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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, IJR, VIG, and represent 32.60% of Post Resch Tallon Group's stock portfolio.
Added to shares of these 10 stocks: QQQ, IVV, VIG, VOO, TEM, PWB, VEA, VUG, VTV, SPY.
Started 13 new stock positions in VTV, IOT, VEA, FENI, CIBR, SPCK, TEM, GDX, STEW, VUG. BBJP, META, PLTR.
Reduced shares in these 10 stocks: EXEL, , BNL, LEAD, CVS, VRT, VZ, PCY, ARKQ, LLY.
Sold out of its positions in ARKQ, CVS, XOM, PCY, LLY, NWPX, OBE, PPL, UTG, LEAD. ESGV, VZ, VRT.
Post Resch Tallon Group was a net buyer of stock by $3.0M.
Post Resch Tallon Group has $146M in assets under management (AUM), dropping by 0.74%.
Central Index Key (CIK): 0002054476

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Portfolio Holdings for Post Resch Tallon Group

Post Resch Tallon Group holds 138 positions in its portfolio as reported in the September 2026 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Ishares Tr Core S&p500 Etf (IVV)	11.1	$16M	+5%	21k	765.85	View chart
Ishares Tr Russell 3000 Etf (IWV)	8.4	$12M	+2%	28k	431.66	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	6.5	$9.5M	+12%	13k	739.80	View chart
Ishares Tr Core S&p Scp Etf (IJR)	3.3	$4.8M	+4%	35k	136.04	View chart
Vanguard Specialized Funds Div App Etf (VIG)	3.3	$4.8M	+15%	21k	233.31	View chart
Pacer Fds Tr Us Cash Cows 100 (COWZ)	3.0	$4.4M	+2%	66k	66.76	View chart
Spdr Series Trust St Str P400mid (SPMD)	2.8	$4.0M	+5%	64k	63.04	View chart
Broadstone Net Lease (BNL)	2.6	$3.8M	-19%	205k	18.50	View chart
Ishares Tr Cre U S Reit Etf (USRT)	2.4	$3.4M	+6%	56k	61.58	View chart
Ishares Tr Pfd And Incm Sec (PFF)	2.0	$2.9M	+4%	100k	29.50	View chart
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)	1.9	$2.8M		33k	82.97	View chart
Ark Etf Tr Innovation Etf (ARKK)	1.9	$2.7M		31k	89.10	View chart
Invesco Exchange Traded Fd T Larg Cap Gro Etf (PWB)	1.8	$2.7M	+21%	17k	162.15	View chart
Ishares Tr Core Div Grwth (DGRO)	1.7	$2.5M	+7%	34k	75.39	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	1.7	$2.5M		5.0k	497.98	View chart
Microsoft Corporation (MSFT)	1.7	$2.5M		4.8k	512.90	View chart
Ishares Tr Rus Md Cp Gr Etf (IWP)	1.7	$2.5M	+4%	18k	137.68	View chart
Ishares Tr Rus Tp200 Gr Etf (IWY)	1.6	$2.3M	+4%	7.9k	294.91	View chart
Apple (AAPL)	1.4	$2.1M	+2%	6.2k	333.04	View chart
NVIDIA Corporation (NVDA)	1.4	$2.0M		8.8k	228.38	View chart
J P Morgan Exchange Traded F Equity Premium (JEPI)	1.2	$1.7M		30k	56.22	View chart
Pacer Fds Tr Us Lrg Cp Cash (COWG)	1.1	$1.6M		41k	39.88	View chart
Metropcs Communications (TMUS)	1.1	$1.6M		9.7k	163.08	View chart
Omega Healthcare Investors (OHI)	0.9	$1.3M		29k	46.31	View chart
