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CIK: 0002054476
Total reported value
$144.6M
$144.6M
109 檔
26.8%
As reported in its official Q4 2025 Form 13F filing, Post Resch Tallon Group Inc.'s tracked investment portfolio stood at $144.6M with 109 total positions.
Post Resch Tallon Group Inc. executed strategic sector rebalancing during Q4 2025, establishing 9 new positions while fully exiting 9 holdings and trimming 12 positions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 11.33% | -0.32% | +10.56% | |
| 2 | IWV | Ishares Russell 3000 ETF | ETF-Other | 8.81% | -0.28% | +12.50% | |
| 3 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 5.60% | +0.61% | +8.79% | |
| 4 | BNL | Broadstone Net Lease Inc | Stock-Real Estate | 3.71% | -0.06% | -15.69% | |
| 5 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 3.30% | +0.02% | +16.71% | |
| 6 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 3.17% | -0.08% | -0.94% | |
| 7 | COWZ | Pacer US Cash Cows 100 ETF | ETF-Other | 3.05% | -0.39% | +4.67% | |
| 8 | SPMD | Ss Spdr P S&p 400 Midcap ETF | ETF-Other | 2.80% | -0.09% | +21.75% | |
| 9 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 2.62% | -0.61% | -1.07% | |
| 10 | USRT | Ishares Core US Reit ETF | ETF-Other | 2.31% | -0.11% | +32.25% | |
| 11 | VEU | Vanguard Ftse All-world Ex-u | ETF-Other | 2.23% | -0.14% | -0.95% | |
| 12 | PFF | Ishares Preferred & Income S | ETF-Other | 2.22% | -0.28% | +33.58% | |
| 13 | IWP | Ishares Russell Mid-cap Grow | ETF-Other | 1.97% | -0.05% | +2.50% | |
| 14 | IWY | Ishares Russell Top 200 Grow | ETF-Other | 1.95% | -0.05% | +0.14% | |
| 15 | EXEL | Exelixis Inc | Stock-Healthcare | 1.93% | -0.09% | -27.46% | |
| 16 | ARKK | Ark Innovation ETF | ETF-Other | 1.92% | +0.04% | -2.70% | |
| 17 | DGRO | Ishares Core Dividend Growth | ETF-Other | 1.78% | -0.10% | -0.41% | |
| 18 | TMUS | T-mobile US Inc | Stock-Comm Services | 1.67% | -0.50% | — | |
| 19 | MSFT | Microsoft CORP | Stock-Tech | 1.47% | -0.03% | +9.80% | |
| 20 | JEPI | Jpmorgan Equity Premium Inco | ETF-Other | 1.41% | -0.09% | +1.35% | |
| 21 | NVDA | Nvidia CORP | Stock-Tech | 1.27% | -0.01% | +7.24% | |
| 22 | AAPL | Apple Inc | Stock-Tech | 1.26% | -0.02% | -2.94% | |
| 23 | COWG | Pacer US Lrg Cap Cows Gr Ld | ETF-Other | 1.23% | — | +7.96% | |
| 24 | IBM | Intl Business Machines CORP | Stock-Tech | 1.20% | +0.02% | +21.76% | |
| 25 | ASUR | Asure Software Inc | Stock-Other | 1.10% | -0.20% | -2.11% | |
| 26 | OHI | Omega Healthcare Investors | Stock-Real Estate | 1.00% | +0.02% | -3.51% | |
| 27 | PAYX | Paychex Inc | Stock-Tech | 0.97% | -0.08% | +86.48% | |
| 28 | XOM | Exxon Mobil CORP | Stock-Energy | 0.88% | -0.36% | +16.16% | |
| 29 | FBND | Fidelity Total Bond ETF | ETF-Other | 0.88% | -0.13% | -0.49% | |
| 30 | VB | Vanguard Small-cap ETF | ETF-Other | 0.84% | +0.04% | +0.26% | |
| 31 | KYN | Kayne Anderson Energy Infra | Stock-Other | 0.79% | -0.10% | +0.24% | |
| 32 | DMRC | Digimarc Corporation | Stock-Other | 0.77% | -0.65% | EXIT | |
| 33 | GLD | Spdr Gold Shares | ETF-Commodities | 0.73% | -0.22% | -3.77% | |
| 34 | CDXS | Codexis Inc | Stock-Other | 0.70% | +0.09% | -8.61% | |
| 35 | NLY | Annaly Capital Management In | Stock-Real Estate | 0.70% | +0.01% | — | |
| 36 | CSCO | Cisco Systems Inc | Stock-Tech | 0.66% | +0.17% | -1.18% | |
| 37 | PFE | Pfizer Inc | Stock-Healthcare | 0.64% | -0.19% | +85.44% | |
| 38 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.62% | — | -7.72% | |
| 39 | USMV | Ishares Msci USA Min Vol Fac | ETF-Other | 0.59% | -0.05% | +1.38% | |
| 40 | DLN | Wisdomtree US Largecap Divid | ETF-Other | 0.53% | -0.06% | -0.83% | |
| 41 | UBCP | United Bancorp Inc/ohio | Stock-Other | 0.52% | +0.08% | -5.50% | |
| 42 | GLW | Corning Inc | Stock-Tech | 0.51% | +0.56% | +23.06% | |
| 43 | ARKG | Ark Genomic Revolution ETF | ETF-Other | 0.51% | +0.14% | -3.68% | |
| 44 | SPEM | State Street Sp Ptf Em ETF | ETF-Other | 0.49% | -0.03% | +0.02% | |
| 45 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.46% | -0.01% | +0.99% | |
| 46 | LEAD | Siren Divcon Leaders Dividen | ETF-Other | 0.43% | — | -0.74% | |
