Cardinal Point Capital Management, ULC
Institutional InvestorSimilar funds →SEC EDGAR: CIK 1950841
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13F Reported Value
ⓘ$1.8B
Holdings
294
Latest Filing
2026-06-30
Filing Quarter
Q2 2026
Portfolio Overview
Cardinal Point Capital Management, ULC disclosed 294 positions worth $1.8B in its Form 13F-HR for Q2 2026. During the quarter the fund opened 26 new positions and exited 17 — including a new stake in $FDXF and a full exit from $KVUE. The portfolio is most concentrated in Other (49.0% of disclosed assets). All figures are sourced directly from Cardinal Point Capital Management, ULC’s Form 13F-HR filing with the SEC under CIK 1950841.
AI Fund Analysis
StableVANGUARD INDEX FDS - TOTAL
13.0% weight
Held 10 quarters
VANGUARD INTL EQUITY INDEX
4.4% weight
Held 10 quarters
DIMENSIONAL ETF TRUST - WO
4.1% weight
Held 10 quarters
$WT4.1% weight
Held 10 quarters
VANGUARD SCOTTSDALE FDS -
4.0% weight
Held 10 quarters
VANGUARD INDEX FDS - TOTAL
9 quarters accumulating
VANGUARD INTL EQUITY INDEX
9 quarters accumulating
DIMENSIONAL ETF TRUST - WO
9 quarters accumulating
VANGUARD SCOTTSDALE FDS -
9 quarters accumulating
DIMENSIONAL ETF TRUST - US
9 quarters accumulating
Sector Allocation
OtherFinancialsTechnologyEnergyIndustrialsHealthcare
AUM History
Top Equity Holdings by Value
Quarterly Activity — Q2 2026
Click any card to unlockTop Holdings
AI Quality Scored
VANGUARD INDEX FDS - TOTAL STK MKT
—Quality
$229.1M619,030 shVANGUARD INTL EQUITY INDEX F - ALLWRLD EX US
—Quality
$76.9M918,218 shDIMENSIONAL ETF TRUST - WORLD EX US CORE
—Quality
$72.3M1,963,742 sh- 59.9
Quality
$72.3M1,436,227 sh VANGUARD SCOTTSDALE FDS - INTER TERM TREAS
—Quality
$70.0M1,186,491 sh- 76.4
Quality
$69.8M241,074 sh ISHARES TR - U S EQUITY FACTR
—Quality
$55.7M736,666 shDIMENSIONAL ETF TRUST - US COR EQU 2 ETF
—Quality
$46.0M1,037,411 sh- 74.8
Quality
$39.8M192,782 sh ISHARES TR - NATIONAL MUN ETF
—Quality
$39.6M368,010 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
| VANGUARD INDEX FDS - TOTAL STK MKT | — | $229.1M | 619,030 |
| VANGUARD INTL EQUITY INDEX F - ALLWRLD EX US | — | $76.9M | 918,218 |
| DIMENSIONAL ETF TRUST - WORLD EX US CORE | — | $72.3M | 1,963,742 |
| WisdomTree, Inc.$WT | 59.9 | $72.3M | 1,436,227 |
| VANGUARD SCOTTSDALE FDS - INTER TERM TREAS | — | $70.0M | 1,186,491 |
 Apple Inc.$AAPL | 76.4 | $69.8M | 241,074 |
| ISHARES TR - U S EQUITY FACTR | — | $55.7M | 736,666 |
| DIMENSIONAL ETF TRUST - US COR EQU 2 ETF | — | $46.0M | 1,037,411 |
 ROYAL BANK OF CANADA$RY | 74.8 | $39.8M | 192,782 |
| ISHARES TR - NATIONAL MUN ETF | — | $39.6M | 368,010 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of Cardinal Point Capital Management, ULC's 294 positions.
Showing top 10 of 294 holdings.
Sector Allocation
Other
$865.3M
Financials
$300.2M
Technology
$235.4M
Energy
$82.1M
Industrials
$72.9M
Healthcare
$54.2M
Consumer Discretionary
$48.8M
Materials
$43.1M
Full Holdings — Cardinal Point Capital Management, ULC (Q2 2026)
All 294 disclosed positions from the latest Form 13F-HR, with quarter-over-quarter share changes and 13F Pro quality scores. Sourced from SEC EDGAR.
