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Tamar Securities, LLC

CIK:0001703081
Investment Adviser
$825M AUM
86 holdings
Woodland Hills, CA, United States
Founded:2017
10 employees
Latest filing:Jun 30, 2025

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 Buys
M
MSFTMICROSOFT CORP
+$11.0M
M
METAMETA PLATFORMS INC
+$9.2M
M
MELIMERCADOLIBRE INC
+$8.4M
A
AMZNAMAZON COM INC
+$6.7M
N
NVDANVIDIA CORPORATION
+$5.8M
Top Sells
B
BMYBRISTOL-MYERS SQUIBB CO
-$4.0M
A
AAPLAPPLE INC
-$2.5M
E
ELVELEVANCE HEALTH INC
-$2.5M
B
BABAALIBABA GROUP HLDG LTD
-$2.4M
R
REGNREGENERON PHARMACEUTICALS
-$1.9M

Top Holdings

I
IBOCINTERNATIONAL BANCSHARES COR
+5.8%$48.1M
M
MSFTMICROSOFT CORP
+5.5%$45.2M
A
AMZNAMAZON COM INC
+5.3%$43.8M
G
GOOGALPHABET INC
+5.1%$42.1M
M
METAMETA PLATFORMS INC
+4.6%$37.7M

Equity Positions (73)

TickerSecurityWeightMarket ValueSharesAvg CostPriceChange (QoQ)
INTERNATIONAL BANCSHARES COR5.83%$48.1M722,637$40.37$66.56+$2.8M
MICROSOFT CORP5.48%$45.2M90,914$304.56$497.41+$11.0M
AMAZON COM INC5.31%$43.8M199,810$148.38$219.39+$6.7M
ALPHABET INC5.10%$42.1M237,278$142.66$177.39+$5.7M
META PLATFORMS INC4.57%$37.7M51,020$346.12$738.09+$9.2M

Options Positions (13)

TickerSecurityActionTypeNotional ValueContractsUnderlying PricePremium PaidChange (Contracts)Change (Value)
AMAZON COM INCBought
Call
$394.9K18$219.39$196.73+4+$128.5K
ASML HOLDING N V
Call
$320.6K4$801.39$693.080+$55.5K
UNITED PARCEL SERVICE INCBought
Call
$252.3K25$100.94$122.18+10+$87.4K
META PLATFORMS INCNew
Call
$221.4K3$738.09$738.09+3+$221.4K
ALPHABET INCBought
Call
$159.7K9$177.39$175.12+7+$128.4K

Industry Allocation

SERVICES-COMPUTER PROGRAMMING, DATA PROCESSING, ETC.
+17.9%
SERVICES-BUSINESS SERVICES, NEC
+11.3%
SERVICES-PREPACKAGED SOFTWARE
+10.2%
STATE COMMERCIAL BANKS
+5.7%
RETAIL-CATALOG & MAIL-ORDER HOUSES
+5.2%