BAROMETER CAPITAL MANAGEMENT INC. Q4 2025 Filing

Filed February 12, 2026

Portfolio Value

$415.3B

Holdings

131

Report Date

Q4 2025

Filing Type

13F-HR

All Holdings (131 positions)

#StockSharesValue% PortfolioType
101
EZUiShares MSCI Global Metals & Mining Producers ETF
9,800$503.0M0.12%
102
YMMFigma Inc
13,200$493.0M0.12%
103
AIRRiShares MSCI Spain ETF
9,000$485.0M0.12%
104
BEKECia Siderurgica Nacional SA
300,900$481.0M0.12%
105
KEPAmplify Junior Silver Miners ETF
17,300$478.0M0.12%
106
EiShares MSCI Peru and Global Exposure ETF
6,600$477.0M0.11%
107
KGCGlobal X Silver Miners ETF
5,700$476.0M0.11%
108
SEState Street SPDR S&P Metals & Mining ETF
4,500$466.0M0.11%
109
GSKiShares Latin America 40 ETF
15,200$462.0M0.11%
110
HAMiShares MSCI International Momentum Factor ETF
9,600$460.0M0.11%
111
ENBiShares MSCI Emerging Markets ETF
8,400$459.0M0.11%
112
BNSFirst Trust RBA American Industrial Renaissance ETF
4,600$452.0M0.11%
113
IMTMInvesco Dorsey Wright Emerging Markets Momentum ETF
18,900$446.0M0.11%
114
FMSiShares MSCI Eurozone ETF
6,900$442.0M0.11%
115
EPUFirst Trust Rising Dividend Achievers ETF
6,300$437.0M0.11%
116
MCHIabrdn Physical Palladium Shares ETF
2,900$421.0M0.10%
117
BBDSouth Bow Corp
11,100$419.0M0.10%
118
IBITLufax Holding Ltd
162,500$416.0M0.10%
119
GGALiShares Bitcoin Trust ETF
8,200$407.0M0.10%
120
BCSGlobal X MSCI Argentina ETF
4,100$374.0M0.09%
121
EWJabrdn Physical Platinum Shares ETF
2,000$372.0M0.09%
122
RDVYiShares MSCI Brazil ETF
11,000$349.0M0.08%
123
QFINiShares MSCI USA Value Factor ETF
2,500$341.0M0.08%
124
FCXiShares MSCI South Africa ETF
4,900$337.0M0.08%
125
LRCXVanEck Steel ETF
3,800$322.0M0.08%
126
AXONNovagold Resources Inc
21,905$280.0M0.07%
127
FJPiShares MSCI Japan ETF
3,400$274.0M0.07%
128
EZAVanEck Rare Earth and Strategic Metals ETF
3,300$243.0M0.06%
129
XLIGlobal X Lithium & Battery Tech ETF
3,500$227.0M0.05%
130
PAMGlobal X Uranium ETF
3,800$162.0M0.04%
131
IEVNewmont Corp
1,400$139.0M0.03%
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