CARDINAL CAPITAL MANAGEMENT

HTTP://WWW.CARDINALCAPITALMANAGEMENT.COM RALEIGH, NC Investment Advisor How do I update this listing?

Cardinal Capital Management is based out of Raleigh. Cardinal Capital Management is a large advisory firm with 228 clients and discretionary assets under management (AUM) of $398,428,330 (Form ADV from 2019-03-15). Their last reported 13F filing for Q2 2019 included $352,387,000 in managed 13F securities and a top 10 holdings concentration of 22.73%. Cardinal Capital Management's largest holding is Johnson & Johnson Co. with shares held of 100,180. Cardinal Capital Management has met the qualifications for inclusion in our WhaleScore system. Whalewisdom has at least 47 13F filings

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06/30/2019

13F Sector Allocation Over Time

06/30/2019

13F Activity

  • Market Value $352.387 Million
  • Prior Market Value $349.993 Million
  • New Purchases7 stocks
  • Additional Purchases26 stocks
  • Sold out of7 stocks
  • Reduced holdings in90 stocks
  • Top 10 Holdings % 22.73 %
  • Turnover % [1]:10.94%
  • Turnover Alt % [2]: 3.43 %
  • Time Held Top20:14.95 quarters
  • Time Held Top10:10.30 quarters
  • Time Held All:24.31 quarters

[1]: Turnover is calculated by taking the # of new holdings (initial purchases) + the # of positions sold out of (not just reduced) divided by the total # of holdings for the quarter.

[2]: Alt Turnover is calculated by taking either the total MV of new purchases or the MV of securities sold, whichever is less, divided by the total MV of the fund.

Portfolio Performance

Top 20 equal-weighted holdings. Performance numbers calculated through 2019-05-15

Performance for Q1 2019: 2.33%
Performance Last 4 Quarters: 6.35%
Performance Metrics
Stdev (5-yrs): Subscription required BETA (5-yrs): Subscription required ALPHA (3-yrs): Subscription required
Max Drawdown (all-years): Subscription required Annualized Perf (3-yrs): Subscription required Batting Avg vs S&P. (3-yrs): Subscription required
Sortino (3-yrs): Subscription required Stutzer (3-yrs): Subscription required Treynor (3-yrs): Subscription required
Sterling (3-yrs): Subscription required Calmar (3-yrs): Subscription required Information Ratio (3-yrs): Subscription required
Tracking Error (3 yrs): Subscription required Stdev Down (3-yrs): Subscription required Winning Months %: Subscription required
Losing Months %: Subscription required Best 12 Months: Subscription required Worst 12 Months: Subscription required
Efficiency Ratio (3-yrs): Subscription required Sharpe: Subscription required Stdev Sectors: Subscription required
Skewness (3-yrs): Subscription required Kurtosis (3-yrs): Subscription required Upside Potential (3-yrs): Subscription required

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13F Filings Available:
  • 2019-06-30 - 13F-HR (Subscription required)
  • 2019-03-31 - 13F-HR (Subscription required)
  • 2018-12-31 - 13F-HR (Subscription required)
  • 2018-09-30 - 13F-HR (Subscription required)
  • 2018-06-30 - 13F-HR (Subscription required)
  • 2018-03-31 - 13F-HR (Subscription required)
  • 2017-12-31 - 13F-HR (Subscription required)
  • 2017-09-30 - 13F-HR (Subscription required)
  • 2017-06-30 - 13F-HR (Subscription required)
  • 2017-03-31 - 13F-HR (Subscription required)
  • 2016-12-31 - 13F-HR/A (Subscription required)
  • 2016-12-31 - 13F-HR (Subscription required)
  • 2016-09-30 - 13F-HR (Subscription required)
  • 2016-06-30 - 13F-HR (Subscription required)
  • 2016-03-31 - 13F-HR (Subscription required)
  • 2015-12-31 - 13F-HR (Subscription required)
  • 2015-09-30 - 13F-HR (Subscription required)
  • 2015-06-30 - 13F-HR (Subscription required)
  • 2015-03-31 - 13F-HR (Subscription required)
  • 2014-12-31 - 13F-HR (Subscription required)
  • 2014-09-30 - 13F-HR (Subscription required)
  • 2014-06-30 - 13F-HR (Subscription required)
  • 2014-03-31 - 13F-HR (Subscription required)
  • 2013-12-31 - 13F-HR (Subscription required)
  • 2013-09-30 - 13F-HR (Subscription required)
  • 2013-06-30 - 13F-HR (Subscription required)
  • 2013-03-31 - 13F-HR (Subscription required)
  • 2012-12-31 - 13F-HR (Subscription required)
  • 2012-09-30 - 13F-HR (Subscription required)
  • 2012-06-30 - 13F-HR (Subscription required)
  • 2012-03-31 - 13F-HR (Subscription required)
  • 2011-12-31 - 13F-HR (Subscription required)
  • 2011-09-30 - 13F-HR (Subscription required)
  • 2011-06-30 - 13F-HR (Subscription required)
  • 2011-03-31 - 13F-HR (Subscription required)
  • 2010-12-31 - 13F-HR (Subscription required)
  • 2010-09-30 - 13F-HR (Subscription required)
  • 2010-06-30 - 13F-HR (Subscription required)
  • 2010-03-31 - 13F-HR (Subscription required)
  • 2009-12-31 - 13F-HR (Subscription required)
  • 2009-09-30 - 13F-HR (Subscription required)
  • 2009-06-30 - 13F-HR (Subscription required)
  • 2009-03-31 - 13F-HR (Subscription required)
  • 2008-12-31 - 13F-HR (Subscription required)
  • 2008-09-30 - 13F-HR (Subscription required)
  • 2008-06-30 - 13F-HR (Subscription required)
  • 2008-03-31 - 13F-HR (Subscription required)

