Tamar Securities, LLC

Registered adviser

CIK

1703081

Location

Woodland Hills, CA

Portfolio Value

Mid $1,069,572,486

Diversification

Diversified

Filing Date

Global Rank

#2,419 / 8,819 ▼ 24

Top Industry

Internet Content & Information 13.5%

Period ended 4 months ago

Filed Aug 5, 2026 · 3mo

25 quarters · since Jun 2020

Regulatory profile

From Form ADV, the SEC filer profile, 13D/13G type codes and N-CEN, never from the name.

Holder type

Registered adviser

Form ADV roster, Oct 1, 2026

Form ADV adviser

CRD 153991

Roster of Oct 1, 2026

Regulatory AUM

$1,521,678,938

Main clients

Individuals and high net worth (93% of AUM)

Form ADV history

Monthly rosters from Dec 2019; each row is a run with the same figures, newest first.

Rosters	Regulatory AUM	Main clients
Apr 2026 to Oct 2026	$1,521,678,938	Individuals and high net worth (93%)
Apr 2025 to Mar 2026	$1,302,372,142	Individuals and high net worth (92%)
Apr 2024 to Mar 2025	$1,089,228,509	Individuals and high net worth (94%)
May 2023 to Mar 2024	$874,321,495	Individuals and high net worth (90%)
Apr 2023	$874,321,495	Individuals and high net worth (90%)
Apr 2022 to Mar 2023	$872,249,097	Individuals and high net worth (81%)

3 earlier changes not shown.

Portfolio style

Measured from the filed 13F common-share book for Jun 30, 2026, never from the firm's own description.

Style

Diversified active

Top 10 weight 46.2%, 30.1 effective positions, active share 67.6% against the S&P 500 as of 2026-06-30; it meets none of the index-like, systematic-like or concentrated tests

Turnover

Low turnover

19.4% over the last four quarters (under 30%)

Horizon

Long horizon

Value-weighted holding period 18.9 quarters (12+)

Closest benchmark: the S&P 500 as of 2026-06-30, active share 67.6%; sector active share 18.3% against the combined 13F book's sector weights.

Over time 25 measured quarters

How the bands are measured

Style bands measure the filed 13F common-share book each closed quarter, tested in this order. Unknown: under $10,000,000 of valued equity or 5 stocks. Index-like (100+ stocks): active share of 20% or less against the closest benchmark, which is the S&P 500, S&P MidCap 400, S&P SmallCap 600, Russell 1000, Russell 2000, Nasdaq-100 or Dow Jones Industrial Average (weighted by an index-tracking fund's reported holdings or the index's constituents nearest the quarter end, over the names resolved to companies, and only when those are 90%+ of its weight) or every 13F filer's combined book, or index series holding 80%+ of the registered fund assets it advises (N-CEN) and equal to 50%+ of its book. Systematic-like: 500+ stocks, 100%+ annual turnover and a top 10 weight of 25% or less. Concentrated: a top 10 weight of 60%+ or 12 or fewer effective positions. Diversified active: none of these. Turnover is the smaller of buys and sells over average equity value, summed over four quarters: low under 30%, high 100%+. Horizon is the value-weighted number of quarters each position has been held: short under 4, long 12+.

Clone Performance

Build a hypothetical price-return history from this filer's public 13F holdings.

View clone backtest

Portfolio Concentration

89 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026

Top Position

7.3%

+0.7 pts

Top 5

27.4%

−0.5 pts

Top 10

46.2%

−0.3 pts

HHI

332

Diversified−10

Portfolio Trend

25 quarters · across all stocks

Sector Breakdown

As of Jun 30, 2026

Sector	% Portfolio	Value	Positions
Technology	24.5%	$262,006,244	17
Unclassified	17.6%	$187,763,542	23
Consumer Cyclical	12.6%	$135,252,676	4
Communication Services	11.1%	$119,122,445	6
Financial Services	9.5%	$101,786,890	15
Basic Materials	7.1%	$76,372,420	3
Healthcare	6.7%	$71,351,315	8
Industrials	6.2%	$66,479,320	6
Energy	2.4%	$26,186,801	1
Utilities	2.0%	$21,803,051	2
Consumer Defensive	0.1%	$1,386,304	3
Real Estate	0.0%	$61,478	1

