Cardinal Point Capital Management ULC

Q1 2026 13F-HR Holdings

Location
Toronto, A6
Holdings as of
3/31/2026
Date filed
4/20/2026
Form type
13F-HR
Num holdings
286
Total value ($000)
$1,631,143
Net value change ($000)
+101,278 (6.6%)
New positions
48
Sold out positions
22
Turnover %
5.7%
Sector allocation + QoQ delta (equities-only)
Prev filing: 2/5/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q4 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
VBIL 20,660 NEW
NVDA 19,594 275.9%
BBUC 11,113 NEW
VTEB 10,986 NEW
VEU 8,035 13.4%
SU 7,412 42.2%
TFLO 6,432 32.8%
DFAX 5,909 9.8%
DBMF 4,535 13.9%
MSFT 3,661 26.6%
Top Reduces (Value $000, Stocks/ETFs)
AAPL -14,984 -20.1%
BBU -8,377 -100.0%
SCHW -5,199 -100.0%
BBUC -4,263 -100.0%
ORCL -3,287 -24.2%
CVE -3,233 -78.3%
LRGF -3,156 -6.1%
GOOGL -3,146 -9.8%
RY -2,104 -6.2%
IBM -1,915 -17.5%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type