Cardinal Point Capital Management, Ulc Portfolio Holdings

Cardinal Point Capital Management, Ulc

  • $1.09 Trillion
  • Q1 2025

Cardinal Point Capital Management, Ulc has filed its 13F form on May 08, 2025 for Q1 2025 where it was disclosed a total value porftolio of $1.09 Trillion distributed in 179 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 $146B, Wisdomtree Floating Rate Treas with a value of $71.2B, Vanguard Intermediate Term Tre with a value of $53.9B, Apple Inc. with a value of $53.2B, and Vanguard Ftse All World Ex Us with a value of $39.9B.

Examining the 13F form we can see an increase of $458B in the current position value, from $630B to 1.09T.

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 $1.09 Trillion
ETFs: $530 Billion
Financial Services: $119 Billion
Technology: $116 Billion
Energy: $52.5 Billion
Communication Services: $50.6 Billion
Healthcare: $37.4 Billion
Consumer Defensive: $36.2 Billion
Industrials: $23.2 Billion
Other: $40.8 Billion

Stock Holdings Table Market Cap. of $10 Billions to $200 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$33B
$219 Million 0.02% of portfolio
3,200
Q4 2024 New
$19.4B
$243 Million 0.02% of portfolio
7,200
Q4 2024 New

Summary

  • Portfolio
  • No. of Stocks 179
  • Current Value $1.09 Trillion
  • Prior Value $630 Billion
  • Filing
  • Period Q1 2025
  • Filing Date May 08, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 99 stocks
  • Additional Purchases 37 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 28 stocks
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