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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  ·  34 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 DXC DXC TECHNOLOGY CO Technology 261,893.0 $2.3M 1.22% NEW $8.85 +27.3%
2 NTGR NETGEAR INC Technology 62,340.0 $1.5M 0.77% NEW $23.35 -10.1%
3 KD KYNDRYL HLDGS INC Technology 89,373.0 $1.0M 0.53% NEW $11.31 +18.6%
4 VBF INVESCO BD FD Financial Services 61,453.0 $932K 0.49% NEW $15.16 -3.3%
5 NEXT NEXTDECADE CORP Energy 105,730.0 $797K 0.42% NEW $7.54 +0.1%
6 SATS ECHOSTAR CORP Technology 5,842.0 $593K 0.31% NEW $101.50 -14.3%
7 GMO ETF TRUST 20,365.0 $560K 0.29% NEW $27.51
8 SBUX STARBUCKS CORP Consumer Cyclical 1,800.0 $184K 0.10% NEW $102.19 +4.2%
9 HYI WESTERN ASSET HIGH YIELD OPP Financial Services 16,900.0 $180K 0.10% NEW $10.63 -2.7%
10 RYN RAYONIER INC Real Estate 8,142.0 $173K 0.09% NEW $21.28 -3.7%
11 WAT WATERS CORP Healthcare 403.0 $151K 0.08% NEW $375.04 +9.8%
12 HONEYWELL INTL INC 525.0 $118K 0.06% NEW $223.90
13 HONEYWELL AEROSPACE INC 525.0 $116K 0.06% NEW $221.08
14 META META PLATFORMS INC Communication Services 152.0 $86K 0.04% NEW $563.29 +1.5%
15 VSNT VERSANT MEDIA GROUP INC Industrials 2,068.0 $74K 0.04% NEW $36.01 +14.4%
16 NVDA NVIDIA CORPORATION Technology 200.0 $40K 0.02% NEW $200.09 +9.8%
17 VWO VANGUARD INTL EQUITY INDEX F 480.0 $29K 0.01% NEW $59.69 +1.4%
18 SOLS SOLSTICE ADVANCED MATLS INC Basic Materials 257.0 $23K 0.01% NEW $88.60 -29.1%
19 VANGUARD WELLESLEY INCOME FD 300.0 $20K 0.01% NEW $68.32
20 CDE COEUR MNG INC Basic Materials 991.0 $16K 0.01% NEW $16.32 +26.9%
Page 1 of 2  ·  34 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%