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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 11 of 16  ·  307 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
201 PULS PGIM ETF TR 734.0 $36K 0.02% $49.72 -0.4%
202 MDLZ MONDELEZ INTL INC Consumer Defensive 625.0 $36K 0.02% $58.34 +6.4%
203 PPG PPG INDS INC Basic Materials 300.0 $36K 0.02% $121.29 -7.5%
204 SYK STRYKER CORPORATION Healthcare 115.0 $36K 0.02% $315.72 +2.6%
205 SHW SHERWIN WILLIAMS CO Basic Materials 105.0 $36K 0.02% $344.32 -1.6%
206 SWKS SKYWORKS SOLUTIONS INC Technology 520.0 $35K 0.02% $67.80 -1.2%
207 ZTS ZOETIS INC Healthcare 485.0 $35K 0.02% $71.86 +7.3%
208 GOEX GLOBAL X FDS 480.0 $33K 0.02% $69.22 +31.6%
209 RMT ROYCE MICRO-CAP TR INC Financial Services 2,240.0 $33K 0.02% -36K -94.1% $14.64 -4.4%
210 EXPD EXPEDITORS INTL WASH INC Industrials 200.0 $33K 0.02% $162.98 +16.4%
211 GD GENERAL DYNAMICS CORP Industrials 85.0 $30K 0.02% $354.24 +4.8%
212 KHC KRAFT HEINZ CO Consumer Defensive 1,240.0 $29K 0.01% $23.62 +8.7%
213 VWO VANGUARD INTL EQUITY INDEX F 480.0 $29K 0.01% NEW $59.69 +1.4%
214 IBM INTERNATIONAL BUSINESS MACHS Technology 100.0 $28K 0.01% $281.21 -16.8%
215 FTRE FORTREA HLDGS INC Healthcare 1,430.0 $25K 0.01% $17.40 +5.6%
216 OXY OCCIDENTAL PETE CORP Energy 505.0 $25K 0.01% $48.83 +23.2%
217 IWS ISHARES TR 148.0 $24K 0.01% $164.60 +3.1%
218 KO COCA COLA CO Consumer Defensive 291.0 $24K 0.01% -32.0 -9.9% $81.86 +8.3%
219 SOLS SOLSTICE ADVANCED MATLS INC Basic Materials 257.0 $23K 0.01% NEW $88.60 -28.4%
220 AMT AMERICAN TOWER CORP Real Estate 135.0 $22K 0.01% $165.36 +6.3%
Page 11 of 16  ·  307 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%