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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 2 of 2  ·  40 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 FIS FIDELITY NATL INFORMATION SV Technology 16,356.0 $636K 0.34% +16K +9354.3% $38.88 +6.6%
22 GDX VANECK ETF TRUST 6,857.0 $517K 0.27% +220.0 +3.3% $75.45 +32.1%
23 EXPAND ENERGY CORPORATION 5,020.0 $458K 0.24% +2K +64.9% $91.19
24 NG NOVAGOLD RESOURCES INC Basic Materials 72,547.0 $433K 0.23% +591.0 +0.8% $5.97 +46.6%
25 FISV FISERV INC Technology 6,305.0 $309K 0.16% +5K +279.1% $49.05 +8.4%
26 SHRT TIDAL TRUST I 49,127.0 $301K 0.16% +2K +5.1% $6.13 +7.7%
27 OIH VANECK ETF TRUST 649.0 $241K 0.13% +362.0 +126.1% $372.03 +12.4%
28 XLE SELECT SECTOR SPDR TR 4,416.0 $235K 0.12% +646.0 +17.1% $53.11 +18.0%
29 SBSW SIBANYE STILLWATER LTD Basic Materials 16,111.0 $137K 0.07% +10K +172.5% $8.49 +42.4%
30 DVN DEVON ENERGY CORP NEW Energy 2,651.0 $110K 0.06% +2K +278.7% $41.32 +14.6%
31 WHR WHIRLPOOL CORP Consumer Cyclical 2,246.0 $89K 0.05% +2K +307.6% $39.42 +4.4%
32 IQVIA HLDGS INC 440.0 $85K 0.04% +100.0 +29.4% $193.22
33 DEO DIAGEO PLC Consumer Defensive 1,050.0 $84K 0.04% +150.0 +16.7% $80.38 +15.7%
34 BKNG BOOKING HOLDINGS INC Consumer Cyclical 450.0 $80K 0.04% +432.0 +2400.0% $178.24 +15.4%
35 VCSH VANGUARD SCOTTSDALE FDS 844.0 $67K 0.04% +829.0 +5526.7% $79.03 -0.7%
36 NKE NIKE INC Consumer Cyclical 1,600.0 $66K 0.04% +900.0 +128.6% $41.23 -4.0%
37 LEVI LEVI STRAUSS & CO NEW Consumer Cyclical 1,955.0 $49K 0.03% +1K +128.7% $24.83 -14.3%
38 VDE VANGUARD WORLD FD 126.0 $19K 0.01% +2.0 +1.6% $150.04 +17.7%
39 T AT&T INC Communication Services 774.0 $16K 0.01% +10.0 +1.3% $20.69 +25.7%
40 PPLT ABRDN PLATINUM ETF TRUST Financial Services 1,080.0 $15K 0.01% +972.0 +900.0% $14.13 +16.7%
Page 2 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%