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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 2 of 15  ·  294 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 OIS OIL STS INTL INC Energy 351,839.0 $2.1M 1.26% NEW $6.06 +46.5%
22 NEM NEWMONT CORP Basic Materials 23,996.0 $2.0M 1.19% NEW $84.31 +28.5%
23 GOOGL ALPHABET INC Communication Services 7,460.0 $1.8M 1.07% NEW $243.10 +59.5%
24 TIPZ PIMCO ETF TR 29,137.0 $1.6M 0.92% NEW $53.73 -2.0%
25 COST COSTCO WHSL CORP NEW Consumer Defensive 1,677.0 $1.6M 0.92% NEW $925.63 +13.5%
26 HAL HALLIBURTON CO Energy 59,570.0 $1.5M 0.86% NEW $24.60 +70.6%
27 JPM JPMORGAN CHASE & CO. Financial Services 4,511.0 $1.4M 0.84% NEW $315.43 -3.9%
28 JOF JAPAN SMALLER CAPITALIZATION Financial Services 128,412.0 $1.4M 0.80% NEW $10.54 +9.5%
29 BIL SPDR SERIES TRUST 14,387.0 $1.3M 0.78% NEW $91.75 -0.2%
30 CNQ CANADIAN NAT RES LTD Energy 36,459.0 $1.2M 0.69% NEW $31.96 +52.3%
31 GOVT ISHARES TR 50,202.0 $1.2M 0.68% NEW $23.12 -2.1%
32 IMO IMPERIAL OIL LTD Energy 12,330.0 $1.1M 0.66% NEW $90.74 +47.5%
33 AMZN AMAZON COM INC Consumer Cyclical 5,050.0 $1.1M 0.65% NEW $219.57 +22.3%
34 HP HELMERICH & PAYNE INC Energy 49,123.0 $1.1M 0.64% NEW $22.09 +79.3%
35 INTU INTUIT Technology 1,534.0 $1.0M 0.62% NEW $682.91 -55.0%
36 JNJ JOHNSON & JOHNSON Healthcare 5,553.0 $1.0M 0.61% NEW $185.42 +25.0%
37 SEADRILL LTD 33,707.0 $1.0M 0.60% NEW $30.21
38 B BARRICK MNG CORP Basic Materials 30,923.0 $1.0M 0.60% NEW $32.77 +25.9%
39 MA MASTERCARD INCORPORATED Financial Services 1,713.0 $974K 0.57% NEW $568.81 -12.2%
40 DIS DISNEY WALT CO Communication Services 8,462.0 $969K 0.57% NEW $114.50 -9.5%
Page 2 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%