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CIK: 0002054476
Total reported value
$144.6M
$144.6M
109 檔
24.9%
According to the latest 13F quarterly dataset, Post Resch Tallon Group Inc. managed an equity portfolio of $144.6M at the end of Q3 2025, spanning 109 distinct U.S. exchange-listed positions.
In Q3 2025, Post Resch Tallon Group Inc. displayed an active expansion posture, initiating 13 new positions and adding to 15 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 10.49% | -0.32% | +0.15% | |
| 2 | IWV | Ishares Russell 3000 ETF | ETF-Other | 8.04% | -0.28% | +1.07% | |
| 3 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 5.27% | +0.61% | -0.44% | |
| 4 | BNL | Broadstone Net Lease Inc | Stock-Real Estate | 4.74% | -0.06% | +0.87% | |
| 5 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 3.30% | -0.08% | -0.06% | |
| 6 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 2.93% | +0.02% | +1.25% | |
| 7 | COWZ | Pacer US Cash Cows 100 ETF | ETF-Other | 2.92% | -0.39% | +3.54% | |
| 8 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 2.78% | -0.61% | +1.13% | |
| 9 | EXEL | Exelixis Inc | Stock-Healthcare | 2.63% | -0.09% | -1.21% | |
| 10 | SPMD | Ss Spdr P S&p 400 Midcap ETF | ETF-Other | 2.38% | -0.09% | -0.51% | |
| 11 | ARKK | Ark Innovation ETF | ETF-Other | 2.32% | +0.04% | -4.49% | |
| 12 | VEU | Vanguard Ftse All-world Ex-u | ETF-Other | 2.29% | -0.14% | -1.04% | |
| 13 | IWP | Ishares Russell Mid-cap Grow | ETF-Other | 2.09% | -0.05% | +2.25% | |
| 14 | TMUS | T-mobile US Inc | Stock-Comm Services | 2.06% | -0.50% | — | |
| 15 | IWY | Ishares Russell Top 200 Grow | ETF-Other | 2.02% | -0.05% | +1.46% | |
| 16 | USRT | Ishares Core US Reit ETF | ETF-Other | 1.88% | -0.11% | +2.83% | |
| 17 | DGRO | Ishares Core Dividend Growth | ETF-Other | 1.83% | -0.10% | +0.50% | |
| 18 | PFF | Ishares Preferred & Income S | ETF-Other | 1.78% | -0.28% | +3.12% | |
| 19 | MSFT | Microsoft CORP | Stock-Tech | 1.51% | -0.03% | +1.95% | |
| 20 | JEPI | Jpmorgan Equity Premium Inco | ETF-Other | 1.45% | -0.09% | +0.15% | |
| 21 | DMRC | Digimarc Corporation | Stock-Other | 1.32% | -0.65% | EXIT | |
| 22 | AAPL | Apple Inc | Stock-Tech | 1.28% | -0.02% | +1.03% | |
| 23 | NVDA | Nvidia CORP | Stock-Tech | 1.24% | -0.01% | +7.54% | |
| 24 | COWG | Pacer US Lrg Cap Cows Gr Ld | ETF-Other | 1.23% | — | +57.65% | |
| 25 | CDXS | Codexis Inc | Stock-Other | 1.21% | +0.09% | +19.82% | |
| 26 | OHI | Omega Healthcare Investors | Stock-Real Estate | 1.03% | +0.02% | -7.59% | |
| 27 | ASUR | Asure Software Inc | Stock-Other | 1.03% | -0.20% | — | |
| 28 | IBM | Intl Business Machines CORP | Stock-Tech | 0.99% | +0.02% | — | |
| 29 | FBND | Fidelity Total Bond ETF | ETF-Other | 0.93% | -0.13% | — | |
| 30 | VB | Vanguard Small-cap ETF | ETF-Other | 0.86% | +0.04% | +4.56% | |
| 31 | KYN | Kayne Anderson Energy Infra | Stock-Other | 0.83% | -0.10% | -0.12% | |
| 32 | XOM | Exxon Mobil CORP | Stock-Energy | 0.74% | -0.36% | +2.65% | |
| 33 | GLD | Spdr Gold Shares | ETF-Commodities | 0.71% | -0.22% | — | |
| 34 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.67% | — | -1.01% | |
| 35 | NLY | Annaly Capital Management In | Stock-Real Estate | 0.66% | +0.01% | +1.10% | |
| 36 | CSCO | Cisco Systems Inc | Stock-Tech | 0.62% | +0.17% | -1.90% | |
| 37 | PAYX | Paychex Inc | Stock-Tech | 0.61% | -0.08% | +0.07% | |
| 38 | USMV | Ishares Msci USA Min Vol Fac | ETF-Other | 0.61% | -0.05% | +6.92% | |
| 39 | UBCP | United Bancorp Inc/ohio | Stock-Other | 0.56% | +0.08% | — | |
| 40 | DLN | Wisdomtree US Largecap Divid | ETF-Other | 0.56% | -0.06% | -3.34% | |
| 41 | ARKG | Ark Genomic Revolution ETF | ETF-Other | 0.53% | +0.14% | -5.45% | |
| 42 | SPEM | State Street Sp Ptf Em ETF | ETF-Other | 0.51% | -0.03% | -0.72% | |
| 43 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.48% | -0.01% | +45.49% | |
| 44 | KMI 4.75 03-31-28Bond | El Paso Energy Cap Trst | Bond | 0.47% | -0.47% | EXIT | |
| 45 | LEAD | Siren Divcon Leaders Dividen | ETF-Other | 0.46% | — | — | |
| 46 | COP | Conocophillips | Stock-Energy | 0.43% | -0.16% | — | |
