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Portfolio (Quarterly) Guide ↗

BAROMETER CAPITAL MANAGEMENT INC.

· CIK 0001536890
13F Portfolio $415M AUM Filed Feb 12, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 131 New
Page 5 of 7  ·  131 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 EUFN Sprott Physical Gold Trust 19,800.0 $654K 0.16% NEW $33.02 +15.9%
82 SSL WPP PLC Basic Materials 27,600.0 $620K 0.15% NEW $22.46 -56.9%
83 JOF SAP SE Financial Services 2,450.0 $595K 0.14% NEW $242.91 -95.3%
84 SID Sprott Junior Copper Miners ETF Basic Materials 14,900.0 $585K 0.14% NEW $39.29 -97.6%
85 FUTU First Trust Japan AlphaDEX Fund Financial Services 8,700.0 $584K 0.14% NEW $67.18 +43.5%
86 EWS RELX PLC 14,300.0 $578K 0.14% NEW $40.42 -26.6%
87 HWM Japan Smaller Capitalization Fund Inc Industrials 52,100.0 $573K 0.14% NEW $10.99 +2345.9%
88 CSCO Global X Copper Miners ETF Technology 7,900.0 $567K 0.14% NEW $71.79 +58.5%
89 EC WisdomTree Japan Hedged Equity Fund Energy 3,900.0 $562K 0.14% NEW $144.16 -89.8%
90 iShares U.S. Broker-Dealers & Securities Exchanges ETF 3,100.0 $556K 0.13% NEW $179.37
91 KB Sprott Gold Miners ETF Financial Services 7,900.0 $550K 0.13% NEW $69.63 +41.2%
92 XLF iShares MSCI Europe Financials ETF 14,800.0 $549K 0.13% NEW $37.09 +44.4%
93 EWW Sprott Physical Silver Trust 23,200.0 $549K 0.13% NEW $23.65 +218.7%
94 FIG iShares ESG Aware MSCI EM ETF Technology 12,400.0 $548K 0.13% NEW $44.17 -57.8%
95 CRTO Cosan SA Communication Services 137,800.0 $544K 0.13% NEW $3.95 +347.1%
96 DQ Endava PLC Technology 85,300.0 $539K 0.13% NEW $6.32 +103.2%
97 ENIC WisdomTree India Earnings Fund Utilities 11,200.0 $518K 0.12% NEW $46.29 -90.5%
98 META Sasol Ltd Communication Services 79,500.0 $518K 0.12% NEW $6.51 +8352.4%
99 GMAB VanEck Junior Gold Miners ETF Healthcare 4,500.0 $512K 0.12% NEW $113.78 -77.0%
100 SAP Wipro Ltd Technology 184,100.0 $510K 0.12% NEW $2.77 +5503.6%
Page 5 of 7  ·  131 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Financial Services 29.6%
Basic Materials 20.9%
Technology 17.9%
Industrials 8.5%
Communication Services 7.0%
Consumer Cyclical 5.5%
Consumer Defensive 4.7%
Utilities 2.7%
Energy 2.4%
Healthcare 0.8%