Cardinal Point Capital Management, Ulc Portfolio Holdings

Cardinal Point Capital Management, Ulc

  • $526 Billion
  • Q1 2024

Cardinal Point Capital Management, Ulc has filed its 13F form on April 24, 2024 for Q1 2024 where it was disclosed a total value porftolio of $526 Billion distributed in 72 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 $124B, Wisdomtree Floating Rate Treas with a value of $71.4B, Vanguard Intermediate Term Tre with a value of $40.8B, Vanguard Ftse All World Ex Us with a value of $34.5B, and Ishares Tr with a value of $32.1B.

Examining the 13F form we can see an increase of $112B in the current position value, from $413B to 526B.

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 $526 Billion
ETFs: $476 Billion
Financial Services: $6.2 Billion
Technology: $6.15 Billion
Consumer Cyclical: $3.35 Billion
Consumer Defensive: $940 Million
Healthcare: $747 Million
Communication Services: $604 Million
Basic Materials: $570 Million
Other: $279 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$124 Billion 23.52% of portfolio
475,635
Q1 2024 Added 2.88%
$0
$71.4 Billion 13.58% of portfolio
1,419,168
Q1 2024 Reduced 3.21%
$0
$40.8 Billion 7.77% of portfolio
697,283
Q1 2024 Added 2.41%
$0
$34.5 Billion 6.56% of portfolio
587,671
Q1 2024 Added 4.38%
$0
$32.1 Billion 6.1% of portfolio
595,632
Q1 2024 Added 4.49%
$0
$26.8 Billion 5.11% of portfolio
935,980
Q1 2024 Added 91.14%
$0
$25.9 Billion 4.92% of portfolio
233,951
Q1 2024 Added 61.53%
$0
$25.1 Billion 4.78% of portfolio
987,830
Q1 2024 New
$0
$24.6 Billion 4.69% of portfolio
228,946
Q1 2024 New
$38.3B
$18.8 Billion 3.58% of portfolio
448,487
Q1 2024 Added 1.71%
$0
$15.4 Billion 2.92% of portfolio
167,154
Q1 2024 Added 0.28%
$0
$15.2 Billion 2.89% of portfolio
330,609
Q1 2024 Added 5.47%
$0
$15.2 Billion 2.88% of portfolio
474,462
Q1 2024 Added 2,043.78%
$0
$5.92 Billion 1.13% of portfolio
95,984
Q1 2024 Added 4.56%
$535B
$4.93 Billion 0.94% of portfolio
11,716
Q1 2024 Added 10.88%
$3.64T
$4.72 Billion 0.9% of portfolio
27,502
Q1 2024 Added 13.59%
$0
$2.55 Billion 0.48% of portfolio
55,995
Q1 2024 Added 18.61%
$0
$2.43 Billion 0.46% of portfolio
48,028
Q1 2024 Added 60.07%
$0
$1.86 Billion 0.35% of portfolio
3,872
Q1 2024 Added 10.95%
$0
$1.86 Billion 0.35% of portfolio
4,177
Q1 2024 Added 23.87%
$0
$1.73 Billion 0.33% of portfolio
57,055
Q1 2024 Added 39.69%
$0
$1.45 Billion 0.28% of portfolio
59,413
Q1 2024 Reduced 2.16%
$0
$1.44 Billion 0.27% of portfolio
42,180
Q4 2023 Added 16.33%
$371B
$1.27 Billion 0.24% of portfolio
2
Q4 2022 New
$0
$1.22 Billion 0.23% of portfolio
35,240
Q4 2023 Reduced 2.87%
$0
$1.13 Billion 0.22% of portfolio
6,315
Q1 2024 Added 0.32%
$0
$1.09 Billion 0.21% of portfolio
11,585
Q1 2024 Added 3.58%
$0
$929 Million 0.18% of portfolio
24,465
Q3 2023 Added 68.43%
-
$841 Million 0.16% of portfolio
-
Q1 2024 New
$0
$781 Million 0.15% of portfolio
28,750
Q1 2024 Reduced 33.59%
$0
$696 Million 0.13% of portfolio
6,300
Q1 2024 New
$0
$698 Million 0.13% of portfolio
14,835
Q1 2024 Reduced 3.13%
$0
$668 Million 0.13% of portfolio
7,729
Q4 2023 Reduced 13.05%
$0
$661 Million 0.13% of portfolio
11,871
Q1 2024 Added 0.94%
$0
$680 Million 0.13% of portfolio
11,709
Q1 2024 Added 0.05%
$0
$657 Million 0.13% of portfolio
18,570
Q4 2023 New
$64.6B
$669 Million 0.13% of portfolio
1,880
Q4 2023 New
$0
$623 Million 0.12% of portfolio
15,940
Q4 2022 New
$67.9B
$570 Million 0.11% of portfolio
2,463
Q1 2024 Reduced 19.59%
-
$509 Million 0.1% of portfolio
-
Q4 2023 Reduced 17.16%
-
$550 Million 0.1% of portfolio
-
Q3 2023 Reduced 36.51%
$0
$529 Million 0.1% of portfolio
15,490
Q1 2023 New
$2.04T
$487 Million 0.09% of portfolio
2,702
Q1 2024 Added 31.17%
$0
$473 Million 0.09% of portfolio
33,845
Q1 2024 Added 3.01%
$81B
$460 Million 0.09% of portfolio
5,110
Q4 2022 New
$2.03B
$480 Million 0.09% of portfolio
12,377
Q4 2022 New
$0
$469 Million 0.09% of portfolio
9,994
Q1 2024 Reduced 3.85%
$76.2B
$473 Million 0.09% of portfolio
2,298
Q4 2023 Reduced 9.42%
$3.49T
$436 Million 0.08% of portfolio
1,036
Q1 2024 Added 5.71%

Summary

  • Portfolio
  • No. of Stocks 72
  • Current Value $526 Billion
  • Prior Value $413 Billion
  • Filing
  • Period Q1 2024
  • Filing Date April 24, 2024
  • Form Type 13F-HR
  • Activity in Q1 2024
  • New Purchases 10 stocks
  • Additional Purchases 29 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 9 stocks
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