BAROMETER CAPITAL MANAGEMENT INC. Quant / Systematic

Location: Toronto, Ontario, Canada

CIK: 0001536890 · Show all filings

Period: Q2 2026 (← Previous)

Filing Date: Aug 12, 2026

Total Value: $360M (100.0% shares, 0.0% debt)

Holdings (136)

New Positions (48)

RY Royal Bank of Canada 3.4%
Value $12.14M Shares 41,580 Est. Cost $291.93 Unrealized
MS Morgan Stanley 3.0%
Value $10.81M Shares 51,720 Est. Cost $209.04 Unrealized
C Citigroup Inc 2.9%
Value $10.59M Shares 75,700 Est. Cost $139.96 Unrealized
CSX CSX Corp 2.8%
Value $10.14M Shares 213,400 Est. Cost $47.53 Unrealized
GOOGL Alphabet Inc 2.4%
Value $8.616M Shares 24,109 Est. Cost $357.37 Unrealized
BHP BHP Group Ltd 2.2%
Value $7.814M Shares 93,800 Est. Cost $83.31 Unrealized
IRM Iron Mountain Inc 2.2%
Value $7.755M Shares 61,400 Est. Cost $126.31 Unrealized
GS Goldman Sachs Group Inc/The 1.9%
Value $6.675M Shares 6,600 Est. Cost $1011.37 Unrealized
LLY Eli Lilly & Co 1.8%
Value $6.417M Shares 5,350 Est. Cost $1199.43 Unrealized
AMZN Amazon.com Inc 1.1%
Value $4.028M Shares 16,900 Est. Cost $238.34 Unrealized
AAPL Apple Inc 0.8%
Value $2.856M Shares 9,870 Est. Cost $289.36 Unrealized
NOK Nokia Oyj 0.7%
Value $2.434M Shares 184,200 Est. Cost $13.21 Unrealized
SITM SiTime Corp 0.6%
Value $2.013M Shares 2,700 Est. Cost $745.56 Unrealized
MT ArcelorMittal SA 0.5%
Value $1.861M Shares 30,900 Est. Cost $60.22 Unrealized
SHG Shinhan Financial Group Co Ltd 0.5%
Value $1.784M Shares 28,200 Est. Cost $63.25 Unrealized
NVO Novo Nordisk A/S 0.5%
Value $1.664M Shares 34,700 Est. Cost $47.94 Unrealized
SPHR Sphere Entertainment Co 0.4%
Value $1.54M Shares 8,900 Est. Cost $173.03 Unrealized
ASND Ascendis Pharma A/S 0.4%
Value $1.432M Shares 5,370 Est. Cost $266.72 Unrealized
Anglogold Ashanti Plc 0.4%
Value $1.424M Shares 17,600 Est. Cost $80.89 Unrealized
NICE Nice Ltd 0.3%
Value $1.226M Shares 13,500 Est. Cost $90.85 Unrealized
MNSO MINISO Group Holding Ltd 0.3%
Value $1.029M Shares 85,300 Est. Cost $12.06 Unrealized
MTB M&T Bank Corp 0.3%
Value $1.023M Shares 4,300 Est. Cost $238.01 Unrealized
JPM JPMorgan Chase & Co 0.3%
Value $945K Shares 2,900 Est. Cost $325.86 Unrealized
WPM Wheaton Precious Metals Corp 0.2%
Value $892K Shares 5,590 Est. Cost $159.54 Unrealized
PICK iShares MSCI Global Metals & Mining Producers ETF 0.2%
Value $791K Shares 13,600 Est. Cost $58.15 Unrealized
VEU Vanguard FTSE All-World ex-US ETF 0.2%
Value $779K Shares 9,300 Est. Cost $83.75 Unrealized
KBWB Invesco KBW Bank ETF 0.2%
Value $679K Shares 7,300 Est. Cost $92.98 Unrealized
IWM iShares Russell 2000 ETF 0.2%
Value $631K Shares 2,100 Est. Cost $300.45 Unrealized
PAVE Global X US Infrastructure Development ETF 0.2%
Value $625K Shares 10,600 Est. Cost $58.92 Unrealized
EWS iShares MSCI Singapore ETF 0.2%
Value $610K Shares 20,600 Est. Cost $29.61 Unrealized
EUFN iShares MSCI Europe Financials ETF 0.2%
Value $604K Shares 15,500 Est. Cost $38.99 Unrealized
PSCI Invesco S&P SmallCap Industrials ETF 0.2%
Value $595K Shares 3,200 Est. Cost $186.06 Unrealized
RDVY First Trust Rising Dividend Achievers ETF 0.2%
Value $584K Shares 7,200 Est. Cost $81.06 Unrealized
IYT iShares U.S. Transportation ETF 0.2%
Value $581K Shares 6,700 Est. Cost $86.75 Unrealized
XSVM Invesco S&P SmallCap Value with Momentum ETF 0.2%
Value $571K Shares 8,200 Est. Cost $69.59 Unrealized
SDVY First Trust SMID Cap Rising Dividend Achievers ETF 0.2%
Value $569K Shares 13,200 Est. Cost $43.14 Unrealized
SGDJ Sprott Junior Gold Miners ETF 0.2%
Value $566K Shares 7,500 Est. Cost $75.42 Unrealized
COPJ Sprott Junior Copper Miners ETF 0.1%
Value $463K Shares 11,700 Est. Cost $39.60 Unrealized
Bunge Global SA 0.1%
Value $438K Shares 4,100 Est. Cost $106.73 Unrealized
SLX VanEck Steel ETF 0.1%
Value $423K Shares 4,300 Est. Cost $98.41 Unrealized
EPU iShares MSCI Peru and Global Exposure ETF 0.1%
Value $384K Shares 4,600 Est. Cost $83.50 Unrealized
ARGT Global X MSCI Argentina ETF 0.1%
Value $365K Shares 4,000 Est. Cost $91.30 Unrealized
ROBO ROBO Global Robotics and Automation Index ETF 0.1%
Value $291K Shares 3,400 Est. Cost $85.66 Unrealized
EWW iShares MSCI Mexico ETF 0.1%
Value $286K Shares 3,800 Est. Cost $75.27 Unrealized
COLO Global X MSCI Colombia ETF 0.1%
Value $275K Shares 6,600 Est. Cost $41.65 Unrealized
XOP State Street SPDR S&P Oil & Gas Exploration & Production ETF 0.1%
Value $262K Shares 1,700 Est. Cost $154.26 Unrealized
UFO Procure Space ETF 0.1%
Value $228K Shares 4,500 Est. Cost $50.67 Unrealized
MDALF MDA Space Ltd 0.0%
Value $164K Shares 2,800 Est. Cost $58.54 Unrealized

