Fund HoldingsHara Capital LLC

Total Portfolio Value
$157.91M
Total Bought
$18.41M
Total Sold
$18.63M
Net Transaction
-$215.0K
Filing Period:
Securities
SharesValue ($K)
Q3 2024
Q4 2024
Change
Q3 2024
Q4 2024
Weight (%)
Change
SCHLUMBERGER LTD F(SLB)077,477+77,47702,9701.88%+2,970
NOBLE CORP PLC F(NE)115,611204,677+89,0664,1786,4274.07%+2,249
NOV INC(NOV)0122,595+122,59501,7901.13%+1,790
HELMERICH & PAYNE INC(HP)059,864+59,86401,9171.21%+1,917
VALARIS LTD F(VAL)094,193+94,19304,1672.64%+4,167
HALLIBURTON CO(HAL)054,284+54,28401,4760.93%+1,476
ISHARES IBONDS TERM TREASURY ETF041,861+41,86109250.59%+925
BLACKROCK HEALTH SCIENCE021,943+21,94308320.53%+832
GMO INTERNATIONAL VALUE ETF
GMO INTL VALUE
031,471+31,47107470.47%+747
OIL STS INTL INC0186,752+186,75209450.60%+945
1/100 BERKSHIRE HTWY A CLASS A0100+10006810.43%+681
ALPHABET INC CLASS C(GOOG)03,525+3,52506710.43%+671
PIMCO BROAD US TIPS INDEX ETF
BROAD US TIPS
4,68017,437+12,7572539040.57%+650
SPROTT FOCUS CLOSED END069,586+69,58605090.32%+509
BROADCOM INC(AVGO)05,960+5,96001,3820.88%+1,382
ALPHABET INC CLASS A(GOOG)012,682+12,68202,4011.52%+2,401
AMAZON.COM INC(AMZN)06,440+6,44001,4130.89%+1,413
APPLE INC(AAPL)11,85611,85602,7622,9691.88%+207
CANADIAN NAT RES LTD F(CNQ)022,934+22,93407080.45%+708
TAIWAN SEMICONDUCTOR M FSPONSORED ADR 1 ADR REPS 5 ORD SHS(TSM)07,100+7,10001,4020.89%+1,402
JPMORGAN CHASE & CO(JPM)05,346+5,34601,2810.81%+1,281
HF SINCLAIR CORP(DINO)03,483+3,48301220.08%+122
EXPAND ENERGY CORP(EXE)035,664+35,66403,5502.25%+3,550
DISNEY WALT CO(DIS)7,8207,590-2307528450.54%+93
SEADRILL 2021 LTD F(SDRL)036,301+36,30101,4130.89%+1,413
TEVA PHARMACEUTICAL IN FSPONSORED ADR 1 ADR REPS 1 ORD SHS(TEVA)32,78030,380-2,4005916700.42%+79
MASTERCARD INC CLASS A(MA)2,3662,36601,1681,2460.79%+78
VANECK GOLD MINERS ETF
GOLD MINERS ETF
019,565+19,56506630.42%+663
CAPITAL ONE FINL CORP(COF)02,535+2,53504520.29%+452
ALERIAN MLP INDEX ETN(JPM)02,110+2,1100620.04%+62
GOLDMAN SACHS GROUP INC(GS)0691+69103960.25%+396
COSTCO WHSL CORP NEW(COST)1,6891,687-21,4971,5460.98%+48
BANK OF AMERICA CORP016,451+16,45107230.46%+723
CHARLES SCHWAB CORP(SCHW)9,6129,042-5706236690.42%+46
SMITH & NEPHEW GROUP P FSPONSORED ADR 1 ADR REPS 2 ORD SHS(SNN)02,457+2,4570600.04%+60
WELLS FARGO & CO(WFC)03,242+3,24202280.14%+228
SAP SE FSPONSORED ADR 1 ADR REPS 1 ORD SHS(SAP)2,4202,42005545960.38%+41
PAYPAL HLDGS INC(PYPL)4,8484,84803784140.26%+35
NASDAQ INC(NDAQ)8,2508,25006026380.40%+35
BRISTOL MYERS SQUIBB CO(BMY)10,66110,331-3305525840.37%+33
MARKEL GROUP INC(MKL)0257+25704440.28%+444
ENERGY TRANSFER L P LP(ET)9,1259,12501461790.11%+32
LIBERTY ENERGY INC CLASS A(LBRT)038,324+38,32407620.48%+762
ANGLOGOLD ASHANTI PLC F(AU)01,270+1,2700290.02%+29
WESTERN ASSET INVEST GR01,714+1,7140280.02%+28
