Cardinal Point Capital Management ULC
Filing Date
Global Rank
#2,113
/ 8,605
▲ 72
· as of Mar 2026
Top Industry
Banks - Diversified
17.4%
3Y Alpha vs SPY
+4.2%
Period ended 3 months ago
Filed Apr 20, 2026 · 3mo
14 quarters · since Dec 2022
Clone Performance
Jul 2023–Jul 2026 · vs SPYHypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.
Cloned portfolio
+95.0%
SPY
+76.5%
Annualised alpha
+4.1%
Max drawdown
−13.8%
Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.
Portfolio Concentration
181 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025Top Position
8.0%
−2.3 pts
Top 5
23.2%
−2.4 pts
Top 10
37.4%
−0.8 pts
HHI
245
Diversified−28
Portfolio Trend
14 quarters · across all stocks
Sector Breakdown
As of Mar 31, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Technology | 23.0% | $170,589,211 |
| Financial Services | 22.4% | $166,038,788 |
| Energy | 11.7% | $86,682,647 |
| Consumer Defensive | 8.4% | $62,181,852 |
| Healthcare | 6.6% | $49,245,431 |
| Industrials | 6.4% | $47,703,315 |
| Basic Materials | 5.9% | $44,065,135 |
| Communication Services | 5.8% | $42,767,546 |
| Unclassified | 5.1% | $37,697,598 |
| Consumer Cyclical | 4.0% | $29,760,153 |
| Utilities | 0.7% | $5,407,183 |
| Real Estate | 0.1% | $603,136 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased
25 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| BBUC | Brookfield Business Corp | +233,872 | 353,005 | $11,169,078 | |
| OTEX | Open Text Corp | +190,405 | 446,889 | $9,938,811 | |
| ODV | Osisko Development Corp. | +131,000 | 198,000 | $643,500 | |
| NVDA | Nvidia Corp | +114,989 | 153,068 | $26,695,059 | |
| AIOT | Powerfleet, Inc. | +75,300 | 135,800 | $418,264 | |
| CAE | Cae Inc | +32,075 | 55,261 | $1,439,549 | |
| PUBM | PubMatic, Inc. | +26,500 | 71,500 | $584,870 | |
| MGNI | Magnite, Inc. | +26,425 | 94,950 | $1,128,006 | |
| PPTA | Perpetua Resources Corp. | +22,500 | 37,500 | $1,054,500 | |
| MSFT | Microsoft Corp | +18,624 | 47,128 | $17,445,371 | |
| FIVN | Five9, Inc. | +16,800 | 45,990 | $697,668 | |
| TAC | Transalta Corp | +14,249 | 182,660 | $2,392,846 | |
| SKE | Skeena Resources Ltd | +12,000 | 27,000 | $802,440 | |
| QXO | QXO, Inc. | +9,910 | 23,580 | $457,923 | |
| LUV | Southwest Airlines Co | +9,410 | 23,631 | $887,816 | |
| GIB | Cgi Inc | +7,872 | 119,950 | $8,768,345 | |
| MFC | Manulife Financial Corp | +6,686 | 471,351 | $16,233,328 | |
| NKE | NIKE, Inc. | +6,408 | 41,310 | $2,181,994 | |
| UBER | Uber Technologies, Inc | +6,298 | 18,158 | $1,306,104 | |
| PFE | Pfizer Inc | +5,450 | 329,107 | $9,241,324 | |
| RCI | Rogers Communications Inc | +5,011 | 333,058 | $12,806,080 | |
| IAU | Ishares Gold Trust | +4,986 | 303,426 | $26,750,036 | |
| CMCSA | Comcast Corp | +4,535 | 177,905 | $5,107,652 | |
| EL | Estee Lauder Companies Inc | +4,455 | 22,930 | $1,645,686 | |
| AMZN | Amazon Com Inc | +4,450 | 37,124 | $7,731,815 | |
| No positions match the current search. | |||||
Trimmed
Positions the filer reduced
25 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| CVE | Cenovus Energy Inc. | −209,897 | 33,842 | $897,828 | |