Last Quarter's Activity

Export CSV

Jun 30, 2026 vs Mar 31, 2026

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
—		+109,996	308,786	$7,555,993
NVDA	Nvidia Corp	+91,344	210,280	$42,074,925
NEM	NEWMONT Corp	+66,219	235,729	$22,017,088
—		+52,642	185,782	$9,443,299
BABA	Alibaba Group Holding Ltd	+46,815	231,336	$22,203,629
XLE	State Street(R) Energy Select Sector SPDR(R) ETF	+40,228	209,693	$11,136,795
XLV	State Street(R) Health Care Select Sector SPDR(R) ETF	+38,066	155,324	$24,643,705
VST	Vistra Corp.	+37,495	135,536	$21,500,075
VWO	VANGUARD EMERGING MARKETS STOCK INDEX FUND	+32,307	226,885	$13,542,765
XLF	State Street Corp	+32,213	285,171	$15,288,017
AAPL	Apple Inc.	+28,825	166,009	$48,036,364
VEA	Vanguard FTSE Developed Markets ETF	+16,775	162,456	$11,574,990
SPOT	Spotify Technology S.A.	+12,908	51,338	$23,570,815
BMNR	Bitmine Immersion Technologies, Inc.	+10,205	33,479	$445,605
XOM	ExxonMobil Holdings Corp	+9,078	191,536	$26,186,801
XLI	State Street(R) Industrial Select Sector SPDR(R) ETF	+7,921	83,367	$15,442,069
TOST	Toast, Inc.	+5,112	20,360	$566,415
CRDF	Cardiff Oncology, Inc.	+4,455	23,795	$30,933
XBI	State Street(R) SPDR(R) S&P(R) Biotech ETF	+3,855	72,971	$11,547,660
GLD	Spdr Gold Trust	+3,205	30,125	$11,097,447
TSLA	Tesla, Inc.	+3,142	60,640	$25,505,184
SHW	Sherwin Williams Co	+3,060	67,476	$23,233,336
MELI	Mercadolibre Inc	+2,136	22,155	$37,605,675
BMY	Bristol Myers Squibb Co	+2,000	9,082	$523,304
REGN	Regeneron Pharmaceuticals, Inc.	+1,903	37,102	$23,134,581
No positions match the current search.

Trimmed

Positions the filer reduced

22 positions

Ticker	Company	Δ Shares	Shares	Value
IBOC	International Bancshares Corp	−35,729	721,211	$54,775,975
COWZ	Pacer US Cash Cows 100 ETF	−30,958	153,384	$9,540,484
AMZN	Amazon Com Inc	−30,389	209,225	$49,866,686
QCOM	Qualcomm Inc	−18,998	148,926	$27,520,035
GOOG	Alphabet Inc.	−16,265	167,990	$59,355,906
META	Meta Platforms, Inc.	−15,711	57,319	$32,287,219
AMGN	Amgen Inc	−15,505	67,995	$24,622,349
FDN	First Trust Dow Jones Internet Index Fund	−15,229	59,144	$15,656,599
SNPS	Synopsys Inc	−13,186	53,965	$24,072,167
FCX	Freeport-Mcmoran Inc	−12,441	494,864	$31,121,996
XLK	State Street(R) Technology Select Sector SPDR(R) ETF	−8,973	89,859	$17,119,936
RTX	RTX Corp	−8,159	126,640	$24,027,407
SMH	VanEck Semiconductor ETF	−4,579	19,837	$13,010,889
PWR	Quanta Services, Inc.	−2,896	33,244	$23,937,009
V	Visa Inc.	−2,717	80,432	$27,595,414
ASML	Asml Holding NV	−644	23,677	$47,103,968
BTT	BlackRock Municipal 2030 Target Term Trust	−400	10,750	$244,562
WMT	Walmart Inc.	−386	4,503	$510,009
JPM	Jpmorgan Chase & Co	−216	2,177	$712,597
COST	Costco Wholesale Corp	−72	706	$660,441
VOO	VANGUARD 500 INDEX FUND	−26	3,670	$2,520,592
SPY	Spdr S&P 500 ETF Trust	−2	510	$380,852
No positions match the current search.

