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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 5  ·  86 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 AAPL APPLE INC Technology 4,360.0 $1.3M 0.67% -6K -56.1% $289.36 +10.5%
22 PTEN PATTERSON-UTI ENERGY INC Energy 128,654.0 $1.2M 0.62% -42K -24.4% $9.18 +35.4%
23 CNQ CANADIAN NAT RES LTD MED TER Energy 29,559.0 $1.2M 0.62% -6K -16.9% $39.94 +22.7%
24 JOF JAPAN SMALLER CAPITALIZATION Financial Services 98,764.0 $1.2M 0.61% -14K -12.6% $11.78 +7.2%
25 TIPZ PIMCO ETF TR 21,174.0 $1.1M 0.58% -3K -14.1% $52.32 -2.4%
26 HP HELMERICH & PAYNE INC Energy 26,837.0 $879K 0.46% -6K -18.8% $32.74 +30.0%
27 PAAS PAN AMERN SILVER CORP Basic Materials 18,793.0 $842K 0.44% -272.0 -1.4% $44.79 +18.0%
28 LBRT LIBERTY ENERGY INC Energy 31,598.0 $828K 0.44% -951.0 -2.9% $26.19 -27.4%
29 COST COSTCO WHOLESALE CORPORATION Consumer Defensive 868.0 $812K 0.43% -800.0 -48.0% $935.47 +1.1%
30 GMO ETF TRUST 21,360.0 $804K 0.42% -4K -17.2% $37.63
31 B BARRICK MNG CORP Basic Materials 21,214.0 $779K 0.41% -1K -6.4% $36.73 +24.3%
32 NOV NOV INC Energy 39,668.0 $736K 0.39% -9K -18.0% $18.55 +13.2%
33 FCX FREEPORT MCMORAN INC Basic Materials 11,305.0 $711K 0.38% -200.0 -1.7% $62.89 +21.6%
34 BCHI GMO ETF TRUST 15,999.0 $636K 0.34% -2K -12.6% $39.75 -32.8%
35 GOOG ALPHABET INC 1,795.0 $634K 0.34% -60.0 -3.2% $353.33
36 GOVT ISHARES TR 23,972.0 $546K 0.29% -21K -46.4% $22.78 -1.4%
37 GDXJ VANECK ETF TRUST 4,943.0 $486K 0.26% -140.0 -2.8% $98.25 +31.1%
38 BERKSHIRE HATHAWAY INC DEL 942.0 $471K 0.25% -50.0 -5.0% $500.39
39 TRIPLE FLAG PRECIOUS METAL 15,439.0 $463K 0.24% -650.0 -4.0% $29.97
40 SLVR SPROTT FDS TR 8,899.0 $447K 0.24% -570.0 -6.0% $50.19 +25.8%
Page 2 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%