Cardinal Capital Management, Inc.
Cardinal Capital Management, Inc. reported 72 US-listed holdings worth $4.41 billion in its 13F for the quarter ended 30 September 2026, filed 16 October 2026. Its largest: Suncor Energy Inc. (9.8%), Pembina Pipeline Corp (7.5%) and Manulife Financial Corporation (4.0%). Against the quarter before, it opened 4 positions, added to 37, trimmed 25 and sold out of 2.
The 14 largest of its 72 positions, each sized by its share of the reported holdings, coloured by the change in shares against Q2 2026.
What the fund reported holding at each quarter's end; hover a bar for the number of positions
What it did on the quarter
Its positions against its 13F for the quarter to 30 June 2026; a change under 0.1% of a position counts as held
Opened 4
- Stantec Inc. STN$109.5 million
- Granite Real Estate Invt Trust Trust Unit New GRTUF$16.3 million
- Constellation Software F CNSWF$269,193
- Grafton Resources Inc. GFTFF$4,312
Added to 37
- Suncor Energy Inc. SU+3.2 million shares · +101%
- Pembina Pipeline Corp PBA+3.7 million shares · +102%
- NXP Semiconductors N.V. NXPI+82,719 shares · +52%
- Gildan Activewear Inc. GIL+282,627 shares · +9%
- Broadcom Inc. AVGO+21,067 shares · +24%
- Carrier Global Corp. CARR+111,662 shares · +19%
- Exchange Income Corporation+64,064 shares · +13%
- TE Connectivity plc TEL+20,113 shares · +13%
and 29 more in the table below
Trimmed 25
- Canadian Tire Corp Ltd CDNAF-343,454 shares · -34%
- Manulife Financial Corporation MFC-580,082 shares · -12%
- Bank of Nova Scotia BNS-160,390 shares · -8%
- Canadian Imperial Bank of Commerce CM-126,134 shares · -8%
- Enbridge Inc ENB-200,002 shares · -48%
- Canadian Natl Ry Co. CNI-63,984 shares · -5%
- AbbVie Inc. ABBV-28,524 shares · -10%
- Bank of Montreal BMO-15,436 shares · -2%
and 17 more in the table below
Sold out of 2
- Lvmh Moet Hennessy Lou F LVMUY$22.7 million last quarter
- T-Mobile US, Inc. TMUS$324,893 last quarter
What it holds
| Company | Shares | Value | Of its book | Change in shares |
|---|---|---|---|---|
| Suncor Energy Inc. SU | 6,331,336 | $430.4 million | 9.77% | +3,181,648 |
| Pembina Pipeline Corp PBA | 7,356,398 | $329.2 million | 7.47% | +3,721,819 |
| Manulife Financial Corporation MFC | 4,099,098 | $175.1 million | 3.97% | -580,082 |
| Royal Bank of Canada RY | 886,886 | $174.9 million | 3.97% | -5,653 |
| Bank of Nova Scotia BNS | 1,858,134 | $169.4 million | 3.84% | -160,390 |
| Bank of Montreal BMO | 983,830 | $164.9 million | 3.74% | -15,436 |
| Canadian Imperial Bank of Commerce CM | 1,407,112 | $155.4 million | 3.53% | -126,134 |
| Canadian Pacific Kansas City LT CP | 1,732,658 | $147.9 million | 3.36% | +30,613 |
| TC Energy Corporation TRP | 2,537,275 | $147.3 million | 3.34% | -16,308 |
| CCL Inds B CCDBF | 2,162,426 | $142.9 million | 3.24% | +57,583 |
| Canadian Natl Ry Co. CNI | 1,190,268 | $142.0 million | 3.22% | -63,984 |
| Gildan Activewear Inc. GIL | 3,309,542 | $141.4 million | 3.21% | +282,627 |
| Intact Financial | 748,038 | $129.6 million | 2.94% | +21,409 |
| Brookfield Corporation BN | 3,321,845 | $121.5 million | 2.76% | +74,218 |
| Saputo Inc. SAPIF | 4,203,742 | $118.5 million | 2.69% | +49,917 |
| Stantec Inc. STN | 1,620,272 | $109.5 million | 2.49% | new |
| Natl Bank of Canada NTIOF | 741,834 | $106.1 million | 2.41% | -4,909 |
| Sun Life Financial Inc. SLF | 1,176,271 | $91.9 million | 2.09% | +7,497 |
| Canadian Tire Corp Ltd CDNAF | 666,026 | $90.5 million | 2.05% | -343,454 |
| Element Fleet Management Corp. | 5,069,906 | $80.9 million | 1.84% | +92,426 |
