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Asset Manager ← All Institutions

BAROMETER CAPITAL MANAGEMENT INC.

Q2 2025 · Filed 2025-08-14
Market Value
$360M
+34.7%
Holdings
208
+9
New Purchases
66
Added To
56
Closed
35
Reduced
33
Top 10 Concentration
36.4%
Turnover
48.6%

Top Buys (by % of Portfolio)

SymbolCur %Prior %Chg %Value
SAN 4.05% 0.07% +3.98% $15M
GEV 3.86% 0.00% +3.86% $14M
IMO 3.27% 0.00% +3.27% $12M
NVDA 3.27% 0.00% +3.27% $12M
CCJ 3.25% 0.00% +3.25% $12M
NTR 3.10% 0.00% +3.10% $11M
DRI 2.90% 0.00% +2.90% $10M
GE 2.60% 0.00% +2.60% $9M
MSFT 2.51% 0.00% +2.51% $9M
RY 2.49% 0.00% +2.49% $9M
MS 2.10% 0.00% +2.10% $8M
STN 1.91% 0.00% +1.91% $7M
CSCO 1.81% 0.00% +1.81% $7M
RTX 1.81% 0.00% +1.81% $7M
CNQ 1.78% 0.00% +1.78% $6M

Top Sells (by % of Portfolio)

SymbolCur %Prior %Chg %Value
AEM 0.00% 8.82% -8.82% $0
KGC 0.58% 5.40% -4.82% $2M
ENB 0.83% 5.05% -4.23% $3M
PHYS 0.19% 4.10% -3.91% $692K
MFC 0.00% 3.73% -3.73% $0
WCN 0.00% 3.43% -3.43% $0
TRP 0.51% 3.70% -3.19% $2M
BKR 0.00% 2.52% -2.52% $0
AGI 0.00% 2.35% -2.35% $0
GS 0.00% 2.33% -2.33% $0
GFL 0.96% 2.92% -1.97% $3M
WPM 2.29% 3.97% -1.68% $8M
JPM 3.48% 4.80% -1.32% $13M
DE 0.00% 0.96% -0.96% $0
META 3.29% 4.23% -0.94% $12M

Sector Allocation Over Time

Market Cap Concentration

TierHoldingsValueWeight
Mega Cap 23 $122M 34.0%
Large Cap 104 $203M 56.3%
Mid Cap 49 $24M 6.7%
Small Cap 26 $10M 2.7%
Micro Cap 6 $955K 0.3%

Portfolio Analytics

Avg Market Cap
$130.2B
Median Market Cap
$19.0B
Avg P/E
22.9
Median P/E
16.7
Avg Dividend Yield
0.02%
Avg Beta
0.82
# Stocks
151
# ETFs / Funds
57

Top Holdings (208 total)

