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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 6 of 16  ·  307 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 LH LABCORP HOLDINGS INC Healthcare 1,430.0 $400K 0.21% $280.00 +19.7%
102 INTU INTUIT Technology 1,530.0 $399K 0.21% $261.00 +37.2%
103 OR OR ROYALTIES INC. Basic Materials 11,845.0 $375K 0.20% -1K -9.6% $31.70 +18.0%
104 GILD GILEAD SCIENCES INC Healthcare 2,940.0 $371K 0.20% -65.0 -2.2% $126.34 +15.3%
105 MKL MARKEL GROUP INC Financial Services 184.0 $359K 0.19% -42.0 -18.6% $1953.01 -6.9%
106 EPD ENTERPRISE PRODS PARTNERS L 9,225.0 $339K 0.18% $36.76
107 SHEL SHELL PLC Energy 4,170.0 $323K 0.17% $77.54 +17.2%
108 FISV FISERV INC Technology 6,305.0 $309K 0.16% +5K +279.1% $49.05 +8.4%
109 SHRT TIDAL TRUST I 49,127.0 $301K 0.16% +2K +5.1% $6.13 +7.7%
110 AAAU GOLDMAN SACHS PHYSICAL GOLD Financial Services 7,500.0 $297K 0.16% $39.57 +11.0%
111 SU SUNCOR ENERGY INC NEW Energy 5,200.0 $279K 0.15% $53.68 +21.9%
112 WFC WELLS FARGO & CO Financial Services 3,273.0 $270K 0.14% $82.64 +4.9%
113 PRF INVESCO EXCHANGE TRADED FD T 5,000.0 $270K 0.14% -310.0 -5.8% $54.03 +3.9%
114 PEP PEPSICO INC Consumer Defensive 1,916.0 $259K 0.14% $135.40 +4.2%
115 VFL ABRDN NATL MUN INCOME FD Financial Services 24,600.0 $256K 0.14% $10.39 -0.8%
116 CANADIAN PACIFIC KANSAS CITY 2,798.0 $243K 0.13% $86.84
117 OIH VANECK ETF TRUST 649.0 $241K 0.13% +362.0 +126.1% $372.03 +12.4%
118 XLE SELECT SECTOR SPDR TR 4,416.0 $235K 0.12% +646.0 +17.1% $53.11 +18.0%
119 CHRD CHORD ENERGY CORPORATION Energy 1,862.0 $213K 0.11% -4K -70.6% $114.30 +27.7%
120 BAC BANK OF AMER CORP Financial Services 3,694.0 $210K 0.11% $56.98 +9.4%
Page 6 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%