| AbbVie Inc. ABBV | 245,195 | $64.1 million | 1.46% | -28,524 |
| NXP Semiconductors N.V. NXPI | 242,298 | $57.6 million | 1.31% | +82,719 |
| Applied Materials Inc. AMAT | 101,516 | $51.9 million | 1.18% | -172 |
| Taiwan Semiconductor Manufacturing Company Limited TSM | 108,640 | $49.6 million | 1.12% | +1,076 |
| United Rentals, Inc. URI | 49,221 | $49.3 million | 1.12% | -423 |
| Cummins Inc. CMI | 93,947 | $48.5 million | 1.10% | -1,879 |
| Exchange Income Corporation | 551,247 | $48.2 million | 1.09% | +64,064 |
| Siemens A G F SIEGY | 294,346 | $45.7 million | 1.04% | +903 |
| Visa Inc. V | 120,294 | $43.2 million | 0.98% | +1,989 |
| Schneider Electric SA F SBGSY | 627,927 | $41.3 million | 0.94% | +4,695 |
| Microsoft Corp. MSFT | 80,427 | $41.3 million | 0.94% | +612 |
| Air Products & Chemicals, Inc. APD | 138,410 | $38.5 million | 0.87% | +294 |
| Broadcom Inc. AVGO | 109,353 | $38.4 million | 0.87% | +21,067 |
| Wells Fargo & Company WFC | 471,833 | $37.8 million | 0.86% | +3,533 |
| Carrier Global Corp. CARR | 686,997 | $37.7 million | 0.86% | +111,662 |
| TE Connectivity plc TEL | 176,320 | $37.2 million | 0.84% | +20,113 |
| NextEra Energy Inc. NEE | 460,576 | $34.9 million | 0.79% | +21,571 |
| Entergy Corp. ETR | 347,670 | $34.5 million | 0.78% | +24,187 |
| Home Depot, Inc. HD | 121,238 | $34.5 million | 0.78% | +1,129 |
| Booking Holdings Inc. BKNG | 206,488 | $33.6 million | 0.76% | +464 |
| Nutrien Ltd. NTR | 453,977 | $32.0 million | 0.73% | +4,525 |
| Becton Dickinson & Co. BDX | 177,450 | $31.8 million | 0.72% | -971 |
| Boardwalk Real Estate Investme BOWFF | 710,780 | $30.8 million | 0.70% | +5,585 |
| Merck & Co., Inc. MRK | 204,106 | $29.7 million | 0.67% | -2,345 |
| Medtronic plc MDT | 340,500 | $29.4 million | 0.67% | +11,325 |
| Enel Societa Per Azioni ENLAY | 2,833,130 | $28.0 million | 0.63% | -36,662 |
| Unilever plc UL | 450,494 | $27.4 million | 0.62% | +8,676 |
| SAP SE SAP | 90,908 | $19.0 million | 0.43% | -53 |
| U.S. Bancorp USB | 325,446 | $18.8 million | 0.43% | -1,119 |
| ConocoPhillips COP | 143,522 | $18.0 million | 0.41% | +4,678 |
| Honeywell International Inc. HON | 82,284 | $17.4 million | 0.39% | +272 |
| Equinix Inc. EQIX | 17,156 | $17.4 million | 0.39% | -64 |
| Granite Real Estate Invt Trust Trust Unit New GRTUF | 272,809 | $16.3 million | 0.37% | new |
| Arthur J. Gallagher & Co. AJG | 51,044 | $11.6 million | 0.26% | +7,334 |
| Emera Inc. F EMA | 221,475 | $10.6 million | 0.24% | -2,340 |
| Enbridge Inc ENB | 219,173 | $10.2 million | 0.23% | -200,002 |
| the North West Company Inc. NNWWF | 245,430 | $9.5 million | 0.22% | +5,325 |
| Brookfield Asset Management Ltd. BAM | 87,292 | $3.9 million | 0.09% | +2,480 |
| Iberdrola SA SP ADR IBDRY | 20,605 | $1.9 million | 0.04% | -110 |
| Toronto-Dominion Bank TD | 11,870 | $1.4 million | 0.03% | -150 |
| Fortis Inc. FTS | 12,575 | $664,212 | 0.02% | -425 |
| Canadian Natural Resources Limited CNQ | 11,566 | $545,362 | 0.01% | +2,881 |
| Analog Devices Inc. ADI | 1,277 | $506,599 | 0.01% | no change |
| Dollarama | 3,905 | $506,197 | 0.01% | +40 |
| Texas Instruments Inc. TXN | 1,730 | $484,556 | 0.01% | no change |
| Apple Inc. AAPL | 997 | $332,021 | 0.01% | -76 |
| Amgen Inc. AMGN | 650 | $273,982 | 0.01% | -200 |
| Constellation Software F CNSWF | 132 | $269,193 | 0.01% | new |
| Agnico Eagle Mines Ltd AEM | 1,455 | $267,127 | 0.01% | no change |
| Bank of America Corp. BAC | 4,175 | $227,245 | 0.01% | no change |
| PNC Financial Services Group, Inc. PNC | 1,000 | $222,260 | 0.01% | no change |
| Grafton Resources Inc. GFTFF | 12,000 | $4,312 | 0.00% | new |