Cardinal Point Capital Management ULC
Net seller this quarter
$1.77B
200
-$6.98M
21.4%
Holdings
| Company | Value | % of portfolio | % of company | POSITION CHANGE qoq % | First reported |
|---|---|---|---|---|---|
| Q2 2026 | |||||
 DFAX | $72.3M | 4.10% | Not reported | +0.8% | Q1 2024 |
 AAPL | $69.8M | 3.95% | 0.00% | +2.7% | Q4 2022 |
 RY | $39.8M | 2.26% | 0.01% | -1.9% | Q1 2025 |
 GOOG | $37.7M | 2.14% | Not reported | +5.4% | Q4 2022 |
 TD | $34.7M | 1.97% | 0.02% | -2.4% | Q1 2025 |
 BMO | $31M | 1.75% | 0.02% | -0.6% | Q1 2025 |
 NVDA | $30.8M | 1.74% | 0.00% | +0.4% | Q1 2024 |
 IAU | $22.3M | 1.26% | 0.04% | -2.7% | Q4 2022 |
 JPM | $20M | 1.13% | 0.00% | +0.1% | Q1 2025 |
 SU | $19.9M | 1.13% | 0.03% | -2.2% | Q1 2025 |
 MFC | $18.9M | 1.07% | Not reported | -1.2% | Q1 2025 |
 CSCO | $18.7M | 1.06% | 0.00% | -33.0% | Q1 2025 |
 BNS | $18.6M | 1.05% | 0.02% | -0.5% | Q1 2025 |
 JNJ | $18.5M | 1.05% | 0.00% | -1.7% | Q4 2022 |
 WMT | $18.1M | 1.02% | 0.00% | -3.0% | Q1 2025 |
 MSFT | $17.9M | 1.01% | 0.00% | +1.7% | Q4 2022 |
 ENB | $17.4M | 0.98% | 0.01% | -2.1% | Q1 2025 |
 TRP | $16.7M | 0.94% | Not reported | -0.3% | Q1 2025 |
 CNI | $16.1M | 0.91% | 0.02% | -0.1% | Q1 2025 |
 SUNC | $13.7M | 0.77% | 0.39% | -0.8% | Q4 2025 |
 BRK.B | $13.4M | 0.76% | Not reported | +9.1% | Q4 2022 |
 PM | $13.3M | 0.75% | 0.00% | +0.3% | Q1 2025 |
 NEM | $13.2M | 0.75% | 0.01% | -0.8% | Q1 2025 |
 CVS | $12.8M | 0.73% | 0.01% | +0.8% | Q1 2025 |
| GOOGL | $11.3M | 0.64% | 0.00% | -4.7% | Q1 2024 |
 AEM | $11M | 0.62% | 0.01% | +2.5% | Q1 2025 |
 IBM | $11M | 0.62% | 0.00% | +4.6% | Q1 2025 |
 RCI | $10.8M | 0.61% | Not reported | -0.6% | Q1 2025 |
 BBUC | $10.6M | 0.60% | 0.40% | +0.6% | Q1 2025 |
 ORCL | $10.3M | 0.58% | 0.00% | +0.6% | Q1 2025 |
 OTEX | $9.88M | 0.56% | 0.18% | +0.1% | Q1 2025 |
 PEP | $9.73M | 0.55% | 0.01% | +0.4% | Q1 2025 |
 CNQ | $9.17M | 0.52% | 0.01% | +0.8% | Q1 2025 |
 AMZN | $9.08M | 0.51% | 0.00% | +2.6% | Q4 2022 |
 TSLA | $8.85M | 0.50% | 0.00% | +1.4% | Q4 2022 |
 FDX | $8.82M | 0.50% | 0.01% | -1.9% | Q1 2025 |
 GIB | $8.02M | 0.45% | Not reported | +3.6% | Q1 2025 |