Increased Positions (70)

LRCX Lam Research Corp 4.1%
Value $14.6M (+9802.6%) Shares 33,690 (+4782.6%) Est. Cost $426.07 Unrealized
HBM Hudbay Minerals Inc 3.7%
Value $13.33M (+1255.9%) Shares 398,050 (+1079.4%) Est. Cost $32.40 Unrealized
SAN Banco Santander SA 2.9%
Value $10.5M (+335.1%) Shares 760,950 (+251.3%) Est. Cost $12.77 Unrealized
GEV GE Vernova Inc 3.1%
Value $11.04M (+150.5%) Shares 9,400 (+86.1%) Est. Cost $767.16 Unrealized
NVDA NVIDIA Corp 2.9%
Value $10.56M (+70.6%) Shares 52,800 (+48.7%) Est. Cost $160.87 Unrealized
ASX ASE Technology Holding Co Ltd 2.0%
Value $7.125M (+137.3%) Shares 159,500 (+15.2%) Est. Cost $24.71 Unrealized
STM STMicroelectronics NV 1.2%
Value $4.351M (+149.9%) Shares 58,100 (+15.3%) Est. Cost $39.90 Unrealized
XBI State Street SPDR S&P Biotech ETF 0.5%
Value $1.741M (+325.9%) Shares 11,000 (+243.8%) Est. Cost $149.37 Unrealized
SBS Cia de Saneamento Basico do Estado de Sao Paulo SABESP 0.4%
Value $1.608M (+442.0%) Shares 278,250 (+472.2%) Est. Cost $7.13 Unrealized
TLK Telkom Indonesia Persero Tbk PT 1.4%
Value $5.13M (-19.6%) Shares 382,000 (+11.8%) Est. Cost $18.13 Unrealized
BCS Barclays PLC 0.8%
Value $3.051M (+66.7%) Shares 113,600 (+31.3%) Est. Cost $22.43 Unrealized
IMO Imperial Oil Ltd 3.0%
Value $10.84M (-9.7%) Shares 68,070 (+3.3%) Est. Cost $79.19 Unrealized
GDS GDS Holdings Ltd 1.5%
Value $5.279M (-17.3%) Shares 175,800 (+10.9%) Est. Cost $38.78 Unrealized
SMFG Sumitomo Mitsui Financial Group Inc 0.9%
Value $3.386M (+35.1%) Shares 143,600 (+13.2%) Est. Cost $20.20 Unrealized
TSM Taiwan Semiconductor Manufacturing Co Ltd 0.6%
Value $2.288M (+50.8%) Shares 4,790 (+6.7%) Est. Cost $346.69 Unrealized
FXZ First Trust Materials AlphaDEX Fund 0.3%
Value $977K (+313.6%) Shares 12,300 (+296.8%) Est. Cost $78.63 Unrealized
BMA Banco Macro SA 0.8%
Value $2.826M (+35.0%) Shares 30,700 (+12.9%) Est. Cost $64.89 Unrealized
NWG NatWest Group PLC 0.6%
Value $2.01M (+54.2%) Shares 114,000 (+30.3%) Est. Cost $15.32 Unrealized
ARGX Argenx SE 0.5%
Value $1.809M (+59.8%) Shares 1,950 (+25.8%) Est. Cost $770.77 Unrealized
TEVA Teva Pharmaceutical Industries Ltd 0.8%
Value $3.015M (+28.7%) Shares 89,000 (+14.4%) Est. Cost $30.59 Unrealized
UBS UBS Group AG 0.5%
Value $1.74M (+39.3%) Shares 35,100 (+7.0%) Est. Cost $45.82 Unrealized
BBVA Banco Bilbao Vizcaya Argentaria SA 0.6%
Value $2.11M (+27.8%) Shares 84,200 (+7.1%) Est. Cost $31.12 Unrealized
LI Li Auto Inc 0.3%
