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Source Capital shares owned by Hara Capital

Quarter-by-quarter ownership of Source Capital (SOR) shares owned by Hara Capital from 13F filings

Historical chart of Hara Capital investment in Source Capital

Tip: Access up to 7 years of quarterly data

All positions including Source Capital held by Hara Capital consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Source Capital by Hara Capital

Quarter filed Position value Share count Share price at filing
2025-09-30 $4.9M 109k 45.02
2025-06-30 $4.7M 108k 43.36
2025-03-31 $3.0M 72k 41.51

More positions owned by Hara Capital

Pbf Energy L A (PBF)
Valaris L A (VAL)
Vanguard Scottsdale Fds Hort Term Treas (VGSH)
Vanguard Scottsdale Fds Nter Term Treas (VGIT)
Nabors Industries HS (NBR)
California Res Corp Om Stock (CRC)
Source Capital Om Shs Of Ben I (SOR)
Goldman Sachs Etf Tr Cces Treasury (GBIL)
Exxon Mobil Corp Om (XOM)
Centene Corp Del Om (CNC)
Elevance Health Inc Formerly Om (ELV)
Invesco Currencyshares Japan Apanese Yen (FXY)
Dtf Tax-free Income 2028 Ter Om (DTF)
Hf Sinclair Corp Om (DINO)
Microsoft Corp Om (MSFT)

View all positions for Hara Capital

Top funds holding Source Capital

DKM Wealth Management
D.A. Davidson & Co.
Hara Capital
Morgan Stanley
Mesirow Financial Investment Management International Equity
First Trust Advisors
Wells Fargo & Company
Raymond James Financial
Hennion & Walsh Asset Management
Anchor Investment Management
Smith Asset Management
Invesco
Chemistry Wealth Management
Us Bancorp
LPL Financial

View all funds holding Source Capital