# Tamar Securities, LLC: Form 13F holdings

An institutional investment manager in Woodland Hills, CA. SEC CIK 1703081.

- Quarter ended: 2026-06-30
- Filed: 2026-08-05
- Reported value: $1.07bn
- Positions: 98 (98 lines in the filing's table; lines for the same security and option type are added together here)
- Compared with: the 13F for the quarter ended 2026-03-31
- Filing: https://www.sec.gov/Archives/edgar/data/1703081/000117266126003097/

## Holdings

As filed, largest first. Reported value is what the manager stated at the quarter end (Jun 30, 2026), in US dollars; it is filing data, not a price. Weight is the share of the total reported value.

| Issuer | Class | Reported value | Weight | Shares | Put or call | Change on the quarter before |
| --- | --- | ---: | ---: | ---: | --- | --- |
| [ALPHABET INC (GOOGL)](/companies/googl.md) | CAP STK CL C | $59.4m | 5.5% | 167,990 |  | Reduced −16,265 |
| [INTERNATIONAL BANCSHARES COR (IBOC)](/companies/iboc.md) | COM | $54.8m | 5.1% | 721,211 |  | Reduced −35,729 |
| [AMAZON COM INC (AMZN)](/companies/amzn.md) | COM | $49.9m | 4.7% | 209,225 |  | Reduced −30,389 |
| [APPLE INC (AAPL)](/companies/aapl.md) | COM | $48.0m | 4.5% | 166,009 |  | Added +28,825 |
| ASML HLDG NV | N Y REGISTRY SHS | $47.1m | 4.4% | 23,677 |  | Reduced −644 |
| [NVIDIA CORPORATION (NVDA)](/companies/nvda.md) | COM | $42.1m | 3.9% | 210,280 |  | Added +91,344 |
| [MICROSOFT CORP (MSFT)](/companies/msft.md) | COM | $41.0m | 3.8% | 110,047 |  | Added +1,038 |
| [MERCADOLIBRE INC (MELI)](/companies/meli.md) | COM | $37.6m | 3.5% | 22,155 |  | Added +2,136 |
| [META PLATFORMS INC (META)](/companies/meta.md) | CL A | $32.3m | 3.0% | 57,319 |  | Reduced −15,711 |
| [FREEPORT MCMORAN INC (FCX)](/companies/fcx.md) | CL B | $31.1m | 2.9% | 494,864 |  | Reduced −12,441 |
| [VISA INC (V)](/companies/v.md) | COM CL A | $27.6m | 2.6% | 80,432 |  | Reduced −2,717 |
| [QUALCOMM INC (QCOM)](/companies/qcom.md) | COM | $27.5m | 2.6% | 148,926 |  | Reduced −18,998 |
| EXXON MOBIL CORP | COM | $26.2m | 2.4% | 191,536 |  | Added +9,078 |
| [TESLA INC (TSLA)](/companies/tsla.md) | COM | $25.5m | 2.4% | 60,640 |  | Added +3,142 |
| SELECT SECTOR SPDR TR | ST STR CARE ETF | $24.6m | 2.3% | 155,324 |  | Added +38,066 |
| [AMGEN INC (AMGN)](/companies/amgn.md) | COM | $24.6m | 2.3% | 67,995 |  | Reduced −15,505 |
| [SYNOPSYS INC (SNPS)](/companies/snps.md) | COM | $24.1m | 2.2% | 53,965 |  | Reduced −13,186 |
| [RTX CORPORATION (RTX)](/companies/rtx.md) | COM | $24.0m | 2.2% | 126,640 |  | Reduced −8,159 |
| [QUANTA SVCS INC (PWR)](/companies/pwr.md) | COM | $23.9m | 2.2% | 33,244 |  | Reduced −2,896 |
| SPOTIFY TECHNOLOGY S A | SHS | $23.6m | 2.2% | 51,338 |  | Added +12,908 |
| [SHERWIN WILLIAMS CO (SHW)](/companies/shw.md) | COM | $23.2m | 2.2% | 67,476 |  | Added +3,060 |
| [REGENERON PHARMACEUTICALS (REGN)](/companies/regn.md) | COM | $23.1m | 2.2% | 37,102 |  | Added +1,903 |
| [CADENCE DESIGN SYSTEM INC (CDNS)](/companies/cdns.md) | COM | $22.2m | 2.1% | 59,216 |  | Added +1,488 |
| [ALIBABA GROUP HLDG LTD (BABA)](/companies/baba.md) | SPONSORED ADS | $22.2m | 2.1% | 231,336 |  | Added +46,815 |
| [NEWMONT CORP (NEM)](/companies/nem.md) | COM | $22.0m | 2.1% | 235,729 |  | Added +66,219 |
| [ELI LILLY & CO (LLY)](/companies/lly.md) | COM | $21.9m | 2.0% | 18,261 |  | New +18,261 |
| [VISTRA CORP (VST)](/companies/vst.md) | COM | $21.5m | 2.0% | 135,536 |  | Added +37,495 |
