Cardinal Point Capital Management, ULC
Top Portfolio Positions
166 positions ·
$673,481,338 total
· as of Dec 31, 2025
| Ticker | Company | Shares | Value (USD) | % of Portfolio |
|---|---|---|---|---|
| AAPL |
Apple Inc.
Technology
|
274,167 | $74,535,040 | 11.07% |
| RY |
Royal Bank Of Canada
Financial Services
|
198,039 | $33,763,669 | 5.01% |
| IAU |
Ishares Gold Trust
|
298,440 | $24,224,374 | 3.60% |
| BMO |
Bank Of Montreal /Can/
Financial Services
|
178,488 | $23,165,957 | 3.44% |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
60,166 | $19,386,688 | 2.88% |
| WMT |
Walmart Inc.
Consumer Defensive
|
170,480 | $18,993,176 | 2.82% |
| CSCO |
Cisco Systems, Inc.
Technology
|
244,165 | $18,808,029 | 2.79% |
| SU |
Suncor Energy Inc
Energy
|
395,317 | $17,536,262 | 2.60% |
| MFC |
Manulife Financial Corp
Financial Services
|
464,665 | $16,858,046 | 2.50% |
| BNS |
Bank Of Nova Scotia
Financial Services
|
219,961 | $16,208,926 | 2.41% |
Portfolio Trend
Holdings in ASA
Export CSVShares Held
Position Value (USD)
4 of 4 shown
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2025-12-31 | $392,330 | 6,575 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $367,545 | 8,025 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $300,704 | 9,525 | Shares | Sole | 2025-07-31 | |
| 2025-03-31 | $551,562 | 18,300 | Shares | Sole | 2025-05-08 | |
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