT CORP28.5K shares8.09%2025-12-312026-02-05 ORCL ORACLE CORP69.6K shares4.74%2025-12-312026-02-05 CNI CANADIAN NATL RY CO132.5K shares6.47%2025-12-312026-02-05 GDX VANECK ETF TRUST152.7K shares-1.15%2025-12-312026-02-05 RCI ROGERS COMMUNICATIONS INC328.0K shares-0.69%2025-12-312026-02-05 PM PHILIP MORRIS INTL INC76.4K shares11.03%2025-12-312026-02-05 AEM AGNICO EAGLE MINES LTD69.4K shares-1.43%2025-12-312026-02-05 IBM INTERNATIONAL BUSINESS MACHS37.0K shares0.87%2025-12-312026-02-05 ALPHABET INC ALPHABET INC34.2K shares2.43%2025-12-312026-02-05 GIB CGI INC112.1K shares4.37%2025-12-312026-02-05 PEP PEPSICO INC71.2K shares2.87%2025-12-312026-02-05 SUNOCOCORP LLC SUNOCOCORP LLC204.2K sharesnew addition2025-12-312026-02-05 CVS CVS HEALTH CORP122.6K shares-1.10%2025-12-312026-02-05 FTLS FIRST TR EXCH TRADED FD III135.6K shares6.47%2025-12-312026-02-05 BBU BROOKFIELD BUSINESS PARTNERS236.4K shares0.35%2025-12-312026-02-05 OTEX OPEN TEXT CORP256.5K shares-0.64%2025-12-312026-02-05 FDX FEDEX CORP28.8K shares4.68%2025-12-312026-02-05 DFSU DIMENSIONAL ETF TRUST190.3K shares0.75%2025-12-312026-02-05 PFE PFIZER INC323.7K shares2.99%2025-12-312026-02-05 V VISA INC22.6K shares0.98%2025-12-312026-02-05 TSLA TESLA INC17.3K shares-0.22%2025-12-312026-02-05 CNQ CANADIAN NAT RES LTD228.2K shares4.05%2025-12-312026-02-05 AMZN AMAZON COM INC32.7K shares12.19%2025-12-312026-02-05 NVDA NVIDIA CORPORATION38.1K shares3.67%2025-12-312026-02-05 COST COSTCO WHSL CORP NEW7.9K shares0.72%2025-12-312026-02-05 KVUE KENVUE INC303.7K shares-10.09%2025-12-312026-02-05 SCHW SCHWAB CHARLES CORP52.0K sharesnew addition2025-12-312026-02-05 CMCSA COMCAST CORP NEW173.4K shares-18.52%2025-12-312026-02-05 VGT VANGUARD WORLD FD6.2K shares-0.19%2025-12-312026-02-05 DIS DISNEY WALT CO40.7K shares-1.21%2025-12-312026-02-05 BBUC BROOKFIELD BUSINESS CORP119.1K shares4.61%2025-12-312026-02-05 CVE CENOVUS ENERGY INC243.7K shares-0.37%2025-12-312026-02-05 FIX COMFORT SYS USA INC4.4K shares-1.68%2025-12-312026-02-05 VTRS VIATRIS INC327.7K shares0.18%2025-12-312026-02-05 MCD MCDONALDS CORP12.5K shares6.24%2025-12-312026-02-05 SPY SPDR S&P 500 ETF TR5.2K shares1.00%2025-12-312026-02-05 DFSI DIMENSIONAL ETF TRUST74.8K shares3.24%2025-12-312026-02-05 CM CANADIAN IMPERIAL BANK OF CO29.4K shares-0.12%2025-12-312026-02-05 BN BROOKFIELD CORP52.1K shares48.05%2025-12-312026-02-05 AGI ALAMOS GOLD INC NEW60.1K shares0.00%2025-12-312026-02-05 TU TELUS CORPORATION174.3K shares6.03%2025-12-312026-02-05 GLW CORNING INC26.2K shares-2.60%2025-12-312026-02-05 EQX EQUINOX GOLD CORP159.1K shares-3.43%2025-12-312026-02-05 NKE NIKE INC34.9K shares4.57%2025-12-312026-02-05 