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Richard Guints

@Tamar Securities, Llc

Latest period2024 - Q4ReportedManaged Assets$725.064MTotal holdings69
Assets growth rate1.86%Assets growth rate (2-Q avg)8.63%Continuous growth in asset value8 quarters

Portfolio positions

This chart displays the top 10 holdings in Tamar Securities, Llc's 2024 - Q4 portfolio, based on their 13F SEC filing, out of a total of 69 positions.

Assets under management

The assets under management (AUM) of Tamar Securities, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 8 quarters. As of the latest 13F SEC filing for 2024 - Q4, they manage 725.064M in assets, with a quarterly growth rate of 1.86% and a 2-quarter average growth rate of 8.63%. The portfolio is managed by Richard Guints, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
GOOG
Alphabet Inc
Recent Activity
Increased 2.11%
5.96%
$43.177M
226,722 shares@ $190.45 avg price
AMZN
Amazon Com Inc
Recent Activity
Increased 3.27%
5.63%
$40.776M
185,862 shares@ $219.4 avg price
IBOC
International Bancshares Cor
Recent Activity
Increased 1.09%
5.31%
$38.444M
608,674 shares@ $63.17 avg price
MSFT
Microsoft Corp
Recent Activity
Increased 6.25%
5.13%
$37.189M
88,231 shares@ $421.51 avg price
AAPL
Apple Inc
Recent Activity
Increased 0.31%
4.96%
$35.893M
143,330 shares@ $250.43 avg price
QCOM
Qualcomm Inc
Recent Activity
Increased 7.51%
3.95%
$28.582M
186,059 shares@ $153.62 avg price
TSLA
Tesla Inc
Recent Activity
Decreased -28.95%
3.63%
$26.298M
65,119 shares@ $403.85 avg price
CDNS
Cadence Design System Inc
Recent Activity
Increased 6.34%
3.56%
$25.762M
85,743 shares@ $300.47 avg price
META
Meta Platforms Inc
Recent Activity
Decreased -1.2%
3.55%
$25.739M
43,960 shares@ $585.52 avg price
BMY
Bristol-myers Squibb Co
Recent Activity
Increased 0.96%
3.27%
$23.648M
418,110 shares@ $56.56 avg price

1-10 of 69