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CIK: 0001950841
Total reported value
$1.8B
$1.8B
179 檔
20.7%
According to the latest 13F quarterly dataset, Cardinal Point Capital Management ULC managed an equity portfolio of $1.8B at the end of Q1 2025, spanning 179 distinct U.S. exchange-listed positions.
In Q1 2025, Cardinal Point Capital Management ULC displayed an active expansion posture, initiating 39 new positions and adding to 10 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 13.65% | +0.94% | +0.70% | |
| 2 | USFR | Wisdomtree Floating Rate Tre | ETF-Other | 6.64% | -0.45% | +0.22% | |
| 3 | VGIT | Vanguard Intermediate-term T | ETF-Other | 5.02% | -0.20% | +3.75% | |
| 4 | AAPL | Apple Inc | Stock-Tech | 4.96% | +0.30% | +2.67% | |
| 5 | VEU | Vanguard Ftse All-world Ex-u | ETF-Other | 3.72% | +0.19% | +2.20% | |
| 6 | LRGF | Ishares US Equity Factor ETF | ETF-Other | 3.67% | +0.20% | +0.87% | |
| 7 | MUB | Ishares National Muni Bond E | ETF-Other | 3.26% | -0.10% | +5.61% | |
| 8 | DFAX | Dimensional World Ex US Core | ETF-Other | 3.12% | +0.04% | +3.69% | |
| 9 | DFAC | Dimensional US Core Equity 2 | ETF-Other | 2.59% | +0.16% | +10.89% | |
| 10 | DBMF | Imgp Dbi Managed Futures Str | ETF-Other | 2.56% | -0.10% | +2.31% | |
| 11 | PYLD | Pimco Multisector Bond Actv | ETF-Other | 2.15% | +0.01% | +2.40% | |
| 12 | IAU | Ishares Gold Trust | ETF-Commodities | 1.70% | -0.38% | -24.08% | |
| 13 | TD | Toronto-dominion Bank | Stock-Financials | 1.69% | +0.30% | — | |
| 14 | BMO | Bank Of Montreal | Stock-Financials | 1.62% | +0.29% | — | |
| 15 | IHDG | Wisdomtree International Hed | ETF-Other | 1.59% | — | +1.00% | |
| 16 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.39% | +0.03% | — | |
| 17 | ENB | Enbridge Inc | Stock-Energy | 1.37% | -0.11% | — | |
| 18 | SU | Suncor Energy Inc | Stock-Energy | 1.37% | -0.40% | — | |
| 19 | WMT | Walmart Inc | Stock-Consumer Staples | 1.36% | -0.23% | — | |
| 20 | MFC | Manulife Financial CORP | Stock-Financials | 1.33% | +0.08% | — | |
| 21 | CSCO | Cisco Systems Inc | Stock-Tech | 1.31% | -0.07% | — | |
| 22 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.25% | +0.04% | -17.92% | |
| 23 | RY | Royal Bank Of Canada | Stock-Financials | 1.21% | +0.32% | — | |
| 24 | JNJ | Johnson & Johnson | Stock-Healthcare | 1.18% | -0.06% | — | |
| 25 | TRP | Tc Energy CORP | Stock-Energy | 1.13% | -0.03% | — | |
| 26 | PM | Philip Morris International | Stock-Consumer Staples | 1.04% | +0.01% | — | |
| 27 | BNS | Bank Of Nova Scotia | Stock-Financials | 0.98% | +0.14% | — | |
| 28 | GIB | Cgi Inc | Stock-Tech | 0.97% | -0.09% | — | |
| 29 | CNI | Canadian Natl Railway Co | Stock-Industrials | 0.85% | +0.06% | — | |
| 30 | AEM | Agnico Eagle Mines LTD | Stock-Materials | 0.83% | -0.24% | — | |
| 31 | IBM | Intl Business Machines CORP | Stock-Tech | 0.82% | +0.07% | — | |
| 32 | RCI | Rogers Communications Inc-b | Stock-Other | 0.81% | -0.17% | — | |
| 33 | CVS | Cvs Health CORP | Stock-Healthcare | 0.80% | +0.19% | — | |
| 34 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.79% | -0.13% | — | |
| 35 | ORCL | Oracle CORP | Stock-Tech | 0.77% | -0.05% | — | |
| 36 | KVUE | Kenvue Inc | Stock-Consumer Staples | 0.76% | -0.27% | EXIT | |
| 37 | FTLS | First Trust Long/short Eqty | ETF-Other | 0.74% | — | -0.81% | |
| 38 | PFE | Pfizer Inc | Stock-Healthcare | 0.73% | -0.12% | — | |
| 39 | TFLO | Ishares Treasury Floating Ra | ETF-Gov Bonds | 0.72% | -0.53% | -7.73% | |
| 40 | CMCSA | Comcast Corp-class A | Stock-Comm Services | 0.71% | -0.06% | — | |
| 41 | GDX | Vaneck Gold Miners ETF | ETF-Commodities | 0.68% | -0.20% | — | |
| 42 | CNQ | Canadian Natural Resources | Stock-Energy | 0.66% | -0.17% | — | |
| 43 | DFSU | Dimensional US Sus Core1 ETF | ETF-Other | 0.61% | +0.02% | +3.84% | |
| 44 | OTEX | Open Text CORP | Stock-Other | 0.61% | -0.05% | — | |
| 45 | MSFT | Microsoft CORP | Stock-Tech | 0.60% | -0.06% | +4.59% | |
| 46 | FDX | Fedex CORP | Stock-Industrials | 0.58% | -0.13% | — | |
| 47 | NEM | Newmont CORP | Stock-Materials | 0.56% | -0.20% | — | |
