Barometer Capital Management Inc. Top Holdings and 13F Report (2026) About Barometer Capital Management Inc.Investment ActivityBarometer Capital Management Inc. has $346.85 million in total holdings as of September 30, 2026.Barometer Capital Management Inc. owns shares of 140 different stocks, but just 57 companies or ETFs make up 80% of its holdings.Approximately 41.82% of the portfolio was purchased this quarter.About 37.40% of the portfolio was sold this quarter.This quarter, Barometer Capital Management Inc. has purchased 136 new stocks and bought additional shares in 31 stocks.Barometer Capital Management Inc. sold shares of 24 stocks and completely divested from 39 stocks this quarter.Largest Holdings NVIDIA $12,035,626Banco Santander $10,841,066Agnico Eagle Mines $10,089,278BHP Group $9,646,308Apple $9,638,598 Largest New Holdings this Quarter 008474108 - Agnico Eagle Mines $10,089,278 Holding92826C839 - Visa $9,342,580 Holding15135U109 - Cenovus Energy $8,961,771 Holding58933Y105 - Merck & Co., Inc. $7,970,689 Holding478160104 - Johnson & Johnson $6,618,500 Holding Largest Purchases this Quarter Agnico Eagle Mines 55,100 shares (about $10.09M)Suncor Energy 138,200 shares (about $9.37M)Visa 26,000 shares (about $9.34M)Cenovus Energy 288,300 shares (about $8.96M)Wheaton Precious Metals 64,300 shares (about $8.59M) Largest Sales this Quarter Caterpillar 15,950 shares (about $12.90M)Lam Research Corp 33,000 shares (about $10.84M)Howmet Aerospace 45,300 shares (about $10.25M)CSX 206,800 shares (about $9.62M)HudBay Minerals 359,800 shares (about $9.62M) Sector Allocation Over TimeMap of 500 Largest Holdings ofBarometer Capital Management Inc. Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorNVDANVIDIA$12,035,626$22,838 ▼-0.2%52,7003.5%TechnologySANBanco Santander$10,841,066$444,054 ▲4.3%793,4503.1%FinanceAEMAgnico Eagle Mines$10,089,278$10,089,278 ▲New Holding55,1002.9%MaterialsBHPBHP Group$9,646,308$1,688,316 ▲21.2%113,7002.8%MaterialsAAPLApple$9,638,598$6,351,691 ▲193.2%28,9432.8%TechnologySUSuncor Energy$9,534,732$9,370,644 ▲5,710.7%140,6202.7%EnergyVVisa$9,342,580$9,342,580 ▲New Holding26,0002.7%FinanceWPMWheaton Precious Metals$9,332,908$8,586,436 ▲1,150.3%69,8902.7%MaterialsCCitigroup$9,001,212$746,882 ▼-7.7%69,9002.6%FinanceCVECenovus Energy$8,961,771$8,961,771 ▲New Holding288,3002.6%EnergyRYRoyal Bank Of Canada$8,458,375$256,434 ▲3.1%42,8802.4%FinanceIMOImperial Oil$8,333,158$36,889 ▼-0.4%67,7702.4%EnergyMRKMerck & Co., Inc.