2026 Q2 Portfolio Activity
In 2026 Q2, Ahara Advisors LLC maintained a portfolio of 59 distinct positions. The most significant new addition was PROGRESSIVE CORP, now representing 5.34% of the total fund value. They heavily accumulated shares in MICROSOFT CORP, increasing the position by 708.1%. The fund also reduced its exposure to VANGUARD INDEX FDS by 98.6%.
Position History
hover any row below to update
Loading…
Ahara Advisors LLC
AUM $145M
Total Positions
59
Quarter
2026 Q2
Top Holding
MSFT (14.0%)
Top 10 Concentration
59.9%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
Showing 1-50 of 59
Ahara Advisors LLC Full Holdings List — 2026 Q2
| Stock | History | Sector / Type | Port % | Prev % | Rank / Prev | Conviction | Change | % Change | Influence | Shares | Mkt Value | Avg Cost | Price Held | 1st Owned | Source | Source Date | Date Reported | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
|
MSFT
MICROSOFT CORP
|
Technology | 14.01% | 3.05% |
#1
11
Prev: #12
|
9.0 |
—
|
49,101 | 708.1% |
P
S
|
56,035 | $20,735,346 |
$371.87
+35.8%
|
2026 Q1 | 13F Filing | 2026-06-30 | 2026-07-22 | ||
|
DIS
DISNEY WALT CO
|
Communication Services | 8.42% | 1.98% |
#2
14
Prev: #16
|
7.9 |
—
|
16,183 | 84.7% |
P
S
|
35,294 | $12,470,558 | 2026 Q1 | 13F Filing | 2026-06-30 | 2026-07-22 | |||
|
VWO
VANGUARD INTL E...
|
ETF | 6.43% | 0.22% |
#3
44
Prev: #47
|
6.6 |
—
|
22,163 | 497.9% |
P
S
|
26,614 | $9,511,054 | 2026 Q1 | 13F Filing | 2026-06-30 | 2026-07-22 | |||
|
FXI
ISHARES TR
|
ETF | 6.37% | 0.37% |
#4
35
Prev: #39
|
6.0 |
—
|
119,868 | 1114.1% |
P
S
|
130,627 | $9,426,044 | 2026 Q1 | 13F Filing | 2026-06-30 | 2026-07-22 | |||
|
WFC
WELLS FARGO & C...
|
Financial Services | 5.88% | 0.45% |
#5
33
Prev: #38
|
5.9 |
—
|
38,162 | 719.8% |
P
S
|
43,464 | $8,696,744 | 2026 Q1 | 13F Filing | 2026-06-30 | 2026-07-22 | |||
|
PGR
PROGRESSIVE COR...
|
Financial Services | 5.34% | — |
#6
Prev: #—
|
5.6 |
—
|
55,191 | — |
NEW
|
55,191 | $7,897,832 | 2026 Q2 | 13F Filing | 2026-06-30 | 2026-07-22 | |||
|
FDS
FACTSET RESH SY...
|
Financial Services | 3.48% | 0.45% |
#7
30
Prev: #37
|
4.4 |
—
|
19,901 | 1163.8% |
P
S
|
21,611 | $5,150,766 | 2026 Q1 | 13F Filing | 2026-06-30 | 2026-07-22 | |||
|
ASML
ASML HLDG NV
|
Technology | 3.47% | 0.50% |
#8
27
Prev: #35
|
4.4 |
—
|
8,336 | 1625.0% |
P
S
|
8,849 | $5,140,458 | 2026 Q1 | 13F Filing | 2026-06-30 | 2026-07-22 | |||
|
CRWV
COREWEAVE INC
|
Technology | 3.39% | 2.20% |
#9
5
Prev: #14
|
1.4 |
—
|
-16,491 | -48.7% |
P
S
|
17,347 | $5,019,459 | 2026 Q1 | 13F Filing | 2026-06-30 | 2026-07-22 | |||
|
ARM
ARM HOLDINGS PL...
