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CIK: 0002054476
Total reported value
$145.7M
$145.7M
138 檔
31.2%
The Q2 2026 SEC filing reveals that Post Resch Tallon Group Inc. held a total portfolio value of $145.7M, covering 138 public equity positions.
In Q2 2026, Post Resch Tallon Group Inc. displayed an active expansion posture, initiating 25 new positions and adding to 46 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 | 10.36% | +0.75% | -0.37% | |
| 2 | IWV | Ishares Russell 3000 ETF | ETF-Other | 8.19% | +0.21% | -1.14% | |
| 3 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 5.82% | +0.70% | +3.36% | |
| 4 | BNL | Broadstone Net Lease Inc | Stock-Real Estate | 3.62% | -1.02% | +1.36% | |
| 5 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 3.47% | -0.18% | -0.91% | |
| 6 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 2.90% | +0.38% | +3.65% | |
| 7 | SPMD | Ss Spdr P S&p 400 Midcap ETF | ETF-Other | 2.83% | -0.05% | -0.05% | |
| 8 | COWZ | Pacer US Cash Cows 100 ETF | ETF-Other | 2.74% | +0.26% | +2.94% | |
| 9 | USRT | Ishares Core US Reit ETF | ETF-Other | 2.42% | -0.05% | -0.13% | |
| 10 | PFF | Ishares Preferred & Income S | ETF-Other | 2.01% | +0.01% | +1.78% | |
| 11 | VEU | Vanguard Ftse All-world Ex-u | ETF-Other | 1.95% | -0.06% | -1.09% | |
| 12 | EXEL | Exelixis Inc | Stock-Healthcare | 1.90% | -1.56% | -11.27% | |
| 13 | IWP | Ishares Russell Mid-cap Grow | ETF-Other | 1.74% | -0.05% | +0.31% | |
| 14 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.73% | -0.01% | -17.20% | |
| 15 | ARKK | Ark Innovation ETF | ETF-Other | 1.70% | +0.18% | +1.83% | |
| 16 | DGRO | Ishares Core Dividend Growth | ETF-Other | 1.64% | +0.10% | +2.29% | |
| 17 | PWB | Invesco Large Cap Growth ETF | ETF-Large Cap & Growth | 1.59% | +0.25% | +85.03% | |
| 18 | GLW | Corning Inc | Stock-Tech | 1.58% | -0.73% | -1.60% | |
| 19 | IWY | Ishares Russell Top 200 Grow | ETF-Other | 1.53% | +0.08% | -2.31% | |
| 20 | MSFT | Microsoft CORP | Stock-Tech | 1.24% | +0.46% | +13.64% | |
| 21 | AAPL | Apple Inc | Stock-Tech | 1.21% | +0.20% | +0.47% | |
| 22 | NVDA | Nvidia CORP | Stock-Tech | 1.19% | +0.18% | +2.70% | |
| 23 | JEPI | Jpmorgan Equity Premium Inco | ETF-Other | 1.19% | -0.02% | +8.49% | |
| 24 | COWG | Pacer US Lrg Cap Cows Gr Ld | ETF-Other | 1.15% | -0.02% | -0.95% | |
| 25 | TMUS | T-mobile US Inc | Stock-Comm Services | 1.13% | -0.04% | — | |
| 26 | IBM | Intl Business Machines CORP | Stock-Tech | 1.00% | -0.22% | +2.60% | |
| 27 | OHI | Omega Healthcare Investors | Stock-Real Estate | 0.95% | -0.04% | +9.26% | |
| 28 | VB | Vanguard Small-cap ETF | ETF-Other | 0.90% | -0.03% | +5.95% | |
| 29 | CDXS | Codexis Inc | Stock-Other | 0.88% | -0.33% | -1.40% | |
| 30 | XOM | Exxon Mobil CORP | Stock-Energy | 0.86% | -0.86% | EXIT | |
