Fund Holdings

Tamar Securities, LLC

Filing Period:
Securities
SharesValue ($K)
Q4 2025
Q1 2026
Change
Q4 2025
Q1 2026
Weight (%)
Change
SPOTIFY TECHNOLOGY S A(SPOT)038,430+38,430018,635,0922.00%+18,635,092
NEWMONT CORP(NEM)0169,510+169,510018,349,4481.97%+18,349,448
EXXON MOBIL CORP(XOM)0182,458+182,458030,955,7933.32%+30,955,793
MERCADOLIBRE INC(MELI)020,019+20,019034,613,2523.71%+34,613,252
QUANTA SVCS INC036,140+36,140019,841,6622.13%+19,841,662
FREEPORT MCMORAN INC(FCX)0507,305+507,305029,819,3893.20%+29,819,389
SELECT SECTOR SPDR TR0169,465+169,465010,381,4571.11%+10,381,457
AMGEN INC(AMGN)083,500+83,500029,379,5093.15%+29,379,509
VISTRA CORP(VST)098,041+98,041014,738,4371.58%+14,738,437
INTERNATIONAL BANCSHARES COR(IBOC)0756,940+756,940050,934,5125.46%+50,934,512
AMAZON COM INC(AMZN)0239,614+239,614049,904,4955.35%+49,904,495
CADENCE DESIGN SYSTEM INC(CDNS)057,728+57,728016,040,8801.72%+16,040,880
SPDR GOLD TR(GLD)026,920+26,920011,583,4071.24%+11,583,407
PACER FDS TR0184,342+184,342011,532,4231.24%+11,532,423
SELECT SECTOR SPDR TR075,446+75,446012,201,8311.31%+12,201,831
SHERWIN WILLIAMS CO(SHW)064,416+64,416020,648,5832.21%+20,648,583
SELECT SECTOR SPDR TR0133,140+133,14006,653,0200.71%+6,653,020
FIRST TR EXCHANGE-TRADED FD074,373+74,373017,405,5141.87%+17,405,514
VANGUARD INTL EQUITY INDEX F0194,578+194,578010,516,9371.13%+10,516,937
SPDR SERIES TRUST069,116+69,11608,828,1640.95%+8,828,164
VANGUARD TAX-MANAGED FDS0145,681+145,68109,335,2251.00%+9,335,225
MICROSOFT CORP(MSFT)(Call)0000592,272+592,272
KRANESHARES TRUST0198,790+198,79005,651,6020.61%+5,651,602
TOAST INC(TOST)015,248+15,2480404,2250.04%+404,225
SELECT SECTOR SPDR TR0117,258+117,258017,191,1881.84%+17,191,188
GE VERNOVA INC(GEV)0277+2770241,9880.03%+241,988
MICRON TECHNOLOGY INC(MU)0626+6260211,3450.02%+211,345
TAIWAN SEMICONDUCTOR MANUFAC(TSM)01,955+1,9550660,6930.07%+660,693
SPOTIFY TECHNOLOGY S A(SPOT)(Call)0000145,473+145,473
BROADCOM INC(AVGO)(Call)0000154,755+154,755
BERKSHIRE HATHAWAY INC DEL0937+9370449,0400.05%+449,040
INTEL CORP(INTC)06,446+6,4460284,4600.03%+284,460
WALMART INC(WMT)04,889+4,8890607,6340.07%+607,634
REGENERON PHARMACEUTICALS(REGN)(Call)000077,264+77,264
TOAST INC(TOST)(Call)000066,275+66,275
COSTCO WHOLESALE CORPORATION(COST)0778+7780775,6630.08%+775,663
BROADCOM INC(AVGO)03,759+3,75901,163,5150.12%+1,163,515
MERCK & CO INC(MRK)02,423+2,4230291,4410.03%+291,441
VISA INC(V)083,149+83,149025,130,8752.70%+25,130,875
TEXAS INSTRS INC(TXN)02,205+2,2050427,9890.05%+427,989
SEMPRA(SRE)03,268+3,2680317,5520.03%+317,552
ADVANCED MICRO DEVICES INC(AMD)(Call)000040,686+40,686
TURN THERAPEUTICS INC030,000+30,000096,0000.01%+96,000
UBER TECHNOLOGIES INC(UBER)03,111+3,1110223,7520.02%+223,752
ADVANCED MICRO DEVICES INC(AMD)02,254+2,2540458,4450.05%+458,445
CERAGON NETWORKS LTD018,294+18,294039,5160.00%+39,516
