Cardinal-Point-Capital-Management-Ulc
AI_NATIVE detailed information: This accession holds the following tickers:[ "GDX", "IAG", "AGI.TO", "BEP", null, "PBA", "SOBO.TO", "BCE", "FNDF", null, "ABBV", "GOOGL", "T", null, "CP.TO", null, null, null, "GILD", "ARIS.TO", null, "MCD", null, null, null, "FTS", "FSM", null, null, null, null, null, null, null, null, null, "MUB", "META", null, null, null, null, "MAG", "PK", null, "ASA", null, "KGC", null, "SLF", "MSFT", "MS", "GE", null, "IJR", "ORCL", "VGIT", null, null, "IWF", "PYPL", "PEP", "IRM", "IVV", "AAPL", "SPY", "ECL", "NVDA", "ENB", "INTC", "TU", "PFE", null, "VZ", "KVUE", null, "IEFA", "RY", "SCHX", null, "NOW", "GLD", null, "IBM", "TD", "UBER", "VNQ", "NEM", "MGNI", "EQX", null, "VWO", "BTG", null, null, "VCIT", "FIVN", null, null, "TXT", "SU", "BN.TO", "VYM", null, "FI", "WM", null, "AMZN", "MSI", null, null, "LUV", "VEU", "VGT", "VEA", null, "VB", "VOO", "VTRS", "V", "WMT", null, null, "YETI", null, null, "CNQ", "AEM", "MFC", "TRP", "TAC", "OTEX", null, "DGRO", "MCK", null, "PAAS", "FDX", "BAC", null, "BNS", "BMO", "BRK-A", "BRK-B", "BMY", "BBU", "BBUC", "BIP", "CAE", "CM", "CNI", "CVE", "CSCO", "C", "CMCSA", "CL", "COST", "GLW", "CVS", "DXCM", null, "DFAX", "DFAC", "IWB", "NKE", "QQQ", "DIS", "GOOG", "JNJ", "LLY", "TSLA", "NFLX", "PM", null, "XLK", "VTI", "JPM", "QUAL", "ZTS" ]
Filing Details
13F-HR • 2025-03-31
Filing Details
13F-HR • 2025-03-31- Report Date
- 2025-03-31
- Filing Date
- 2025-05-08
- Total Holdings
- 179
- Total Value
- 1087955930
- Accession Number
- 0001085146-25-002760
- Form Type
- 13F-HR
- Manager Name
- Cardinal-Point-Capital-Management-Ulc
Data Enrichment
71% identified127 identified52 unidentified
Holdings
179 positions
Manager:
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Page 8 of 9
45782C508
Shares:8.0K
Value:$330.1K
81369Y506
Shares:3.4K
Value:$314.5K
808524870
Shares:11.6K
Value:$313.1K
316188309
Shares:5.9K
Value:$272.5K
45782C417
Shares:7.2K
Value:$257.5K
45782C573
Shares:6.8K
Value:$252.0K
25434V864
Shares:5.3K
Value:$250.6K
Instrument | Shares | Other Manager | Value | ||
---|---|---|---|---|---|
ELI LILLY & Co(LLYcusip532457108) | 417 | QoQ +2.96% (+12)YoY +4.51% (+18) | All Managers (Combined) | $344.4K | |
4.5K | All Managers (Combined) | $340.8K | |||
(cusip45782C508)✕ | 8.0K | All Managers (Combined) | $330.1K | ||
ECOLAB INC.(ECLcusip278865100) | 1.3K | All Managers (Combined) | $322.0K | ||
(cusip81369Y506)✕ | 3.4K | YoY NEW(+3.4K) | All Managers (Combined) | $314.5K | YoY NEW(+$314.5K) |
1.6K | QoQ +6.97% (+102)YoY NEW(+1.6K) | All Managers (Combined) | $313.7K | YoY NEW(+$313.7K) | |
(cusip808524870)✕ | 11.6K | QoQ NEW(+11.6K) YoY NEW(+11.6K) | All Managers (Combined) | $313.1K | QoQ NEW(+$313.1K) YoY NEW(+$313.1K) |
67.0K | QoQ NEW(+67.0K) YoY NEW(+67.0K) | All Managers (Combined) | $309.9K | QoQ NEW(+$309.9K) YoY NEW(+$309.9K) | |
1.8K | All Managers (Combined) | $309.9K | |||
MORGAN STANLEY(MScusip617446448) | 2.6K | QoQ -2.55% (-69)YoY NEW(+2.6K) | All Managers (Combined) | $306.6K | YoY NEW(+$306.6K) |
1.5K | QoQ 0.00% (-0) | All Managers (Combined) | $300.7K | ||
979 | All Managers (Combined) | $300.3K | |||
6.6K | QoQ NEW(+6.6K) YoY -0.46% (-31) | All Managers (Combined) | $297.8K | QoQ NEW(+$297.8K) | |
27.2K | QoQ NEW(+27.2K) YoY NEW(+27.2K) | All Managers (Combined) | $290.8K | QoQ NEW(+$290.8K) YoY NEW(+$290.8K) | |
2.7K | QoQ NEW(+2.7K) YoY NEW(+2.7K) | All Managers (Combined) | $285.9K | QoQ NEW(+$285.9K) YoY NEW(+$285.9K) | |
FISERV INC(FIcusip337738108) | 1.3K | QoQ 0.00% (+0)YoY NEW(+1.3K) | All Managers (Combined) | $277.1K | YoY NEW(+$277.1K) |
(cusip316188309)✕ | 5.9K | All Managers (Combined) | $272.5K | ||
(cusip45782C417)✕ | 7.2K | All Managers (Combined) | $257.5K | ||
(cusip45782C573)✕ | 6.8K | QoQ 0.00% (-0) | All Managers (Combined) | $252.0K | |
(cusip25434V864)✕ | 5.3K | QoQ NEW(+5.3K) YoY NEW(+5.3K) | All Managers (Combined) | $250.6K | QoQ NEW(+$250.6K) YoY NEW(+$250.6K) |