Post Resch Tallon Group Inc. Top Holdings and 13F Report (2026)

About Post Resch Tallon Group Inc.

Investment Activity

Post Resch Tallon Group Inc. has $145.66 million in total holdings as of June 30, 2026.
Post Resch Tallon Group Inc. owns shares of 138 different stocks, but just 45 companies or ETFs make up 80% of its holdings.
Approximately 7.75% of the portfolio was purchased this quarter.
About 5.72% of the portfolio was sold this quarter.
This quarter, Post Resch Tallon Group Inc. has purchased 138 new stocks and bought additional shares in 60 stocks.
Post Resch Tallon Group Inc. sold shares of 43 stocks and completely divested from 13 stocks this quarter.

Largest Holdings

iShares Core S&P 500 ETF: $16,184,628
iShares Russell 3000 ETF: $12,235,064
Invesco QQQ: $9,491,598
iShares Core S&P Small-Cap ETF: $4,788,569
Vanguard Dividend Appreciation ETF: $4,782,527

Largest New Holdings this Quarter

88023B103 - TEMPUS AI INC: $532,350 Holding
921943858 - Vanguard FTSE Developed Markets ETF: $385,390 Holding
922908736 - Vanguard Growth ETF: $364,436 Holding
922908744 - Vanguard Value ETF: $353,723 Holding
79589L106 - Samsara: $303,134 Holding

Largest Purchases this Quarter

Invesco QQQ: 1,404 shares (about $1.04M)
iShares Core S&P 500 ETF: 1,128 shares (about $863.87K)
Vanguard Dividend Appreciation ETF: 2,789 shares (about $650.69K)
Vanguard S&P 500 ETF: 816 shares (about $572.01K)
TEMPUS AI INC: 6,500 shares (about $532.35K)

Largest Sales this Quarter

Exelixis: 41,969 shares (about $2.45M)
Broadstone Net Lease: 48,481 shares (about $896.90K)
Corning: 918 shares (about $141.15K)
GE VERNOVA INC: 91 shares (about $86.49K)
GE Aerospace: 152 shares (about $47.47K)