EAOR ISHARES TR61.7K shares-0.33%2025-12-312026-02-05 BAC BANK AMERICA CORP38.8K shares1.81%2025-12-312026-02-05 TAC TRANSALTA CORP168.4K shares2.32%2025-12-312026-02-05 META META PLATFORMS INC3.2K shares-11.79%2025-12-312026-02-05 SLF SUN LIFE FINANCIAL INC.33.2K shares3.98%2025-12-312026-02-05 SUSB ISHARES TR80.3K shares2.81%2025-12-312026-02-05 ITA ISHARES TR9.2K shares0.00%2025-12-312026-02-05 EL LAUDER ESTEE COS INC18.5K shares9.58%2025-12-312026-02-05 CITIGROUP INC CITIGROUP INC16.4K shares-6.10%2025-12-312026-02-05 YETI YETI HLDGS INC41.8K shares0.72%2025-12-312026-02-05 NGD NEW GOLD INC CDA205.6K shares0.00%2025-12-312026-02-05 NFLX NETFLIX INC18.9K shares930.62%2025-12-312026-02-05 CDNS CADENCE DESIGN SYSTEM INC5.5K shares-2.29%2025-12-312026-02-05 XLK SELECT SECTOR SPDR TR11.6K shares108.51%2025-12-312026-02-05 CRBN ISHARES TR7.0K shares-1.19%2025-12-312026-02-05 UNH UNITEDHEALTH GROUP INC4.8K shares20.93%2025-12-312026-02-05 ABBV ABBVIE INC6.9K shares4.57%2025-12-312026-02-05 VZ VERIZON COMMUNICATIONS INC37.5K shares0.54%2025-12-312026-02-05 BRK.A BERKSHIRE HATHAWAY INC DEL2 shares0.00%2025-12-312026-02-05 PYPL PAYPAL HLDGS INC25.5K shares41.74%2025-12-312026-02-05 IVV ISHARES TR2.1K shares2.59%2025-12-312026-02-05 HD HOME DEPOT INC4.2K shares46.06%2025-12-312026-02-05 BCE BCE INC59.7K shares-1.13%2025-12-312026-02-05 CL COLGATE PALMOLIVE CO18.0K shares0.30%2025-12-312026-02-05 XOM EXXON MOBIL CORP11.5K shares56.07%2025-12-312026-02-05 EAOA ISHARES TR33.5K shares0.34%2025-12-312026-02-05 GEV GE VERNOVA INC2.0K shares29.97%2025-12-312026-02-05 PAAS PAN AMERN SILVER CORP24.4K shares-9.61%2025-12-312026-02-05 GILD GILEAD SCIENCES INC10.3K shares-4.62%2025-12-312026-02-05 GLD SPDR GOLD TR3.2K shares18.50%2025-12-312026-02-05 LOW LOWES COS INC5.2K shares-9.62%2025-12-312026-02-05 CMI CUMMINS INC2.4K shares141.20%2025-12-312026-02-05 BIP BROOKFIELD INFRAST PARTNERS35.2K shares-1.30%2025-12-312026-02-05 SNPS SYNOPSYS INC2.5K shares-28.51%2025-12-312026-02-05 EAGG ISHARES TR23.9K shares-5.00%2025-12-312026-02-05 MGNI MAGNITE INC68.5K shares84.70%2025-12-312026-02-05 MA MASTERCARD INCORPORATED1.9K shares0.84%2025-12-312026-02-05 GS GOLDMAN SACHS GROUP INC1.2K shares0.00%2025-12-312026-02-05 EWC ISHARES INC19.2K shares34.85%2025-12-312026-02-05 UBER UBER TECHNOLOGIES INC11.9K shares2.68%2025-12-312026-02-05 PG PROCTER AND GAMBLE CO6.6K shares5.79%2025-12-312026-02-05 PBA PEMBINA PIPELINE CORP23.9K shares-2.05%2025-12-312026-02-05 PJUL INNOVATOR ETFS TRUST19.5K shares0.00%2025-12-312026-02-05 TJX TJX COS INC NEW5.8K shares0.00%2025-12-312026-02-05 MPC MARATHON PETE CORP5.2K