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
VUG
Vanguard Growth ETF

ETFs
535
New
$329.49 - $438.4 $176K - $235K
535 $235M
GLW
Corning Inc

Technology
500
+ 1.64%
$39.07 - $52.59 $19.5K - $26.3K
31K $1.63B
RBLX
Roblox Corp

Communication Services
2.22K
New
$51.22 - $105.59 $114K - $235K
2.22K $234M
FSLR
First Solar, Inc.

Technology
1.41K
New
$120.38 - $192.98 $169K - $271K
1.41K $233M
Allied Gold Corp
17.4K
New
N/A
17.4K $233M
CVE
Cenovus Energy Inc.

Energy
8.69K
+ 3.71%
$10.58 - $14.83 $91.9K - $129K
243K $3.3B
DG
Dollar General Corp

Consumer Defensive
2.02K
New
$86.02 - $114.95 $174K - $232K
2.02K $231M
EAGG
Ishares Esg Aware U.S. Aggrega

ETFs
4.77K
+ 25.95%
$46.41 - $47.7 $221K - $228K
23.2K $1.1B
IJH
Ishares Core S&P Mid Cap ETF

ETFs
3.65K
New
$51.16 - $62.02 $187K - $226K
3.65K $226M
APD
Air Products & Chemicals, Inc.

Basic Materials
800
New
$248.61 - $294.96 $199K - $236K
800 $226M
SCHB
Schwab Strategic Tr Us Broad M

ETFs
218K
New
$19.1 - $23.83 $4.16M - $5.19M
218K $218M
KHC
Kraft Heinz CO

Consumer Defensive
8.43K
New
$25.61 - $30.81 $216K - $260K
8.43K $218M
LLY
Eli Lilly & CO

Healthcare
294
+ 70.5%
$713.71 - $898.95 $210K - $264K
711 $554M
IJAN
Innovator Etfs Tr Intl Dev Pwr
6.1K
New
N/A
6.1K $209M
CNQ
Canadian Natural Resources LTD

Energy
520
+ 0.22%
$25.14 - $34.01 $13.1K - $17.7K
232K $7.28B
DAL
Delta Air Lines, Inc.

Industrials
4.2K
New
$35.88 - $52.99 $151K - $223K
4.2K $207M
COF
Capital One Financial Corp

Financial Services
970
New
$150.57 - $212.76 $146K - $206K
970 $206M
BFB
Brown Forman Corp Cl B
7.6K
New
N/A
7.6K $205M
ETN
Eaton Corp PLC

Industrials
570
New
$246.52 - $356.99 $141K - $203K
570 $203M
AOM
Ishares Tr Core Moderate Alloc

ETFs
4.38K
New
$41.55 - $46.04 $182K - $202K
4.38K $202M
VNQ
Vanguard Specialized Funds Van

ETFs
2.22K
+ 41.05%
$79.79 - $91.42 $177K - $203K
7.63K $679M
MQ
Marqeta, Inc.

Technology
32K
New
$3.71 - $5.88 $119K - $188K
32K $186M
AG
First Majestic Silver Corp

Basic Materials
22.4K
New
$5.24 - $8.55 $117K - $192K
22.4K $185M
PPTA
Perpetua Resources Corp.

Basic Materials
15K
New
$8.98 - $17.13 $135K - $257K
15K $182M
VTRS
Viatris Inc

Healthcare
10.9K
+ 3.32%
$7.26 - $9.12 $79.3K - $99.6K
340K $3.04B
BGRN
Ishares Trust Ishares Usd Gre

ETFs
3.32K
+ 37.5%
$46.47 - $47.67 $154K - $158K
12.2K $579M
GE
General Electric CO

Industrials
239
+ 15.27%
$166.81 - $257.39 $39.9K - $61.5K
1.8K $464M
ODV
Osisko Development Corp.

Basic Materials
69K
New
$1.4 - $2.24 $96.6K - $155K
69K $148M
IWB
Ishares Tr Russell 1000 ETF

ETFs
325
+ 33.2%
$272.36 - $339.57 $88.5K - $110K
1.3K $443M
SCHX
Schwab Strategic Tr Us Large C

ETFs
376K
+ 3376.44%
$19.6 - $24.44 $7.38M - $9.2M
388K $388M
PWFL
Power Fleet, Inc.

Technology
30.7K
New
N/A
30.7K $132M
VMD
Viemed Healthcare, Inc.

Healthcare
18.5K
New
$6.32 - $7.37 $117K - $136K
18.5K $128M
Vizsla Silver Corp
40K
New
N/A
40K $118M
LUV
Southwest Airlines CO

Industrials
3.67K
+ 50.97%
$24.04 - $34.36 $88.2K - $126K
10.9K $355M
HDSN
Hudson Technologies Inc

Basic Materials
12.9K
New
$5.25 - $8.12 $67.5K - $104K
12.9K $104M
ICLN
Ishares

ETFs
735
+ 1.59%
$10.56 - $13.31 $7.76K - $9.78K
46.9K $615M
MCK
Mckesson Corp

Healthcare
14
+ 2.22%
$652.83 - $732.78 $9.14K - $10.3K
645 $473M
INTC
Intel Corp

Technology
2.45K
+ 10.6%
$18.13 - $22.69 $44.4K - $55.6K
25.6K $573M
WM
Waste Management Inc

Industrials
147
+ 6.75%
$216.47 - $242.1 $31.8K - $35.6K
2.32K $532M
Aqua Metals Inc
22.8K
New
N/A
22.8K $11.1M
MSI
Motorola Solutions, Inc.

Technology
42
+ 4.91%
$394.72 - $440.39 $16.6K - $18.5K
898 $379M
BCE
Bce Inc

Communication Services
1.87K
+ 2.95%
$20.87 - $22.95 $38.9K - $42.8K
65.1K $1.44B
PBA
Pembina Pipeline Corp

Energy
400
+ 1.7%
$35.16 - $40.88 $14.1K - $16.4K
23.9K $897M
CL
Colgate Palmolive CO

Consumer Defensive
4.33K
+ 39.75%
$87.57 - $96.0 $379K - $415K
15.2K $1.38B
CMCSA
Comcast Corp

Communication Services
4.6K
+ 2.24%
$32.84 - $36.72 $151K - $169K
210K $7.49B
FDX
Fedex Corp

Industrials
771
+ 3.03%
$198.07 - $245.17 $153K - $189K
26.2K $5.96B
PFE
Pfizer Inc

Healthcare
2.75K
+ 0.89%
$21.59 - $24.84 $59.3K - $68.2K
312K $7.56B
PEP
Pepsico Inc

Consumer Defensive
2.68K
+ 4.72%
$128.02 - $151.37 $343K - $406K
59.5K $7.85B
Kenvue Inc
2K
+ 0.59%
N/A
342K $7.16B
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