Barometer Capital Management Inc. Top Holdings and 13F Report (2024) About Barometer Capital Management Inc.Investment ActivityBarometer Capital Management Inc. has $346.68 million in total holdings as of September 30, 2024.Barometer Capital Management Inc. owns shares of 161 different stocks, but just 31 companies or ETFs make up 80% of its holdings.Approximately 47.92% of the portfolio was purchased this quarter.About 27.82% of the portfolio was sold this quarter.This quarter, Barometer Capital Management Inc. has purchased 173 new stocks and bought additional shares in 30 stocks.Barometer Capital Management Inc. sold shares of 22 stocks and completely divested from 49 stocks this quarter.Largest Holdings Canadian Imperial Bank of Commerce $18,961,918Agnico Eagle Mines $17,462,833Thomson Reuters $14,655,736Imperial Oil $14,112,172Broadcom $13,315,965 Largest New Holdings this Quarter Canadian Imperial Bank of Commerce $18,961,918 HoldingThomson Reuters $14,655,736 HoldingImperial Oil $14,112,172 HoldingGeneral Electric $11,551,468 HoldingKinross Gold $11,376,393 Holding Largest Purchases this Quarter Canadian Imperial Bank of Commerce 228,567 shares (about $18.96M)Thomson Reuters 63,530 shares (about $14.66M)Imperial Oil 148,315 shares (about $14.11M)Broadcom 69,612 shares (about $12.01M)General Electric 61,255 shares (about $11.55M) Largest Sales this Quarter Freeport-McMoRan 124,590 shares (about $6.20M)Bank of Nova Scotia 11,619 shares (about $843.86K)VanEck Gold Miners ETF 7,200 shares (about $286.70K)First Trust Water ETF 2,000 shares (about $218.66K)VanEck Junior Gold Miners ETF 3,800 shares (about $185.48K) Sector Allocation Over TimeMap of 500 Largest Holdings ofBarometer Capital Management Inc. Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorCMCanadian Imperial Bank of Commerce$18,961,918$18,961,918 ▲New Holding228,5675.5%FinanceAEMAgnico Eagle Mines$17,462,833$2,385,242 ▲15.8%160,2835.0%Basic MaterialsTRIThomson Reuters$14,655,736$14,655,736 ▲New Holding63,5304.2%Business ServicesIMOImperial Oil$14,112,172$14,112,172 ▲New Holding148,3154.1%Oils/EnergyAVGOBroadcom$13,315,965$12,008,070 ▲918.1%77,1943.8%Computer and TechnologyMSFTMicrosoft$12,784,643$906,642 ▲7.6%29,7113.7%Computer and TechnologyLLYEli Lilly and Company$12,661,854$175,416 ▼-1.4%14,2923.7%MedicalCOSTCostco Wholesale$11,996,411$579,900 ▲5.1%13,5503.5%Retail/WholesaleMETAMeta Platforms$11,994,335$577,020 ▲5.1%20,9533.5%Computer and TechnologyGEGeneral Electric$11,551,468$11,551,468 ▲New Holding61,2553.3%TransportationPGRProgressive$11,441,601$587,985 ▲5.4%45,1063.3%FinanceKGCKinross Gold$11,376,393$11,376,393 ▲New Holding897,9003.3%Basic MaterialsPBAPembina Pipeline$11,286,030$11,286,030 ▲New Holding202,4403.3%Oils/EnergyJPMJPMorgan Chase & Co.