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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 3 of 5  ·  86 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 IVE ISHARES TR 1,835.0 $417K 0.22% -500.0 -21.4% $227.06 +4.5%
42 INTC INTEL CORP Technology 2,956.0 $413K 0.22% -1K -29.0% $139.63 -35.9%
43 COP CONOCOPHILLIPS Energy 3,940.0 $410K 0.22% -270.0 -6.4% $103.96 +25.4%
44 OR OR ROYALTIES INC. Basic Materials 11,845.0 $375K 0.20% -1K -9.6% $31.70 +18.0%
45 GILD GILEAD SCIENCES INC Healthcare 2,940.0 $371K 0.20% -65.0 -2.2% $126.34 +15.3%
46 MKL MARKEL GROUP INC Financial Services 184.0 $359K 0.19% -42.0 -18.6% $1953.01 -6.9%
47 PRF INVESCO EXCHANGE TRADED FD T 5,000.0 $270K 0.14% -310.0 -5.8% $54.03 +3.9%
48 CHRD CHORD ENERGY CORPORATION Energy 1,862.0 $213K 0.11% -4K -70.6% $114.30 +27.7%
49 SGDM SPROTT ETF TRUST 3,050.0 $192K 0.10% -700.0 -18.7% $62.87 +31.9%
50 PH PARKER-HANNIFIN CORP Industrials 190.0 $186K 0.10% -90.0 -32.1% $978.12 +1.7%
51 VYM VANGUARD WHITEHALL FDS 1,056.0 $167K 0.09% -220.0 -17.2% $158.03 +3.9%
52 GVLU TIDAL TRUST I 6,310.0 $167K 0.09% -5K -44.2% $26.40 +10.5%
53 UNH UNITEDHEALTH GROUP INC Healthcare 344.0 $143K 0.07% -30.0 -8.0% $415.63 -5.5%
54 VTV VANGUARD INDEX FDS 615.0 $134K 0.07% -450.0 -42.2% $217.93 +3.4%
55 SCHY SCHWAB STRATEGIC TR 3,578.0 $114K 0.06% -462.0 -11.4% $31.73 +4.6%
56 MRK MERCK & CO INC Healthcare 852.0 $110K 0.06% -580.0 -40.5% $129.35 +14.6%
57 CEF SPROTT ASSET MANAGEMENT LP Financial Services 2,463.0 $99K 0.05% -775.0 -23.9% $40.23 +13.2%
58 ISHARES TR 4,215.0 $94K 0.05% -1K -26.0% $22.37
59 ISHARES TR 4,000.0 $87K 0.05% -832.0 -17.2% $21.65
60 FUND SPROTT FOCUS TR INC Financial Services 8,490.0 $80K 0.04% -24K -74.2% $9.48 +12.9%
Page 3 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%