 PFE | $8M | 0.45% | 0.01% | +0.9% | Q1 2025 |
 COST | $7.83M | 0.44% | 0.00% | +4.2% | Q3 2024 |
 V | $7.55M | 0.43% | 0.00% | -0.3% | Q4 2022 |
 FIX | $6.24M | 0.35% | 0.01% | +0.1% | Q2 2025 |
 GLW | $5.66M | 0.32% | 0.00% | -3.1% | Q1 2025 |
 VTRS | $5.24M | 0.30% | 0.03% | +0.4% | Q1 2025 |
 SPY | $5.12M | 0.29% | Not reported | +2.3% | Q3 2023 |
 QQQ | $4.64M | 0.26% | Not reported | +3.3% | Q4 2022 |
 CMCSA | $4.5M | 0.25% | 0.00% | +3.0% | Q1 2025 |
 MCD | $3.39M | 0.19% | 0.00% | +0.7% | Q1 2025 |
 CM | $3.35M | 0.19% | 0.00% | +3.1% | Q1 2025 |
 DIS | $3.04M | 0.17% | 0.00% | -17.7% | Q1 2025 |
 SLF | $2.69M | 0.15% | Not reported | +1.6% | Q1 2025 |
| Q1 2026 | |||||
| DFAX | $66.2M | 4.06% | Not reported | +5.8% | Q1 2024 |
| AAPL | $59.6M | 3.65% | 0.00% | -14.4% | Q4 2022 |
| RY | $31.7M | 1.94% | 0.01% | -0.8% | Q1 2025 |
| GOOG | $29M | 1.78% | Not reported | -1.3% | Q4 2022 |
| TD | $27.3M | 1.67% | 0.02% | -1.3% | Q1 2025 |
| IAU | $26.7M | 1.64% | 0.04% | +1.7% | Q4 2022 |
| NVDA | $26.7M | 1.64% | 0.00% | +302.0% | Q1 2024 |
| SU | $25M | 1.53% | 0.03% | -4.3% | Q1 2025 |
| BMO | $23.9M | 1.46% | 0.02% | -1.0% | Q1 2025 |
| WMT | $20.4M | 1.25% | 0.00% | -3.6% | Q1 2025 |
| CSCO | $18.4M | 1.13% | 0.01% | -2.7% | Q1 2025 |
| JNJ | $18.1M | 1.11% | 0.00% | -3.1% | Q4 2022 |
| JPM | $17.9M | 1.10% | 0.00% | +1.2% | Q1 2025 |
| ENB | $17.8M | 1.09% | 0.02% | +0.1% | Q1 2025 |
| MSFT | $17.4M | 1.07% | 0.00% | +65.3% | Q4 2022 |
| MFC | $16.2M | 0.99% | Not reported | +1.4% | Q1 2025 |
| TRP | $15.8M | 0.97% | Not reported | -0.5% | Q1 2025 |
| NEM | $15.4M | 0.95% | 0.01% | +1.5% | Q1 2025 |
| BNS | $14.9M | 0.91% | 0.02% | -2.0% | Q1 2025 |
| AEM | $14M | 0.86% | 0.01% | -0.4% | Q1 2025 |
| CNI | $13.9M | 0.85% | 0.02% | +2.0% | Q1 2025 |
| RCI | $12.8M | 0.78% | Not reported | +1.5% | Q1 2025 |
| SUNC | $12.5M | 0.77% | 0.40% | -0.3% | Q4 2025 |
| PM | $12.1M | 0.74% | 0.00% | -4.2% | Q1 2025 |
| BRK.B | $11.8M | 0.72% | Not reported | -7.1% | Q4 2022 |
| CNQ | $11.2M | 0.69% | 0.01% | +0.9% | Q1 2025 |
| BBUC | $11.1M | 0.68% | 0.40% | +196.3% | Q1 2025 |
| PEP | $11.1M | 0.68% | 0.01% | +0.4% | Q1 2025 |
