Cardinal Point Capital Management, Ulc Purchases in Q2 2025

Cardinal Point Capital Management, Ulc

  • $1.26 Trillion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
VTI
Vanguard Total Stock Market Et

ETFs
16.2K
+ 3.04%
$243.75 - $303.93 $3.95M - $4.93M
549K $167B
DFAX
Dimensional ETF Tr
421K
+ 32.97%
$23.37 - $29.39 $9.85M - $12.4M
1.7M $49.9B
RY
Royal Bank Of Canada

Financial Services
86.1K
+ 73.46%
$108.36 - $131.55 $9.33M - $11.3M
203K $26.7B
JNJ
Johnson & Johnson

Healthcare
76.1K
+ 99.33%
$146.36 - $159.82 $11.1M - $12.2M
153K $23.2B
VEU
Vanguard Ftse All World Ex Us

ETFs
66.1K
+ 10.07%
$54.19 - $67.22 $3.58M - $4.45M
723K $48.6B
TFLO
Ishares Treasury Floating Rate

ETFs
166K
+ 109.45%
$50.47 - $50.66 $8.4M - $8.43M
318K $16.1B
MSFT
Microsoft Corp

Technology
22.3K
+ 406.17%
$354.56 - $497.45 $7.92M - $11.1M
27.8K $13.8B
COST
Costco Wholesale Corp

Consumer Defensive
7.29K
+ 1665.3%
$908.13 - $1056.85 $6.62M - $7.71M
7.73K $7.65B
ORCL
Oracle Corp

Technology
8.22K
+ 13.94%
$122.82 - $218.63 $1.01M - $1.8M
67.2K $14.7B
LRGF
Ishares Tr

ETFs
16.6K
+ 2.44%
$51.37 - $64.13 $853K - $1.06M
698K $44.7B
FIX
Comfort Systems Usa Inc

Industrials
8.45K
New
$296.51 - $536.21 $2.51M - $4.53M
8.45K $4.53B
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
37.5K
+ 4.45%
$29.12 - $35.84 $1.09M - $1.34M
880K $31.6B
JPM
Jpmorgan Chase & CO

Financial Services
79
+ 0.13%
$210.28 - $289.91 $16.6K - $22.9K
61K $17.7B
V
Visa Inc.

Financial Services
19.3K
+ 597.03%
$308.27 - $373.31 $5.96M - $7.21M
22.6K $8.01B
NFLX
Netflix Inc

Communication Services
1.38K
+ 306.21%
$855.86 - $1339.13 $1.18M - $1.85M
1.83K $2.45B
META
Meta Platforms, Inc.

Communication Services
2.37K
+ 188.08%
$484.66 - $738.09 $1.15M - $1.75M
3.62K $2.67B
NVDA
Nvidia Corp

Technology
20.5K
+ 117.07%
$94.31 - $157.99 $1.93M - $3.24M
38K $6B
BNS
Bank Of Nova Scotia

Financial Services
465
+ 0.21%
$44.56 - $55.27 $20.7K - $25.7K
222K $12.3B
CSCO
Cisco Systems, Inc.

Technology
240
+ 0.11%
$53.19 - $69.38 $12.8K - $16.7K
227K $15.8B
ITA
Ishares Tr

ETFs
9.17K
New
$135.31 - $188.64 $1.24M - $1.73M
9.17K $1.73B
CDNS
Cadence Design Systems Inc

Technology
5.56K
New
$231.64 - $323.08 $1.29M - $1.8M
5.56K $1.71B
GIB
Cgi Inc

Technology
8.83K
+ 8.33%
$96.47 - $109.59 $851K - $967K
115K $12B
VGT
Vanguard Information Technolog

ETFs
1.07K
+ 18.4%
$470.37 - $663.28 $505K - $712K
6.9K $4.58B
TSLA
Tesla, Inc.

