Arkolith/Funds/Cardinal Capital Management, Inc.

Cardinal Capital Management, Inc.

CIK 1518235Hedge fund
Holdings as of Mar 31, 2026·disclosed Apr 7, 2026·~7-day 13F lag·13F-HR
Inactive

Cardinal Capital Management, Inc. holds a diversified book of 66 stocks worth $3.7B as of Q1 2026 (disclosed Apr 7, 2026, a ~45-day 13F lag). This quarter they opened CCL Industries Inc. and trimmed Can Imperial BK Of Commerce. Their largest long position is Suncor Energy Inc at 6% of the equity book. Cloning the disclosed picks since 2014 would be +253% (+10.8%/yr). That is a simulation of the disclosed long book, not audited returns.

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Use Arkolith to show Cardinal Capital Management, Inc.'s latest
holdings, largest changes, and filing provenance.
Opened
3
new positions
Added to
48
existing
Trimmed
11
reduced
Sold out
7
exited

Growth of $10,000: cloning the disclosed book

If you'd copied them
+252.9%
+10.8%/yr · since Apr '14
Their reported book
+221.4%
held from quarter-end
S&P 500
+384.4%
same window
$8K$18K$29K$39K$49KApr '14Sep '16Mar '19Sep '21Mar '24Jul '26
Cardinal Capital Management, Inc. (copied at disclosure) S&P 500

Following at the filing date actually beat the quarter-end book by 31.5 points over this window.

Growth of $10,000 cloning Cardinal Capital Management, Inc.'s disclosed long 13F book, rebalanced on each filing date (so it reflects the ~45-day reporting lag, no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.

Concentration

Top-heavy: diversified book

Top 5 holdings
24%
Top 10 holdings
43%
Top 20 holdings
74%

Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.

Direct sector allocation

77% mapped to company sectors

Financials
25%
ETF / fund or unclassified
23%
Industrials
12%
Energy
11%
Utilities
7%
Information Technology
5%
Consumer Discretionary
5%
Real Estate
4%

Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.

Biggest moves: latest quarter

Estimated $ traded · quarter-end prices, no cost basis

Bought
Trimmed / exited

Funds with the most overlap

Other tracked managers holding the same core names as Cardinal Capital Management, Inc.

Manager / fundShared namesTheir $ in those
RHUMBLINE ADVISERS64 / 66$22.9B
PNC FINANCIAL SERVICES GROUP, INC.64 / 66$19.1B
Ancora Advisors LLC61 / 66$727.7M
GAMMA Investing LLC61 / 66$454.7M
BARCLAYS PLC60 / 66$47.5B
Farther Finance Advisors, LLC60 / 66$723.7M
BlackRock, Inc.59 / 66$1.1T
FMR LLC59 / 66$319.2B

Ranked by how many of Cardinal Capital Management, Inc.'s top 66 disclosed names each fund also holds: a cross-fund conviction signal from the latest 13F of every tracked manager.

Holdings: largest first

Bars show each stock's share of the portfolio. Click a row for its position history.

