BAROMETER CAPITAL MANAGEMENT INC.

CIK
1536890
City
TORONTO
State / Country
A6

Top Portfolio Positions

86 positions · $243,403,930 total · as of Mar 31, 2026
Ticker Company Shares Value (USD) % of Portfolio
CAT
Caterpillar Inc
Industrials
16,532 $11,712,260 4.81%
HWM
Howmet Aerospace Inc.
Industrials
49,531 $11,414,914 4.69%
SU
Suncor Energy Inc
Energy
151,020 $9,983,932 4.10%
AGI
Alamos Gold Inc
Basic Materials
221,400 $9,836,802 4.04%
NTR
Nutrien Ltd.
Basic Materials
125,300 $9,455,138 3.88%
CP
Canadian Pacific Kansas City Ltd/Cn
Industrials
115,000 $9,045,900 3.72%
BG
Bunge Global SA
Consumer Defensive
70,700 $8,993,040 3.69%
IMO
Imperial Oil Ltd
Energy
65,870 $8,617,113 3.54%
RTX
RTX Corp
Industrials
41,390 $7,984,131 3.28%
CM
Canadian Imperial Bank Of Commerce /Can/
Financial Services
72,660 $6,884,535 2.83%

Portfolio Trend

25 quarters · across all stocks

Holdings in ASML

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Shares Held

Position Value (USD)

10 of 10 shown
Report Date Value (USD) Shares
2025-12-31 $540,589,559 505,290
2025-09-30 $156,830 162
2025-06-30 $129,825 162
2025-03-31 $107,346 162
2024-09-30 $134,986 162
2024-06-30 $165,682 162
2024-03-31 $409,538 422
2023-12-31 $113,538 150
2023-03-31 $5,684,609 8,351
2022-12-31 $1,472,548 2,695