|
Technology | 3.09% | — |
#10
Prev: #—
|
4.7 |
—
|
9,127 | — |
NEW
|
9,127 | $4,567,169 | 2026 Q2 | 13F Filing | 2026-06-30 | 2026-07-22 | |||
|
PATH
UIPATH INC
|
Technology | 2.90% | 0.20% |
#11
38
Prev: #49
|
3.7 |
—
|
3,514 | 26.5% |
P
S
|
16,794 | $4,297,121 | 2026 Q1 | 13F Filing | 2026-06-30 | 2026-07-22 | |||
|
TSLA
TESLA INC
|
Consumer Cyclical | 2.88% | 2.37% |
#12
1
Prev: #13
|
4.2 |
—
|
5,640 | 97.3% |
P
S
|
11,436 | $4,265,993 | 2026 Q1 | 13F Filing | 2026-06-30 | 2026-07-22 | |||
|
VOO
VANGUARD INDEX ...
|
ETF | 2.81% | 0.26% |
#13
32
Prev: #45
|
4.1 |
—
|
41,314 | 9100.0% |
P
S
|
41,768 | $4,157,587 | 2026 Q1 | 13F Filing | 2026-06-30 | 2026-07-22 | |||
|
NVDA
NVIDIA CORPORAT...
|
Technology | 2.26% | 4.15% |
#14
4
Prev: #10
|
3.9 |
—
|
37,046 | 151.2% |
P
S
|
61,555 | $3,347,361 | 2026 Q1 | 13F Filing | 2026-06-30 | 2026-07-22 | |||
|
SPY
STATE STR SPDR ...
|
ETF | 2.18% | 2.10% |
#15
Prev: #15
|
3.9 |
—
|
79,254 | 2344.1% |
P
S
|
82,635 | $3,221,093 | 2026 Q1 | 13F Filing | 2026-06-30 | 2026-07-22 | |||
|
FSLR
FIRST SOLAR INC
|
Technology | 2.04% | 1.86% |
#16
2
Prev: #18
|
3.8 |
—
|
226,810 | 2897.4% |
P
S
|
234,638 | $3,019,791 | 2026 Q1 | 13F Filing | 2026-06-30 | 2026-07-22 | |||
|
IEUR
ISHARES TR
|
ETF | 1.93% | 0.54% |
#17
15
Prev: #32
|
3.8 |
—
|
694,725 | 8327.0% |
P
S
|
703,068 | $2,854,456 | 2026 Q1 | 13F Filing | 2026-06-30 | 2026-07-22 | |||
|
IVV
ISHARES TR
|
ETF | 1.82% | 0.73% |
#18
8
Prev: #26
|
3.7 |
—
|
26,842 | 2276.7% |
P
S
|
28,021 | $2,697,023 | 2026 Q1 | 13F Filing | 2026-06-30 | 2026-07-22 | |||
|
ZM
ZOOM COMMUNICAT...
|
Technology | 1.63% | 0.34% |
#19
21
Prev: #40
|
3.7 |
—
|
9,596 | 224.6% |
P
S
|
13,869 | $2,407,381 | 2026 Q1 | 13F Filing | 2026-06-30 | 2026-07-22 | |||
|
BLND
BLEND LABS INC
|
Technology | 1.36% | 0.54% |
#20
13
Prev: #33
|
0.5 |
—
|
-191,129 | -98.6% |
P
S
|
2,694 | $2,011,801 | 2026 Q1 | 13F Filing | 2026-06-30 | 2026-07-22 | |||
|
BRK/B
BERKSHIRE HATHA...
|
Financial Services | 1.21% | 5.39% |
#21
16
Prev: #5
|
2.5 |
—
|
1,359 | 11.5% |
P
S
|
13,166 | $1,796,432 | 2026 Q1 | 13F Filing | 2026-06-30 | 2026-07-22 | |||
|
ABNB
AIRBNB INC
|
Consumer Cyclical | 1.20% | 5.69% |
#22
18
Prev: #4
|
0.5 |
—
|
-38,613 | -83.6% |
P
S
|
7,550 | $1,781,380 | 2026 Q1 | 13F Filing | 2026-06-30 | 2026-07-22 | |||
|
CRM
SALESFORCE INC
|
Technology | 1.14% | 1.57% |
#23
3
Prev: #20
|
0.5 |
—
|
-2,984 | -45.8% |
P
S
|
3,532 | $1,686,623 | 2026 Q1 | 13F Filing | 2026-06-30 | 2026-07-22 | |||
|
PINS
PINTEREST INC
|
Communication Services | 1.08% | 0.62% |
#24
5
Prev: #29
|
0.4 |
—
|
-16,223 | -61.3% |
P
S
|
10,228 | $1,602,313 | 2026 Q1 | 13F Filing | 2026-06-30 | 2026-07-22 | |||
|
XOM
EXXON MOBIL COR...
