Post Resch Tallon Group Inc. Top Holdings and 13F Report (2026) About Post Resch Tallon Group Inc.Investment ActivityPost Resch Tallon Group Inc. has $123.72 million in total holdings as of March 31, 2026.Post Resch Tallon Group Inc. owns shares of 118 different stocks, but just 40 companies or ETFs make up 80% of its holdings.Approximately 7.65% of the portfolio was purchased this quarter.About 2.34% of the portfolio was sold this quarter.This quarter, Post Resch Tallon Group Inc. has purchased 109 new stocks and bought additional shares in 54 stocks.Post Resch Tallon Group Inc. sold shares of 32 stocks and completely divested from 7 stocks this quarter.Largest Holdings iShares Core S&P 500 ETF $13,212,714iShares Russell 3000 ETF $10,480,579Invesco QQQ $6,447,219Broadstone Net Lease $4,556,922iShares Core S&P Small-Cap ETF $4,271,381 Largest New Holdings this Quarter 46137V746 - Invesco Large Cap Growth ETF $939,748 Holding283678209 - EL PASO ENERGY CAP TR I $579,214 Holding36828A101 - GE VERNOVA INC $469,877 Holding56585A102 - Marathon Petroleum $353,403 Holding92537N108 - Vertiv $296,003 Holding Largest Purchases this Quarter Invesco Large Cap Growth ETF 7,355 shares (about $939.75K)EL PASO ENERGY CAP TR I 17,491 shares (about $579.21K)GE VERNOVA INC 524 shares (about $469.88K)iShares Russell 3000 ETF 1,104 shares (about $412.10K)Marathon Petroleum 1,468 shares (about $353.40K) Largest Sales this Quarter Syndax Pharmaceuticals 10,300 shares (about $249.16K)Vanguard FTSE All-World ex-US ETF 1,953 shares (about $148.64K)iShares Russell Top 200 Growth ETF 560 shares (about $140.57K)Berkshire Hathaway 128 shares (about $61.29K)JPMorgan Equity Premium Income ETF 1,050 shares (about $59.20K) Sector Allocation Over TimeMap of 500 Largest Holdings ofPost Resch Tallon Group Inc. Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorIVViShares Core S&P 500 ETF$13,212,714$327,686 ▲2.5%20,08010.7%ETFIWViShares Russell 3000 ETF$10,480,579$412,101 ▲4.1%28,0778.5%ETFQQQInvesco QQQ$6,447,219$155,130 ▲2.5%11,0555.2%FinanceBNLBroadstone Net Lease$4,556,922$47,216 ▼-1.0%249,9683.7%FinanceIJRiShares Core S&P Small-Cap ETF$4,271,381$204,614 ▲5.0%34,1523.5%ETFCOWZPacer US Cash Cows 100 ETF$3,867,775$119,318 ▲3.2%61,9143.1%ETFVIGVanguard Dividend Appreciation ETF$3,689,083$3,238 ▼-0.1%17,0873.0%ETFSPMDSPDR Portfolio S&P 400 Mid Cap ETF$3,613,859$204,455 ▲6.0%60,6452.9%ETFUSRTiShares Core U.S. REIT ETF$3,129,312$286,062 ▲10.1%52,7712.5%ETFBRK.BBerkshire Hathaway$2,895,984$61,291 ▼-2.1%6,0482.3%FinancePFFiShares Preferred and Income Securities ETF$2,837,397$266,714 ▲10.4%93,6282.3%ETFVEUVanguard FTSE All-World ex-US ETF$2,588,839$148,645 ▼-5.4%34,0142.1%ETFEXELExelixis$2,466,339$200,661 ▲8.9%56,7972.0%MedicalIWPiShares Russell Mid-Cap Growth ETF$2,215,738$21,313 ▲1.0%17,1541.8%ETFDGROiShares Core Dividend Growth ETF$2,156,476$22,869 ▲1.1%30,6471.7%ETFARK ETF TR$2,053,883$13,101 ▲0.6%29,7881.7%INNOVATION ETFTMUST-Mobile US$2,017,6650.0%9,7381.6%Computer and TechnologyIWYiShares Russell Top 200 Growth ETF$1,956,121$140,566 ▼-6.7%7,7931.6%ETFJEPIJPMorgan Equity Premium Income ETF$1,583,985$59,205 ▼-3.6%28,0921.3%ETFMSFTMicrosoft$1,568,317$225,853 ▲16.8%4,2151.3%Computer and TechnologyAAPLApple$1,527,170$127,328 ▲9.1%6,0091.2%Computer and TechnologyXOMExxonMobil$1,503,626$68,641 ▲4.8%9,0471.2%EnergyNVDANVIDIA$1,480,877$60,609 ▲4.3%8,4051.2%Computer and TechnologyCOWGPacer US Large Cap Cash Cows Growth Leaders ETF$1,426,792$24,639 ▲1.8%41,9831.2%ETFGLWCorning$1,262,959$298,785 ▲31.0%9,0881.0%Computer and TechnologyIBMInternational Business Machines$1,211,875$44,399 ▲3.8%4,9951.0%Computer and TechnologyASURAsure Software$1,190,1240.0%138,8711.0%Computer and TechnologyOHIOmega Healthcare Investors$1,148,771$15,315 ▼-1.3%26,2540.9%FinanceVBVanguard Small-Cap ETF$1,064,354$52,479 ▲5.2%4,0360.9%ETFGLDSPDR Gold Shares$1,054,539$108,850 ▲11.5%2,4220.9%FinanceKYNKayne Anderson Energy Infrastructure Fund$1,049,537$20,118 ▼-1.9%74,3940.8%Financial ServicesFBNDFidelity Total Bond ETF$1,038,973$12,136 ▲1.2%22,7720.8%ETFPAYXPaychex$985,700$55,161 ▲5.9%10,8110.8%Computer and TechnologyCDXSCodexis$974,941$101,899 ▲11.7%571,4780.8%MedicalPWBInvesco Large Cap Growth ETF$939,748$939,748 ▲New Holding7,3550.8%ETFPFEPfizer$864,463$425 ▲0.0%30,5410.7%MedicalDMRCDigimarc$801,363$123,901 ▲18.3%164,1650.6%IndustrialsNLYAnnaly Capital Management$776,261$6,575 ▼-0.8%36,5990.6%FinanceCSCOCisco Systems$754,342$40,537 ▼-5.1%9,6020.6%Computer and TechnologyUSMViShares MSCI USA Min Vol Factor ETF$731,014$49,117 ▲7.2%7,8880.6%ETFAMZNAmazon.com$701,684$32,822 ▲4.9%3,3350.6%Retail/WholesaleCOPConocoPhillips$658,5740.0%5,1080.5%EnergyUBCPUnited Bancorp$656,687$3,802 ▲0.6%43,1750.5%FinanceDLNWisdomTree U.S. LargeCap Dividend Fund$650,727$8,957 ▲1.4%7,2650.5%FinanceARKGARK Genomic Revolution ETF$603,906$35,776 ▲6.3%22,1130.5%ETFEL PASO ENERGY CAP TR I$579,214$579,214 ▲New Holding17,4910.5%PFD CV TR SEC 28SPEMSPDR Portfolio Emerging Markets ETF$571,275$14,124 ▼-2.4%12,1340.5%ETFLEADSiren DIVCON Leaders Dividend ETF$519,8750.0%6,7150.4%ETFSPIPSPDR Portfolio TIPS ETF$491,919$17,871 ▲3.8%18,9930.4%ETFJNJJohnson & Johnson$485,395$5,922 ▲1.2%1,9670.4%MedicalTSLATesla$477,482$18,423 ▲4.0%1,2700.4%Auto/Tires/TrucksGE VERNOVA INC$469,877$469,877 ▲New Holding5240.4%COMBNDVanguard Total Bond Market ETF$452,774$21,365 ▼-4.5%6,1670.4%ETFGEGE Aerospace$430,516$151,262 ▲54.2%1,4800.3%AerospaceMRKMerck & Co., Inc.