Cardinal Point Capital Management ULC

Q3 2026 13F-HR Holdings

Location
Toronto, A6
Holdings as of
9/30/2026
Date filed
10/21/2026
Form type
13F-HR
Num holdings
283
Total value ($000)
$1,800,144
Net value change ($000)
+35,021 (2.0%)
New positions
17
Sold out positions
28
Turnover %
4.0%
Sector allocation + QoQ delta (equities-only)
Prev filing: 7/14/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q2 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)
IALT 39,551 NEW
AAPL 10,114 14.5%
MSFT 6,181 34.6%
SU 5,073 25.5%
VTI 4,987 2.2%
BGSI 4,609 191.2%
NVDA 4,500 14.6%
USFR 3,885 5.4%
DBMF 3,770 9.8%
AEM 3,161 28.8%
Top Reduces (Value $000, Stocks/ETFs)
VBIL -24,039 -99.0%
VTEB -10,368 -100.0%
RY -2,618 -6.6%
VEU -2,310 -3.0%
BMO -2,265 -7.3%
GLW -2,263 -39.9%
VUG -2,221 -100.0%
CVS -2,198 -17.2%
TRP -2,180 -13.1%
VOO -2,066 -35.6%
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