Cardinal Point Capital Management ULC

Q2 2026 13F-HR Holdings

Location
Toronto, A6
Holdings as of
6/30/2026
Date filed
7/14/2026
Form type
13F-HR
Num holdings
294
Total value ($000)
$1,765,123
Net value change ($000)
+133,980 (8.2%)
New positions
26
Sold out positions
17
Turnover %
1.1%
Sector allocation + QoQ delta (equities-only)
Prev filing: 4/20/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q1 2026
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)
VTI 32,744 16.7%
AAPL 10,206 17.1%
VEU 8,945 13.2%
GOOGL 8,660 29.8%
RY 8,138 25.7%
LRGF 7,409 15.3%
TD 7,401 27.1%
BMO 7,085 29.7%
DFAX 6,136 9.3%
DFAC 6,079 15.2%
Top Reduces (Value $000, Stocks/ETFs)
TFLO -7,167 -27.5%
SU -5,115 -20.5%
IAU -4,450 -16.6%
KVUE -4,433 -100.0%
AEM -3,013 -21.5%
GDX -2,540 -18.5%
WMT -2,374 -11.6%
NEM -2,225 -14.4%
CNQ -2,040 -18.2%
RCI -2,032 -15.9%
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