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Portfolio (Quarterly) Guide ↗

Cardinal Point Capital Management ULC

· CIK 0001950841
13F Portfolio $1.8B AUM 294 positions Filed Jul 14, 2026 EDGAR ↗ ← All Funds
Q2 2026 · All 294 New
Page 15 of 15  ·  294 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
281 EW EDWARDS LIFESCIENCES CORP Healthcare 2,392.0 $216K 0.01% NEW $90.45 +0.0%
282 DXCM DEXCOM INC Healthcare 3,200.0 $216K 0.01% NEW $67.35 +37.1%
283 STRL STERLING INFRASTRUCTURE INC Industrials 255.0 $214K 0.01% NEW $839.36 -42.0%
284 RTX RTX CORPORATION Industrials 1,100.0 $209K 0.01% NEW $189.73 +10.0%
285 BTI BRITISH AMERN TOB PLC Consumer Defensive 3,377.0 $209K 0.01% NEW $61.76 -8.0%
286 WDC WESTERN DIGITAL CORP Technology 325.0 $208K 0.01% NEW $638.72 -33.3%
287 RIVN RIVIAN AUTOMOTIVE INC Consumer Cyclical 11,919.0 $207K 0.01% NEW $17.35 -1.5%
288 FNDX SCHWAB STRATEGIC TR 6,637.0 $206K 0.01% NEW $31.10 +4.6%
289 IGM ISHARES TR 1,251.0 $205K 0.01% NEW $163.58 -4.6%
290 FSM FORTUNA MNG CORP Basic Materials 19,275.0 $163K 0.01% NEW $8.44 +44.1%
291 INTEGRA RES CORP 70,000.0 $155K 0.01% NEW $2.22
292 LYG LLOYDS BANKING GROUP PLC Financial Services 24,987.0 $146K 0.01% NEW $5.83 +3.5%
293 VMD VIEMED HEALTHCARE INC Healthcare 12,480.0 $142K 0.01% NEW $11.40 -21.0%
294 HDSN HUDSON TECHNOLOGIES INC Basic Materials 12,850.0 $74K 0.00% NEW $5.74 -2.6%
Page 15 of 15  ·  294 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Financial Services 29.3%
Technology 25.5%
Energy 10.7%
Consumer Defensive 7.3%
Healthcare 7.2%
Industrials 5.4%
Communication Services 5.3%
Basic Materials 4.5%
Consumer Cyclical 3.7%
Utilities 1.0%