Hara Capital LLC
CIK 2010015 · View on SEC EDGAR ↗
- Portfolio value
- $189.6M
- Positions
- 304
- As of
- June 30, 2026
Portfolio value QoQ: -5.4% 13F does not disclose cash
- Top 10 holdings weight
- 31.21%
- Top 25 holdings weight
- 56.09%
- Positions above 1%
- 30
- Effective number of positions
- 57.0
Based on 13F long-equity holdings only (cash, bonds, shorts not disclosed)
Turnover Q2 2026: 6.02% Est. buys $11,737,955 · sells $16,827,981
Median holding: 7.0 quarters Tracked Q4 2024–Q2 2026 · 70.2% still held
- New positions
- 9
- Increased
- 35
- Decreased
- 57
- Closed
- 16
On this page
- Sector breakdown How the portfolio splits across market sectors.
- Portfolio Every stock this institution reports holding, from its latest 13F.
- High-conviction bets The holdings this manager is most concentrated in.
- Biggest new bets Brand-new positions opened in the latest quarter.
- Top moves The biggest position increases and decreases this quarter.
- Exited positions Positions the manager fully sold out of last quarter.
Sector breakdown
Full portfolio 304 positions
| Type | Streak | 8Q trend | |||||
|---|---|---|---|---|---|---|---|
| PBF PBF Energy Inc. Class A Common Stock | $9,937,532 | 5.24% | 218,311 | $-738,810 | Down ×2 | ||
| NBR Nabors Industries Ltd. | $8,907,496 | 4.70% | 106,029 | $-766,681 | Down ×3 | ||
| VAL Valaris Limited Common Shares | $8,568,833 | 4.52% | 118,028 | $-3,610,186 | Down ×4 | ||
| CNC Centene Corporation Common Stock | $5,221,985 | 2.75% | 81,352 | $1,653,292 | Down ×3 | ||
| CRC California Resources Corporation Common Stock | $4,825,075 | 2.54% | 91,263 | $-1,519,838 | Down ×2 | ||
| VGIT Vanguard Intermediate-Term Treasury ETF | $4,666,498 | 2.46% | 79,120 | $-320,219 | Down ×6 | ||
| SOR Source Capital, Inc. Cmn Shs of BI | $4,577,003 | 2.41% | 99,565 | $1,578,293 | Up ×1 | ||
| NE Noble Corporation plc A Ordinary Shares | $4,289,612 | 2.26% | 115,003 | $-1,444,855 | Down ×2 | ||
| GLIBK GCI Liberty, Inc. - Series C GCI Group Common Stock | $4,138,722 | 2.18% | 191,963 | $2,163,169 | Up ×2 | ||
| MSFT Microsoft Corporation - Common Stock | $4,048,759 | 2.14% | 10,854 | $30,934 | |||
| DINO HF Sinclair Corporation Common Stock | $3,935,922 | 2.08% | 56,510 | $386,992 | Down ×4 | ||
| VGSH Vanguard Short-Term Treasury ETF | $3,812,798 | 2.01% | 65,512 | $-1,311,033 | Down ×4 | ||
| ELV Elevance Health, Inc. Common Stock | $3,753,215 | 1.98% | 9,705 | $838,596 | Down ×1 | ||
| PYPL PayPal Holdings, Inc. - Common Stock | $3,571,547 | 1.88% | 82,713 | $-231,075 | Down ×1 | ||
| DTF DTF Tax-Free Income 2028 Term Fund Inc. Common Stock | $3,553,808 | 1.87% | 307,689 | $73,134 | Up ×6 | ||
| TSI TCW Strategic Income Fund, Inc. Common Stock | $3,405,564 | 1.80% | 755,114 | $91,432 | Up ×4 | ||
| NVO Novo Nordisk A/S Common Stock | $3,258,002 | 1.72% | 67,960 | $-327,383 | Down ×1 | ||
| SLB SLB Limited Common Shares | $2,992,322 | 1.58% | 63,959 | $-324,409 | Down ×5 | ||
| SDRL Seadrill Limited Common Shares | $2,927,041 | 1.54% | 77,394 | $-379,626 | Up ×3 | ||
| TDW Tidewater Inc. Common Stock | $2,894,940 | 1.53% | 43,448 | $-1,024,808 | Down ×2 | ||
| FXY | $2,773,687 | 1.46% | 49,144 | $-9,994 | Up ×1 | ||
| OIS Oil States International, Inc. Common Stock | $2,689,902 | 1.42% | 335,818 | $-1,230,776 | Down ×3 | ||
