Tamar Securities, LLC

Broker-Dealer

CIK

1703081

Location

Woodland Hills, CA

Portfolio Value

Small $724,353,504

Diversification

Diversified

Filing Date

Global Rank

#2,137 / 8,623 ▲ 44 · as of Mar 2026

Top Industry

Internet Retail 15.2%

3Y Alpha vs SPY

-4.5%

Period ended 4 months ago

Filed May 14, 2026 · 3mo

24 quarters · since Jun 2020

Clone Performance

Jul 2023–Jul 2026 · vs SPY

Hypothetical growth of buying every stock this filer reported holding, rebalancing on each filing and indexed to the same start. Option positions cannot be bought this way and are left out.

Cloned portfolio

+47.5%

SPY

+65.3%

Annualised alpha

-4.4%

Max drawdown

−18.4%

Estimate. 13F holdings are quarter-lagged, so the clone rebalances about 45 days after each period end — when the filing becomes public — and it excludes option and short positions. It tracks 100% of reported value on average across 13 quarters. Past performance does not predict future results.

Portfolio Concentration

63 tracked positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025

Top Position

7.0%

+0.3 pts

Top 5

30.2%

−0.4 pts

Top 10

51.9%

−0.6 pts

HHI

417

Diversified−5

Portfolio Trend

24 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Technology	27.4%	$198,525,228	17
Consumer Cyclical	17.9%	$129,322,300	5
Financial Services	10.9%	$79,055,043	10
Basic Materials	9.5%	$68,817,392	3
Industrials	9.0%	$65,502,537	5
Communication Services	8.8%	$63,466,664	3
Healthcare	8.0%	$57,713,452	7
Energy	4.3%	$30,955,824	1
Utilities	2.1%	$15,056,054	2
Unclassified	2.0%	$14,287,303	6
Consumer Defensive	0.2%	$1,593,708	3
Real Estate	0.0%	$57,999	1

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
NEM	NEWMONT Corp /DE/	+166,437	169,510	$18,349,457
AMZN	Amazon Com Inc	+30,534	240,914	$50,175,158
QCOM	Qualcomm Inc/De	+24,565	167,924	$21,625,252
BABA	Alibaba Group Holding Ltd	+23,510	184,521	$23,150,004
VST	Vistra Corp.	+21,432	98,041	$14,738,503
MSFT	Microsoft Corp	+19,465	110,609	$40,944,133
IBOC	International Bancshares Corp	+18,583	756,940	$50,934,492
TTRX	Turn Therapeutics Inc.	+15,000	30,000	$96,000
XOM	ExxonMobil Holdings Corp	+12,730	182,458	$30,955,824
V	Visa Inc.	+11,618	83,149	$25,130,953
CDNS	Cadence Design Systems Inc	+10,935	57,728	$16,040,879
FCX	Freeport-Mcmoran Inc	+10,593	507,305	$29,819,387
META	Meta Platforms, Inc.	+9,594	73,430	$42,011,505
SNPS	Synopsys Inc	+8,300	67,151	$26,624,028
CRDF	Cardiff Oncology, Inc.	+7,845	19,340	$31,330
MELI	Mercadolibre Inc	+6,895	20,019	$34,613,251
SHW	Sherwin Williams Co	+3,780	64,416	$20,648,548
ABTC	American Bitcoin Corp.	+2,864	13,199	$813
AMGN	Amgen Inc	+2,159	83,500	$29,379,475
OPEN	Opendoor Technologies Inc.	+2,114	12,393	$57,999
CRNT	Ceragon Networks Ltd	+1,278	18,294	$39,515
NVDA	Nvidia Corp	+1,243	119,036	$20,759,878
AVGO	Broadcom Inc.	+944	4,259	$1,318,203
GLD	Spdr Gold Trust	+725	26,920	$11,583,406
IBIT	iShares Bitcoin Trust ETF	+692	16,922	$650,143
No positions match the current search.