| # | Ticker | Company | Value | Weight | QoQ | Quality |
|---|---|---|---|---|---|---|
| 1 | — | VANGUARD INDEX FDS - TOTAL STK MKT | $229.1M | 13.0% | +1% | — |
| 2 | — | VANGUARD INTL EQUITY INDEX F - ALLWRLD EX US | $76.9M | 4.4% | +1% | — |
| 3 | — | DIMENSIONAL ETF TRUST - WORLD EX US CORE | $72.3M | 4.1% | +1% | — |
| 4 | $WT | WisdomTree, Inc. | $72.3M | 4.1% | -3% | 59.9 |
| 5 | — | VANGUARD SCOTTSDALE FDS - INTER TERM TREAS | $70.0M | 4.0% | +4% | — |
| 6 | $AAPL | Apple Inc. | $69.8M | 4.0% | +3% | 76.4 |
| 7 | — | ISHARES TR - U S EQUITY FACTR | $55.7M | 3.2% | +1% | — |
| 8 | — | DIMENSIONAL ETF TRUST - US COR EQU 2 ETF | $46.0M | 2.6% | +1% | — |
| 9 | $RY | ROYAL BANK OF CANADA | $39.8M | 2.3% | -2% | 74.8 |
| 10 | — | ISHARES TR - NATIONAL MUN ETF | $39.6M | 2.2% | +2% | — |
| 11 | — | LITMAN GREGORY FDS TR - IMGP DBI MAN ETF | $38.5M | 2.2% | +2% | — |
| 12 |  $GOOGL | Alphabet Inc. | $37.7M | 2.1% | +5% | 78.2 |
| 13 |  $TD | TORONTO DOMINION BANK | $34.7M | 2.0% | -2% | 80.5 |
| 14 | — | PIMCO ETF TR - MULTISECTOR BD | $33.6M | 1.9% | +7% | — |
| 15 |  $BMO | BANK OF MONTREAL /CAN/ | $31.0M | 1.8% | -1% | 76 |
| 16 |  $NVDA | NVIDIA CORP | $30.8M | 1.7% | +0% | 85.9 |
| 17 | — | PIMCO ETF TR - MUNI INCOME OPP | $27.0M | 1.5% | +1% | — |
| 18 | — | VANGUARD INSTL INDEX FD - 0 3 MO TR BI ETF | $24.3M | 1.4% | +17% | — |
| 19 |  $IAU | ISHARES GOLD TRUST | $22.3M | 1.3% | -3% | — |
| 20 |  $JPM | JPMORGAN CHASE & CO | $20.0M | 1.1% | +0% | 70.7 |
| 21 |  $SU | SUNCOR ENERGY INC | $19.9M | 1.1% | -2% | — |
| 22 | — | ISHARES TR - TRS FLT RT BD | $18.9M | 1.1% | -28% | — |
| 23 |  $MFC | MANULIFE FINANCIAL CORP | $18.9M | 1.1% | -1% | — |
| 24 |  $CSCO | CISCO SYSTEMS, INC. | $18.7M | 1.1% | -33% | 70.3 |
| 25 |  $BNS | BANK OF NOVA SCOTIA | $18.6M | 1.1% | -1% | 71.1 |
| 26 |  $JNJ | JOHNSON & JOHNSON | $18.5M | 1.1% | -2% | 69 |
| 27 |  $WMT | Walmart Inc. | $18.1M | 1.0% | -3% | 60.2 |
| 28 |  $MSFT | MICROSOFT CORP | $17.9M | 1.0% | +2% | 79.8 |
| 29 |  $ENB | ENBRIDGE INC | $17.4M | 1.0% | -2% | 66.7 |
| 30 |  $TRP | TC ENERGY CORP | $16.7M | 0.9% | -0% | — |
| 31 |  $CNI | CANADIAN NATIONAL RAILWAY CO | $16.1M | 0.9% | -0% | — |
| 32 |  $SUNC | SunocoCorp LLC | $13.7M | 0.8% | -1% | 67.1 |
| 33 |  $BRK.B | BERKSHIRE HATHAWAY INC | $13.4M | 0.8% | +9% | 73.8 |
| 34 |  $PM | Philip Morris International Inc. | $13.3M | 0.8% | +0% | 75.9 |
| 35 |  $NEM | NEWMONT Corp /DE/ | $13.2M | 0.8% | -1% | 86.8 |
| 36 |  $CVS | CVS HEALTH Corp | $12.8M | 0.7% | +1% | 59.4 |
| 37 | — | FIRST TR EXCH TRADED FD III - LNG/SHT EQUITY | $11.3M | 0.6% | +4% | — |
| 38 |  $GOOG | Alphabet Inc. | $11.3M | 0.6% | -5% | 78.2 |
| 39 | — | VANECK ETF TRUST - GOLD MINERS ETF | $11.2M | 0.6% | -1% | — |
| 40 |  $AEM | AGNICO EAGLE MINES LTD | $11.0M | 0.6% | +3% | — |
| 41 |  $IBM | INTERNATIONAL BUSINESS MACHINES CORP | $11.0M | 0.6% | +5% | 70 |
| 42 |  $RCI | ROGERS COMMUNICATIONS INC | $10.8M | 0.6% | -1% | — |
| 43 |  $BBUC.R1871130 | Brookfield Business Corp | $10.6M | 0.6% | +1% | 47.1 |