$7,970,689$7,970,689 ▲New Holding54,8532.3%HealthcareLLYEli Lilly and Company$7,347,458$1,157,080 ▲18.7%6,3502.1%HealthcareCMCanadian Imperial Bank of Commerce$7,145,245$669,230 ▼-8.6%64,8832.1%FinanceASXASE Technology$7,091,3700.0%159,5002.0%TechnologyJNJJohnson & Johnson$6,618,500$6,618,500 ▲New Holding25,0001.9%HealthcareGOOGLAlphabet$6,417,780$1,877,645 ▼-22.6%18,6521.9%Communication ServicesTECKTeck Resources$6,392,826$6,392,826 ▲New Holding97,1001.8%MaterialsBMOBank Of Montreal$6,386,990$669,999 ▼-9.5%38,4651.8%FinanceCPCanadian Pacific Kansas City$6,105,987$212,901 ▲3.6%71,7001.8%IndustrialsCNQCanadian Natural Resources$5,836,153$5,836,153 ▲New Holding124,1001.7%EnergyMSFTMicrosoft$5,658,826$5,658,826 ▲New Holding11,0331.6%TechnologyMFCManulife Financial$5,526,284$5,526,284 ▲New Holding129,7001.6%FinanceKGCKinross Gold$5,234,654$4,757,462 ▲997.0%217,2001.5%MaterialsYPFYPF Sociedad Anónima$4,321,2060.0%86,2001.2%EnergySMFGSumitomo Mitsui Financial Group$3,720,6760.0%143,6001.1%FinanceTeva Pharmaceutical Industries Ltd$3,524,400$3,524,400 ▲New Holding89,0001.0%CommonSNOWSnowflake$3,361,644$3,361,644 ▲New Holding9,9001.0%TechnologyEDUNew Oriental Education & Technology Group$3,268,361$3,268,361 ▲New Holding58,9000.9%Consumer DiscretionarySTMSTMicroelectronics$3,100,2160.0%58,1000.9%TechnologyEATBrinker International$3,057,774$3,057,774 ▲New Holding15,8000.9%Consumer DiscretionaryBCSBarclays$2,757,0720.0%113,6000.8%FinanceBVNBuenaventura Mining$2,671,6680.0%84,6000.8%MaterialsTLKPT Telekomunikasi Indonesia, Tbk$2,668,575$2,201,925 ▼-45.2%209,3000.8%Communication ServicesSprott Physical Gold Trust$2,514,108$1,888,708 ▲302.0%80,4000.7%ETPVIVTelefonica Brasil$2,466,736$1,303,439 ▲112.0%216,5000.7%Communication ServicesVRTXVertex Pharmaceuticals$2,404,926$2,404,926 ▲New Holding4,6000.7%HealthcareGrupo Cibest SA$2,376,9600.0%25,6000.7%CommonBBVABanco Bilbao Vizcaya Argentaria$2,309,9340.0%84,2000.7%FinanceXBISPDR S&P Biotech ETF$2,309,854$575,374 ▲33.2%14,6490.7%ETFMUMicron Technology$2,276,848$2,276,848 ▲New Holding2,1380.7%TechnologyECEcopetrol$2,200,0800.0%133,5000.6%EnergyMUFGMitsubishi UFJ Financial Group$2,191,6500.0%95,0000.6%FinanceSHGShinhan Financial Group$2,190,2940.0%28,2000.6%FinanceTSMTaiwan Semiconductor Manufacturing$2,185,1500.0%4,7900.6%TechnologyBBDBanco Bradesco$2,171,9310.0%629,6000.6%FinanceHMYHarmony Gold Mining$2,162,1720.0%125,4000.6%MaterialsVODVodafone Group$2,109,190$122,740 ▲6.2%130,6000.6%Communication ServicesNWGNatWest Group$2,069,1000.0%114,0000.6%FinanceMTArcelorMittal$2,062,2660.0%30,9000.6%MaterialsBMAMacro Bank$2,054,7510.0%30,7000.6%FinanceSQMSociedad Quimica y Minera$1,881,2300.0%29,0000.5%MaterialsARGXargenex$1,869,8750.0%1,9500.5%HealthcareNOKNokia$1,860,5120.0%184,2000.5%TechnologyUBSUBS Group$1,785,623$96,260 ▲5.7%37,1000.5%FinanceUUnity Software$1,727,246$1,727,246 ▲New Holding42,2000.5%TechnologyPKXPOSCO$1,726,1460.0%30,6000.5%MaterialsSSLSasol$1,716,4440.0%124,2000.5%MaterialsAnglogold Ashanti Plc$1,653,520$1,653,520 ▲New Holding17,6000.5%CommonGMABGenmab A/S$1,619,6450.0%45,4000.5%HealthcareWDSWoodside Energy Group$1,587,3720.0%71,6000.5%EnergyRIORio Tinto$1,567,931$1,007,619 ▲179.8%16,6500.5%MaterialsVALEVale$1,554,219$1,554,219 ▲New Holding115,9000.4%MaterialsNICENiCE$1,502,1450.0%13,5000.4%TechnologyWFWoori Bank$1,420,1520.0%18,8000.4%FinanceGFIGold Fields$1,415,9040.0%39,2000.4%MaterialsEmbraer SA$1,325,632$203,364 ▼-13.3%17,6000.4%CommonNVONovo Nordisk A/S$1,315,4770.0%34,7000.4%HealthcareFMSFresenius Medical Care AG & Co. KGaA$1,302,5160.0%58,2000.4%HealthcareBIDUBaidu$1,261,7870.0%14,5250.4%Communication ServicesLakefront Biotherapeutics NV$1,209,7200.0%40,8000.3%CommonTVGrupo Televisa$1,207,7160.0%529,7000.3%Communication ServicesKBKB Financial Group$1,132,520$406,230 ▼-26.4%9,2000.3%FinanceJPMJPMorgan Chase & Co.$1,086,320$131,675 ▲13.8%3,3000.3%FinanceGDSGDS$1,074,312$4,415,922 ▼-80.4%34,4000.3%TechnologyLILi Auto$1,056,4800.0%93,0000.3%Consumer DiscretionaryUMCUnited Microelectronics$1,053,070$1,053,070 ▲New Holding43,0000.3%TechnologyHIMXHimax Technologies$1,031,331$1,031,331 ▲New Holding73,3000.3%TechnologyiShares Bitcoin Trust ETF$1,027,278$1,027,278 ▲New Holding21,7000.3%ETPHBMHudBay Minerals$1,022,365$9,616,913 ▼-90.4%38,2500.3%MaterialsMANHManhattan Associates$1,013,370$1,013,370 ▲New Holding5,1000.3%TechnologyHSBCHSBC$1,012,962$1,012,962 ▲New Holding10,2000.3%FinanceWPPWPP$1,008,180$113,905 ▲12.7%41,6000.3%Communication ServicesMSMorgan Stanley$994,529$8,674,088 ▼-89.7%5,3200.3%FinanceJDJD.com$992,1800.0%37,3000.3%Consumer DiscretionaryCRH PLC$972,9000.0%11,7500.3%CommonIXOrix Corp Ads$961,605$961,605 ▲New Holding25,5000.3%FinanceSprott Physical Silver Trust$949,866$316,467 ▲50.0%49,0380.3%ETPFUTUFutu$939,6750.0%8,5000.3%FinanceSIMOSilicon Motion Technology$921,089$921,089 ▲New Holding3,3000.3%TechnologyEWJiShares MSCI Japan ETF$916,124$497,046 ▲118.6%9,4000.3%ETFHWMHowmet Aerospace$911,732$10,245,959 ▼-91.8%4,0310.3%IndustrialsBABAAlibaba Group$903,3360.0%8,4000.3%Consumer DiscretionarySESEA$895,712$895,712 ▲New Holding9,2000.3%Consumer DiscretionaryCOPXGlobal X Copper Miners ETF$796,180$67,760 ▼-7.8%9,4000.2%ETFMNSOMINISO Group$792,4370.0%85,3000.2%Consumer DiscretionarySGDMSprott Gold Miners ETF$785,248$111,120 ▲16.5%10,6000.2%ETFARKGARK Genomic Revolution ETF$769,544$769,544 ▲New Holding14,1930.2%ETFSGDJSprott Junior Gold Miners ETF$751,655$88,430 ▲13.3%8,5000.2%ETFShowing largest 100 holdings. 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