Cardinal Capital Management
RALEIGH NC · SEC CIK 0001434845
$8.26亿2026Q2 申报市值
138持仓数
26.8%前十大占比 · 第一大 3.8%
6 / 4新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q2 买入最多 按季末市值估算
IT 加仓+$212.84万
CALM 新建仓+$191.97万
RCI 新建仓+$191.78万
FDXF 新建仓+$135.87万
AMCR 新建仓+$111.49万
2026Q2 卖出最多 按季末市值估算
GIS 减仓-$510.59万
AGX 减仓-$509.47万
MASIMO CORP 清仓-$393.66万
SAM 清仓-$262.29万
KEYS 减仓-$221.91万
2026Q2 持仓明细 点表头排序 · 每页 100 行
导出 CSV 🔒| 代码 | 名称 | 市值 ▼ | 占比 | 股数 | 变动股数 | 变动 | 估算买卖额 | 操作 |
|---|---|---|---|---|---|---|---|---|
| LLY | ELI LILLY & CO | $3,179.13万 | 3.85% | 26,505 | -287 | -1.1% | -$34.42万 | 减仓 |
| JNJ | JOHNSON & JOHNSON | $2,915.90万 | 3.53% | 114,813 | -1,568 | -1.3% | -$39.82万 | 减仓 |
| AAPL | APPLE INC | $2,501.05万 | 3.03% | 86,434 | -580 | -0.7% | -$16.78万 | 减仓 |
| GOOGL | ALPHABET INC | $2,271.12万 | 2.75% | 63,551 | -665 | -1.0% | -$23.77万 | 减仓 |
| BNY | BANK OF NY MELLON CORP | $1,958.02万 | 2.37% | 135,400 | -1,463 | -1.1% | -$21.16万 | 减仓 |
| COST | COSTCO WHOLESALE CORPORATION | $1,928.57万 | 2.33% | 20,616 | -131 | -0.6% | -$12.25万 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $1,912.36万 | 2.31% | 58,423 | -366 | -0.6% | -$11.98万 | 减仓 |
| MSFT | MICROSOFT CORP | $1,869.84万 | 2.26% | 50,127 | 564 | 1.1% | $21.04万 | 加仓 |
| CSCO | CISCO SYS INC | $1,833.48万 | 2.22% | 156,094 | -1,581 | -1.0% | -$18.57万 | 减仓 |
| DE | DEERE & CO | $1,754.50万 | 2.12% | 27,589 | -286 | -1.0% | -$18.19万 | 减仓 |
| WMT | WALMART INC | $1,742.99万 | 2.11% | 153,893 | -1,064 | -0.7% | -$12.05万 | 减仓 |
| — | EXXON MOBIL CORP | $1,572.65万 | 1.90% | 115,027 | -377 | -0.3% | -$5.15万 | 减仓 |
| CMI | CUMMINS INC | $1,488.68万 | 1.80% | 20,873 | -164 | -0.8% | -$11.70万 | 减仓 |
| QCOM | QUALCOMM INC | $1,286.40万 | 1.56% | 69,614 | -18 | -0.0% | -$3,326 | 减仓 |
| EMR | EMERSON ELEC CO | $1,265.62万 | 1.53% | 88,412 | -412 | -0.5% | -$5.90万 | 减仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $1,256.84万 | 1.52% | 44,694 | -4 | -0.0% | -$1,125 | 减仓 |
| MRK | MERCK & CO INC | $1,244.75万 | 1.51% | 96,235 | -402 | -0.4% | -$5.20万 | 减仓 |
| ECL | ECOLAB INC | $1,200.07万 | 1.45% | 42,962 | -136 | -0.3% | -$3.80万 | 减仓 |
| ITW | ILLINOIS TOOL WKS INC | $1,181.51万 | 1.43% | 43,427 | -180 | -0.4% | -$4.90万 | 减仓 |
| KEYS | KEYSIGHT TECHNOLOGIES INC | $1,156.67万 | 1.40% | 33,041 | -6,339 | -16.1% | -$221.91万 | 减仓 |
