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Portfolio (Quarterly) Guide ↗

Cardinal Capital Management

· CIK 0001434845
13F Portfolio $776M AUM 136 positions Filed Apr 8, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 3 New 81 Added 13 Reduced
Page 4 of 5  ·  81 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 UTMD UTAH MED PRODS INC Healthcare 26,543.0 $1.7M 0.21% +2K +6.9% $62.30 +0.3%
62 LZB LA Z BOY INC Consumer Cyclical 51,360.0 $1.7M 0.21% +3K +5.7% $32.14 +9.1%
63 WOR WORTHINGTON ENTERPRISES INC Industrials 30,964.0 $1.6M 0.21% +2K +5.8% $52.14 +2.6%
64 ALC ALCON AG Healthcare 21,014.0 $1.6M 0.20% +661.0 +3.2% $75.35 -11.0%
65 IIIN INSTEEL INDS INC Industrials 46,284.0 $1.6M 0.20% +3K +6.5% $33.61 -23.7%
66 MIDD MIDDLEBY CORP Industrials 11,563.0 $1.5M 0.20% +627.0 +5.7% $132.58 +6.0%
67 MHK MOHAWK INDS INC Consumer Cyclical 15,500.0 $1.5M 0.20% +929.0 +6.4% $98.46 -0.2%
68 ALRM ALARM COM HLDGS INC Technology 34,905.0 $1.5M 0.19% +6K +19.0% $43.19 -0.4%
69 OFLX OMEGA FLEX INC Industrials 45,605.0 $1.4M 0.18% +3K +6.8% $31.04 -12.6%
70 AOS SMITH A O CORP Industrials 20,552.0 $1.4M 0.17% +629.0 +3.2% $65.94 -15.6%
71 HAE HAEMONETICS CORP MASS Healthcare 23,900.0 $1.3M 0.17% +1K +6.5% $56.36 +3.7%
72 HALO HALOZYME THERAPEUTICS INC Healthcare 20,549.0 $1.3M 0.17% +2K +9.9% $64.63 +5.1%
73 YETI YETI HLDGS INC Consumer Cyclical 35,545.0 $1.3M 0.17% +2K +6.8% $36.59 +19.6%
74 CHKP CHECK POINT SOFTWARE TECH LT Technology 8,766.0 $1.3M 0.16% +134.0 +1.6% $142.85 -10.6%
75 OLED UNIVERSAL DISPLAY CORP Technology 12,248.0 $1.1M 0.14% +1K +9.3% $91.66 -3.2%
76 HSIC SCHEIN HENRY INC Healthcare 13,909.0 $1.0M 0.13% +277.0 +2.0% $73.70 -2.3%
77 WS WORTHINGTON STL INC Basic Materials 21,473.0 $652K 0.08% +1K +5.8% $30.35 +26.8%
78 HLN HALEON PLC Healthcare 49,161.0 $492K 0.06% +838.0 +1.7% $10.01 -7.7%
79 DD DUPONT DE NEMOURS INC Basic Materials 10,437.0 $478K 0.06% +4K +56.2% $45.80 +1.7%
80 INTC INTEL CORP Technology 8,860.0 $391K 0.05% +906.0 +11.4% $44.13 +160.6%
Page 4 of 5  ·  81 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 22.6%
Technology 17.2%
Industrials 16.7%
Financial Services 13.2%
Consumer Defensive 10.1%
Energy 6.8%
Consumer Cyclical 5.6%
Basic Materials 4.0%
Communication Services 3.2%
Utilities 0.5%