Fund HoldingsBAROMETER CAPITAL MANAGEMENT INC.

Total Portfolio Value
$268.51M
Total Bought
$224.02M
Total Sold
$209.22M
Net Transaction
+$14.80M
Filing Period:
Securities
SharesValue ($K)
Q4 2024
Q1 2025
Change
Q4 2024
Q1 2025
Weight (%)
Change
Agnico Eagle Mines Ltd(AEM)0151,303+151,303023,5908.79%+23,590
Kinross Gold Corp(KGC)0796,561+796,561014,4425.38%+14,442
Enbridge Inc(ENB)0212,173+212,173013,5135.03%+13,513
JPMorgan Chase & Co(JPM)052,613+52,613012,8274.78%+12,827
Meta Platforms Inc(META)019,636+19,636011,3174.21%+11,317
Bank of Montreal081,722+81,722011,0954.13%+11,095
Sprott Physical Gold Trust(PHYS)0455,670+455,670010,9634.08%+10,963
Wheaton Precious Metals Corp(WPM)095,150+95,150010,6033.95%+10,603
Cheniere Energy Inc(LNG)045,402+45,402010,4843.90%+10,484
Manulife Financial Corp(MFC)0222,645+222,64509,9833.72%+9,983
Howmet Aerospace Inc(HWM)094,310+94,310012,2274.55%+12,227
GFL Environmental Inc(GFL)0118,610+118,61007,8182.91%+7,818
Expand Energy Corp(EXE)069,109+69,10907,6932.87%+7,693
Baker Hughes Co(BKR)0154,450+154,45006,7462.51%+6,746
Alamos Gold Inc0163,090+163,09006,2712.34%+6,271
Visa Inc(V)10,18025,844+15,6643,2179,0423.37%+5,825
Netflix Inc(NFLX)04,369+4,36904,0741.52%+4,074
Embraer SA(EMBJ)082,980+82,98003,8341.43%+3,834
Boston Scientific Corp(BSX)037,800+37,80003,8131.42%+3,813
Goldman Sachs Group Inc/The(GS)011,392+11,39206,2232.32%+6,223
Sea Ltd(SE)6,80025,730+18,9306073,3581.25%+2,750
Deere & Co(DE)05,488+5,48802,5760.96%+2,576
Cia de Minas Buenaventura SAA(BVN)0117,622+117,62201,8020.67%+1,802
TC Energy Corp(TRP)162,440145,570-16,8708,4249,8933.68%+1,469
Kingsoft Cloud Holdings Ltd(KC)096,600+96,60001,3870.52%+1,387
Sprott Physical Silver Trust(PSLV)0100,200+100,20001,1620.43%+1,162
GDS Holdings Ltd(GDS)040,600+40,60001,0280.38%+1,028
Harmony Gold Mining Co Ltd(HMY)064,119+64,11909400.35%+940
Franco-Nevada Corp(FNV)03,275+3,27507410.28%+741
Alibaba Group Holding Ltd(BABA)05,404+5,40407150.27%+715
Alerian MLP ETF
ALERIAN MLP
013,320+13,32006920.26%+692
iShares MSCI Europe Financials ETF024,250+24,25006910.26%+691
iShares MSCI Eurozone ETF011,800+11,80006280.23%+628
SPDR S&P Insurance ETF
ST STR SP INS
010,250+10,25006200.23%+620
Banco Macro SA(BMA)07,971+7,97106020.22%+602
Financial Select Sector SPDR Fund
ST STR FINL ETF
011,450+11,45005700.21%+570
Mizuho Financial Group Inc(MFG)0100,172+100,17205520.21%+552
ProShares UltraPro Short QQQ014,100+14,10005410.20%+541
VanEck Junior Gold Miners ETF
JUNIOR GOLD MINE
08,900+8,90005090.19%+509
iShares MSCI Japan ETF
MSCI JAPAN ETF
07,300+7,30005000.19%+500
Global X Silver Miners ETF
GLOBAL X SILVER
012,600+12,60004970.19%+497
Global X MSCI China Consumer Discretionary ETF022,200+22,20004960.18%+496
KraneShares CSI China Internet ETF014,100+14,10004920.18%+492
Amplify Junior Silver Miners ETF040,500+40,50004910.18%+491
Futu Holdings Ltd(FUTU)04,758+4,75804870.18%+487
Banco Bilbao Vizcaya Argentaria SA(BBVA)036,763+36,76304810.18%+481
