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Holders — by stockHoldings — by fund

Hara Capital LLC

Everything this manager disclosed owning in US-listed stocks — its complete Form 13F portfolio · as of 2026-06-30 · filed with the SEC up to 45 days after quarter end · CIK 0002010015

$189.6M

disclosed book value

307

positions

5.2%

largest position share

Positions, as of 2026-06-30

top 100 of 307 · 13F covers long US-listed positions only — cash, bonds, private and foreign stakes are not disclosed · PUT/CALL tags = options positions (share-equivalents), not shares held

#IssuerSharesValue% of book
1PBFPBF ENERGY INC218,311$9.9M5.2%
2NABORS INDUSTRIES LTD106,029$8.9M4.7%
3VALARIS LTD118,028$8.6M4.5%
4CNCCENTENE CORP DEL81,352$5.2M2.8%
5CRCCALIFORNIA RES CORP91,263$4.8M2.5%
6VGITVANGUARD SCOTTSDALE FDS79,120$4.7M2.5%
7XSORXSOURCE CAPITAL99,565$4.6M2.4%
8NOBLE CORP PLC115,003$4.3M2.3%
9GLIBKLIBERTY CAP CORP191,963$4.1M2.2%
10MSFTMICROSOFT CORP10,854$4.0M2.1%
11DINOHF SINCLAIR CORP56,510$3.9M2.1%
12VGSHVANGUARD SCOTTSDALE FDS65,512$3.8M2%
13ELVELEVANCE HEALTH INC FORMERLY9,705$3.8M2%
14PYPLPAYPAL HLDGS INC82,713$3.6M1.9%
15DTFDTF TAX-FREE INCOME 2028 TER307,689$3.6M1.9%
16TSITCW STRATEGIC INCOME FD INC755,114$3.4M1.8%
17NVONOVO-NORDISK A S67,960$3.3M1.7%
18SLBSLB LIMITED63,959$3.0M1.6%
19SEADRILL LTD77,394$2.9M1.5%
20TDWTIDEWATER INC NEW43,448$2.9M1.5%
21FXYINVESCO CURRENCYSHARES49,144$2.8M1.5%
22OISOIL STS INTL INC335,818$2.7M1.4%
23GOOGLALPHABET INC7,460$2.7M1.4%
24BTTBLACKROCK MUN TARGET TERM TR114,387$2.6M1.4%
25DXCDXC TECHNOLOGY CO261,893$2.3M1.2%
26BILSPDR SERIES TRUST24,176$2.2M1.2%
27GBILGOLDMAN SACHS ETF TR21,780$2.2M1.2%
28NEMNEWMONT CORP22,887$2.1M1.1%
29CMCSACOMCAST CORP NEW86,456$2.1M1.1%
30SABASABA CAPITAL INCOME & OPPORT251,358$2.1M1.1%
31BDXBECTON DICKINSON & CO11,620$1.8M0.9%
32HALHALLIBURTON CO51,691$1.8M0.9%
33TSMTAIWAN SEMICONDUCTOR MANUFAC3,400$1.6M0.9%
34NTGRNETGEAR INC62,340$1.5M0.8%
35JPMJPMORGAN CHASE & CO4,421$1.4M0.8%
36IMOIMPERIAL OIL LTD12,330$1.4M0.7%
37ADIANALOG DEVICES INC3,456$1.4M0.7%
38ALKALASKA AIR GROUP INC24,665$1.3M0.7%
39VFVAVANGUARD WELLINGTON FD8,575$1.3M0.7%
40AAPLAPPLE INC4,360$1.3M0.7%
41AMZNAMAZON COM INC5,150$1.2M0.6%
42DEDEERE & CO1,899$1.2M0.6%
43PTENPATTERSON-UTI ENERGY INC128,654$1.2M0.6%
44CNQCANADIAN NAT RES LTD MED TER29,559$1.2M0.6%
45JOFJAPAN SMALLER CAPITALIZATION98,764$1.2M0.6%
46VLOVALERO ENERGY CORP4,395$1.1M0.6%
47TIPZPIMCO ETF TR21,174$1.1M0.6%
48KDKYNDRYL HLDGS INC89,373$1.0M0.5%
49VBFINVESCO BD FD61,453$931,6270.5%
50LINDE PLC1,767$916,9670.5%
51AMGNAMGEN INC2,507$907,8350.5%
52MAMASTERCARD INCORPORATED1,713$879,7970.5%
53HPHELMERICH & PAYNE INC26,837$878,6430.5%
54BIOBIO RAD LABS INC2,981$875,2510.5%
55CSXCSX CORP18,240$866,9470.5%
56PAASPAN AMERN SILVER CORP18,793$841,7380.4%
57LBRTLIBERTY ENERGY INC31,598$827,5520.4%
58DISDISNEY WALT CO8,517$826,1490.4%
59COSTCOSTCO WHOLESALE CORPORATION868$811,9880.4%
60RTXRTX CORPORATION4,240$804,4550.4%
61GMOIGMO ETF TRUST21,360$803,8200.4%
62NEXTNEXTDECADE CORP105,730$797,2040.4%
63POSTPOST HLDGS INC9,007$794,9580.4%
64BBARRICK MNG CORP21,214$779,1900.4%
65XOPSPDR SERIES TRUST5,000$771,3000.4%
66ABBVABBVIE INC3,048$766,9990.4%
67BRK/ABERKSHIRE HATHAWAY INC DEL1$748,8500.4%
68NOVNOV INC39,668$735,8410.4%
69FCXFREEPORT MCMORAN INC11,305$710,9710.4%
70NICENICE LTD7,532$684,2820.4%
71NDAQNASDAQ INC8,250$650,2650.3%
72UNPUNION PAC CORP2,365$643,2800.3%
73CHUBB LIMITED1,862$636,3570.3%
74GMO ETF TRUST15,999$636,0210.3%
75FISFIDELITY NATL INFORMATION SV16,356$635,9210.3%
76GOOGALPHABET INC1,795$634,2270.3%
77AEMAGNICO EAGLE MINES LTD3,934$610,2810.3%
78NSCNORFOLK SOUTHN CORP1,920$604,0130.3%
79ECHOECHOSTAR CORP5,842$592,9630.3%
80GSGOLDMAN SACHS GROUP INC555$561,3100.3%
81GMODGMO ETF TRUST20,365$560,1580.3%
82LOWLOWES COS INC2,540$560,0450.3%
83HDHOME DEPOT INC1,575$555,4710.3%
84ITWILLINOIS TOOL WKS INC2,035$553,6830.3%
85GOVTISHARES TR23,972$546,0820.3%
86GDXVANECK ETF TRUST6,857$517,3610.3%
87ICEINTERCONTINENTAL EXCHANGE IN4,060$499,8270.3%
88CVXCHEVRON CORPORATION2,966$491,6440.3%
89GDXJVANECK ETF TRUST4,943$485,6500.3%
90COFCAPITAL ONE FINL CORP2,390$479,4820.3%
91BRK/BBERKSHIRE HATHAWAY INC DEL942$471,3670.2%
92TFPMTRIPLE FLAG PRECIOUS METAL15,439$462,7070.2%
93EXEEXPAND ENERGY CORPORATION5,020$457,7740.2%
94TMOTHERMO FISHER SCIENTIFIC INC910$456,6650.2%
95SLVRSPROTT FDS TR8,899$446,6410.2%
96CTVACORTEVA INC5,206$440,8960.2%
97NGNOVAGOLD RESOURCES INC72,547$433,1060.2%
98IVEISHARES TR1,835$416,6550.2%
99INTCINTEL CORP2,956$412,7460.2%
100COPCONOCOPHILLIPS3,940$409,6020.2%

Source: SEC Form 13F-HR, reporting period 2026-06-30. Values are the manager's filed June-30-style quarter-end marks, not live prices. Research, not investment advice.

EvidInvest is an independent research and information tool. Figures are calculated from public SEC filings and third-party market data and are provided for informational and educational purposes only. EvidInvest does not provide investment advice, brokerage, or financial services, and is not affiliated with any company it covers. Verify all figures against primary sources before making any decision.