| 48 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.53% | +0.04% | +0.15% | |
| 49 | BBUC | Brookfield Business Corporation | Stock-Other | 0.52% | — | — | |
| 50 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.51% | +0.06% | +547.53% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | +3.6% | +2.67% | Add |
| 2 | TD | Toronto-dominion Bank | +1.7% | NEW | New buy |
| 3 | BMO | Bank Of Montreal | +1.6% | NEW | New buy |
| 4 | JPM | Jpmorgan Chase & Co | +1.4% | NEW | New buy |
| 5 | ENB | Enbridge Inc | +1.4% | NEW | New buy |
| 6 | SU | Suncor Energy Inc | +1.4% | NEW | New buy |
| 7 | WMT | Walmart Inc | +1.4% | NEW | New buy |
| 8 | MFC | Manulife Financial CORP | +1.3% | NEW | New buy |
| 9 | CSCO | Cisco Systems Inc | +1.3% | NEW | New buy |
| 10 | RY | Royal Bank Of Canada | +1.2% | NEW | New buy |
| 11 | JNJ | Johnson & Johnson | +1.2% | NEW | New buy |
| 12 | TRP | Tc Energy CORP | +1.1% | NEW | New buy |
| 13 | PM | Philip Morris International | +1% | NEW | New buy |
| 14 | BNS | Bank Of Nova Scotia | +1% | NEW | New buy |
| 15 | GIB | Cgi Inc | +1% | NEW | New buy |
| 16 | CNI | Canadian Natl Railway Co | +0.9% | NEW | New buy |
| 17 | AEM | Agnico Eagle Mines LTD | +0.8% | NEW | New buy |
| 18 | IBM | Intl Business Machines CORP | +0.8% | NEW | New buy |
| 19 | RCI | Rogers Communications Inc-b | +0.8% | NEW | New buy |
| 20 | CVS | Cvs Health CORP | +0.8% | NEW | New buy |
| 21 | PEP | Pepsico Inc | +0.8% | NEW | New buy |
| 22 | ORCL | Oracle CORP | +0.8% | NEW | New buy |
| 23 | KVUE | Kenvue Inc | +0.8% | NEW | New buy |
| 24 | PFE | Pfizer Inc | +0.7% | NEW | New buy |
| 25 | CMCSA | Comcast Corp-class A | +0.7% | NEW | New buy |
| 26 | GDX | Vaneck Gold Miners ETF | +0.7% | NEW | New buy |
| 27 | CNQ | Canadian Natural Resources | +0.7% | NEW | New buy |
| 28 | OTEX | Open Text CORP | +0.6% | NEW | New buy |
| 29 | FDX | Fedex CORP | +0.6% | NEW | New buy |
| 30 | NEM | Newmont CORP | +0.6% | NEW | New buy |
| 31 | BBUC | Brookfield Business Corporation | +0.5% | NEW | New buy |
| 32 | MCD | Mcdonald's CORP | +0.4% | NEW | New buy |
| 33 | GOOGL | Alphabet Inc-cl A | +0.4% | +547.53% | Add |
| 34 | DIS | Walt Disney Co/the | +0.4% | NEW | New buy |
| 35 | V | Visa Inc-class A Shares | +0.4% | +1.47% | Add |
| 36 | BRK-B | Berkshire Hathaway Inc-cl B | +0.3% | -17.92% | Trim |
| 37 | CVE | Cenovus Energy Inc | +0.3% | NEW | New buy |
| 38 | BBUC | Brookfield Business Corporation | +0.3% | NEW | New buy |
| 39 | VTRS | Viatris Inc | +0.3% | NEW | New buy |
| 40 | MSFT | Microsoft CORP | +0.3% | +4.59% | Add |
| 41 | TU | Telus CORP | +0.2% | NEW | New buy |
| 42 | SLF | Sun Life Financial Inc | +0.2% | NEW | New buy |
| 43 | NKE | Nike Inc -cl B | +0.2% | NEW | New buy |
| 44 | ZTS | Zoetis Inc | +0.2% | NEW | New buy |
| 45 | AMZN | Amazon.com Inc | +0.1% | +0.15% | Add |
| 46 | TSLA | Tesla Inc | -0.6% | +0.23% | Add |
| 47 | DFAX | Dimensional World Ex US Core | -1.7% | +3.69% | Add |
| 48 | VEU | Vanguard Ftse All-world Ex-u | -2.1% | +2.20% | Add |
| 49 | VGIT | Vanguard Intermediate-term T | -3% | +3.75% | Add |
| 50 | VTI | Vanguard Total Stock Mkt ETF | -10.7% | +0.70% | Add |
According to official SEC Form 13F filings, Cardinal Point Capital Management ULC reported a total U.S. public equity portfolio value of $1.8B across 179 disclosed positions in Q1 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including VTI, USFR, VGIT) accounted for 20.7% of total reported equity market value during Q1 2025.
Top New Position Initiated
TD
市值: $18.2M
Top Position Liquidated / Trimmed
BRK-B
前期市值: $6.0M
During Q1 2025, Cardinal Point Capital Management ULC's top holdings by market value included VTI (13.7%)、USFR (6.6%)、VGIT (5.0%). The largest single position, VTI, represented 13.7% of total portfolio value.
In Q1 2025, Cardinal Point Capital Management ULC made 50 total portfolio adjustments, initiating 39 new buys, adding to 10 positions, trimming 1 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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