CARPARTS COM INC011,400+11,40008,9590.00%+8,959
CARDIFF ONCOLOGY INC019,340+19,340031,3310.00%+31,331
NVIDIA CORPORATION(NVDA)(Call)000017,440+17,440
ISHARES SILVER TR(SLV)05,748+5,7480391,6690.04%+391,669
BRISTOL-MYERS SQUIBB CO(BMY)07,082+7,0820429,5460.05%+429,546
AFLAC INC(AFL)03,102+3,1020340,3210.04%+340,321
OPENDOOR TECHNOLOGIES INC(OPEN)012,393+12,393058,0000.01%+58,000
AMERICAN BITCOIN CORP.(ABTC)013,199+13,199012,2020.00%+12,202
GE AEROSPACE(GE)01,290+1,2900365,9850.04%+365,985
STATE STR SPDR S&P 500 ETF T(SPY)0512+5120333,0730.04%+333,073
PROCTER & GAMBLE CO(PG)01,460+1,4600210,8960.02%+210,896
MASTERCARD INCORPORATED(MA)0680+6800339,8150.04%+339,815
BLACKROCK MUN TARGET TERM TR(BTT)011,150+11,1500253,1050.03%+253,105
META PLATFORMS INC(META)(Call)0000228,852+228,852
INTEL CORP(INTC)(Call)000000
QUANTA SVCS INC(Call)000000
BANK AMERICA CORP0803+8030956,6370.10%+956,637
JPMORGAN CHASE & CO(JPM)02,393+2,3930703,9450.08%+703,945
SYNOPSYS INC(SNPS)(Call)000000
UBER TECHNOLOGIES INC(UBER)(Call)000071,930+71,930
COINBASE GLOBAL INC(COIN)000000
RUMBLE INC(RUM)000000
SELECT SECTOR SPDR TR0252,958+252,958012,488,5541.34%+12,488,554
AMAZON COM INC(AMZN)(Call)0000270,751+270,751
CITIGROUP INC(C)03,900+3,9000442,3380.05%+442,338
META PLATFORMS INC(META)073,030+73,030041,782,3764.48%+41,782,376
SELECT SECTOR SPDR TR082,838+82,83809,027,6390.97%+9,027,639
INVESCO QQQ TR01,400+1,4000808,2060.09%+808,206
ALPHABET INC(GOOG)(Call)000057,372+57,372
SPDR S&P 500 ETF TR(SPY)(Put)000000
VANGUARD INDEX FDS03,696+3,69602,208,6460.24%+2,208,646
ISHARES BITCOIN TRUST ETF(IBIT)016,922+16,9220650,1440.07%+650,144
VANGUARD WORLD FD000000
ASML HOLDING N V(Call)000000
COINBASE GLOBAL INC(COIN)(Call)000000
STRATEGY INC(MSTR)000000
ISHARES ETHEREUM TR(ETHA)032,916+32,9160521,0610.06%+521,061
BITMINE IMMERSION TECNOLOGIE(BMNR)023,274+23,2740460,3530.05%+460,353
ORACLE CORP(ORCL)000000
FIDELITY WISE ORIGIN BITCOIN(FBTC)000000
PALANTIR TECHNOLOGIES INC(PLTR)09,457+9,45701,383,3700.15%+1,383,370
ALIBABA GROUP HLDG LTD(BABA)0184,521+184,521023,150,0052.48%+23,150,005
SELECT SECTOR SPDR TR098,832+98,832013,134,7101.41%+13,134,710
APPLE INC(AAPL)(Call)000000
ALPHABET INC(GOOG)09,301+9,30102,674,4810.29%+2,674,481
SYNOPSYS INC(SNPS)067,151+67,151026,624,0292.86%+26,624,029
LOCKHEED MARTIN CORP(LMT)031,520+31,520019,050,1852.04%+19,050,185
NVIDIA CORPORATION(NVDA)0118,936+118,936020,742,4942.22%+20,742,494
VANECK ETF TRUST024,416+24,41609,360,9281.00%+9,360,928
APPLE INC(AAPL)0137,184+137,184034,815,9763.73%+34,815,976
QUALCOMM INC(QCOM)0167,924+167,924021,625,2152.32%+21,625,215
MICROSOFT CORP(MSFT)0109,009+109,009040,351,7354.33%+40,351,735
REGENERON PHARMACEUTICALS(REGN)035,199+35,199027,196,3002.92%+27,196,300
RTX CORPORATION(RTX)0134,799+134,799026,002,6992.79%+26,002,699
Page 1 of 2