| 44 | — | VANGUARD MUN BD FDS - TAX EXEMPT BD | $10.4M | 0.6% | -7% | — |
| 45 |  $ORCL | ORACLE CORP | $10.3M | 0.6% | +1% | 66.2 |
| 46 |  $OTEX | OPEN TEXT CORP | $9.9M | 0.6% | +0% | 51.8 |
| 47 |  $PEP | PEPSICO INC | $9.7M | 0.6% | +0% | 63.4 |
| 48 |  $CNQ | CANADIAN NATURAL RESOURCES Ltd | $9.2M | 0.5% | +1% | — |
| 49 |  $AMZN | AMAZON COM INC | $9.1M | 0.5% | +3% | 68.7 |
| 50 |  $TSLA | Tesla, Inc. | $8.8M | 0.5% | +1% | 53.9 |
| 51 |  $FDX | FEDEX CORP | $8.8M | 0.5% | -2% | 60.3 |
| 52 | — | DIMENSIONAL ETF TRUST - US SUSTAINABILTY | $8.5M | 0.5% | -0% | — |
| 53 |  $GIB | CGI INC | $8.0M | 0.5% | +4% | — |
| 54 |  $PFE | PFIZER INC | $8.0M | 0.5% | +1% | 62 |
| 55 |  $COST | COSTCO WHOLESALE CORP /NEW | $7.8M | 0.4% | +4% | 66.2 |
| 56 |  $V | VISA INC. | $7.6M | 0.4% | -0% | 82.9 |
| 57 | — | VANGUARD WORLD FD - INF TECH ETF | $6.3M | 0.4% | +662% | — |
| 58 |  $FIX | COMFORT SYSTEMS USA INC | $6.2M | 0.3% | +0% | 77.7 |
| 59 | — | VANGUARD INDEX FDS - S&P 500 ETF SHS | $5.8M | 0.3% | +5% | — |
| 60 |  $GLW | CORNING INC /NY | $5.7M | 0.3% | -3% | 73.7 |
| 61 |  $VTRS | Viatris Inc | $5.2M | 0.3% | +0% | 45.4 |
| 62 |  $SPY | SPDR S&P 500 ETF TRUST | $5.1M | 0.3% | +2% | — |
| 63 |  $QQQ | INVESCO QQQ TRUST, SERIES 1 | $4.6M | 0.3% | +3% | — |
| 64 |  $CCZ | COMCAST CORP | $4.5M | 0.3% | +3% | 59.5 |
| 65 |  $MCD | MCDONALDS CORP | $3.4M | 0.2% | +1% | 69 |
| 66 |  $CM | CANADIAN IMPERIAL BANK OF COMMERCE /CAN/ | $3.3M | 0.2% | +3% | 76.4 |
| 67 | — | DIMENSIONAL ETF TRUST - INTERNATIONAL | $3.3M | 0.2% | +0% | — |
| 68 |  $DIS | Walt Disney Co | $3.0M | 0.2% | -18% | 60.1 |
| 69 | — | SELECT SECTOR SPDR TR - ST STR TECHN ETF | $2.8M | 0.2% | -2% | — |
| 70 | — | VANGUARD INDEX FDS - VALUE ETF | $2.7M | 0.2% | -8% | — |
| 71 |  $SLF | SUN LIFE FINANCIAL INC | $2.7M | 0.1% | +2% | — |
| 72 | — | FIRST TR EXCHANGE TRADED FD - RBA INDL ETF | $2.6M | 0.1% | +410% | — |
| 73 |  $MU | MICRON TECHNOLOGY INC | $2.5M | 0.1% | +2% | 86.2 |
| 74 |  $TAC | TRANSALTA CORP | $2.5M | 0.1% | -0% | — |
| 75 | — | TCW ETF TRUST - TRANS SYSTE ETF | $2.5M | 0.1% | +0% | — |
| 76 | — | ISHARES TR - CORE S&P500 ETF | $2.5M | 0.1% | +114% | — |
| 77 |  $BAC | BANK OF AMERICA CORP /DE/ | $2.4M | 0.1% | +13% | 67.6 |
| 78 |  $META | Meta Platforms, Inc. | $2.4M | 0.1% | -0% | 79.6 |
| 79 |  $BGSI | Boyd Group Services Inc. | $2.4M | 0.1% | +27% | — |
| 80 |  $GEV | GE Vernova Inc. | $2.3M | 0.1% | +8% | 81.1 |
| 81 |  $C | CITIGROUP INC | $2.3M | 0.1% | -2% | 65 |
| 82 |  $UNH | UNITEDHEALTH GROUP INC | $2.3M | 0.1% | +10% | 62.7 |
| 83 | — | ISHARES TR - ESG AWRE 1 5 YR | $2.3M | 0.1% | +0% | — |
| 84 | — | VANGUARD INDEX FDS - GROWTH ETF | $2.2M | 0.1% | +430% | — |
| 85 |  $BN | BROOKFIELD Corp /ON/ | $2.2M | 0.1% | -0% | — |
| 86 |  $FDXF | FedEx Freight Holding Company, Inc. | $2.2M | 0.1% | NEW | — |
| 87 | — | ISHARES TR - US AER DEF ETF | $2.1M | 0.1% | +6% | — |
| 88 |  $ABBV | AbbVie Inc. | $2.1M | 0.1% | +6% | 72.6 |
| 89 | — | ISHARES TR - ESG AWARE 60/40 | $2.0M | 0.1% | -12% | — |
| 90 |  $EL | ESTEE LAUDER COMPANIES INC | $2.0M | 0.1% | +12% | 51.2 |