New Positions

Positions the filer opened this quarter

12 positions

Ticker	Company	Shares	Value
LLY	ELI LILLY & Co	18,261	$21,902,793
SPCX	Space Exploration Technologies Corp	5,701	$974,072
VTI	VANGUARD TOTAL STOCK MARKET INDEX FUND	1,495	$553,209
SOXL	Direxion Daily Semiconductor Bull 3X Shares	1,551	$413,667
IVV	iShares Core S&P 500 ETF	346	$259,115
HOOD	Robinhood Markets, Inc.	2,583	$259,023
BAC	Bank Of America Corp	4,363	$248,603
NFLX	Netflix Inc	3,355	$239,547
CSCO	Cisco Systems, Inc.	1,816	$213,307
SOFI	SoFi Technologies, Inc.	10,698	$191,815
NKX	Nuveen California Amt-Free Quality Municipal Income Fund	11,000	$137,830
RUM	RUM Group Inc.	11,501	$72,916
No positions match the current search.

Sold Out

Positions the filer fully exited

2 positions

Ticker	Company	Shares	Value
CRNT	Ceragon Networks Ltd	18,294	$39,515
PRTS	CarParts.com, Inc.	11,400	$9,006
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

89 tracked positions · $1,069,572,486 total · filing declares 98 positions · $1,070,646,399 · as of Jun 30, 2026