| EQX | Equinox Gold Corp. | −58,150 | 100,925 | $1,459,375 | |
| KVUE | Kenvue Inc. | −46,563 | 257,127 | $4,432,869 | |
| AAPL | Apple Inc. | −39,522 | 234,645 | $59,550,554 | |
| SU | Suncor Energy Inc | −16,841 | 378,476 | $25,021,048 | |
| PAAS | Pan American Silver Corp | −14,037 | 10,379 | $567,004 | |
| ARIS | Aris Mining Corp | −12,550 | 33,250 | $617,452 | |
| IAG | Iamgold Corp | −12,250 | 19,300 | $363,226 | |
| BTG | B2gold Corp | −7,200 | 112,250 | $508,492 | |
| AG | First Majestic Silver Corp | −6,700 | 15,700 | $337,236 | |
| CSCO | Cisco Systems, Inc. | −6,556 | 237,609 | $18,436,082 | |
| FSM | Fortuna Mining Corp. | −6,100 | 22,650 | $224,914 | |
| WMT | Walmart Inc. | −6,078 | 164,402 | $20,431,880 | |
| B | Barrick Mining Corp | −5,775 | 13,915 | $567,592 | |
| BNS | Bank Of Nova Scotia | −4,436 | 215,525 | $14,938,037 | |
| MPC | Marathon Petroleum Corp | −4,207 | 1,000 | $244,180 | |
| TD | Toronto Dominion Bank | −3,897 | 293,001 | $27,339,923 | |
| LOW | Lowes Companies Inc | −3,760 | 1,405 | $331,973 | |
| GLW | Corning Inc /Ny | −3,345 | 22,877 | $3,110,585 | |
| KGC | Kinross Gold Corp | −3,300 | 10,750 | $328,090 | |
| PM | Philip Morris International Inc. | −3,169 | 73,201 | $12,103,053 | |
| BMY | Bristol Myers Squibb Co | −3,000 | 10,763 | $652,775 | |
| CDNS | Cadence Design Systems Inc | −2,585 | 2,965 | $823,884 | |
| JNJ | Johnson & Johnson | −2,342 | 74,043 | $18,099,070 | |
| DIS | Walt Disney Co | −2,331 | 38,337 | $3,694,920 | |
| No positions match the current search. | |||||
New Positions
Positions the filer opened this quarter
23 positions
| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| AVGO | Broadcom Inc. | 2,037 | $630,471 | |
| MOS | Mosaic Co | 17,325 | $441,787 | |
| KMB | Kimberly Clark Corp | 4,212 | $406,331 | |
| CRWV | CoreWeave, Inc. | 5,200 | $402,844 | |
| HRI | Herc Holdings Inc | 3,756 | $373,909 | |
| SHEL | Shell plc | 3,112 | $289,416 | |
| AZO | Autozone Inc | 85 | $287,111 | |
| AON | Aon plc | 836 | $269,844 | |
| BX | Blackstone Inc. | 2,206 | $253,667 | |
| AZN | Astrazeneca PLC | 1,210 | $238,636 | |
| TAP | Molson Coors Beverage Co | 5,500 | $236,830 | |
| AMAT | Applied Materials Inc /De | 681 | $232,758 | |
| APD | Air Products & Chemicals, Inc. | 800 | $232,392 | |
| ISRG | Intuitive Surgical Inc | 496 | $228,651 | |
| ASML | Asml Holding NV | 169 | $223,220 | |
| WHR | Whirlpool Corp /De/ | 4,000 | $215,680 | |
| VRT | Vertiv Holdings Co | 860 | $215,498 | |
| BTI | British American Tobacco p.l.c. | 3,664 | $214,234 | |
| TTE | TotalEnergies SE | 2,323 | $211,346 | |
| VLO | Valero Energy Corp/Tx | 834 | $206,064 | |
| ITRG | Integra Resources Corp. | 70,000 | $191,100 | |
| VZLA | Vizsla Silver Corp. | 33,000 | $108,900 | |
| BKNG | Booking Holdings Inc. | 70 | $11,788 | |
| No positions match the current search. | ||||
Sold Out
Positions the filer fully exited
17 positions
| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| SCHW | Schwab Charles Corp | 52,034 | $5,198,716 | |
