Fund HoldingsBAROMETER CAPITAL MANAGEMENT INC.

Total Portfolio Value
$415.28M
Total Bought
$353.80M
Total Sold
$277.69M
Net Transaction
+$76.11M
Filing Period:
Securities
SharesValue ($K)
Q3 2025
Q4 2025
Change
Q3 2025
Q4 2025
Weight (%)
Change
Kinross Gold Corp
N Y REGISTRY SHS
0505,290+505,290019,5354.70%+19,535
Banco Santander SA01,569,380+1,569,380018,4094.43%+18,409
Royal Bank of Canada(BBVA)63,76369,412+5,6491,20516,1273.88%+14,922
Morgan Stanley
CORE DIV GRWTH
078,367+78,367013,8363.33%+13,836
Alphabet Inc(GFI)36,34647,582+11,2361,52514,8933.59%+13,368
Hudbay Minerals Inc(MT)0481,960+481,960013,1333.16%+13,133
Howmet Aerospace Inc(OMAB)063,280+63,280012,9663.12%+12,966
NVIDIA Corp068,487+68,487012,7733.08%+12,773
Lam Research Corp073,710+73,710012,6183.04%+12,618
JPMorgan Chase & Co(HSBC)14,48041,574+27,0941,02113,3363.21%+12,315
Caterpillar Inc(BVN)80,92223,794-57,1281,96913,5993.27%+11,630
Rio Tinto PLC0145,250+145,250011,6242.80%+11,624
Eli Lilly & Co(IHG)8,84811,452+2,6041,07312,3072.96%+11,234
Canadian Imperial Bank of Commerce(AU)15,90099,139+83,2391,11812,3362.97%+11,218
General Electric Co
GLOBAL X COPPER
033,199+33,199010,2262.46%+10,226
Agnico Eagle Mines Ltd
DORSEY WRIGT ADR
043,230+43,230010,0622.42%+10,062
Imperial Oil Ltd(ASND)3,90491,392+87,48877610,8372.61%+10,061
RTX Corp
MSCI TAIWAN ETF
048,628+48,62808,9182.15%+8,918
Cia de Minas Buenaventura SAA(CCU)0265,700+265,70007,3941.78%+7,394
Broadcom Inc(AVGO)13,06333,464+20,4014,31011,5822.79%+7,272
Suncor Energy Inc(BMA)0114,770+114,77006,9921.68%+6,992
Embraer SA080,220+80,22005,1641.24%+5,164
Tesla Inc(MFG)011,084+11,08404,9851.20%+4,985
Unity Software Inc(EDU)16,000121,722+105,7228495,3761.29%+4,527
Pan American Silver Corp9,66570,685+61,0201,2745,0301.21%+3,756
Harmony Gold Mining Co Ltd(ETHE)0130,500+130,50002,5970.63%+2,597
XPeng Inc
SELE STO EUR ETF
0103,000+103,00002,0890.50%+2,089
Gold Fields Ltd
LITHIUM BTRY ETF
032,500+32,50001,4190.34%+1,419
Mitsubishi UFJ Financial Group Inc
ESG AWR MSCI EM
071,200+71,20001,1290.27%+1,129
NatWest Group PLC063,200+63,20001,1060.27%+1,106
Take-Two Interactive Software Inc(NWG)77,7248,523-69,2011,1002,1820.53%+1,082
Pampa Energia SA011,900+11,90001,0530.25%+1,053
Banco Bilbao Vizcaya Argentaria SA(CM)056,900+56,90001,3260.32%+1,326
Genmab A/S
GLOBAL X URANIUM
030,600+30,60009420.23%+942
Galapagos NV
GLOBAL X SILVER
027,700+27,70009060.22%+906
Daqo New Energy Corp
DEFIA QUANT ETF
3,80042,900+39,1003991,2660.30%+867
Bank of Nova Scotia/The(BABA)011,454+11,45401,1470.28%+1,147
Manulife Financial Corp(AXIA)020,000+20,00009990.24%+999
Sociedad Quimica y Minera de Chile SA(MUX)25,00018,800-6,2005961,2930.31%+697
YPF SA(SIMO)024,100+24,10008710.21%+871
Telefonica Brasil SA(PSO)064,600+64,60007660.18%+766
SAP SE(JOF)02,450+2,45005950.14%+595
Sprott Junior Copper Miners ETF(SID)014,900+14,90005850.14%+585
First Trust Japan AlphaDEX Fund(FUTU)08,700+8,70005840.14%+584
Ascendis Pharma A/S(BP)03,270+3,27006970.17%+697
RELX PLC
MSCI SINGPOR ETF
014,300+14,30005780.14%+578
Japan Smaller Capitalization Fund Inc(HWM)052,100+52,10005730.14%+573
JD.com Inc(MOMO)024,400+24,40007000.17%+700
Global X Copper Miners ETF(CSCO)07,900+7,90005670.14%+567