$11,180,235$511,784 ▲4.8%53,3473.2%FinanceAAPLApple$11,080,476$10,942,692 ▲7,941.9%47,6083.2%Computer and TechnologyRGAReinsurance Group of America$9,341,430$153,868 ▲1.7%43,0442.7%FinanceNEENextEra Energy$7,949,201$5,917 ▼-0.1%94,0402.3%UtilitiesGDGeneral Dynamics$7,258,325$1,939,243 ▲36.5%24,1342.1%AerospaceSPGSimon Property Group$5,991,759$270,432 ▲4.7%35,4501.7%FinanceIBMInternational Business Machines$5,624,170$5,624,170 ▲New Holding25,6401.6%Computer and TechnologyMFCManulife Financial$5,542,880$519,690 ▲10.3%138,6761.6%FinanceHWMHowmet Aerospace$5,305,422$878,560 ▲19.8%52,9601.5%AerospaceENBEnbridge$4,752,530$4,752,530 ▲New Holding86,5041.4%Oils/EnergyBWXTBWX Technologies$4,737,472$322,078 ▲7.3%43,5831.4%Computer and TechnologyMSIMotorola Solutions$4,202,242$651,514 ▲18.3%9,3461.2%Computer and TechnologyWCNWaste Connections$4,196,892$3,190,565 ▲317.1%17,3911.2%Business ServicesGSThe Goldman Sachs Group$3,981,675$279,242 ▲7.5%8,0421.1%FinanceABBVAbbVie$3,918,312$3,918,312 ▲New Holding20,0001.1%MedicalTECKTeck Resources$3,904,555$3,904,555 ▲New Holding55,2741.1%Basic MaterialsUUnity Software$3,574,4580.0%158,0221.0%Computer and TechnologySOSouthern$3,501,689$1,009,114 ▲40.5%38,8301.0%UtilitiesTAT&T$3,004,966$3,004,966 ▲New Holding138,3400.9%Computer and TechnologyVVisa$2,830,726$2,830,726 ▲New Holding10,3150.8%Business ServicesCPBCampbell Soup$2,414,469$2,414,469 ▲New Holding49,7400.7%Consumer DefensiveBACBank of America$2,408,576$267,840 ▲12.5%60,7000.7%FinanceAGIAlamos Gold$2,189,418$2,008,853 ▲1,112.5%81,2400.6%Basic MaterialsPMPhilip Morris International$2,181,558$2,181,558 ▲New Holding17,9700.6%Consumer StaplesUBERUber Technologies$2,037,588$2,037,588 ▲New Holding27,1100.6%Computer and TechnologyACGLArch Capital Group$1,988,108$1,988,108 ▲New Holding17,7700.6%FinanceERJEmbraer$1,973,646$1,701,297 ▲624.7%55,8000.6%AerospaceCRCrane$1,827,343$60,938 ▲3.4%11,5450.5%IndustrialsREGNRegeneron Pharmaceuticals$1,627,320$1,627,320 ▲New Holding1,5480.5%MedicalFCXFreeport-McMoRan$1,254,121$6,200,434 ▼-83.2%25,2000.4%Basic MaterialsiShares Bitcoin Trust ETF$1,185,064$162,585 ▲15.9%32,8000.3%ETPSprott Physical Gold Trust$1,183,059$126,356 ▲12.0%58,0500.3%ETPRACEFerrari$1,043,174$1,043,174 ▲New Holding2,2190.3%Auto/Tires/TrucksNVSNovartis$1,035,180$1,035,180 ▲New Holding9,0000.3%MedicalCOPXGlobal X Copper Miners ETF$865,041$217,442 ▲33.6%18,3000.2%ETFKCESPDR S&P Capital Markets ETF$842,940$87,416 ▼-9.4%6,7500.2%ETFKIESPDR S&P Insurance ETF$813,228$85,125 ▼-9.5%14,3300.2%ETFPPAInvesco Aerospace & Defense ETF$812,838$57,485 ▼-6.6%7,0700.2%ETFSprott Physical Silver Trust$805,695$81,510 ▼-9.2%77,1000.2%ETPXLBMaterials Select Sector SPDR Fund$771,040$57,828 ▲8.1%8,0000.2%ETFGDXVanEck Gold Miners ETF$766,535$286,704 ▼-27.2%19,2500.2%ETFVISVanguard Industrials ETF$752,903$104,028 ▼-12.1%2,8950.2%ETFRDVYFirst Trust NASDAQ Rising Dividend Achievers$735,388$165,788 ▼-18.4%12,4200.2%ManufacturingXMMOInvesco S&P MidCap Momentum ETF$734,013$180,495 ▲32.6%6,1000.2%ETFXMESPDR S&P Metals & Mining ETF$732,780$89,208 ▼-10.9%11,5000.2%ETFPAVEGlobal X U.S. Infrastructure Development ETF$718,242$718,242 ▲New Holding17,4500.2%ETFGDXJVanEck Junior Gold Miners ETF$712,626$185,478 ▼-20.7%14,6000.2%ETFEWJiShares MSCI Japan ETF$706,100$706,100 ▲New Holding9,8700.2%ETFAmplify Junior Silver Miners ETF$688,326$134,056 ▼-16.3%53,4000.2%ETPEPIWisdomTree India Earnings Fund$686,256$45,414 ▼-6.2%13,6000.2%FinanceSDVYFirst Trust SMID Cap Rising Dividend Archievers ETF$669,392$123,692 ▼-15.6%18,4000.2%ETFFXRFirst Trust Industrials/Producer Durables AlphaDEX Fund$659,112$659,112 ▲New Holding8,7000.2%ETFGDSGDS$607,9200.0%29,8000.2%Business ServicesGGALGrupo Financiero Galicia$571,7510.0%13,5840.2%FinanceARGTGlobal X MSCI Argentina ETF$550,290$106,080 ▲23.9%8,3000.2%ETFURAGlobal X Uranium ETF$514,980$128,745 ▼-20.0%18,0000.1%ETFBMABanco Macro$506,1590.0%7,9710.1%FinanceFIWFirst Trust Water ETF$502,918$218,660 ▼-30.3%4,6000.1%ETFBNSBank of Nova Scotia$473,169$843,860 ▼-64.1%6,5150.1%FinanceBABAAlibaba Group$456,7400.0%4,3040.1%Retail/WholesaleEVXVanEck Environmental Services ETF$451,164$108,279 ▼-19.4%2,5000.1%ETFHarmony Gold Mining Co Ltd$402,797$402,797 ▲New Holding39,8190.1%CommonPKWInvesco BuyBack Achievers ETF$400,820$400,820 ▲New Holding3,5000.1%ETFTCOMTrip.com Group$399,786$29,715 ▼-6.9%6,7270.1%Consumer DiscretionaryBILIBilibili$390,4460.0%16,7000.1%Computer and TechnologyMOMOHello Group$389,6620.0%51,2040.1%Computer and TechnologyCPCanadian Pacific Kansas City$373,614$373,614 ▲New Holding3,2300.1%TransportationYMMFull Truck Alliance$373,1670.0%41,4170.1%Business ServicesSMFGSumitomo Mitsui Financial Group$366,9520.0%29,0540.1%FinanceMFGMizuho Financial Group$348,0770.0%83,2720.1%FinancePSOPearson$336,6850.0%24,8110.1%Consumer DiscretionaryUBSUBS Group$336,5790.0%10,8890.1%FinanceVRNAVerona Pharma$327,9780.0%11,4000.1%MedicalBIDUBaidu$322,7140.0%3,0650.1%Computer and TechnologyBBVABanco Bilbao Vizcaya Argentaria$321,3580.0%30,5630.1%FinanceXPEVXPeng$311,8080.0%25,6000.1%Auto/Tires/TrucksSESEA$311,1240.0%3,3000.1%Computer and TechnologyPHGKoninklijke Philips$310,382$9,358 ▲3.1%9,4860.1%MedicalGLPGGalapagos$308,542$37,427 ▲13.8%10,7170.1%MedicalJKSJinkoSolar$305,1040.0%11,3760.1%Oils/EnergyZLABZai Lab$301,7500.0%12,5000.1%MedicalTIMBTIM$300,2130.0%17,4340.1%Computer and TechnologyJDJD.com$292,0000.0%7,3000.1%Retail/WholesaleTTETotalEnergies$290,0790.0%4,4890.1%Oils/EnergyGFIGold Fields$278,5410.0%18,1460.1%Basic MaterialsSIDCompanhia Siderúrgica Nacional$273,079$273,079 ▲New Holding114,2590.1%Basic MaterialsBNTXBioNTech$268,4200.0%2,2600.1%MedicalShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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