| 91 |  $YETI | YETI Holdings, Inc. | $2.0M | 0.1% | -5% | 59.9 |
| 92 |  $CAE | CAE INC | $1.9M | 0.1% | +41% | — |
| 93 |  $TU | TELUS CORP | $1.9M | 0.1% | +3% | 48.2 |
| 94 | — | VANGUARD INDEX FDS - SM CP VAL ETF | $1.8M | 0.1% | +2% | — |
| 95 |  $AGI | ALAMOS GOLD INC | $1.8M | 0.1% | +0% | — |
| 96 | — | ISHARES TR - ESG AWARE 80/20 | $1.8M | 0.1% | +16% | — |
| 97 |  $MGNI | MAGNITE, INC. | $1.7M | 0.1% | -3% | 66.1 |
| 98 | — | ISHARES TR - LOW CA OP MS ETF | $1.7M | 0.1% | -1% | — |
| 99 | — | ISHARES TR - RUS 1000 GRW ETF | $1.7M | 0.1% | +343% | — |
| 100 |  $NFLX | NETFLIX INC | $1.6M | 0.1% | +2% | 78.8 |
| 101 | — | BLACKROCK ETF TRUST - ISHA I IN TE ETF | $1.6M | 0.1% | +0% | — |
| 102 |  $VZ | VERIZON COMMUNICATIONS INC | $1.5M | 0.1% | -1% | 65.8 |
| 103 |  $BRK.A | BERKSHIRE HATHAWAY INC | $1.5M | 0.1% | +0% | 73.8 |
| 104 | — | ABACUS FCF ETF TR - LEADERS ETF | $1.5M | 0.1% | +0% | — |
| 105 |  $BCE | BCE INC | $1.4M | 0.1% | +5% | 55 |
| 106 |  $GS | GOLDMAN SACHS GROUP INC | $1.4M | 0.1% | +0% | 73.5 |
| 107 | — | ISHARES TR - CORE S&P MCP ETF | $1.4M | 0.1% | +8% | — |
| 108 |  $CL | COLGATE PALMOLIVE CO | $1.4M | 0.1% | -14% | 61.3 |
| 109 |  $XOM.R34088 | EXXON MOBIL CORP | $1.4M | 0.1% | -4% | 57.9 |
| 110 | — | ISHARES TR - ESG AWR US AGRGT | $1.3M | 0.1% | +0% | — |
| 111 |  $NKE | NIKE, Inc. | $1.3M | 0.1% | -25% | 49.3 |
| 112 |  $HD | HOME DEPOT, INC. | $1.3M | 0.1% | +11% | 60.3 |
| 113 |  $GILD | GILEAD SCIENCES, INC. | $1.2M | 0.1% | -3% | 57.4 |
| 114 |  $GLD | SPDR GOLD TRUST | $1.2M | 0.1% | +4% | — |
| 115 | — | VANGUARD STAR FDS - VG TL INTL STK F | $1.2M | 0.1% | -6% | — |
| 116 |  $LLY | ELI LILLY & Co | $1.2M | 0.1% | +7% | 87.5 |
| 117 | — | ISHARES TR - U.S. TECH ETF | $1.2M | 0.1% | -2% | — |
| 118 |  $LUV | SOUTHWEST AIRLINES CO | $1.2M | 0.1% | -3% | 55.9 |
| 119 | — | ISHARES TR - MSCI USA QLT FCT | $1.1M | 0.1% | -0% | — |
| 120 | — | ISHARES TR - EXPANDED TECH | $1.1M | 0.1% | +12% | — |
| 121 | — | ISHARES INC - MSCI CDA ETF | $1.1M | 0.1% | +1% | — |
| 122 |  $PBA | PEMBINA PIPELINE CORP | $1.1M | 0.1% | -1% | — |
| 123 | — | SELECT SECTOR SPDR TR - ST STR FINL ETF | $1.1M | 0.1% | -1% | — |
| 124 |  $BIP | Brookfield Infrastructure Partners L.P. | $1.1M | 0.1% | -12% | — |
| 125 |  $FIVN | Five9, Inc. | $1.0M | 0.1% | +6% | 59.7 |
| 126 |  $BEPC | Brookfield Renewable Corp | $1.0M | 0.1% | +9% | — |
| 127 | — | ISHARES TR - GL CLEAN ENE ETF | $986,236 | 0.1% | -2% | — |
| 128 | — | DIMENSIONAL ETF TRUST - EMER MARK SU ETF | $972,585 | 0.1% | -0% | — |
| 129 |  $PG | PROCTER & GAMBLE Co | $967,531 | 0.1% | +0% | 64.6 |
| 130 |  $UBER | Uber Technologies, Inc | $930,359 | 0.1% | -29% | 73.5 |
| 131 |  $CP | CANADIAN PACIFIC KANSAS CITY LTD/CN | $914,802 | 0.1% | +0% | 69.7 |
| 132 | — | INNOVATOR ETFS TRUST - US EQTY PWR BUF | $898,494 | 0.1% | +0% | — |
| 133 |  $EQX | Equinox Gold Corp. | $897,668 | 0.1% | -9% | — |
| 134 |  $AIOT | Powerfleet, Inc. | $893,539 | 0.1% | +72% | 42.5 |
| 135 | — | INNOVATOR ETFS TRUST - INTRNL DEV APRL | $881,726 | 0.1% | +0% | — |