sharesnew addition2025-12-312026-02-05 IWF ISHARES TR1.8K shares-1.66%2025-12-312026-02-05 DFSE DIMENSIONAL ETF TRUST20.2K shares0.96%2025-12-312026-02-05 ICLN ISHARES TR50.1K shares1.41%2025-12-312026-02-05 IAPR INNOVATOR ETFS TRUST26.6K shares0.00%2025-12-312026-02-05 ARMN ARIS MNG CORP45.8K shares-11.75%2025-12-312026-02-05 BMY BRISTOL-MYERS SQUIBB CO13.8K shares-16.15%2025-12-312026-02-05 DGRO ISHARES TR10.7K shares0.98%2025-12-312026-02-05 CAE CAE INC23.2K shares-0.86%2025-12-312026-02-05 LLY ELI LILLY & CO656 shares1.71%2025-12-312026-02-05 BEP BROOKFIELD RENEWABLE PARTNER25.6K shares-4.57%2025-12-312026-02-05 VNQ VANGUARD INDEX FDS7.4K sharesnew addition2025-12-312026-02-05 BGRN ISHARES TR13.4K shares2.11%2025-12-312026-02-05 IRM IRON MTN INC DEL7.6K shares-7.20%2025-12-312026-02-05 DFAU DIMENSIONAL ETF TRUST13.5K shares0.26%2025-12-312026-02-05 WPM WHEATON PRECIOUS METALS CORP5.2K shares2.82%2025-12-312026-02-05 RSG REPUBLIC SVCS INC2.9K sharesnew addition2025-12-312026-02-05 LUV SOUTHWEST AIRLS CO14.2K shares0.00%2025-12-312026-02-05 FIVN FIVE9 INC29.2K shares-25.33%2025-12-312026-02-05 AVUV AMERICAN CENTY ETF TR5.7K shares0.00%2025-12-312026-02-05 IWM ISHARES TR2.4K shares-25.33%2025-12-312026-02-05 GE AEROSPACE GE AEROSPACE1.8K shares15.07%2025-12-312026-02-05 WM WASTE MGMT INC DEL2.5K shares2.27%2025-12-312026-02-05 NTR NUTRIEN LTD9.0K shares-1.30%2025-12-312026-02-05 TFII TFI INTL INC5.3K shares7.66%2025-12-312026-02-05 FTS FORTIS INC10.6K shares-4.12%2025-12-312026-02-05 REMX VANECK ETF TRUST7.4K shares36.45%2025-12-312026-02-05 MU MICRON TECHNOLOGY INC1.9K shares46.30%2025-12-312026-02-05 CVX CHEVRON CORP NEW3.5K shares0.00%2025-12-312026-02-05 BTG B2GOLD CORP119.5K shares-5.24%2025-12-312026-02-05 PJUN INNOVATOR ETFS TRUST12.8K shares0.00%2025-12-312026-02-05 IAG IAMGOLD CORP31.6K shares-19.41%2025-12-312026-02-05 SOBO SOUTH BOW CORP18.9K shares-2.88%2025-12-312026-02-05 ABT ABBOTT LABS4.1K shares9.95%2025-12-312026-02-05 MCK MCKESSON CORP616 shares-4.64%2025-12-312026-02-05 ETFS GOLD TR ETFS GOLD TR11.7K shares0.00%2025-12-312026-02-05 TXT TEXTRON INC5.5K shares-26.72%2025-12-312026-02-05 XLE SELECT SECTOR SPDR TR10.5K sharesnew addition2025-12-312026-02-05 BOXX EA SERIES TRUST4.0K shares0.00%2025-12-312026-02-05 DBC INVESCO DB COMMDY INDX TRCK20.4K shares0.00%2025-12-312026-02-05 FI FISERV INC6.8K shares-27.69%2025-12-312026-02-05 IHDG WISDOMTREE TR9.2K shares0.00%2025-12-312026-02-05 MS MORGAN STANLEY2.5K shares0.36%2025-12-312026-02-05 SBUX STARBUCKS CORP5.2K shares-7.17%2025-12-312026-02-05 WFC WELLS FARGO CO NEW4.7K shares0.00%2025-12-312026-02-05 SLSR SOLARIS RES INC53.5K