| SELECT SECTOR SPDR TR | ST STR TECHN ETF | $17.1m | 1.6% | 89,859 |  | Reduced −8,973 |
| [LOCKHEED MARTIN CORP (LMT)](/companies/lmt.md) | COM | $16.6m | 1.6% | 32,579 |  | Added +1,059 |
| FIRST TR EXCHANGE-TRADED FD | DJ INTERNT IDX | $15.7m | 1.5% | 59,144 |  | Reduced −15,229 |
| SELECT SECTOR SPDR TR | ST STR INDL ETF | $15.4m | 1.4% | 83,367 |  | Added +7,921 |
| SELECT SECTOR SPDR TR | ST STR FINL ETF | $15.3m | 1.4% | 285,171 |  | Added +32,213 |
| VANGUARD INTL EQUITY INDEX F | FTSE EMR MKT ETF | $13.5m | 1.3% | 226,885 |  | Added +32,307 |
| VANECK ETF TRUST | SEMICONDUCTR ETF | $13.0m | 1.2% | 19,837 |  | Reduced −4,579 |
| VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | $11.6m | 1.1% | 162,456 |  | Added +16,775 |
| SPDR SERIES TRUST | ST STR SP BIOT | $11.5m | 1.1% | 72,971 |  | Added +3,855 |
| SELECT SECTOR SPDR TR | ST STR ENERG ETF | $11.1m | 1.0% | 209,693 |  | Added +40,228 |
| [SPDR GOLD TR (GLD)](/companies/gld.md) | GOLD SHS | $11.1m | 1.0% | 30,125 |  | Added +3,205 |
| SELECT SECTOR SPDR TR | ST STR DISCR ETF | $9.8m | 0.9% | 83,234 |  | Added +396 |
| PACER FDS TR | US CASH COWS 100 | $9.5m | 0.9% | 153,384 |  | Reduced −30,958 |
| SELECT SECTOR SPDR TR | ST STR MATER ETF | $9.4m | 0.9% | 185,782 |  | Added +52,642 |
| KRANESHARES TRUST | CSI CHI INTERNET | $7.6m | 0.7% | 308,786 |  | Added +109,996 |
| [ALPHABET INC (GOOGL)](/companies/googl.md) | CAP STK CL A | $3.4m | 0.3% | 9,391 |  | Added +90 |
| VANGUARD INDEX FDS | S&P 500 ETF SHS | $2.5m | 0.2% | 3,670 |  | Reduced −26 |
| [BROADCOM INC (AVGO)](/companies/avgo.md) | COM | $1.7m | 0.2% | 4,406 |  | Added +647 |
| [ADVANCED MICRO DEVICES INC (AMD)](/companies/amd.md) | COM | $1.6m | 0.2% | 2,790 |  | Added +536 |
| [TAIWAN SEMICONDUCTOR MANUFAC (TSM)](/companies/tsm.md) | SPONSORED ADS | $1.2m | 0.1% | 2,580 |  | Added +625 |
| [PALANTIR TECHNOLOGIES INC (PLTR)](/companies/pltr.md) | CL A | $1.2m | 0.1% | 10,025 |  | Added +568 |
| [INTEL CORP (INTC)](/companies/intc.md) | COM | $1.2m | 0.1% | 8,298 |  | Added +1,852 |
| INVESCO QQQ TR | UNIT SER 1 | $1.1m | 0.1% | 1,470 |  | Added +70 |
| BANK OF AMER CORP | 7.25%CNV PFD L | $1.1m | 0.1% | 856 |  | Added +53 |
| [SPACE EXPLORATION TECHN CORP (SPCX)](/companies/spcx.md) | CLASS A COM STK | $974.1k | <0.1% | 5,701 |  | New +5,701 |
| [TEXAS INSTRS INC (TXN)](/companies/txn.md) | COM | $823.2k | <0.1% | 2,762 |  | Added +557 |
| [MICRON TECHNOLOGY INC (MU)](/companies/mu.md) | COM | $767.6k | <0.1% | 665 |  | Added +39 |
| [JPMORGAN CHASE & CO (JPM)](/companies/jpm.md) | COM | $712.6k | <0.1% | 2,177 |  | Reduced −216 |
| [COSTCO WHOLESALE CORPORATION (COST)](/companies/cost.md) | COM | $660.1k | <0.1% | 706 |  | Reduced −72 |
| [CITIGROUP INC (C)](/companies/c.md) | COM NEW | $601.2k | <0.1% | 4,295 |  | Added +395 |
| [ISHARES BITCOIN TRUST ETF (IBIT)](/companies/ibit.md) | SHS BEN INT | $587.8k | <0.1% | 17,657 |  | Added +735 |
| [TOAST INC (TOST)](/companies/tost.md) | CL A | $566.4k | <0.1% | 20,360 |  | Added +5,112 |
| VANGUARD INDEX FDS | TOTAL STK MKT | $553.1k | <0.1% | 1,495 |  | New +1,495 |
| [BERKSHIRE HATHAWAY INC DEL (BRK-B)](/companies/brk-b.md) | CL B NEW | $539.5k | <0.1% | 1,078 |  | Added +141 |
| [BRISTOL-MYERS SQUIBB CO (BMY)](/companies/bmy.md) | COM | $523.3k | <0.1% | 9,082 |  | Added +2,000 |
| [WALMART INC (WMT)](/companies/wmt.md) | COM | $510.0k | <0.1% | 4,503 |  | Reduced −386 |
