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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 11 of 15  ·  298 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
201 SWKS SKYWORKS SOLUTIONS INC COM Technology 520.0 $33K 0.02% $63.41 +17.3%
202 HPE HEWLETT PACKARD ENTERPRISE CO COM Technology 1,309.0 $31K 0.02% $24.02 +41.4%
203 PXF INVESCO RAFI DEVELOPED MARKETS EX-U.S. ETF 477.0 $31K 0.02% $65.55 +17.2%
204 PPG PPG INDS INC COM Basic Materials 300.0 $31K 0.02% $102.46 +1.9%
205 KHC KRAFT HEINZ CO COM Consumer Defensive 1,240.0 $30K 0.02% -460.0 -27.1% $24.25 -2.9%
206 EXPD EXPEDITORS INTL WASH INC COM Industrials 200.0 $30K 0.02% $149.01 +5.5%
207 IBM INTERNATIONAL BUSINESS MACHS COM Technology 100.0 $30K 0.02% $296.21 -14.6%
208 GD GENERAL DYNAMICS CORP COM Industrials 85.0 $29K 0.02% $336.66 +0.6%
209 FSM FORTUNA MNG CORP COM NEW Basic Materials 2,700.0 $26K 0.01% $9.81 -4.0%
210 SII SPROTT INC COM NEW Financial Services 270.0 $26K 0.01% $97.92 +29.9%
211 DVN DEVON ENERGY CORP NEW COM Energy 700.0 $26K 0.01% $36.63 +28.6%
212 GAP GAP INC COM Consumer Cyclical 1,000.0 $26K 0.01% $25.60 -9.5%
213 FTRE FORTREA HLDGS INC COMMON STOCK Healthcare 1,430.0 $25K 0.01% $17.25 -23.8%
214 AMT AMERICAN TOWER CORP NEW COM Real Estate 135.0 $24K 0.01% $175.57 +4.7%
215 BROOKFIELD ASSET MANAGMT LTD CL A LMT VTG SHS 451.0 $24K 0.01% $52.39
216 KO COCA COLA CO COM Consumer Defensive 323.0 $23K 0.01% $69.91 +16.1%
217 IWS ISHARES RUSSELL MID-CAP VALUE ETF 148.0 $21K 0.01% $141.05 +11.7%
218 OXY OCCIDENTAL PETE CORP COM Energy 505.0 $21K 0.01% $41.12 +43.1%
219 PPLT ABRDN PHYSICAL PLATINUM SHARES ETF Financial Services 108.0 $20K 0.01% $186.43 -90.4%
220 RIO RIO TINTO PLC SPONSORED ADR Basic Materials 238.0 $19K 0.01% $80.03 +29.1%
Page 11 of 15  ·  298 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%