| 31 | CSCO | Cisco Systems Inc | Stock-Tech | 0.78% | -0.09% | -0.41% | |
| 32 | ASUR | Asure Software Inc | Stock-Other | 0.76% | -0.04% | — | |
| 33 | KYN | Kayne Anderson Energy Infra | Stock-Other | 0.75% | -0.02% | +5.58% | |
| 34 | PAYX | Paychex Inc | Stock-Tech | 0.72% | -0.01% | -2.64% | |
| 35 | FBND | Fidelity Total Bond ETF | ETF-Other | 0.71% | -0.04% | -1.10% | |
| 36 | NLY | Annaly Capital Management In | Stock-Real Estate | 0.64% | -0.11% | +12.50% | |
| 37 | ARKG | Ark Genomic Revolution ETF | ETF-Other | 0.63% | +0.15% | -1.45% | |
| 38 | GLD | Spdr Gold Shares | ETF-Commodities | 0.63% | +0.04% | +2.06% | |
| 39 | UBCP | United Bancorp Inc/ohio | Stock-Other | 0.61% | -0.06% | +28.95% | |
| 40 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.57% | — | +3.75% | |
| 41 | USMV | Ishares Msci USA Min Vol Fac | ETF-Other | 0.54% | -0.01% | +1.90% | |
| 42 | PFE | Pfizer Inc | Stock-Healthcare | 0.51% | +0.12% | +0.00% | |
| 43 | DLN | Wisdomtree US Largecap Divid | ETF-Other | 0.47% | — | -2.48% | |
| 44 | SPEM | State Street Sp Ptf Em ETF | ETF-Other | 0.43% | -0.01% | +0.02% | |
| 45 | GEV | GE Vernova Inc | Stock-Industrials | 0.42% | -0.14% | -0.57% | |
| 46 | BND | Vanguard Total Bond Market | ETF-Other | 0.42% | +0.05% | +34.36% | |
| 47 | LEAD | Siren Divcon Leaders Dividen | ETF-Other | 0.42% | -0.42% | EXIT | |
| 48 | KMI | Kinder Morgan, Inc. | Stock-Energy | 0.39% | -0.05% | — | |
| 49 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.38% | -0.05% | +3.39% | |
| 50 | GE | General Electric | Stock-Industrials | 0.38% | -0.10% | -0.81% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | PWB | Invesco Large Cap Growth ETF | +0.8% | +85.03% | Add |
| 2 | QQQ | Invesco Qqq Trust Series 1 | +0.6% | +3.36% | Add |
| 3 | GLW | Corning Inc | +0.6% | -1.60% | Trim |
| 4 | KMI | Kinder Morgan, Inc. | +0.4% | NEW | New buy |
| 5 | TPL | Texas Pacific Land CORP | +0.4% | NEW | New buy |
| 6 | INTC | Intel CORP | +0.3% | NEW | New buy |
| 7 | MU | Micron Technology Inc | +0.2% | NEW | New buy |
| 8 | AMD | Advanced Micro Devices | +0.2% | NEW | New buy |
| 9 | VOO | Vanguard S&p 500 ETF | +0.2% | NEW | New buy |
| 10 | CRWD | Crowdstrike Holdings Inc - A | +0.2% | NEW | New buy |
| 11 | RMNY | Rockefeller Ny Muni Bnd ETF | +0.2% | NEW | New buy |
| 12 | XLK | Ss Technology Select Sector | +0.2% | NEW | New buy |
| 13 | CVS | Cvs Health CORP | +0.2% | NEW | New buy |
| 14 | ADX | Adams Diversified Equity | +0.2% | NEW | New buy |
| 15 | VOLT | Tema Electrification | +0.2% | NEW | New buy |
| 16 | CSCO | Cisco Systems Inc | +0.2% | -0.41% | Trim |
| 17 | CPNG | Coupang Inc | +0.2% | NEW | New buy |
| 18 | ARKQ | Ark Autonomous Tech & Robot | +0.2% | NEW | New buy |