| [GE AEROSPACE (GE)](/companies/ge.md) | COM NEW | $488.4k | <0.1% | 1,307 |  | Added +17 |
| [GE VERNOVA INC (GEV)](/companies/gev.md) | COM | $455.1k | <0.1% | 387 |  | Added +110 |
| [BITMINE IMMERSION TECHS INC (BMNR)](/companies/bmnr.md) | COM NEW | $445.6k | <0.1% | 33,479 |  | Added +10,205 |
| [ELEVANCE HEALTH INC FORMERLY (ELV)](/companies/elv.md) | COM | $417.3k | <0.1% | 1,079 |  | Added +354 |
| DIREXION SHARES ETF TRUST | DAI SEM BUL ETF | $413.6k | <0.1% | 1,551 |  | New +1,551 |
| ISHARES ETHEREUM TR | SHS | $413.5k | <0.1% | 34,775 |  | Added +1,859 |
| [MERCK & CO INC (MRK)](/companies/mrk.md) | COM | $381.1k | <0.1% | 2,966 |  | Added +543 |
| [STATE STR SPDR S&P 500 ETF T (SPY)](/companies/spy.md) | TR UNIT | $380.9k | <0.1% | 510 |  | Reduced −2 |
| [MASTERCARD INCORPORATED (MA)](/companies/ma.md) | CL A | $373.5k | <0.1% | 727 |  | Added +47 |
| [AFLAC INC (AFL)](/companies/afl.md) | COM | $363.7k | <0.1% | 3,102 |  | Unchanged |
| [ISHARES SILVER TR (SLV)](/companies/slv.md) | ISHARES | $330.7k | <0.1% | 6,184 |  | Added +436 |
| [SEMPRA (SRE)](/companies/sre.md) | COM | $303.0k | <0.1% | 3,268 |  | Unchanged |
| ISHARES TR | CORE S&P500 ETF | $259.3k | <0.1% | 346 |  | New +346 |
| [ROBINHOOD MKTS INC (HOOD)](/companies/hood.md) | COM CL A | $259.0k | <0.1% | 2,583 |  | New +2,583 |
| [UBER TECHNOLOGIES INC (UBER)](/companies/uber.md) | COM | $253.0k | <0.1% | 3,507 |  | Added +396 |
| [BANK OF AMER CORP (BAC)](/companies/bac.md) | COM | $248.6k | <0.1% | 4,363 |  | New +4,363 |
| [BLACKROCK MUN TARGET TERM TR (BTT)](/companies/btt.md) | COM SHS BEN IN | $244.6k | <0.1% | 10,750 |  | Reduced −400 |
| [NETFLIX INC. (NFLX)](/companies/nflx.md) | COM | $239.5k | <0.1% | 3,355 |  | New +3,355 |
| [MICROSOFT CORP (MSFT)](/companies/msft.md) | COM | $223.8k | <0.1% | 600 | Call | New +600 |
| [TURN THERAPEUTICS INC (TTRX)](/companies/ttrx.md) | COM | $219.0k | <0.1% | 30,000 |  | Unchanged |
| [PROCTER & GAMBLE CO (PG)](/companies/pg.md) | COM | $215.9k | <0.1% | 1,472 |  | Added +12 |
| [CISCO SYS INC (CSCO)](/companies/csco.md) | COM | $213.3k | <0.1% | 1,816 |  | New +1,816 |
| [SOFI TECHNOLOGIES INC (SOFI)](/companies/sofi.md) | COM | $191.8k | <0.1% | 10,698 |  | New +10,698 |
| SPOTIFY TECHNOLOGY S A | SHS | $183.7k | <0.1% | 400 | Call | New +400 |
| [BROADCOM INC (AVGO)](/companies/avgo.md) | COM | $151.1k | <0.1% | 400 | Call | New +400 |
| [SPDR GOLD TR (GLD)](/companies/gld.md) | GOLD SHS | $147.4k | <0.1% | 400 | Call | New +400 |
| NUVEEN CALIF AMT FREE MUNI I | COM | $137.8k | <0.1% | 11,000 |  | New +11,000 |
| [ELI LILLY & CO (LLY)](/companies/lly.md) | COM | $119.9k | <0.1% | 100 | Call | New +100 |
| [NVIDIA CORPORATION (NVDA)](/companies/nvda.md) | COM | $80.0k | <0.1% | 400 | Call | New +400 |
| [RUM GROUP INC (RUM)](/companies/rum.md) | COM CL A | $72.9k | <0.1% | 11,501 |  | New +11,501 |
| [AMAZON COM INC (AMZN)](/companies/amzn.md) | COM | $71.5k | <0.1% | 300 | Call | New +300 |
| [OPENDOOR TECHNOLOGIES INC (OPEN)](/companies/open.md) | COM | $61.5k | <0.1% | 13,307 |  | Added +914 |
| [META PLATFORMS INC (META)](/companies/meta.md) | CL A | $56.3k | <0.1% | 100 | Call | New +100 |
| [CARDIFF ONCOLOGY INC (CRDF)](/companies/crdf.md) | COM | $30.9k | <0.1% | 23,795 |  | Added +4,455 |
| AMERICAN BITCOIN CORP. | COM CL A | $9.8k | <0.1% | 14,399 |  | Added +1,200 |