Trimmed

Positions the filer reduced

20 positions

Ticker	Company	Δ Shares	Shares	Value
ELV	Elevance Health, Inc.	−86,681	725	$212,243
RTX	RTX Corp	−30,792	134,799	$26,002,727
ASML	Asml Holding NV	−11,069	24,321	$32,123,906
LMT	Lockheed Martin Corp	−10,347	31,520	$19,050,372
TSLA	Tesla, Inc.	−6,142	57,498	$21,374,881
REGN	Regeneron Pharmaceuticals, Inc.	−5,157	35,299	$27,273,419
BMNR	Bitmine Immersion Technologies, Inc.	−3,073	23,274	$460,359
ETHA	iShares Ethereum Trust ETF	−1,400	32,916	$521,060
BTT	BlackRock Municipal 2030 Target Term Trust	−1,210	11,150	$253,105
AAPL	Apple Inc.	−1,075	137,184	$34,815,927
GOOGL	Alphabet Inc.	−1,043	9,301	$2,674,595
BMY	Bristol Myers Squibb Co	−907	7,082	$429,523
C	Citigroup Inc	−669	3,900	$442,299
PLTR	Palantir Technologies Inc.	−356	9,457	$1,383,369
SLV	iShares Silver Trust	−353	5,748	$391,668
SPY	Spdr S&P 500 ETF Trust	−204	512	$332,974
PG	PROCTER & GAMBLE Co	−175	1,460	$210,882
QQQ	Invesco Qqq Trust, Series 1	−107	1,400	$808,052
COST	Costco Wholesale Corp /New	−45	778	$775,222
TXN	Texas Instruments Inc	−22	2,205	$428,078
No positions match the current search.

New Positions

Positions the filer opened this quarter

4 positions

Ticker	Company	Shares	Value
SPOT	Spotify Technology S.A.	38,730	$18,780,564
TOST	Toast, Inc.	17,748	$470,499
GEV	GE Vernova Inc.	277	$241,793
MU	Micron Technology Inc	626	$211,487
No positions match the current search.

Sold Out

Positions the filer fully exited

6 positions

Ticker	Company	Shares	Value
PYPL	PayPal Holdings, Inc.	201,963	$11,790,599
FBTC	Fidelity Wise Origin Bitcoin Fund	4,125	$314,448
COIN	Coinbase Global, Inc.	1,287	$291,042
ORCL	Oracle Corp	1,378	$268,585
MSTR	Strategy Inc	1,577	$239,625
RUM	RUM Group Inc.	11,501	$72,686
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

63 tracked positions · $724,353,504 total · filing declares 91 positions · $934,152,109 · as of Mar 31, 2026

All sectors Basic Materials Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Real Estate Technology Utilities