View Last Form Adv Compilation Report on Record

CARDINAL CAPITAL MANAGEMENT INC
2626 GLENWOOD AVENUE SUITE 380
RALEIGH NC    27608
Country: United States

Business Phone: 919-532-7500
Fax: 919-532-7501
Professional Investment Advisor Data
SEC Registration as : Large Advisory Firm
Form of Organization: Corporation
Organized in: NC
Number of employees: 6
Other Business Activities:
Advisor Fees/Compensation: Percentage of assets under management
Amount of client funds and securities: 11,092,400
Total Number of Clients: 228
Amount of client funds and securities by related persons:
Total Number of clients from related persons:
Disclosures:
Data above was derived from SEC filings.

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CARDINAL CAPITAL MANAGEMENT INC

ownership team - last updated 2019-03-15
Name Title Start Date Direct/Indirect % Ownership
ANDREWS, GLENN, C. CHAIRMAN, PRESIDENT, CHIEF INVESTMENT OFFICER 05/01/2004 Direct 75% or more
Fund Name Position direct/indirect start date end date
CARDINAL CAPITAL MANAGEMENT INC EXECUTIVE VICE PRESIDENT direct 2004-05-01
CARDINAL CAPITAL MANAGEMENT INC CHAIRMAN, PRESIDENT, CHIEF INVESTMENT OFFICER direct 2004-05-01
CARDINAL CAPITAL MANAGEMENT INC PRESIDENT direct 2004-05-01
CARDINAL CAPITAL MANAGEMENT INC DIRECTOR, EXECUTIVE VICE PRESIDENT, CHIEF OPERATING OFFICER, CHIEF FINANCIAL OFFICER direct 2004-05-01
CARDINAL CAPITAL MANAGEMENT INC CHAIRMAN, PRESIDENT direct 2004-05-01
CARDINAL CAPITAL MANAGEMENT INC CHAIRMAN, PRESIDENT, CO-CHIEF INVESTMENT OFFICER direct 2011-02-01
CARDINAL CAPITAL MANAGEMENT INC CHAIRMAN, PRESIDENT, CHIEF INVESTMENT OFFICER direct 2011-02-01
CARDINAL CAPITAL MANAGEMENT INC CHAIRMAN, PRESIDENT, NO-CHIEF INVESTMENT OFFICER direct 2011-02-01
ANDREWS, JONATHAN, WESLEY VICE PRESIDENT/CHIEF COMPLIANCE OFFICER 10/01/2010 Direct 10 - 25%
Fund Name Position direct/indirect start date end date
CARDINAL CAPITAL MANAGEMENT INC CHIEF COMPLIANCE OFFICER direct 2010-10-01
CARDINAL CAPITAL MANAGEMENT INC VICE PRESIDENT/CHIEF COMPLIANCE OFFICER direct 2010-10-01
WARREN, KATHLEEN, A. VICE PRESIDENT/CHIEF FINANCIAL OFFICER 06/01/2013 Direct 10 - 25%
Fund Name Position direct/indirect start date end date
CARDINAL CAPITAL MANAGEMENT INC VICE PRESIDENT/CHIEF FINANCIAL OFFICER direct 2013-06-01

