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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 9 of 16  ·  307 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 IQVIA HLDGS INC 440.0 $85K 0.04% +100.0 +29.4% $193.22
162 DEO DIAGEO PLC Consumer Defensive 1,050.0 $84K 0.04% +150.0 +16.7% $80.38 +15.1%
163 FUND SPROTT FOCUS TR INC Financial Services 8,490.0 $80K 0.04% -24K -74.2% $9.48 +14.0%
164 BKNG BOOKING HOLDINGS INC Consumer Cyclical 450.0 $80K 0.04% +432.0 +2400.0% $178.24 +13.2%
165 BMY BRISTOL-MYERS SQUIBB CO Healthcare 1,360.0 $78K 0.04% -550.0 -28.8% $57.62 +15.4%
166 LLY ELI LILLY & CO Healthcare 65.0 $78K 0.04% $1199.43 -3.8%
167 MRSH MARSH & MCLENNAN COS INC Financial Services 453.0 $76K 0.04% $166.67 +14.5%
168 VSNT VERSANT MEDIA GROUP INC Industrials 2,068.0 $74K 0.04% NEW $36.01 +13.9%
169 EOG EOG RES INC Energy 520.0 $67K 0.04% -110.0 -17.5% $129.73 +11.7%
170 VCSH VANGUARD SCOTTSDALE FDS 844.0 $67K 0.04% +829.0 +5526.7% $79.03 -0.6%
171 C CITIGROUP INC Financial Services 476.0 $67K 0.04% $139.96 -5.9%
172 CAH CARDINAL HEALTH INC Healthcare 280.0 $67K 0.04% $237.56 -0.3%
173 NKE NIKE INC Consumer Cyclical 1,600.0 $66K 0.04% +900.0 +128.6% $41.23 -4.8%
174 SPY STATE STR SPDR S&P 500 ETF T Financial Services 85.0 $64K 0.03% $748.67 +2.3%
175 VXUS VANGUARD STAR FDS 700.0 $60K 0.03% $85.49 +2.3%
176 PG PROCTER & GAMBLE CO Consumer Defensive 407.0 $60K 0.03% $146.64 -1.5%
177 HPE HEWLETT PACKARD ENTERPRISE C Technology 1,309.0 $59K 0.03% $45.25 +15.6%
178 ISHARES TR 2,643.0 $59K 0.03% $22.14
179 EMF TEMPLETON EMERGING MKTS FD Financial Services 2,500.0 $58K 0.03% -4K -58.8% $23.22 -2.4%
180 BUD ANHEUSER BUSCH INBEV SA NV Consumer Defensive 700.0 $58K 0.03% -45.0 -6.0% $82.40 -3.1%
Page 9 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%