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CIK: 0002054476
Total reported value
$144.6M
$144.6M
100 檔
22.9%
In Q2 2025, Post Resch Tallon Group Inc.'s U.S. equity holdings reached a combined market value of $144.6M, distributed across 100 disclosed stock positions.
In Q2 2025, Post Resch Tallon Group Inc. adopted a defensive or profit-taking posture, trimming 21 positions and completely liquidating 8 holdings to manage risk exposure.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 10.58% | -0.32% | -0.28% | |
| 2 | IWV | Ishares Russell 3000 ETF | ETF-Other | 8.02% | -0.28% | -0.13% | |
| 3 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 5.29% | +0.61% | -0.26% | |
| 4 | BNL | Broadstone Net Lease Inc | Stock-Real Estate | 4.59% | -0.06% | +0.58% | |
| 5 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 3.41% | -0.08% | -0.78% | |
| 6 | EXEL | Exelixis Inc | Stock-Healthcare | 3.09% | -0.09% | -5.31% | |
| 7 | COWZ | Pacer US Cash Cows 100 ETF | ETF-Other | 2.94% | -0.39% | -1.15% | |
| 8 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 2.90% | +0.02% | -0.27% | |
| 9 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 2.89% | -0.61% | +1.01% | |
| 10 | SPMD | Ss Spdr P S&p 400 Midcap ETF | ETF-Other | 2.47% | -0.09% | +0.40% | |
| 11 | VEU | Vanguard Ftse All-world Ex-u | ETF-Other | 2.38% | -0.14% | -3.55% | |
| 12 | TMUS | T-mobile US Inc | Stock-Comm Services | 2.24% | -0.50% | — | |
| 13 | IWP | Ishares Russell Mid-cap Grow | ETF-Other | 2.17% | -0.05% | +0.04% | |
| 14 | ARKK | Ark Innovation ETF | ETF-Other | 2.16% | +0.04% | -2.45% | |
| 15 | IWY | Ishares Russell Top 200 Grow | ETF-Other | 1.95% | -0.05% | -1.50% | |
| 16 | USRT | Ishares Core US Reit ETF | ETF-Other | 1.92% | -0.11% | +1.11% | |
| 17 | DGRO | Ishares Core Dividend Growth | ETF-Other | 1.87% | -0.10% | +3.48% | |
| 18 | PFF | Ishares Preferred & Income S | ETF-Other | 1.82% | -0.28% | +1.32% | |
| 19 | DMRC | Digimarc Corporation | Stock-Other | 1.62% | -0.65% | EXIT | |
| 20 | JEPI | Jpmorgan Equity Premium Inco | ETF-Other | 1.57% | -0.09% | -4.40% | |
| 21 | MSFT | Microsoft CORP | Stock-Tech | 1.54% | -0.03% | +0.03% | |
| 22 | ASUR | Asure Software Inc | Stock-Other | 1.33% | -0.20% | — | |
| 23 | IBM | Intl Business Machines CORP | Stock-Tech | 1.12% | +0.02% | -3.66% | |
| 24 | AAPL | Apple Inc | Stock-Tech | 1.11% | -0.02% | -25.99% | |
| 25 | CDXS | Codexis Inc | Stock-Other | 1.10% | +0.09% | -0.27% | |
| 26 | NVDA | Nvidia CORP | Stock-Tech | 1.06% | -0.01% | -7.78% | |
| 27 | OHI | Omega Healthcare Investors | Stock-Real Estate | 1.05% | +0.02% | -3.36% | |
| 28 | FBND | Fidelity Total Bond ETF | ETF-Other | 1.00% | -0.13% | +2.40% | |
| 29 | KYN | Kayne Anderson Energy Infra | Stock-Other | 0.93% | -0.10% | +4.04% | |
| 30 | VB | Vanguard Small-cap ETF | ETF-Other | 0.84% | +0.04% | +4.96% | |
