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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 2 of 7  ·  136 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 IBM INTERNATIONAL BUSINESS MACHS Technology 44,698.0 $10.8M 1.40% +533.0 +1.2% $242.39 -10.4%
22 LH LABCORP HOLDINGS INC Healthcare 38,587.0 $10.3M 1.33% $266.81 -5.1%
23 TFC TRUIST FINL CORP Financial Services 208,676.0 $9.6M 1.24% $45.97 +1.2%
24 NFG NATIONAL FUEL GAS CO Energy 101,277.0 $9.6M 1.23% +901.0 +0.9% $94.49 -12.2%
25 AGX ARGAN INC Industrials 17,422.0 $9.5M 1.22% -10K -35.3% $544.65 +17.4%
26 HAS HASBRO INC Consumer Cyclical 100,029.0 $9.4M 1.21% $93.60 -3.2%
27 GIS GENERAL MILLS INC Consumer Defensive 250,124.0 $9.3M 1.20% +118K +89.9% $37.22 -10.7%
28 ADP AUTOMATIC DATA PROCESSING IN Industrials 44,271.0 $9.1M 1.17% +1K +2.3% $204.85 +5.4%
29 QCOM QUALCOMM INC Technology 69,632.0 $9.0M 1.16% +943.0 +1.4% $128.78 +52.1%
30 A AGILENT TECHNOLOGIES INC Healthcare 75,310.0 $8.6M 1.11% $114.23 -4.5%
31 PG PROCTER & GAMBLE CO Consumer Defensive 59,289.0 $8.6M 1.10% +1K +1.8% $144.44 -2.3%
32 SBUX STARBUCKS CORP Consumer Cyclical 93,572.0 $8.4M 1.08% +970.0 +1.1% $89.59 +18.1%
33 MMM 3M CO Industrials 54,662.0 $7.9M 1.02% $145.23 +1.9%
34 IDXX IDEXX LABS INC Healthcare 14,107.0 $7.9M 1.02% $561.89 -4.2%
35 NVS NOVARTIS AG Healthcare 49,684.0 $7.6M 0.98% $152.75 -1.0%
36 MDT MEDTRONIC PLC Healthcare 83,676.0 $7.3M 0.94% +791.0 +0.9% $87.35 -11.2%
37 UTHR UNITED THERAPEUTICS CORP DEL Healthcare 12,133.0 $7.2M 0.93% $592.98 -3.6%
38 STT STATE STR CORP Financial Services 55,385.0 $7.0M 0.90% $126.56 +19.4%
39 CW CURTISS WRIGHT CORP Industrials 10,284.0 $7.0M 0.90% -225.0 -2.1% $681.36 +5.0%
40 TROW PRICE T ROWE GROUP INC Financial Services 72,993.0 $6.6M 0.85% +2K +2.7% $90.14 +12.4%
Page 2 of 7  ·  136 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%