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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 5 of 15  ·  294 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 C CITIGROUP INC Financial Services 16,357.0 $2.3M 0.13% NEW $139.96 -5.9%
82 UNH UNITEDHEALTH GROUP INC Healthcare 5,473.0 $2.3M 0.13% NEW $415.65 -4.1%
83 SUSB ISHARES TR 91,001.0 $2.3M 0.13% NEW $24.99 -0.6%
84 VUG VANGUARD INDEX FDS 25,788.0 $2.2M 0.13% NEW $86.14 +0.9%
85 BN BROOKFIELD CORP Financial Services 52,006.0 $2.2M 0.12% NEW $42.58 -1.4%
86 FEDEX FGHT HLDG CO INC 14,602.0 $2.2M 0.12% NEW $151.00
87 ITA ISHARES TR 8,780.0 $2.1M 0.12% NEW $242.42 -3.7%
88 ABBV ABBVIE INC Healthcare 8,437.0 $2.1M 0.12% NEW $251.64 +5.1%
89 EAOR ISHARES TR 53,915.0 $2.0M 0.12% NEW $37.91 +0.3%
90 EL LAUDER ESTEE COS INC Consumer Defensive 25,745.0 $2.0M 0.12% NEW $78.95 +31.9%
91 YETI YETI HLDGS INC Consumer Cyclical 39,400.0 $2.0M 0.11% NEW $49.56 -13.1%
92 CAE CAE INC Industrials 77,661.0 $1.9M 0.11% NEW $24.99 -1.0%
93 TU TELUS CORPORATION Communication Services 178,947.0 $1.9M 0.11% NEW $10.56 -6.9%
94 VBR VANGUARD INDEX FDS 7,612.0 $1.8M 0.10% NEW $242.99 +2.2%
95 AGI ALAMOS GOLD INC Basic Materials 60,000.0 $1.8M 0.10% NEW $30.26 +26.6%
96 EAOA ISHARES TR 39,025.0 $1.8M 0.10% NEW $45.42 +1.0%
97 MGNI MAGNITE INC Communication Services 92,150.0 $1.7M 0.10% NEW $18.98 +24.1%
98 CRBN ISHARES TR 6,794.0 $1.7M 0.10% NEW $252.97 +1.9%
99 IWF ISHARES TR 13,487.0 $1.7M 0.10% NEW $124.17 -2.5%
100 NFLX NETFLIX INC. Communication Services 22,565.0 $1.6M 0.09% NEW $71.40 +12.1%
Page 5 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%