| 136 |  $TJX | TJX COMPANIES INC /DE/ | $873,398 | 0.1% | +0% | 68.7 |
| 137 |  $WM | WASTE MANAGEMENT INC | $867,486 | 0.1% | +45% | 67.6 |
| 138 |  $MS | MORGAN STANLEY | $845,067 | 0.1% | +46% | 75.8 |
| 139 |  $CVE | CENOVUS ENERGY INC. | $838,072 | 0.1% | +0% | 51.9 |
| 140 | — | ISHARES TR - MSCI EAFE ETF | $826,179 | 0.1% | -3% | — |
| 141 |  $PPTA | PERPETUA RESOURCES CORP. | $824,569 | 0.1% | +6% | — |
| 142 | — | VANGUARD INDEX FDS - EXTEND MKT ETF | $813,478 | 0.1% | +0% | — |
| 143 |  $MRK | Merck & Co., Inc. | $808,265 | 0.1% | +0% | 59.9 |
| 144 |  $IVZ | Invesco Ltd. | $804,560 | 0.1% | -0% | — |
| 145 | — | ISHARES TR - CORE DIV GRWTH | $789,374 | 0.0% | -1% | — |
| 146 |  $TFII | TFI International Inc. | $759,995 | 0.0% | +0% | — |
| 147 | $IVZ | Invesco Ltd. | $742,211 | 0.0% | +0% | — |
| 148 | — | VANGUARD INDEX FDS - REAL ESTATE ETF | $739,618 | 0.0% | -1% | — |
| 149 |  $AVGO | Broadcom Inc. | $735,798 | 0.0% | -4% | 84.5 |
| 150 |  $MA | Mastercard Inc | $723,662 | 0.0% | -26% | 85.1 |
| 151 |  $SKE | Skeena Resources Ltd | $718,227 | 0.0% | +0% | — |
| 152 |  $CMI | CUMMINS INC | $713,210 | 0.0% | +0% | 58.1 |
| 153 |  $QXO | QXO, Inc. | $703,659 | 0.0% | +73% | 49 |
| 154 | — | ISHARES TR - RUS 1000 ETF | $701,064 | 0.0% | +27% | — |
| 155 | — | AMERICAN CENTY ETF TR - US SML CP VALU | $699,904 | 0.0% | -7% | — |
| 156 | — | DIMENSIONAL ETF TRUST - US CORE EQT MKT | $698,782 | 0.0% | +0% | — |
| 157 |  $FTS | Fortis Inc. | $692,712 | 0.0% | +14% | 62 |
| 158 |  $SOBO | South Bow Corp | $678,802 | 0.0% | +2% | — |
| 159 |  $OGG | Osisko Gold Group Inc. | $659,287 | 0.0% | +37% | — |
| 160 | — | ISHARES TR - USD GRN BOND ETF | $657,062 | 0.0% | +0% | — |
| 161 | — | VANECK ETF TRUST - RARE EAR STR ETF | $652,688 | 0.0% | +0% | — |
| 162 |  $IRM | IRON MOUNTAIN INC | $640,067 | 0.0% | -15% | 62.9 |
| 163 |  $CVX | CHEVRON CORP | $629,888 | 0.0% | +7% | 62.8 |
| 164 |  $BMY | BRISTOL MYERS SQUIBB CO | $623,333 | 0.0% | +1% | 70.4 |
| 165 | — | SCHWAB STRATEGIC TR - US DIVIDEND EQ | $600,450 | 0.0% | -8% | — |
| 166 |  $NTR | Nutrien Ltd. | $588,100 | 0.0% | +0% | — |
| 167 | — | J P MORGAN EXCHANGE TRADED F - INTRNL RES EQT | $587,958 | 0.0% | +0% | — |
| 168 | — | SCHWAB STRATEGIC TR - US LRG CAP ETF | $575,827 | 0.0% | +40% | — |
| 169 |  $WPM | Wheaton Precious Metals Corp. | $574,613 | 0.0% | +0% | — |
| 170 |  $SHOP | SHOPIFY INC. | $573,562 | 0.0% | NEW | 64.9 |
| 171 | — | EA SERIES TRUST - ALPHA ARCH 1-3 | $570,814 | 0.0% | +6% | — |
| 172 |  $KMB | KIMBERLY CLARK CORP | $564,986 | 0.0% | +22% | 58.7 |
| 173 |  $MCK | MCKESSON CORP | $559,784 | 0.0% | -3% | 63.4 |
| 174 | — | ISHARES TR - RUSSELL 2000 ETF | $554,330 | 0.0% | -22% | — |
| 175 |  $AMD | ADVANCED MICRO DEVICES INC | $554,188 | 0.0% | NEW | 79.8 |
| 176 | — | ISHARES TR - CORE MSCI EAFE | $552,347 | 0.0% | +6% | — |
| 177 |  $B | BARRICK MINING CORP | $552,328 | 0.0% | +8% | 69.6 |
| 178 | — | INNOVATOR ETFS TRUST - US EQTY PWR BUF | $552,047 | 0.0% | +0% | — |
| 179 |  $DELL | Dell Technologies Inc. | $551,165 | 0.0% | -2% | 71.2 |
