Cardinal Point Capital Management, Ulc Portfolio Holdings

Cardinal Point Capital Management, Ulc

  • $600 Billion
  • Q3 2024

Cardinal Point Capital Management, Ulc has filed its 13F form on October 07, 2024 for Q3 2024 where it was disclosed a total value porftolio of $600 Billion distributed in 83 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Total Stock Market Et with a value of $143B, Wisdomtree Floating Rate Treas with a value of $68.4B, Vanguard Intermediate Term Tre with a value of $51.2B, Vanguard Ftse All World Ex Us with a value of $37.9B, and Ishares Tr with a value of $37.2B.

Examining the 13F form we can see an increase of $25.1B in the current position value, from $575B to 600B.

Cardinal Point Capital Management, Ulc is based out at Toronto, Z4

Below you can find more details about Cardinal Point Capital Management, Ulc portfolio as well as his latest detailed transactions.

Portfolio value $600 Billion
ETFs: $497 Billion
Technology: $10 Billion
Financial Services: $8.28 Billion
Energy: $7.85 Billion
Consumer Cyclical: $5.19 Billion
Communication Services: $2.69 Billion
Healthcare: $759 Million
Consumer Defensive: $718 Million
Other: $1.17 Billion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$143 Billion 23.76% of portfolio
501,829
Q3 2024 Added 1.58%
$0
$68.4 Billion 11.41% of portfolio
1,362,749
Q3 2024 Reduced 4.07%
$0
$51.2 Billion 8.53% of portfolio
847,275
Q3 2024 Added 13.96%
$0
$37.9 Billion 6.32% of portfolio
602,054
Q3 2024 Added 0.1%
$0
$37.2 Billion 6.2% of portfolio
632,786
Q3 2024 Added 3.37%
$0
$31 Billion 5.17% of portfolio
285,471
Q3 2024 Added 5.25%
$0
$30.6 Billion 5.1% of portfolio
1,132,103
Q3 2024 Added 3.36%
$0
$29.2 Billion 4.87% of portfolio
1,037,835
Q3 2024 Added 3.01%
$0
$24.5 Billion 4.09% of portfolio
715,013
Q3 2024 Added 8.91%
$41B
$22.8 Billion 3.8% of portfolio
458,445
Q3 2024 Added 0.89%
Pimco ETF Tr
-
$21.9 Billion 3.65% of portfolio
-
Q3 2024 Added 912.32%
$0
$16 Billion 2.66% of portfolio
349,549
Q3 2024 Added 3.86%
$3.08B
$7.64 Billion 1.27% of portfolio
400,000
Q3 2024 New
$0
$7.63 Billion 1.27% of portfolio
120,174
Q3 2024 Added 23.56%
$3.62T
$6.69 Billion 1.11% of portfolio
28,702
Q3 2024 Added 0.86%
-
$6.35 Billion 1.06% of portfolio
-
Q3 2024 Added 7.42%
$1.01T
$4.09 Billion 0.68% of portfolio
15,628
Q3 2024 Reduced 3.98%
$0
$3.39 Billion 0.56% of portfolio
66,961
Q3 2024 Reduced 23.02%
-
$2.38 Billion 0.4% of portfolio
-
Q3 2024 Added 4.55%
$0
$2.19 Billion 0.37% of portfolio
4,139
Q3 2024 Reduced 3.79%
$0
$1.9 Billion 0.32% of portfolio
3,882
Q3 2024 Reduced 8.81%
$1.06T
$1.62 Billion 0.27% of portfolio
9,707
Q3 2024 Added 12.0%
$0
$1.58 Billion 0.26% of portfolio
16,745
Q3 2024 Reduced 89.86%
$0
$1.58 Billion 0.26% of portfolio
48,740
Q3 2024 Reduced 14.57%
$424B
$1.38 Billion 0.23% of portfolio
2
Q4 2022 New
$0
$1.32 Billion 0.22% of portfolio
52,583
Q3 2024 Added 3.83%
$0
$1.3 Billion 0.22% of portfolio
6,635
Q2 2024 Added 5.07%
$0
$1.34 Billion 0.22% of portfolio
32,995
Q3 2024 Added 22.59%
$0
$1.3 Billion 0.22% of portfolio
35,240
Q4 2023 Reduced 2.87%
$0
$1.28 Billion 0.21% of portfolio
34,800
Q3 2024 Reduced 17.89%
$3.09T
$1.06 Billion 0.18% of portfolio
2,460
Q3 2024 Added 78.78%
$2.06T
$1.1 Billion 0.18% of portfolio
5,913
Q3 2024 Added 73.86%
-
$883 Million 0.15% of portfolio
-
Q3 2024 Reduced 9.64%
$0
$817 Million 0.14% of portfolio
28,750
Q1 2024 Reduced 33.59%
$81.6B
$847 Million 0.14% of portfolio
1,880
Q4 2023 New
$0
$813 Million 0.14% of portfolio
21,470
Q3 2024 Added 15.62%
$354B
$823 Million 0.14% of portfolio
6,780
Q3 2024 Added 62.2%
$0
$791 Million 0.13% of portfolio
16,285
Q3 2024 Added 19.44%
$0
$735 Million 0.12% of portfolio
11,722
Q3 2024 Added 0.06%
$1.03T
$724 Million 0.12% of portfolio
4,367
Q3 2024 Added 139.42%
$0
$710 Million 0.12% of portfolio
1,208
Q3 2024 Added 28.78%
$0
$748 Million 0.12% of portfolio
1,299
Q3 2024 Reduced 40.03%
$0
$675 Million 0.11% of portfolio
6,871
Q2 2024 Reduced 11.1%
$0
$659 Million 0.11% of portfolio
15,940
Q4 2022 New
-
$571 Million 0.1% of portfolio
-
Q3 2023 Reduced 36.51%
$0
$590 Million 0.1% of portfolio
9,961
Q3 2024 Added 0.61%
$81.6B
$614 Million 0.1% of portfolio
2,528
Q2 2024 Added 10.01%
$0
$614 Million 0.1% of portfolio
41,805
Q3 2024 Reduced 1.38%
$0
$526 Million 0.09% of portfolio
912
Q3 2024 New

Summary

  • Portfolio
  • No. of Stocks 83
  • Current Value $600 Billion
  • Prior Value $575 Billion
  • Filing
  • Period Q3 2024
  • Filing Date October 07, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 14 stocks
  • Additional Purchases 29 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 19 stocks
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