| GOOGL Alphabet Inc. - Class A Common Stock | $2,665,980 | 1.41% | 7,460 | $520,782 | |||
| BTT BlackRock Municipal 2030 Target Term Trust | $2,607,635 | 1.38% | 114,387 | $-128,416 | Down ×2 | ||
| DXC DXC Technology Company Common Stock | $2,317,753 | 1.22% | 261,893 | $63,097 | Up ×1 | ||
| BIL | $2,215,489 | 1.17% | 24,176 | $202,708 | Up ×4 | ||
| GBIL | $2,181,485 | 1.15% | 21,780 | $-404,219 | Down ×1 | ||
| NEM Newmont Corporation | $2,137,646 | 1.13% | 22,887 | $-339,872 | |||
| CMCSA Comcast Corporation - Class A Common Stock | $2,122,495 | 1.12% | 86,456 | $957,443 | Up ×1 | ||
| SABA Saba Capital Income & Opportunities Fund II Shares of Beneficial Interest | $2,098,839 | 1.11% | 251,358 | $-245,454 | Down ×1 | ||
| BDX Becton, Dickinson and Company Common Stock | $1,758,455 | 0.93% | 11,620 | $-37,112 | Up ×2 | ||
| HAL Halliburton Company Common Stock | $1,754,909 | 0.93% | 51,691 | $-260,523 | |||
| TSM Taiwan Semiconductor Manufacturing Company Ltd. | $1,626,932 | 0.86% | 3,400 | $474,803 | |||
| NTGR NETGEAR, Inc. - Common Stock | $1,455,639 | 0.77% | 62,340 | $145,239 | Up ×1 | ||
| JPM JP Morgan Chase & Co. Common Stock | $1,447,126 | 0.76% | 4,421 | $146,645 | |||
| IMO | $1,388,768 | 0.73% | 12,330 | $-231,966 | |||
| ADI Analog Devices, Inc. - Common Stock | $1,372,620 | 0.72% | 3,456 | $273,128 | |||
| ALK Alaska Air Group, Inc. Common Stock | $1,287,513 | 0.68% | 24,665 | $371,139 | Down ×1 | ||
| VFVA | $1,272,787 | 0.67% | 8,575 | $248,270 | Up ×5 | ||
| AAPL Apple Inc. - Common Stock | $1,261,610 | 0.67% | 4,360 | $155,086 | |||
| AMZN Amazon.com, Inc. - Common Stock | $1,227,451 | 0.65% | 5,150 | $154,860 | |||
| DE Deere & Company Common Stock | $1,204,593 | 0.64% | 1,899 | $131,810 | |||
| PTEN Patterson-UTI Energy, Inc. - Common Stock | $1,181,044 | 0.62% | 128,654 | $-137,552 | Up ×1 | ||
| CNQ Canadian Natural Resources Limited Common Stock | $1,180,592 | 0.62% | 29,559 | $-273,364 | |||
| JOF Japan Smaller Capitalization Fund Inc Common Stock | $1,163,440 | 0.61% | 98,764 | $73,832 | Down ×6 | ||
| VLO Valero Energy Corporation Common Stock | $1,144,634 | 0.60% | 4,395 | $58,717 | |||
| TIPZ | $1,107,858 | 0.58% | 21,174 | $-132,483 | Down ×4 | ||
| KD Kyndryl Holdings, Inc. Common Stock | $1,010,809 | 0.53% | 89,373 | Up ×1 | |||
| VBF Invesco Bond Fund Common Stock | $931,627 | 0.49% | 61,453 | $348,832 | Up ×1 | ||
| LIN Linde plc - Ordinary Shares | $916,967 | 0.48% | 1,767 | $40,959 | |||
| AMGN Amgen Inc. - Common Stock | $907,835 | 0.48% | 2,507 | $25,747 | |||
| MA Mastercard Incorporated Common Stock | $879,797 | 0.46% | 1,713 | $23,879 | |||
| HP Helmerich & Payne, Inc. Common Stock | $878,643 | 0.46% | 26,837 | $-88,294 | |||
| BIO Bio-Rad Laboratories, Inc. Class A Common Stock | $875,251 | 0.46% | 2,981 | $42,903 | Down ×1 | ||
| CSX CSX Corporation - Common Stock | $866,947 | 0.46% | 18,240 | $118,195 | |||
| PAAS Pan American Silver Corp. Common Stock | $841,738 | 0.44% | 18,793 | $-184,924 | |||
| LBRT Liberty Energy Inc. Class A common stock | $827,552 | 0.44% | 31,598 | $-82,470 | |||
| DIS Walt Disney Company (The) Common Stock | $826,149 | 0.44% | 8,517 | $5,281 | |||
| COST Costco Wholesale Corporation - Common Stock | $811,988 | 0.43% | 868 | $-52,913 | |||
| RTX RTX Corporation Common Stock | $804,455 | 0.42% | 4,240 | $-13,441 | |||