| ORCL | $10.3M | 0.63% | 0.00% | +0.4% | Q1 2025 |
| FDX | $10.2M | 0.63% | 0.01% | -0.5% | Q1 2025 |
| OTEX | $9.94M | 0.61% | 0.18% | +74.2% | Q1 2025 |
| GOOGL | $9.5M | 0.58% | 0.00% | -3.4% | Q1 2024 |
| PFE | $9.24M | 0.57% | 0.01% | +1.7% | Q1 2025 |
| IBM | $9.04M | 0.55% | 0.00% | +0.9% | Q1 2025 |
| CVS | $8.82M | 0.54% | 0.01% | +0.2% | Q1 2025 |
| GIB | $8.75M | 0.54% | Not reported | +7.0% | Q1 2025 |
| COST | $8M | 0.49% | 0.00% | +1.9% | Q3 2024 |
| AMZN | $7.73M | 0.47% | 0.00% | +13.6% | Q4 2022 |
| TSLA | $7.71M | 0.47% | 0.00% | +19.6% | Q4 2022 |
| V | $6.67M | 0.41% | 0.00% | -2.3% | Q4 2022 |
| CMCSA | $5.11M | 0.31% | 0.00% | +2.6% | Q1 2025 |
| VTRS | $4.44M | 0.27% | 0.03% | +0.3% | Q1 2025 |
 KVUE | $4.43M | 0.27% | 0.01% | -15.3% | Q1 2025 |
| SPY | $4.36M | 0.27% | Not reported | +28.0% | Q3 2023 |
| FIX | $4.34M | 0.27% | 0.01% | -28.5% | Q2 2025 |
| MCD | $3.87M | 0.24% | 0.00% | -0.8% | Q1 2025 |
| DIS | $3.69M | 0.23% | 0.00% | -5.7% | Q1 2025 |
| QQQ | $3.52M | 0.22% | Not reported | +13.9% | Q4 2022 |
| GLW | $3.11M | 0.19% | 0.00% | -12.8% | Q1 2025 |
| CM | $2.67M | 0.16% | 0.00% | -4.1% | Q1 2025 |
| Q4 2025 | |||||
| AAPL | $74.5M | 4.87% | 0.00% | -1.5% | Q4 2022 |
| DFAX | $60.3M | 3.94% | Not reported | +2.9% | Q1 2024 |
| RY | $33.8M | 2.21% | 0.01% | -0.5% | Q1 2025 |
| GOOG | $32.2M | 2.10% | Not reported | -4.8% | Q4 2022 |
| TD | $28M | 1.83% | 0.02% | -0.6% | Q1 2025 |
| IAU | $24.2M | 1.58% | 0.04% | -0.5% | Q4 2022 |
| BMO | $23.2M | 1.52% | 0.03% | +0.6% | Q1 2025 |
| JPM | $19.4M | 1.27% | 0.00% | +1.2% | Q1 2025 |
| WMT | $19M | 1.24% | 0.00% | +3.4% | Q1 2025 |
| CSCO | $18.8M | 1.23% | 0.01% | +1.2% | Q1 2025 |
| SU | $17.6M | 1.15% | 0.03% | +2.3% | Q1 2025 |
| MFC | $16.9M | 1.10% | Not reported | +2.5% | Q1 2025 |
| BNS | $16.2M | 1.06% | 0.02% | +0.4% | Q1 2025 |
| JNJ | $15.8M | 1.03% | 0.00% | +1.0% | Q4 2022 |
| ENB | $15.7M | 1.03% | 0.02% | -0.3% | Q1 2025 |
| NEM | $14M | 0.92% | 0.01% | 0.0% | Q1 2025 |
| TRP | $14M | 0.92% | Not reported | +0.7% | Q1 2025 |
| MSFT | $13.8M | 0.90% | 0.00% | +8.1% | Q4 2022 |
| ORCL | $13.6M | 0.89% | 0.00% | +4.7% | Q1 2025 |