| 31 | COWG | Pacer US Lrg Cap Cows Gr Ld | ETF-Other | 0.82% | — | — | |
| 32 | PAYX | Paychex Inc | Stock-Tech | 0.77% | -0.08% | -26.76% | |
| 33 | XOM | Exxon Mobil CORP | Stock-Energy | 0.75% | -0.36% | -0.33% | |
| 34 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.74% | — | -0.57% | |
| 35 | CSCO | Cisco Systems Inc | Stock-Tech | 0.70% | +0.17% | +3.74% | |
| 36 | GLD | Spdr Gold Shares | ETF-Commodities | 0.66% | -0.22% | +3.44% | |
| 37 | NLY | Annaly Capital Management In | Stock-Real Estate | 0.66% | +0.01% | — | |
| 38 | UBCP | United Bancorp Inc/ohio | Stock-Other | 0.63% | +0.08% | — | |
| 39 | USMV | Ishares Msci USA Min Vol Fac | ETF-Other | 0.61% | -0.05% | — | |
| 40 | DLN | Wisdomtree US Largecap Divid | ETF-Other | 0.59% | -0.06% | -2.61% | |
| 41 | KMI 4.75 03-31-28Bond | El Paso Energy Cap Trst | Bond | 0.56% | -0.47% | EXIT | |
| 42 | ARKG | Ark Genomic Revolution ETF | ETF-Other | 0.54% | +0.14% | -13.22% | |
| 43 | SPEM | State Street Sp Ptf Em ETF | ETF-Other | 0.52% | -0.03% | -0.96% | |
| 44 | LEAD | Siren Divcon Leaders Dividen | ETF-Other | 0.47% | — | — | |
| 45 | SPIP | Ss Spdr P Tips ETF | ETF-Other | 0.45% | -0.06% | -0.42% | |
| 46 | COP | Conocophillips | Stock-Energy | 0.44% | -0.16% | — | |
| 47 | BND | Vanguard Total Bond Market | ETF-Other | 0.43% | +0.05% | +0.15% | |
| 48 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 0.40% | -0.02% | -4.70% | |
| 49 | PLTR | Palantir Technologies Inc-a | Stock-Tech | 0.40% | -0.18% | EXIT | |
| 50 | PFE | Pfizer Inc | Stock-Healthcare | 0.38% | -0.19% | -3.80% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | COWG | Pacer US Lrg Cap Cows Gr Ld | +0.8% | NEW | New buy |
| 2 | ARKK | Ark Innovation ETF | +0.6% | -2.45% | Trim |
| 3 | QQQ | Invesco Qqq Trust Series 1 | +0.5% | -0.26% | Trim |
| 4 | IVV | Ishares Core S&p 500 ETF | +0.5% | -0.28% | Trim |
| 5 | IWV | Ishares Russell 3000 ETF | +0.4% | -0.13% | Trim |
| 6 | MSFT | Microsoft CORP | +0.3% | +0.03% | Add |
| 7 | EXEL | Exelixis Inc | +0.3% | -5.31% | Trim |
| 8 | IWP | Ishares Russell Mid-cap Grow | +0.2% | +0.04% | Add |
| 9 | NVDA | Nvidia CORP | +0.2% | -7.78% | Trim |
| 10 | CRWD | Crowdstrike Holdings Inc - A | +0.2% | NEW | New buy |
| 11 | GE | General Electric | +0.2% | NEW | New buy |
| 12 | DIS | Walt Disney Co/the | +0.2% | NEW | New buy |
| 13 | TSM | Taiwan Semiconductor-sp Adr | +0.2% | NEW | New buy |
| 14 | IVW | Ishares S&p 500 Growth ETF | +0.2% | NEW | New buy |
| 15 | NVS | Novartis Ag-sponsored Adr | +0.2% | NEW | New buy |
| 16 | IWY | Ishares Russell Top 200 Grow | +0.2% | -1.50% | Trim |
| 17 | RCAT | Red Cat Holdings Inc | +0.2% | NEW | New buy |
| 18 | PLTR | Palantir Technologies Inc-a | +0.1% | -10.64% | Trim |
| 19 | AVGO | Broadcom Inc | +0.1% | -8.53% | Trim |
