CARDINAL POINT CAPITAL MANAGEMENT ULC

PrivateCIK: 1950841
Location

TORONTO, A6

📋 What this filing means

CARDINAL POINT CAPITAL MANAGEMENT ULC filed this quarterly 13F‑HR report disclosing 294 equity positions with a total reported market value of $1.77B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.

294
Positions
$1.77B
Total AUM (reported)
23.90M
Total Shares

Allocation by class

TOTAL AUM$1.77B294 positions
COM$616.35M34.9%
TOTAL STK MKT$229.07M13.0%
ALLWRLD EX US$76.90M4.4%
WORLD EX US CORE$72.34M4.1%
FLOATNG RAT TREA$72.31M4.1%
INTER TERM TREAS$69.98M4.0%
U S EQUITY FACTR$55.71M3.2%

Portfolio Concentration

Top 321.4%4–1022.3%11–2522.4%Rest33.9%TOP 1043.7%0%100%
Top 3$378.31M21.4%
4–10$393.23M22.3%
11–25$394.71M22.4%
Rest$598.87M33.9%

Top 3 weight

21.4%

Top 10 weight

43.7%

Voting Authority Distribution

Total shares with voting rights: 23.90M

Sole

Full voting authority

0.00

shares

% of voting shares0.0%
Shared

Joint voting authority

0.00

shares

% of voting shares0.0%
None

No voting authority

23.90M

shares

% of voting shares100.0%

Investment Discretion (by position count)

Sole294
Shared0
Other0
Dominant voting typeNone · 100.0% of voting shares
Institutional Holdings294
Rows:

VANGUARD INDEX FDS

SOLE
TOTAL STK MKT
Shares619.03K
TypeSH
Market value$229.07M
12.98%
Sole
0.00
Shared
0.00
None
619.03K

VANGUARD INTL EQUITY INDEX F

SOLE
ALLWRLD EX US
Shares918.22K
TypeSH
Market value$76.90M
4.36%
Sole
0.00
Shared
0.00
None
918.22K

DIMENSIONAL ETF TRUST

SOLE
WORLD EX US CORE
Shares1.96M
TypeSH
Market value$72.34M
4.10%
Sole
0.00
Shared
0.00
None
1.96M

WISDOMTREE TR

SOLE
FLOATNG RAT TREA
Shares1.44M
TypeSH
Market value$72.31M
4.10%
Sole
0.00
Shared
0.00
None
1.44M

VANGUARD SCOTTSDALE FDS

SOLE
INTER TERM TREAS
Shares1.19M
TypeSH
Market value$69.98M
3.96%
Sole
0.00
Shared
0.00
None
1.19M

APPLE INC

SOLE
COM
Shares241.07K
TypeSH
Market value$69.76M
3.95%
Sole
0.00
Shared
0.00
None
241.07K

ISHARES TR

SOLE
U S EQUITY FACTR
Shares736.67K
TypeSH
Market value$55.71M
3.16%
Sole
0.00
Shared
0.00
None
736.67K

DIMENSIONAL ETF TRUST

SOLE
US COR EQU 2 ETF
Shares1.04M
TypeSH
Market value$46.02M
2.61%
Sole
0.00
Shared
0.00
None
1.04M

ROYAL BK CDA

SOLE
COM
Shares192.78K
TypeSH
Market value$39.84M
2.26%
Sole
0.00
Shared
0.00
None
192.78K

ISHARES TR

SOLE
NATIONAL MUN ETF
Shares368.01K
TypeSH
Market value$39.61M
2.24%
Sole
0.00
Shared
0.00
None
368.01K

LITMAN GREGORY FDS TR

SOLE
IMGP DBI MAN ETF
Shares1.26M
TypeSH
Market value$38.50M
2.18%
Sole
0.00
Shared
0.00
None
1.26M

ALPHABET INC

SOLE
CAP STK CL C
Shares106.67K
TypeSH
Market value$37.69M
2.14%
Sole
0.00
Shared
0.00
None
106.67K

TORONTO DOMINION BK ONT

SOLE
COM NEW
Shares286.03K
TypeSH
Market value$34.71M
1.97%
Sole
0.00
Shared
0.00
None
286.03K

PIMCO ETF TR

SOLE
MULTISECTOR BD
Shares1.27M
TypeSH
Market value$33.64M
1.91%
Sole
0.00
Shared
0.00
None
1.27M

BANK MONTREAL MEDIUM

SOLE
COM
Shares175.54K
TypeSH
Market value$30.97M
1.75%
Sole
0.00
Shared
0.00
None
175.54K

NVIDIA CORPORATION

SOLE
COM
Shares153.74K
TypeSH
Market value$30.76M
1.74%
Sole
0.00
Shared
0.00
None
153.74K

PIMCO ETF TR

SOLE
MUNI INCOME OPP
Shares589.98K
TypeSH
Market value$27.00M
1.53%
Sole
0.00
Shared
0.00
None
589.98K

VANGUARD INSTL INDEX FD

SOLE
0 3 MO TR BI ETF
Shares320.74K
TypeSH
Market value$24.27M
1.38%
Sole
0.00
Shared
0.00
None
320.74K

ISHARES GOLD TR

SOLE
ISHARES NEW
Shares295.33K
TypeSH
Market value$22.30M
1.26%
Sole
0.00
Shared
0.00
None
295.33K

JPMORGAN CHASE & CO

SOLE
COM
Shares60.96K
TypeSH
Market value$19.96M
1.13%
Sole
0.00
Shared
0.00
None
60.96K

SUNCOR ENERGY INC NEW

SOLE
COM
Shares370.02K
TypeSH
Market value$19.87M
1.13%
Sole
0.00
Shared
0.00
None
370.02K

ISHARES TR

SOLE
TRS FLT RT BD
Shares373.10K
TypeSH
Market value$18.89M
1.07%
Sole
0.00
Shared
0.00
None
373.10K

MANULIFE FINL CORP

SOLE
COM
Shares465.93K
TypeSH
Market value$18.86M
1.07%
Sole
0.00
Shared
0.00
None
465.93K

CISCO SYS INC

SOLE
COM
Shares159.17K
TypeSH
Market value$18.70M
1.06%
Sole
0.00
Shared
0.00
None
159.17K

BANK NOVA SCOTIA B C

SOLE
COM
Shares214.40K
TypeSH
Market value$18.60M
1.05%
Sole
0.00
Shared
0.00
None
214.40K
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