|
Energy | 1.03% | 0.23% |
#25
21
Prev: #46
|
3.4 |
—
|
3,777 | 182.3% |
P
S
|
5,849 | $1,526,589 | 2026 Q1 | 13F Filing | 2026-06-30 | 2026-07-22 | |||
|
AVGO
BROADCOM INC
|
Technology | 1.02% | — |
#26
Prev: #—
|
3.9 |
—
|
3,580 | — |
NEW
|
3,580 | $1,505,748 | 2026 Q2 | 13F Filing | 2026-06-30 | 2026-07-22 | |||
|
GOOG
ALPHABET INC
|
Communication Services | 1.00% | 10.60% |
#27
25
Prev: #2
|
0.4 |
—
|
-17,581 | -47.3% |
P
S
|
19,579 | $1,474,891 | 2026 Q1 | 13F Filing | 2026-06-30 | 2026-07-22 | |||
|
RNG
RINGCENTRAL INC
|
Technology | 0.78% | 1.96% |
#28
11
Prev: #17
|
0.3 |
—
|
-68,375 | -91.3% |
P
S
|
6,479 | $1,154,820 | 2026 Q1 | 13F Filing | 2026-06-30 | 2026-07-22 | |||
|
QQQ
INVESCO QQQ TR
|
ETF | 0.72% | 0.50% |
#29
7
Prev: #36
|
3.3 |
—
|
8,369 | 941.4% |
P
S
|
9,258 | $1,064,855 | 2026 Q1 | 13F Filing | 2026-06-30 | 2026-07-22 | |||
|
RBLX
ROBLOX CORP
|
Communication Services | 0.70% | 4.53% |
#30
22
Prev: #8
|
0.3 |
—
|
-61,044 | -99.2% |
P
S
|
518 | $1,030,860 | 2026 Q1 | 13F Filing | 2026-06-30 | 2026-07-22 | |||
|
AMZN
AMAZON COM INC
|
Consumer Cyclical | 0.66% | 4.58% |
#31
24
Prev: #7
|
0.3 |
—
|
-8,229 | -37.7% |
P
S
|
13,608 | $971,611 | 2026 Q1 | 13F Filing | 2026-06-30 | 2026-07-22 | |||
|
PANW
PALO ALTO NETWO...
|
Technology | 0.58% | — |
#32
Prev: #—
|
3.7 |
—
|
2,280 | — |
NEW
|
2,280 | $861,136 | 2026 Q2 | 13F Filing | 2026-06-30 | 2026-07-22 | |||
|
UBER
UBER TECHNOLOGI...
|
Technology | 0.53% | 4.71% |
#33
27
Prev: #6
|
0.2 |
—
|
-62,427 | -98.4% |
P
S
|
1,038 | $777,676 | 2026 Q1 | 13F Filing | 2026-06-30 | 2026-07-22 | |||
|
AMD
ADVANCED MICRO ...
|
Technology | 0.50% | 0.67% |
#34
6
Prev: #28
|
3.2 |
—
|
31,848 | 921.0% |
P
S
|
35,306 | $742,485 | 2026 Q1 | 13F Filing | 2026-06-30 | 2026-07-22 | |||
|
INTU
INTUIT
|
Technology | 0.47% | — |
#35
Prev: #—
|
3.7 |
—
|
41,051 | — |
NEW
|
41,051 | $696,635 | 2026 Q2 | 13F Filing | 2026-06-30 | 2026-07-22 | |||
|
GOOGL
ALPHABET INC
|
Communication Services | 0.42% | 5.79% |
#36
33
Prev: #3
|
0.2 |
—
|
-12,002 | -59.0% |
P
S
|
8,343 | $627,143 | 2026 Q1 | 13F Filing | 2026-06-30 | 2026-07-22 | |||
|
ETSY
ETSY INC
|
Consumer Cyclical | 0.41% | 1.16% |
#37
16
Prev: #21
|
0.2 |
—
|
-21,973 | -95.3% |
P
S
|
1,084 | $610,656 | 2026 Q1 | 13F Filing | 2026-06-30 | 2026-07-22 | |||
|
SCHF
SCHWAB STRATEGI...
