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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 2 of 2  ·  25 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 EWP iShares MSCI Spain ETF 9,000.0 $489K 0.17% -136K -93.8% $54.31 +2.4%
22 ILF iShares Latin America 40 ETF 12,000.0 $426K 0.15% -51K -81.0% $35.52 -3.0%
23 EEM iShares MSCI Emerging Markets ETF 4,100.0 $233K 0.08% -8K -65.5% $56.79 +14.6%
24 EWT iShares MSCI Taiwan ETF 2,500.0 $177K 0.06% -46K -94.9% $70.92 +28.7%
25 LRCX Lam Research Corp Technology 690.0 $147K 0.05% -3K -81.8% $213.66 +40.0%
Page 2 of 2  ·  25 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%