Showing 1–50 of 63 positions by value · page 1 of 2

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
IBOC	International Bancshares Corp Financial Services	Added	756,940	+18,583	$50,934,492	+3.8%	7.03%
AMZN	Amazon Com Inc CALL + SHARES Consumer Cyclical	Added	240,914	+30,534	$50,175,158	+3.3%	6.93%
META	Meta Platforms, Inc. CALL + SHARES Communication Services	Added	73,430	+9,594	$42,011,505	−0.3%	5.80%
MSFT	Microsoft Corp CALL + SHARES Technology	Added	110,609	+19,465	$40,944,133	−7.1%	5.65%
AAPL	Apple Inc. Technology	Reduced	137,184	-1,075	$34,815,927	−7.4%	4.81%
MELI	Mercadolibre Inc Consumer Cyclical	Added	20,019	+6,895	$34,613,251	+30.9%	4.78%
ASML	Asml Holding NV Technology	Reduced	24,321	-11,069	$32,123,906	−15.2%	4.43%
XOM	ExxonMobil Holdings Corp Energy	Added	182,458	+12,730	$30,955,824	+51.6%	4.27%
FCX	Freeport-Mcmoran Inc Basic Materials	Added	507,305	+10,593	$29,819,387	+18.2%	4.12%
AMGN	Amgen Inc Healthcare	Added	83,500	+2,159	$29,379,475	+10.4%	4.06%
REGN	Regeneron Pharmaceuticals, Inc. CALL + SHARES Healthcare	Reduced	35,299	-5,157	$27,273,419	−12.7%	3.77%
SNPS	Synopsys Inc Technology	Added	67,151	+8,300	$26,624,028	−3.7%	3.68%
RTX	RTX Corp Industrials	Reduced	134,799	-30,792	$26,002,727	−14.4%	3.59%
V	Visa Inc. Financial Services	Added	83,149	+11,618	$25,130,953	+0.2%	3.47%
BABA	Alibaba Group Holding Ltd Consumer Cyclical	Added	184,521	+23,510	$23,150,004	−1.9%	3.20%
QCOM	Qualcomm Inc/De Technology	Added	167,924	+24,565	$21,625,252	−11.8%	2.99%
TSLA	Tesla, Inc. Consumer Cyclical	Reduced	57,498	-6,142	$21,374,881	−25.3%	2.95%
NVDA	Nvidia Corp CALL + SHARES Technology	Added	119,036	+1,243	$20,759,878	−5.5%	2.87%
SHW	Sherwin Williams Co Basic Materials	Added	64,416	+3,780	$20,648,548	+5.1%	2.85%
PWR	Quanta Services, Inc. Industrials	Added	36,140	+618	$19,841,582	+32.3%	2.74%
LMT	Lockheed Martin Corp Industrials	Reduced	31,520	-10,347	$19,050,372	−5.9%	2.63%
SPOT	Spotify Technology S.A. CALL + SHARES Communication Services	NEW	38,730	NEW	$18,780,564	NEW	2.59%
NEM	NEWMONT Corp /DE/ Basic Materials	Added	169,510	+166,437	$18,349,457	+5880.2%	2.53%
CDNS	Cadence Design Systems Inc Technology	Added	57,728	+10,935	$16,040,879	+9.7%	2.21%
VST	Vistra Corp. Utilities	Added	98,041	+21,432	$14,738,503	+19.3%	2.03%
GLD	Spdr Gold Trust	Added	26,920	+725	$11,583,406	+11.6%	1.60%
GOOGL	Alphabet Inc. Communication Services	Reduced	9,301	-1,043	$2,674,595	−17.4%	0.37%
PLTR	Palantir Technologies Inc. Technology	Reduced	9,457	-356	$1,383,369	−20.7%	0.19%
AVGO	Broadcom Inc. CALL + SHARES Technology	Added	4,259	+944	$1,318,203	+14.9%	0.18%
QQQ	Invesco Qqq Trust, Series 1	Reduced	1,400	-107	$808,052	−12.7%	0.11%
COST	Costco Wholesale Corp /New Consumer Defensive	Reduced	778	-45	$775,222	+9.2%	0.11%
JPM	Jpmorgan Chase & Co Financial Services	Added	2,393	+65	$703,924	−6.2%	0.10%
TSM	Taiwan Semiconductor Manufacturing Co Ltd Technology	Added	1,955	+315	$660,692	+32.6%	0.09%
IBIT	iShares Bitcoin Trust ETF	Added	16,922	+692	$650,143	−19.3%	0.09%
WMT	Walmart Inc. Consumer Defensive	Added	4,889	+176	$607,604	+15.7%	0.08%
ETHA	iShares Ethereum Trust ETF	Reduced	32,916	-1,400	$521,060	−32.3%	0.07%
AMD	Advanced Micro Devices Inc CALL + SHARES Technology	Added	2,454	+344	$499,217	+10.5%	0.07%
TOST	Toast, Inc. CALL + SHARES Technology	NEW	17,748	NEW	$470,499	NEW	0.06%
BMNR	Bitmine Immersion Technologies, Inc. Financial Services	Reduced	23,274	-3,073	$460,359	−35.6%	0.06%
BRK-B	Berkshire Hathaway Inc Financial Services	Added	937	+266	$449,010	+33.1%	0.06%
C	Citigroup Inc Financial Services	Reduced	3,900	-669	$442,299	−17.0%	0.06%
BMY	Bristol Myers Squibb Co Healthcare	Reduced	7,082	-907	$429,523	−0.3%	0.06%
TXN	Texas Instruments Inc Technology	Reduced	2,205	-22	$428,078	+10.8%	0.06%
SLV	iShares Silver Trust	Reduced	5,748	-353	$391,668	−0.3%	0.05%
GE	General Electric Co Industrials	Added	1,290	+64	$366,063	−3.1%	0.05%
AFL	Aflac Inc Financial Services	Held	3,102	0	$340,320	−0.5%	0.05%
MA	Mastercard Inc Financial Services	Added	680	+37	$339,768	−7.4%	0.05%
SPY	Spdr S&P 500 ETF Trust	Reduced	512	-204	$332,974	−31.8%	0.05%
SRE	Sempra Utilities	Added	3,268	+139	$317,551	+14.9%	0.04%
UBER	Uber Technologies, Inc CALL + SHARES Technology	Added	4,111	+44	$295,704	−11.0%	0.04%

Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.