Vanguard Index Fds Mrngstr Sml Cap (VB)	0.9	$1.3M	+3%	4.4k	284.46	View chart
Corning Incorporated (GLW)	0.8	$1.2M	-10%	8.0k	153.76	View chart
Ark Etf Tr Genomic Rev Etf (ARKG)	0.8	$1.1M	-3%	21k	54.22	View chart
International Business Machines (IBM)	0.8	$1.1M		5.1k	219.94	View chart
Kayne Anderson MLP Investment (KYN)	0.7	$1.1M		79k	13.60	View chart
Asure Software (ASUR)	0.7	$1.1M		139k	7.57	View chart
Paychex (PAYX)	0.7	$1.0M		11k	98.50	View chart
Cisco Systems (CSCO)	0.7	$1.0M	-2%	9.3k	107.64	View chart
Spdr Gold Tr Gold Shs (GLD)	0.7	$979k	+3%	2.6k	380.84	View chart
Fidelity Merrimack Str Tr Total Bd Etf (FBND)	0.7	$975k		23k	43.30	View chart
Pfizer (PFE)	0.6	$921k	+5%	32k	28.52	View chart
State Str Spdr S&p 500 Etf T Tr Unit (SPY)	0.6	$913k	+63%	1.2k	762.32	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.6	$913k	+167%	1.3k	701.00	View chart
Amazon (AMZN)	0.6	$837k	-2%	3.4k	249.15	View chart
Codexis (CDXS)	0.5	$798k		574k	1.39	View chart
United Ban (UBCP)	0.5	$794k	-3%	54k	14.79	View chart
Ishares Tr Msci Usa Min Etf (USMV)	0.5	$776k		8.0k	97.43	View chart
Annaly Capital Management In Com New (NLY)	0.5	$769k		41k	18.89	View chart
Wisdomtree Tr Us Largecap Divd (DLN)	0.5	$689k		7.1k	97.20	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	0.5	$688k	+18%	9.8k	70.15	View chart
ConocoPhillips (COP)	0.4	$639k		5.1k	125.15	View chart
Spdr Index Shs Fds St Port Mark Etf (SPEM)	0.4	$616k		12k	51.76	View chart
Texas Pacific Land Corp (TPL)	0.4	$609k	+60%	1.9k	325.78	View chart
Marathon Petroleum Corp (MPC)	0.4	$572k		1.4k	395.28	View chart
Park Hotels & Resorts Inc-wi (PK)	0.4	$554k	+4%	36k	15.42	View chart
Spdr Series Trust ST STR PR SP1500 (SPTM)	0.4	$548k	+32%	6.0k	92.05	View chart
Phillips 66 (PSX)	0.4	$537k		2.1k	255.31	View chart
Tempus Ai Cl A (TEM)	0.4	$532k	NEW	6.5k	81.90	View chart
Eaton Vance Tax-Managed Global Dive Eq (EXG)	0.4	$524k	+3%	56k	9.41	View chart
Johnson & Johnson (JNJ)	0.4	$521k		2.0k	264.67	View chart
Taiwan Semiconductor Manufac Sponsored Ads (TSM)	0.3	$509k		1.1k	456.19	View chart
Ishares Tr Select Us Reit (ICF)	0.3	$506k	+25%	8.0k	62.90	View chart
Micron Technology (MU)	0.3	$503k	+57%	472.00	1065.11	View chart
Kinder Morgan (KMI)	0.3	$497k	-5%	17k	30.15	View chart
Exelixis (EXEL)	0.3	$492k	-83%	8.4k	58.41	View chart
Merck & Co (MRK)	0.3	$488k		3.4k	145.31	View chart
Tesla Motors (TSLA)	0.3	$480k	+2%	1.4k	354.81	View chart
Spdr Series Trust St Str Tips Etf (SPIP)	0.3	$450k	-2%	19k	24.37	View chart
Fs Specialty Lending Com Sh Ben Int (FSSL)	0.3	$447k	+207%	39k	11.63	View chart
Amgen (AMGN)	0.3	$436k		1.0k	421.51	View chart