| NGD | New Gold Inc. /FI | 205,600 | $1,790,776 | |
| PYPL | PayPal Holdings, Inc. | 25,470 | $1,486,938 | |
| RSG | Republic Services, Inc. | 2,892 | $612,901 | |
| MQ | Marqeta, Inc. | 31,969 | $607,411 | |
| FISV | Fiserv Inc | 6,802 | $456,890 | |
| NOW | ServiceNow, Inc. | 2,335 | $357,698 | |
| CARR | CARRIER GLOBAL Corp | 5,540 | $292,733 | |
| DAL | Delta Air Lines, Inc. | 4,200 | $291,480 | |
| PSX | Phillips 66 | 1,854 | $239,240 | |
| PINS | Pinterest, Inc. | 9,050 | $234,304 | |
| EPD | Enterprise Products Partners L.P. | 6,980 | $223,778 | |
| DXCM | Dexcom Inc | 3,200 | $212,384 | |
| KHC | Kraft Heinz Co | 8,325 | $201,881 | |
| PK | Park Hotels & Resorts Inc. | 17,175 | $179,650 | |
| CRWD | CrowdStrike Holdings, Inc. | 445 | $52,149 | |
| CVNA | Carvana Co. | 600 | $50,642 | |
| No positions match the current search. | ||||
181 positions ·
$742,741,995 total
· as of Mar 31, 2026
All sectors
Basic Materials
Communication Services
Consumer Cyclical
Consumer Defensive
Energy
Financial Services
Healthcare
Industrials
Real Estate
Technology
Utilities
Showing 1–50
of 181 positions by value
· page 1 of 4
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| AAPL |
Apple Inc.
Technology
|
Reduced | 234,645 | $59,550,554 | 8.02% | |
| RY |
Royal Bank Of Canada
Financial Services
|
Reduced | 196,519 | $31,792,843 | 4.28% | |
| TD |
Toronto Dominion Bank
Financial Services
|
Reduced | 293,001 | $27,339,923 | 3.68% | |
| IAU |
Ishares Gold Trust
|
Added | 303,426 | $26,750,036 | 3.60% | |
| NVDA |
Nvidia Corp
Technology
|
Added | 153,068 | $26,695,059 | 3.59% | |
| SU |
Suncor Energy Inc
Energy
|
Reduced | 378,476 | $25,021,048 | 3.37% | |
| BMO |
Bank Of Montreal /Can/
Financial Services
|
Reduced | 176,674 | $23,911,059 | 3.22% | |
| WMT |
Walmart Inc.
Consumer Defensive
|
Reduced | 164,402 | $20,431,880 | 2.75% | |
| CSCO |
Cisco Systems, Inc.
Technology
|
Reduced | 237,609 | $18,436,082 | 2.48% | |
| JNJ |
Johnson & Johnson
Healthcare
|
Reduced | 74,043 | $18,099,070 | 2.44% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
Added | 60,898 | $17,913,755 | 2.41% | |
| ENB |
Enbridge Inc
Energy
|
Added | 328,162 | $17,766,690 | 2.39% | |
| MSFT |
Microsoft Corp
Technology
|
Added | 47,128 | $17,445,371 | 2.35% | |
| MFC |
Manulife Financial Corp
Financial Services
|
Added | 471,351 | $16,233,328 | 2.19% | |
| TRP |
Tc Energy Corp
Energy
|
Reduced | 252,721 | $15,820,334 | 2.13% | |
| NEM |
NEWMONT Corp /DE/
Basic Materials
|
Added | 142,570 | $15,433,202 | 2.08% | |
| BNS |
Bank Of Nova Scotia
Financial Services
|
Reduced | 215,525 | $14,938,037 | 2.01% | |
| AEM |
Agnico Eagle Mines Ltd
Basic Materials
|
Reduced | 69,101 | $14,026,120 | 1.89% | |
| CNI |
Canadian National Railway Co
Industrials
|
Added | 135,114 | $13,885,665 | 1.87% | |
| RCI |
Rogers Communications Inc
Communication Services
|
Added | 333,058 | $12,806,080 | 1.72% | |
| SUNC |
SunocoCorp LLC
Energy
|
Reduced | 203,513 | $12,546,576 | 1.69% | |
| PM |
Philip Morris International Inc.
