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Portfolio (Quarterly) Guide ↗

Cardinal Capital Management

· CIK 0001434845
13F Portfolio $826M AUM 138 positions Filed Jul 21, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 7 New 60 Added 33 Reduced 5 Exited
Page 2 of 3  ·  60 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 CFR CULLEN FROST BANKERS INC Financial Services 19,329.0 $3.0M 0.36% +325.0 +1.7% $154.52 +6.7%
22 FNB F N B CORP Financial Services 153,002.0 $2.9M 0.35% +863.0 +0.6% $19.08 -2.9%
23 DLB DOLBY LABORATORIES INC Technology 54,613.0 $2.9M 0.35% +6K +11.8% $52.58 +22.1%
24 UPS UNITED PARCEL SVCS INC Industrials 26,066.0 $2.8M 0.34% +180.0 +0.7% $107.50 -4.6%
25 OZK BANK OZK LITTLE ROCK ARK Financial Services 51,317.0 $2.7M 0.32% +348.0 +0.7% $52.09 -5.4%
26 JKHY HENRY JACK & ASSOC INC Technology 19,159.0 $2.6M 0.32% +911.0 +5.0% $137.74 +19.8%
27 CRL CHARLES RIV LABS INTL INC Healthcare 11,206.0 $2.5M 0.31% +175.0 +1.6% $226.79 +28.5%
28 UNB UNION BANKSHARES INC Financial Services 104,509.0 $2.5M 0.31% +2K +1.9% $24.26 -1.9%
29 WLY WILEY JOHN & SONS INC Communication Services 50,389.0 $2.4M 0.30% +456.0 +0.9% $48.51 +7.4%
30 NVO NOVO-NORDISK A S Healthcare 50,261.0 $2.4M 0.29% +4K +7.6% $47.94 -3.8%
31 NXPI NXP SEMICONDUCTORS N V Technology 8,533.0 $2.4M 0.29% +65.0 +0.8% $282.03 -20.9%
32 UNILEVER PLC 39,489.0 $2.4M 0.29% +2K +5.1% $60.12
33 TMP TOMPKINS FINL CORP Financial Services 25,088.0 $2.4M 0.29% +572.0 +2.3% $94.52 +2.8%
34 MORN MORNINGSTAR INC Financial Services 15,051.0 $2.3M 0.28% +1K +9.2% $156.02 +39.4%
35 GGG GRACO INC Industrials 30,314.0 $2.3M 0.28% +770.0 +2.6% $75.61 +8.1%
36 LNN LINDSAY CORP Industrials 18,404.0 $2.3M 0.28% +347.0 +1.9% $123.80 -6.2%
37 IT GARTNER INC Technology 17,553.0 $2.3M 0.28% +16K +1449.2% $129.62 +49.4%
38 HALO HALOZYME THERAPEUTICS INC Healthcare 28,076.0 $2.2M 0.27% +8K +36.6% $78.27 +35.6%
39 LZB LA Z BOY INC Consumer Cyclical 52,292.0 $2.1M 0.25% +932.0 +1.8% $40.12 -16.1%
40 YETI YETI HLDGS INC Consumer Cyclical 42,314.0 $2.1M 0.25% +7K +19.0% $49.56 -11.2%
Page 2 of 3  ·  60 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Healthcare 21.7%
Technology 19.2%
Industrials 17.3%
Financial Services 14.4%
Consumer Defensive 8.4%
Consumer Cyclical 5.4%
Energy 5.2%
Basic Materials 4.1%
Communication Services 3.9%
Utilities 0.4%