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Portfolio (Quarterly) Guide ↗

Cardinal Capital Management, Inc.

· CIK 0001518235
13F Portfolio $4.1B AUM 71 positions Filed Jul 10, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 7 New 40 Added 13 Reduced 3 Exited
Page 3 of 4  ·  70 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 MSFT Microsoft Corp. Technology 79,815.0 $29.8M 0.72% +3K +4.1% $373.02 +31.8%
42 NTR Nutrien Ltd. Basic Materials 449,452.0 $28.3M 0.68% -24K -5.2% $62.88 +15.8%
43 BDX Becton Dickinson and Co. Healthcare 178,421.0 $27.0M 0.65% +11K +6.6% $151.33 +25.4%
44 Unilever PLC - ADR 441,818.0 $26.6M 0.64% +26K +6.3% $60.12
45 MRK Merck & Co. Inc. Healthcare 206,451.0 $26.5M 0.64% $128.50 +21.7%
46 MDT Medtronic PLC Healthcare 329,175.0 $25.8M 0.62% +18K +5.9% $78.23 +16.5%
47 LVMH Moet Hennessy Louis Vuitton ADR 205,448.0 $22.7M 0.55% NEW $110.60
48 ENB Enbridge Inc. Energy 419,175.0 $22.7M 0.55% -14K -3.2% $54.12 -8.1%
49 USB US Bancorp Financial Services 326,565.0 $19.7M 0.48% +17K +5.4% $60.40 +3.3%
50 Honeywell International Inc. 82,012.0 $18.4M 0.44% NEW $223.90
51 EQIX Equinix Inc. Real Estate 17,220.0 $17.9M 0.43% $1042.39 +3.0%
52 COP ConocoPhillips Energy 138,844.0 $14.4M 0.35% +976.0 +0.7% $103.96 +26.8%
53 SAP SAP SE - ADR Technology 90,961.0 $14.0M 0.34% +915.0 +1.0% $154.11 +40.8%
54 Emera Inc. 223,815.0 $11.8M 0.29% +2K +0.9% $52.94
55 AJG Arthur J. Gallagher & Co. Financial Services 43,710.0 $10.0M 0.24% +543.0 +1.3% $229.57 +17.0%
56 The North West Co Inc. 240,105.0 $8.3M 0.20% NEW $34.75
57 Brookfield Asset Management Ltd. 84,812.0 $3.8M 0.09% NEW $44.77
58 Iberdrola SA-Sponsored ADR 20,715.0 $2.1M 0.05% +367.0 +1.8% $99.90
59 TD Toronto-Dominion Bank Financial Services 12,020.0 $1.5M 0.04% -4K -23.6% $121.35 -1.9%
60 FTS Fortis Inc./Canada Utilities 13,000.0 $744K 0.02% $57.23 -3.8%
Page 3 of 4  ·  70 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
Financial Services 43.0%
Energy 18.8%
Industrials 10.9%
Technology 9.7%
Consumer Cyclical 8.1%
Healthcare 5.1%
Basic Materials 2.4%
Utilities 1.4%
Real Estate 0.6%
Communication Services 0.0%