| 47 | KMI | Kinder Morgan, Inc. | Stock-Energy | 0.41% | +0.39% | NEW | |
| 48 | SNDX | Syndax Pharmaceuticals Inc | Stock-Other | 0.40% | -0.05% | -11.63% | |
| 49 | BND | Vanguard Total Bond Market | ETF-Other | 0.40% | +0.05% | +2.57% | |
| 50 | COP | Conocophillips | Stock-Energy | 0.40% | -0.16% | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | IVV | Ishares Core S&p 500 ETF | +0.8% | +10.56% | Add |
| 2 | IWV | Ishares Russell 3000 ETF | +0.8% | +12.50% | Add |
| 3 | PFF | Ishares Preferred & Income S | +0.4% | +33.58% | Add |
| 4 | USRT | Ishares Core US Reit ETF | +0.4% | +32.25% | Add |
| 5 | SPMD | Ss Spdr P S&p 400 Midcap ETF | +0.4% | +21.75% | Add |
| 6 | IJR | Ishares Core S&p Small-cap E | +0.4% | +16.71% | Add |
| 7 | PAYX | Paychex Inc | +0.4% | +86.48% | Add |
| 8 | QQQ | Invesco Qqq Trust Series 1 | +0.3% | +8.79% | Add |
| 9 | PFE | Pfizer Inc | +0.3% | +85.44% | Add |
| 10 | IBM | Intl Business Machines CORP | +0.2% | +21.76% | Add |
| 11 | XOM | Exxon Mobil CORP | +0.1% | +16.16% | Add |
| 12 | COWZ | Pacer US Cash Cows 100 ETF | +0.1% | +4.67% | Add |
| 13 | GLW | Corning Inc | +0.1% | +23.06% | Add |
| 14 | ASUR | Asure Software Inc | +0.1% | -2.11% | Trim |
| 15 | PTLC | Pacer Trendpilot US Large Ca | +0.1% | +31.33% | Add |
| 16 | SNDX | Syndax Pharmaceuticals Inc | +0.1% | -11.63% | Trim |
| 17 | MRK | Merck & Co. Inc. | +0.1% | -0.38% | Trim |
| 18 | BMY | Bristol-myers Squibb Co | +0.1% | +6.69% | Add |
| 19 | NLY | Annaly Capital Management In | 0% | — | Unchanged |
| 20 | CSCO | Cisco Systems Inc | 0% | -1.18% | Trim |
| 21 | AMGN | Amgen Inc | 0% | +4.54% | Add |
| 22 | NVDA | Nvidia CORP | 0% | +7.24% | Add |
| 23 | GLD | Spdr Gold Shares | 0% | -3.77% | Trim |
| 24 | COWG | Pacer US Lrg Cap Cows Gr Ld | — | +7.96% | Add |
| 25 | VWO | Vanguard Ftse Emerging Marke | -0.1% | -15.58% | Trim |
| 26 | RCAT | Red Cat Holdings Inc | -0.1% | -2.14% | Trim |
| 27 | TMUS | T-mobile US Inc | -0.4% | — | Unchanged |
| 28 | ARKK | Ark Innovation ETF | -0.4% | -2.70% | Trim |
| 29 | CDXS | Codexis Inc | -0.5% | -8.61% | Trim |
| 30 | DMRC | Digimarc Corporation | -0.6% | -9.13% | Trim |
| 31 | EXEL | Exelixis Inc | -0.7% | -27.46% | Trim |
| 32 | BNL | Broadstone Net Lease Inc | -1% | -15.69% | Trim |
| 33 | KMI 4.75 03-31-28Bond | El Paso Energy Cap Trst | — | EXIT | Sold out |
| 34 | KMI | Kinder Morgan, Inc. | — | NEW | New buy |
| 35 | PK | Park Hotels & Resorts Inc | — | NEW | New buy |
| 36 | VUG | Vanguard Growth ETF | — | EXIT | Sold out |
| 37 | XLU | St Sr Utl Sl Se Spdr Etf-usd | — | NEW | New buy |
| 38 | XLE | Ss Energy Select Sector | — | EXIT | Sold out |
| 39 | MO | Altria Group Inc | — | EXIT | Sold out |
| 40 | GOOG | Alphabet Inc-cl C | — | NEW | New buy |
| 41 | GOOGL | Alphabet Inc-cl A | — | NEW | New buy |
| 42 | CRWD | Crowdstrike Holdings Inc - A | — | EXIT | Sold out |
| 43 | NEM | Newmont CORP | — | EXIT | Sold out |
| 44 | VOO | Vanguard S&p 500 ETF | — | NEW | New buy |
| 45 | LLY | Eli Lilly & Co | — | NEW | New buy |
| 46 | PAAS | Pan American Silver CORP | — | NEW | New buy |
| 47 | PEP | Pepsico Inc | — | EXIT | Sold out |
| 48 | UTG | Reaves Utility Income Fund | — | EXIT | Sold out |
| 49 | XLK | Ss Technology Select Sector | — | NEW | New buy |
| 50 | MYN | Blackrock Muniyield Ny Qlty | — | EXIT | Sold out |
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 Q4 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 26.8% of total reported equity market value during Q4 2025.
Top New Position Initiated
KMI
市值: $484.5K
Top Position Liquidated / Trimmed
KMI 4.75 03-31-28
前期市值: $530.1K
During Q4 2025, Post Resch Tallon Group Inc.'s top holdings by market value included IVV (11.3%)、IWV (8.8%)、QQQ (5.6%). The largest single position, IVV, represented 11.3% of total portfolio value.
In Q4 2025, Post Resch Tallon Group Inc. made 48 total portfolio adjustments, initiating 9 new buys, adding to 18 positions, trimming 12 holdings, and fully liquidating 9 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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