BAROMETER CAPITAL MANAGEMENT INC. Q2 2025 Filing
Filed August 14, 2025
Portfolio Value
$361.8B
Holdings
178
Report Date
Q2 2025
Filing Type
13F-HR
All Holdings (178 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 101 | VODVodafone Group PLC | 41,500 | $442.4M | 0.12% | |
| 102 | WBWeibo Corp | 44,300 | $422.2M | 0.12% | |
| 103 | BNTXBioNTech SE | 3,960 | $421.6M | 0.12% | |
| 104 | ARGXArgenx SE | 750 | $413.4M | 0.11% | |
| 105 | IDV*iShares International Select Dividend ETF | 11,900 | $410.7M | 0.11% | |
| 106 | XLFFinancial Select Sector SPDR Fund | 7,840 | $410.6M | 0.11% | |
| 107 | PAMPampa Energia SA | 5,900 | $409.3M | 0.11% | |
| 108 | AUAnglogold Ashanti Plc | 8,900 | $405.6M | 0.11% | |
| 109 | TKCTurkcell Iletisim Hizmetleri AS | 67,016 | $405.4M | 0.11% | |
| 110 | GMABGenmab A/S | 19,137 | $395.4M | 0.11% | |
| 111 | BNSBank of Nova Scotia/The | 5,285 | $392.2M | 0.11% | |
| 112 | VEUVanguard FTSE All-World ex-US ETF | 5,800 | $389.9M | 0.11% | |
| 113 | ECEcopetrol SA | 43,400 | $384.1M | 0.11% | |
| 114 | EWPiShares MSCI Spain ETF | 8,600 | $378.7M | 0.10% | |
| 115 | YPFYPF SA | 12,000 | $377.4M | 0.10% | |
| 116 | VIVTelefonica Brasil SA | 32,200 | $365.9M | 0.10% | |
| 117 | CSANCosan SA | 68,500 | $345.9M | 0.10% | |
| 118 | GGALGrupo Financiero Galicia SA | 6,884 | $345.9M | 0.10% | |
| 119 | RHCRH PLC | 3,750 | $344.3M | 0.10% | |
| 120 | XMESPDR S&P Metals & Mining ETF | 5,100 | $342.8M | 0.09% | |
| 121 | TEVATeva Pharmaceutical Industries Ltd | 19,700 | $330.2M | 0.09% | |
| 122 | SQMSociedad Quimica y Minera de Chile SA | 9,200 | $324.5M | 0.09% | |
| 123 | DQDaqo New Energy Corp | 21,200 | $321.6M | 0.09% | |
| 124 | TFPMTriple Flag Precious Metals Corp | 9,900 | $319.7M | 0.09% | |
| 125 | EPUiShares MSCI Peru and Global Exposure ETF | 6,500 | $315.8M | 0.09% | |
| 126 | EWAiShares MSCI Australia ETF | 11,900 | $313.2M | 0.09% | |
| 127 | CMCanadian Imperial Bank of Commerce | 3,204 | $309.7M | 0.09% | |
| 128 | MNSOMINISO Group Holding Ltd | 16,900 | $307.9M | 0.09% | |
| 129 | ECHiShares MSCI Chile ETF | 9,700 | $305.1M | 0.08% | |
| 130 | EPIWisdomTree India Earnings Fund | 6,400 | $303.8M | 0.08% | |
| 131 | SPYSPDR S&P 500 ETF Trust | 475 | $293.5M | 0.08% | |
| 132 | ARKXARK Space Exploration & Innovation ETF | 12,100 | $292.3M | 0.08% | |
| 133 | ASXASE Technology Holding Co Ltd | 29,100 | $290.2M | 0.08% | |
| 134 | BEBloom Energy Corp | 12,000 | $287.0M | 0.08% | |
| 135 | WITWipro Ltd | 91,800 | $271.7M | 0.08% | |
| 136 | ESGEiShares ESG Aware MSCI EM ETF | 6,800 | $266.4M | 0.07% | |
| 137 | TAT&T Inc | 9,240 | $264.8M | 0.07% | |
| 138 | SNOWSnowflake Inc | 1,140 | $255.1M | 0.07% | |