# Symbol % Port Shares Value Avg Price Q/Q Value Chg Share Chg Chg % Status
1 BMO 4.38% 105,572 $16M $149.33 $5M +23,850 +29.2%
2 HWM 4.30% 83,240 $15M $186.01 $3M -11,070 -11.7%
3 SAN 4.05% 1,757,483 $15M $8.30 $14M +1,727,790 +5818.9%
4 GEV 3.86% 26,261 $14M $528.92 +26,261 NEW
5 JPM 3.48% 43,400 $13M $288.52 -$305K -9,213 -17.5%
6 META 3.29% 16,043 $12M $738.09 $524K -3,593 -18.3%
7 IMO 3.27% 108,840 $12M $108.27 +108,840 NEW
8 NVDA 3.27% 74,577 $12M $157.99 +74,577 NEW
9 CCJ 3.25% 115,650 $12M $101.22 +115,650 NEW
10 EXE 3.21% 98,779 $12M $116.94 $4M +29,670 +42.9%
11 NTR 3.10% 140,540 $11M $79.35 +140,540 NEW
12 LNG 3.04% 45,051 $11M $243.00 $464K -351 -0.8%
13 DRI 2.90% 48,187 $10M $216.46 +48,187 NEW
14 V 2.87% 29,116 $10M $355.05 $1M +3,272 +12.7%
15 GE 2.60% 36,477 $9M $257.01 +36,477 NEW
16 MSFT 2.51% 18,179 $9M $497.41 +18,179 NEW
17 RY 2.49% 50,326 $9M $177.96 +50,326 NEW
18 WPM 2.29% 67,270 $8M $122.46 -$2M -27,880 -29.3%
19 MS 2.10% 53,977 $8M $139.89 +53,977 NEW
20 STN 1.91% 46,430 $7M $148.17 +46,430 NEW
21 CSCO 1.81% 94,600 $7M $68.97 +94,600 NEW
22 RTX 1.81% 44,647 $7M $146.02 +44,647 NEW
23 CNQ 1.78% 150,000 $6M $42.80 +150,000 NEW
24 AXON 1.56% 6,786 $6M $827.94 +6,786 NEW
25 NFLX 1.54% 4,128 $6M $1,339.13 $1M -241 -5.5%
26 ERJ 1.45% 91,920 $5M $56.91 $1M +8,940 +10.8%
27 SE 1.21% 27,290 $4M $159.94 $1M +1,560 +6.1%
28 CRWD 1.12% 7,913 $4M $509.31 +7,913 NEW
29 LRCX 1.03% 38,260 $4M $97.34 +38,260 NEW
30 U 0.99% 148,022 $4M $24.20 $682K
31 GFL 0.96% 50,250 $3M $68.72 -$4M -68,360 -57.6%
32 SITM 0.93% 15,710 $3M $213.08 +15,710 NEW
33 FCX 0.91% 76,100 $3M $43.21 +76,100 NEW
34 ENB 0.83% 48,295 $3M $61.75 -$11M -163,878 -77.2%
35 BSX 0.81% 27,050 $3M $107.41 -$908K -10,750 -28.4%
36 KGC 0.58% 98,550 $2M $21.26 -$12M -698,011 -87.6%
37 AVGO 0.57% 7,400 $2M $275.65 +7,400 NEW
38 TTWO 0.55% 8,100 $2M $242.85 +8,100 NEW
39 TLK 0.52% 110,200 $2M $16.94 +110,200 NEW
40 TRP 0.51% 27,500 $2M $66.48 -$8M -118,070 -81.1%
41 HBM 0.50% 123,500 $2M $14.45 +123,500 NEW
42 GDS 0.45% 52,600 $2M $30.57 $580K +12,000 +29.6%
43 CME 0.42% 5,517 $2M $275.62 +5,517 NEW
44 BN 0.41% 17,425 $1M $84.28 +17,425 NEW
45 WDS 0.32% 75,306 $1M $15.43 +75,306 NEW
46 HMY 0.30% 77,319 $1M $13.97 $140K +13,200 +20.6%
47 VRNA 0.29% 11,000 $1M $94.58 $494K +2,400 +27.9%
48 BCS 0.26% 50,265 $927K $18.44 $685K +34,500 +218.8%
49 SID 0.23% 221,359 $839K $3.79 $598K +76,900 +53.2%
50 XPEV 0.23% 46,600 $833K $17.88 $108K +11,600 +33.1%
51 ZLAB 0.23% 23,600 $825K $34.97 $200K +6,300 +36.4%
52 IBIT 0.23% 13,300 $814K $61.21 $608K +8,900 +202.3%
53 BVN 0.22% 49,122 $807K $16.42 -$996K -68,500 -58.2%
54 QFIN 0.22% 18,438 $799K $43.36 $110K +2,800 +17.9%
55 FNV 0.20% 3,235 $723K $223.57 -$18K -40 -1.2%
56 PHYS 0.19% 27,300 $692K $25.35 -$10M -428,370 -94.0%