| GMOI | $803,820 | 0.42% | 21,360 | $24,259 | Down ×5 | ||
| NEXT NextDecade Corporation - Common Stock | $797,204 | 0.42% | 105,730 | $-12,688 | |||
| POST Post Holdings, Inc. Common Stock | $794,958 | 0.42% | 9,007 | $-33,192 | Up ×3 | ||
| B Barrick Mining Corporation Common Shares | $779,190 | 0.41% | 21,214 | $-86,129 | |||
| XOP | $771,300 | 0.41% | 5,000 | $-137,850 | |||
| ABBV AbbVie Inc. Common Stock | $766,999 | 0.40% | 3,048 | $104,089 | |||
| BRKA | $748,850 | 0.39% | 1 | $30,710 | |||
| NOV NOV Inc. Common Stock | $735,841 | 0.39% | 39,668 | $-17,838 | Down ×6 | ||
| FCX Freeport-McMoRan, Inc. Common Stock | $710,971 | 0.37% | 11,305 | $46,463 | |||
| NICE NICE Ltd - American Depositary Shares each representing one Ordinary Share | $684,282 | 0.36% | 7,532 | $79,837 | Up ×1 | ||
| NDAQ Nasdaq, Inc. - Common Stock | $650,265 | 0.34% | 8,250 | $-50,078 | |||
| UNP Union Pacific Corporation Common Stock | $643,280 | 0.34% | 2,365 | $69,484 | |||
| CB Chubb Limited Common Stock | $636,357 | 0.34% | 1,862 | $27,669 | |||
| BCHI | $636,021 | 0.34% | 15,999 | $66,021 | Down ×2 | ||
| FIS Fidelity National Information Services, Inc. Common Stock | $635,921 | 0.34% | 16,356 | $627,806 | Up ×1 | ||
| GOOG Alphabet Inc. - Class C Capital Stock | $634,227 | 0.33% | 1,795 | $119,313 | |||
| AEM Agnico Eagle Mines Limited Common Stock | $610,281 | 0.32% | 3,934 | $-188,242 | |||
| NSC Norfolk Southern Corporation Common Stock | $604,013 | 0.32% | 1,920 | $52,973 | |||
| SATS EchoStar Corporation - Common stock | $592,963 | 0.31% | 5,842 | Up ×1 | |||
| GS Goldman Sachs Group, Inc. (The) Common Stock | $561,310 | 0.30% | 555 | $91,786 | |||
| GMOD | $560,158 | 0.30% | 20,365 | $427,762 | Up ×1 | ||
| LOW Lowe's Companies, Inc. Common Stock | $560,045 | 0.30% | 2,540 | $-40,106 | |||
| HD Home Depot, Inc. (The) Common Stock | $555,471 | 0.29% | 1,575 | $37,469 | |||
| ITW Illinois Tool Works Inc. Common Stock | $553,683 | 0.29% | 2,035 | $20,716 | |||
| GOVT | $546,082 | 0.29% | 23,972 | $-217,050 | Down ×4 | ||
| GDX GDX | $517,361 | 0.27% | 6,857 | $971 | Up ×1 | ||
| ICE Intercontinental Exchange Inc. Common Stock | $499,827 | 0.26% | 4,060 | $-138,730 | |||
| CVX Chevron Corporation Common Stock | $491,644 | 0.26% | 2,966 | $-122,021 | |||
| GDXJ | $485,650 | 0.26% | 4,943 | $-107,708 | |||
| COF Capital One Financial Corporation Common Stock | $479,482 | 0.25% | 2,390 | $43,474 | |||
| BRKB | $471,367 | 0.25% | 942 | $19,961 | |||
| TFPM Triple Flag Precious Metals Corp. Common Shares | $462,707 | 0.24% | 15,439 | $-73,181 | |||
| EXE Expand Energy Corporation - Common Stock | $457,774 | 0.24% | 5,020 | $-82,344 | Up ×2 | ||
| TMO Thermo Fisher Scientific Inc Common Stock | $456,665 | 0.24% | 910 | $8,945 | |||
| SLVR Sprott Silver Miners & Physical Silver ETF | $446,641 | 0.24% | 8,899 | $-80,002 | |||
| CTVA Corteva, Inc. Common Stock | $440,896 | 0.23% | 5,206 | $5,102 | |||
| NG | $433,106 | 0.23% | 72,547 | $-216,651 | Up ×2 | ||
| IVE | $416,655 | 0.22% | 1,835 | $-76,380 | Down ×1 | ||
| INTC Intel Corporation - Common Stock | $412,746 | 0.22% | 2,956 | $235,079 | Down ×2 | ||
| COP ConocoPhillips Common Stock | $409,602 | 0.22% | 3,940 | $-110,478 | |||
| No matches | |||||||
Conviction holdings
Positions increased for 3+ consecutive quarters.