| LH | LABCORP HOLDINGS INC | $1,077.55万 | 1.30% | 38,484 | -103 | -0.3% | -$2.88万 | 减仓 |
| LOW | LOWES COS INC | $1,063.38万 | 1.29% | 48,228 | -36 | -0.1% | -$7,938 | 减仓 |
| TFC | TRUIST FINL CORP | $1,034.92万 | 1.25% | 207,732 | -944 | -0.5% | -$4.70万 | 减仓 |
| ADP | AUTOMATIC DATA PROCESSING IN | $1,007.62万 | 1.22% | 44,656 | 385 | 0.9% | $8.69万 | 加仓 |
| A | AGILENT TECHNOLOGIES INC | $1,000.79万 | 1.21% | 75,200 | -110 | -0.1% | -$1.46万 | 减仓 |
| COP | CONOCOPHILLIPS | $956.56万 | 1.16% | 92,012 | 121 | 0.1% | $1.26万 | 加仓 |
| SBUX | STARBUCKS CORP | $953.94万 | 1.15% | 93,350 | -222 | -0.2% | -$2.27万 | 减仓 |
| STT | STATE STR CORP | $931.60万 | 1.13% | 54,929 | -456 | -0.8% | -$7.73万 | 减仓 |
| ODC | OIL DRI CORP AMER | $893.22万 | 1.08% | 87,391 | -685 | -0.8% | -$7.00万 | 减仓 |
| AGX | ARGAN INC | $881.76万 | 1.07% | 11,042 | -6,380 | -36.6% | -$509.47万 | 减仓 |
| MMM | 3M CO | $879.50万 | 1.06% | 54,320 | -342 | -0.6% | -$5.54万 | 减仓 |
| PG | PROCTER & GAMBLE CO | $877.15万 | 1.06% | 59,816 | 527 | 0.9% | $7.73万 | 加仓 |
| TROW | PRICE T ROWE GROUP INC | $830.51万 | 1.01% | 73,050 | 57 | 0.1% | $6,480 | 加仓 |
| HAS | HASBRO INC | $824.08万 | 1.00% | 99,780 | -249 | -0.2% | -$2.06万 | 减仓 |
| RY | ROYAL BK CDA | $820.22万 | 0.99% | 39,630 | -152 | -0.4% | -$3.15万 | 减仓 |
| FFIV | F5 INC | $806.26万 | 0.98% | 19,383 | 40 | 0.2% | $1.66万 | 加仓 |
| NFG | NATIONAL FUEL GAS CO | $782.67万 | 0.95% | 100,653 | -624 | -0.6% | -$4.85万 | 减仓 |
| NVS | NOVARTIS AG | $778.43万 | 0.94% | 49,670 | -14 | -0.0% | -$2,194 | 减仓 |
| CW | CURTISS WRIGHT CORP | $775.38万 | 0.94% | 10,229 | -55 | -0.5% | -$4.17万 | 减仓 |
| IDXX | IDEXX LABS INC | $744.97万 | 0.90% | 14,151 | 44 | 0.3% | $2.32万 | 加仓 |
| KO | COCA COLA CO | $684.03万 | 0.83% | 83,625 | -608 | -0.7% | -$4.97万 | 减仓 |
| MDT | MEDTRONIC PLC | $671.34万 | 0.81% | 85,040 | 1,364 | 1.6% | $10.77万 | 加仓 |
| UTHR | UNITED THERAPEUTICS CORP DEL | $648.57万 | 0.78% | 11,970 | -163 | -1.3% | -$8.83万 | 减仓 |
| SYNA | SYNAPTICS INC | $617.24万 | 0.75% | 49,685 | 161 | 0.3% | $2.00万 | 加仓 |
| BMY | BRISTOL-MYERS SQUIBB CO | $605.44万 | 0.73% | 105,075 | 568 | 0.5% | $3.27万 | 加仓 |
| MKC | MCCORMICK & CO INC | $577.03万 | 0.70% | 114,444 | 7,608 | 7.1% | $38.36万 | 加仓 |
| FDX | FEDEX CORP | $574.05万 | 0.69% | 18,262 | 61 | 0.3% | $1.92万 | 加仓 |
| TD | TORONTO DOMINION BK ONT | $562.76万 | 0.68% | 46,344 | -53 | -0.1% | -$6,436 | 减仓 |
| BNS | BANK NOVA SCOTIA B C | $543.67万 | 0.66% | 62,606 | 441 | 0.7% | $3.83万 | 加仓 |
| REGN | REGENERON PHARMACEUTICALS | $523.59万 | 0.63% | 8,397 | -39 | -0.5% | -$2.43万 | 减仓 |
| LSTR | LANDSTAR SYS INC | $521.99万 | 0.63% | 25,240 | -354 | -1.4% | -$7.32万 | 减仓 |
| BDX | BECTON DICKINSON & CO | $514.07万 | 0.62% | 33,970 | 447 | 1.3% | $6.76万 | 加仓 |
| TDY | TELEDYNE TECHNOLOGIES INC | $507.04万 | 0.61% | 7,603 | -53 | -0.7% | -$3.53万 | 减仓 |
| PLPC | PREFORMED LINE PRODS CO | $500.80万 | 0.61% | 12,198 | 12 | 0.1% | $4,927 | 加仓 |
| GOOG | ALPHABET INC | $492.61万 | 0.60% | 13,942 | -111 | -0.8% | -$3.92万 | 减仓 |
| PSX | PHILLIPS 66 | $479.90万 | 0.58% | 28,388 | -131 | -0.5% | -$2.21万 | 减仓 |
| USLM | UNITED STS LIME & MINERALS I | $466.58万 | 0.56% | 44,576 | 37 | 0.1% | $3,873 | 加仓 |
| PEP | PEPSICO INC | $458.65万 | 0.56% | 33,874 | 319 | 1.0% | $4.32万 | 加仓 |
| BCPC | BALCHEM CORP | $451.47万 | 0.55% | 26,722 | -50 | -0.2% | -$8,448 | 减仓 |
| SNA | SNAP ON INC | $451.17万 | 0.55% | 11,212 | -119 | -1.1% | -$4.79万 | 减仓 |
| SHEL | SHELL PLC | $446.56万 | 0.54% | 57,591 | 39 | 0.1% | $3,024 | 加仓 |
| RJF | RAYMOND JAMES FINL INC | $433.42万 | 0.52% | 28,509 | -105 | -0.4% | -$1.60万 | 减仓 |
| SAP | SAP SE | $424.74万 | 0.51% | 27,561 | 299 | 1.1% | $4.61万 | 加仓 |
| — | WEBSTER FINL CORP | $420.51万 | 0.51% | 55,026 | -568 | -1.0% | -$4.34万 | 减仓 |
| TM | TOYOTA MOTOR CORP | $414.08万 | 0.50% | 24,586 | 231 | 0.9% | $3.89万 | 加仓 |
| IDCC | INTERDIGITAL INC | $412.80万 | 0.50% | 14,580 | -102 | -0.7% | -$2.89万 | 减仓 |
| ESLT | ELBIT SYS LTD | $389.00万 | 0.47% | 5,127 | -959 | -15.8% | -$72.76万 | 减仓 |
| DXCM | DEXCOM INC | $383.15万 | 0.46% | 56,890 | 815 | 1.5% | $5.49万 | 加仓 |
| CACI | CACI INTL INC | $368.57万 | 0.45% | 7,956 | 50 | 0.6% | $2.32万 | 加仓 |
| CRUS | CIRRUS LOGIC INC | $360.23万 | 0.44% | 24,253 | -93 | -0.4% | -$1.38万 | 减仓 |
| GIS | GENERAL MILLS INC | $359.84万 | 0.44% | 103,403 | -146,721 | -58.7% | -$510.59万 | 减仓 |
| TTE | TOTALENERGIES SE | $358.56万 | 0.43% | 45,547 | 148 | 0.3% | $1.17万 | 加仓 |
| JAZZ | JAZZ PHARMACEUTICALS PLC | $358.25万 | 0.43% | 14,867 | 158 | 1.1% | $3.81万 | 加仓 |