Crowdstrike Hldgs Cl A (CRWD)	0.3	$432k	+286%	1.6k	264.75	View chart
Abbvie (ABBV)	0.3	$432k		1.7k	261.59	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.3	$431k	+5%	7.3k	59.31	View chart
Intel Corporation (INTC)	0.3	$427k		3.6k	120.23	View chart
Ge Aerospace Com New (GE)	0.3	$411k	-10%	1.3k	312.29	View chart
Ge Vernova (GEV)	0.3	$409k	-17%	430.00	950.49	View chart
Pacer Fds Tr Trendp Us Lar Cp (PTLC)	0.3	$402k	+17%	6.8k	59.51	View chart
Qualcomm (QCOM)	0.3	$393k	+3%	2.1k	184.04	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.3	$385k	NEW	5.5k	70.61	View chart
Bristol Myers Squibb (BMY)	0.3	$383k		6.1k	62.40	View chart
Eaton Vance Short Duration Diversified I (EVG)	0.3	$369k	+7%	37k	9.92	View chart
Vanguard Index Fds Mrngstr Grwt Etf (VUG)	0.3	$364k	NEW	4.0k	90.12	View chart
Coca-Cola Company (KO)	0.3	$364k		4.2k	86.08	View chart
Spdr Series Trust ST STR P500GRW (SPYG)	0.2	$354k	-3%	2.9k	123.08	View chart
Vanguard Index Fds Mrngstr Val Etf (VTV)	0.2	$354k	NEW	1.6k	216.08	View chart
Broadcom (AVGO)	0.2	$351k		1.0k	351.19	View chart
Advanced Micro Devices (AMD)	0.2	$346k	-2%	566.00	611.76	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	0.2	$341k		1.5k	222.24	View chart
Vaneck Etf Trust Fallen Angel Hg (ANGL)	0.2	$340k	+10%	12k	27.81	View chart
Wal-Mart Stores (WMT)	0.2	$319k	+3%	3.1k	103.92	View chart
John Hancock Preferred Income Fund III (HPS)	0.2	$311k		26k	12.04	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.2	$311k	+15%	903.00	344.08	View chart
Samsara Com Cl A (IOT)	0.2	$303k	NEW	8.0k	38.13	View chart
Select Sector Spdr Tr St Str Techn Etf (XLK)	0.2	$292k		1.5k	195.75	View chart
Permian Basin Rty Tr Unit Ben Int (PBT)	0.2	$292k	+10%	9.3k	31.48	View chart
Tidal Trust Iii Rockefeller New (RMNY)	0.2	$286k		13k	22.92	View chart
Invesco Exchange Traded Fd T Dors Wri Mom Etf (PDP)	0.2	$274k	-2%	2.0k	137.83	View chart
Select Sector Spdr Tr St Str Energ Etf (XLE)	0.2	$272k		4.4k	61.50	View chart
SM Energy (SM)	0.2	$270k	-13%	8.0k	33.78	View chart
Rivernorth Doubleline Strate (OPP)	0.2	$270k		39k	6.92	View chart
Palantir Technologies Cl A (PLTR)	0.2	$267k	NEW	1.4k	187.05	View chart
Spdr Series Trust St Bloo High Etf (JNK)	0.2	$265k	-4%	2.9k	92.76	View chart
Key (KEY)	0.2	$263k	-7%	13k	20.07	View chart
Alphabet Cap Stk Cl C (GOOG)	0.2	$263k	-4%	772.00	340.74	View chart
Collaborative Investmnt Ser Spa New Iss Etf (SPCK)	0.2	$261k	NEW	1.7k	150.86	View chart
MetLife (MET)	0.2	$261k	-9%	2.8k	94.16	View chart
Adams Express Company (ADX)	0.2	$256k		10k	25.67	View chart
Altria (MO)	0.2	$251k		3.7k	67.34	View chart
Boulder Growth & Income Fund (STEW)	0.2	$250k	NEW	14k	17.37	View chart
Spdr Series Trust St Intl Bbg Etf (BWX)	0.2	$250k		12k	21.18	View chart