$427,363$13,161 ▲3.2%3,5070.3%MedicalAVGOBroadcom$403,997$2,836 ▼-0.7%1,2820.3%Computer and TechnologyTSMTaiwan Semiconductor Manufacturing$402,8240.0%1,1660.3%Computer and TechnologyRCATRed Cat$392,580$36,284 ▲10.2%30,2950.3%Business ServicesBMYBristol Myers Squibb$388,131$14,762 ▲4.0%6,2840.3%MedicalICFiShares Select U.S. REIT ETF$387,938$16,138 ▲4.3%6,2500.3%ETFPSXPhillips 66$378,9140.0%2,1100.3%EnergyVWOVanguard FTSE Emerging Markets ETF$374,853$14,942 ▼-3.8%6,8990.3%ETFAMGNAmgen$370,244$2,837 ▲0.8%1,0440.3%MedicalABBVAbbVie$366,0470.0%1,6640.3%MedicalSPTMSPDR Portfolio S&P 1500 Composite Stock Market ETF$364,717$25,886 ▼-6.6%4,5790.3%ETFHPSJohn Hancock Preferred Income Fund III$364,686$367 ▲0.1%25,8090.3%Financial ServicesWALMART INC$360,948$618 ▲0.2%2,9210.3%COMMPCMarathon Petroleum$353,403$353,403 ▲New Holding1,4680.3%EnergyEXGEaton Vance Tax-Managed Global Diversified Equity Income Fund$345,887$1,994 ▲0.6%39,3720.3%Financial ServicesSPYSPDR S&P 500 ETF Trust$322,2920.0%4920.3%FinanceANGLVanEck Fallen Angel High Yield Bond ETF$316,938$8,586 ▼-2.6%11,0740.3%ManufacturingPAASPan American Silver$315,688$83,076 ▲35.7%5,7000.3%Basic MaterialsKOCocaCola$308,987$11,969 ▲4.0%4,0790.2%Consumer StaplesSPYGSPDR Portfolio S&P 500 Growth ETF$302,512$891 ▲0.3%3,0540.2%ETFSNDXSyndax Pharmaceuticals$302,375$249,157 ▼-45.2%12,5000.2%MedicalJNKSPDR Bloomberg High Yield Bond ETF$298,715$28,803 ▼-8.8%3,1320.2%FinanceVRTVertiv$296,003$296,003 ▲New Holding1,1300.2%Computer and TechnologyEVGEaton Vance Short Duration Diversified Income Fund$295,377$4,823 ▼-1.6%27,6830.2%Financial ServicesQUALiShares MSCI USA Quality Factor ETF$295,225$19,258 ▼-6.1%1,5330.2%ETFPKPark Hotels & Resorts$289,156$21,736 ▼-7.0%27,6700.2%FinancePTLCPacer Trendpilot US Large Cap ETF$286,9970.0%5,4500.2%ETFSMSM Energy$281,364$281,364 ▲New Holding9,2000.2%EnergyKEYKeyCorp$279,319$3,353 ▼-1.2%13,7460.2%FinanceAQNAlgonquin Power & Utilities$271,115$100,880 ▲59.3%43,0000.2%UtilitiesQCOMQualcomm$268,276$268,276 ▲New Holding2,0670.2%Computer and TechnologyBWXSPDR Bloomberg International Treasury Bond ETF$267,708$12,106 ▼-4.3%12,1630.2%FinanceXLEEnergy Select Sector SPDR Fund$266,236$266,236 ▲New Holding4,4190.2%ETFHDHome Depot$265,700$12,137 ▲4.8%8100.2%Retail/WholesaleXLUUtilities Select Sector SPDR Fund$262,142$30,077 ▼-10.3%5,7000.2%ETFCHRDChord Energy$261,160$261,160 ▲New Holding1,8580.2%EnergyNVSNovartis$260,925$1,242 ▼-0.5%1,6810.2%MedicalPDPInvesco Dorsey Wright Momentum ETF$259,2970.0%2,1150.2%ETFMOAltria Group$238,954$238,954 ▲New Holding3,6790.2%Consumer StaplesGOOGLAlphabet$236,684$29,770 ▲14.4%8030.2%Computer and TechnologyVZVerizon Communications$230,012$230,012 ▲New Holding4,6090.2%Computer and TechnologyOPPRiverNorth/DoubleLine Strategic Opportunity Fund$229,137$95,825 ▲71.9%29,8160.2%Financial ServicesDVYiShares Select Dividend ETF$226,7820.0%1,5000.2%ETFEZMWisdomTree U.S. MidCap Fund$225,0830.0%3,3400.2%FinanceGOOGAlphabet$221,848$15,553 ▲7.5%7560.2%Computer and TechnologyPALANTIR TECHNOLOGIES INC$220,824$26,793 ▼-10.8%1,5000.2%CL AShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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