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Hara Capital LLC
HARA Capital LLC is a registered investment adviser headquartered in Bellevue, Washington. Founded in 2023, the firm serves primarily high net worth individuals and a small number of charitable organizations, managing assets totaling approximately $168.1 million as of March 2025. The firm appears to be a boutique advisor with a very small team, reporting only one employee.
Investment Strategy
HARA Capital LLC primarily manages discretionary investment portfolios for high net worth individuals and charitable organizations. The firm's disclosed holdings show a focus on both domestic equities and international financial instruments, with particular allocations to energy, technology, financial, and resource sectors. Its approach is hands-on, targeting diversification across a range of large-cap and sector-specific stocks, and incorporating both growth and value investment philosophies. As all accounts are US-based and primarily discretionary, the strategy is tailored to individual client objectives, aiming for capital appreciation with risk management through sector balance.
Latest 13F Filing Activity
Hara Capital LLC filed their most recent 13F report on Jun 30, 2025 disclosing 310 equity positions with a total 13F market value of $161M. The fund increased holdings in Goldman Sachs Acces Treas 0 1 YR Etf, PBF Energy Inc. Class A, Vanguard Short Term Treasury Etf among other positions. Hara Capital LLC reduced exposure to Expand Energy Corp., Weatherford Intl PLC F, Helmerich & Payne Inc. among others.
Top Holdings
Equity Positions (310)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
P PBF | PBF ENERGY INC CLASS A | 7.90% | $12.7M | 588,009 | $36.28 | $21.67 | +$4.2M |
V VGSH | VANGUARD SHORT TERM TREASURY ETF | 6.56% | $10.6M | 180,054 | $58.64 | $58.78 | +$2.9M |
V VAL | VALARIS LTD F | 4.53% | $7.3M | 173,382 | $50.59 | $42.11 | +$2.0M |
V VGIT | VANGUARD INTER-TERM TREAS INDEX FD | 4.04% | $6.5M | 108,884 | $59.32 | $59.81 | +$20.9K |
G GBIL | GOLDMAN SACHS ACCES TREAS 0 1 YR ETF | 3.23% | $5.2M | 51,961 | $100.15 | $100.15 | +$4.9M |
Industry Allocation
Investment Team (2)
| Name | Role | Location | |
|---|---|---|---|
 | Portfolio Manager | Bellevue, WA , United States | |
 | Portfolio Manager | London, United Kingdom |
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