Fund HoldingsCardinal Capital Management

Total Portfolio Value
$528.10M
Total Bought
$494.15M
Total Sold
$458.50M
Net Transaction
+$35.66M
Filing Period:
Securities
SharesValue ($K)
Q3 2023
Q4 2023
Change
Q3 2023
Q4 2023
Weight (%)
Change
ELI LILLY & CO(LLY)034,432+34,432020,0713.80%+20,071
MICROSOFT CORP(MSFT)051,151+51,151019,2353.64%+19,235
JOHNSON & JOHNSON(JNJ)0100,623+100,623015,7722.99%+15,772
APPLE INC(AAPL)077,551+77,551014,9312.83%+14,931
COSTCO WHSL CORP NEW(COST)021,304+21,304014,0622.66%+14,062
INTEL CORP(INTC)0253,857+253,857012,7562.42%+12,756
EXXON MOBIL CORP0105,508+105,508010,5492.00%+10,549
DEERE & CO(DE)025,642+25,642010,2911.95%+10,291
LOWES COS INC(LOW)043,981+43,98109,7881.85%+9,788
ILLINOIS TOOL WKS INC(ITW)036,884+36,88409,7121.84%+9,712
AUTOMATIC DATA PROCESSING IN040,076+40,07609,3921.78%+9,392
JPMORGAN CHASE & CO(JPM)054,803+54,80309,3221.77%+9,322
ALPHABET INC(GOOG)064,405+64,40508,9971.70%+8,997
QUALCOMM INC(QCOM)059,484+59,48408,6031.63%+8,603
AGILENT TECHNOLOGIES INC(A)061,086+61,08608,5071.61%+8,507
CONOCOPHILLIPS(COP)071,393+71,39308,2871.57%+8,287
WALMART INC(WMT)050,807+50,80708,0381.52%+8,038
ECOLAB INC(ECL)038,338+38,33807,6261.44%+7,626
EMERSON ELEC CO(EMR)078,161+78,16107,6071.44%+7,607
MERCK & CO INC(MRK)068,903+68,90307,5641.43%+7,564
IDEXX LABS INC(IDXX)013,265+13,26507,3631.39%+7,363
BIOGEN INC(BIIB)027,622+27,62207,1481.35%+7,148
PROCTER AND GAMBLE CO(PG)048,448+48,44807,1001.34%+7,100
LABORATORY CORP AMER HLDGS030,583+30,58306,9511.32%+6,951
GENERAL MLS INC(GIS)0106,178+106,17806,9161.31%+6,916
CISCO SYS INC(CSCO)0136,762+136,76206,9091.31%+6,909
STARBUCKS CORP(SBUX)071,583+71,58306,8731.30%+6,873
BANK NEW YORK MELLON CORP0129,886+129,88606,7611.28%+6,761
TRUIST FINL CORP(TFC)0180,132+180,13206,6501.26%+6,650
INTERNATIONAL BUSINESS MACHS(IBM)040,437+40,43706,6131.25%+6,613
REGENERON PHARMACEUTICALS(REGN)07,490+7,49006,5781.25%+6,578
KEYSIGHT TECHNOLOGIES INC(KEYS)036,394+36,39405,7901.10%+5,790
BECTON DICKINSON & CO(BDX)023,571+23,57105,7471.09%+5,747
MCCORMICK & CO INC(MKC)081,141+81,14105,5851.06%+5,585
PRICE T ROWE GROUP INC(TROW)050,459+50,45905,4341.03%+5,434
MEDTRONIC PLC(MDT)061,816+61,81605,1340.97%+5,134
PEPSICO INC(PEP)029,392+29,39205,0290.95%+5,029
DOLLAR TREE INC(DLTR)034,621+34,62104,9180.93%+4,918
CUMMINS INC(CMI)019,800+19,80004,7430.90%+4,743
COCA COLA CO(KO)076,996+76,99604,5370.86%+4,537
3M CO(MMM)040,882+40,88204,4690.85%+4,469
FEDEX CORP(FDX)015,192+15,19203,8620.73%+3,862
STATE STR CORP(STT)048,917+48,91703,8220.72%+3,822
NATIONAL FUEL GAS CO(NFG)075,375+75,37503,8180.72%+3,818
ROYAL BK CDA(RY)036,126+36,12603,6530.69%+3,653
LANDSTAR SYS INC(LSTR)017,241+17,24103,3390.63%+3,339
RAYMOND JAMES FINL INC(RJF)028,319+28,31903,1700.60%+3,170
PHILLIPS 66(PSX)023,312+23,31203,1040.59%+3,104
HASBRO INC(HAS)060,654+60,65403,0970.59%+3,097
MORNINGSTAR INC(MORN)010,693+10,69303,0610.58%+3,061
UNITED PARCEL SERVICE INC(UPS)019,427+19,42703,0550.58%+3,055
UNITED STS LIME & MINERALS I(USLM)013,144+13,14403,0280.57%+3,028
BADGER METER INC019,564+19,56403,0200.57%+3,020
BALCHEM CORP019,539+19,53902,9220.55%+2,922
OIL DRI CORP AMER(ODC)043,520+43,52002,9190.55%+2,919
F5 INC(FFIV)016,223+16,22302,9040.55%+2,904
ELBIT SYS LTD(ESLT)012,964+12,96402,7710.52%+2,771
TELEDYNE TECHNOLOGIES INC(TDY)06,145+6,14502,7420.52%+2,742
SNAP ON INC(SNA)09,177+9,17702,6510.50%+2,651
VEEVA SYS INC(VEEV)013,705+13,70502,6380.50%+2,638
BRISTOL-MYERS SQUIBB CO(BMY)050,650+50,65002,5990.49%+2,599
DOLBY LABORATORIES INC(DLB)029,693+29,69302,5590.48%+2,559
TORONTO DOMINION BK ONT(TD)038,686+38,68602,5000.47%+2,500
ROBERT HALF INC.(RHI)027,765+27,76502,4410.46%+2,441
BANK NOVA SCOTIA HALIFAX048,165+48,16502,3450.44%+2,345
PFIZER INC(PFE)077,948+77,94802,2440.42%+2,244
CURTISS WRIGHT CORP(CW)09,924+9,92402,2110.42%+2,211
GRACO INC(GGG)025,468+25,46802,2100.42%+2,210
HENRY JACK & ASSOC INC(JKHY)013,380+13,38002,1860.41%+2,186
CACI INTL INC(CACI)06,527+6,52702,1140.40%+2,114
NXP SEMICONDUCTORS N V
COM
09,023+9,02302,0810.39%+2,081
DUPONT DE NEMOURS INC(DD)026,415+26,41502,0320.38%+2,032
ALPHABET INC(GOOG)014,310+14,31002,0170.38%+2,017
CHARLES RIV LABS INTL INC(CRL)08,450+8,45001,9980.38%+1,998
WEBSTER FINL CORP(WBS)038,798+38,79801,9690.37%+1,969
SYNAPTICS INC(SYNA)016,654+16,65401,9000.36%+1,900
UNITED THERAPEUTICS CORP DEL(UTHR)08,280+8,28001,8210.34%+1,821
HUNTINGTON BANCSHARES INC(HBAN)0139,956+139,95601,8010.34%+1,801
FORWARD AIR CORP027,376+27,37601,7210.33%+1,721
SPIRE INC(SR)024,905+24,90501,5710.30%+1,571
BANK OZK LITTLE ROCK ARK(OZK)030,704+30,70401,5300.29%+1,530
HUB GROUP INC(HUBG)016,193+16,19301,4890.28%+1,489
GARTNER INC(IT)03,230+3,23001,4570.28%+1,457
GENTEX CORP(GNTX)043,615+43,61501,4240.27%+1,424
F N B CORP(FNB)0100,537+100,53701,3840.26%+1,384
MASIMO CORP011,802+11,80201,3830.26%+1,383
UNIVERSAL DISPLAY CORP(OLED)07,228+7,22801,3820.26%+1,382
CIRRUS LOGIC INC(CRUS)016,576+16,57601,3790.26%+1,379
DOW INC(DOW)024,875+24,87501,3640.26%+1,364
LINDSAY CORP(LNN)010,109+10,10901,3060.25%+1,306
UNION BANKSHARES INC042,371+42,37101,2990.25%+1,299
ZIFF DAVIS INC(ZD)018,857+18,85701,2670.24%+1,267
JAZZ PHARMACEUTICALS PLC(JAZZ)010,230+10,23001,2580.24%+1,258
KIMBALL ELECTRONICS INC046,442+46,44201,2520.24%+1,252
ALCON AG(ALC)015,250+15,25001,1910.23%+1,191
CORTEVA INC(CTVA)023,977+23,97701,1490.22%+1,149
CULLEN FROST BANKERS INC(CFR)010,459+10,45901,1350.21%+1,135
LA Z BOY INC(LZB)029,879+29,87901,1030.21%+1,103
ARGAN INC022,904+22,90401,0720.20%+1,072
INTERDIGITAL INC(IDCC)09,858+9,85801,0700.20%+1,070
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