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Portfolio (Quarterly) Guide ↗

Hara Capital LLC

· CIK 0002010015
13F Portfolio $190M AUM 307 positions Filed Aug 11, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q4 2025 · All 34 New 40 Added 86 Reduced 25 Exited
Page 1 of 2  ·  40 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 SOURCE CAPITAL 99,565.0 $4.6M 2.41% +9K +10.1% $45.97
2 LIBERTY CAP CORP 191,963.0 $4.1M 2.18% +143K +295.1% $21.56
3 MSFT MICROSOFT CORP Technology 10,854.0 $4.0M 2.13% +5K +99.5% $373.02 +37.7%
4 PYPL PAYPAL HLDGS INC Financial Services 82,713.0 $3.6M 1.88% +74K +821.8% $43.18 +24.3%
5 DTF DTF TAX-FREE INCOME 2028 TER Financial Services 307,689.0 $3.6M 1.87% +20K +6.8% $11.55 -0.0%
6 TSI TCW STRATEGIC INCOME FD INC Financial Services 755,114.0 $3.4M 1.80% +683K +945.7% $4.51 -2.2%
7 SEADRILL LTD 77,394.0 $2.9M 1.54% +26K +51.5% $37.82
8 BIL SPDR SERIES TRUST 24,176.0 $2.2M 1.17% +7K +43.8% $91.64 +0.0%
9 CMCSA COMCAST CORP NEW Communication Services 86,456.0 $2.1M 1.12% +44K +104.4% $24.55 +10.2%
10 SABA SABA CAPITAL INCOME & OPPORT Financial Services 251,358.0 $2.1M 1.11% +126K +101.2% $8.35 -1.0%
11 BDX BECTON DICKINSON & CO Healthcare 11,620.0 $1.8M 0.93% +8K +251.2% $151.33 +25.2%
12 TSM TAIWAN SEMICONDUCTOR MANUFAC Technology 3,400.0 $1.6M 0.86% +200.0 +6.2% $478.51 -12.7%
13 ALK ALASKA AIR GROUP INC Industrials 24,665.0 $1.3M 0.68% +1K +5.8% $52.20 -18.9%
14 VFVA VANGUARD WELLINGTON FD 8,575.0 $1.3M 0.67% +5K +172.6% $148.43 +9.2%
15 AMZN AMAZON COM INC Consumer Cyclical 5,150.0 $1.2M 0.65% +100.0 +2.0% $238.34 +11.8%
16 AMGN AMGEN INC Healthcare 2,507.0 $908K 0.48% +198.0 +8.6% $362.12 +19.4%
17 BIO BIO RAD LABS INC Healthcare 2,981.0 $875K 0.46% +178.0 +6.3% $293.61 +32.0%
18 DIS DISNEY WALT CO Communication Services 8,517.0 $826K 0.44% +55.0 +0.7% $97.00 +11.4%
19 POST POST HLDGS INC Consumer Defensive 9,007.0 $795K 0.42% +1K +15.5% $88.26 -3.3%
20 NICE NICE LTD Technology 7,532.0 $684K 0.36% +2K +36.3% $90.85 +19.8%
Page 1 of 2  ·  40 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
Energy 40.7%
Financial Services 18.4%
Healthcare 12.9%
Technology 10.9%
Basic Materials 5.1%
Industrials 4.4%
Communication Services 3.8%
Consumer Cyclical 2.1%
Consumer Defensive 1.5%
Real Estate 0.2%