Sector Allocation Over Time

Selling

Neutral

Buying

Latest 13F Holdings and Changes Since Previous Quarterly Filing

Issuer Name	Holdings Value	Approximate Purchase/Sale	Change in Shares	Shares Held	% of Portfolio	Sector
IVV iShares Core S&P 500 ETF	$16,184,628	$863,875 ▲	5.6%	21,133	11.1%	ETF
IWV iShares Russell 3000 ETF	$12,235,064	$253,386 ▲	2.1%	28,344	8.4%	ETF
QQQ Invesco QQQ	$9,491,598	$1,038,675 ▲	12.3%	12,830	6.5%	ETF
IJR iShares Core S&P Small-Cap ETF	$4,788,569	$184,877 ▲	4.0%	35,200	3.3%	ETF
VIG Vanguard Dividend Appreciation ETF	$4,782,527	$650,689 ▲	15.7%	20,499	3.3%	ETF
COWZ Pacer US Cash Cows 100 ETF	$4,370,941	$115,963 ▲	2.7%	65,472	3.0%	ETF
SPMD SPDR Portfolio S&P 400 Mid Cap ETF	$4,047,423	$226,440 ▲	5.9%	64,204	2.8%	ETF
BNL Broadstone Net Lease	$3,790,289	$896,896 ▼	-19.1%	204,881	2.6%	Real Estate
USRT iShares Core U.S. REIT ETF	$3,447,403	$202,042 ▲	6.2%	55,983	2.4%	ETF
PFF iShares Preferred and Income Securities ETF	$2,944,684	$133,458 ▲	4.7%	99,820	2.0%	ETF
VEU Vanguard FTSE All-World ex-US ETF	$2,750,090	$41,319 ▼	-1.5%	33,146	1.9%	ETF
ARK ETF TR	$2,736,885	$34,214 ▲	1.3%	30,717	1.9%	INNOVATION ETF
PWB Invesco Large Cap Growth ETF	$2,685,528	$478,829 ▲	21.7%	16,562	1.8%	ETF
DGRO iShares Core Dividend Growth ETF	$2,540,643	$177,167 ▲	7.5%	33,700	1.7%	ETF
BRK.B Berkshire Hathaway	$2,498,879	$4,980 ▲	0.2%	5,018	1.7%	Finance
MSFT Microsoft	$2,473,204	$16,413 ▲	0.7%	4,822	1.7%	Technology
IWP iShares Russell Mid-Cap Growth ETF	$2,466,813	$97,753 ▲	4.1%	17,917	1.7%	ETF
IWY iShares Russell Top 200 Growth ETF	$2,340,996	$95,846 ▲	4.3%	7,938	1.6%	ETF
AAPL Apple	$2,059,198	$48,624 ▲	2.4%	6,183	1.4%	Technology
NVDA NVIDIA	$1,998,782	$27,406 ▲	1.4%	8,752	1.4%	Technology
JEPI JPMorgan Equity Premium Income ETF	$1,711,314	$2,080 ▼	-0.1%	30,440	1.2%	ETF
COWG Pacer US Large Cap Cash Cows Growth Leaders ETF	$1,642,378	$15,952 ▼	-1.0%	41,183	1.1%	ETF
TMUS T-Mobile US	$1,588,073		0.0%	9,738	1.1%	Communication Services
OHI Omega Healthcare Investors	$1,329,883	$1,482 ▲	0.1%	28,717	0.9%	Real Estate
VB Vanguard Small-Cap ETF	$1,263,588	$47,221 ▲	3.9%	4,442	0.9%	ETF
GLW Corning	$1,233,924	$141,152 ▼	-10.3%	8,025	0.8%	Technology
ARKG ARK Genomic Revolution ETF	$1,140,138	$41,478 ▼	-3.5%	21,028	0.8%	ETF
IBM International Business Machines	$1,130,475	$3,299 ▲	0.3%	5,140	0.8%	Technology
KYN Kayne Anderson Energy Infrastructure Fund	$1,069,669	$1,455 ▲	0.1%	78,652	0.7%	Finance
ASUR Asure Software	$1,051,253		0.0%	138,871	0.7%	Industrials
PAYX Paychex	$1,037,086	$295 ▲	0.0%	10,529	0.7%	Industrials
CSCO Cisco Systems	$1,005,634	$23,680 ▼	-2.3%	9,343	0.7%	Technology
GLD SPDR Gold Shares	$978,759	$37,322 ▲	4.0%	2,570	0.7%	ETF
FBND Fidelity Total Bond ETF	$975,203		0.0%	22,522	0.7%	ETF
PFE Pfizer	$920,984	$49,938 ▲	5.7%	32,293	0.6%	Healthcare
SPY SPDR S&P 500 ETF Trust	$913,261	$353,717 ▲	63.2%	1,198	0.6%	ETF
