Cardinal Point Capital Management ULC has filed a Form 13F-HR with the U.S. Securities and Exchange Commission, disclosing its equity holdings as of September 30, 2026. The filing lists a total of 283 equity securities held by the firm.
The portfolio includes a mix of large-cap technology companies, energy producers, and financial institutions. Among the largest positions disclosed are Apple Inc., with 239,840 shares, and Alphabet Inc. Class C shares, held at 106,831 shares. Other notable holdings include Amazon.com Inc. (39,791 shares), Broadcom Inc. (2,186 shares), and Costco Wholesale Corporation (8,194 shares).
The filing also details significant positions in the energy sector, including Enbridge Inc. (334,206 shares), Canadian Natural Resources Ltd. (244,250 shares), and Canadian National Railway Co. (134,972 shares). Additionally, the portfolio includes various exchange-traded funds (ETFs) and other equities, such as Johnson & Johnson (72,580 shares), JPMorgan Chase & Co. (60,439 shares), and Berkshire Hathaway Inc. Class B (25,435 shares).
The report was signed by Matthew Zienty, the Chief Compliance Officer of Cardinal Point Capital Management ULC, and was filed on October 21, 2026.
