Cardinal Point Capital Management, Ulc Incresed Positions in Q3 2025

Cardinal Point Capital Management, Ulc

  • $1.43 Trillion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
TFII
Tfi International Inc.

Industrials
705
+ 16.57%
$84.43 - $96.79 $59.5K - $68.2K
4.96K $436M
BGRN
Ishares Trust Ishares Usd Gre

ETFs
1K
+ 8.26%
$47.21 - $48.3 $47.4K - $48.5K
13.2K $634M
FTS
Fortis Inc.

Utilities
316
+ 2.94%
$46.83 - $50.85 $14.8K - $16.1K
11.1K $561M
IEFA
Ishares Tr

ETFs
357
+ 8.73%
$81.7 - $87.53 $29.2K - $31.2K
4.45K $386M
DFAU
Dimensional ETF Tr

ETFs
35
+ 0.26%
$42.42 - $45.96 $1.48K - $1.61K
13.4K $610M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
361
+ 9.9%
$62.09 - $66.51 $22.4K - $24K
4.01K $259M
CL
Colgate Palmolive CO

Consumer Defensive
2.7K
+ 17.76%
$79.36 - $93.33 $214K - $252K
17.9K $1.41B
VYM
Vanguard Whitehall Fds (Vangua

ETFs
100
+ 4.62%
$132.9 - $142.03 $13.3K - $14.2K
2.26K $316M
MCK
Mckesson Corp

Healthcare
1
+ 0.16%
$659.01 - $772.54 $659 - $773
646 $497M
QUAL
Ishares Msci Usa Quality Facto

ETFs
21
+ 1.16%
$182.33 - $194.5 $3.83K - $4.08K
1.83K $354M
DFAI
Dimensional ETF Tr

ETFs
37
+ 0.4%
$34.05 - $36.55 $1.26K - $1.35K
9.31K $336M
AOM
Ishares Tr Core Moderate Alloc

ETFs
200
+ 4.56%
$45.4 - $47.61 $9.08K - $9.52K
4.58K $217M
FIVN
Five9, Inc.

Technology
3.87K
+ 10.97%
$24.05 - $29.16 $93K - $113K
39.1K $946M
WM
Waste Management Inc

Industrials
141
+ 6.07%
$213.88 - $237.1 $30.2K - $33.4K
2.47K $537M
BIP
Brookfield Infrastructure Partners L.P.

Utilities
570
+ 1.62%
$29.81 - $34.07 $17K - $19.4K
35.7K $1.18B
Brookfield Renewable Corp
380
+ 5.6%
N/A
7.17K $247M
DG
Dollar General Corp

Consumer Defensive
100
+ 4.95%
$101.86 - $116.32 $10.2K - $11.6K
2.12K $219M
META
Meta Platforms, Inc.

Communication Services
15
+ 0.41%
$695.21 - $791.73 $10.4K - $11.9K
3.64K $2.65B
NKE
Nike, Inc.

Consumer Cyclical
45
+ 0.14%
$69.24 - $79.24 $3.12K - $3.57K
33.4K $2.33B
CARR
Carrier Global Corp

Industrials
800
+ 12.2%
$58.75 - $80.73 $47K - $64.6K
7.36K $439M
PYPL
Pay Pal Holdings, Inc.

Financial Services
875
+ 5.12%
$65.64 - $78.22 $57.4K - $68.4K
18K $1.21B
IBM
International Business Machines Corp

Technology
1.11K
+ 3.12%
$234.77 - $292.47 $260K - $324K
36.7K $10.3B
FISV
Fiserv Inc

Technology
800
+ 9.29%
N/A
9.41K $1.21B
COST
Costco Wholesale Corp

Consumer Defensive
92
+ 1.19%
$915.95 - $994.57 $84.3K - $91.5K
7.82K $7.25B
CMCSA
Comcast Corp

Communication Services
2.86K
+ 1.36%
$31.41 - $36.33 $89.8K - $104K
213K $6.69B
Activity Summary
Buys All Purchases 115 New Holdings 39 Increased Positions 76 Sells All Sells 103 Reductions 103 Sold out 0 Options Calls 0 Puts 0
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