VOO Vanguard S&P 500 ETF	$912,697	$572,013 ▲	167.9%	1,302	0.6%	ETF
AMZN Amazon.com	$837,144	$24,915 ▼	-2.9%	3,360	0.6%	Consumer Discretionary
CDXS Codexis	$797,795	$14,560 ▲	1.9%	573,953	0.5%	Healthcare
UBCP United Bancorp	$793,848	$29,580 ▼	-3.6%	53,675	0.5%	Finance
USMV iShares MSCI USA Min Vol Factor ETF	$775,866	$7,308 ▼	-0.9%	7,963	0.5%	ETF
NLY Annaly Capital Management	$769,292	$8,482 ▼	-1.1%	40,725	0.5%	Finance
DLN WisdomTree U.S. LargeCap Dividend Fund	$688,662		0.0%	7,085	0.5%	ETF
BND Vanguard Total Bond Market ETF	$687,752	$106,488 ▲	18.3%	9,804	0.5%	ETF
COP ConocoPhillips	$639,266		0.0%	5,108	0.4%	Energy
SPEM SPDR Portfolio Emerging Markets ETF	$616,011	$12,164 ▼	-1.9%	11,901	0.4%	ETF
TPL Texas Pacific Land	$608,555	$230,326 ▲	60.9%	1,868	0.4%	Energy
MPC Marathon Petroleum	$572,370		0.0%	1,448	0.4%	Energy
PK Park Hotels & Resorts	$554,083	$24,903 ▲	4.7%	35,933	0.4%	Real Estate
SPTM SPDR Portfolio S&P 1500 Composite Stock Market ETF	$548,342	$133,933 ▲	32.3%	5,957	0.4%	ETF
PSX Phillips 66	$536,917		0.0%	2,103	0.4%	Energy
TEMPUS AI INC	$532,350	$532,350 ▲	New Holding	6,500	0.4%	CL A
EXG Eaton Vance Tax-Managed Global Diversified Equity Income Fund	$523,790	$19,356 ▲	3.8%	55,663	0.4%	Finance
JNJ Johnson & Johnson	$521,143	$265 ▲	0.1%	1,969	0.4%	Healthcare
TSM Taiwan Semiconductor Manufacturing	$509,108		0.0%	1,116	0.3%	Technology
ICF iShares Select U.S. REIT ETF	$505,716	$103,156 ▲	25.6%	8,040	0.3%	ETF
MU Micron Technology	$502,732	$183,199 ▲	57.3%	472	0.3%	Technology
KMI Kinder Morgan	$497,204	$30,150 ▼	-5.7%	16,491	0.3%	Energy
EXEL Exelixis	$492,279	$2,451,407 ▼	-83.3%	8,428	0.3%	Healthcare
MRK Merck & Co., Inc.	$487,806	$9,445 ▼	-1.9%	3,357	0.3%	Healthcare
TSLA Tesla	$479,703	$13,838 ▲	3.0%	1,352	0.3%	Consumer Discretionary
SPIP SPDR Portfolio TIPS ETF	$450,065	$12,185 ▼	-2.6%	18,468	0.3%	ETF
FS SPECIALTY LENDING FD	$447,255	$301,880 ▲	207.7%	38,457	0.3%	COM SH BEN INT
AMGN Amgen	$435,841	$4,215 ▼	-1.0%	1,034	0.3%	Healthcare
CRWD CrowdStrike	$432,337	$320,612 ▲	287.0%	1,633	0.3%	Technology
ABBV AbbVie	$431,885	$3,401 ▼	-0.8%	1,651	0.3%	Healthcare
VWO Vanguard FTSE Emerging Markets ETF	$431,225	$24,138 ▲	5.9%	7,271	0.3%	ETF
INTC Intel	$427,057		0.0%	3,552	0.3%	Technology
GE GE Aerospace	$410,974	$47,468 ▼	-10.4%	1,316	0.3%	Industrials
GE VERNOVA INC	$408,711	$86,495 ▼	-17.5%	430	0.3%	COM
PTLC Pacer Trendpilot US Large Cap ETF	$401,693	$59,510 ▲	17.4%	6,750	0.3%	ETF
QCOM Qualcomm	$393,293	$12,883 ▲	3.4%	2,137	0.3%	Technology
VEA Vanguard FTSE Developed Markets ETF	$385,390	$385,390 ▲	New Holding	5,458	0.3%	ETF
BMY Bristol Myers Squibb	$382,886	$1,061 ▲	0.3%	6,136	0.3%	Healthcare
EVG Eaton Vance Short Duration Diversified Income Fund	$368,660	$25,356 ▲	7.4%	37,163	0.3%	Finance
VUG Vanguard Growth ETF	$364,436	$364,436 ▲	New Holding	4,044	0.3%	ETF
KO CocaCola	$364,289	$86 ▲	0.0%	4,232	0.3%	Consumer Staples
