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Portfolio (Quarterly) Guide ↗

Hara Capital LLC

· CIK 0002010015
13F Portfolio $180M AUM 298 positions Filed Jan 15, 2026 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 10 New 19 Added 62 Reduced 6 Exited
Page 2 of 4  ·  62 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 JNJ JOHNSON & JOHNSON COM Healthcare 5,037.0 $1.0M 0.58% -516.0 -9.3% $206.95 +12.0%
22 PTEN PATTERSON-UTI ENERGY INC COM Energy 170,238.0 $1.0M 0.58% -11K -5.9% $6.11 +101.0%
23 GOVT ISHARES U.S. TREASURY BOND ETF 44,752.0 $1.0M 0.57% -5K -10.9% $23.03 -1.7%
24 PAAS PAN AMERN SILVER CORP COM Basic Materials 19,065.0 $988K 0.55% -200.0 -1.0% $51.81 +5.8%
25 B BARRICK MNG CORP COM SHS Basic Materials 22,659.0 $987K 0.55% -8K -26.7% $43.55 -5.3%
26 HP HELMERICH & PAYNE INC COM Energy 33,031.0 $947K 0.53% -16K -32.8% $28.68 +38.1%
27 GMO INTERNATIONAL VALUE ETF 25,785.0 $866K 0.48% -230.0 -0.9% $33.58
28 BIO BIO RAD LABS INC CL A Healthcare 2,803.0 $849K 0.47% -452.0 -13.9% $302.99 -5.4%
29 NOV NOV INC COM Energy 48,376.0 $756K 0.42% -1K -2.6% $15.63 +33.5%
30 KW KENNEDY-WILSON HOLDINGS INC COM Real Estate 72,620.0 $711K 0.40% -7K -8.9% $9.79 +12.4%
31 BDX BECTON DICKINSON & CO COM Healthcare 3,309.0 $642K 0.36% -50.0 -1.5% $194.07 -24.6%
32 CHRD CHORD ENERGY CORPORATION COM NEW Energy 6,325.0 $586K 0.33% -158.0 -2.4% $92.70 +54.1%
33 GOOG ALPHABET INC CAP STK CL C Communication Services 1,855.0 $582K 0.32% -1K -42.1% $313.80 +22.2%
34 SLVR SPROTT SILVER MINERS & PHYSICAL SILVER ETF 9,469.0 $528K 0.29% -2K -15.8% $55.80 +7.8%
35 RMT ROYCE MICRO-CAP TR INC COM Financial Services 37,960.0 $396K 0.22% -1K -3.6% $10.43 +27.8%
36 EXPAND ENERGY CORPORATION COM 3,045.0 $336K 0.19% -100.0 -3.2% $110.36
37 FUND SPROTT FOCUS TR INC COM Financial Services 32,889.0 $285K 0.16% -12K -26.3% $8.68 +16.1%
38 SNY SANOFI SA SPONSORED ADR Healthcare 3,388.0 $164K 0.09% -90.0 -2.6% $48.46 -7.8%
39 CEF SPROTT ASSET MANAGEMENT LP PHYSICAL GOLD AN Financial Services 3,238.0 $148K 0.08% -2K -37.1% $45.80 +4.7%
40 ISHARES IBONDS DEC 2027 TERM TREASURY ETF 5,697.0 $128K 0.07% -2K -23.0% $22.47
Page 2 of 4  ·  62 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 46.1%
Financial Services 15.2%
Healthcare 13.0%
Technology 7.1%
Basic Materials 5.7%
Industrials 4.7%
Communication Services 3.6%
Consumer Cyclical 2.1%
Consumer Defensive 2.0%
Real Estate 0.5%