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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 13 of 16  ·  307 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
241 BP BP PLC Energy 360.0 $13K 0.01% -150.0 -29.4% $36.95 +15.6%
242 XES SPDR SERIES TRUST 115.0 $13K 0.01% $112.08 +8.3%
243 ABEV AMBEV SA Consumer Defensive 4,100.0 $13K 0.01% $3.14 -8.6%
244 VOO VANGUARD INDEX FDS 17.0 $12K 0.01% NEW $695.06 +1.3%
245 DHR DANAHER CORP DEL Healthcare 59.0 $11K 0.01% $190.88 +12.3%
246 DGII DIGI INTL INC Technology 150.0 $11K 0.01% $74.95 -0.8%
247 DFIV DIMENSIONAL ETF TRUST 200.0 $11K 0.01% $54.02 +7.3%
248 GIS GENERAL MILLS INC Consumer Defensive 308.0 $11K 0.01% -28.0 -8.3% $34.80 +19.7%
249 STZ CONSTELLATION BRANDS INC Consumer Defensive 75.0 $10K 0.01% $139.09 -6.1%
250 PATH UIPATH INC Technology 900.0 $10K 0.01% NEW $10.87 +70.6%
251 NTR NUTRIEN LTD Basic Materials 140.0 $9K 0.01% $63.50 +18.0%
252 CI THE CIGNA GROUP Healthcare 32.0 $9K 0.01% $275.69 +0.5%
253 GEF GREIF INC Consumer Cyclical 115.0 $9K 0.01% $75.11 +10.7%
254 BME BLACKROCK HEALTH SCIENCES TR Financial Services 200.0 $9K 0.01% -15K -98.7% $42.95 +5.9%
255 TOTALENERGIES SE 105.0 $8K 0.00% NEW $78.73
256 MO ALTRIA GROUP INC Consumer Defensive 100.0 $7K 0.00% $73.01 -5.4%
257 APA APA CORPORATION Energy 210.0 $7K 0.00% $32.57 +31.5%
258 MICC MAGNUM ICE CREAM CO NV Consumer Defensive 376.0 $7K 0.00% NEW $17.41 +17.6%
259 FMX FOMENTO ECONOMICO MEXICANO S Consumer Defensive 50.0 $6K 0.00% $127.90 -6.7%
260 FCNCA FIRST CTZNS BANCSHARES INC D Financial Services 3.0 $6K 0.00% -4.0 -57.1% $2080.67 +4.0%
Page 13 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%