WisdomTree Japan Hedged Equity Fund(EC)03,900+3,90005620.14%+562
iShares U.S. Broker-Dealers & Securities Exchanges ETF03,100+3,10005560.13%+556
Sprott Gold Miners ETF(KB)07,900+7,90005500.13%+550
iShares ESG Aware MSCI EM ETF(FIG)012,400+12,40005480.13%+548
CRH PLC(CSAN)121,7008,850-112,8505601,1040.27%+545
WisdomTree India Earnings Fund(ENIC)011,200+11,20005180.12%+518
VanEck Junior Gold Miners ETF(GMAB)04,500+4,50005120.12%+512
Vodafone Group PLC(RELX)12,60083,400+70,8006021,1020.27%+500
Amplify Junior Silver Miners ETF(KEP)017,300+17,30004790.12%+479
iShares MSCI Peru and Global Exposure ETF(E)06,600+6,60004780.11%+478
Global X Silver Miners ETF(KGC)05,700+5,70004760.11%+476
State Street SPDR S&P Metals & Mining ETF(SE)04,500+4,50004660.11%+466
iShares Latin America 40 ETF(GSK)015,200+15,20004630.11%+463
iShares MSCI International Momentum Factor ETF(HMY)09,600+9,60004610.11%+461
iShares MSCI Emerging Markets ETF(ENB)08,400+8,40004600.11%+460
First Trust RBA American Industrial Renaissance ETF04,600+4,60004520.11%+452
iShares MSCI Eurozone ETF(FMS)06,900+6,90004420.11%+442
Cosan SA(CRTO)0137,800+137,80005440.13%+544
Lufax Holding Ltd(IBIT)0162,500+162,50004160.10%+416
iShares Bitcoin Trust ETF(GGAL)08,200+8,20004070.10%+407
Grupo Cibest SA(SBS)33,70019,200-14,5008391,2210.29%+383
Global X MSCI Argentina ETF04,100+4,10003750.09%+375
iShares MSCI Spain ETF
RBA INDL ETF
09,000+9,00004850.12%+485
iShares MSCI USA Value Factor ETF(QFIN)02,500+2,50003420.08%+342
iShares MSCI South Africa ETF(FCX)04,900+4,90003370.08%+337
InterContinental Hotels Group PLC(TV)320,4008,500-311,9008621,1970.29%+335
Cia Siderurgica Nacional SA(BEKE)0300,900+300,90004810.12%+481
VanEck Steel ETF(LRCX)03,800+3,80003220.08%+322
iShares MSCI Global Metals & Mining Producers ETF09,800+9,80005030.12%+503
Figma Inc(YMM)013,200+13,20004930.12%+493
Sprott Physical Gold Trust019,800+19,80006540.16%+654
Cia de Saneamento Basico do Estado de Sao Paulo SABESP(JD)21,60039,332+17,7327569380.23%+183
Global X Uranium ETF(PAM)03,800+3,80001620.04%+162
First Trust Rising Dividend Achievers ETF06,300+6,30004380.11%+438
Newmont Corp01,400+1,40001400.03%+140
Tencent Music Entertainment Group(MUFG)58,50059,700+1,2009321,0470.25%+114
abrdn Physical Platinum Shares ETF
MSCI JAPAN ETF
3,3002,000-1,3002653730.09%+108
WPP PLC(SSL)82,62127,600-55,0215146200.15%+106
Global X Lithium & Battery Tech ETF
ST STR INDL ETF
03,500+3,50002270.05%+227
Sprott Physical Silver Trust6,80023,200+16,4004645490.13%+85
Sphere Entertainment Co(LU)143,5007,000-136,5005836660.16%+83
iShares MSCI Europe Financials ETF
ST STR FINL ETF
014,800+14,80005490.13%+549
Weibo Corp(HOOD)6,00089,400+83,4008599140.22%+55
iShares MSCI Brazil ETF
RISNG DIVD ACHIV
4,39011,000+6,6102953490.08%+54
abrdn Physical Palladium Shares ETF
MSCI CHINA ETF
5,8002,900-2,9003824220.10%+40
Invesco Dorsey Wright Emerging Markets Momentum ETF
MSCI INTL MOMENT
018,900+18,90004470.11%+447
iShares MSCI Japan ETF
JAPAN ALPHADEX
4,5003,400-1,1002932750.07%-19
Criteo SA
ORD
6,65036,000+29,3507977420.18%-55
Wipro Ltd(SAP)0184,100+184,10005100.12%+510
Argenx SE15,0001,430-13,5701,2691,2030.29%-66
Fresenius Medical Care AG(LKFT)27,61737,100+9,4839578840.21%-73
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