Cardinal Point Capital Management ULC

CIK 0001950841 · Q2 2026

13F Equity AUM

$1.8B

+8.2% QoQ

Positions

294

-286 QoQ

AUM Rank

#2,493

Top 20%

Skill Alpha (FF)

+0.0%/yr^ns

No Clear Edge

Rank #2,353 · Top 29%

vs S&P -3.6%/yr (unadj.)

Quarters Tracked

~3 years

Portfolio Concentration

Top 5: 29.5%Top 10: 43.7%Top 20: 60.7%

VTI13.0%

VEU4.4%

DFAX4.1%

USFR4.1%

VGIT4.0%

AAPL4.0%

LRGF3.2%

DFAC2.6%

RY2.3%

MUB2.2%

Others (284)56.3%

HHI (Herfindahl-Hirschman Index) measures portfolio concentration. Low (<1500) = diversified, Moderate (1500-2500), High (>2500) = concentrated bets.

Sector Allocation

No sector data available.

Position Sizing

Positions: 294Median: 0.04%Avg: 0.34%

0–0.5%

244(16.1%)

0.5–1%

22(14.8%)

1–3%

21(32.5%)

3–5%

6(23.6%)

5%+

1(13.0%)

Count of positions per weight bucket — (%) = combined portfolio weight

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Portfolio Overlap

Shared: 0Unique: 294vs 20 funds

0%Low

294

Fund positions

Consensus CUSIPs

Jaccard similarity of this fund’s portfolio vs the consensus of top 20 funds by AUM. Low (<15%) = contrarian, Moderate (15-40%), High (>40%) = follows the crowd.

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Position Changes This Quarter

New0Increased0Decreased0Exited0

No position changes this quarter.

Quarter-over-quarter changes compared to prior 13F filing. New = first appearance; Exited = no longer held.

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Holdings

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