Filed: 4/8/2026ACC: 0001434845-26-000003
📋 What this filing means
CARDINAL CAPITAL MANAGEMENT filed this quarterly 13F‑HR report disclosing 136 equity positions with a total reported market value of $775.63M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
136
Positions
$775.63M
Total AUM (reported)
6.52M
Total Shares
Allocation by class
COM$732.22M94.4%
ADR$42.11M5.4%
ETF$1.31M0.2%
Portfolio Concentration
Top 3$75.17M9.7%
4–10$129.89M16.7%
11–25$169.99M21.9%
Rest$400.57M51.6%
Top 3 weight
9.7%
Top 10 weight
26.4%
Voting Authority Distribution
Total shares with voting rights: 6.52M
Sole
Full voting authority
6.52M
shares
% of voting shares100.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
0.00
shares
% of voting shares0.0%
Investment Discretion (by position count)
Sole136
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings136
Rows:
JOHNSON & JOHNSON
SOLEShares116.38K
TypeSH
Market value$28.45M
3.67%
Sole
116.38K
Shared
0.00
None
0.00
ELI LILLY & CO
SOLEShares26.79K
TypeSH
Market value$24.64M
3.18%
Sole
26.79K
Shared
0.00
None
0.00
APPLE INC
SOLEShares87.01K
TypeSH
Market value$22.08M
2.85%
Sole
87.01K
Shared
0.00
None
0.00
COSTCO WHOLESALE CORPORATION
SOLEShares20.75K
TypeSH
Market value$20.67M
2.67%
Sole
20.75K
Shared
0.00
None
0.00
EXXON MOBIL CORP
SOLEShares115.40K
TypeSH
Market value$19.58M
2.52%
Sole
115.40K
Shared
0.00
None
0.00
WALMART INC
SOLEShares154.96K
TypeSH
Market value$19.30M
2.49%
Sole
154.96K
Shared
0.00
None
0.00
ALPHABET INC
SOLEShares64.22K
TypeSH
Market value$18.47M
2.38%
Sole
64.22K
Shared
0.00
None
0.00
MICROSOFT CORP
SOLEShares49.56K
TypeSH
Market value$18.35M
2.37%
Sole
49.56K
Shared
0.00
None
0.00
JPMORGAN CHASE & CO
SOLEShares58.79K
TypeSH
Market value$17.29M
2.23%
Sole
58.79K
Shared
0.00
None
0.00
BANK NEW YORK MELLON CORP
SOLEShares136.86K
TypeSH
Market value$16.24M
2.09%
Sole
136.86K
Shared
0.00
None
0.00
DEERE & CO
SOLEShares27.88K
TypeSH
Market value$15.75M
2.03%
Sole
27.88K
Shared
0.00
None
0.00
CISCO SYS INC
SOLEShares157.68K
TypeSH
Market value$12.23M
1.58%
Sole
157.68K
Shared
0.00
None
0.00
CONOCOPHILLIPS
SOLEShares91.89K
TypeSH
Market value$12.13M
1.56%
Sole
91.89K
Shared
0.00
None
0.00
MERCK & CO INC
SOLEShares96.64K
TypeSH
Market value$11.71M
1.51%
Sole
96.64K
Shared
0.00
None
0.00
EMERSON ELEC CO
SOLEShares88.82K
TypeSH
Market value$11.64M
1.50%
Sole
88.82K
Shared
0.00
None
0.00
ECOLAB INC
SOLEShares43.10K
TypeSH
Market value$11.50M
1.48%
Sole
43.10K
Shared
0.00
None
0.00
ILLINOIS TOOL WKS INC
SOLEShares43.61K
TypeSH
Market value$11.42M
1.47%
Sole
43.61K
Shared
0.00
None
0.00
LOWES COS INC
SOLEShares48.26K
TypeSH
Market value$11.40M
1.47%
Sole
48.26K
Shared
0.00
None
0.00
CUMMINS INC
SOLEShares21.04K
TypeSH
Market value$11.32M
1.46%
Sole
21.04K
Shared
0.00
None
0.00