Value $1.092M (-29.5%) Shares 93,000 (+7.1%) Est. Cost $17.42 Unrealized
YPF YPF SA 1.1%
Value $3.92M (+12.9%) Shares 86,200 (+14.8%) Est. Cost $46.12 Unrealized
VIS Vanguard Industrials ETF 0.2%
Value $649K (+159.7%) Shares 1,800 (+125.0%) Est. Cost $338.98 Unrealized
MUFG Mitsubishi UFJ Financial Group Inc 0.5%
Value $1.89M (+25.5%) Shares 95,000 (+7.1%) Est. Cost $15.19 Unrealized
EC Ecopetrol SA 0.5%
Value $1.901M (+22.0%) Shares 133,500 (+22.5%) Est. Cost $14.14 Unrealized
CIB Grupo Cibest SA 0.6%
Value $2.033M (+16.9%) Shares 25,600 (+7.1%) Est. Cost $70.03 Unrealized
FUTU Futu Holdings Ltd 0.2%
Value $797K (-26.0%) Shares 8,500 (+6.3%) Est. Cost $106.95 Unrealized
DQ Daqo New Energy Corp 0.2%
Value $861K (-24.3%) Shares 64,300 (+20.2%) Est. Cost $13.19 Unrealized
FMS Fresenius Medical Care AG 0.4%
Value $1.316M (+26.3%) Shares 58,200 (+26.0%) Est. Cost $23.17 Unrealized
LU Lufax Holding Ltd 0.2%
Value $756K (-24.4%) Shares 572,800 (+7.1%) Est. Cost $1.85 Unrealized
GDXJ VanEck Junior Gold Miners ETF 0.2%
Value $580K (+61.0%) Shares 5,900 (+96.7%) Est. Cost $109.33 Unrealized
WDS Woodside Energy Group Ltd 0.4%
Value $1.383M (-13.3%) Shares 71,600 (+7.2%) Est. Cost $23.57 Unrealized
EEM iShares MSCI Emerging Markets ETF 0.1%
Value $438K (+88.0%) Shares 6,400 (+56.1%) Est. Cost $67.87 Unrealized
BABA Alibaba Group Holding Ltd 0.2%
Value $806K (-18.7%) Shares 8,400 (+6.3%) Est. Cost $104.12 Unrealized
PKX POSCO Holdings Inc 0.4%
Value $1.572M (+12.9%) Shares 30,600 (+28.6%) Est. Cost $56.91 Unrealized
EMBJ Embraer SA 0.4%
Value $1.291M (+15.1%) Shares 20,300 (+7.4%) Est. Cost $48.85 Unrealized
REMX VanEck Rare Earth and Strategic Metals ETF 0.1%
Value $319K (+113.0%) Shares 3,600 (+111.8%) Est. Cost $88.26 Unrealized
COPX Global X Copper Miners ETF 0.2%
Value $785K (+26.9%) Shares 10,200 (+25.9%) Est. Cost $223.12 Unrealized
KB KB Financial Group Inc 0.4%
Value $1.312M (+13.4%) Shares 12,500 (+7.8%) Est. Cost $83.74 Unrealized
HMY Harmony Gold Mining Co Ltd 0.5%
Value $1.907M (+8.1%) Shares 125,400 (+7.2%) Est. Cost $15.00 Unrealized
DAVA Endava PLC 0.1%
Value $327K (-30.4%) Shares 115,600 (+8.7%) Est. Cost $37.23 Unrealized
BIDU Baidu Inc 0.5%
Value $1.66M (+9.4%) Shares 14,525 (+6.6%) Est. Cost $78.36 Unrealized
BBD Banco Bradesco SA 0.6%
Value $2.141M (+6.4%) Shares 629,600 (+12.2%) Est. Cost $3.56 Unrealized
ILF iShares Latin America 40 ETF 0.2%
Value $550K (+29.1%) Shares 16,300 (+35.8%) Est. Cost $22.83 Unrealized
BVN Cia de Minas Buenaventura SAA 0.7%
Value $2.478M (-4.6%) Shares 84,600 (+14.0%) Est. Cost $29.77 Unrealized
TV Grupo Televisa SAB 0.4%
Value $1.435M (+9.2%) Shares 529,700 (+17.2%) Est. Cost $2.88 Unrealized
GMAB Genmab A/S 0.3%
Value $1.247M (+9.6%) Shares 45,400 (+7.1%) Est. Cost $26.64 Unrealized
SID Cia Siderurgica Nacional SA 0.1%
Value $363K (-21.9%) Shares 396,900 (+5.9%) Est. Cost $1.26 Unrealized
VOD Vodafone Group PLC 0.5%
Value $1.627M (-5.7%) Shares 123,000 (+7.1%) Est. Cost $14.90 Unrealized
CRH CRH PLC 0.3%
Value $1.257M (+8.2%) Shares 11,750 (+6.3%) Est. Cost $115.07 Unrealized
WF Woori Financial Group Inc 0.3%
Value $1.079M (-7.9%) Shares 18,800 (+6.8%) Est. Cost $66.01 Unrealized
KEP Korea Electric Power Corp 0.3%
Value $928K (-9.0%) Shares 76,700 (+7.1%) Est. Cost $13.52 Unrealized
CSAN Cosan SA 0.2%
Value $616K (-12.8%) Shares 214,000 (+24.7%) Est. Cost $3.91 Unrealized
SGDM Sprott Gold Miners ETF 0.2%
Value $572K (-12.9%) Shares 9,100 (+4.6%) Est. Cost $74.94 Unrealized
GLPG Lakefront Biotherapeutics NV 0.3%
Value $1.223M (+7.0%) Shares 40,800 (+7.1%) Est. Cost $29.43 Unrealized
JD JD.com Inc 0.3%
Value $950K (+9.1%) Shares 37,300 (+22.3%) Est. Cost $27.84 Unrealized
CRTO Criteo SA 0.2%
Value $879K (+9.2%) Shares 48,100 (+7.1%) Est. Cost $5.94 Unrealized
SIL Global X Silver Miners ETF 0.2%
Value $558K (-11.6%) Shares 7,200 (+2.9%) Est. Cost $35.51 Unrealized
PHYS Sprott Physical Gold Trust 0.2%
Value $603K (-10.4%) Shares 20,000 (+5.3%) Est. Cost $35.18 Unrealized
SSL Sasol Ltd 0.3%
Value $1.22M (-4.9%) Shares 124,200 (+25.5%) Est. Cost $10.77 Unrealized
VIV Telefonica Brasil SA 0.4%
Value $1.338M (+4.8%) Shares 102,100 (+26.8%) Est. Cost $15.28 Unrealized
WIT Wipro Ltd 0.2%
Value $542K (+12.2%) Shares 243,600 (+6.9%) Est. Cost $2.13 Unrealized
SQM Sociedad Quimica y Minera de Chile SA 0.6%
Value $2.147M (+2.8%) Shares 29,000 (+12.4%) Est. Cost $80.18 Unrealized
WPP WPP PLC 0.2%
Value $572K (+6.9%) Shares 36,900 (+7.3%) Est. Cost $15.55 Unrealized
EWZ iShares MSCI Brazil ETF 0.1%
Value $404K (-5.3%) Shares 11,700 (+5.4%) Est. Cost $38.19 Unrealized
SAP SAP SE 0.1%
Value $501K (-2.4%) Shares 3,250 (+6.6%) Est. Cost $15.00 Unrealized
RELX RELX PLC 0.2%
Value $599K (+1.4%) Shares 18,900 (+6.2%) Est. Cost $19.20 Unrealized
PSLV Sprott Physical Silver Trust 0.2%
Value $617K (-0.4%) Shares 32,700 (+28.7%) Est. Cost $23.16 Unrealized