| 19 | DIS | Walt Disney Co/the | +0.2% | NEW | New buy |
| 20 | PBT | Permian Basin Royalty Trust | +0.2% | NEW | New buy |
| 21 | LLY | Eli Lilly & Co | +0.2% | NEW | New buy |
| 22 | ARKG | Ark Genomic Revolution ETF | +0.1% | -1.45% | Trim |
| 23 | ESGV | Vanguard Esg US Stock ETF | +0.1% | NEW | New buy |
| 24 | UTG | Reaves Utility Income Fund | +0.1% | NEW | New buy |
| 25 | CALF | Pcr US Sm Cp Csh Cws Etf-usd | +0.1% | NEW | New buy |
| 26 | NWPX | Nwpx Infrastructure Inc | +0.1% | NEW | New buy |
| 27 | AGNC | Agnc Investment CORP | +0.1% | NEW | New buy |
| 28 | SPY | Ss Spdr S&p 500 ETF Trust-us | +0.1% | +49.19% | Add |
| 29 | PK | Park Hotels & Resorts Inc | +0.1% | +24.03% | Add |
| 30 | FSSL | Fs Specialty Lending Fund | +0.1% | NEW | New buy |
| 31 | CDXS | Codexis Inc | +0.1% | -1.40% | Trim |
| 32 | UBCP | United Bancorp Inc/ohio | +0.1% | +28.95% | Add |
| 33 | XEXGX | Eaton Vance Tax-managed Glob | +0.1% | +36.15% | Add |
| 34 | OBE | Obsidian Energy LTD | +0.1% | NEW | New buy |
| 35 | BND | Vanguard Total Bond Market | +0.1% | +34.36% | Add |
| 36 | HFRO | Highland Opport & Income | +0.1% | NEW | New buy |
| 37 | ARKK | Ark Innovation ETF | 0% | +1.83% | Add |
| 38 | VB | Vanguard Small-cap ETF | 0% | +5.95% | Add |
| 39 | GEV | GE Vernova Inc | 0% | -0.57% | Trim |
| 40 | TSM | Taiwan Semiconductor-sp Adr | 0% | -4.29% | Trim |
| 41 | QCOM | Qualcomm Inc | 0% | — | Unchanged |
| 42 | CAT | Caterpillar Inc | 0% | — | Unchanged |
| 43 | GE | General Electric | 0% | -0.81% | Trim |
| 44 | IJR | Ishares Core S&p Small-cap E | 0% | -0.91% | Trim |
| 45 | IBM | Intl Business Machines CORP | 0% | +2.60% | Add |
| 46 | OHI | Omega Healthcare Investors | 0% | +9.26% | Add |
| 47 | XEVGX | Eaton Vance Short Dur Div In | 0% | +25.01% | Add |
| 48 | OPP | Rivernrth/doublelne Str Opp | 0% | +32.20% | Add |
| 49 | GOOG | Alphabet Inc-cl C | 0% | +6.75% | Add |
| 50 | NLY | Annaly Capital Management In | 0% | +12.50% | Add |
According to official SEC Form 13F filings, Post Resch Tallon Group Inc. reported a total U.S. public equity portfolio value of $145.7M across 138 disclosed positions in Q2 2026.
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 31.2% of total reported equity market value during Q2 2026.
Top New Position Initiated
KMI
市值: $559.2K
Top Position Liquidated / Trimmed
DMRC
前期市值: $801.4K
During Q2 2026, Post Resch Tallon Group Inc.'s top holdings by market value included IVV (10.4%)、IWV (8.2%)、QQQ (5.8%). The largest single position, IVV, represented 10.4% of total portfolio value.
In Q2 2026, Post Resch Tallon Group Inc. made 116 total portfolio adjustments, initiating 25 new buys, adding to 46 positions, trimming 40 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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