| 139 | SIDCia Siderurgica Nacional SA | 181,859 | $254.6M | 0.07% | |
| 140 | KBIAKB Financial Group Inc | 3,043 | $251.3M | 0.07% | |
| 141 | KEPKorea Electric Power Corp | 17,015 | $242.3M | 0.07% | |
| 142 | PDDPDD Holdings Inc | 2,300 | $240.7M | 0.07% | |
| 143 | TLVGrupo Televisa SAB | 109,600 | $240.0M | 0.07% | |
| 144 | SSLSasol Ltd | 51,821 | $229.0M | 0.06% | |
| 145 | LULufax Holding Ltd | 80,800 | $225.4M | 0.06% | |
| 146 | GRIDFirst Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund | 1,600 | $222.4M | 0.06% | |
| 147 | YMMFull Truck Alliance Co Ltd | 18,017 | $212.8M | 0.06% | |
| 148 | CLVTrip.com Group Ltd | 3,527 | $206.8M | 0.06% | |
| 149 | MFGMizuho Financial Group Inc | 37,072 | $206.1M | 0.06% | |
| 150 | IEViShares Europe ETF | 3,200 | $202.4M | 0.06% | |
| 151 | XLCCommunication Services Select Sector SPDR Fund | 1,800 | $195.4M | 0.05% | |
| 152 | CIB1NGrupo Cibest SA | 4,114 | $190.0M | 0.05% | |
| 153 | EWTiShares MSCI Taiwan ETF | 3,300 | $189.4M | 0.05% | |
| 154 | BABAAlibaba Group Holding Ltd | 1,604 | $181.9M | 0.05% | |
| 155 | ASNDAscendis Pharma A/S | 1,004 | $173.3M | 0.05% | |
| 156 | DAVAEndava PLC | 11,300 | $173.1M | 0.05% | |
| 157 | P5YBRF SA | 43,076 | $157.2M | 0.04% | |
| 158 | G7AGrupo Aeroportuario del Centro Norte SAB de CV | 1,450 | $153.0M | 0.04% | |
| 159 | SIMOSilicon Motion Technology Corp | 2,036 | $152.0M | 0.04% | |
| 160 | PSOPearson PLC | 10,011 | $149.5M | 0.04% | |
| 161 | MOMOHello Group Inc | 17,304 | $146.0M | 0.04% | |
| 162 | BEKEKE Holdings Inc | 7,847 | $139.2M | 0.04% | |
| 163 | EZUiShares MSCI Eurozone ETF | 2,300 | $136.7M | 0.04% | |
| 164 | ITA*iShares U.S. Aerospace & Defense ETF | 720 | $135.8M | 0.04% | |
| 165 | MTArcelorMittal SA | 4,269 | $134.8M | 0.04% | |
| 166 | AGQProShares Ultra Silver | 2,800 | $133.0M | 0.04% | |
| 167 | TIMBTIM SA/Brazil | 6,634 | $132.6M | 0.04% | |
| 168 | KCESPDR S&P Capital Markets ETF | 900 | $130.4M | 0.04% | |
| 169 | ASMLASML Holding NV | 162 | $129.5M | 0.04% | |
| 170 | GSKGSK PLC | 3,323 | $127.6M | 0.04% | |
| 171 | CCUCia Cervecerias Unidas SA | 9,543 | $123.3M | 0.03% | |
| 172 | EEni SpA | 3,653 | $118.4M | 0.03% | |
| 173 | UMCUnited Microelectronics Corp | 15,447 | $118.2M | 0.03% | |
| 174 | CRTOCriteo SA | 4,868 | $116.6M | 0.03% | |
| 175 | PHIPLDT Inc | 5,224 | $113.7M | 0.03% | |
| 176 | TDToronto-Dominion Bank/The | 1,133 | $112.3M | 0.03% | |
| 177 | TMETotalEnergies SE | 1,789 | $109.8M | 0.03% | |
| 178 | ZTOZTO Express Cayman Inc | 6,114 | $108.5M | 0.03% | |
| 179 | AXIACentrais Eletricas Brasileiras SA | 14,325 | $106.4M | 0.03% | |
| 180 | BPBP PLC | 3,450 | $103.3M | 0.03% |
PreviousPage 2 of 2