Cardinal Point Capital Management ULC
Top Portfolio Positions
181 positions ·
$735,597,481 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| AAPL |
Apple Inc.
Technology
|
234,645 | $59,550,554 | 8.10% | |
| RY |
Royal Bank Of Canada
Financial Services
|
196,519 | $31,792,843 | 4.32% | |
| TD |
Toronto Dominion Bank
Financial Services
|
293,001 | $27,339,923 | 3.72% | |
| IAU |
Ishares Gold Trust
|
303,426 | $26,750,036 | 3.64% | |
| NVDA |
Nvidia Corp
Technology
|
153,068 | $26,695,059 | 3.63% | |
| SU |
Suncor Energy Inc
Energy
|
378,476 | $25,021,048 | 3.40% | |
| BMO |
Bank Of Montreal /Can/
Financial Services
|
176,674 | $23,911,059 | 3.25% | |
| WMT |
Walmart Inc.
Consumer Defensive
|
164,402 | $20,431,880 | 2.78% | |
| CSCO |
Cisco Systems, Inc.
Technology
|
237,609 | $18,436,082 | 2.51% | |
| JNJ |
Johnson & Johnson
Healthcare
|
74,043 | $18,099,070 | 2.46% |
Portfolio Trend
14 quarters · across all stocks
Holdings in OTEX
Shares Held
Position Value (USD)
5 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $9,938,811 | 446,889 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $8,356,248 | 256,484 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $9,649,235 | 258,139 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $7,631,536 | 261,354 | Shares | Sole | 2025-07-31 | |
| 2025-03-31 | $6,633,755 | 262,619 | Shares | Sole | 2025-05-08 | |
| No 13F history on record for this holder in this stock. | ||||||