Cardinal Point Capital Management, Ulc Portfolio Holdings

Cardinal Point Capital Management, Ulc

  • $1.26 Trillion
  • Q2 2025

Cardinal Point Capital Management, Ulc has filed its 13F form on July 30, 2025 for Q2 2025 where it was disclosed a total value porftolio of $1.26 Trillion distributed in 242 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 $167B, Wisdomtree Floating Rate Treas with a value of $72.4B, Vanguard Intermediate Term Tre with a value of $55.2B, Dimensional ETF Tr with a value of $49.9B, and Apple Inc. with a value of $48.7B.

Examining the 13F form we can see an increase of $174B in the current position value, from $1.09T to 1.26T.

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 $1.26 Trillion
ETFs: $571 Billion
Financial Services: $144 Billion
Technology: $139 Billion
Communication Services: $63.2 Billion
Energy: $54.6 Billion
Healthcare: $51.3 Billion
Consumer Defensive: $48.2 Billion
Industrials: $32.3 Billion
Other: $55.3 Billion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$167 Billion 13.26% of portfolio
549,135
Q2 2025 Added 3.04%
$0
$72.4 Billion 5.74% of portfolio
1,439,759
Q2 2025 Added 1.8%
$0
$55.2 Billion 4.38% of portfolio
923,716
Q2 2025 Added 1.81%
$0
$49.9 Billion 3.95% of portfolio
1,699,457
Q2 2025 Added 32.97%
$4.22T
$48.7 Billion 3.86% of portfolio
237,427
Q2 2025 Added 560.12%
$0
$48.6 Billion 3.85% of portfolio
723,104
Q2 2025 Added 10.07%
$0
$44.7 Billion 3.54% of portfolio
697,614
Q2 2025 Added 2.44%
$0
$33.5 Billion 2.65% of portfolio
320,647
Q2 2025 Reduced 3.18%
$0
$31.6 Billion 2.5% of portfolio
880,460
Q2 2025 Added 4.45%
$0
$27.9 Billion 2.21% of portfolio
1,084,995
Q2 2025 Reduced 0.26%
$204B
$26.7 Billion 2.12% of portfolio
203,319
Q2 2025 Added 73.46%
Pimco ETF Tr
-
$24.3 Billion 1.92% of portfolio
-
Q2 2025 Added 4.75%
$502B
$23.2 Billion 1.84% of portfolio
152,684
Q2 2025 Added 99.33%
$146B
$22.5 Billion 1.78% of portfolio
305,827
Q2 2025 Reduced 0.53%
$1.53T
$21.6 Billion 1.71% of portfolio
109,078
Q2 2025 Added 771.02%
$84.5B
$20.2 Billion 1.6% of portfolio
182,403
Q2 2025 Reduced 0.53%
$871B
$17.7 Billion 1.4% of portfolio
60,967
Q2 2025 Added 0.13%
$288B
$16.3 Billion 1.29% of portfolio
166,318
Q2 2025 Reduced 0.2%
$0
$16.1 Billion 1.28% of portfolio
318,421
Q2 2025 Added 109.45%
$290B
$15.8 Billion 1.25% of portfolio
227,485
Q2 2025 Added 0.11%
$95.7B
$15 Billion 1.19% of portfolio
332,153
Q2 2025 Reduced 1.08%
$60B
$14.7 Billion 1.17% of portfolio
461,756
Q2 2025 Added 0.07%
$742B
$14.7 Billion 1.16% of portfolio
67,185
Q2 2025 Added 13.94%
$52.1B
$14.7 Billion 1.16% of portfolio
391,847
Q2 2025 Reduced 0.56%
$3.86T
$13.8 Billion 1.1% of portfolio
27,824
Q2 2025 Added 406.17%
$236B
$12.6 Billion 1.0% of portfolio
69,201
Q2 2025 Reduced 1.45%
$52B
$12.4 Billion 0.99% of portfolio
255,288
Q2 2025 Reduced 1.69%
$76.7B
$12.3 Billion 0.97% of portfolio
222,393
Q2 2025 Added 0.21%
$18.5B
$12 Billion 0.95% of portfolio
114,758
Q2 2025 Added 8.33%
$253B
$10.5 Billion 0.83% of portfolio
35,563
Q2 2025 Reduced 0.05%
$64.4B
$10 Billion 0.8% of portfolio
96,569
Q2 2025 Added 2.49%
$14.6B
$9.96 Billion 0.79% of portfolio
336,263
Q2 2025 Added 2.66%
$109B
$8.64 Billion 0.68% of portfolio
125,320
Q2 2025 Reduced 0.65%
$74.3B
$8.46 Billion 0.67% of portfolio
71,170
Q2 2025 Reduced 24.7%
$68.5B
$8.33 Billion 0.66% of portfolio
142,905
Q2 2025 Reduced 5.67%
$0
$8.17 Billion 0.65% of portfolio
156,905
Q2 2025 Reduced 1.18%
$568B
$8.01 Billion 0.63% of portfolio
22,563
Q2 2025 Added 597.03%
$0
$7.89 Billion 0.62% of portfolio
118,969
Q2 2025 Reduced 4.18%
$211B
$7.85 Billion 0.62% of portfolio
59,475
Q2 2025 Added 4.72%
$415B
$7.65 Billion 0.61% of portfolio
7,732
Q2 2025 Added 1,665.3%
$10.4B
$7.62 Billion 0.6% of portfolio
261,354
Q2 2025 Reduced 0.48%
$139B
$7.56 Billion 0.6% of portfolio
312,032
Q2 2025 Added 0.89%
$132B
$7.49 Billion 0.59% of portfolio
209,915
Q2 2025 Added 2.24%
$34.5B
$7.28 Billion 0.58% of portfolio
232,120
Q2 2025 Added 0.22%
-
$7.21 Billion 0.57% of portfolio
-
Q2 2025 Reduced 0.1%
Kenvue Inc
-
$7.16 Billion 0.57% of portfolio
-
Q2 2025 Added 0.59%
$2.26T
$6.67 Billion 0.53% of portfolio
30,424
Q2 2025 Added 173.28%
$2.65B
$6.3 Billion 0.5% of portfolio
242,757
Q2 2025 Reduced 0.28%
$1.5T
$6.24 Billion 0.49% of portfolio
29,811
Q2 2025 Reduced 2.13%

Summary

  • Portfolio
  • No. of Stocks 242
  • Current Value $1.26 Trillion
  • Prior Value $1.09 Trillion
  • Filing
  • Period Q2 2025
  • Filing Date July 30, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 76 stocks
  • Additional Purchases 76 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 66 stocks
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