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Portfolio (Quarterly) Guide ↗

BAROMETER CAPITAL MANAGEMENT INC.

· CIK 0001536890
13F Portfolio $292.2B AUM 114 positions Filed May 12, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 54 New 35 Added 25 Reduced 71 Exited
Page 3 of 3  ·  54 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 WPP WPP PLC Communication Services 34,400.0 $535K 0.18% NEW $15.55 +10.8%
42 WIT Wipro Ltd Technology 227,800.0 $483K 0.17% NEW $2.12 -12.7%
43 TAN Invesco Solar ETF 8,600.0 $479K 0.16% NEW $55.71 +16.6%
44 ASHR Xtrackers Harvest CSI 300 China A-Shares ETF 13,900.0 $454K 0.15% NEW $32.64 +8.7%
45 EWZ iShares MSCI Brazil ETF 11,100.0 $426K 0.15% NEW $38.39 -5.6%
46 XBI State Street SPDR S&P Biotech ETF 3,200.0 $409K 0.14% NEW $127.73 +2.3%
47 GDXJ VanEck Junior Gold Miners ETF 3,000.0 $360K 0.12% NEW $120.04 -3.1%
48 GRID First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund 2,200.0 $360K 0.12% NEW $163.58 +17.2%
49 XMMO Invesco S&P MidCap Momentum ET 2,400.0 $348K 0.12% NEW $145.02 +13.0%
50 NU NU Holdings Ltd/Cayman Islands Financial Services 21,600.0 $310K 0.11% NEW $14.37 -10.0%
51 VIS Vanguard Industrials ETF 800.0 $250K 0.09% NEW $312.22 +7.1%
52 KBE State Street SPDR S&P Bank ETF 4,000.0 $238K 0.08% NEW $59.55 +3.6%
53 FXZ First Trust Materials AlphaDEX Fund 3,100.0 $236K 0.08% NEW $76.21 +3.0%
54 REMX VanEck Rare Earth and Strategic Metals ETF 1,700.0 $150K 0.05% NEW $88.00 +9.7%
Page 3 of 3  ·  54 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Basic Materials 23.6%
Energy 20.8%
Financial Services 17.0%
Industrials 16.1%
Technology 8.8%
Communication Services 6.1%
Healthcare 3.3%
Utilities 2.3%
Consumer Cyclical 2.0%