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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 2 of 15  ·  298 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 TDW TIDEWATER INC NEW COM Energy 47,415.0 $2.4M 1.33% $50.51 +67.4%
22 NEM NEWMONT CORP COM Basic Materials 23,721.0 $2.4M 1.32% -275.0 -1.1% $99.85 +8.5%
23 OIS OIL STS INTL INC COM Energy 346,839.0 $2.3M 1.31% -5K -1.4% $6.77 +31.2%
24 GOOGL ALPHABET INC CAP STK CL A Communication Services 7,460.0 $2.3M 1.30% $313.00 +23.9%
25 GCI LIBERTY INC COM SER C 48,586.0 $1.8M 1.01% NEW $37.21
26 SEADRILL LTD COM 51,084.0 $1.8M 0.98% +17K +51.5% $34.60
27 BIL STATE STREET SPDR BLOOMBERG 1-3 MONTH T-BILL ETF 16,814.0 $1.5M 0.85% +2K +16.9% $91.38 +0.2%
28 HAL HALLIBURTON CO COM Energy 53,101.0 $1.5M 0.83% -6K -10.9% $28.26 +48.5%
29 COST COSTCO WHSL CORP NEW COM Consumer Defensive 1,668.0 $1.4M 0.80% -9.0 -0.5% $862.34 +21.8%
30 JPM JPMORGAN CHASE & CO. COM Financial Services 4,461.0 $1.4M 0.80% -50.0 -1.1% $322.22 -6.0%
31 TIPZ PIMCO BROAD U.S. TIPS INDEX ETF 24,637.0 $1.3M 0.72% -4K -15.4% $52.57 +0.2%
32 CMCSA COMCAST CORP NEW CL A Communication Services 42,302.0 $1.3M 0.70% +34K +421.9% $29.89 -16.1%
33 JOF JAPAN SMALLER CAPITALIZATION F COM Financial Services 113,014.0 $1.3M 0.70% -15K -12.0% $11.08 +4.2%
34 CNQ CANADIAN NAT RES LTD COM Energy 35,559.0 $1.2M 0.68% -900.0 -2.5% $34.29 +42.0%
35 ALK ALASKA AIR GROUP INC COM Industrials 23,301.0 $1.2M 0.65% NEW $50.30 -18.3%
36 AMZN AMAZON COM INC COM Consumer Cyclical 5,050.0 $1.2M 0.65% $230.82 +16.3%
37 IMO IMPERIAL OIL LTD COM NEW Energy 12,330.0 $1.1M 0.60% $86.83 +54.2%
38 JNJ JOHNSON & JOHNSON COM Healthcare 5,037.0 $1.0M 0.58% -516.0 -9.3% $206.95 +12.0%
39 PTEN PATTERSON-UTI ENERGY INC COM Energy 170,238.0 $1.0M 0.58% -11K -5.9% $6.11 +101.0%
40 SABA SABA CAPITAL INCOME & OPPORTUN COM NEW Financial Services 124,911.0 $1.0M 0.57% +48K +62.1% $8.25 +2.2%
Page 2 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%