Hara Capital
BELLEVUE, WAfiles as Hara Capital LLC
$190m in 303 US stocks at the end of 30 June 2026. The top 10 are 31.2% of the money. It changed about 10.9% of the portfolio this quarter.
Value
$190m
Stocks
303
Top 10 share
31.2%
Turnover
10.9%
What changed this quarter
New
Bought for the first time this quarter.
- Kyndryl HoldingsKD0.5% of the fund
- EchoStarECHO0.3% of the fund
- RayonierRYN<0.1% of the fund
- Honeywell InternationalHON<0.1% of the fund
- Honeywell AerospaceHONA<0.1% of the fund
- Meta PlatformsMETA<0.1% of the fund
- Vanguard Index FDSVOO<0.1% of the fund
- Schwab Strategic TRSCHD<0.1% of the fund
- Avalanche TreasuryAVAT<0.1% of the fund
Added
Bought more of a stock they already held.
- Source CapitalXSORX2.4% of the fund+54%
- Liberty CapitalGLIBK2.2% of the fund+262%
- TCW Strategic Income FundTSI1.8% of the fund+2%
- SeadrillSDRL1.5% of the fund+6%
- Invesco CurrencysharesFXY1.5% of the fund+2%
- DXC TechnologyDXC1.2% of the fund+46%
- Spdr Series TrustBIL1.2% of the fund+10%
- ComcastCMCSA1.1% of the fund+113%
- NetgearNTGR0.8% of the fund+4%
- Vanguard Wellington FDVFVA0.7% of the fund+13%
- Patterson UTI EnergyPTEN0.6% of the fund+6%
- Invesco Bond FundVBF0.5% of the fund+58%
- Post HoldingsPOST0.4% of the fund+8%
- NiceNICE0.4% of the fund+37%
- Fidelity National Information ServicesFIS0.3% of the fund+9354%
- GMO ETF TrustGMOD0.3% of the fund+299%
- Vaneck ETF TrustGDX0.3% of the fund+22%
- Expand EnergyEXE0.2% of the fund+2%
- FiservFISV0.2% of the fund+109%
- Tidal Trust ISHRT0.2% of the fund+5%
- Vaneck ETF TrustOIH0.1% of the fund+13%
- Select Sector Spdr TRXLE0.1% of the fund+14%
- Western Asset High Yield Opportunity FundHYI<0.1% of the fund+63%
- Devon EnergyDVN<0.1% of the fund+342%
- WhirlpoolWHR<0.1% of the fund+308%
Cut
Sold some of their stake.
- PBF EnergyPBF5.2% of the fund-3%
- Nabors IndustriesNBR4.7% of the fund-6%
- ValarisVAL4.5% of the fund-5%
- CenteneCNC2.8% of the fund-25%
- Vanguard Scottsdale FDSVGIT2.5% of the fund-6%
- Vanguard Scottsdale FDSVGSH2.0% of the fund-25%
- Elevance HealthELV2.0% of the fund-3%
- Novo Nordisk A SNVO1.7% of the fund-28%
- TidewaterTDW1.5% of the fund-7%
- BlackRock Municipal 2030 Target Term TrustBTT1.4% of the fund-5%
- Goldman Sachs ETF TRGBIL1.2% of the fund-16%
- Saba Capital Income & Opportunities Fund IISABA1.1% of the fund-11%
- Pimco ETF TRTIPZ0.6% of the fund-9%
- GMO ETF Trust0.3% of the fund-11%
- Ishares TRGOVT0.3% of the fund-28%
- Ishares TRIVE0.2% of the fund-21%
- IntelINTC0.2% of the fund-27%
- Chord EnergyCHRD0.1% of the fund-21%
- Vanguard Whitehall FDSVYM<0.1% of the fund-29%
- Tidal Trust IGVLU<0.1% of the fund-37%
- WatersWAT<0.1% of the fund-4%
- Vanguard Index FDSVTV<0.1% of the fund-42%
- Schwab Strategic TRSCHY<0.1% of the fund-8%
- MerckMRK<0.1% of the fund-3%
- Ishares TRIBTH<0.1% of the fund-15%
Sold out
Sold their entire stake.
- ExxonMobil HoldingsXOM-100%
- Kennedy-Wilson Holdings-100%
- Honeywell InternationalHON-100%
- Coterra EnergyCTRA-100%
- Vanguard World FDVPU-100%
- Vanguard Index FDSVNQ-100%
- Invesco Exch Traded FD TR IIPXF-100%
- BiogenBIIB-100%
- Mountain Lake Acquisition-100%
- Franklin Templeton ETF TRFLKR-100%
- EQTEQT-100%
- Ishares TRIEI-100%
- Lithia MotorsLAD-100%
- GSKGSK-100%
- Warner Bros. DiscoveryWBD-100%
- NokiaNOK-100%
- Charles SchwabSCHW-100%
Holdings
- Vanguard Scottsdale FDSVGIT
- Share
- 2.5%
- Value
- $5m
- Shares
- 79,120
-6%
- Source CapitalXSORX
- Share
- 2.4%
- Value
- $5m
- Shares
- 99,565
+54%
- Vanguard Scottsdale FDSVGSH
- Share
- 2.0%
- Value
- $4m
- Shares
- 65,512
-25%
- DTF Tax-Free Income 2028 Term FundDTF
- Share
- 1.9%
- Value
- $4m
- Shares
- 307,689
Held
- TCW Strategic Income FundTSI
- Share
- 1.8%
- Value
- $3m
- Shares
- 755,114
+2%
- Invesco CurrencysharesFXY
- Share
- 1.5%
- Value
- $3m
- Shares
- 49,144
+2%
- BlackRock Municipal 2030 Target Term TrustBTT
- Share
- 1.4%
- Value
- $3m
- Shares
- 114,387
-5%
- Spdr Series TrustBIL
- Share
- 1.2%
- Value
- $2m
- Shares
- 24,176
+10%
- Goldman Sachs ETF TRGBIL
- Share
- 1.2%
- Value
- $2m
- Shares
- 21,780
-16%
- Saba Capital Income & Opportunities Fund IISABA
- Share
- 1.1%
- Value
- $2m
- Shares
- 251,358
-11%
- Vanguard Wellington FDVFVA
- Share
- 0.7%
- Value
- $1m
- Shares
- 8,575
+13%
- Canadian Natural ResourcesCNQ
- Share
- 0.6%
- Value
- $1m
- Shares
- 29,559
Held
- Japan Smaller Capitalization FundJOF
- Share
- 0.6%
- Value
- $1m
- Shares
- 98,764
Held
- Pimco ETF TRTIPZ
- Share
- 0.6%
- Value
- $1m
- Shares
- 21,174
-9%
- Invesco Bond FundVBF
- Share
- 0.5%
- Value
- $931,627
- Shares
- 61,453
+58%
- PAN American SilverPAAS
- Share
- 0.4%
- Value
- $841,738
- Shares
- 18,793
Held
- GMO ETF TrustGMOI
- Share
- 0.4%
- Value
- $803,820
- Shares
- 21,360
Held
- Barrick MiningB
- Share
- 0.4%
- Value
- $779,190
- Shares
- 21,214
Held
- Spdr Series TrustXOP
- Share
- 0.4%
- Value
- $771,300
- Shares
- 5,000
Held
- Berkshire Hathaway INC DELBRK-A
- Share
- 0.4%
- Value
- $748,850
- Shares
- 1
Held
- NiceNICE
- Share
- 0.4%
- Value
- $684,282
- Shares
- 7,532
+37%
- GMO ETF Trust
- Share
- 0.3%
- Value
- $636,021
- Shares
- 15,999
-11%
- Agnico Eagle MinesAEM
- Share
- 0.3%
- Value
- $610,281
- Shares
- 3,934
Held
- GMO ETF TrustGMOD
- Share
- 0.3%
- Value
- $560,158
- Shares
- 20,365
+299%
- Ishares TRGOVT
- Share
- 0.3%
- Value
- $546,082
- Shares
- 23,972
-28%
- Vaneck ETF TrustGDX
- Share
- 0.3%
- Value
- $517,361
- Shares
- 6,857
+22%
- Vaneck ETF TrustGDXJ
- Share
- 0.3%
- Value
- $485,650
- Shares
- 4,943
Held
- Triple Flag Precious MetalsTFPM
- Share
- 0.2%
- Value
- $462,707
- Shares
- 15,439
Held
- Sprott FDS TRSLVR
- Share
- 0.2%
- Value
- $446,641
- Shares
- 8,899
Held
- Ishares TRIVE
- Share
- 0.2%
- Value
- $416,655
- Shares
- 1,835
-21%
| Company | Share of fund | Value | Shares | Change |
|---|---|---|---|---|
