Cardinal Point Capital Management ULC
โขCIK: 1950841โขFiling: Q4 2025
**Cardinal Point Capital Management, ULC** manages $1.5B across a diversified portfolio of 260 positions. The fund exhibits a significant allocation to broad market exposure, notably holding VTI at $195.1M. Key concentrations include technology and fixed income, evidenced by substantial positions in AAPL ($74.5M), USFR ($72.3M), and VGIT ($65.2M). This structure suggests a core strategy balancing large-cap growth with defensive fixed-income mandates.
Total AUM
$1.5B
QoQ Performance
+7.1%
Positions
202
Top 10 Concentration
45.5%
Latest Filing
Q4 2025
Top Holdings Allocation
VTI
VTI12.8%
AAPL4.9%
USFR4.7%
VGIT4.3%
DFAX3.9%
VEU3.9%
LRGF3.4%
DFAC2.5%
๐ Biggest Buys
๐ Biggest Sells
Sector Breakdown
Other75.2%
Technology12.2%
Financial3.7%
Consumer3.4%
Healthcare2.7%
Communication0.9%
Consumer Staples0.7%
Industrial0.6%
๐ช Exited Positionssold since Q3 2025
โ
AMRIZE LTD
SOLD
$2.2M
+72 more exited positions
Changes from Q3 2025
NEW11 new positions
โ99 increased
โ63 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023