|
Bond/Debt | 0.39% | 0.27% |
#38
5
Prev: #43
|
0.2 |
—
|
-9,910 | -78.9% |
P
S
|
2,655 | $579,985 | 2026 Q1 | 13F Filing | 2026-06-30 | 2026-07-22 | |||
|
STUB
STUBHUB HLDGS I...
|
Communication Services | 0.39% | — |
#39
Prev: #—
|
3.7 |
—
|
786 | — |
NEW
|
786 | $578,617 | 2026 Q2 | 13F Filing | 2026-06-30 | 2026-07-22 | |||
|
OKTA
OKTA INC
|
Technology | 0.37% | 0.69% |
#40
13
Prev: #27
|
0.1 |
—
|
-8,409 | -96.3% |
P
S
|
325 | $551,869 | 2026 Q1 | 13F Filing | 2026-06-30 | 2026-07-22 | |||
|
LYFT
LYFT INC
|
Technology | 0.35% | 0.51% |
#41
7
Prev: #34
|
0.1 |
—
|
-27,407 | -94.9% |
P
S
|
1,466 | $519,800 | 2026 Q1 | 13F Filing | 2026-06-30 | 2026-07-22 | |||
|
MQ
MARQETA INC
|
Technology | 0.33% | 1.57% |
#42
23
Prev: #19
|
0.1 |
—
|
-362,532 | -99.4% |
P
S
|
2,123 | $488,463 | 2026 Q1 | 13F Filing | 2026-06-30 | 2026-07-22 | |||
|
TSM
TAIWAN SEMICOND...
|
Technology | 0.32% | 0.97% |
#43
21
Prev: #22
|
3.1 |
—
|
270,064 | 7705.1% |
P
S
|
273,569 | $467,803 | 2026 Q1 | 13F Filing | 2026-06-30 | 2026-07-22 | |||
|
DUOL
DUOLINGO INC
|
Technology | 0.30% | 0.21% |
#44
4
Prev: #48
|
3.1 |
—
|
9,223 | 684.2% |
P
S
|
10,571 | $448,950 | 2026 Q1 | 13F Filing | 2026-06-30 | 2026-07-22 | |||
|
S
SENTINELONE INC
|
Technology | 0.30% | 0.33% |
#45
4
Prev: #41
|
3.1 |
—
|
34,017 | 139.8% |
P
S
|
58,345 | $446,338 | 2026 Q1 | 13F Filing | 2026-06-30 | 2026-07-22 | |||
|
BKNG
BOOKING HOLDING...
|
Consumer Cyclical | 0.28% | 0.87% |
#46
21
Prev: #25
|
3.1 |
—
|
4,915 | 2761.2% |
P
S
|
5,093 | $420,899 | 2026 Q1 | 13F Filing | 2026-06-30 | 2026-07-22 | |||
|
AMPL
AMPLITUDE INC
|
Technology | 0.26% | — |
#47
Prev: #—
|
3.6 |
—
|
552 | — |
NEW
|
552 | $379,174 | 2026 Q2 | 13F Filing | 2026-06-30 | 2026-07-22 | |||
|
AAPL
APPLE INC
|
Technology | 0.25% | 4.27% |
#48
39
Prev: #9
|
0.1 |
—
|
-12,921 | -74.8% |
P
S
|
4,348 | $375,313 | 2026 Q1 | 13F Filing | 2026-06-30 | 2026-07-22 | |||
|
EXPE
EXPEDIA GROUP I...
|
Consumer Cyclical | 0.25% | 3.76% |
#49
38
Prev: #11
|
0.6 |
—
|
-1,355 | -9.3% |
P
S
|
13,254 | $367,136 | 2026 Q1 | 13F Filing | 2026-06-30 | 2026-07-22 | |||
|
RDDT
REDDIT INC
|
Communication Services | 0.23% | 0.89% |
#50
26
Prev: #24
|
3.1 |
—
|
6,501 | 152.7% |
P
S
|
10,759 | $339,877 | 2026 Q1 | 13F Filing | 2026-06-30 | 2026-07-22 |
Showing 1-50 of 59 holdings