Tamar Securities, LLC

Broker-Dealer

CIK

1703081

Location

Woodland Hills, CA

Portfolio Value

Small $724,445,940

Diversification

Diversified

Filing Date

Global Rank

#2,129 / 8,607 ▲ 51 · as of Mar 2026

Top Industry

Internet Retail 15.2%

3Y Alpha vs SPY

-4.9%

Period ended 3 months ago

Filed May 14, 2026 · 57d

24 quarters · since Jun 2020

Clone Performance

Jul 2023–Jul 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio

+54.8%

SPY

+75.5%

Annualised alpha

-4.9%

Max drawdown

−18.4%

Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.

Portfolio Concentration

63 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

416

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%	$129,403,354	5
Financial Services	10.9%	$79,066,425	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	$12,195
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 positions · $724,445,940 total · 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 Consumer Cyclical	Added	240,914	+30,534	$50,175,158	+3.3%	6.93%
META	Meta Platforms, Inc. Communication Services	Added	73,430	+9,594	$42,011,505	−0.3%	5.80%
MSFT	Microsoft Corp 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. Healthcare	Reduced	35,299	-5,157	$27,273,419	−12.7%	3.76%
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 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. 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. 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 Technology	Added	2,454	+344	$499,217	+10.5%	0.07%
TOST	Toast, Inc. 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 Technology	Added	4,111	+44	$295,704	−11.0%	0.04%