| 180 |  $DBC | Invesco DB Commodity Index Tracking Fund | $545,197 | 0.0% | +0% | — |
| 181 |  $BMM | Blue Moon Metals Inc. | $538,353 | 0.0% | NEW | — |
| 182 |  $TXT | TEXTRON INC | $522,333 | 0.0% | +2% | 58.5 |
| 183 |  $MSCI | MSCI Inc. | $521,397 | 0.0% | NEW | 75.7 |
| 184 | — | VANGUARD WORLD FD - ESG US STK ETF | $518,778 | 0.0% | +33% | — |
| 185 |  $CRWV | CoreWeave, Inc. | $517,608 | 0.0% | +0% | 52.2 |
| 186 |  $AMAT | APPLIED MATERIALS INC /DE | $512,319 | 0.0% | +4% | 72.3 |
| 187 |  $ETN | Eaton Corp plc | $509,213 | 0.0% | +55% | — |
| 188 |  $VRT | Vertiv Holdings Co | $491,657 | 0.0% | +71% | 81 |
| 189 |  $ETSY | ETSY INC | $490,398 | 0.0% | -16% | 61.2 |
| 190 |  $CLS | CELESTICA INC | $471,376 | 0.0% | NEW | 69.8 |
| 191 |  $TECK | TECK RESOURCES LTD | $469,608 | 0.0% | +0% | — |
| 192 |  $ARIS | Aris Mining Corp | $466,238 | 0.0% | -6% | — |
| 193 |  $AAUC | Allied Gold Corp | $458,187 | 0.0% | +25% | — |
| 194 |  $SBUX | STARBUCKS CORP | $457,300 | 0.0% | +0% | 58.2 |
| 195 | — | VANGUARD SCOTTSDALE FDS - SHRT TRM CORP BD | $450,471 | 0.0% | NEW | — |
| 196 |  $KO | COCA COLA CO | $425,623 | 0.0% | NEW | 69.5 |
| 197 | — | INNOVATOR ETFS TRUST - EQUI DU DI JANU | $419,124 | 0.0% | +0% | — |
| 198 |  $INTC | INTEL CORP | $417,075 | 0.0% | NEW | 45.6 |
| 199 |  $SGOL | abrdn Gold ETF Trust | $416,401 | 0.0% | +0% | — |
| 200 |  $MOS | MOSAIC CO | $413,205 | 0.0% | +13% | 39.2 |
| 201 | — | SCHWAB STRATEGIC TR - 1000 INDEX ETF | $411,084 | 0.0% | NEW | — |
| 202 |  $PAAS | PAN AMERICAN SILVER CORP | $409,579 | 0.0% | -12% | — |
| 203 |  $SLSR | Solaris Resources Inc. | $405,502 | 0.0% | -11% | — |
| 204 |  $SWK | STANLEY BLACK & DECKER, INC. | $398,598 | 0.0% | +1% | 58.7 |
| 205 |  $BTG | B2GOLD CORP | $392,916 | 0.0% | -7% | — |
| 206 | — | DIMENSIONAL ETF TRUST - INTL CORE EQT MK | $391,878 | 0.0% | +1% | — |
| 207 | — | ISHARES TR - CORE 60 BALA ETF | $386,142 | 0.0% | -3% | — |
| 208 |  $WFC | WELLS FARGO & COMPANY/MN | $384,276 | 0.0% | -38% | 61.8 |
| 209 |  $BA | BOEING CO | $383,140 | 0.0% | -10% | 61.6 |
| 210 | — | ISHARES TR - CORE S&P SCP ETF | $377,708 | 0.0% | +29% | — |
| 211 |  $HEI | HEICO CORP | $375,780 | 0.0% | +0% | 75.6 |
| 212 | — | ISHARES TR - GLOBAL TECH ETF | $374,816 | 0.0% | +0% | — |
| 213 |  $ECL | ECOLAB INC. | $372,131 | 0.0% | -1% | 63.3 |
| 214 |  $HRL | HORMEL FOODS CORP /DE/ | $370,438 | 0.0% | +14% | 51.8 |
| 215 | — | ISHARES TR - 0-3 MTH TREASURY | $369,663 | 0.0% | -15% | — |
| 216 |  $UPS | UNITED PARCEL SERVICE INC | $368,188 | 0.0% | +17% | 58.6 |
| 217 |  $BAM | Brookfield Asset Management Ltd. | $359,066 | 0.0% | -1% | — |
| 218 | — | VANGUARD WHITEHALL FDS - HIGH DIV YLD | $348,200 | 0.0% | +2% | — |
| 219 | — | VANECK ETF TRUST - JUNIOR GOLD MINE | $346,331 | 0.0% | +13% | — |
| 220 | — | VANGUARD INDEX FDS - SMALL CP ETF | $345,303 | 0.0% | -16% | — |
| 221 |  $BF-A | BROWN FORMAN CORP | $343,119 | 0.0% | +2% | 56.6 |
| 222 | — | SPDR SERIES TRUST - SP O&G EXPL PRO | $342,984 | 0.0% | +3% | — |