Mitsubishi UFJ Financial Group Inc(MUFG)034,000+34,00004630.17%+463
Bilibili Inc022,800+22,80004360.16%+436
Sprott Junior Copper Miners ETF
JR COPPER MINERS
020,500+20,50004150.15%+415
AdvisorShares Dorsey Wright ADR ETF
DORSEY WRIGT ADR
05,400+5,40004020.15%+402
UBS Group AG(UBS)013,489+13,48904000.15%+400
Enel Chile SA(ENIC)0122,002+122,00203990.15%+399
Canadian Imperial Bank of Commerce(CM)04,814+4,81403900.15%+390
WisdomTree India Earnings Fund(WT)08,800+8,80003850.14%+385
Hello Group Inc(MOMO)063,604+63,60403800.14%+380
iShares MSCI Germany ETF010,200+10,20003780.14%+378
Toronto-Dominion Bank/The(TD)04,400+4,40003740.14%+374
Baidu Inc03,965+3,96503650.14%+365
Japan Smaller Capitalization Fund Inc(JOF)042,700+42,70003580.13%+358
iShares U.S. Aerospace & Defense ETF02,330+2,33003570.13%+357
iShares China Large-Cap ETF09,800+9,80003510.13%+351
Bank of Nova Scotia/The05,205+5,20503500.13%+350
Galapagos NV(LKFT)013,517+13,51703400.13%+340
Unity Software Inc(U)0148,022+148,02202,9001.08%+2,900
iShares Global Infrastructure ETF05,700+5,70003120.12%+312
BioNTech SE(BNTX)03,160+3,16002880.11%+288
Grupo Financiero Galicia SA(GGAL)012,684+12,68406910.26%+691
Ecopetrol SA(EC)029,900+29,90002820.10%+282
Triple Flag Precious Metals Corp(TFPM)09,900+9,90002730.10%+273
Sendas Distribuidora S/A(ASAIY)040,200+40,20002720.10%+272
Global X Copper Miners ETF
GLOBAL X COPPER
06,800+6,80002660.10%+266
JinkoSolar Holding Co Ltd(JKS)014,176+14,17602640.10%+264
Banco Bradesco SA0119,500+119,50002610.10%+261
Cia Paranaense de Energia - Copel035,600+35,60002510.09%+251
Dada Nexus Ltd0134,900+134,90002500.09%+250
Barclays PLC015,765+15,76502420.09%+242
Cia Siderurgica Nacional SA(SID)0144,459+144,45902410.09%+241
CRH PLC
ORD
02,550+2,55002240.08%+224
iShares Asia 50 ETF03,100+3,10002240.08%+224
MINISO Group Holding Ltd(MNSO)011,800+11,80002140.08%+214
JD.com Inc(JD)010,000+10,00003990.15%+399
iShares Bitcoin Trust ETF(IBIT)04,400+4,40002060.08%+206
iShares U.S. Medical Devices ETF03,400+3,40002050.08%+205
ASE Technology Holding Co Ltd(ASX)023,300+23,30002040.08%+204
Banco Santander SA(SAN)029,693+29,69301960.07%+196
Daqo New Energy Corp(DQ)010,500+10,50001900.07%+190
Lufax Holding Ltd(LU)060,800+60,80001810.07%+181
Pearson PLC(PSO)030,211+30,21104840.18%+484
Criteo SA(CRTO)04,868+4,86801720.06%+172
iQIYI Inc(IQ)0147,300+147,30003330.12%+333
KB Financial Group Inc(KB)03,043+3,04301650.06%+165
Bancolombia SA04,114+4,11401640.06%+164
Ascendis Pharma A/S(ASND)01,004+1,00401560.06%+156
Endava PLC08,000+8,00001560.06%+156
BRF SA043,076+43,07601480.06%+148
New Oriental Education & Technology Group Inc(EDU)06,800+6,80003250.12%+325
Cia Cervecerias Unidas SA(CCU)09,543+9,54301430.05%+143
Select STOXX Europe Aerospace & Defense ETF
SELE STO EUR ETF
04,200+4,20001410.05%+141
Cosan SA(CSAN)026,500+26,50001380.05%+138
GSK PLC(GSK)03,323+3,32301290.05%+129
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