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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 15 of 16  ·  307 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
281 UPS UNITED PARCEL SVCS INC Industrials 18.0 $2K 0.00% $107.50 -2.0%
282 AXP AMERICAN EXPRESS CO Financial Services 5.0 $2K 0.00% $338.20 -1.5%
283 VLTO VERALTO CORP Industrials 19.0 $2K 0.00% $88.79 +11.0%
284 VCIT VANGUARD SCOTTSDALE FDS 20.0 $2K 0.00% NEW $82.65 -1.8%
285 HLT HILTON WORLDWIDE HLDGS INC Consumer Cyclical 5.0 $2K 0.00% $330.40 -2.6%
286 BSX BOSTON SCIENTIFIC CORP Healthcare 37.0 $2K 0.00% $42.68 +9.8%
287 ROK ROCKWELL AUTOMATION INC Industrials 3.0 $1K 0.00% $495.00 -13.0%
288 BNDX VANGUARD CHARLOTTE FDS 30.0 $1K 0.00% NEW $48.43 -1.7%
289 CVS CVS HEALTH CORP Healthcare 14.0 $1K 0.00% $103.43 -10.0%
290 BK BANK OF NY MELLON CORP Financial Services 10.0 $1K 0.00% -750.0 -98.7% $144.60 -1.9%
291 ODFL OLD DOMINION FREIGHT LINE IN Industrials 5.0 $1K 0.00% $216.60 -8.3%
292 CL COLGATE PALMOLIVE CO Consumer Defensive 11.0 $1K 0.00% $91.64 -1.0%
293 ETX EATON VANCE MUN INCOME TERM Financial Services 44.0 $825.0 $18.75 -3.2%
294 VDC VANGUARD WORLD FD 3.0 $676.0 NEW $225.33 +2.2%
295 TEI TEMPLETON EMERGING MKTS INCO Financial Services 100.0 $674.0 $6.74 +0.4%
296 AVALANCHE TREAS CORP 1,250.0 $626.0 NEW $0.50
297 OGN ORGANON & CO Healthcare 45.0 $609.0 $13.53 +1.7%
298 PAGP PLAINS GP HLDGS L P Energy 25.0 $607.0 -625.0 -96.2% $24.28 +15.2%
299 AON AON PLC Financial Services 1.0 $332.0 $332.00 +7.0%
300 CHTR CHARTER COMMUNICATIONS INC Communication Services 2.0 $284.0 $142.00 +8.2%
Page 15 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%