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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 5 of 16  ·  307 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 GMO ETF TRUST 20,365.0 $560K 0.29% NEW $27.51
82 LOW LOWES COS INC Consumer Cyclical 2,540.0 $560K 0.29% $220.49 -5.6%
83 HD HOME DEPOT INC Consumer Cyclical 1,575.0 $555K 0.29% $352.68 -6.4%
84 ITW ILLINOIS TOOL WKS INC Industrials 2,035.0 $554K 0.29% $272.08 +2.9%
85 GOVT ISHARES TR 23,972.0 $546K 0.29% -21K -46.4% $22.78 -1.4%
86 GDX VANECK ETF TRUST 6,857.0 $517K 0.27% +220.0 +3.3% $75.45 +32.1%
87 ICE INTERCONTINENTAL EXCHANGE IN Financial Services 4,060.0 $500K 0.26% $123.11 +31.9%
88 CVX CHEVRON CORPORATION Energy 2,966.0 $492K 0.26% $165.76 +21.8%
89 GDXJ VANECK ETF TRUST 4,943.0 $486K 0.26% -140.0 -2.8% $98.25 +31.1%
90 COF CAPITAL ONE FINL CORP Financial Services 2,390.0 $479K 0.25% $200.62 +7.5%
91 BERKSHIRE HATHAWAY INC DEL 942.0 $471K 0.25% -50.0 -5.0% $500.39
92 TRIPLE FLAG PRECIOUS METAL 15,439.0 $463K 0.24% -650.0 -4.0% $29.97
93 EXPAND ENERGY CORPORATION 5,020.0 $458K 0.24% +2K +64.9% $91.19
94 TMO THERMO FISHER SCIENTIFIC INC Healthcare 910.0 $457K 0.24% $501.83 +24.0%
95 SLVR SPROTT FDS TR 8,899.0 $447K 0.24% -570.0 -6.0% $50.19 +25.8%
96 CTVA CORTEVA INC Basic Materials 5,206.0 $441K 0.23% $84.69 -0.9%
97 NG NOVAGOLD RESOURCES INC Basic Materials 72,547.0 $433K 0.23% +591.0 +0.8% $5.97 +46.6%
98 IVE ISHARES TR 1,835.0 $417K 0.22% -500.0 -21.4% $227.06 +4.5%
99 INTC INTEL CORP Technology 2,956.0 $413K 0.22% -1K -29.0% $139.63 -35.9%
100 COP CONOCOPHILLIPS Energy 3,940.0 $410K 0.22% -270.0 -6.4% $103.96 +25.4%
Page 5 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%