| 20 | IBM | Intl Business Machines CORP | +0.1% | -3.66% | Trim |
| 21 | XEXGX | Eaton Vance Tax-managed Glob | +0.1% | +27.74% | Add |
| 22 | CSCO | Cisco Systems Inc | +0.1% | +3.74% | Add |
| 23 | AMZN | Amazon.com Inc | +0.1% | -0.57% | Trim |
| 24 | VB | Vanguard Small-cap ETF | +0.1% | +4.96% | Add |
| 25 | DGRO | Ishares Core Dividend Growth | 0% | +3.48% | Add |
| 26 | VEU | Vanguard Ftse All-world Ex-u | 0% | -3.55% | Trim |
| 27 | SPMD | Ss Spdr P S&p 400 Midcap ETF | 0% | +0.40% | Add |
| 28 | UBCP | United Bancorp Inc/ohio | 0% | — | Unchanged |
| 29 | GLD | Spdr Gold Shares | 0% | +3.44% | Add |
| 30 | VIG | Vanguard Dividend Apprec ETF | 0% | -0.78% | Trim |
| 31 | IJR | Ishares Core S&p Small-cap E | 0% | -0.27% | Trim |
| 32 | HFRO | Highland Opport & Income | -0.1% | EXIT | Sold out |
| 33 | SPYG | Ss Spdr P S&p 500 Growth ETF | -0.1% | -38.12% | Trim |
| 34 | COP | Conocophillips | -0.1% | — | Unchanged |
| 35 | KMI 4.75 03-31-28Bond | El Paso Energy Cap Trst | -0.1% | -16.42% | Trim |
| 36 | XOM | Exxon Mobil CORP | -0.1% | -0.33% | Trim |
| 37 | OHI | Omega Healthcare Investors | -0.1% | -3.36% | Trim |
| 38 | JEPI | Jpmorgan Equity Premium Inco | -0.2% | -4.40% | Trim |
| 39 | DVY | Ishares Select Dividend ETF | -0.2% | EXIT | Sold out |
| 40 | SHOP | Shopify Inc - Class A | -0.2% | EXIT | Sold out |
| 41 | BMY | Bristol-myers Squibb Co | -0.2% | EXIT | Sold out |
| 42 | QCOM | Qualcomm Inc | -0.2% | EXIT | Sold out |
| 43 | FTCS | First Trust Capital Strength | -0.2% | EXIT | Sold out |
| 44 | PEP | Pepsico Inc | -0.2% | EXIT | Sold out |
| 45 | CIBR | First Trust Nasdaq Cybersecu | -0.3% | EXIT | Sold out |
| 46 | PAYX | Paychex Inc | -0.4% | -26.76% | Trim |
| 47 | TMUS | T-mobile US Inc | -0.4% | — | Unchanged |
| 48 | BRK-B | Berkshire Hathaway Inc-cl B | -0.4% | +1.01% | Add |
| 49 | BNL | Broadstone Net Lease Inc | -0.5% | +0.58% | Add |
| 50 | AAPL | Apple Inc | -0.6% | -25.99% | Trim |
According to official SEC Form 13F filings, Post Resch Tallon Group Inc. reported a total U.S. public equity portfolio value of $144.6M across 100 disclosed positions in Q2 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including IVV, IWV, QQQ) accounted for 22.9% of total reported equity market value during Q2 2025.
Top New Position Initiated
COWG
市值: $851.1K
Top Position Liquidated / Trimmed
CIBR
前期市值: $248.6K
During Q2 2025, Post Resch Tallon Group Inc.'s top holdings by market value included IVV (10.6%)、IWV (8.0%)、QQQ (5.3%). The largest single position, IVV, represented 10.6% of total portfolio value.
In Q2 2025, Post Resch Tallon Group Inc. made 47 total portfolio adjustments, initiating 8 new buys, adding to 10 positions, trimming 21 holdings, and fully liquidating 8 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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