KEYSIGHT TECHNOLOGIES INC
SOLEShares39.38K
TypeSH
Market value$11.12M
1.43%
Sole
39.38K
Shared
0.00
None
0.00
INTERNATIONAL BUSINESS MACHS
SOLEShares44.70K
TypeSH
Market value$10.83M
1.40%
Sole
44.70K
Shared
0.00
None
0.00
LABCORP HOLDINGS INC
SOLEShares38.59K
TypeSH
Market value$10.30M
1.33%
Sole
38.59K
Shared
0.00
None
0.00
TRUIST FINL CORP
SOLEShares208.68K
TypeSH
Market value$9.59M
1.24%
Sole
208.68K
Shared
0.00
None
0.00
NATIONAL FUEL GAS CO
SOLEShares101.28K
TypeSH
Market value$9.57M
1.23%
Sole
101.28K
Shared
0.00
None
0.00
ARGAN INC
SOLEShares17.42K
TypeSH
Market value$9.49M
1.22%
Sole
17.42K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
JOHNSON & JOHNSONSOLE | COM | 116.38K | SH | $28.45M 3.67% | 116.38K | 0.00 | 0.00 |
ELI LILLY & COSOLE | COM | 26.79K | SH | $24.64M 3.18% | 26.79K | 0.00 | 0.00 |
APPLE INCSOLE | COM | 87.01K | SH | $22.08M 2.85% | 87.01K | 0.00 | 0.00 |
COSTCO WHOLESALE CORPORATIONSOLE | COM | 20.75K | SH | $20.67M 2.67% | 20.75K | 0.00 | 0.00 |
EXXON MOBIL CORPSOLE | COM | 115.40K | SH | $19.58M 2.52% | 115.40K | 0.00 | 0.00 |
WALMART INCSOLE | COM | 154.96K | SH | $19.30M 2.49% | 154.96K | 0.00 | 0.00 |
ALPHABET INCSOLE | COM | 64.22K | SH | $18.47M 2.38% | 64.22K | 0.00 | 0.00 |
MICROSOFT CORPSOLE | COM | 49.56K | SH | $18.35M 2.37% | 49.56K | 0.00 | 0.00 |
JPMORGAN CHASE & COSOLE | COM | 58.79K | SH | $17.29M 2.23% | 58.79K | 0.00 | 0.00 |
BANK NEW YORK MELLON CORPSOLE | COM | 136.86K | SH | $16.24M 2.09% | 136.86K | 0.00 | 0.00 |
DEERE & COSOLE | COM | 27.88K | SH | $15.75M 2.03% | 27.88K | 0.00 | 0.00 |
CISCO SYS INCSOLE | COM | 157.68K | SH | $12.23M 1.58% | 157.68K | 0.00 | 0.00 |
CONOCOPHILLIPSSOLE | COM | 91.89K | SH | $12.13M 1.56% | 91.89K | 0.00 | 0.00 |
MERCK & CO INCSOLE | COM | 96.64K | SH | $11.71M 1.51% | 96.64K | 0.00 | 0.00 |
EMERSON ELEC COSOLE | COM | 88.82K | SH | $11.64M 1.50% | 88.82K | 0.00 | 0.00 |
ECOLAB INCSOLE | COM | 43.10K | SH | $11.50M 1.48% | 43.10K | 0.00 | 0.00 |
ILLINOIS TOOL WKS INCSOLE | COM | 43.61K | SH | $11.42M 1.47% | 43.61K | 0.00 | 0.00 |
LOWES COS INCSOLE | COM | 48.26K | SH | $11.40M 1.47% | 48.26K | 0.00 | 0.00 |
CUMMINS INCSOLE | COM | 21.04K | SH | $11.32M 1.46% | 21.04K | 0.00 | 0.00 |
KEYSIGHT TECHNOLOGIES INCSOLE | COM | 39.38K | SH | $11.12M 1.43% | 39.38K | 0.00 | 0.00 |
INTERNATIONAL BUSINESS MACHSSOLE | COM | 44.70K | SH | $10.83M 1.40% | 44.70K | 0.00 | 0.00 |
LABCORP HOLDINGS INCSOLE | COM | 38.59K | SH | $10.30M 1.33% | 38.59K | 0.00 | 0.00 |
TRUIST FINL CORPSOLE | COM | 208.68K | SH | $9.59M 1.24% | 208.68K | 0.00 | 0.00 |
NATIONAL FUEL GAS COSOLE | COM | 101.28K | SH | $9.57M 1.23% | 101.28K | 0.00 | 0.00 |
ARGAN INCSOLE | COM | 17.42K | SH | $9.49M 1.22% | 17.42K | 0.00 | 0.00 |
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