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Post Resch Tallon Group

Latest statistics and disclosures from Post Resch Tallon Group's latest quarterly 13F-HR filing:

Top 5 stock holdings are IVV, IWV, QQQ, BNL, VIG, and represent 31.83% of Post Resch Tallon Group's stock portfolio.
Added to shares of these 10 stocks: COWG, SNDX, BMY, DMRC, PTLC, CDXS, MO, NEM, DVY, VBR.
Started 11 new stock positions in BMY, VBR, CRDF, MO, PTLC, SNDX, AGEN, NEM, UTG, PEP. DVY.
Reduced shares in these 10 stocks: PLTR, DIVS, DIS, ARKK, PSX, OHI, EXEL, ARKG, EP.PC, VEU.
Sold out of its positions in DIS, DIVS.
Post Resch Tallon Group was a net buyer of stock by $3.2M.
Post Resch Tallon Group has $113M in assets under management (AUM), dropping by 8.88%.
Central Index Key (CIK): 0002054476

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Portfolio Holdings for Post Resch Tallon Group

Post Resch Tallon Group holds 109 positions in its portfolio as reported in the September 2025 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Ishares Tr Core S&p500 Etf (IVV)	10.5	$12M		18k	669.30	View chart
Ishares Tr Russell 3000 Etf (IWV)	8.0	$9.1M		24k	378.94	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	5.3	$6.0M		9.9k	600.38	View chart
Broadstone Net Lease (BNL)	4.7	$5.4M		300k	17.87	View chart
Vanguard Specialized Funds Div App Etf (VIG)	3.3	$3.7M		17k	215.79	View chart
Ishares Tr Core S&p Scp Etf (IJR)	2.9	$3.3M		28k	118.83	View chart
Pacer Fds Tr Us Cash Cows 100 (COWZ)	2.9	$3.3M	+3%	57k	57.47	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	2.8	$3.1M		6.2k	502.74	View chart
Exelixis (EXEL)	2.6	$3.0M		72k	41.30	View chart
Spdr Series Trust Portfolio S&p400 (SPMD)	2.4	$2.7M		47k	57.19	View chart
Ark Etf Tr Innovation Etf (ARKK)	2.3	$2.6M	-4%	30k	86.30	View chart
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)	2.3	$2.6M		36k	71.37	View chart
Ishares Tr Rus Md Cp Gr Etf (IWP)	2.1	$2.4M	+2%	17k	142.41	View chart
Metropcs Communications (TMUS)	2.1	$2.3M		9.7k	239.38	View chart
Ishares Tr Rus Tp200 Gr Etf (IWY)	2.0	$2.3M		8.3k	273.65	View chart
Ishares Tr Cre U S Reit Etf (USRT)	1.9	$2.1M	+2%	36k	58.72	View chart
Ishares Tr Core Div Grwth (DGRO)	1.8	$2.1M		30k	68.08	View chart
Ishares Tr Pfd And Incm Sec (PFF)	1.8	$2.0M	+3%	64k	31.62	View chart
Microsoft Corporation (MSFT)	1.5	$1.7M		3.3k	517.95	View chart
J P Morgan Exchange Traded F Equity Premium (JEPI)	1.5	$1.6M		29k	57.10	View chart
Digimarc Corporation (DMRC)	1.3	$1.5M	+20%	153k	9.77	View chart
Apple (AAPL)	1.3	$1.4M		5.7k	254.64	View chart
NVIDIA Corporation (NVDA)	1.2	$1.4M	+7%	7.5k	186.58	View chart
Pacer Fds Tr Us Lrg Cp Cash (COWG)	1.2	$1.4M	+57%	38k	36.30	View chart
Codexis (CDXS)	1.2	$1.4M	+19%	560k	2.44	View chart
Omega Healthcare Investors (OHI)	1.0	$1.2M	-7%	28k	42.22	View chart
Asure Software (ASUR)	1.0	$1.2M		142k	8.20	View chart