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

Showing 1–50 of 89 positions by value · page 1 of 2

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	Held (qtrs)	Est. cost/share	% of Portfolio
GOOG	Alphabet Inc. Communication Services	Reduced	167,990	-16,465	$59,355,906	+12.2%	19	unpriced	5.55%
IBOC	International Bancshares Corp Financial Services	Reduced	721,211	-35,729	$54,775,975	+7.5%	25	before history	5.12%
AMZN	Amazon Com Inc CALL + SHARES Consumer Cyclical	Reduced	209,525	-31,389	$49,938,188	−0.5%	25	before history	4.67%
AAPL	Apple Inc. Technology	Added	166,009	+28,825	$48,036,364	+38.0%	25	before history	4.49%
ASML	Asml Holding NV Technology	Reduced	23,677	-644	$47,103,968	+46.6%	22	$684.92	4.40%
NVDA	Nvidia Corp CALL + SHARES Technology	Added	210,680	+91,644	$42,154,961	+103.1%	14	unpriced	3.94%
MSFT	Microsoft Corp CALL + SHARES Technology	Added	110,647	+38	$41,273,543	+0.8%	25	before history	3.86%
MELI	Mercadolibre Inc Consumer Cyclical	Added	22,155	+2,136	$37,605,675	+8.6%	14	$1,753.39	3.52%
META	Meta Platforms, Inc. CALL + SHARES Communication Services	Reduced	57,419	-16,011	$32,343,548	−23.0%	19	$442.12	3.02%
FCX	Freeport-Mcmoran Inc Basic Materials	Reduced	494,864	-12,441	$31,121,996	+4.4%	21	$39.65	2.91%
V	Visa Inc. Financial Services	Reduced	80,432	-2,717	$27,595,414	+9.8%	12	$273.63	2.58%
QCOM	Qualcomm Inc Technology	Reduced	148,926	-18,998	$27,520,035	+27.3%	25	before history	2.57%
XOM	ExxonMobil Holdings Corp Energy	Added	191,536	+9,078	$26,186,801	−15.4%	21	$118.61	2.45%
TSLA	Tesla, Inc. Consumer Cyclical	Added	60,640	+3,142	$25,505,184	+19.3%	24	unpriced	2.38%
XLV	State Street(R) Health Care Select Sector SPDR(R) ETF	Added	155,324	+38,066	$24,643,705	+43.4%	25	before history	2.30%
AMGN	Amgen Inc Healthcare	Reduced	67,995	-15,505	$24,622,349	−16.2%	10	$301.33	2.30%
SNPS	Synopsys Inc Technology	Reduced	53,965	-13,186	$24,072,167	−9.6%	25	before history	2.25%
RTX	RTX Corp Industrials	Reduced	126,640	-8,159	$24,027,407	−7.6%	22	$89.82	2.25%
PWR	Quanta Services, Inc. Industrials	Reduced	33,244	-2,896	$23,937,009	+20.6%	6	$307.05	2.24%
SPOT	Spotify Technology S.A. CALL + SHARES Communication Services	Added	51,738	+13,008	$23,754,467	+26.5%	2	$495.53	2.22%
SHW	Sherwin Williams Co Basic Materials	Added	67,476	+3,060	$23,233,336	+12.5%	25	before history	2.17%
REGN	Regeneron Pharmaceuticals, Inc. Healthcare	Added	37,102	+1,803	$23,134,581	−15.2%	25	before history	2.16%
CDNS	Cadence Design Systems Inc Technology	Added	59,216	+1,488	$22,224,949	+38.6%	24	$236.40	2.08%
BABA	Alibaba Group Holding Ltd Consumer Cyclical	Added	231,336	+46,815	$22,203,629	−4.1%	10	$97.19	2.08%
LLY	ELI LILLY & Co CALL + SHARES Healthcare	NEW	18,361	NEW	$22,022,736	NEW	1	$1,021.74	2.06%
NEM	NEWMONT Corp Basic Materials	Added	235,729	+66,219	$22,017,088	+20.0%	4	$112.90	2.06%
VST	Vistra Corp. Utilities	Added	135,536	+37,495	$21,500,075	+45.9%	6	$158.05	2.01%
XLK	State Street(R) Technology Select Sector SPDR(R) ETF	Reduced	89,859	-8,973	$17,119,936	+30.3%	25	before history	1.60%
LMT	Lockheed Martin Corp Industrials	Added	32,579	+1,059	$16,597,697	−12.9%	25	before history	1.55%
FDN	First Trust Dow Jones Internet Index Fund	Reduced	59,144	-15,229	$15,656,599	−10.0%	22	$231.48	1.46%
XLI	State Street(R) Industrial Select Sector SPDR(R) ETF	Added	83,367	+7,921	$15,442,069	+26.6%	25	before history	1.44%
XLF	State Street Corp Financial Services	Added	285,171	+32,213	$15,288,017	+22.4%	25	before history	1.43%
VWO	VANGUARD EMERGING MARKETS STOCK INDEX FUND	Added	226,885	+32,307	$13,542,765	+28.8%	15	$45.88	1.27%
SMH	VanEck Semiconductor ETF	Reduced	19,837	-4,579	$13,010,889	+39.0%	15	unpriced	1.22%
VEA	Vanguard FTSE Developed Markets ETF	Added	162,456	+16,775	$11,574,990	+24.0%	15	$52.19	1.08%
XBI	State Street(R) SPDR(R) S&P(R) Biotech ETF	Added	72,971	+3,855	$11,547,660	+30.8%	15	unpriced	1.08%
GLD	Spdr Gold Trust CALL + SHARES	Added	30,525	+3,605	$11,244,799	−2.9%	25	before history	1.05%
XLE	State Street(R) Energy Select Sector SPDR(R) ETF	Added	209,693	+40,228	$11,136,795	+7.3%	22	unpriced	1.04%
XLY	State Street(R) Consumer Discretionary Select Sector SPDR(R) ETF	Added	83,234	+396	$9,761,683	+8.1%	25	before history	0.91%
COWZ	Pacer US Cash Cows 100 ETF	Reduced	153,384	-30,958	$9,540,484	−17.3%	15	$50.23	0.89%
		Added	185,782	+52,642	$9,443,299	+41.9%	25	before history	0.88%
		Added	308,786	+109,996	$7,555,993	+33.7%	13	$30.17	0.71%
GOOGL	Alphabet Inc. Communication Services	Added	9,391	+90	$3,356,061	+25.5%	19	unpriced	0.31%
VOO	VANGUARD 500 INDEX FUND	Reduced	3,670	-26	$2,520,592	+14.1%	10	unpriced	0.24%
AVGO	Broadcom Inc. CALL + SHARES Technology	Added	4,806	+547	$1,815,466	+37.7%	8	unpriced	0.17%
AMD	Advanced Micro Devices Inc Technology	Added	2,790	+336	$1,620,738	+224.7%	11	$192.33	0.15%
TSM	Taiwan Semiconductor Manufacturing Co Ltd Technology	Added	2,580	+625	$1,232,130	+86.5%	5	$262.98	0.12%
PLTR	Palantir Technologies Inc. Technology	Added	10,025	+568	$1,169,616	−15.5%	8	$48.05	0.11%
INTC	Intel Corp Technology	Added	8,298	+1,852	$1,158,649	+307.3%	25	before history	0.11%
QQQ	Invesco Qqq Trust, Series 1	Added	1,470	+70	$1,082,508	+34.0%	15	$387.25	0.10%

Showing the top 50 of 89 positions. Create a free account to see every position, past quarters, search, filters and CSV export.

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.