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Asset Manager ← All Institutions

Hara Capital LLC

Q2 2025 · Filed 2025-08-14
Market Value
$154M
+7.6%
Holdings
330
+8
New Purchases
37
Added To
31
Closed
17
Reduced
77
Top 10 Concentration
40.8%
Turnover
16.4%

Top Buys (by % of Portfolio)

SymbolCur %Prior %Chg %Value
GBIL 3.38% 0.18% +3.19% $5M
PBF 8.27% 5.97% +2.29% $13M
VGSH 6.87% 5.38% +1.49% $11M
VAL 4.74% 3.68% +1.05% $7M
MDI.TO 0.71% 0.00% +0.71% $1M
BIL 0.62% 0.00% +0.62% $956K
OIS 0.68% 0.24% +0.44% $1M
TDW 1.43% 1.04% +0.39% $2M
B 0.38% 0.00% +0.38% $579K
MSFT 1.90% 1.55% +0.35% $3M
DINO 1.65% 1.32% +0.33% $3M
LVMUY 0.32% 0.00% +0.32% $493K
NE 3.35% 3.07% +0.28% $5M
MITEY 0.28% 0.00% +0.28% $431K
BTT 1.71% 1.44% +0.27% $3M

Top Sells (by % of Portfolio)

SymbolCur %Prior %Chg %Value
EXE 0.23% 2.44% -2.21% $356K
HP 0.39% 1.65% -1.26% $596K
WFRD 0.03% 1.29% -1.26% $48K
PAAS 0.20% 1.11% -0.92% $301K
SLB 1.65% 2.38% -0.73% $3M
JNJ 0.57% 1.26% -0.69% $886K
JOF 1.28% 1.92% -0.65% $2M
CHRD 0.51% 1.14% -0.63% $781K
XOM 2.96% 3.53% -0.56% $5M
AAPL 1.32% 1.77% -0.44% $2M
OIH 0.15% 0.55% -0.40% $230K
VGIT 4.22% 4.53% -0.31% $7M
MA 0.63% 0.91% -0.28% $964K
BMY 0.08% 0.36% -0.28% $119K
SCHW 0.18% 0.46% -0.27% $281K

Sector Allocation Over Time

Market Cap Concentration

TierHoldingsValueWeight
Mega Cap 50 $27M 17.7%
Large Cap 181 $57M 36.8%
Mid Cap 52 $45M 29.1%
Small Cap 31 $15M 10.0%
Micro Cap 16 $10M 6.4%

Portfolio Analytics

Avg Market Cap
$182.6B
Median Market Cap
$43.9B
Avg P/E
25.9
Median P/E
21.6
Avg Dividend Yield
0.02%
Avg Beta
0.77
# Stocks
251
# ETFs / Funds
79

Top Holdings (330 total)

# Symbol % Port Shares Value Avg Price Q/Q Value Chg Share Chg Chg % Status
1 PBF 8.27% 588,009 $13M $21.67 $4M +139,864 +31.2%
2 VGSH 6.87% 180,054 $11M $58.78 $3M +48,761 +37.1%
3 VAL 4.74% 173,382 $7M $42.11 $2M +39,055 +29.1%
4 VGIT 4.22% 108,884 $7M $59.81 $21K -400 -0.4%
5 GBIL 3.38% 51,961 $5M $100.15 $5M +49,330 +1875.0%
6 NE 3.35% 194,482 $5M $26.55 $770K +9,116 +4.9%
7 XOM 2.96% 42,397 $5M $107.80 -$479K -59 -0.1%
8 CRC 2.81% 94,848 $4M $45.67 $161K
9 FXY 2.33% 56,146 $4M $63.94 $555K +6,800 +13.8%
10 MSFT 1.90% 5,902 $3M $497.41 $713K -20 -0.3%
11 DTF 1.86% 255,607 $3M $11.19 $81K +7,642 +3.1%
12 BTT 1.71% 120,385 $3M $21.89 $569K +23,063 +23.7%
13 DINO 1.65% 62,013 $3M $41.08 $657K +4,521 +7.9%
14 SLB 1.65% 75,136 $3M $33.80 -$871K -6,448 -7.9%
15 HAL 1.48% 111,694 $2M $20.38 $402K +37,819 +51.2%
16 TDW 1.43% 47,865 $2M $46.13 $721K +12,677 +36.0%
17 TIPZ 1.33% 38,459 $2M $53.26 -$26K
18 AAPL 1.32% 9,936 $2M $205.17 -$491K -1,450 -12.7%
19 JOF 1.28% 203,961 $2M $9.64 -$786K -124,086 -37.8%
20 SABA 1.13% 188,902 $2M $9.19 $26K -7,706 -3.9%
21 COST 1.08% 1,677 $2M $989.94 $74K
22 NEM 0.94% 24,965 $1M $58.26 $130K -2,475 -9.0%
23 GOVT 0.90% 60,098 $1M $22.98 -$301
24 JPM 0.87% 4,631 $1M $289.91 $63K -585 -11.2%
25 GOOGL 0.85% 7,460 $1M $176.23 $155K -40 -0.5%
26 INTU 0.78% 1,534 $1M $787.63 $94K -280 -15.4%
27 DIS 0.77% 9,617 $1M $124.01 $233K -105 -1.1%
28 NOV 0.76% 94,402 $1M $12.43 -$297K -2,200 -2.3%
29 CNQ 0.74% 36,459 $1M $31.40 $295K +8,865 +32.1%
30 AMZN 0.73% 5,104 $1M $219.39 $159K +54 +1.1%
31 MDI.TO 0.71% 168,436 $1M $6.53 +168,436 NEW
32 NBR 0.69% 37,983 $1M $28.02 -$233K +6,871 +22.1%
33 OIS 0.68% 194,745 $1M $5.36 $705K +128,926 +195.9%
34 IMO 0.64% 12,330 $980K $79.48 $88K
35 HYI 0.63% 81,423 $975K $11.98 -$225K -19,980 -19.7%
36 DE 0.63% 1,899 $966K $508.49 $74K
37 MA 0.63% 1,716 $964K $561.94 -$336K -657 -27.7%
38 PTEN 0.62% 161,743 $959K $5.93 -$173K +24,069 +17.5%
39 BIL 0.62% 10,417 $956K $91.73 +10,417 NEW
40 JNJ 0.57% 5,802 $886K $152.75 -$921K -5,095 -46.8%
41 LIN 0.54% 1,767 $829K $469.18 $6K
42 ADI 0.53% 3,456 $823K $238.02 $126K
43 GMOI 0.52% 27,404 $800K $29.20 -$169K -8,921 -24.6%
44 CHRD 0.51% 8,067 $781K $96.85 -$849K -6,393 -44.2%
45 DELL 0.49% 6,166 $756K $122.60 $194K
46 ICE 0.48% 4,060 $745K $183.47 $45K
47 NDAQ 0.48% 8,250 $738K $89.42 $112K
48 TSM 0.48% 3,235 $733K $226.49 $201K +35 +1.1%
49 BRK-A 0.47% 1 $729K $728,800.00 -$70K
50 BAC 0.44% 14,326 $678K $47.32 $80K
51 AMGN 0.42% 2,309 $645K $279.21 -$75K
52 XOP 0.41% 5,000 $629K $125.80 -$30K
53 RTX 0.40% 4,240 $619K $146.02 $5K -400 -8.6%
54 HP 0.39% 39,324 $596K $15.16 -$2M -51,116 -56.5%