SPYG SPDR Portfolio S&P 500 Growth ETF	$353,732	$12,308 ▼	-3.4%	2,874	0.2%	ETF
VTV Vanguard Value ETF	$353,723	$353,723 ▲	New Holding	1,637	0.2%	ETF
AVGO Broadcom	$351,190	$5,970 ▼	-1.7%	1,000	0.2%	Technology
AMD Advanced Micro Devices	$346,256	$10,400 ▼	-2.9%	566	0.2%	Technology
QUAL iShares MSCI USA Quality Factor ETF	$340,694		0.0%	1,533	0.2%	ETF
ANGL VanEck Fallen Angel High Yield Bond ETF	$339,755	$31,787 ▲	10.3%	12,217	0.2%	ETF
WALMART INC	$319,138	$10,392 ▲	3.4%	3,071	0.2%	COM
HPS John Hancock Preferred Income Fund III	$311,437	$373 ▲	0.1%	25,867	0.2%	Finance
GOOGL Alphabet	$310,704	$42,666 ▲	15.9%	903	0.2%	Communication Services
IOT Samsara	$303,134	$303,134 ▲	New Holding	7,950	0.2%	Technology
XLK Technology Select Sector SPDR Fund	$292,059		0.0%	1,492	0.2%	ETF
PBT Permian Basin Royalty Trust	$291,549	$27,042 ▲	10.2%	9,261	0.2%	Energy
TIDAL TRUST III	$286,043	$3,141 ▲	1.1%	12,478	0.2%	ROCKEFELLER NEW
PDP Invesco Dorsey Wright Momentum ETF	$274,277	$6,891 ▼	-2.5%	1,990	0.2%	ETF
XLE Energy Select Sector SPDR Fund	$272,134	$184 ▲	0.1%	4,425	0.2%	ETF
SM SM Energy	$270,240	$40,536 ▼	-13.0%	8,000	0.2%	Energy
OPP RiverNorth/DoubleLine Strategic Opportunity Fund	$269,822	$2,948 ▼	-1.1%	38,992	0.2%	ETF
PALANTIR TECHNOLOGIES INC	$266,546	$266,546 ▲	New Holding	1,425	0.2%	CL A
JNK SPDR Bloomberg High Yield Bond ETF	$264,542	$11,966 ▼	-4.3%	2,852	0.2%	ETF
KEY KeyCorp	$263,439	$20,471 ▼	-7.2%	13,126	0.2%	Finance
GOOG Alphabet	$263,051	$11,926 ▼	-4.3%	772	0.2%	Communication Services
SPCX SpaceX	$260,837	$260,837 ▲	New Holding	1,729	0.2%	Communication Services
MET MetLife	$260,822	$26,930 ▼	-9.4%	2,770	0.2%	Finance

Showing largest 100 holdings. View all holdings.

More Institutional Buying and Selling Information

SEC Filings and Trading Data

Unlock superior investment research and tools.

Get MarketBeat All Access

In-depth profiles and analysis for 20,000 public companies.
Real-time analyst ratings, insider transactions, earnings data, and more.
Our daily ratings and market update email newsletter.

Sign In
Create Account

Your Email Address:

Your Password:

Forgot your password?

Your Email Address:

Choose a Password:

By creating a free account, you agree to our terms of service. This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.

Post Resch Tallon Group Inc. Top Holdings and 13F Report (2026)

About Post Resch Tallon Group Inc.

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools

About MarketBeat

MarketBeat Products

Popular Tools

Financial Calendars

Terms & Info

Post Resch Tallon Group Inc. Top Holdings and 13F Report (2026)

About Post Resch Tallon Group Inc.

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Map of 500 Largest Holdings ofPost Resch Tallon Group Inc.

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

MarketBeat All Access Features

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools