BAROMETER CAPITAL MANAGEMENT INC.
Q2 2026 13F filing
Updated 29 days ago136 disclosed positions worth $359.8M
Full holdings
Every line item disclosed in Q2 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | C CAT Caterpillar Inc | $17.7M | 16.6K | 4.91% | — |
| 2 | L LRCX Lam Research Corp | $14.6M | 33.7K | 4.06% | — |
| 3 | H HBM Hudbay Minerals Inc | $13.3M | 398.1K | 3.71% | — |
| 4 | H HWM Howmet Aerospace Inc | $13.3M | 49.3K | 3.69% | — |
| 5 | R RYLBF Royal Bank of Canada | $12.1M | 41.6K | 3.37% | — |
| 6 | C CNDIF Canadian Imperial Bank of Commerce | $11.6M | 71.0K | 3.22% | — |
| 7 | G GEV GE Vernova Inc | $11M | 9.4K | 3.07% | — |
| 8 | I IMO Imperial Oil Ltd | $10.8M | 68.1K | 3.01% | — |
| 9 | M MS-PP Morgan Stanley | $10.8M | 51.7K | 3.00% | — |
| 10 | C C-PR Citigroup Inc | $10.6M | 75.7K | 2.94% | — |
| 11 | O OILD Bank of Montreal | $10.6M | 42.5K | 2.94% | — |
| 12 | N NVDA NVIDIA Corp | $10.6M | 52.8K | 2.94% | — |
| 13 | B BSBR Banco Santander SA | $10.5M | 761.0K | 2.92% | — |
| 14 | C CSX CSX Corp | $10.1M | 213.4K | 2.82% | — |
| 15 | G GOOGN Alphabet Inc | $8.6M | 24.1K | 2.39% | — |
| 16 | C CP Canadian Pacific Kansas City Ltd | $8.5M | 69.2K | 2.36% | — |
| 17 | B BHPLF BHP Group Ltd | $7.8M | 93.8K | 2.17% | — |
| 18 | I IRM Iron Mountain Inc | $7.8M | 61.4K | 2.16% | — |
| 19 | A ASX ASE Technology Holding Co Ltd | $7.1M | 159.5K | 1.98% | — |
| 20 | G GS-PD Goldman Sachs Group Inc/The | $6.7M | 6.6K | 1.86% | — |
| 21 | L LLY Eli Lilly & Co | $6.4M | 5.3K | 1.78% | — |
| 22 | G GDHLF GDS Holdings Ltd | $5.3M | 175.8K | 1.47% | — |
| 23 | P PHIN Telkom Indonesia Persero Tbk PT | $5.1M | 382.0K | 1.43% | — |
| 24 | S STMEF STMicroelectronics NV | $4.4M | 58.1K | 1.21% | — |
| 25 | A AMZN Amazon.com Inc | $4M | 16.9K | 1.12% | — |
| 26 | Y YPF YPF SA | $3.9M | 86.2K | 1.09% | — |
| 27 | S SMFNF Sumitomo Mitsui Financial Group Inc | $3.4M | 143.6K | 0.94% | — |
| 28 | B BCLYF Barclays PLC | $3.1M | 113.6K | 0.85% | — |
| 29 | T TEVJF Teva Pharmaceutical Industries Ltd | $3M | 89.0K | 0.84% | — |
| 30 | A AAPL Apple Inc | $2.9M | 9.9K | 0.79% | — |
| 31 | ? N/A Banco Macro SA | $2.8M | 30.7K | 0.79% | — |
| 32 | B BVN Cia de Minas Buenaventura SAA | $2.5M | 84.6K | 0.69% | — |
| 33 | N NOKBF Nokia Oyj | $2.4M | 184.2K | 0.68% | — |
| 34 | T TSMWF Taiwan Semiconductor Manufacturing Co Ltd | $2.3M | 4.8K | 0.64% | — |
| 35 | S SON Sociedad Quimica y Minera de Chile SA | $2.1M | 29.0K | 0.60% | — |
| 36 | B BBDO Banco Bradesco SA | $2.1M | 629.6K | 0.59% | — |
| 37 | B BBVXF Banco Bilbao Vizcaya Argentaria SA | $2.1M | 84.2K | 0.59% | — |
| 38 | C CIB Grupo Cibest SA | $2M | 25.6K | 0.57% | — |
| 39 | S SITM SiTime Corp | $2M | 2.7K | 0.56% | — |
| 40 | R RBSPF NatWest Group PLC | $2M | 114.0K | 0.56% | — |
| 41 | H HGMCF Harmony Gold Mining Co Ltd | $1.9M | 125.4K | 0.53% | — |
| 42 | E EC Ecopetrol SA | $1.9M | 133.5K | 0.53% | — |
| 43 | M MBFJF Mitsubishi UFJ Financial Group Inc | $1.9M | 95.0K | 0.53% | — |
| 44 | A ARCXF ArcelorMittal SA | $1.9M | 30.9K | 0.52% | — |
| 45 | A ARGX Argenx SE | $1.8M | 1.9K | 0.50% | — |
| 46 | S SHG Shinhan Financial Group Co Ltd | $1.8M | 28.2K | 0.50% | — |
| 47 | S STT-PG State Street SPDR S&P Biotech ETF | $1.7M | 11.0K | 0.48% | — |
| 48 | U UBS UBS Group AG | $1.7M | 35.1K | 0.48% | — |
| 49 | N NONOF Novo Nordisk A/S | $1.7M | 34.7K | 0.46% | — |
| 50 | B BAIDF Baidu Inc | $1.7M | 14.5K | 0.46% | — |