57 PSLV 0.19% 56,300 $689K $12.24 -$473K -43,900 -43.8%
58 TME 0.19% 31,389 $687K $21.88 $479K +16,789 +115.0%
59 TSM 0.19% 3,003 $680K $226.49 $281K +600 +25.0%
60 SGDM 0.19% 14,900 $674K $45.24 +14,900 NEW
61 FUTU 0.19% 5,408 $668K $123.59 $181K +650 +13.7%
62 BBVA 0.18% 41,763 $642K $15.37 $160K +5,000 +13.6%
63 IHG 0.18% 5,548 $640K $115.34 $494K +4,200 +311.6%
64 BMA 0.17% 8,871 $619K $69.78 $17K +900 +11.3%
65 BBDO 0.17% 201,200 $609K $3.03 +201,200 NEW
66 SMFG 0.17% 39,554 $598K $15.11 $121K +8,700 +28.2%
67 HSBC 0.16% 9,480 $576K $60.79 $401K +6,400 +207.8%
68 IMTM 0.16% 12,600 $576K $45.69 +12,600 NEW
69 GDXJ 0.16% 8,500 $575K $67.59 $65K -400 -4.5%
70 COPX 0.16% 12,500 $562K $45.00 $297K +5,700 +83.8%
71 GFI 0.16% 23,746 $562K $23.67 $393K +16,100 +210.6%
72 EUAD 0.16% 13,000 $561K $43.15 $420K +8,800 +209.5%
73 XLI 0.16% 3,800 $561K $147.52 +3,800 NEW
74 ENIC 0.16% 153,902 $559K $3.63 $160K +31,900 +26.1%
75 MTUM 0.15% 2,300 $553K $240.32 +2,300 NEW
76 EWS 0.15% 20,800 $540K $25.98 +20,800 NEW
77 EWG 0.15% 12,500 $529K $42.31 $151K +2,300 +22.6%
78 XAR 0.15% 2,500 $527K $210.94 +2,500 NEW
79 IAI 0.15% 3,100 $524K $169.14 +3,100 NEW
80 FMS 0.15% 18,300 $523K $28.57 +18,300 NEW
81 SAP 0.14% 1,700 $517K $304.10 $224K +600 +54.5%
82 ARKW 0.14% 3,500 $517K $147.62 +3,500 NEW
83 EUFN 0.14% 15,950 $504K $31.63 -$186K -8,300 -34.2%
84 BIDU 0.14% 5,865 $503K $85.76 $138K +1,900 +47.9%
85 JOF 0.14% 52,100 $498K $9.55 $139K +9,400 +22.0%
86 UBS 0.14% 14,489 $490K $33.82 $90K +1,000 +7.4%
87 TDIV 0.14% 5,400 $487K $90.17 +5,400 NEW
88 EDU 0.13% 9,000 $486K $53.95 $160K +2,200 +32.4%
89 LKFT 0.13% 16,917 $474K $27.99 $134K +3,400 +25.1%
90 AIA 0.13% 5,800 $470K $81.06 $246K +2,700 +87.1%
91 COPJ 0.13% 19,000 $466K $24.52 $51K -1,500 -7.3%
92 URA 0.13% 12,000 $466K $38.81 +12,000 NEW
93 JD 0.13% 14,000 $457K $32.64 $58K +4,000 +40.0%
94 NLR 0.13% 4,100 $456K $111.18 +4,100 NEW
95 CIBR 0.13% 6,000 $453K $75.58 +6,000 NEW
96 GUNR 0.13% 11,300 $453K $40.11 +11,300 NEW
97 MUFG 0.13% 32,900 $451K $13.72 -$12K -1,100 -3.2%
98 ARGT 0.12% 5,300 $449K $84.73 $328K +3,800 +253.3%
99 SIL 0.12% 9,200 $443K $48.14 -$54K -3,400 -27.0%
100 VOD 0.12% 41,500 $442K $10.66 $135K +8,700 +26.5%

New Positions

SymbolValue% Port
GEV $14M 3.86%
IMO $12M 3.27%
NVDA $12M 3.27%
CCJ $12M 3.25%
NTR $11M 3.10%
DRI $10M 2.90%
GE $9M 2.60%
MSFT $9M 2.51%
RY $9M 2.49%
MS $8M 2.10%
STN $7M 1.91%
CSCO $7M 1.81%
RTX $7M 1.81%
CNQ $6M 1.78%
AXON $6M 1.56%

Sold Out Positions

SymbolValue% Port
AEM —%
GS —%
BBD —%
MFC —%
VIPS —%
PUK —%
SKM —%
DE —%
EQNR —%
AGI —%
PHG —%
RLX —%
CIB —%
JKS —%
WCN —%
View SEC EDGAR Filings for BAROMETER CAPITAL MANAGEMENT INC. →

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For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms