Hara Capital LLC

13F filer · CIK 0002010015

Reported Aug 11, 2026

Net seller this quarter

13F portfolio value$190MU.S. long equity reported on 13F

Positions2575 new · 8 closed

Net flow last quarter-$1.18MBuys minus sells

Top 10 positions weight30.8%Concentration

Holdings

13F · last 4 quarters free

Scroll for earlier quarters

Company	Value	% of portfolio	% of company	POSITION CHANGE qoq %	First reported
Q2 2026Reported Aug 11, 2026257 positions
PBFPBF Energy Inc.	$9.94M	5.24%	Not reported	-2.6%	Q4 2023
NBRNabors Industries Ltd	$8.91M	4.70%	0.66%	-5.7%	Q4 2023
VALValaris Ltd	$8.57M	4.52%	0.17%	-5.0%	Q4 2023
CNCCentene Corp	$5.22M	2.75%	0.02%	-25.4%	Q3 2025
CRCCalifornia Resources Corp	$4.83M	2.54%	0.10%	-0.4%	Q4 2023
SORSource Capital	$4.58M	2.41%	Not reported	+53.8%	Q4 2023
NENoble Corp plc	$4.29M	2.26%	0.07%	-1.6%	Q3 2024
GLIBKLiberty Capital Corp	$4.14M	2.18%	Not reported	+261.6%	Q4 2025
MSFTMicrosoft Corp	$4.05M	2.14%	0.00%	Not reported	Q4 2023
DINOHF Sinclair Corp	$3.94M	2.08%	0.03%	-0.7%	Q4 2024
ELVElevance Health, Inc.	$3.75M	1.98%	0.00%	-2.5%	Q3 2025
PYPLPayPal Holdings, Inc.	$3.57M	1.88%	0.01%	-1.6%	Q4 2023
DTFDTF Tax-Free Income 2028 Term Fund Inc	$3.55M	1.87%	Not reported	+1.2%	Q4 2023
TSITCW Strategic Income Fund Inc	$3.41M	1.80%	Not reported	+2.3%	Q2 2025
NVONovo Nordisk A S	$3.26M	1.72%	Not reported	-28.2%	Q3 2025
SLBSLB Limited	$2.99M	1.58%	0.00%	-0.3%	Q4 2023
SDRLSEADRILL Ltd	$2.93M	1.54%	0.12%	+6.5%	Q4 2023
TDWTidewater Inc	$2.89M	1.53%	0.09%	-7.4%	Q4 2023
FXYInvesco CurrencyShares Japanese Yen Trust	$2.77M	1.46%	0.65%	+2.2%	Q1 2025
OISOil States International, Inc	$2.69M	1.42%	0.56%	-0.3%	Q2 2024
GOOGLAlphabet Inc.	$2.67M	1.41%	0.00%	Not reported	Q4 2023
BTTBlackRock Municipal 2030 Target Term Trust	$2.61M	1.38%	Not reported	-4.9%	Q4 2023
DXCDXC Technology Co	$2.32M	1.22%	0.16%	+46.0%	Q1 2026
NEMNEWMONT Corp	$2.14M	1.13%	0.00%	Not reported	Q4 2023
CMCSAComcast Corp	$2.12M	1.12%	0.00%	+113.1%	Q1 2024
SABASaba Capital Income & Opportunities Fund II	$2.1M	1.11%	Not reported	-10.8%	Q4 2023
BDXBecton Dickinson & Co	$1.76M	0.93%	0.00%	+1.8%	Q3 2024
HALHalliburton Co	$1.75M	0.93%	0.01%	Not reported	Q4 2023
TSMTaiwan Semiconductor Manufacturing Co Ltd	$1.63M	0.86%	0.00%	Not reported	Q4 2023
NTGRNetgear, Inc.	$1.46M	0.77%	0.23%	+3.9%	Q1 2026
JPMJPMorgan Chase & Co	$1.45M	0.76%	0.00%	Not reported	Q4 2023
IMOImperial Oil Ltd	$1.39M	0.73%	0.00%	Not reported	Q4 2023
ADIAnalog Devices Inc	$1.37M	0.72%	0.00%	Not reported	Q4 2023
ALKAlaska Air Group, Inc.	$1.29M	0.68%	0.02%	-1.0%	Q4 2025
AAPLApple Inc.	$1.26M	0.67%	0.00%	Not reported	Q4 2023
AMZNAmazon Com Inc	$1.23M	0.65%	0.00%	Not reported	Q4 2023
DEDeere & Co	$1.2M	0.64%	0.00%	Not reported	Q4 2023
PTENPatterson Uti Energy Inc	$1.18M	0.62%	0.03%	+5.7%	Q4 2023
CNQCANADIAN NATURAL RESOURCES Ltd	$1.18M	0.62%	0.00%	Not reported	Q4 2023
JOFJapan Smaller Capitalization Fund Inc	$1.16M	0.61%	Not reported	-1.2%	Q4 2023
VLOValero Energy Corp	$1.14M	0.60%	0.00%	Not reported	Q4 2023
KDKyndryl Holdings, Inc.	$1.01M	0.53%	0.04%	New	Q2 2026
VBFInvesco Bond Fund	$932K	0.49%	Not reported	+58.2%	Q1 2026
LINLinde PLC	$917K	0.48%	0.00%	Not reported	Q4 2023
AMGNAmgen Inc	$908K	0.48%	0.00%	Not reported	Q4 2023
MAMastercard Inc	$880K	0.46%	0.00%	Not reported	Q4 2023
HPHelmerich & Payne, Inc.	$879K	0.46%	0.03%	Not reported	Q2 2024
BIOBio-Rad Laboratories, Inc.	$875K	0.46%	0.01%	-0.2%	Q3 2025
CSXCSX Corp	$867K	0.46%	0.00%	Not reported	Q4 2023
PAASPan American Silver Corp	$842K	0.44%	0.00%	Not reported	Q4 2023

Q1 2026Reported May 14, 2026262 positions
VALValaris Ltd	$12.2M	6.08%	0.18%	-26.4%	Q4 2023
PBFPBF Energy Inc.	$10.7M	5.33%	Not reported	-62.4%	Q4 2023
NBRNabors Industries Ltd	$9.67M	4.83%	0.71%	-10.2%	Q4 2023
CRCCalifornia Resources Corp	$6.34M	3.17%	0.10%	-2.7%	Q4 2023
XOMExxonMobil Holdings Corp	$6.13M	3.06%	0.00%	-3.4%	Q4 2023
NENoble Corp plc	$5.73M	2.86%	0.07%	-32.7%	Q3 2024
MSFTMicrosoft Corp	$4.02M	2.00%	0.00%	+99.5%	Q4 2023
OISOil States International, Inc	$3.92M	1.96%	0.56%	-2.9%	Q2 2024
TDWTidewater Inc	$3.92M	1.96%	0.09%	-1.1%	Q4 2023
PYPLPayPal Holdings, Inc.	$3.8M	1.90%	0.01%	+837.0%	Q4 2023
NVONovo Nordisk A S	$3.59M	1.79%	Not reported	+35.3%	Q3 2025
CNCCentene Corp	$3.57M	1.78%	0.02%	-2.0%	Q3 2025
DINOHF Sinclair Corp	$3.55M	1.77%	0.03%	-3.2%	Q4 2024
DTFDTF Tax-Free Income 2028 Term Fund Inc	$3.48M	1.74%	Not reported	+5.5%	Q4 2023
SLBSLB Limited	$3.32M	1.65%	0.00%	-10.2%	Q4 2023
TSITCW Strategic Income Fund Inc	$3.31M	1.65%	Not reported	+922.1%	Q2 2025
SDRLSEADRILL Ltd	$3.31M	1.65%	0.12%	+42.3%	Q4 2023
SORSource Capital	$3M	1.50%	Not reported	-28.4%	Q4 2023
ELVElevance Health, Inc.	$2.91M	1.45%	0.00%	+0.9%	Q3 2025
FXYInvesco CurrencyShares Japanese Yen Trust	$2.78M	1.39%	0.59%	-5.9%	Q1 2025
BTTBlackRock Municipal 2030 Target Term Trust	$2.74M	1.37%	Not reported	-0.3%	Q4 2023
NEMNEWMONT Corp	$2.48M	1.24%	0.00%	-3.5%	Q4 2023
SABASaba Capital Income & Opportunities Fund II	$2.34M	1.17%	Not reported	+125.6%	Q4 2023
DXCDXC Technology Co	$2.25M	1.12%	0.11%	New	Q1 2026
GOOGLAlphabet Inc.	$2.15M	1.07%	0.00%	Not reported	Q4 2023
HALHalliburton Co	$2.02M	1.01%	0.01%	-2.7%	Q4 2023
GLIBKLiberty Capital Corp	$1.98M	0.99%	Not reported	+9.3%	Q4 2025
BDXBecton Dickinson & Co	$1.8M	0.90%	0.00%	+245.1%	Q3 2024
IMOImperial Oil Ltd	$1.62M	0.81%	0.00%	Not reported	Q4 2023
CNQCANADIAN NATURAL RESOURCES Ltd	$1.45M	0.73%	0.00%	-16.9%	Q4 2023
PTENPatterson Uti Energy Inc	$1.32M	0.66%	0.03%	-28.5%	Q4 2023
NTGRNetgear, Inc.	$1.31M	0.65%	0.21%	New	Q1 2026
JPMJPMorgan Chase & Co	$1.3M	0.65%	0.00%	-0.9%	Q4 2023
CMCSAComcast Corp	$1.17M	0.58%	0.00%	-4.1%	Q1 2024
TSMTaiwan Semiconductor Manufacturing Co Ltd	$1.15M	0.57%	0.00%	+6.3%	Q4 2023
AAPLApple Inc.	$1.11M	0.55%	0.00%	-56.1%	Q4 2023
ADIAnalog Devices Inc	$1.1M	0.55%	0.00%	Not reported	Q4 2023
JOFJapan Smaller Capitalization Fund Inc	$1.09M	0.54%	Not reported	-11.6%	Q4 2023
VLOValero Energy Corp	$1.09M	0.54%	0.00%	Not reported	Q4 2023
DEDeere & Co	$1.07M	0.54%	0.00%	Not reported	Q4 2023
AMZNAmazon Com Inc	$1.07M	0.54%	0.00%	+2.0%	Q4 2023
PAASPan American Silver Corp	$1.03M	0.51%	0.00%	-1.4%	Q4 2023
HPHelmerich & Payne, Inc.	$967K	0.48%	0.03%	-18.8%	Q2 2024
ALKAlaska Air Group, Inc.	$916K	0.46%	0.02%	+6.9%	Q4 2025
LBRTLiberty Energy Inc.	$910K	0.45%	Not reported	-2.9%	Q4 2023
AMGNAmgen Inc	$882K	0.44%	0.00%	+8.6%	Q4 2023
LINLinde PLC	$876K	0.44%	0.00%	Not reported	Q4 2023
BBarrick Mining Corp	$865K	0.43%	0.00%	-6.4%	Q2 2025
COSTCostco Wholesale Corp	$865K	0.43%	0.00%	-48.0%	Q4 2023
MAMastercard Inc	$856K	0.43%	0.00%	Not reported	Q4 2023

Q4 2025Reported Jan 15, 2026254 positions
PBFPBF Energy Inc.	$16.2M	9.00%	Not reported	0.0%	Q4 2023
VALValaris Ltd	$8.51M	4.73%	0.24%	-1.3%	Q4 2023
NBRNabors Industries Ltd	$6.79M	3.78%	0.80%	-0.2%	Q4 2023
NENoble Corp plc	$4.9M	2.73%	0.11%	Not reported	Q3 2024
CNCCentene Corp	$4.58M	2.55%	0.02%	-2.0%	Q3 2025
XOMExxonMobil Holdings Corp	$4.5M	2.50%	0.00%	-0.7%	Q4 2023
CRCCalifornia Resources Corp	$4.21M	2.34%	0.11%	Not reported	Q4 2023
SORSource Capital	$4.14M	2.30%	Not reported	-17.3%	Q4 2023
NVONovo Nordisk A S	$3.56M	1.98%	Not reported	+50.7%	Q3 2025
ELVElevance Health, Inc.	$3.46M	1.92%	0.00%	-5.9%	Q3 2025
DTFDTF Tax-Free Income 2028 Term Fund Inc	$3.29M	1.83%	Not reported	+4.7%	Q4 2023
FXYInvesco CurrencyShares Japanese Yen Trust	$3M	1.67%	0.58%	-4.1%	Q1 2025
SLBSLB Limited	$2.76M	1.54%	0.00%	-1.8%	Q4 2023
BTTBlackRock Municipal 2030 Target Term Trust	$2.75M	1.53%	Not reported	Not reported	Q4 2023
DINOHF Sinclair Corp	$2.71M	1.51%	0.03%	-0.8%	Q4 2024
AAPLApple Inc.	$2.7M	1.50%	0.00%	Not reported	Q4 2023
MSFTMicrosoft Corp	$2.63M	1.46%	0.00%	-3.8%	Q4 2023
TDWTidewater Inc	$2.39M	1.33%	0.10%	Not reported	Q4 2023
NEMNEWMONT Corp	$2.37M	1.32%	0.00%	-1.2%	Q4 2023
OISOil States International, Inc	$2.35M	1.31%	0.58%	-1.4%	Q2 2024
GOOGLAlphabet Inc.	$2.33M	1.30%	0.00%	Not reported	Q4 2023
GLIBKLiberty Capital Corp	$1.81M	1.01%	Not reported	New	Q4 2025
SDRLSEADRILL Ltd	$1.77M	0.98%	0.08%	+51.6%	Q4 2023
HALHalliburton Co	$1.5M	0.83%	0.01%	-10.9%	Q4 2023
COSTCostco Wholesale Corp	$1.44M	0.80%	0.00%	-0.5%	Q4 2023
JPMJPMorgan Chase & Co	$1.44M	0.80%	0.00%	-1.1%	Q4 2023
CMCSAComcast Corp	$1.26M	0.70%	0.00%	+421.9%	Q1 2024
JOFJapan Smaller Capitalization Fund Inc	$1.25M	0.70%	Not reported	-12.0%	Q4 2023
CNQCANADIAN NATURAL RESOURCES Ltd	$1.22M	0.68%	0.00%	-2.5%	Q4 2023
ALKAlaska Air Group, Inc.	$1.17M	0.65%	0.02%	New	Q4 2025
AMZNAmazon Com Inc	$1.17M	0.65%	0.00%	Not reported	Q4 2023
IMOImperial Oil Ltd	$1.07M	0.60%	0.00%	Not reported	Q4 2023
JNJJohnson & Johnson	$1.04M	0.58%	0.00%	-9.3%	Q4 2023
PTENPatterson Uti Energy Inc	$1.04M	0.58%	0.04%	-5.9%	Q4 2023
SABASaba Capital Income & Opportunities Fund II	$1.03M	0.57%	Not reported	+62.1%	Q4 2023
INTUIntuit Inc.	$1.01M	0.56%	0.00%	-0.3%	Q4 2023
PAASPan American Silver Corp	$988K	0.55%	0.00%	-1.0%	Q4 2023
BBarrick Mining Corp	$987K	0.55%	0.00%	-26.7%	Q2 2025
MAMastercard Inc	$978K	0.54%	0.00%	Not reported	Q4 2023
TSMTaiwan Semiconductor Manufacturing Co Ltd	$975K	0.54%	0.00%	Not reported	Q4 2023
DISWalt Disney Co	$963K	0.54%	0.00%	Not reported	Q4 2023
HPHelmerich & Payne, Inc.	$947K	0.53%	0.03%	-32.8%	Q2 2024
ADIAnalog Devices Inc	$937K	0.52%	0.00%	Not reported	Q4 2023
DEDeere & Co	$884K	0.49%	0.00%	Not reported	Q4 2023
BIOBio-Rad Laboratories, Inc.	$849K	0.47%	0.01%	-13.9%	Q3 2025
CATCaterpillar Inc	$839K	0.47%	0.00%	Not reported	Q4 2023
NDAQNasdaq, Inc.	$801K	0.45%	0.00%	Not reported	Q4 2023
RTXRTX Corp	$778K	0.43%	0.00%	Not reported	Q4 2023
DELLDell Technologies Inc.	$776K	0.43%	0.00%	Not reported	Q4 2023
POSTPost Holdings, Inc.	$772K	0.43%	0.01%	+9.0%	Q3 2025

Q3 2025Reported Oct 30, 2025249 positions
PBFPBF Energy Inc.	$18M	10.60%	Not reported	+1.4%	Q4 2023
VALValaris Ltd	$8.34M	4.91%	0.25%	-1.4%	Q4 2023
NBRNabors Industries Ltd	$5.12M	3.02%	0.86%	+230.1%	Q4 2023
CRCCalifornia Resources Corp	$5.01M	2.95%	0.11%	-0.7%	Q4 2023
SORSource Capital	$4.92M	2.90%	Not reported	+1.7%	Q4 2023
XOMExxonMobil Holdings Corp	$4.24M	2.50%	0.00%	-11.2%	Q4 2023
CNCCentene Corp	$4.05M	2.39%	0.02%	New	Q3 2025
ELVElevance Health, Inc.	$3.39M	2.00%	0.00%	New	Q3 2025
FXYInvesco CurrencyShares Japanese Yen Trust	$3.31M	1.95%	0.61%	-5.2%	Q1 2025
DTFDTF Tax-Free Income 2028 Term Fund Inc	$3.15M	1.85%	Not reported	+7.7%	Q4 2023
DINOHF Sinclair Corp	$3.1M	1.83%	0.03%	-4.5%	Q4 2024
MSFTMicrosoft Corp	$2.93M	1.73%	0.00%	-4.2%	Q4 2023
BTTBlackRock Municipal 2030 Target Term Trust	$2.71M	1.60%	Not reported	+0.3%	Q4 2023
NVONovo Nordisk A S	$2.58M	1.52%	Not reported	New	Q3 2025
AAPLApple Inc.	$2.53M	1.49%	0.00%	Not reported	Q4 2023
TDWTidewater Inc	$2.53M	1.49%	0.10%	-0.9%	Q4 2023
SLBSLB Limited	$2.5M	1.47%	0.00%	-3.2%	Q4 2023
OISOil States International, Inc	$2.13M	1.26%	0.59%	+80.7%	Q2 2024
NEMNEWMONT Corp	$2.02M	1.19%	0.00%	-3.9%	Q4 2023
GOOGLAlphabet Inc.	$1.81M	1.07%	0.00%	Not reported	Q4 2023
COSTCostco Wholesale Corp	$1.55M	0.91%	0.00%	Not reported	Q4 2023
HALHalliburton Co	$1.47M	0.86%	0.01%	-46.7%	Q4 2023
JPMJPMorgan Chase & Co	$1.42M	0.84%	0.00%	-2.6%	Q4 2023
JOFJapan Smaller Capitalization Fund Inc	$1.35M	0.80%	Not reported	-37.0%	Q4 2023
CNQCANADIAN NATURAL RESOURCES Ltd	$1.17M	0.69%	0.00%	Not reported	Q4 2023
IMOImperial Oil Ltd	$1.12M	0.66%	0.00%	Not reported	Q4 2023
AMZNAmazon Com Inc	$1.11M	0.65%	0.00%	-1.1%	Q4 2023
HPHelmerich & Payne, Inc.	$1.09M	0.64%	0.05%	+24.9%	Q2 2024
INTUIntuit Inc.	$1.05M	0.62%	0.00%	Not reported	Q4 2023
JNJJohnson & Johnson	$1.03M	0.61%	0.00%	-4.3%	Q4 2023
SDRLSEADRILL Ltd	$1.02M	0.60%	0.05%	Not reported	Q4 2023
BBarrick Mining Corp	$1.01M	0.60%	0.00%	+11.2%	Q2 2025
MAMastercard Inc	$974K	0.57%	0.00%	-0.2%	Q4 2023
DISWalt Disney Co	$969K	0.57%	0.00%	-12.0%	Q4 2023
PTENPatterson Uti Energy Inc	$937K	0.55%	0.05%	+11.9%	Q4 2023
BIOBio-Rad Laboratories, Inc.	$913K	0.54%	0.01%	New	Q3 2025
TSMTaiwan Semiconductor Manufacturing Co Ltd	$894K	0.53%	0.00%	-1.1%	Q4 2023
DELLDell Technologies Inc.	$874K	0.52%	0.00%	Not reported	Q4 2023
DEDeere & Co	$868K	0.51%	0.00%	Not reported	Q4 2023
ADIAnalog Devices Inc	$849K	0.50%	0.00%	Not reported	Q4 2023
LINLinde PLC	$839K	0.49%	0.00%	Not reported	Q4 2023
GOOGAlphabet Inc.	$781K	0.46%	Not reported	Not reported	Q4 2023
POSTPost Holdings, Inc.	$769K	0.45%	0.01%	New	Q3 2025
VLOValero Energy Corp	$748K	0.44%	0.00%	Not reported	Q4 2023
PAASPan American Silver Corp	$746K	0.44%	0.01%	+81.5%	Q4 2023
NDAQNasdaq, Inc.	$730K	0.43%	0.00%	Not reported	Q4 2023
RTXRTX Corp	$709K	0.42%	0.00%	Not reported	Q4 2023
ABBVAbbVie Inc.	$706K	0.42%	0.00%	Not reported	Q4 2023
SABASaba Capital Income & Opportunities Fund II	$703K	0.41%	Not reported	-59.2%	Q4 2023
CATCaterpillar Inc	$699K	0.41%	0.00%	Not reported	Q4 2023

Premium opens every quarter this fund has filed