Exited Positions (26)

NTR Nutrien Ltd 3.7%
Value $13.16M Shares 125,300 Est. Cost $68.11 Unrealized
AEM Agnico Eagle Mines Ltd 2.6%
Value $9.318M Shares 33,000 Est. Cost $152.67 Unrealized
BG Bunge Global SA 2.5%
Value $8.993M Shares 70,700 Est. Cost $112.04 Unrealized
CNQ Canadian Natural Resources Ltd 2.4%
Value $8.631M Shares 127,200 Est. Cost $37.20 Unrealized
RTX RTX Corp 2.2%
Value $7.984M Shares 41,390 Est. Cost $174.52 Unrealized
ENB Enbridge Inc 2.0%
Value $7.369M Shares 97,800 Est. Cost $48.03 Unrealized
GD General Dynamics Corp 1.3%
Value $4.611M Shares 13,497 Est. Cost $354.49 Unrealized
CDDRF Headwater Exploration Inc 1.2%
Value $4.217M Shares 328,200 Est. Cost $7.91 Unrealized
MFC Manulife Financial Corp 1.0%
Value $3.532M Shares 73,700 Est. Cost $37.10 Unrealized
BWXT BWX Technologies Inc 0.8%
Value $2.822M Shares 13,800 Est. Cost $202.99 Unrealized
AU Anglogold Ashanti Plc 0.7%
Value $2.346M Shares 24,100 Est. Cost $72.71 Unrealized
CCJ Cameco Corp 0.5%
Value $1.933M Shares 12,800 Est. Cost $78.44 Unrealized
VALE Vale SA 0.4%
Value $1.546M Shares 97,200 Est. Cost $15.91 Unrealized
SE Sea Ltd 0.4%
Value $1.499M Shares 18,100 Est. Cost $94.15 Unrealized
ZLAB Zai Lab Ltd 0.3%
Value $1.251M Shares 66,500 Est. Cost $18.81 Unrealized
ASND Ascendis Pharma A/S 0.3%
Value $954K Shares 4,170 Est. Cost $121.54 Unrealized
TME Tencent Music Entertainment Group 0.2%
Value $745K Shares 82,400 Est. Cost $9.04 Unrealized
GCOW Pacer Global Cash Cows Dividend ETF 0.2%
Value $647K Shares 14,000 Est. Cost $46.24 Unrealized
OIH VanEck Oil Services ETF 0.2%
Value $647K Shares 1,600 Est. Cost $404.21 Unrealized
MOO VanEck Agribusiness ETF 0.2%
Value $625K Shares 7,400 Est. Cost $84.50 Unrealized
ICOW Pacer Developed Markets International Cash Cows 100 ETF 0.2%
Value $598K Shares 14,100 Est. Cost $42.44 Unrealized
XES State Street SPDR S&P Oil & Gas Equipment & Services ETF 0.2%
Value $593K Shares 5,100 Est. Cost $116.33 Unrealized
TAN Invesco Solar ETF 0.1%
Value $479K Shares 8,600 Est. Cost $55.71 Unrealized
NU NU Holdings Ltd/Cayman Islands 0.1%
Value $310K Shares 21,600 Est. Cost $17.34 Unrealized
KBE State Street SPDR S&P Bank ETF 0.1%
Value $238K Shares 4,000 Est. Cost $59.55 Unrealized
EWT iShares MSCI Taiwan ETF 0.0%
Value $177K Shares 2,500 Est. Cost $170.66 Unrealized