| 223 | — | ISHARES TR - CORE 80 20 ETF | $340,331 | 0.0% | -13% | — |
| 224 |  $CRWD | CrowdStrike Holdings, Inc. | $339,597 | 0.0% | NEW | 67.7 |
| 225 |  $ASML | ASML HOLDING NV | $337,047 | 0.0% | +0% | — |
| 226 | $WT | WisdomTree, Inc. | $332,613 | 0.0% | +0% | 59.9 |
| 227 | — | GLOBAL X FDS - DEFENSE TECH ETF | $332,219 | 0.0% | +0% | — |
| 228 |  $FSLR | FIRST SOLAR, INC. | $331,524 | 0.0% | +0% | 79.2 |
| 229 | — | ISHARES TR - MSCI EMG MKT ETF | $324,948 | 0.0% | +0% | — |
| 230 |  $FLEX | FLEX LTD. | $319,602 | 0.0% | NEW | — |
| 231 |  $DG | DOLLAR GENERAL CORP | $318,855 | 0.0% | +44% | 59.5 |
| 232 |  $SNPS | SYNOPSYS INC | $316,710 | 0.0% | +30% | 67.9 |
| 233 |  $LOW | LOWES COMPANIES INC | $309,788 | 0.0% | +0% | 60.8 |
| 234 |  $TAP | MOLSON COORS BEVERAGE CO | $308,758 | 0.0% | +44% | 41.4 |
| 235 |  $GIL | Gildan Activewear Inc. | $308,740 | 0.0% | +0% | — |
| 236 |  $BAX | BAXTER INTERNATIONAL INC | $308,607 | 0.0% | +2% | 50.1 |
| 237 | — | SELECT SECTOR SPDR TR - ST STR ENERG ETF | $307,826 | 0.0% | -3% | — |
| 238 |  $IAG | IAMGOLD CORP | $305,334 | 0.0% | -0% | 33.1 |
| 239 | — | INNOVATOR ETFS TRUST - US EQTY PWR BUF | $300,250 | 0.0% | +0% | — |
| 240 |  $GFL | GFL Environmental Inc. | $300,018 | 0.0% | NEW | — |
| 241 | — | INNOVATOR ETFS TRUST - US SML CP PWR ET | $292,928 | 0.0% | +0% | — |
| 242 | — | GLOBAL X FDS - US INFR DEV ETF | $287,720 | 0.0% | NEW | — |
| 243 | — | INNOVATOR ETFS TRUST - US EQTY PWR BF | $287,304 | 0.0% | +0% | — |
| 244 | — | ISHARES INC - MSCI EURZONE ETF | $285,645 | 0.0% | +0% | — |
| 245 | — | VANGUARD TAX-MANAGED FDS - VAN FTSE DEV MKT | $283,784 | 0.0% | -17% | — |
| 246 | — | ISHARES TR - US INDUSTRIALS | $283,305 | 0.0% | +0% | — |
| 247 |  $IBIT | iShares Bitcoin Trust ETF | $282,898 | 0.0% | -15% | — |
| 248 |  $MSI | Motorola Solutions, Inc. | $279,888 | 0.0% | -8% | 71.8 |
| 249 |  $FNV | FRANCO NEVADA Corp | $275,938 | 0.0% | +0% | — |
| 250 |  $UL | UNILEVER PLC | $273,666 | 0.0% | NEW | — |
| 251 | — | STATE STR SPDR DOW JONES IND - UT SER 1 | $266,419 | 0.0% | +0% | — |
| 252 |  $AG | FIRST MAJESTIC SILVER CORP | $265,626 | 0.0% | -0% | — |
| 253 |  $BX | Blackstone Inc. | $262,522 | 0.0% | +1% | 74.4 |
| 254 | — | INNOVATOR ETFS TRUST - US EQTY PWR BUF | $262,025 | 0.0% | +0% | — |
| 255 | $BEPC | Brookfield Renewable Corp | $261,300 | 0.0% | -0% | — |
| 256 |  $TGT | TARGET CORP | $261,220 | 0.0% | -5% | 60.7 |
| 257 |  $ABT | ABBOTT LABORATORIES | $260,333 | 0.0% | -28% | 65.5 |
| 258 |  $ASA | ASA Gold & Precious Metals Ltd | $260,200 | 0.0% | +0% | — |
| 259 |  $ISRG | INTUITIVE SURGICAL INC | $256,901 | 0.0% | +30% | 79.9 |
| 260 | — | VANGUARD INTL EQUITY INDEX F - FTSE EMR MKT ETF | $256,369 | 0.0% | -18% | — |
| 261 |  $MPC | Marathon Petroleum Corp | $255,670 | 0.0% | +0% | 61 |
| 262 |  $WHR | WHIRLPOOL CORP /DE/ | $252,288 | 0.0% | +60% | 42.8 |
| 263 |  $KGC | KINROSS GOLD CORP | $252,264 | 0.0% | -1% | — |
| 264 | — | SCHWAB STRATEGIC TR - US BRD MKT ETF | $245,610 | 0.0% | +0% | — |
| 265 |  $CARR | CARRIER GLOBAL Corp | $244,989 | 0.0% | NEW | 56.6 |