HEWLETT PACKARD ENTERPRI(HPE)01,309+1,3090280.02%+28
ENTERPRISE PRODS PART LP(EPD)011,874+11,87403720.24%+372
GILEAD SCIENCES INC(GILD)3,0053,00502522780.18%+26
ZOOM COMMUNICATIONS INC CLASS A(ZM)6,8856,168-7174805030.32%+23
WESTERN ASSET HIGH YLD D0107,463+107,46301,2700.80%+1,270
BOEING CO(BA)81081001231430.09%+20
HONEYWELL INTL INC(HON)01,034+1,03402340.15%+234
VISA INC CLASS A(V)46046001261450.09%+19
RANGE RES CORP(RRC)3,0003,0000921080.07%+16
KRAFT HEINZ CO(KHC)01,700+1,7000520.03%+52
INTUIT(INTU)01,967+1,96701,2360.78%+1,236
SITIO ROYALTIES CORP NEWCLASS A0768+7680150.01%+15
BOOKING HLDGS INC(BKNG)1818076890.06%+14
ISHARES MSCI SOUTH KOREAETF0930+9300470.03%+47
VANGUARD VALUE ETF7711,065+2941681800.11%+12
BECTON DICKINSON & CO(BDX)265335+7064760.05%+12
DEERE & CO(DE)1,8991,89907938050.51%+12
AMPHENOL CORP NEW CLASS A2,6002,60001691810.11%+11
KINDER MORGAN INC DEL(KMI)013,453+13,45303690.23%+369
MCKESSON CORP(MCK)116116057660.04%+9
THE COCA-COLA CO(KO)0691+6910430.03%+43
LABCORP HLDGS INC(LH)01,430+1,43003280.21%+328
CISCO SYS INC(CSCO)1,3431,343071800.05%+8
COTERRA ENERGY INC04,997+4,99701280.08%+128
PALO ALTO NETWORKS INC(PANW)315630+3151081150.07%+7
HDFC BK LTD FSPONSORED ADR 1 ADR REPS 3 ORD SHS(HDB)0431+4310280.02%+28
ROYCE MICRO CAPITAL CF42,56042,56004094150.26%+6
EQT CORP(EQT)0615+6150280.02%+28
ISHARES CORE MSCI EMERGING ETF
CORE MSCI EMKT
0102+102050.00%+5
JOHNSON & JOHNSON(JNJ)02,560+2,56003700.23%+370
WALMART INC(WMT)0456+4560410.03%+41
PARKER-HANNIFIN CORP(PH)1,0101,01006386420.41%+4
SPDR S&P OIL & GAS EXPL & PROD ETF
SP O&G EXPL PRO
05,000+5,00006620.42%+662
BROOKFIELD ASSET MGMT FCLASS A(BAM)0564+5640310.02%+31
GLOBAL X MLP & ENERGY INFRASTRUCTURE
GLB X MLP ENRG I
0606+6060370.02%+37
VIATRIS INC(VTRS)03,431+3,4310430.03%+43
ALPS ALERIAN MLP ETF
ALERIAN MLP
2,7402,74001291320.08%+3
FOMENTO ECONOMICO MEXI FSPONSORED ADR 1 ADR REPS 10 ORD SHS(FMX)0100+100090.01%+9
CARDINAL HEALTH INC(CAH)0280+2800330.02%+33
CNX RES CORP(CNX)0450+4500170.01%+17
GLOBAL X MLP ETF
GLBL X MLP ETF
1,2301,230059610.04%+2
FRANKLIN FTSE SOUTH KOREA ETF
FTSE SOUTH KOREA
16,15219,762+3,6103423440.22%+2
SOUTH BOW CORP F(SOBO)063+63010.00%+1
WARNER BROS DISCOVERY IN(WBD)0597+597060.00%+6
T-MOBILE US INC(TMUS)080+800180.01%+18
JAZZ PHARMACEUTICALS P F(JAZZ)095+950120.01%+12
THE MOSAIC CO(MOS)0445+4450110.01%+11
NOKIA CORP FSPONSORED ADR 1 ADR REPS 1 ORD SHS(NOK)012,400+12,4000550.03%+55
ENBRIDGE INC F(ENB)0380+3800160.01%+16
DIGI INTL INC(DGII)0150+150050.00%+5
NORDSTROM INC0200+200050.00%+5
ALLSTATE CORP(ALL)0105+1050200.01%+20
GOODYEAR TIRE & RUBR CO(GT)01,200+1,2000110.01%+11
ALTRIA GROUP INC(MO)0100+100050.00%+5
EMBECTA CORP018+18000.00%0
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