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Portfolio (Quarterly) Guide ↗

Tamar Securities, LLC

· CIK 0001703081
13F Portfolio $934M AUM 91 positions Filed May 14, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 9 New 52 Added 25 Reduced 14 Exited
Page 3 of 3  ·  52 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 GE GE AEROSPACE Industrials 1,290.0 $366K 0.04% +64.0 +5.2% $283.71 +10.8%
42 MA MASTERCARD INCORPORATED Financial Services 680.0 $340K 0.04% +37.0 +5.8% $499.73 -1.3%
43 SRE SEMPRA Utilities 3,268.0 $318K 0.03% +139.0 +4.4% $97.17 -5.8%
44 MRK MERCK & CO INC Healthcare 2,423.0 $291K 0.03% +101.0 +4.3% $120.28 -0.4%
45 INTC INTEL CORP Technology 6,446.0 $284K 0.03% +1K +22.7% $44.13 +179.9%
46 UBER UBER TECHNOLOGIES INC Technology 3,111.0 $224K 0.02% +544.0 +21.2% $71.92 -2.5%
47 AVGO CALL BROADCOM INC Technology 500.0 $155K 0.02% +400.0 +400.0% $309.51 +36.3%
48 TTRX TURN THERAPEUTICS INC Healthcare 30,000.0 $96K 0.01% +15K +100.0% $3.20 +67.5%
49 OPEN OPENDOOR TECHNOLOGIES INC Real Estate 12,393.0 $58K 0.01% +2K +20.6% $4.68 -4.3%
50 CRNT CERAGON NETWORKS LTD Technology 18,294.0 $40K 0.00% +1K +7.5% $2.16 +29.2%
51 CRDF CARDIFF ONCOLOGY INC Healthcare 19,340.0 $31K 0.00% +8K +68.2% $1.62 +19.8%
52 AMERICAN BITCOIN CORP. 13,199.0 $12K 0.00% +3K +27.7% $0.92
Page 3 of 3  ·  52 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 27.3%
Consumer Cyclical 17.8%
Communication Services 16.0%
Basic Materials 9.5%
Industrials 9.0%
Healthcare 8.0%
Financial Services 5.8%
Energy 4.3%
Utilities 2.1%
Consumer Defensive 0.2%