| SR | SPIRE INC | $346.82万 | 0.42% | 43,955 | -59 | -0.1% | -$4,655 | 减仓 |
| BSAC | BANCO SANTANDER CHILE NEW | $344.58万 | 0.42% | 104,641 | 1,215 | 1.2% | $4.00万 | 加仓 |
| HBAN | HUNTINGTON BANCSHARES INC | $344.45万 | 0.42% | 192,606 | 195 | 0.1% | $3,487 | 加仓 |
| SNY | SANOFI SA | $343.20万 | 0.42% | 80,450 | 5,423 | 7.2% | $23.13万 | 加仓 |
| BMI | BADGER METER INC | $334.08万 | 0.40% | 22,515 | 1,863 | 9.0% | $27.64万 | 加仓 |
| GSK | GSK PLC | $328.29万 | 0.40% | 62,101 | -69 | -0.1% | -$3,648 | 减仓 |
| ENS | ENERSYS | $327.47万 | 0.40% | 13,992 | 2,094 | 17.6% | $49.01万 | 加仓 |
| PAHC | PHIBRO ANIMAL HEALTH CORP | $313.13万 | 0.38% | 99,723 | 697 | 0.7% | $2.19万 | 加仓 |
| PFE | PFIZER INC | $299.89万 | 0.36% | 124,537 | 853 | 0.7% | $2.05万 | 加仓 |
| CFR | CULLEN FROST BANKERS INC | $298.67万 | 0.36% | 19,329 | 325 | 1.7% | $5.02万 | 加仓 |
| FNB | F N B CORP | $291.93万 | 0.35% | 153,002 | 863 | 0.6% | $1.65万 | 加仓 |
| DLB | DOLBY LABORATORIES INC | $287.16万 | 0.35% | 54,613 | 5,742 | 11.7% | $30.19万 | 加仓 |
| UPS | UNITED PARCEL SVCS INC | $280.21万 | 0.34% | 26,066 | 180 | 0.7% | $1.94万 | 加仓 |
| Q | QNITY ELECTRONICS INC | $279.72万 | 0.34% | 17,128 | -117 | -0.7% | -$1.91万 | 减仓 |
| KE | KIMBALL ELECTRONICS INC | $276.92万 | 0.34% | 108,172 | -258 | -0.2% | -$6,605 | 减仓 |
| OZK | BANK OZK LITTLE ROCK ARK | $267.31万 | 0.32% | 51,317 | 348 | 0.7% | $1.81万 | 加仓 |
| JKHY | HENRY JACK & ASSOC INC | $263.90万 | 0.32% | 19,159 | 911 | 5.0% | $12.55万 | 加仓 |
| CRL | CHARLES RIV LABS INTL INC | $254.14万 | 0.31% | 11,206 | 175 | 1.6% | $3.97万 | 加仓 |
| — | UNION BANKSHARES INC | $253.54万 | 0.31% | 104,509 | 1,949 | 1.9% | $4.73万 | 加仓 |
| WLY | WILEY JOHN & SONS INC | $244.44万 | 0.30% | 50,389 | 456 | 0.9% | $2.21万 | 加仓 |
| NVO | NOVO-NORDISK A S | $240.95万 | 0.29% | 50,261 | 3,568 | 7.6% | $17.10万 | 加仓 |
| NXPI | NXP SEMICONDUCTORS N V | $240.66万 | 0.29% | 8,533 | 65 | 0.8% | $1.83万 | 加仓 |
| HUBG | HUB GROUP INC | $237.80万 | 0.29% | 54,305 | 17 | 0.0% | $744 | 加仓 |
| UL | UNILEVER PLC | $237.41万 | 0.29% | 39,489 | 1,904 | 5.1% | $11.45万 | 加仓 |
| TMP | TOMPKINS FINL CORP | $237.13万 | 0.29% | 25,088 | 572 | 2.3% | $5.41万 | 加仓 |
| MORN | MORNINGSTAR INC | $234.83万 | 0.28% | 15,051 | 1,274 | 9.2% | $19.88万 | 加仓 |
| GGG | GRACO INC | $229.20万 | 0.28% | 30,314 | 770 | 2.6% | $5.82万 | 加仓 |