CARDINAL CAPITAL MANAGEMENT INC

ownership team - last updated 2018-11-02
Name Title Start Date Direct/Indirect % Ownership
ANDREWS, GLENN, C. CHAIRMAN, PRESIDENT, CHIEF INVESTMENT OFFICER 05/01/2004 Direct 75% or more
Fund Name Position direct/indirect start date end date
CARDINAL CAPITAL MANAGEMENT INC EXECUTIVE VICE PRESIDENT direct 2004-05-01
CARDINAL CAPITAL MANAGEMENT INC CHAIRMAN, PRESIDENT, CHIEF INVESTMENT OFFICER direct 2004-05-01
CARDINAL CAPITAL MANAGEMENT INC PRESIDENT direct 2004-05-01
CARDINAL CAPITAL MANAGEMENT INC DIRECTOR, EXECUTIVE VICE PRESIDENT, CHIEF OPERATING OFFICER, CHIEF FINANCIAL OFFICER direct 2004-05-01
CARDINAL CAPITAL MANAGEMENT INC CHAIRMAN, PRESIDENT direct 2004-05-01
CARDINAL CAPITAL MANAGEMENT INC CHAIRMAN, PRESIDENT, CO-CHIEF INVESTMENT OFFICER direct 2011-02-01
CARDINAL CAPITAL MANAGEMENT INC CHAIRMAN, PRESIDENT, CHIEF INVESTMENT OFFICER direct 2011-02-01
CARDINAL CAPITAL MANAGEMENT INC CHAIRMAN, PRESIDENT, NO-CHIEF INVESTMENT OFFICER direct 2011-02-01
ANDREWS, JONATHAN, WESLEY VICE PRESIDENT/CHIEF COMPLIANCE OFFICER 10/01/2010 Direct 10 - 25%
Fund Name Position direct/indirect start date end date
CARDINAL CAPITAL MANAGEMENT INC CHIEF COMPLIANCE OFFICER direct 2010-10-01
CARDINAL CAPITAL MANAGEMENT INC VICE PRESIDENT/CHIEF COMPLIANCE OFFICER direct 2010-10-01
WARREN, KATHLEEN, A. VICE PRESIDENT/CHIEF FINANCIAL OFFICER 06/01/2013 Direct 10 - 25%
Fund Name Position direct/indirect start date end date
CARDINAL CAPITAL MANAGEMENT INC VICE PRESIDENT/CHIEF FINANCIAL OFFICER direct 2013-06-01

CARDINAL CAPITAL MANAGEMENT INC

ownership team - last updated 2017-11-07
Name Title Start Date Direct/Indirect % Ownership
ANDREWS, GLENN, C. CHAIRMAN, PRESIDENT, CHIEF INVESTMENT OFFICER 05/01/2004 Direct 75% or more
Fund Name Position direct/indirect start date end date
CARDINAL CAPITAL MANAGEMENT INC EXECUTIVE VICE PRESIDENT direct 2004-05-01
CARDINAL CAPITAL MANAGEMENT INC CHAIRMAN, PRESIDENT, CHIEF INVESTMENT OFFICER direct 2004-05-01
CARDINAL CAPITAL MANAGEMENT INC PRESIDENT direct 2004-05-01
CARDINAL CAPITAL MANAGEMENT INC DIRECTOR, EXECUTIVE VICE PRESIDENT, CHIEF OPERATING OFFICER, CHIEF FINANCIAL OFFICER direct 2004-05-01
CARDINAL CAPITAL MANAGEMENT INC CHAIRMAN, PRESIDENT direct 2004-05-01
CARDINAL CAPITAL MANAGEMENT INC CHAIRMAN, PRESIDENT, CO-CHIEF INVESTMENT OFFICER direct 2011-02-01
CARDINAL CAPITAL MANAGEMENT INC CHAIRMAN, PRESIDENT, CHIEF INVESTMENT OFFICER direct 2011-02-01
CARDINAL CAPITAL MANAGEMENT INC CHAIRMAN, PRESIDENT, NO-CHIEF INVESTMENT OFFICER direct 2011-02-01
ANDREWS, JONATHAN, WESLEY VICE PRESIDENT/CHIEF COMPLIANCE OFFICER 10/01/2010 Direct 10 - 25%
Fund Name Position direct/indirect start date end date
CARDINAL CAPITAL MANAGEMENT INC CHIEF COMPLIANCE OFFICER direct 2010-10-01
CARDINAL CAPITAL MANAGEMENT INC VICE PRESIDENT/CHIEF COMPLIANCE OFFICER direct 2010-10-01
WARREN, KATHLEEN, A. VICE PRESIDENT/CHIEF FINANCIAL OFFICER 06/01/2013 Direct 10 - 25%
Fund Name Position direct/indirect start date end date
CARDINAL CAPITAL MANAGEMENT INC VICE PRESIDENT/CHIEF FINANCIAL OFFICER direct 2013-06-01

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