| 266 | — | ISHARES TR - U.S. BAS MTL ETF | $244,581 | 0.0% | +0% | — |
| 267 |  $AON | Aon plc | $239,961 | 0.0% | -14% | — |
| 268 |  $SHEL | Shell plc | $238,844 | 0.0% | -1% | — |
| 269 |  $VZLA | Vizsla Silver Corp. | $238,739 | 0.0% | +121% | — |
| 270 |  $TCBI | TEXAS CAPITAL BANCSHARES INC/TX | $237,498 | 0.0% | +0% | 64.4 |
| 271 |  $VLO | VALERO ENERGY CORP/TX | $235,260 | 0.0% | +8% | 57.8 |
| 272 |  $APD | Air Products & Chemicals, Inc. | $234,544 | 0.0% | +0% | 46.4 |
| 273 |  $STX | Seagate Technology Holdings plc | $232,743 | 0.0% | NEW | — |
| 274 | — | INNOVATOR ETFS TRUST - INTRNL DEV JAN | $232,287 | 0.0% | +0% | — |
| 275 |  $QSR | Restaurant Brands International Inc. | $231,439 | 0.0% | +0% | 69.7 |
| 276 |  $LRCX | LAM RESEARCH CORP | $224,645 | 0.0% | NEW | 79.4 |
| 277 | — | ISHARES TR - CORE 40 MODE ETF | $222,210 | 0.0% | -3% | — |
| 278 |  $ADM | Archer-Daniels-Midland Co | $221,560 | 0.0% | -42% | 50.7 |
| 279 | — | ISHARES INC - CORE MSCI EMKT | $219,761 | 0.0% | -22% | — |
| 280 |  $CRM | Salesforce, Inc. | $219,324 | 0.0% | +0% | 77 |
| 281 |  $EW | Edwards Lifesciences Corp | $216,367 | 0.0% | NEW | 69.4 |
| 282 |  $DXCM | DEXCOM INC | $215,520 | 0.0% | NEW | 76 |
| 283 |  $STRL | STERLING INFRASTRUCTURE, INC. | $214,037 | 0.0% | NEW | 70.6 |
| 284 |  $RTX | RTX Corp | $208,703 | 0.0% | +0% | 73.2 |
| 285 |  $BTI | British American Tobacco p.l.c. | $208,579 | 0.0% | -8% | — |
| 286 |  $WDC | WESTERN DIGITAL CORP | $207,584 | 0.0% | NEW | 80.7 |
| 287 |  $RIVN | Rivian Automotive, Inc. / DE | $206,795 | 0.0% | NEW | 35.9 |
| 288 | — | SCHWAB STRATEGIC TR - FUNDAMENTAL US L | $206,411 | 0.0% | NEW | — |
| 289 | — | ISHARES TR - EXPND TEC SC ETF | $204,639 | 0.0% | NEW | — |
| 290 |  $FSM | FORTUNA MINING CORP. | $162,637 | 0.0% | -15% | — |
| 291 |  $ITRG | Integra Resources Corp. | $155,172 | 0.0% | +0% | — |
| 292 |  $LYG | Lloyds Banking Group plc | $145,676 | 0.0% | NEW | — |
| 293 |  $VMD | VIEMED HEALTHCARE, INC. | $142,272 | 0.0% | +0% | 61.5 |
| 294 |  $HDSN | HUDSON TECHNOLOGIES INC /NY | $73,759 | 0.0% | +0% | 25.4 |
New Positions (26)
$FDXF FedEx Freight Holding Company, Inc.$2.2M$SHOP SHOPIFY INC.$573,562$AMD ADVANCED MICRO DEVICES INC$554,188$BMM Blue Moon Metals Inc.$538,353$MSCI MSCI Inc.$521,397$CLS CELESTICA INC$471,376 VANGUARD SCOTTSDALE FDS - SHRT TRM CORP BD$450,471
$KO COCA COLA CO$425,623$INTC INTEL CORP$417,075 SCHWAB STRATEGIC TR - 1000 INDEX ETF$411,084
$CRWD CrowdStrike Holdings, Inc.$339,597$FLEX FLEX LTD.$319,602$GFL GFL Environmental Inc.$300,018 GLOBAL X FDS - US INFR DEV ETF$287,720
$UL UNILEVER PLC$273,666Exited Positions (17)
$KVUE Kenvue Inc.
$CDNS CADENCE DESIGN SYSTEMS INC
$PUBM PubMatic, Inc. AMERICAN CENTY ETF TR
$HRI HERC HOLDINGS INC VANGUARD CHARLOTTE FDS
ISHARES TR
$GE GENERAL ELECTRIC CO
$BKNG Booking Holdings Inc.
$AZO AUTOZONE INC
$T AT&T INC. FIDELITY MERRIMACK STR TR
$AZN ASTRAZENECA PLC VANGUARD INDEX FDS
$COF CAPITAL ONE FINANCIAL CORPBrowse Top Institutional Investors
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