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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 3 of 15  ·  294 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 IBM INTERNATIONAL BUSINESS MACHS Technology 39,033.0 $11.0M 0.62% NEW $281.21 -17.0%
42 RCI ROGERS COMMUNICATIONS INC Communication Services 331,090.0 $10.8M 0.61% NEW $32.47 +11.7%
43 BROOKFIELD BUSINESS CORP 354,970.0 $10.6M 0.60% NEW $29.82
44 VTEB VANGUARD MUN BD FDS 204,989.0 $10.4M 0.59% NEW $50.58 -2.0%
45 ORCL ORACLE CORP Technology 70,256.0 $10.3M 0.58% NEW $146.55 -1.8%
46 OTEX OPEN TEXT CORP Technology 447,449.0 $9.9M 0.56% NEW $22.09 +11.9%
47 PEP PEPSICO INC Consumer Defensive 71,831.0 $9.7M 0.55% NEW $135.40 +7.2%
48 CNQ CANADIAN NAT RES LTD MED TER Energy 232,108.0 $9.2M 0.52% NEW $39.49 +27.8%
49 AMZN AMAZON COM INC Consumer Cyclical 38,097.0 $9.1M 0.51% NEW $238.34 +10.2%
50 TSLA TESLA INC Consumer Cyclical 21,033.0 $8.8M 0.50% NEW $420.60 -15.3%
51 FDX FEDEX CORP Industrials 28,152.0 $8.8M 0.50% NEW $313.13 +5.1%
52 DFSU DIMENSIONAL ETF TRUST 182,564.0 $8.5M 0.48% NEW $46.63 +3.4%
53 GIB CGI INC Technology 124,257.0 $8.0M 0.45% NEW $64.51 +16.0%
54 PFE PFIZER INC Healthcare 332,062.0 $8.0M 0.45% NEW $24.08 +16.3%
55 COST COSTCO WHOLESALE CORPORATION Consumer Defensive 8,366.0 $7.8M 0.44% NEW $935.47 +3.6%
56 V VISA INC Financial Services 22,017.0 $7.6M 0.43% NEW $343.09 +11.0%
57 VGT VANGUARD WORLD FD 52,872.0 $6.3M 0.36% NEW $119.52 -2.2%
58 FIX COMFORT SYS USA INC Industrials 3,149.0 $6.2M 0.35% NEW $1981.98 -19.3%
59 VOO VANGUARD INDEX FDS 8,447.0 $5.8M 0.33% NEW $686.83 +2.3%
60 GLW CORNING INC Technology 22,177.0 $5.7M 0.32% NEW $255.43 -43.2%
Page 3 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%