55 CSX 0.39% 18,240 $595K $32.63 $58K
56 VLO 0.38% 4,395 $591K $134.42 $10K
57 B 0.38% 27,809 $579K $20.82 +27,809 NEW
58 HD 0.37% 1,575 $577K $366.64 $236
59 BME 0.37% 15,713 $573K $36.46 -$92K -1,500 -8.7%
60 CAT 0.37% 1,465 $569K $388.21 $86K
61 GOOG 0.37% 3,205 $569K $177.39 $68K
62 ABBV 0.37% 3,048 $566K $185.62 -$94K -100 -3.2%
63 LOW 0.37% 2,540 $564K $221.87 -$29K
64 UNP 0.35% 2,365 $544K $230.08 -$15K
65 KW 0.35% 79,690 $542K $6.80 -$16K +15,422 +24.0%
66 CB 0.35% 1,862 $539K $289.72 -$23K
67 FUND 0.34% 69,126 $517K $7.48 $15K +1,430 +2.1%
68 COF 0.33% 2,405 $512K $212.76 $70K -60 -2.4%
69 ITW 0.33% 2,035 $503K $247.25 -$2K
70 FCX 0.32% 11,505 $499K $43.35 $63K
71 LVMUY 0.32% 4,690 $493K $105.06 +4,690 NEW
72 NSC 0.32% 1,920 $491K $255.97 $36K -5 -0.3%
73 BRK-B 0.31% 992 $482K $485.77 -$60K -25 -2.5%
74 MKL 0.31% 241 $481K $1,997.36 $31K
75 BCHI 0.31% 17,272 $473K $27.37 -$19K -2,940 -14.6%
76 AEM 0.30% 3,934 $468K $118.93 $41K
77 GS 0.30% 655 $464K $707.75 $106K
78 GLD 0.30% 1,500 $457K $304.83 $25K
79 IVE 0.30% 2,335 $456K $195.42 $11K
80 EMF 0.29% 30,963 $452K $14.59 $54K
81 LBRT 0.29% 38,324 $440K $11.48 -$167K
82 MITEY 0.28% 23,079 $431K $18.67 +23,079 NEW
83 CVX 0.28% 2,966 $425K $143.19 -$71K
84 RMT 0.25% 42,010 $389K $9.25 $35K +100 +0.2%
85 CTVA 0.25% 5,206 $388K $74.53 $60K
86 TFPM.TO 0.25% 16,119 $382K $23.69 $60K -700 -4.2%
87 COP 0.25% 4,210 $378K $89.74 -$64K
88 LH 0.24% 1,430 $375K $262.51 $43K
89 TMO 0.24% 910 $369K $405.46 -$84K
90 EXE 0.23% 3,045 $356K $116.94 -$3M -28,310 -90.3%
91 VFL 0.23% 36,600 $354K $9.66 -$18K
92 SLVR 0.22% 11,444 $341K $29.84 +11,444 NEW
93 OR 0.22% 13,175 $339K $25.71 +13,175 NEW
94 GILD 0.22% 3,005 $333K $110.87 -$4K
95 GDXJ 0.21% 4,833 $327K $67.59 $50K
96 PRNDY 0.20% 15,690 $314K $20.04 +15,690 NEW
97 GDX 0.20% 5,997 $312K $52.06 $55K +400 +7.2%
98 CMCSA 0.20% 8,655 $309K $35.69 -$66K -1,500 -14.8%
99 PEP 0.20% 2,296 $303K $132.04 $239K +1,870 +439.0%
100 MINT 0.20% 3,005 $302K $100.54 $302K +3,000 +60000.0%

New Positions

SymbolValue% Port
MDI.TO $1M 0.71%
BIL $956K 0.62%
B $579K 0.38%
LVMUY $493K 0.32%
MITEY $431K 0.28%
SLVR $341K 0.22%
OR $339K 0.22%
PRNDY $314K 0.20%
RHHBY $294K 0.19%
ANGPY $212K 0.14%
HEINY $190K 0.12%
TSI $167K 0.11%
META $158K 0.10%
KMTUY $121K 0.08%
NSRGY $113K 0.07%

Sold Out Positions

SymbolValue% Port
MKTX —%
MS —%
AJG —%
MTG —%
ETN —%
MLM —%
WCN —%
ISRG —%
NEE —%
MLPX —%
XLV —%
MLPA —%
ACDC —%
IWD —%
ORCL —%
View SEC EDGAR Filings for Hara Capital LLC →

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For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms