BAROMETER CAPITAL MANAGEMENT INC. Q3 2025 Filing
Filed November 13, 2025
Portfolio Value
$437.3B
Holdings
173
Report Date
Q3 2025
Filing Type
13F-HR
All Holdings (173 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | AEMAgnico Eagle Mines Ltd | 82,328 | $19.3B | 4.41% | |
| 2 | BMOBank of Montreal | 99,522 | $17.9B | 4.08% | |
| 3 | CCOCameco Corp | 148,700 | $17.4B | 3.97% | |
| 4 | SANBanco Santander SA | 1,671,913 | $17.3B | 3.95% | |
| 5 | IMOImperial Oil Ltd | 125,892 | $15.9B | 3.63% | |
| 6 | AGIAlamos Gold Inc | 301,000 | $14.6B | 3.34% | |
| 7 | GEVGE Vernova Inc | 22,887 | $14.1B | 3.22% | |
| 8 | NVDANVIDIA Corp | 74,722 | $13.9B | 3.19% | |
| 9 | HWMHowmet Aerospace Inc | 70,630 | $13.9B | 3.17% | |
| 10 | HBMHudbay Minerals Inc | 642,850 | $13.6B | 3.10% | |
| 11 | GOOGLAlphabet Inc | 54,115 | $13.2B | 3.01% | |
| 12 | WPMWheaton Precious Metals Corp | 84,150 | $13.1B | 3.00% | |
| 13 | JPMJPMorgan Chase & Co | 41,278 | $13.0B | 2.96% | |
| 14 | METAMeta Platforms Inc | 15,557 | $11.4B | 2.61% | |
| 15 | GEGeneral Electric Co | 34,538 | $10.4B | 2.38% | |
| 16 | RYRoyal Bank of Canada | 48,639 | $9.9B | 2.26% | |
| 17 | SUSuncor Energy Inc | 159,140 | $9.3B | 2.12% | |
| 18 | MSFTMicrosoft Corp | 17,333 | $9.0B | 2.05% | |
| 19 | DWDMorgan Stanley | 53,447 | $8.4B | 1.93% | |
| 20 | CLSCelestica Inc | 23,963 | $8.2B | 1.88% | |
| 21 | LNGCheniere Energy Inc | 30,330 | $7.1B | 1.63% | |
| 22 | RTXRTX Corp | 42,478 | $7.1B | 1.63% | |
| 23 | PAASPan American Silver Corp | 131,300 | $7.1B | 1.62% | |
| 24 | STNStantec Inc | 46,990 | $7.1B | 1.61% | |
| 25 | CATCaterpillar Inc | 12,400 | $5.9B | 1.35% | |
| 26 | SESea Ltd | 31,990 | $5.7B | 1.31% | |
| 27 | UUnity Software Inc | 131,722 | $5.3B | 1.21% | |
| 28 | LRCXLam Research Corp | 35,210 | $4.7B | 1.08% | |
| 29 | EMBJEmbraer SA | 77,230 | $4.7B | 1.07% | |
| 30 | EAElectronic Arts Inc | 22,326 | $4.5B | 1.03% | |
| 31 | AVGOBroadcom Inc | 13,063 | $4.3B | 0.99% | |
| 32 | CSCOCisco Systems Inc | 62,650 | $4.3B | 0.97% | |
| 33 | ENBEnbridge Inc | 60,280 | $4.2B | 0.97% | |
| 34 | NFLXNetflix Inc | 3,507 | $4.2B | 0.96% | |
| 35 | PTITelkom Indonesia Persero Tbk PT | 223,200 | $4.2B | 0.96% | |
| 36 | GDSGDS Holdings Ltd | 93,600 | $3.6B | 0.83% | |
| 37 | TTWOTake-Two Interactive Software Inc | 12,623 | $3.3B | 0.75% | |
| 38 | KGCKinross Gold Corp | 86,050 | $3.0B | 0.68% | |
| 39 | HAMHarmony Gold Mining Co Ltd | 122,519 | $2.2B | 0.51% | |
| 40 | VRNAVerona Pharma PLC | 19,500 | $2.1B | 0.48% | |
| 41 | AXONAxon Enterprise Inc | 2,832 | $2.0B | 0.46% | |
| 42 | BVNCia de Minas Buenaventura SAA | 80,922 | $2.0B | 0.45% | |
| 43 | WOPWoodside Energy Group Ltd | 129,306 | $1.9B | 0.44% | |
| 44 | XPEVXPeng Inc | 82,800 | $1.9B | 0.44% | |
| 45 | BCSBarclays PLC | 77,165 | $1.6B | 0.36% | |
| 46 | EDGGold Fields Ltd | 36,346 | $1.5B | 0.35% | |
| 47 | ZLABZai Lab Ltd | 41,900 | $1.4B | 0.32% | |
| 48 | FUTUFutu Holdings Ltd | 7,708 | $1.3B | 0.31% | |
| 49 | SITMSiTime Corp | 4,300 | $1.3B | 0.30% | |
| 50 | BIDUNBaidu Inc | 9,665 | $1.3B | 0.29% | |
| 51 | BEBloom Energy Corp | 15,000 | $1.3B | 0.29% | |
| 52 | PHYS/USprott Physical Gold Trust | 36,200 | $1.2B | 0.28% | |
| 53 | TMETencent Music Entertainment Group | 52,700 | $1.2B | 0.28% | |
| 54 | TSMTaiwan Semiconductor Manufacturing Co Ltd | 4,403 | $1.2B | 0.28% | |
| 55 | BBVABanco Bilbao Vizcaya Argentaria SA | 63,763 | $1.2B | 0.28% | |
| 56 | BBDBanco Bradesco SA | 357,600 | $1.2B | 0.27% | |
| 57 | AUAnglogold Ashanti Plc | 15,900 | $1.1B | 0.26% | |
| 58 | NWGNatWest Group PLC | 77,724 | $1.1B | 0.25% | |
| 59 | IHGInterContinental Hotels Group PLC | 8,848 | $1.1B | 0.25% | |
| 60 | DQDaqo New Energy Corp | 37,900 | $1.1B | 0.24% | |
| 61 | BNBrookfield Corp | 16,125 | $1.0B | 0.23% | |
| 62 | HBC2HSBC Holdings PLC | 14,480 | $1.0B | 0.23% | |
| 63 | SMFGSumitomo Mitsui Financial Group Inc | 60,054 | $1.0B | 0.23% | |
| 64 | WBWeibo Corp | 78,900 | $978.4M | 0.22% | |
| 65 | GLPGGalapagos NV | 27,617 | $956.7M | 0.22% | |
| 66 | ENICEnel Chile SA | 245,402 | $954.6M | 0.22% | |
| 67 | GMABGenmab A/S | 30,937 | $948.8M | 0.22% | |
| 68 | KBIAKB Financial Group Inc | 11,343 | $940.4M | 0.22% | |
| 69 | UBSUBS Group AG | 22,789 | $934.3M | 0.21% | |
| 70 | MUFGMitsubishi UFJ Financial Group Inc | 58,500 | $932.5M | 0.21% | |
| 71 | IBITiShares Bitcoin Trust ETF | 13,900 | $903.5M | 0.21% | |
| 72 | KEPKorea Electric Power Corp | 67,715 | $883.7M | 0.20% | |
| 73 | FMSFresenius Medical Care AG | 32,800 | $863.6M | 0.20% | |
| 74 | TLVGrupo Televisa SAB | 320,400 | $861.9M | 0.20% | |
| 75 | HOODRobinhood Markets Inc | 6,000 | $859.1M | 0.20% | |
| 76 | VODVodafone Group PLC | 73,600 | $853.8M | 0.20% | |
| 77 | N1UANew Oriental Education & Technology Group Inc | 16,000 | $849.1M | 0.19% | |
| 78 | SAJACia de Saneamento Basico do Estado de Sao Paulo SABESP | 33,700 | $838.8M | 0.19% | |
| 79 | FCXFreeport-McMoRan Inc | 21,240 | $830.1M | 0.19% | |
| 80 | RHCRH PLC | 6,650 | $797.3M | 0.18% | |
| 81 | ASNDAscendis Pharma A/S | 3,904 | $776.2M | 0.18% | |
| 82 | JDJD.com Inc | 21,600 | $755.6M | 0.17% | |
| 83 | QFINQfin Holdings Inc | 26,138 | $752.3M | 0.17% | |
| 84 | VALEVale SA | 69,100 | $750.4M | 0.17% | |
| 85 | VIVTelefonica Brasil SA | 57,100 | $725.6M | 0.17% | |
| 86 | SQMSociedad Quimica y Minera de Chile SA | 16,600 | $713.5M | 0.16% | |
| 87 | ECEcopetrol SA | 77,200 | $711.0M | 0.16% | |
| 88 | BNSBank of Nova Scotia/The | 7,860 | $698.8M | 0.16% | |
| 89 | WFWoori Financial Group Inc | 12,400 | $696.3M | 0.16% | |
| 90 | FIGFigma Inc | 13,200 | $684.7M | 0.16% | |
| 91 | ETHEGrayscale Ethereum Trust ETF | 18,600 | $637.4M | 0.15% | |
| 92 | PAMPampa Energia SA | 10,500 | $630.6M | 0.14% | |
| 93 | RELXRELX PLC | 12,600 | $601.8M | 0.14% | |
| 94 | WPPWPP PLC | 24,400 | $598.2M | 0.14% | |
| 95 | MUXMcEwen Inc | 25,000 | $596.3M | 0.14% | |
| 96 | LULufax Holding Ltd | 143,500 | $582.6M | 0.13% | |
| 97 | PSLV/USprott Physical Silver Trust | 37,000 | $580.9M | 0.13% | |
| 98 | XMEState Street SPDR S&P Metals & Mining ETF | 6,200 | $577.8M | 0.13% | |
| 99 | SAPSAP SE | 2,150 | $574.5M | 0.13% | |
| 100 | CSANCosan SA | 121,700 | $559.8M | 0.13% |
Page 1 of 2Next