Consumer Defensive
|
Reduced | 73,201 | $12,103,053 | 1.63% | |
| BRK-B |
Berkshire Hathaway Inc
Financial Services
|
Reduced | 24,521 | $11,750,463 | 1.58% | |
| CNQ |
CANADIAN NATURAL RESOURCES Ltd
Energy
|
Added | 230,194 | $11,217,353 | 1.51% | |
| BBUC |
Brookfield Business Corp
Industrials
|
Added | 353,005 | $11,169,078 | 1.50% | |
| PEP |
Pepsico Inc
Consumer Defensive
|
Added | 71,531 | $11,108,048 | 1.50% | |
| ORCL |
Oracle Corp
Technology
|
Added | 69,848 | $10,275,339 | 1.38% | |
| OTEX |
Open Text Corp
Technology
|
Added | 446,889 | $9,938,811 | 1.34% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
Reduced | 33,041 | $9,501,269 | 1.28% | |
| PFE |
Pfizer Inc
Healthcare
|
Added | 329,107 | $9,241,324 | 1.24% | |
| IBM |
International Business Machines Corp
Technology
|
Added | 37,304 | $9,042,116 | 1.22% | |
| CVS |
CVS HEALTH Corp
Healthcare
|
Added | 122,740 | $8,815,186 | 1.19% | |
| GIB |
Cgi Inc
Technology
|
Added | 119,950 | $8,768,345 | 1.18% | |
| FDX |
Fedex Corp
Industrials
|
Reduced | 28,707 | $8,239,210 | 1.11% | |
| COST |
Costco Wholesale Corp /New
Consumer Defensive
|
Added | 8,030 | $8,001,332 | 1.08% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
Added | 37,124 | $7,731,815 | 1.04% | |
| TSLA |
Tesla, Inc.
Consumer Cyclical
|
Added | 20,742 | $7,710,838 | 1.04% | |
| V |
Visa Inc.
Financial Services
|
Reduced | 22,082 | $6,674,063 | 0.90% | |
| CMCSA |
Comcast Corp
Communication Services
|
Added | 177,905 | $5,107,652 | 0.69% | |
| VTRS |
Viatris Inc
Healthcare
|
Added | 328,681 | $4,440,480 | 0.60% | |
| KVUE |
Kenvue Inc.
Consumer Defensive
|
Reduced | 257,127 | $4,432,869 | 0.60% | |
| SPY |
Spdr S&P 500 ETF Trust
|
Added | 6,696 | $4,354,676 | 0.59% | |
| FIX |
Comfort Systems USA Inc
Industrials
|
Reduced | 3,145 | $4,336,923 | 0.58% | |
| MCD |
Mcdonalds Corp
Consumer Cyclical
|
Reduced | 12,439 | $3,865,916 | 0.52% | |
| DIS |
Walt Disney Co
Communication Services
|
Reduced | 38,337 | $3,694,920 | 0.50% | |
| QQQ |
Invesco Qqq Trust, Series 1
|
Added | 6,095 | $3,517,912 | 0.47% | |
| GLW |
Corning Inc /Ny
Technology
|
Reduced | 22,877 | $3,110,585 | 0.42% | |
| CM |
Canadian Imperial Bank Of Commerce /Can/
Financial Services
|
Reduced | 28,249 | $2,676,592 | 0.36% | |
| AGI |
Alamos Gold Inc
Basic Materials
|
Reduced | 60,000 | $2,665,800 | 0.36% | |
| BGSI |
Boyd Group Services Inc.
Consumer Cyclical
|
Added | 20,095 | $2,569,346 | 0.35% |