## Sold out

Held at the end of the quarter before and not reported this quarter.

| Issuer | Class | Reported value | Weight | Shares | Put or call | Change on the quarter before |
| --- | --- | ---: | ---: | ---: | --- | --- |
| [ADVANCED MICRO DEVICES INC (AMD)](/companies/amd.md) | COM | $0 | 0.0% | $0 principal | Call | Sold out −200 |
| [ALPHABET INC (GOOGL)](/companies/googl.md) | CAP STK CL C | $0 | 0.0% | $0 principal | Call | Sold out −200 |
| [AMAZON COM INC (AMZN)](/companies/amzn.md) | COM | $0 | 0.0% | $0 principal | Call | Sold out −1,300 |
| [BROADCOM INC (AVGO)](/companies/avgo.md) | COM | $0 | 0.0% | $0 principal | Call | Sold out −500 |
| CARPARTS COM INC | COM | $0 | 0.0% | 0 |  | Sold out −11,400 |
| CERAGON NETWORKS LTD | ORD | $0 | 0.0% | 0 |  | Sold out −18,294 |
| [META PLATFORMS INC (META)](/companies/meta.md) | CL A | $0 | 0.0% | $0 principal | Call | Sold out −400 |
| [MICROSOFT CORP (MSFT)](/companies/msft.md) | COM | $0 | 0.0% | $0 principal | Call | Sold out −1,600 |
| [NVIDIA CORPORATION (NVDA)](/companies/nvda.md) | COM | $0 | 0.0% | $0 principal | Call | Sold out −100 |
| [REGENERON PHARMACEUTICALS (REGN)](/companies/regn.md) | COM | $0 | 0.0% | $0 principal | Call | Sold out −100 |
| SPOTIFY TECHNOLOGY S A | SHS | $0 | 0.0% | $0 principal | Call | Sold out −300 |
| [TOAST INC (TOST)](/companies/tost.md) | CL A | $0 | 0.0% | $0 principal | Call | Sold out −2,500 |
| [UBER TECHNOLOGIES INC (UBER)](/companies/uber.md) | COM | $0 | 0.0% | $0 principal | Call | Sold out −1,000 |

Source: SEC EDGAR, Form 13F-HR, accession 0001172661-26-003097. Last ingested by Listed: Oct 22, 2026, 05:26 ET. No prices; not investment advice.
