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
ABT
Abbott Laboratories

Healthcare
3.91K
New
$123.95 - $138.08 $484K - $540K
3.91K $532M
TAC
Transalta Corp

Utilities
28.2K
+ 19.45%
$8.16 - $11.47 $230K - $323K
173K $1.86B
CVX
Chevron Corp

Energy
3.55K
New
$133.73 - $168.51 $475K - $598K
3.55K $508M
PYPL
Pay Pal Holdings, Inc.

Financial Services
5.39K
+ 46.05%
$57.41 - $74.81 $309K - $403K
17.1K $1.27B
SUSB
Ishares Tr Ishares Esg Aware 1

ETFs
19.2K
+ 35.21%
$24.66 - $25.17 $473K - $483K
73.6K $1.85B
IWM
Ishares Russell 2000 ETF

ETFs
2.28K
New
$174.82 - $215.79 $399K - $492K
2.28K $492M
XOM
Exxon Mobil Corp

Energy
4.5K
New
$99.93 - $119.04 $450K - $536K
4.5K $485M
Brookfield Asset Managmt LTD
8.7K
New
N/A
8.7K $481M
CARR
Carrier Global Corp

Industrials
6.56K
New
$55.55 - $75.83 $364K - $497K
6.56K $480M
CM
Canadian Imperial Bank Of Commerce

Financial Services
782
+ 2.71%
$54.6 - $70.83 $42.7K - $55.4K
29.6K $2.1B
MFC
Manulife Financial Corp

Financial Services
323
+ 0.07%
$26.93 - $32.44 $8.7K - $10.5K
462K $14.7B
Barrick Mng Corp
21.5K
New
N/A
21.5K $447M
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
626K
+ 6517.71%
$22.68 - $23.28 $14.2M - $14.6M
636K $636M
HON
Honeywell International Inc

Industrials
1.74K
New
$182.86 - $232.88 $319K - $406K
1.74K $406M
CRM
Salesforce, Inc.

Technology
1.44K
New
$236.26 - $291.15 $340K - $419K
1.44K $393M
TIXT
Telus International (Cda) Inc.

Technology
106K
New
$2.2 - $3.71 $234K - $395K
106K $386M
QQQ
Invesco Qqq Trust, Series 1

ETFs
95
+ 2.36%
$416.06 - $551.64 $39.5K - $52.4K
4.11K $2.27B
TFII
Tfi International Inc.

Industrials
4.26K
New
$73.75 - $91.79 $314K - $391K
4.26K $381M
FIVN
Five9, Inc.

Technology
14.8K
+ 72.8%
$21.54 - $29.56 $320K - $439K
35.2K $933M
WFC
Wells Fargo & Company

Financial Services
4.68K
New
$60.98 - $80.12 $285K - $375K
4.68K $375M
EAOR
Ishares Esg Aware Growth Alloc

Technology
8.12K
+ 16.74%
$28.94 - $33.44 $235K - $271K
56.6K $1.89B
NKE
Nike, Inc.

Consumer Cyclical
1.59K
+ 5.01%
$53.27 - $72.04 $84.7K - $115K
33.3K $2.37B
C
Citigroup Inc

Financial Services
1.25K
+ 7.39%
$58.13 - $85.12 $72.7K - $106K
18.2K $1.55B
SWK
Stanley Black & Decker, Inc.

Industrials
5K
New
$55.86 - $76.98 $279K - $385K
5K $339M
EL
Estee Lauder Companies Inc

Consumer Defensive
4.18K
New
$50.06 - $80.8 $209K - $338K
4.18K $338M
BAC
Bank Of America Corp

Financial Services
4.64K
+ 22.5%
$34.39 - $47.46 $160K - $220K
25.3K $1.2B
CMI
Cummins Inc

Industrials
1K
New
$267.12 - $336.65 $267K - $337K
1K $328M
TECK
Teck Resources LTD

Basic Materials
7.9K
New
$29.05 - $41.48 $229K - $328K
7.9K $319M
TU
Telus Corp

Communication Services
500
+ 0.28%
$13.82 - $16.49 $6.91K - $8.25K
182K $2.91B
MOS
Mosaic CO

Basic Materials
8.38K
New
$22.76 - $36.95 $191K - $309K
8.38K $306M
GIL
Gildan Activewear Inc.

Consumer Cyclical
6.09K
New
$37.68 - $50.22 $229K - $306K
6.09K $300M
ADM
Archer Daniels Midland CO

Consumer Defensive
5.58K
New
$41.79 - $54.16 $233K - $302K
5.58K $294M
UBER
Uber Technologies, Inc

Technology
200
+ 1.51%
$64.62 - $93.3 $12.9K - $18.7K
13.4K $1.25B
FNV
Franco Nevada Corp

Basic Materials
1.76K
New
$143.04 - $178.17 $252K - $314K
1.76K $288M
XOP
Spdr Ser Tr Oil & Gas Explorat

ETFs
2.15K
New
$101.91 - $134.83 $219K - $290K
2.15K $270M
HRL
Hormel Foods Corp

Consumer Defensive
8.8K
New
$29.11 - $31.44 $256K - $277K
8.8K $266M
EFA
Ishares Tr Msci Eafe ETF

ETFs
2.95K
New
$72.96 - $90.39 $215K - $266K
2.95K $263M
SCHO
Schwab Short Term Us Treasury

ETFs
263K
New
$24.19 - $24.45 $6.36M - $6.43M
263K $263M
QSR
Restaurant Brands International Inc.

Consumer Cyclical
3.9K
New
$60.03 - $72.0 $234K - $281K
3.9K $258M
IYJ
Ishares Tr

ETFs
1.8K
New
$115.07 - $142.31 $207K - $256K
1.8K $256M
ETSY
Etsy Inc

Consumer Cyclical
4.99K
New
$40.8 - $63.88 $203K - $318K
4.99K $250M
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
560
New
$376.48 - $440.65 $211K - $247K
560 $247M
Brookfield Renewable Corp
6.79K
New
N/A
6.79K $247M
BNDX
Vanguard Total International B

ETFs
4.98K
New
$48.77 - $49.55 $243K - $247K
4.98K $246M
NOW
Service Now, Inc.

Technology
135
+ 30.54%
$721.65 - $1040.18 $97.4K - $140K
577 $593M
GDXJ
Vaneck ETF Tr Jr Gold Miners E

ETFs
3.55K
New
$50.5 - $71.23 $179K - $253K
3.55K $240M
IXN
Ishares Global Information Tec

ETFs
2.6K
New
$65.81 - $92.34 $171K - $240K
2.6K $239M
SKE
Skeena Resources LTD

Basic Materials
15K
New
$8.61 - $15.92 $129K - $239K
15K $239M
Ishares Bitcoin Trust ETF
3.88K
New
N/A
3.88K $237M
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
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