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Tamar Securities, LLC
Tamar Securities, LLC is an independent SEC-Registered Investment Advisor (RIA) headquartered in Woodland Hills, California. Founded in 2017, the firm is led by Amit Stavinsky and employs approximately 10 professionals. Tamar Securities serves individuals, pensions, profit sharing plans, trusts, estates, corporations, and various organizations, providing a wide array of investment advisory and wealth management services.
Investment Strategy
Tamar Securities utilizes global asset allocation models with a focus on preservation of capital and risk-adjusted returns. Their approach integrates top-down global value strategies across proprietary disciplines, including Market Value Securities, Total Asset Fund, Total Asset Market, and Fixed Income Portfolio. These models balance allocations among asset classes to achieve optimal risk-reward performance, tailored to client objectives and market conditions.
Latest 13F Filing Activity
Tamar Securities, LLC filed their most recent 13F report on Jun 30, 2025 disclosing 73 equity positions and 13 options positions with a total 13F market value of $825M. The fund increased holdings in Microsoft Corp., Meta Platforms Inc., Mercadolibre Inc. among other positions. Tamar Securities, LLC reduced exposure to Bristol-myers Squibb Co., Apple Inc., Elevance Health Inc. among others.
Top Holdings
Equity Positions (73)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
I IBOC | INTERNATIONAL BANCSHARES COR | 5.83% | $48.1M | 722,637 | $40.37 | $66.56 | +$2.8M |
M MSFT | MICROSOFT CORP | 5.48% | $45.2M | 90,914 | $304.56 | $497.41 | +$11.0M |
A AMZN | AMAZON COM INC | 5.31% | $43.8M | 199,810 | $148.38 | $219.39 | +$6.7M |
G GOOG | ALPHABET INC | 5.10% | $42.1M | 237,278 | $142.66 | $177.39 | +$5.7M |
M META | META PLATFORMS INC | 4.57% | $37.7M | 51,020 | $346.12 | $738.09 | +$9.2M |
Options Positions (13)
| Ticker | Security | Action | Type | Notional Value | Contracts | Underlying Price | Premium Paid | Change (Contracts) | Change (Value) |
|---|---|---|---|---|---|---|---|---|---|
A AMZN | AMAZON COM INC | Bought | Call | $394.9K | 18 | $219.39 | $196.73 | +4 | +$128.5K |
A ASML | ASML HOLDING N V | — | Call | $320.6K | 4 | $801.39 | $693.08 | 0 | +$55.5K |
U UPS | UNITED PARCEL SERVICE INC | Bought | Call | $252.3K | 25 | $100.94 | $122.18 | +10 | +$87.4K |
M META | META PLATFORMS INC | New | Call | $221.4K | 3 | $738.09 | $738.09 | +3 | +$221.4K |
G GOOG | ALPHABET INC | Bought | Call | $159.7K | 9 | $177.39 | $175.12 | +7 | +$128.4K |
Industry Allocation
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