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Portfolio (Quarterly) Guide ↗

Hara Capital LLC

· CIK 0002010015
13F Portfolio $170M AUM Filed Oct 30, 2025 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 294 New
Page 1 of 15  ·  294 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 PBF PBF ENERGY INC Energy 596,369.0 $18.0M 10.60% NEW $30.17 +29.5%
2 VAL VALARIS LTD Energy 171,022.0 $8.3M 4.92% NEW $48.77 +124.7%
3 VGSH VANGUARD SCOTTSDALE FDS 120,049.0 $7.1M 4.16% NEW $58.85 -1.1%
4 VGIT VANGUARD SCOTTSDALE FDS 100,274.0 $6.0M 3.55% NEW $60.03 -2.1%
5 NBR NABORS INDUSTRIES LTD Energy 125,371.0 $5.1M 3.02% NEW $40.87 +155.8%
6 CRC CALIFORNIA RES CORP Energy 94,214.0 $5.0M 2.95% NEW $53.18 +17.1%
7 SOURCE CAPITAL 109,344.0 $4.9M 2.90% NEW $45.02
8 GBIL GOLDMAN SACHS ETF TR 42,645.0 $4.3M 2.52% NEW $100.23 -0.1%
9 XOM EXXON MOBIL CORP Energy 37,633.0 $4.2M 2.50% NEW $112.75 +38.6%
10 CNC CENTENE CORP DEL Healthcare 113,452.0 $4.0M 2.38% NEW $35.68 +61.9%
11 ELV ELEVANCE HEALTH INC FORMERLY Healthcare 10,484.0 $3.4M 2.00% NEW $323.12 +20.6%
12 FXY INVESCO CURRENCYSHARES JAPAN Financial Services 53,254.0 $3.3M 1.95% NEW $62.21 -7.1%
13 DTF DTF TAX-FREE INCOME 2028 TER Financial Services 275,291.0 $3.1M 1.85% NEW $11.43 -0.4%
14 DINO HF SINCLAIR CORP Energy 59,223.0 $3.1M 1.83% NEW $52.34 +30.7%
15 MSFT MICROSOFT CORP Technology 5,657.0 $2.9M 1.73% NEW $517.95 -19.1%
16 BTT BLACKROCK MUN TARGET TERM TR Financial Services 120,685.0 $2.7M 1.60% NEW $22.46 +0.8%
17 NVO NOVO-NORDISK A S Healthcare 46,417.0 $2.6M 1.52% NEW $55.49 -20.0%
18 AAPL APPLE INC Technology 9,936.0 $2.5M 1.49% NEW $254.63 +19.8%
19 TDW TIDEWATER INC NEW Energy 47,415.0 $2.5M 1.49% NEW $53.33 +58.6%
20 SLB SCHLUMBERGER LTD Energy 72,758.0 $2.5M 1.47% NEW $34.37 +66.7%
Page 1 of 15  ·  294 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 16.1%
Healthcare 12.8%
Technology 7.2%
Basic Materials 5.7%
Industrials 4.1%
Communication Services 2.9%
Consumer Defensive 2.4%
Consumer Cyclical 2.2%
Real Estate 0.5%