Fidelity Covington Trust Enhanced Intl (FENI)	0.2	$249k	NEW	6.3k	39.91	View chart
Chord Energy Corporation Com New (CHRD)	0.2	$242k	-2%	1.8k	134.07	View chart
Vanguard Index Fds MRNGSTR SML CP V (VBR)	0.2	$242k	+7%	1.0k	231.03	View chart
Pan American Silver Corp Can (PAAS)	0.2	$237k	-8%	5.2k	45.51	View chart
Caterpillar (CAT)	0.2	$235k		290.00	810.95	View chart
Wisdomtree Tr Us Midcap Fund (EZM)	0.2	$232k		3.2k	71.64	View chart
Newmont Mining Corporation (NEM)	0.2	$232k	-8%	2.0k	115.34	View chart
Syndax Pharmaceuticals (SNDX)	0.2	$231k		12k	18.80	View chart
Ishares Tr Select Divid Etf (DVY)	0.2	$228k		1.5k	152.07	View chart
Walt Disney Company (DIS)	0.2	$224k	-2%	2.1k	104.90	View chart
J P Morgan Exchange Traded F Betabuldrs Japan (BBJP)	0.2	$222k	NEW	2.8k	78.50	View chart
Northwest Bancshares (NWBI)	0.2	$221k	-6%	15k	14.84	View chart
Vaneck Etf Trust Gold Miners Etf (GDX)	0.2	$220k	NEW	2.5k	87.80	View chart
Select Sector Spdr Tr St Str Util Etf (XLU)	0.2	$219k	+2%	5.6k	39.44	View chart
Home Depot (HD)	0.1	$218k	-6%	767.00	284.49	View chart
Tema Etf Trust Electrification (VOLT)	0.1	$218k		6.2k	35.43	View chart
Pacer Fds Tr Us Sm Cap Ca Etf (CALF)	0.1	$215k		4.0k	53.28	View chart
Novartis Sponsored Adr (NVS)	0.1	$214k	-10%	1.5k	142.57	View chart
Red Cat Hldgs (RCAT)	0.1	$213k	+8%	33k	6.46	View chart
Guinness Atkinson Fds Divid Bldr Etf (DIVS)	0.1	$210k		6.4k	33.06	View chart
Algonquin Power & Utilities equs (AQN)	0.1	$209k	-3%	42k	5.03	View chart
Meta Platforms Cl A (META)	0.1	$207k	NEW	285.00	725.18	View chart
First Tr Exchange-traded Nasdaq Cyb Etf (CIBR)	0.1	$201k	NEW	2.0k	103.09	View chart
Coupang Cl A (CPNG)	0.1	$196k	+13%	14k	13.87	View chart
Agnc Invt Corp Com reit (AGNC)	0.1	$154k		17k	9.07	View chart
Blackrock Res & Commodities SHS (BCX)	0.1	$134k		11k	11.87	View chart
Agenus Com New (AGEN)	0.1	$127k		13k	9.93	View chart
Ford Motor Company (F)	0.1	$123k		10k	12.06	View chart
Invesco Van Kampen Senior Income Trust (VVR)	0.1	$86k	-5%	30k	2.89	View chart
Nuveen Multi-Strategy Income & Growth (JPC)	0.1	$83k	-13%	12k	6.82	View chart
Highland Opps & Income Highland Income (HFRO)	0.0	$70k		11k	6.66	View chart
Atre Sponsored Ads (RERE)	0.0	$49k	-7%	13k	3.73	View chart
Quanterix Ord (QTRX)	0.0	$46k		13k	3.71	View chart
Cardiff Oncology (CRDF)	0.0	$27k		23k	1.21	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 2026 Q3 filed Oct. 9, 2026
Post Resch Tallon Group 2026 Q2 filed July 7, 2026
Post Resch Tallon Group 2026 Q1 filed April 8, 2026
Post Resch Tallon Group 2025 Q4 filed Jan. 9, 2026
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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