Tamar Securities, LLC

Q3 2026 13F-HR Holdings

Location
Woodland Hills, CA
Holdings as of
9/30/2026
Date filed
11/3/2026
Form type
13F-HR
Num holdings
77
Total value ($000)
$1,122,343
Net value change ($000)
+51,697 (4.8%)
New positions
1
Sold out positions
14
Turnover %
5.3%
Sector allocation + QoQ delta (equities-only)
Prev filing: 8/5/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q2 2026
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
XOM 30,431 NEW
MSFT 12,872 31.4%
META 8,682 26.9%
XLV 4,727 19.2%
NEM 4,381 19.9%
NVDA 4,290 10.2%
AAPL 4,148 8.6%
REGN 3,975 17.2%
AMGN 3,384 13.7%
FDN 3,193 20.4%
Top Reduces (Value $000, Stocks/ETFs)
XOM -26,187 -100.0%
ASML -5,211 -11.1%
IBOC -5,059 -9.2%
TSLA -2,465 -9.7%
GOOG -2,185 -3.7%
PWR -2,092 -8.7%
SHW -1,780 -7.7%
RTX -1,224 -5.1%
AMD -838 -51.7%
VST -673 -3.1%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type