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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 6 of 7  ·  131 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 EZU iShares MSCI Global Metals & Mining Producers ETF 9,800.0 $503K 0.12% NEW $51.34 +31.9%
102 YMM Figma Inc Technology 13,200.0 $493K 0.12% NEW $37.37 -79.3%
103 AIRR iShares MSCI Spain ETF 9,000.0 $485K 0.12% NEW $53.91 +140.6%
104 BEKE Cia Siderurgica Nacional SA Real Estate 300,900.0 $481K 0.12% NEW $1.60 +791.2%
105 KEP Amplify Junior Silver Miners ETF Utilities 17,300.0 $479K 0.12% NEW $27.67 -56.7%
106 E iShares MSCI Peru and Global Exposure ETF Energy 6,600.0 $478K 0.12% NEW $72.35 -36.3%
107 KGC Global X Silver Miners ETF Basic Materials 5,700.0 $476K 0.12% NEW $83.52 -71.0%
108 SE State Street SPDR S&P Metals & Mining ETF Consumer Cyclical 4,500.0 $466K 0.11% NEW $103.61 -11.9%
109 GSK iShares Latin America 40 ETF Healthcare 15,200.0 $463K 0.11% NEW $30.45 +72.4%
110 HMY iShares MSCI International Momentum Factor ETF Basic Materials 9,600.0 $461K 0.11% NEW $47.97 -67.6%
111 ENB iShares MSCI Emerging Markets ETF Energy 8,400.0 $460K 0.11% NEW $54.71 +2.8%
112 BNS First Trust RBA American Industrial Renaissance ETF Financial Services 4,600.0 $452K 0.11% NEW $98.32 -12.4%
113 IMTM Invesco Dorsey Wright Emerging Markets Momentum ETF 18,900.0 $447K 0.11% NEW $23.64 +121.3%
114 FMS iShares MSCI Eurozone ETF Healthcare 6,900.0 $442K 0.11% NEW $64.10 -63.7%
115 EPU First Trust Rising Dividend Achievers ETF 6,300.0 $438K 0.10% NEW $69.47 +20.1%
116 MCHI abrdn Physical Palladium Shares ETF 2,900.0 $422K 0.10% NEW $145.38 -65.3%
117 BBD South Bow Corp Financial Services 11,100.0 $419K 0.10% NEW $37.75 -90.8%
118 IBIT Lufax Holding Ltd Financial Services 162,500.0 $416K 0.10% NEW $2.56 +1222.3%
119 GGAL iShares Bitcoin Trust ETF Financial Services 8,200.0 $407K 0.10% NEW $49.65 +0.6%
120 BCS Global X MSCI Argentina ETF Financial Services 4,100.0 $375K 0.09% NEW $91.41 -70.8%
Page 6 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%