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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 5  ·  86 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 PBF PBF ENERGY INC Energy 218,311.0 $9.9M 5.24% -378K -63.4% $45.52 +56.6%
2 NBR NABORS INDUSTRIES LTD Energy 106,029.0 $8.9M 4.70% -19K -15.3% $84.01 +9.2%
3 VAL VALARIS LTD Energy 118,028.0 $8.6M 4.52% -51K -30.1% $72.60 +18.9%
4 CNC CENTENE CORP DEL Healthcare 81,352.0 $5.2M 2.75% -30K -26.9% $64.19 +0.9%
5 CRC CALIFORNIA RES CORP Energy 91,263.0 $4.8M 2.54% -3K -3.1% $52.87 -1.2%
6 VGIT VANGUARD SCOTTSDALE FDS 79,120.0 $4.7M 2.46% -15K -15.9% $58.98 -1.3%
7 NE NOBLE CORP PLC Energy 115,003.0 $4.3M 2.26% -59K -33.8% $37.30 +22.7%
8 DINO HF SINCLAIR CORP Energy 56,510.0 $3.9M 2.08% -2K -3.8% $69.65 +43.2%
9 VGSH VANGUARD SCOTTSDALE FDS 65,512.0 $3.8M 2.01% -40K -37.9% $58.20 -0.3%
10 ELV ELEVANCE HEALTH INC FORMERLY Healthcare 9,705.0 $3.8M 1.98% -159.0 -1.6% $386.73 +2.0%
11 NVO NOVO-NORDISK A S Healthcare 67,960.0 $3.3M 1.72% -2K -2.9% $47.94 -4.9%
12 SLB SLB LIMITED Energy 63,959.0 $3.0M 1.58% -8K -10.5% $46.78 +22.5%
13 TDW TIDEWATER INC NEW Energy 43,448.0 $2.9M 1.53% -4K -8.4% $66.63 +39.0%
14 FXY INVESCO CURRENCYSHARES Financial Services 49,144.0 $2.8M 1.46% -2K -3.8% $56.44 +1.4%
15 OIS OIL STS INTL INC Energy 335,818.0 $2.7M 1.42% -11K -3.2% $8.01 +7.5%
16 BTT BLACKROCK MUN TARGET TERM TR Financial Services 114,387.0 $2.6M 1.38% -6K -5.2% $22.80 -1.0%
17 GBIL GOLDMAN SACHS ETF TR 21,780.0 $2.2M 1.15% -4K -14.2% $100.16 -0.0%
18 NEM NEWMONT CORP Basic Materials 22,887.0 $2.1M 1.13% -834.0 -3.5% $93.40 +37.0%
19 HAL HALLIBURTON CO Energy 51,691.0 $1.8M 0.93% -1K -2.7% $33.95 +6.6%
20 JPM JPMORGAN CHASE & CO Financial Services 4,421.0 $1.4M 0.76% -40.0 -0.9% $327.33 +9.3%
Page 1 of 5  ·  86 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%