| 47 | SPIP | Ss Spdr P Tips ETF | ETF-Other | 0.43% | -0.06% | +1.67% | |
| 48 | BND | Vanguard Total Bond Market | ETF-Other | 0.41% | +0.05% | +4.48% | |
| 49 | GLW | Corning Inc | Stock-Tech | 0.41% | +0.56% | -2.59% | |
| 50 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 0.41% | -0.02% | +0.01% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | ARKK | Ark Innovation ETF | +0.7% | -4.49% | Trim |
| 2 | QQQ | Invesco Qqq Trust Series 1 | +0.5% | -0.44% | Trim |
| 3 | NVDA | Nvidia CORP | +0.4% | +7.54% | Trim |
| 4 | IVV | Ishares Core S&p 500 ETF | +0.4% | +0.15% | Trim |
| 5 | IWV | Ishares Russell 3000 ETF | +0.4% | +1.07% | Add |
| 6 | MSFT | Microsoft CORP | +0.3% | +1.95% | Add |
| 7 | TSLA | Tesla Inc | +0.2% | +45.49% | Add |
| 8 | IWY | Ishares Russell Top 200 Grow | +0.2% | +1.46% | Trim |
| 9 | IWP | Ishares Russell Mid-cap Grow | +0.2% | +2.25% | Add |
| 10 | AVGO | Broadcom Inc | +0.1% | -1.64% | Trim |
| 11 | GLW | Corning Inc | +0.1% | -2.59% | Trim |
| 12 | VB | Vanguard Small-cap ETF | +0.1% | +4.56% | Add |
| 13 | GLD | Spdr Gold Shares | +0.1% | — | Add |
| 14 | CDXS | Codexis Inc | 0% | +19.82% | Add |
| 15 | IJR | Ishares Core S&p Small-cap E | — | +1.25% | Add |
| 16 | DGRO | Ishares Core Dividend Growth | — | +0.50% | Add |
| 17 | IBM | Intl Business Machines CORP | 0% | — | Trim |
| 18 | VEU | Vanguard Ftse All-world Ex-u | -0.1% | -1.04% | Trim |
| 19 | SPMD | Ss Spdr P S&p 400 Midcap ETF | -0.1% | -0.51% | Trim |
| 20 | PFF | Ishares Preferred & Income S | -0.1% | +3.12% | Add |
| 21 | VIG | Vanguard Dividend Apprec ETF | -0.1% | -0.06% | Trim |
| 22 | USRT | Ishares Core US Reit ETF | -0.2% | +2.83% | Add |
| 23 | COWZ | Pacer US Cash Cows 100 ETF | -0.2% | +3.54% | Add |
| 24 | EXEL | Exelixis Inc | -0.2% | -1.21% | Trim |
| 25 | KMI 4.75 03-31-28Bond | El Paso Energy Cap Trst | -0.2% | -5.07% | Trim |
| 26 | DMRC | Digimarc Corporation | -0.3% | +20.34% | Add |
| 27 | ASUR | Asure Software Inc | -0.3% | — | Unchanged |
| 28 | BNL | Broadstone Net Lease Inc | -0.4% | +0.87% | Add |
| 29 | AAPL | Apple Inc | -0.4% | +1.03% | Trim |
| 30 | BRK-B | Berkshire Hathaway Inc-cl B | -0.5% | +1.13% | Add |
| 31 | PAYX | Paychex Inc | -0.6% | +0.07% | Trim |
| 32 | TMUS | T-mobile US Inc | -0.6% | — | Unchanged |
| 33 | COWG | Pacer US Lrg Cap Cows Gr Ld | — | NEW | New buy |
| 34 | SNDX | Syndax Pharmaceuticals Inc | — | NEW | New buy |
| 35 | TSM | Taiwan Semiconductor-sp Adr | — | NEW | New buy |
| 36 | RCAT | Red Cat Holdings Inc | — | NEW | New buy |
| 37 | GE | General Electric | — | NEW | New buy |
| 38 | DIVS | Guinness Atkinson Dvd Bl-usd | — | EXIT | Sold out |
| 39 | CIBR | First Trust Nasdaq Cybersecu | — | EXIT | Sold out |
| 40 | PTLC | Pacer Trendpilot US Large Ca | — | NEW | New buy |
| 41 | IVW | Ishares S&p 500 Growth ETF | — | NEW | New buy |
| 42 | FTCS | First Trust Capital Strength | — | EXIT | Sold out |
| 43 | MO | Altria Group Inc | — | NEW | New buy |
| 44 | CRWD | Crowdstrike Holdings Inc - A | — | NEW | New buy |
| 45 | NEM | Newmont CORP | — | NEW | New buy |
| 46 | NVS | Novartis Ag-sponsored Adr | — | NEW | New buy |
| 47 | VBR | Vanguard Small-cap Value ETF | — | NEW | New buy |
| 48 | SHOP | Shopify Inc - Class A | — | EXIT | Sold out |
| 49 | QCOM | Qualcomm Inc | — | EXIT | Sold out |
| 50 | UTG | Reaves Utility Income Fund | — | NEW | New buy |
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 109 disclosed positions in Q3 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 24.9% of total reported equity market value during Q3 2025.
Top New Position Initiated
COWG
市值: $1.4M
Top Position Liquidated / Trimmed
DIVS
前期市值: $255.7K
During Q3 2025, Post Resch Tallon Group Inc.'s top holdings by market value included IVV (10.5%)、IWV (8.0%)、QQQ (5.3%). The largest single position, IVV, represented 10.5% of total portfolio value.
In Q3 2025, Post Resch Tallon Group Inc. made 48 total portfolio adjustments, initiating 13 new buys, adding to 15 positions, trimming 15 holdings, and fully liquidating 5 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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