Hara Capital LLC Q4 2025 Filing

Filed January 15, 2026

Portfolio Value

$179.7M

Holdings

298

Report Date

Q4 2025

Filing Type

13F-HR

All Holdings (298 positions)

#StockSharesValue% PortfolioType
1
PBFPBF ENERGY INC CL A
596,569$16.2M9.00%
2
VALVALARIS LTD CL A
168,772$8.5M4.73%
3
NBRNABORS INDUSTRIES LTD SHS
125,131$6.8M3.78%
4
VGSHVANGUARD SHORT-TERM TREASURY ETF
105,555$6.2M3.45%
5
VGITVANGUARD INTERMEDIATE-TERM TREASURY ETF
94,129$5.6M3.14%
6
NENOBLE CORP PLC ORD SHS A
173,597$4.9M2.73%
7
CNCCENTENE CORP DEL COM
111,222$4.6M2.55%
8
XOMEXXON MOBIL CORP COM
37,390$4.5M2.50%
9
CRCCALIFORNIA RES CORP COM STOCK
94,214$4.2M2.34%
10
XSORXSOURCE CAPITAL COM SHS OF BEN I
90,465$4.1M2.30%
11
NVONOVO-NORDISK A S ADR
69,954$3.6M1.98%
12
ELVELEVANCE HEALTH INC FORMERLY A COM
9,864$3.5M1.92%
13
DTFDTF TAX-FREE INCOME 2028 TERM COM
288,189$3.3M1.83%
14
FXYINVESCO CURRENCYSHARES JAPANESE YEN TRUST
51,094$3.0M1.67%
15
SLBSLB LIMITED COM STK
71,466$2.8M1.54%
16
BTTBLACKROCK MUN TARGET TERM TR COM SHS BEN IN
120,685$2.8M1.53%
17
DINOHF SINCLAIR CORP COM
58,743$2.7M1.51%
18
AAPLAPPLE INC COM
9,936$2.7M1.50%
19
MSFTMICROSOFT CORP COM
5,440$2.6M1.46%
20
GBILACCESS TREASURY 0-1 YEAR ETF
25,388$2.5M1.42%
21
TDWTIDEWATER INC NEW COM
47,415$2.4M1.33%
22
NEMNEWMONT CORP COM
23,721$2.4M1.32%
23
OISOIL STS INTL INC COM
346,839$2.3M1.31%
24
GOOGLALPHABET INC CAP STK CL A
7,460$2.3M1.30%
25
GLIBKGCI LIBERTY INC COM SER C
48,586$1.8M1.01%
26
SDRLSEADRILL LTD COM
51,084$1.8M0.98%
27
BILSTATE STREET SPDR BLOOMBERG 1-3 MONTH T-BILL ETF
16,814$1.5M0.85%
28
HALHALLIBURTON CO COM
53,101$1.5M0.83%
29
COSTCOSTCO WHSL CORP NEW COM
1,668$1.4M0.80%
30
JPMJPMORGAN CHASE & CO. COM
4,461$1.4M0.80%
31
TIPZPIMCO BROAD U.S. TIPS INDEX ETF
24,637$1.3M0.72%
32
CMCSACOMCAST CORP NEW CL A
42,302$1.3M0.70%
33
JOFJAPAN SMALLER CAPITALIZATION F COM
113,014$1.3M0.70%
34
CRCCANADIAN NAT RES LTD COM
35,559$1.2M0.68%
35
ALKALASKA AIR GROUP INC COM
23,301$1.2M0.65%
36
AMZNAMAZON COM INC COM
5,050$1.2M0.65%
37
IMOIMPERIAL OIL LTD COM NEW
12,330$1.1M0.60%
38
JNJJOHNSON & JOHNSON COM
5,037$1.0M0.58%
39
PTENPATTERSON-UTI ENERGY INC COM
170,238$1.0M0.58%
40
AQLTISHARES U.S. TREASURY BOND ETF
44,752$1.0M0.57%
41
SABASABA CAPITAL INCOME & OPPORTUN COM NEW
124,911$1.0M0.57%
42
INTUINTUIT COM
1,530$1.0M0.56%
43
PAASPAN AMERN SILVER CORP COM
19,065$987K0.55%
44
BBARRICK MNG CORP COM SHS
22,659$986K0.55%
45
MAMASTERCARD INCORPORATED CL A
1,713$977K0.54%
46
TSMTAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS
3,200$974K0.54%
47
DISDISNEY WALT CO COM
8,462$962K0.54%
