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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 2 of 16  ·  307 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 FXY INVESCO CURRENCYSHARES Financial Services 49,144.0 $2.8M 1.46% -2K -3.8% $56.44 +1.4%
22 OIS OIL STS INTL INC Energy 335,818.0 $2.7M 1.42% -11K -3.2% $8.01 +7.5%
23 GOOGL ALPHABET INC Communication Services 7,460.0 $2.7M 1.41% $357.37 -3.0%
24 BTT BLACKROCK MUN TARGET TERM TR Financial Services 114,387.0 $2.6M 1.38% -6K -5.2% $22.80 -1.0%
25 DXC DXC TECHNOLOGY CO Technology 261,893.0 $2.3M 1.22% NEW $8.85 +26.7%
26 BIL SPDR SERIES TRUST 24,176.0 $2.2M 1.17% +7K +43.8% $91.64 +0.0%
27 GBIL GOLDMAN SACHS ETF TR 21,780.0 $2.2M 1.15% -4K -14.2% $100.16 -0.0%
28 NEM NEWMONT CORP Basic Materials 22,887.0 $2.1M 1.13% -834.0 -3.5% $93.40 +37.0%
29 CMCSA COMCAST CORP NEW Communication Services 86,456.0 $2.1M 1.12% +44K +104.4% $24.55 +10.2%
30 SABA SABA CAPITAL INCOME & OPPORT Financial Services 251,358.0 $2.1M 1.11% +126K +101.2% $8.35 -1.0%
31 BDX BECTON DICKINSON & CO Healthcare 11,620.0 $1.8M 0.93% +8K +251.2% $151.33 +25.2%
32 HAL HALLIBURTON CO Energy 51,691.0 $1.8M 0.93% -1K -2.7% $33.95 +6.6%
33 TSM TAIWAN SEMICONDUCTOR MANUFAC Technology 3,400.0 $1.6M 0.86% +200.0 +6.2% $478.51 -12.7%
34 NTGR NETGEAR INC Technology 62,340.0 $1.5M 0.77% NEW $23.35 -9.7%
35 JPM JPMORGAN CHASE & CO Financial Services 4,421.0 $1.4M 0.76% -40.0 -0.9% $327.33 +9.3%
36 IMO IMPERIAL OIL LTD Energy 12,330.0 $1.4M 0.73% $112.63 +15.9%
37 ADI ANALOG DEVICES INC Technology 3,456.0 $1.4M 0.72% $397.17 -8.9%
38 ALK ALASKA AIR GROUP INC Industrials 24,665.0 $1.3M 0.68% +1K +5.8% $52.20 -18.9%
39 VFVA VANGUARD WELLINGTON FD 8,575.0 $1.3M 0.67% +5K +172.6% $148.43 +9.2%
40 AAPL APPLE INC Technology 4,360.0 $1.3M 0.67% -6K -56.1% $289.36 +10.5%
Page 2 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%