shares0.00%2025-12-312026-02-05 BA BOEING CO2.0K shares3.14%2025-12-312026-02-05 GDXJ VANECK ETF TRUST3.5K shares0.00%2025-12-312026-02-05 PUBM PUBMATIC INC45.0K shares13.92%2025-12-312026-02-05 IEFA ISHARES TR4.4K shares-0.09%2025-12-312026-02-05 KGC KINROSS GOLD CORP14.1K shares-22.59%2025-12-312026-02-05 ASA ASA GOLD AND PRECIOUS MTLS L6.6K shares-18.07%2025-12-312026-02-05 SCHX SCHWAB STRATEGIC TR14.5K shares43.92%2025-12-312026-02-05 VTV VANGUARD INDEX FDS2.0K sharesnew addition2025-12-312026-02-05 TECK TECK RESOURCES LTD7.9K sharesnew addition2025-12-312026-02-05 GIL GILDAN ACTIVEWEAR INC6.0K sharesnew addition2025-12-312026-02-05 AG FIRST MAJESTIC SILVER CORP22.4K shares0.00%2025-12-312026-02-05 CRM SALESFORCE INC1.4K shares-2.78%2025-12-312026-02-05 AOR ISHARES TR5.7K shares2.80%2025-12-312026-02-05 IWB ISHARES TR979 shares-0.20%2025-12-312026-02-05 FNV FRANCO NEV CORP1.8K shares0.00%2025-12-312026-02-05 QUAL ISHARES TR1.8K shares0.00%2025-12-312026-02-05 PPTA PERPETUA RESOURCES CORP15.0K shares0.00%2025-12-312026-02-05 VEA VANGUARD TAX-MANAGED FDS5.8K shares5.12%2025-12-312026-02-05 ESGV VANGUARD WORLD FD3.0K shares36.41%2025-12-312026-02-05 NOW SERVICENOW INC2.3K shares424.72%2025-12-312026-02-05 DFAI DIMENSIONAL ETF TRUST9.4K shares0.67%2025-12-312026-02-05 AAUC ALLIED GOLD CORP15.5K shares-10.95%2025-12-312026-02-05 ECL ECOLAB INC1.3K shares12.91%2025-12-312026-02-05 MSI MOTOROLA SOLUTIONS INC898 shares0.00%2025-12-312026-02-05 BSV VANGUARD BD INDEX FDS4.2K sharesnew addition2025-12-312026-02-05 IBIT ISHARES BITCOIN TRUST ETF6.6K shares-12.16%2025-12-312026-02-05 VYM VANGUARD WHITEHALL FDS2.3K shares0.00%2025-12-312026-02-05 AIOT POWERFLEET INC60.5K shares0.00%2025-12-312026-02-05 AOA ISHARES TR3.6K shares4.84%2025-12-312026-02-05 FSLR FIRST SOLAR INC1.2K shares0.00%2025-12-312026-02-05 ADM ARCHER DANIELS MIDLAND CO5.5K shares-1.79%2025-12-312026-02-05 IWD ISHARES TR1.5K shares-1.75%2025-12-312026-02-05 BOND PIMCO ETF TR3.2K shares-13.46%2025-12-312026-02-05 CARR CARRIER GLOBAL CORPORATION5.5K shares-24.73%2025-12-312026-02-05 BF.B BROWN FORMAN CORP11.2K shares12.00%2025-12-312026-02-05 DAL DELTA AIR LINES INC DEL4.2K shares0.00%2025-12-312026-02-05 UPS UNITED PARCEL SERVICE INC2.9K shares15.84%2025-12-312026-02-05 PNOV INNOVATOR ETFS TRUST6.8K shares0.00%2025-12-312026-02-05 FSM FORTUNA MNG CORP28.8K shares-21.12%2025-12-312026-02-05 VO VANGUARD INDEX FDS956 sharesnew addition2025-12-312026-02-05 FBND FIDELITY MERRIMACK STR TR5.9K shares0.00%2025-12-312026-02-05 IXN ISHARES TR2.6K shares0.00%2025-12-312026-02-05 PAUG INNOVATOR ETFS TRUST6.3K shares0.00%2025-12-312026-02-05 