Consumer Cyclical
1.45K
+ 9.33%
$221.86 - $362.89 $322K - $527K
17K $5.42B
VGIT
Vanguard Intermediate Term Tre

ETFs
16.4K
+ 1.81%
$58.63 - $59.9 $962K - $983K
924K $55.2B
Pimco ETF Tr
41.5K
+ 4.75%
N/A
915K $24.3B
RCI
Rogers Communications Inc

Communication Services
8.71K
+ 2.66%
$23.54 - $29.66 $205K - $258K
336K $9.96B
HD
Home Depot, Inc.

Consumer Cyclical
3.44K
New
$335.24 - $380.78 $1.15M - $1.31M
3.44K $1.26B
LOW
Lowes Companies Inc

Consumer Cyclical
5.69K
New
$210.83 - $235.28 $1.2M - $1.34M
5.69K $1.26B
USFR
Wisdomtree Floating Rate Treas

ETFs
25.4K
+ 1.8%
$50.28 - $50.47 $1.28M - $1.28M
1.44M $72.4B
UNH
Unitedhealth Group Inc

Healthcare
3.97K
New
$274.35 - $599.47 $1.09M - $2.38M
3.97K $1.24B
XLK
Technology Sector Spdr

ETFs
4.59K
+ 314.9%
$179.73 - $253.23 $824K - $1.16M
6.04K $1.53B
FISV
Fiserv Inc

Technology
7.35K
+ 585.82%
N/A
8.61K $1.48B
DIS
Walt Disney CO

Communication Services
1.24K
+ 3.08%
$81.72 - $124.01 $101K - $153K
41.3K $5.12B
PG
Procter & Gamble CO

Consumer Defensive
6.82K
New
$157.66 - $172.39 $1.08M - $1.18M
6.82K $1.09B
MA
Mastercard Inc

Financial Services
1.93K
New
$479.92 - $590.74 $925K - $1.14M
1.93K $1.08B
ABBV
Abb Vie Inc.

Healthcare
5.96K
+ 614.43%
$170.16 - $206.27 $1.01M - $1.23M
6.93K $1.29B
NGD
New Gold Inc.

Basic Materials
206K
New
$2.98 - $4.95 $613K - $1.02M
206K $1.02B
AMZN
Amazon Com Inc

Consumer Cyclical
19.3K
+ 173.28%
$167.32 - $223.3 $3.23M - $4.31M
30.4K $6.67B
CNI
Canadian National Railway CO

Industrials
2.35K
+ 2.49%
$92.66 - $108.13 $218K - $254K
96.6K $10B
GS
Goldman Sachs Group Inc

Financial Services
1.26K
New
$462.22 - $707.75 $584K - $895K
1.26K $895M
Ge Vernova Inc
1.62K
New
N/A
1.62K $859M
EQX
Equinox Gold Corp.

Basic Materials
136K
+ 209.97%
$5.68 - $7.31 $774K - $996K
201K $1.16B
TJX
Tjx Companies Inc

Consumer Cyclical
5.77K
New
$119.13 - $135.03 $687K - $778K
5.77K $712M
BBUC
Brookfield Business Corp

Financial Services
250
+ 0.21%
$22.01 - $31.32 $5.5K - $7.83K
118K $3.7B
SBUX
Starbucks Corp

Consumer Cyclical
6.43K
New
$79.69 - $99.41 $512K - $639K
6.43K $589M
WPM
Wheaton Precious Metals Corp.

Basic Materials
6.08K
New
$70.56 - $92.75 $429K - $563K
6.08K $545M
NTR
Nutrien Ltd.

Basic Materials
9.24K
New
$46.88 - $62.89 $433K - $581K
9.24K $537M
MRK
Merck & Co., Inc.

Healthcare
6.75K
New
$73.47 - $87.12 $496K - $588K
6.75K $534M
Activity Summary
Buys All Purchases 152 New Holdings 76 Increased Positions 76 Sells All Sells 66 Reductions 66 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Cardinal Point Capital Management, Ulc Portfolio

Follow Cardinal Point Capital Management, Ulc and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Cardinal Point Capital Management, Ulc, based on Form 13F filings with the SEC.

News

Stay updated on Cardinal Point Capital Management, Ulc with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email