Managers / Q1 2026
Cardinal Point Capital Management ULC
CIK 0001950841 · 3280 BLOOR STREET WEST, CENTRE TOWER, SUITE 500, TORONTO, A6, M8X 2X3 · 866-213-2036
Reported Value
$1.6B
Q1 2026
Positions
286
Filings on Record
16
2019–present window
Filed
Apr 20, 2026
original filing
Summary
Cardinal Point Capital Management Ulc reported $1.6B in U.S.-listed holdings across 286 positions for Q1 2026.
Its largest position, VTI, represents 12.0% of the portfolio.
Compared with Q4 2025, the fund opened 48 new positions and exited 22.
Reported Value by Quarter
13F Reported Value
Portfolio Composition
By security type
Composition data arrives with ticker enrichment.
Quarter-over-Quarter Changes full breakdown →
Holdings — Q1 2026
Filing History
| Quarter | Reported Value | Positions | Filed | Type | Links |
|---|---|---|---|---|---|
| Q1 2026 | $1.6B | 286 | Apr 20, 2026 | 13F-HR | changes · EDGAR ↗ |
| Q4 2025 | $1.5B | 260 | Feb 5, 2026 | 13F-HR | changes · EDGAR ↗ |
| Q3 2025 | $1.4B | 266 | Nov 6, 2025 | 13F-HR | changes · EDGAR ↗ |
| Q2 2025 | $1.3B | 242 | Jul 31, 2025 | 13F-HR | changes · EDGAR ↗ |
| Q1 2025 | $1.1B | 179 | May 8, 2025 | 13F-HR | changes · EDGAR ↗ |
| Q4 2024 | $630M | 84 | Jan 14, 2025 | 13F-HR | changes · EDGAR ↗ |
| Q3 2024 | $600M | 83 | Oct 8, 2024 | 13F-HR | changes · EDGAR ↗ |
| Q2 2024 | $575M | 73 | Jul 12, 2024 | 13F-HR | changes · EDGAR ↗ |
| Q1 2024 | $526M | 72 | Apr 24, 2024 | 13F-HR | changes · EDGAR ↗ |
| Q4 2023 | $413M | 69 | Jan 12, 2024 | 13F-HR | changes · EDGAR ↗ |
| Q3 2023 | $382M | 67 | Oct 19, 2023 | 13F-HR | changes · EDGAR ↗ |
| Q2 2023 | $332M | 68 | Aug 10, 2023 | 13F-HR | changes · EDGAR ↗ |
13F filings are due up to 45 days after quarter end, so holdings shown here lag the fund’s current book. Source: original SEC filing on EDGAR ↗.