Share counts are as reported in 13F filings (not split-adjusted)
Biggest new bets
New positions opened this quarter, largest first.
| Security | Value | Shares | % of portfolio |
|---|---|---|---|
| KD | $1,010,809 | 89,373 | 0.53% |
| SATS | $592,963 | 5,842 | 0.31% |
| RYN | $173,262 | 8,142 | 0.09% |
| Unknown issuer (CUSIP: 438516205) | $117,548 | 525 | 0.06% |
| Unknown issuer (CUSIP: 43849R105) | $116,067 | 525 | 0.06% |
| META | $85,620 | 152 | 0.05% |
| VOO | $11,816 | 17 | 0.01% |
| SCHD | $3,073 | 97 | 0.00% |
| Unknown issuer (CUSIP: 05338N101) | $626 | 1,250 | 0.00% |
Top movers (QoQ)
Exited positions
Includes corporate events (mergers, delistings) — not all exits are sells
Closed positions reflect 13F reporting changes; for index managers these are often mechanical (delisting, M&A, index rebalancing), not active decisions.
| Security | Quarter | Shares before | Value before | Price since exit |
|---|---|---|---|---|
| XOM | June 30, 2026 | 36,123 | $6,128,555 | 22.5% |
| NE | Sept. 30, 2025 | 194,482 | $5,163,497 | 66.0% |
| AVGO | March 31, 2025 | 5,960 | $1,381,766 | 117.5% |
| MJDLF | Sept. 30, 2025 | 168,436 | $1,099,887 | No longer tracked |
| JNJ | March 31, 2026 | 5,037 | $1,042,407 | 11.2% |
| HYI | Sept. 30, 2025 | 81,423 | $975,448 | -10.1% |
| CAT | March 31, 2026 | 1,465 | $839,255 | 14.1% |
| DELL | March 31, 2026 | 6,166 | $776,176 | 164.0% |
| BRKA | Sept. 30, 2025 | 1 | $728,800 | No longer tracked |
| KW | June 30, 2026 | 55,746 | $609,861 | No longer tracked |
| SAP | March 31, 2025 | 2,420 | $595,828 | -19.5% |
| GLD | Dec. 31, 2025 | 1,500 | $533,205 | No longer tracked |
| LVMUY | Sept. 30, 2025 | 4,690 | $492,731 | No longer tracked |
| GOLD | June 30, 2025 | 23,309 | $453,127 | 102.5% |
| MITEY | Sept. 30, 2025 | 23,079 | $430,885 | No longer tracked |
| PRNDY | Sept. 30, 2025 | 15,690 | $314,428 | No longer tracked |
| MINT | Sept. 30, 2025 | 3,005 | $302,108 | No longer tracked |
| ORXXXX | June 30, 2025 | 13,975 | $295,152 | No longer tracked |
| RHHBY | Sept. 30, 2025 | 7,217 | $294,165 | No longer tracked |
| LXU | Sept. 30, 2025 | 32,877 | $256,441 | 37.6% |
| ACDC | June 30, 2025 | 31,616 | $239,965 | -41.0% |
| HON | June 30, 2026 | 1,053 | $238,010 | -1.2% |
| ORCL | June 30, 2025 | 1,580 | $220,900 | -34.8% |
| ANGPY | Sept. 30, 2025 | 28,556 | $212,171 | No longer tracked |
| HEINY | Sept. 30, 2025 | 4,341 | $189,702 | No longer tracked |
| APH | March 31, 2025 | 2,600 | $180,570 | 134.3% |
| KNBWY | Sept. 30, 2025 | 12,693 | $177,956 | No longer tracked |
| META | Sept. 30, 2025 | 214 | $157,951 | -25.5% |
| BLCO | March 31, 2025 | 7,806 | $140,976 | 20.4% |
| UAL | Sept. 30, 2025 | 1,770 | $140,945 | 17.4% |
| SCHD | March 31, 2025 | 4,666 | $127,472 | No longer tracked |