International Business Machines (IBM)	1.0	$1.1M		4.0k	282.17	View chart
Fidelity Merrimack Str Tr Total Bd Etf (FBND)	0.9	$1.0M		23k	46.24	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.9	$973k	+4%	3.8k	254.28	View chart
Kayne Anderson MLP Investment (KYN)	0.8	$936k		76k	12.37	View chart
Exxon Mobil Corporation (XOM)	0.7	$838k	+2%	7.4k	112.75	View chart
Spdr Gold Tr Gold Shs (GLD)	0.7	$802k		2.3k	355.47	View chart
Amazon (AMZN)	0.7	$756k		3.4k	219.57	View chart
Annaly Capital Management In Com New (NLY)	0.7	$746k		37k	20.21	View chart
Cisco Systems (CSCO)	0.6	$701k		10k	68.42	View chart
Paychex (PAYX)	0.6	$694k		5.5k	126.75	View chart
Ishares Tr Msci Usa Min Vol (USMV)	0.6	$691k	+6%	7.3k	95.13	View chart
United Ban (UBCP)	0.6	$635k		45k	13.97	View chart
Wisdomtree Tr Us Largecap Divd (DLN)	0.6	$629k	-3%	7.2k	87.03	View chart
Ark Etf Tr Genomic Rev Etf (ARKG)	0.5	$600k	-5%	22k	27.77	View chart
Spdr Index Shs Fds Portfolio Emg Mk (SPEM)	0.5	$582k		12k	46.81	View chart
Tesla Motors (TSLA)	0.5	$538k	+45%	1.2k	444.72	View chart
El Paso Energy Cap Tr I Pfd Cv Tr Sec 28 (EP.PC)	0.5	$530k	-5%	19k	28.31	View chart
Siren Etf Tr Divcn Ldrs Etf (LEAD)	0.5	$515k		6.8k	76.13	View chart
ConocoPhillips (COP)	0.4	$483k		5.1k	94.59	View chart
Spdr Series Trust Portfli Tips Etf (SPIP)	0.4	$480k		18k	26.32	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	0.4	$468k	+4%	6.3k	74.37	View chart
Corning Incorporated (GLW)	0.4	$463k	-2%	5.6k	82.03	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.4	$460k		8.5k	54.18	View chart
Broadcom (AVGO)	0.4	$435k		1.3k	329.91	View chart
Pfizer (PFE)	0.4	$419k		17k	25.48	View chart
Abbvie (ABBV)	0.4	$399k		1.7k	231.54	View chart
Syndax Pharmaceuticals (SNDX)	0.4	$397k	NEW	26k	15.38	View chart
John Hancock Preferred Income Fund III (HPS)	0.3	$392k	+6%	25k	15.44	View chart
Spdr Series Trust Portfoli S&p1500 (SPTM)	0.3	$392k		4.9k	80.65	View chart
Ishares Tr Select Us Reit (ICF)	0.3	$373k		6.0k	61.62	View chart
Johnson & Johnson (JNJ)	0.3	$371k		2.0k	185.42	View chart
Vaneck Etf Trust Fallen Angel Hg (ANGL)	0.3	$343k		12k	29.73	View chart
Eaton Vance Tax-Managed Global Dive Eq (EXG)	0.3	$338k	-6%	37k	9.10	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	0.3	$337k		506.00	666.18	View chart
Spdr Series Trust Bloomberg High Y (JNK)	0.3	$333k	-2%	3.4k	97.98	View chart
Taiwan Semiconductor Mfg Sponsored Ads (TSM)	0.3	$320k	+21%	1.1k	279.29	View chart
Eaton Vance Short Duration Diversified I (EVG)	0.3	$319k		28k	11.32	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	0.3	$318k		1.6k	194.50	View chart
Palantir Technologies Cl A (PLTR)	0.3	$312k	-44%	1.7k	182.42	View chart
Wal-Mart Stores (WMT)	0.3	$297k		2.9k	103.06	View chart
Spdr Series Trust Prtflo S&p500 Gw (SPYG)	0.3	$297k		2.8k	104.51	View chart
Home Depot (HD)	0.3	$293k		724.00	405.19	View chart