48
HPHELMERICH & PAYNE INC COM
33,031$947K0.53%
49
ADIANALOG DEVICES INC COM
3,456$937K0.52%
50
DEDEERE & CO COM
1,899$884K0.49%
51
GMOIGMO INTERNATIONAL VALUE ETF
25,785$865K0.48%
52
BUWABIO RAD LABS INC CL A
2,803$849K0.47%
53
CATCATERPILLAR INC COM
1,465$839K0.47%
54
NDAQNASDAQ INC COM
8,250$801K0.45%
55
RTXRTX CORPORATION COM
4,240$777K0.43%
56
DELLDELL TECHNOLOGIES INC CL C
6,166$776K0.43%
57
POSTPOST HLDGS INC COM
7,797$772K0.43%
58
NOVNOV INC COM
48,376$756K0.42%
59
AMGNAMGEN INC COM
2,309$755K0.42%
60
BRK-BBERKSHIRE HATHAWAY INC DEL CL A
1$754K0.42%
61
LINLINDE PLC SHS
1,767$753K0.42%
62
VLOVALERO ENERGY CORP COM
4,395$715K0.40%
63
KWKENNEDY-WILSON HOLDINGS INC COM
72,620$710K0.40%
64
ABBVABBVIE INC COM
3,048$696K0.39%
65
NGNOVAGOLD RES INC COM NEW
71,956$670K0.37%
66
AEMAGNICO EAGLE MINES LTD COM
3,934$666K0.37%
67
CSXCSX CORP COM
18,240$661K0.37%
68
ICEINTERCONTINENTAL EXCHANGE INC COM
4,060$657K0.37%
69
BDXBECTON DICKINSON & CO COM
3,309$642K0.36%
70
XBMEXBLACKROCK HEALTH SCIENCES TR COM
15,353$631K0.35%
71
XOPSTATE STREET SPDR S&P OIL & GAS EXPLORATION & PRODUCTION ETF
5,000$631K0.35%
72
NSYNICE LTD SPONSORED ADR
5,525$624K0.35%
73
LOWLOWES COS INC COM
2,540$612K0.34%
74
LBRTLIBERTY ENERGY INC COM CL A
32,549$600K0.33%
75
CHRDCHORD ENERGY CORPORATION COM NEW
6,325$586K0.33%
76
FCXFREEPORT-MCMORAN INC CL B
11,505$584K0.32%
77
CBCHUBB LIMITED COM
1,862$582K0.32%
78
GOOGALPHABET INC CAP STK CL C
1,855$582K0.32%
79
COFCAPITAL ONE FINL CORP COM
2,390$579K0.32%
80
GDXJVANECK JUNIOR GOLD MINERS ETF
5,083$578K0.32%
81
GDXVANECK GOLD MINERS ETF
6,637$569K0.32%
82
BCHIGMO BEYOND CHINA ETF
18,312$558K0.31%
83
NSCNORFOLK SOUTHN CORP COM
1,920$554K0.31%
84
UNPUNION PAC CORP COM
2,365$547K0.30%
85
HDHOME DEPOT INC COM
1,575$541K0.30%
86
TFPMTRIPLE FLAG PRECIOUS METAL COM
16,089$534K0.30%
87
SLVRSPROTT SILVER MINERS & PHYSICAL SILVER ETF
9,469$528K0.29%
88
TMOTHERMO FISHER SCIENTIFIC INC COM
910$527K0.29%
89
PYPLPAYPAL HLDGS INC COM
8,973$523K0.29%
90
ITWILLINOIS TOOL WKS INC COM
2,035$504K0.28%
91
BRK/BBERKSHIRE HATHAWAY INC DEL CL B NEW
992$498K0.28%
92
IVEISHARES S&P 500 VALUE ETF
2,335$495K0.28%
93
GSGOLDMAN SACHS GROUP INC COM
555$487K0.27%
94
MKLMARKEL GROUP INC COM
226$485K0.27%
95
OROR ROYALTIES INC. COM SHS
13,095$463K0.26%
96
CVXCHEVRON CORP NEW COM
2,966$452K0.25%
97
VFVAVANGUARD U.S. VALUE FACTOR ETF
3,146$417K0.23%
98
RMTROYCE MICRO-CAP TR INC COM
37,960$395K0.22%
99
COPCONOCOPHILLIPS COM
4,210$394K0.22%
100
GILDGILEAD SCIENCES INC COM
3,005$368K0.20%
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