| KMTUY | Sept. 30, 2025 | 3,670 | $121,110 | No longer tracked |
| PSX | March 31, 2025 | 1,011 | $115,217 | 97.6% |
| NSRGY | Sept. 30, 2025 | 1,135 | $112,728 | No longer tracked |
| NBRWF | Sept. 30, 2025 | 170,122 | $112,281 | No longer tracked |
| ULXXXX | Dec. 31, 2025 | 1,882 | $111,565 | No longer tracked |
| VFH | March 31, 2025 | 924 | $109,045 | No longer tracked |
| DANOY | Sept. 30, 2025 | 6,590 | $107,812 | No longer tracked |
| AFL | March 31, 2025 | 1,018 | $105,331 | 4.2% |
| CTRA | June 30, 2026 | 2,932 | $103,030 | No longer tracked |
| KDDIY | Sept. 30, 2025 | 5,400 | $92,421 | No longer tracked |
| IMPUY | Sept. 30, 2025 | 10,000 | $90,200 | No longer tracked |
| IBTG | March 31, 2026 | 3,346 | $76,540 | 0.0% |
| GBLBY | Sept. 30, 2025 | 8,900 | $74,805 | No longer tracked |
| GLNCY | Sept. 30, 2025 | 9,330 | $72,587 | No longer tracked |
| VIG | March 31, 2026 | 244 | $53,626 | No longer tracked |
| CWGL | Sept. 30, 2025 | 9,200 | $50,600 | No longer tracked |
| IBTF | Dec. 31, 2025 | 2,094 | $48,926 | No longer tracked |
| VPL | Sept. 30, 2025 | 580 | $47,664 | No longer tracked |
| FANUY | Sept. 30, 2025 | 3,485 | $47,361 | No longer tracked |
| EWY | March 31, 2026 | 442 | $42,971 | No longer tracked |
| MAG | March 31, 2025 | 3,159 | $42,962 | No longer tracked |
| ALLW | March 31, 2026 | 1,500 | $41,235 | |
| DAL | Sept. 30, 2025 | 800 | $39,344 | 44.2% |
| TSCDY | Sept. 30, 2025 | 2,275 | $38,084 | No longer tracked |
| XLV | June 30, 2025 | 250 | $36,503 | No longer tracked |
| MLPA | June 30, 2025 | 675 | $35,930 | No longer tracked |
| VPU | June 30, 2026 | 165 | $32,693 | No longer tracked |
| AMJB | June 30, 2025 | 985 | $31,993 | No longer tracked |
| VNQ | June 30, 2026 | 344 | $30,513 | No longer tracked |
| AU | March 31, 2025 | 1,270 | $29,312 | 195.1% |
| NHYDY | Sept. 30, 2025 | 5,040 | $28,778 | No longer tracked |
| IGI | March 31, 2025 | 1,714 | $27,955 | -3.3% |
| PMN | March 31, 2025 | 29,416 | $27,880 | 1964.3% |
| SII | March 31, 2026 | 270 | $26,438 | -16.0% |
| PROSY | Sept. 30, 2025 | 2,280 | $25,376 | No longer tracked |
| MTG | June 30, 2025 | 990 | $24,532 | 10.6% |
| PXF | June 30, 2026 | 347 | $24,255 | No longer tracked |
| HMY | March 31, 2025 | 2,853 | $23,423 | 45.7% |
| SLV | Sept. 30, 2025 | 600 | $19,686 | No longer tracked |
| TMUS | March 31, 2025 | 80 | $17,658 | -31.6% |
| NGD | March 31, 2026 | 2,000 | $17,420 | No longer tracked |
| BIIB | June 30, 2026 | 84 | $15,400 | 1.8% |
| STR | June 30, 2025 | 768 | $15,260 | No longer tracked |
| PAASF | Sept. 30, 2025 | 57,969 | $14,202 | No longer tracked |
| MLAC | June 30, 2026 | 1,250 | $13,163 | No longer tracked |
| NGLOY | Sept. 30, 2025 | 880 | $12,971 | No longer tracked |
