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Portfolio (Quarterly) Guide ↗

Cardinal Capital Management, Inc.

· CIK 0001518235
13F Portfolio $3.7B AUM 69 positions Filed Apr 7, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 3 New 45 Added 11 Reduced 7 Exited
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 CM Canadian Imperial Bank of Commerce Financial Services 1,557,036.0 $147.1M 3.96% -180K -10.3% $94.48 +18.2%
2 AMAT Applied Materials Inc. Technology 187,682.0 $64.1M 1.73% -15K -7.5% $341.79 +80.6%
3 NTR Nutrien Ltd. Basic Materials 473,902.0 $35.7M 0.96% -52K -10.0% $75.25 -16.5%
4 MRK Merck & Co. Inc. Healthcare 207,470.0 $25.0M 0.67% -97K -31.9% $120.29 -5.3%
5 ENB Enbridge Inc. Energy 433,145.0 $23.4M 0.63% -452K -51.0% $54.04 +0.9%
6 Granite Real Estate Investment trust 269,724.0 $15.8M 0.43% -10K -3.7% $58.62
7 Iberdrola SA-Sponsored ADR 20,348.0 $1.9M 0.05% -975.0 -4.6% $92.24
8 TD Toronto-Dominion Bank Financial Services 15,723.0 $1.5M 0.04% -2K -10.2% $93.10 +28.1%
9 AEM Agnico-Eagle Mines Ltd. Basic Materials 1,455.0 $294K 0.01% -110.0 -7.0% $202.34 -17.6%
10 BAC Bank of America Corp. Financial Services 5,335.0 $260K 0.01% -2K -27.6% $48.75 +15.3%
11 CNQ Canadian Natural Resources Ltd. Energy 4,765.0 $232K 0.01% -4K -45.0% $48.63 -15.6%

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
Financial Services 40.1%
Energy 22.4%
Industrials 10.2%
Consumer Cyclical 7.9%
Technology 7.8%
Healthcare 5.1%
Basic Materials 2.8%
Utilities 1.6%
Communication Services 1.5%
Real Estate 0.6%