Spdr Series Trust Bloomberg Intl T (BWX)	0.3	$292k		13k	23.00	View chart
Red Cat Hldgs (RCAT)	0.3	$291k	+33%	28k	10.35	View chart
Phillips 66 (PSX)	0.3	$287k	-28%	2.1k	136.02	View chart
Merck & Co (MRK)	0.3	$286k		3.4k	83.93	View chart
Vanguard Index Fds Growth Etf (VUG)	0.3	$285k		594.00	479.61	View chart
Amgen (AMGN)	0.2	$280k		991.00	282.20	View chart
Select Sector Spdr Tr Energy (XLE)	0.2	$269k	+11%	3.0k	89.34	View chart
Key (KEY)	0.2	$260k		14k	18.69	View chart
Ge Aerospace Com New (GE)	0.2	$258k		857.00	300.82	View chart
Vanguard World Esg Us Stk Etf (ESGV)	0.2	$257k	+5%	2.2k	118.44	View chart
Bristol Myers Squibb (BMY)	0.2	$256k	NEW	5.7k	45.10	View chart
MetLife (MET)	0.2	$253k		3.1k	82.37	View chart
Coca-Cola Company (KO)	0.2	$250k		3.8k	66.32	View chart
Invesco Exchange Traded Fd T Dorsey Wright Mo (PDP)	0.2	$250k	-6%	2.1k	118.05	View chart
Invesco Exch Traded Fd Tr Ii Emrng Mkt Svrg (PCY)	0.2	$246k		11k	21.56	View chart
Abbott Laboratories (ABT)	0.2	$237k		1.8k	133.94	View chart
Pacer Fds Tr Trendp Us Lar Cp (PTLC)	0.2	$227k	NEW	4.2k	54.76	View chart
Wisdomtree Tr Us Midcap Fund (EZM)	0.2	$227k		3.4k	65.91	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.2	$225k		1.9k	120.72	View chart
Altria (MO)	0.2	$221k	NEW	3.3k	66.06	View chart
Crowdstrike Hldgs Cl A (CRWD)	0.2	$220k		448.00	490.38	View chart
Newmont Mining Corporation (NEM)	0.2	$220k	NEW	2.6k	84.31	View chart
Novartis Sponsored Adr (NVS)	0.2	$214k		1.7k	128.24	View chart
Ishares Tr Select Divid Etf (DVY)	0.2	$213k	NEW	1.5k	142.10	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	0.2	$210k	NEW	1.0k	208.71	View chart
Pepsi (PEP)	0.2	$210k	NEW	1.5k	140.44	View chart
Reaves Util Income Com Sh Ben Int (UTG)	0.2	$203k	NEW	5.1k	39.62	View chart
Algonquin Power & Utilities equs (AQN)	0.1	$167k		31k	5.37	View chart
Marqeta Class A Com (MQ)	0.1	$156k		30k	5.28	View chart
Northwest Bancshares (NWBI)	0.1	$147k		12k	12.39	View chart
Rivernorth Doubleline Strate (OPP)	0.1	$141k	+45%	17k	8.53	View chart
Blackrock Res & Commodities SHS (BCX)	0.1	$138k		14k	10.17	View chart
Ford Motor Company (F)	0.1	$127k		11k	11.96	View chart
Invesco Van Kampen Senior Income Trust (VVR)	0.1	$124k	+20%	36k	3.46	View chart
Nuveen Multi-Strategy Income & Growth (JPC)	0.1	$119k		15k	8.20	View chart
BlackRock MuniYield New York Insured Fnd (MYN)	0.1	$106k		11k	9.93	View chart
Agenus Com New (AGEN)	0.1	$77k	NEW	20k	3.85	View chart
Quanterix Ord (QTRX)	0.1	$66k		12k	5.43	View chart
Cardlytics (CDLX)	0.0	$49k		20k	2.43	View chart
Cardiff Oncology (CRDF)	0.0	$46k	NEW	23k	2.06	View chart

Past Filings by Post Resch Tallon Group

SEC 13F filings are viewable for Post Resch Tallon Group going back to 2025

Post Resch Tallon Group 2025 Q3 filed Nov. 5, 2025
Post Resch Tallon Group 2025 Q2 filed July 9, 2025
Post Resch Tallon Group 2025 Q1 filed April 23, 2025

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