| MTLHY | Sept. 30, 2025 | 500 | $12,380 | No longer tracked |
| FLKR | June 30, 2026 | 300 | $11,961 | No longer tracked |
| JAZZ | March 31, 2025 | 95 | $11,699 | 102.4% |
| EQT | June 30, 2026 | 175 | $11,137 | 2.6% |
| MKTX | June 30, 2025 | 50 | $10,818 | -27.6% |
| GT | March 31, 2025 | 1,200 | $10,800 | -36.4% |
| RODM | March 31, 2025 | 375 | $10,658 | No longer tracked |
| NVDA | Sept. 30, 2025 | 65 | $10,269 | 17.5% |
| IEI | June 30, 2026 | 86 | $10,200 | |
| LAD | June 30, 2026 | 40 | $9,989 | 27.9% |
| WHGLY | Sept. 30, 2025 | 500 | $9,635 | No longer tracked |
| OLYMY | Sept. 30, 2025 | 800 | $9,424 | No longer tracked |
| EFA | March 31, 2026 | 91 | $8,739 | No longer tracked |
| DAVA | March 31, 2025 | 250 | $7,725 | -84.0% |
| CSCO | Sept. 30, 2025 | 110 | $7,632 | 61.0% |
| MIELY | Sept. 30, 2025 | 175 | $7,525 | No longer tracked |
| TRP | March 31, 2026 | 135 | $7,426 | 1.1% |
| WBD | June 30, 2026 | 264 | $7,249 | 6.4% |
| IEMG | March 31, 2026 | 102 | $6,856 | No longer tracked |
| SYY | March 31, 2025 | 86 | $6,576 | 12.2% |
| TTE | Dec. 31, 2025 | 105 | $6,267 | 40.4% |
| NOK | June 30, 2026 | 700 | $5,628 | -25.4% |
| RWT | March 31, 2025 | 850 | $5,551 | -20.8% |
| OCSL | March 31, 2025 | 333 | $5,088 | -14.6% |
| HES | March 31, 2025 | 37 | $4,921 | No longer tracked |
| JWN | March 31, 2025 | 200 | $4,830 | No longer tracked |
| IPG | Dec. 31, 2025 | 170 | $4,745 | No longer tracked |
| ENB | March 31, 2026 | 90 | $4,305 | -5.6% |
| RBGLY | Sept. 30, 2025 | 300 | $4,119 | No longer tracked |
| SILV | March 31, 2025 | 450 | $4,095 | No longer tracked |
| FIS | March 31, 2025 | 49 | $3,958 | -45.5% |
| ACN | March 31, 2025 | 11 | $3,870 | -40.7% |
| HUM | March 31, 2025 | 10 | $2,537 | 44.7% |
| EQX | March 31, 2025 | 500 | $2,510 | No longer tracked |
| ZIMV | Dec. 31, 2025 | 128 | $2,424 | No longer tracked |
| SILJ | March 31, 2025 | 243 | $2,413 | No longer tracked |
| BEN | March 31, 2025 | 100 | $2,029 | 77.2% |
| MS | June 30, 2025 | 17 | $1,983 | 51.8% |
| AJG | June 30, 2025 | 5 | $1,726 | -18.6% |
| SHY | March 31, 2026 | 20 | $1,656 | |
| MLM | June 30, 2025 | 3 | $1,434 | -4.0% |
| ETN | June 30, 2025 | 5 | $1,359 | 16.7% |
| EDNMY | Sept. 30, 2025 | 85 | $1,318 | No longer tracked |
| NEE | June 30, 2025 | 18 | $1,276 | 23.5% |
| AMLP | Sept. 30, 2025 | 25 | $1,222 | No longer tracked |
| IIF | June 30, 2025 | 50 | $1,220 | -18.2% |
| WCN | June 30, 2025 | 6 | $1,171 | -9.3% |
| ISRG | June 30, 2025 | 2 | $991 | -27.3% |
| JMHLY | Sept. 30, 2025 | 20 | $965 | No longer tracked |
| IWD | June 30, 2025 | 5 | $941 | No longer tracked |
| SCHW | June 30, 2026 | 10 | $940 | 20.4% |
| SSRM | Sept. 30, 2025 | 61 | $779 | 45.4% |
| MLPX | June 30, 2025 | 6 | $383 | No longer tracked |