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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 14 of 16  ·  307 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
261 BND VANGUARD BD INDEX FDS 81.0 $6K 0.00% NEW $73.41 -1.5%
262 ADBE ADOBE INC Technology 28.0 $6K 0.00% $205.04 +42.2%
263 MOS MOSAIC CO Basic Materials 270.0 $6K 0.00% $21.19 +11.4%
264 VTI VANGUARD INDEX FDS 15.0 $6K 0.00% NEW $370.07 +2.5%
265 OKLO OKLO INC Utilities 100.0 $5K 0.00% $52.33 -23.3%
266 SPSM SPDR SERIES TRUST 77.0 $4K 0.00% NEW $57.68 -1.9%
267 WFG WEST FRASER TIMBER CO LTD Basic Materials 65.0 $4K 0.00% $68.02 -0.5%
268 OMC OMNICOM GROUP INC Communication Services 58.0 $4K 0.00% $73.64 +19.9%
269 FLJP FRANKLIN TEMPLETON ETF TR 100.0 $4K 0.00% $39.92 +2.3%
270 VRTX VERTEX PHARMACEUTICALS INC Healthcare 8.0 $4K 0.00% $496.75 +9.0%
271 AZN ASTRAZENECA PLC Healthcare 20.0 $4K 0.00% NEW $189.60 -14.2%
272 BUNGE GLOBAL SA 35.0 $4K 0.00% $106.74
273 VEA VANGUARD TAX-MANAGED FDS 47.0 $3K 0.00% NEW $71.26 +2.5%
274 SCHD SCHWAB STRATEGIC TR 97.0 $3K 0.00% NEW $31.68 +10.2%
275 PM PHILIP MORRIS INTL INC Consumer Defensive 15.0 $3K 0.00% $182.40 +5.2%
276 IDXX IDEXX LABS INC Healthcare 5.0 $3K 0.00% $526.40 +5.4%
277 HDB HDFC BANK LTD Financial Services 100.0 $3K 0.00% $25.83 -10.6%
278 ZM ZOOM COMMUNICATIONS INC Technology 28.0 $2K 0.00% -73.0 -72.3% $86.32 +14.0%
279 SOUTH BOW CORP 63.0 $2K 0.00% $35.75
280 SO SOUTHERN CO Utilities 22.0 $2K 0.00% $95.73 -7.8%
Page 14 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%