| BRK.B | $13.3M | 0.87% | Not reported | -0.3% | Q4 2022 |
| CNI | $13.1M | 0.86% | 0.02% | +6.5% | Q1 2025 |
| RCI | $12.4M | 0.81% | Not reported | -0.7% | Q1 2025 |
| PM | $12.3M | 0.80% | 0.00% | +11.0% | Q1 2025 |
| AEM | $11.8M | 0.77% | 0.01% | -1.4% | Q1 2025 |
| IBM | $11M | 0.72% | 0.00% | +0.9% | Q1 2025 |
| GOOGL | $10.7M | 0.70% | 0.00% | +2.4% | Q1 2024 |
| GIB | $10.4M | 0.68% | Not reported | +4.4% | Q1 2025 |
| PEP | $10.2M | 0.67% | 0.01% | +2.9% | Q1 2025 |
| SUNC | $10.1M | 0.66% | Not reported | New | Q4 2025 |
| CVS | $9.73M | 0.64% | 0.01% | -1.1% | Q1 2025 |
| BBU | $8.38M | 0.55% | Not reported | +0.4% | Q1 2025 |
| OTEX | $8.36M | 0.55% | 0.10% | -0.6% | Q1 2025 |
| FDX | $8.33M | 0.54% | 0.01% | +4.7% | Q1 2025 |
| PFE | $8.06M | 0.53% | 0.01% | +3.0% | Q1 2025 |
| V | $7.93M | 0.52% | 0.00% | +1.0% | Q4 2022 |
| TSLA | $7.8M | 0.51% | 0.00% | -0.2% | Q4 2022 |
| CNQ | $7.74M | 0.51% | 0.01% | +4.1% | Q1 2025 |
| AMZN | $7.54M | 0.49% | 0.00% | +12.2% | Q4 2022 |
| NVDA | $7.1M | 0.46% | 0.00% | +3.7% | Q1 2024 |
| COST | $6.8M | 0.44% | 0.00% | +0.7% | Q3 2024 |
| KVUE | $5.24M | 0.34% | 0.02% | -10.1% | Q1 2025 |
 SCHW | $5.2M | 0.34% | 0.00% | New | Q4 2025 |
| CMCSA | $5.18M | 0.34% | 0.00% | -18.5% | Q1 2025 |
| DIS | $4.63M | 0.30% | 0.00% | -1.2% | Q1 2025 |
| BBUC | $4.26M | 0.28% | 0.14% | +4.6% | Q1 2025 |
 CVE | $4.13M | 0.27% | 0.01% | -0.4% | Q1 2025 |
| FIX | $4.1M | 0.27% | 0.01% | -1.7% | Q2 2025 |
| VTRS | $4.08M | 0.27% | 0.03% | +0.2% | Q1 2025 |
| MCD | $3.83M | 0.25% | 0.00% | +6.2% | Q1 2025 |
| SPY | $3.57M | 0.23% | Not reported | +1.0% | Q3 2023 |
| Q3 2025 | |||||
| AAPL | $70.6M | 4.94% | 0.00% | +17.2% | Q4 2022 |
| DFAX | $55.8M | 3.91% | Not reported | +5.3% | Q1 2024 |
| RY | $29.3M | 2.05% | 0.01% | -2.1% | Q1 2025 |
| GOOG | $26.2M | 1.84% | Not reported | -1.3% | Q4 2022 |
| TD | $23.9M | 1.67% | 0.02% | -2.4% | Q1 2025 |
| IAU | $23.2M | 1.63% | 0.04% | -1.8% | Q4 2022 |
| BMO | $23.1M | 1.62% | 0.02% | -2.7% | Q1 2025 |
| JPM | $18.8M | 1.31% | 0.00% | -2.5% | Q1 2025 |
| ORCL | $18.7M | 1.31% | 0.00% | -1.1% | Q1 2025 |