66 positions
#SecurityValueShares% PortLast moveHistory
1Suncor Energy Inc.
COM
$231.4M3.51M
6.2%
+0.3%
Added · +10K sh
2Saputo Inc.
COM
$174.0M5.59M
4.7%
+1.1%
Added · +61K sh
3Manulife Financial Corp.
COM
$160.5M4.68M
4.3%
+2.3%
Added · +105K sh
4Pembina Pipeline Corp.
COM
$158.6M3.56M
4.3%
+8.6%
Added · +281K sh
5TC Energy Corp.
COM
$158.2M2.53M
4.3%
+5.7%
Added · +138K sh
6Canadian Imperial Bank of Commerce
COM
$147.1M1.56M
4.0%
−10%
Reduced · −180K sh
7Royal Bank of Canada
COM
$144.3M895.7K
3.9%
+1.9%
Added · +17K sh
8Gildan Activewear Inc.
COM
$143.6M2.59M
3.9%
+1.7%
Added · +42K sh
9Bank of Nova Scotia
COM
$139.8M2.02M
3.8%
+1.3%
Added · +25K sh
10Sun Life Financial Inc.
COM
$139.4M2.23M
3.8%
+108%
Added · +1.2M sh
11Bank of Montreal
COM
$135.6M1.00M
3.7%
+1.6%
Added · +16K sh
12Canadian Tire Corp. Ltd. - Class A
COM
$134.5M1.00M
3.6%
+1.8%
Added · +18K sh
13Canadian Pacific Kansas City Ltd.
COM
$131.0M1.67M
3.5%
+7.8%
Added · +120K sh
14Brookfield Corp.
COM
$127.9M3.17M
3.4%
+2.9%
Added · +89K sh
15Canadian National Railway Co.
COM
$121.6M1.19M
3.3%
+22%
Added · +211K sh
16CCL Industries Inc.
COM
$118.8M1.90M
3.2%
New
New position
17Intact Financial Corp
COM
$114.0M631.2K
3.1%
+18%
Added · +96K sh
18National Bank of Canada
COM
$97.9M758.9K
2.6%
New
New position
19Element Fleet Management Corp.
COM
$86.2M3.99M
2.3%
+12%
Added · +422K sh
20Applied Materials Inc.
COM
$64.1M187.7K
1.7%
−7.5%
Reduced · −15K sh
21AbbVie Inc.
COM
$54.9M252.5K
1.5%
+32%
Added · +61K sh
22Cummins Inc.
COM
$51.7M96.0K
1.4%
+0.2%
Added · +176 sh
23T-Mobile US Inc.
COM
$40.9M194.6K
1.1%
+10%
Added · +18K sh
24NextEra Energy Inc.
COM
$40.4M434.6K
1.1%
+0.5%
Added · +2K sh
25Air Products & Chemicals Inc.
COM
$37.4M128.8K
1.0%
+3.6%
Added · +4K sh
26Wells Fargo & Co.
COM
$36.8M462.7K
1.0%
+2.7%
Added · +12K sh
27Nutrien Ltd.
COM
$35.7M473.9K
1.0%
−9.9%
Reduced · −52K sh
28Taiwan Semiconductor Manufacturing Co. Ltd.
SPONSORED ADR
$35.4M104.7K
1.0%
+6.0%
Added · +6K sh
29Siemens AG - ADR
SPONSORED ADR
$35.1M288.1K
0.9%
+3.7%
Added · +10K sh
30Booking Holdings Inc.
COM
$33.9M8.0K
0.9%
+13%
Added · +937 sh
31Entergy Corp.
COM
$33.6M299.0K
0.9%
+102%
Added · +151K sh
32Schneider Electric SE - ADR
SPONSORED ADR
$32.9M604.1K
0.9%
+6.6%
Added · +37K sh
33United Rentals Inc.
COM
$32.4M44.5K
0.9%
+6.5%
Added · +3K sh
34Honeywell International Inc.
COM
$32.0M141.4K
0.9%
+1.9%
Added · +3K sh
35Home Depot Inc.
COM
$31.3M95.1K
0.8%
+8.2%
Added · +7K sh
36Enel SpA - ADR
SPONSORED ADR
$31.0M2.85M
0.8%
+1.4%
Added · +39K sh
37NXP Semiconductors NV
SPONSORED ADR
$30.7M156.1K
0.8%
+8.4%
Added · +12K sh
38Boardwalk Real Estate Investment trust
COM
$30.7M680.9K
0.8%
+3.7%
Added · +24K sh
39Carrier Global Corp.
COM
$30.3M537.4K
0.8%
+31%
Added · +127K sh
40Microsoft Corp.
COM
$28.4M76.7K
0.8%
+39%
Added · +21K sh
41Medtronic PLC
SPONSORED ADR
$26.9M310.9K
0.7%
+5.3%
Added · +16K sh
42Becton Dickinson and Co.
COM
$26.3M167.4K
0.7%
+36%
Added · +44K sh
43Merck & Co. Inc.
COM
$25.0M207.5K
0.7%
−32%
Reduced · −97K sh
44Unilever PLC - ADR
SPONSORED ADR
$23.7M415.7K
0.6%
+8.5%
Added · +33K sh
45Enbridge Inc.
COM
$23.4M433.1K
0.6%
−51%
Reduced · −452K sh
46Broadcom Inc.
COM
$23.1M74.6K
0.6%
+5.9%
Added · +4K sh
47ConocoPhillips
COM
$18.2M137.9K
0.5%
+35%
Added · +36K sh
48Equinix Inc.
COM
$16.9M17.2K
0.5%
+5.8%
Added · +938 sh
49US Bancorp
COM
$16.1M309.8K
0.4%
+8.6%
Added · +25K sh
50Granite Real Estate Investment trust
COM
$15.8M269.7K
0.4%
−3.7%
Reduced · −10K sh
Showing 50 of 66 positions

Filing history

As-of date vs the date the SEC received each filing

QuarterAs ofFiledPositionsValueForm
Q1 2026Mar 31, 2026Apr 7, 202669$3.7B13F-HR
Q4 2025Dec 31, 2025Jan 22, 202672$4.5B13F-HR
Q3 2025Sep 30, 2025Oct 3, 202577$3.5B13F-HR
Q2 2025Jun 30, 2025Jul 11, 202568$3.2B13F-HR
Q1 2025Mar 31, 2025Apr 14, 202571$2.9B13F-HR
Q4 2024Dec 31, 2024Jan 17, 202569$2.9B13F-HR
Q3 2024Sep 30, 2024Oct 10, 202460$2.4B13F-HR
Q2 2024Jun 30, 2024Jul 9, 202470$2.6B13F-HR
Q1 2024Mar 31, 2024Apr 9, 202454$2.3B13F-HR
Q4 2023Dec 31, 2023Feb 23, 202452$2.1B13F-HR
Q3 2023Sep 30, 2023Oct 12, 202356$1.9B13F-HR
Q2 2023Jun 30, 2023Jul 10, 202355$2.0B13F-HR
Q1 2023Mar 31, 2023Apr 6, 202355$1.8B13F-HR
Q4 2022Dec 31, 2022Feb 3, 202354$1.8B13F-HR
Q3 2022Sep 30, 2022Oct 7, 202254$1.6B13F-HR
Q2 2022Jun 30, 2022Jul 13, 202277$1.8B13F-HR
Q1 2022Mar 31, 2022Apr 12, 202288$2.1B13F-HR
Q4 2021Dec 31, 2021Jan 19, 202284$2.1B13F-HR
Q3 2021Sep 30, 2021Oct 7, 202182$1.8B13F-HR
Q2 2021Jun 30, 2021Jul 9, 202177$1.8B13F-HR
Q1 2021Mar 31, 2021Apr 14, 202179$1.7B13F-HR
Q4 2020Dec 31, 2020Jan 15, 202178$1.6B13F-HR
Q3 2020Sep 30, 2020Oct 13, 202073$1.4B13F-HR
Q2 2020Jun 30, 2020Jul 8, 202073$1.2B13F-HR

Data source

Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. The performance line is a simulation of the disclosed long book, not an audited return.