XOP SPDR SERIES TRUST2.1K shares0.00%2025-12-312026-02-05 EEM ISHARES TR5.0K shares0.00%2025-12-312026-02-05 T AT&T INC10.7K shares-4.84%2025-12-312026-02-05 IJH ISHARES TR4.0K shares0.02%2025-12-312026-02-05 QXO QXO INC13.7K sharesnew addition2025-12-312026-02-05 EZU ISHARES INC4.1K shares0.00%2025-12-312026-02-05 KAPR INNOVATOR ETFS TRUST7.4K shares0.00%2025-12-312026-02-05 ETSY ETSY INC4.7K shares-2.61%2025-12-312026-02-05 DG DOLLAR GEN CORP NEW1.9K shares-9.43%2025-12-312026-02-05 CVNA CARVANA CO600 sharesnew addition2025-12-312026-02-05 IYJ ISHARES TR1.7K shares-5.56%2025-12-312026-02-05 PSEP INNOVATOR ETFS TRUST5.7K shares0.00%2025-12-312026-02-05 QSR RESTAURANT BRANDS INTL INC3.6K shares-7.82%2025-12-312026-02-05 SPDW SPDR INDEX SHS FDS5.5K shares0.00%2025-12-312026-02-05 DIA SPDR DOW JONES INDL AVERAGE510 shares0.00%2025-12-312026-02-05 VWO VANGUARD INTL EQUITY INDEX F4.5K shares9.81%2025-12-312026-02-05 HRL HORMEL FOODS CORP10.1K shares14.77%2025-12-312026-02-05 PSX PHILLIPS 661.9K sharesnew addition2025-12-312026-02-05 IJR ISHARES TR2.0K shares-0.41%2025-12-312026-02-05 PINS PINTEREST INC9.1K shares-31.70%2025-12-312026-02-05 HEI HEICO CORP NEW720 shares0.00%2025-12-312026-02-05 EFA ISHARES TR2.4K shares-7.57%2025-12-312026-02-05 COF CAPITAL ONE FINL CORP940 sharesnew addition2025-12-312026-02-05 ODV OSISKO DEVELOPMENT CORP67.0K shares-2.90%2025-12-312026-02-05 EPD ENTERPRISE PRODS PARTNERS L7.0K sharesnew addition2025-12-312026-02-05 SCHB SCHWAB STRATEGIC TR8.5K shares-1.44%2025-12-312026-02-05 IJAN INNOVATOR ETFS TRUST6.1K shares0.00%2025-12-312026-02-05 AOM ISHARES TR4.6K shares0.00%2025-12-312026-02-05 VTIP VANGUARD MALVERN FDS4.4K shares0.00%2025-12-312026-02-05 DISV DIMENSIONAL ETF TRUST5.7K shares0.00%2025-12-312026-02-05 DELL DELL TECHNOLOGIES INC1.7K sharesnew addition2025-12-312026-02-05 DXCM DEXCOM INC3.2K shares0.00%2025-12-312026-02-05 IYM ISHARES TR1.4K shares0.00%2025-12-312026-02-05 CRWD CROWDSTRIKE HLDGS INC445 sharesnew addition2025-12-312026-02-05 TCBI TEXAS CAP BANCSHARES INC2.3K sharesnew addition2025-12-312026-02-05 TGT TARGET CORP2.1K sharesnew addition2025-12-312026-02-05 KHC KRAFT HEINZ CO8.3K shares-7.76%2025-12-312026-02-05 RTX RTX CORPORATION1.1K sharesnew addition2025-12-312026-02-05 BAX BAXTER INTL INC10.3K sharesnew addition2025-12-312026-02-05 PK PARK HOTELS & RESORTS INC17.2K shares-26.99%2025-12-312026-02-05 MQ MARQETA INC32.0K shares0.00%2025-12-312026-02-05 VMD VIEMED HEALTHCARE INC12.5K shares0.00%2025-12-312026-02-05 HDSN HUDSON TECHNOLOGIES INC12.8K shares0.00%2025-12-312026-02-05 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available