| PBF EnergyPBF | 5.2% | $10m | 218,311 | -3% |
| Nabors IndustriesNBR | 4.7% | $9m | 106,029 | -6% |
| ValarisVAL | 4.5% | $9m | 118,028 | -5% |
| CenteneCNC | 2.8% | $5m | 81,352 | -25% |
| California ResourcesCRC | 2.5% | $5m | 91,263 | Held |
| Vanguard Scottsdale FDSVGIT | 2.5% | $5m | 79,120 | -6% |
| Source CapitalXSORX | 2.4% | $5m | 99,565 | +54% |
| NobleNE | 2.3% | $4m | 115,003 | Held |
| Liberty CapitalGLIBK | 2.2% | $4m | 191,963 | +262% |
| MicrosoftMSFT | 2.1% | $4m | 10,854 | Held |
| HF SinclairDINO | 2.1% | $4m | 56,510 | Held |
| Vanguard Scottsdale FDSVGSH | 2.0% | $4m | 65,512 | -25% |
| Elevance HealthELV | 2.0% | $4m | 9,705 | -3% |
| PayPal HoldingsPYPL | 1.9% | $4m | 82,713 | Held |
| DTF Tax-Free Income 2028 Term FundDTF | 1.9% | $4m | 307,689 | Held |
| TCW Strategic Income FundTSI | 1.8% | $3m | 755,114 | +2% |
| Novo Nordisk A SNVO | 1.7% | $3m | 67,960 | -28% |
| SLB LimitedSLB | 1.6% | $3m | 63,959 | Held |
| SeadrillSDRL | 1.5% | $3m | 77,394 | +6% |
| TidewaterTDW | 1.5% | $3m | 43,448 | -7% |
| Invesco CurrencysharesFXY | 1.5% | $3m | 49,144 | +2% |
| Oil States InternationalOIS | 1.4% | $3m | 335,818 | Held |
| AlphabetGOOGL | 1.4% | $3m | 7,460 | Held |
| BlackRock Municipal 2030 Target Term TrustBTT | 1.4% | $3m | 114,387 | -5% |
| DXC TechnologyDXC | 1.2% | $2m | 261,893 | +46% |
| Spdr Series TrustBIL | 1.2% | $2m | 24,176 | +10% |
| Goldman Sachs ETF TRGBIL | 1.2% | $2m | 21,780 | -16% |
| NewmontNEM | 1.1% | $2m | 22,887 | Held |
| ComcastCMCSA | 1.1% | $2m | 86,456 | +113% |
| Saba Capital Income & Opportunities Fund IISABA | 1.1% | $2m | 251,358 | -11% |
| Becton DickinsonBDX | 0.9% | $2m | 11,620 | Held |
| HalliburtonHAL | 0.9% | $2m | 51,691 | Held |
| Taiwan Semiconductor ManufacturingTSM | 0.9% | $2m | 3,400 | Held |
| NetgearNTGR | 0.8% | $1m | 62,340 | +4% |
| JPMorgan ChaseJPM | 0.8% | $1m | 4,421 | Held |
| Imperial OilIMO | 0.7% | $1m | 12,330 | Held |
| Analog DevicesADI | 0.7% | $1m | 3,456 | Held |
| Alaska Air GroupALK | 0.7% | $1m | 24,665 | Held |
| Vanguard Wellington FDVFVA | 0.7% | $1m | 8,575 | +13% |
| AppleAAPL | 0.7% | $1m | 4,360 | Held |
| Amazon.comAMZN | 0.6% | $1m | 5,150 | Held |
| DeereDE | 0.6% | $1m | 1,899 | Held |
| Patterson UTI EnergyPTEN | 0.6% | $1m | 128,654 | +6% |
| Canadian Natural ResourcesCNQ | 0.6% | $1m | 29,559 | Held |
| Japan Smaller Capitalization FundJOF | 0.6% | $1m | 98,764 | Held |
| Valero EnergyVLO | 0.6% | $1m | 4,395 | Held |
| Pimco ETF TRTIPZ | 0.6% | $1m | 21,174 | -9% |
| Kyndryl HoldingsKD | 0.5% | $1m | 89,373 | New |
| Invesco Bond FundVBF | 0.5% | $931,627 | 61,453 | +58% |
| LindeLIN | 0.5% | $916,967 | 1,767 | Held |
| AmgenAMGN | 0.5% | $907,835 | 2,507 | Held |
| MastercardMA | 0.5% | $879,797 | 1,713 | Held |
| Helmerich & PayneHP | 0.5% | $878,643 | 26,837 | Held |
| Bio-Rad LaboratoriesBIO | 0.5% | $875,251 | 2,981 | Held |
| CSXCSX | 0.5% | $866,947 | 18,240 | Held |
