Sign In
test

Roberta Taylor

Tamar Securities, Llc

Assets Managed
$934.152M
Holdings
80
Last Quarter
2026 - Q1
Filed Date
1mo 13d ago
Growth Rate
-1.4%(2Q avg: 3.13%)
Sustained Growth
0 quarters

Portfolio positions

This chart displays the top 10 holdings in Tamar Securities, Llc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 80 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 0 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 934.152M in assets, with a quarterly growth rate of -1.4% and a 2-quarter average growth rate of 3.13%. The portfolio is managed by Roberta Taylor, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
GOOG
Alphabet Inc-cl C
Recent Activity
Decreased -20.9%
5.67%
$52.913M
184,455 shares@ $286.86 avg price
IBOC
International Bancshares Crp
Recent Activity
Increased 2.52%
5.46%
$50.935M
756,940 shares@ $67.3 avg price
AMZN
Amazon.com Inc
Recent Activity
Increased 14.52%
5.38%
$50.175M
240,914 shares@ $208.28 avg price
META
Meta Platforms Inc-class A
Recent Activity
Increased 15.03%
4.5%
$42.011M
73,430 shares@ $572.13 avg price
MSFT
Microsoft Corp
Recent Activity
Increased 21.36%
4.39%
$40.944M
110,609 shares@ $370.17 avg price
AAPL
Apple Inc
Recent Activity
Decreased -0.77%
3.73%
$34.816M
137,184 shares@ $253.8 avg price
MELI
Mercadolibre Inc
Recent Activity
Increased 52.54%
3.71%
$34.613M
20,019 shares@ $1729.03 avg price
ASML
Asml Holding Nv-ny Reg Shs
Recent Activity
Decreased -31.27%
3.44%
$32.124M
24,321 shares@ $1320.84 avg price
XOM
Exxon Mobil Corp
Recent Activity
Increased 7.51%
3.32%
$30.956M
182,458 shares@ $169.66 avg price
FCX
Freeport-mcmoran Inc
Recent Activity
Increased 2.14%
3.2%
$29.819M
507,305 shares@ $58.79 avg price

1-10 of 80