| WMT | $17M | 1.19% | 0.00% | -0.9% | Q1 2025 |
| ENB | $16.6M | 1.16% | 0.02% | -1.0% | Q1 2025 |
| CSCO | $16.5M | 1.15% | 0.01% | +6.0% | Q1 2025 |
| SU | $16.2M | 1.13% | 0.03% | -1.4% | Q1 2025 |
| BNS | $14.2M | 0.99% | 0.02% | -1.5% | Q1 2025 |
| MFC | $14.1M | 0.99% | Not reported | -1.8% | Q1 2025 |
| JNJ | $14M | 0.98% | 0.00% | -50.5% | Q4 2022 |
| TRP | $13.7M | 0.96% | Not reported | -1.1% | Q1 2025 |
| MSFT | $13.6M | 0.95% | 0.00% | -5.2% | Q4 2022 |
| BRK.B | $13.1M | 0.92% | Not reported | +3.6% | Q4 2022 |
| AEM | $11.9M | 0.83% | 0.01% | -1.1% | Q1 2025 |
| NEM | $11.8M | 0.83% | 0.01% | -1.7% | Q1 2025 |
| CNI | $11.7M | 0.82% | 0.02% | +28.9% | Q1 2025 |
| RCI | $11.4M | 0.80% | Not reported | -1.8% | Q1 2025 |
| PM | $11.2M | 0.78% | 0.00% | -0.6% | Q1 2025 |
| IBM | $10.3M | 0.72% | 0.00% | +3.1% | Q1 2025 |
 EMA | $10.2M | 0.71% | 0.08% | New | Q3 2025 |
| PEP | $9.72M | 0.68% | 0.01% | +16.4% | Q1 2025 |
| OTEX | $9.65M | 0.68% | 0.10% | -1.2% | Q1 2025 |
| GIB | $9.56M | 0.67% | Not reported | -6.4% | Q1 2025 |
| CVS | $9.34M | 0.65% | 0.01% | -1.1% | Q1 2025 |
 WTW | $8.84M | 0.62% | 0.03% | New | Q3 2025 |
| GOOGL | $8.12M | 0.57% | 0.00% | +12.0% | Q1 2024 |
| PFE | $8.01M | 0.56% | 0.01% | +0.7% | Q1 2025 |
| BBU | $7.72M | 0.54% | Not reported | -3.0% | Q1 2025 |
| V | $7.65M | 0.54% | 0.00% | -0.8% | Q4 2022 |
| TSLA | $7.59M | 0.53% | 0.00% | +2.1% | Q4 2022 |
| COST | $7.25M | 0.51% | 0.00% | +1.2% | Q3 2024 |
| CNQ | $7.01M | 0.49% | 0.01% | -5.5% | Q1 2025 |
| NVDA | $6.88M | 0.48% | 0.00% | -3.3% | Q1 2024 |
| CMCSA | $6.69M | 0.47% | 0.01% | +1.4% | Q1 2025 |
| FDX | $6.5M | 0.45% | 0.01% | +5.1% | Q1 2025 |
| AMZN | $6.4M | 0.45% | 0.00% | -4.3% | Q4 2022 |
| KVUE | $5.48M | 0.38% | 0.02% | -1.2% | Q1 2025 |
| DIS | $4.71M | 0.33% | 0.00% | -0.3% | Q1 2025 |
| CVE | $4.15M | 0.29% | 0.01% | +0.7% | Q1 2025 |
| BBUC | $3.82M | 0.27% | 0.15% | -3.8% | Q1 2025 |
| QQQ | $3.72M | 0.26% | Not reported | +50.1% | Q4 2022 |
| FIX | $3.69M | 0.26% | 0.01% | -47.1% | Q2 2025 |
| MCD | $3.59M | 0.25% | 0.00% | -8.2% | Q1 2025 |
| SPY | $3.45M | 0.24% | Not reported | +83.9% | Q3 2023 |