Decreased Positions (16)

SU Suncor Energy Inc 0.1%
Value $185K (-98.7%) Shares 2,420 (-98.4%) Est. Cost $51.81 Unrealized
AGI Alamos Gold Inc 0.0%
Value $133K (-99.0%) Shares 3,100 (-98.6%) Est. Cost $42.28 Unrealized
KGC Kinross Gold Corp 0.2%
Value $665K (-88.2%) Shares 19,800 (-85.1%) Est. Cost $32.82 Unrealized
CP Canadian Pacific Kansas City Ltd 2.4%
Value $8.509M (-32.4%) Shares 69,200 (-39.8%) Est. Cost $77.24 Unrealized
BMO Bank of Montreal 2.9%
Value $10.58M (+27.2%) Shares 42,500 (-4.5%) Est. Cost $98.43 Unrealized
CM Canadian Imperial Bank of Commerce 3.2%
Value $11.59M (+21.0%) Shares 70,960 (-2.3%) Est. Cost $86.50 Unrealized
RIO Rio Tinto PLC 0.2%
Value $565K (-72.0%) Shares 5,950 (-72.5%) Est. Cost $93.29 Unrealized
GFI Gold Fields Ltd 0.4%
Value $1.317M (-33.0%) Shares 39,200 (-9.5%) Est. Cost $95.53 Unrealized
EWP iShares MSCI Spain ETF 0.1%
Value $285K (-41.7%) Shares 4,800 (-46.7%) Est. Cost $78.27 Unrealized
ASHR Xtrackers Harvest CSI 300 China A-Shares ETF 0.1%
Value $253K (-44.2%) Shares 6,900 (-50.4%) Est. Cost $32.64 Unrealized
SILJ Amplify Junior Silver Miners ETF 0.1%
Value $498K (-21.4%) Shares 19,200 (-9.9%) Est. Cost $29.72 Unrealized
PIE Invesco Dorsey Wright Emerging Markets Momentum ETF 0.1%
Value $468K (-22.2%) Shares 14,000 (-39.4%) Est. Cost $26.03 Unrealized
DXJ WisdomTree Japan Hedged Equity Fund 0.1%
Value $538K (-10.7%) Shares 3,100 (-18.4%) Est. Cost $158.58 Unrealized
XMMO Invesco S&P MidCap Momentum ET 0.1%
Value $289K (-16.9%) Shares 1,700 (-29.2%) Est. Cost $145.02 Unrealized
EWJ iShares MSCI Japan ETF 0.1%
Value $401K (+7.9%) Shares 4,300 (-2.3%) Est. Cost $82.52 Unrealized
GRID First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund 0.1%
Value $345K (-4.1%) Shares 1,800 (-18.2%) Est. Cost $163.58 Unrealized

Unchanged Positions (2)