| PAN American SilverPAAS | 0.4% | $841,738 | 18,793 | Held |
| Liberty EnergyLBRT | 0.4% | $827,552 | 31,598 | Held |
| Walt DisneyDIS | 0.4% | $826,149 | 8,517 | Held |
| Costco WholesaleCOST | 0.4% | $811,988 | 868 | Held |
| RTXRTX | 0.4% | $804,455 | 4,240 | Held |
| GMO ETF TrustGMOI | 0.4% | $803,820 | 21,360 | Held |
| NextDecadeNEXT | 0.4% | $797,204 | 105,730 | Held |
| Post HoldingsPOST | 0.4% | $794,958 | 9,007 | +8% |
| Barrick MiningB | 0.4% | $779,190 | 21,214 | Held |
| Spdr Series TrustXOP | 0.4% | $771,300 | 5,000 | Held |
| AbbVieABBV | 0.4% | $766,999 | 3,048 | Held |
| Berkshire Hathaway INC DELBRK-A | 0.4% | $748,850 | 1 | Held |
| NOVNOV | 0.4% | $735,841 | 39,668 | Held |
| Freeport-McMoRanFCX | 0.4% | $710,971 | 11,305 | Held |
| NiceNICE | 0.4% | $684,282 | 7,532 | +37% |
| NasdaqNDAQ | 0.3% | $650,265 | 8,250 | Held |
| Union PacificUNP | 0.3% | $643,280 | 2,365 | Held |
| ChubbCB | 0.3% | $636,357 | 1,862 | Held |
| GMO ETF Trust | 0.3% | $636,021 | 15,999 | -11% |
| Fidelity National Information ServicesFIS | 0.3% | $635,921 | 16,356 | +9354% |
| AlphabetGOOG | 0.3% | $634,227 | 1,795 | Held |
| Agnico Eagle MinesAEM | 0.3% | $610,281 | 3,934 | Held |
| Norfolk SouthernNSC | 0.3% | $604,013 | 1,920 | Held |
| EchoStarECHO | 0.3% | $592,963 | 5,842 | New |
| Goldman Sachs GroupGS | 0.3% | $561,310 | 555 | Held |
| GMO ETF TrustGMOD | 0.3% | $560,158 | 20,365 | +299% |
| Lowe's CompaniesLOW | 0.3% | $560,045 | 2,540 | Held |
| Home DepotHD | 0.3% | $555,471 | 1,575 | Held |
| Illinois Tool WorksITW | 0.3% | $553,683 | 2,035 | Held |
| Ishares TRGOVT | 0.3% | $546,082 | 23,972 | -28% |
| Vaneck ETF TrustGDX | 0.3% | $517,361 | 6,857 | +22% |
| Intercontinental ExchangeICE | 0.3% | $499,827 | 4,060 | Held |
| ChevronCVX | 0.3% | $491,644 | 2,966 | Held |
| Vaneck ETF TrustGDXJ | 0.3% | $485,650 | 4,943 | Held |
| Capital One FinancialCOF | 0.3% | $479,482 | 2,390 | Held |
| Berkshire HathawayBRK-B | 0.2% | $471,367 | 942 | Held |
| Triple Flag Precious MetalsTFPM | 0.2% | $462,707 | 15,439 | Held |
| Expand EnergyEXE | 0.2% | $457,774 | 5,020 | +2% |
| Thermo Fisher ScientificTMO | 0.2% | $456,665 | 910 | Held |
| Sprott FDS TRSLVR | 0.2% | $446,641 | 8,899 | Held |
| CortevaCTVA | 0.2% | $440,896 | 5,206 | Held |
| Novagold ResourcesNG | 0.2% | $433,106 | 72,547 | Held |
| Ishares TRIVE | 0.2% | $416,655 | 1,835 | -21% |
| IntelINTC | 0.2% | $412,746 | 2,956 | -27% |
| ConocoPhillipsCOP | 0.2% | $409,602 | 3,940 | Held |
Showing the largest 100 of 303.
Over time and by industry
Value over time
Jun '25
Dec '25
Jun '26
Value is up 17.5% since 30 June 2025.
Where the money is
Energy30.6%
Health care10.3%
Technology7.5%
Industrials6.7%
Financial services6.3%
Media & telecom5.9%
Materials4.0%
Retail & consumer1.7%
Everyday goods1.2%
Utilities0.6%
Real estate0.1%
Other25.1%
From the fund's 13F filings. They list US stocks and options only, 45 days after each quarter, and leave out cash, bonds, shorts and foreign shares.