Post Resch Tallon Group Inc.
Sector Allocation
- Other69.1%$100.6M
- Technology10.9%$15.8M
- Financials4.9%$7.1M
- Real Estate4.2%$6.0M
- Healthcare3.0%$4.3M
- Energy1.9%$2.8M
- Materials1.7%$2.5M
- Consumer Discretionary1.7%$2.5M
- Communication Services1.2%$1.8M
- Industrials0.7%$1.1M
AUM History
13fpro.ai/research/fund/post-resch-tallon-group-inc-2054476
Conviction and streaks
Stable · top 10 = 45.4%From the fund's last 12 quarters of 13F filings: positions held longest at size, and names it added to or trimmed several quarters running.
Largest positions — Q3 2026
- ISHARES$16.2M
- ISHARES$12.2M
QQQ
$9.5M- ISHARES$4.8M
- VANGUARD$4.8M
- PACER$4.4M
- SPDR$4.0M
BNL
$3.8M- ISHARES$3.4M
- ISHARES$2.9M
- VANGUARD$2.8M
- ARK$2.7M
- INVESCO$2.7M
- ISHARES$2.5M
BRK.B
$2.5MMSFT
$2.5M- ISHARES$2.5M
- ISHARES$2.3M
AAPL
$2.1MNVDA
$2.0M
Top 20 stock positions. Options are left out: 13F reports them at the underlying's value.
13fpro.ai/research/fund/post-resch-tallon-group-inc-2054476
Post Resch Tallon Group Inc. 13F holdings — Q3 2026
$145.7M portfolio (+0.7% QoQ) · 138 holdings · Q3 2026 13F · top 10 are 45% of the stock portfolio
- 1
ISHARES TR - CORE S&P500 ETF
$16.2M
11.1% of stocks
+6%This quarter—Since filed—HeldAIQuality—Est. buy— - 2
ISHARES TR - RUSSELL 3000 ETF
$12.2M
8.4% of stocks
+2%This quarter—Since filed—HeldAIQuality—Est. buy— $9.5M
6.5% of stocks
+12%This quarter-5.2%Since filed8+ qtrsHeld- 4
ISHARES TR - CORE S&P SCP ETF
$4.8M
3.3% of stocks
+4%This quarter—Since filed—HeldAIQuality—Est. buy— - 5
VANGUARD SPECIALIZED FUNDS - DIV APP ETF
$4.8M
3.3% of stocks
+16%This quarter—Since filed—HeldAIQuality—Est. buy— - 6
PACER FDS TR - US CASH COWS 100
$4.4M
3.0% of stocks
+3%This quarter—Since filed—HeldAIQuality—Est. buy— - 7
SPDR SERIES TRUST - ST STR P400MID
$4.0M
2.8% of stocks
+6%This quarter—Since filed—HeldAIQuality—Est. buy— $3.8M
2.6% of stocks
-19%This quarter-5.7%Since filed8+ qtrsHeld- 9
ISHARES TR - CRE U S REIT ETF
$3.4M
2.4% of stocks
+6%This quarter—Since filed—HeldAIQuality—Est. buy— - 10
ISHARES TR - PFD AND INCM SEC
$2.9M
2.0% of stocks
+5%This quarter—Since filed—HeldAIQuality—Est. buy—
| # | Company | Value | Weight | This quarter | Since filed | Held | AI quality | Est. buy | |
|---|---|---|---|---|---|---|---|---|---|
| 1 | ISHARES TR - CORE S&P500 ETF | $16.2M | 11.1% | +6% | — | — | — | — | |
| 2 | ISHARES TR - RUSSELL 3000 ETF | $12.2M | 8.4% | +2% | — | — | — | — | |
| 3 | $9.5M | 6.5% | +12% | -5.2% | 8+ qtrsAdded 4 qtrs in a row | — | Estimated buy price is Pro: unlock with a free trial | ||
| 4 | ISHARES TR - CORE S&P SCP ETF | $4.8M | 3.3% | +4% | — | — | — | — | |
| 5 | VANGUARD SPECIALIZED FUNDS - DIV APP ETF | $4.8M | 3.3% | +16% | — | — | — | — | |
| 6 | PACER FDS TR - US CASH COWS 100 | $4.4M | 3.0% | +3% | — | — | — | — | |
| 7 | SPDR SERIES TRUST - ST STR P400MID | $4.0M | 2.8% | +6% | — | — | — | — | |
| 8 | $3.8M | 2.6% | -19% | -5.7% | 8+ qtrs | 61.6#763 | Estimated buy price is Pro: unlock with a free trial | ||
| 9 | ISHARES TR - CRE U S REIT ETF | $3.4M | 2.4% | +6% | — | — | — | — | |
| 10 | ISHARES TR - PFD AND INCM SEC | $2.9M | 2.0% | +5% | — | — | — | — |
All holdings — Post Resch Tallon Group Inc. (Q3 2026)
138 disclosed positions from the Form 13F-HR on SEC EDGAR, with quarter-over-quarter share changes. Largest by value first; the ten above are not repeated.
| # | Company | Held | Source | |||||||
|---|---|---|---|---|---|---|---|---|---|---|
| 11 | — | VANGUARD INTL EQUITY INDEX F - ALLWRLD EX USetf/fund | — | $2.8M | 1.9% | 33K | -1% | — | — | 13F |
| 12 | — | ARK ETF TR - INNOVATION ETFetf/fund | — | $2.7M | 1.9% | 31K | +1% | — | — | 13F |
| 13 | — | INVESCO EXCHANGE TRADED FD T - LARG CAP GRO ETFetf/fund | — | $2.7M | 1.8% | 17K | +22% | — | — | 13F |
| 14 | — | ISHARES TR - CORE DIV GRWTHetf/fund | — | $2.5M | 1.7% | 34K | +7% | — | — | 13F |
| 15 | BERKSHIRE HATHAWAY INC | Financials | $2.5M | 1.7% | 5,018 | +0.2% | 8+ qtrs | 73.5 | 13F | |
| 16 | MICROSOFT CORP | Technology | $2.5M | 1.7% | 4,822 | +0.7% | 8+ qtrs | 79.8 | 13F | |
| 17 | — | ISHARES TR - RUS MD CP GR ETFetf/fund | — | $2.5M | 1.7% | 18K | +4% | — | — | 13F |
| 18 | — | ISHARES TR - RUS TP200 GR ETFetf/fund | — | $2.3M | 1.6% | 7,938 | +4% | — | — | 13F |
| 19 | Apple Inc. | Technology | $2.1M | 1.4% | 6,183 | +2% | 8+ qtrs | 75.7 | 13F | |
| 20 | NVIDIA CORP | Technology | $2.0M | 1.4% | 8,752 | +1% | 8+ qtrsAdded 5 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 21 | — | J P MORGAN EXCHANGE TRADED F - EQUITY PREMIUM | — | $1.7M | 1.2% | 30K | -0.1% | — | — | 13F |
| 22 | — | PACER FDS TR - US LRG CP CASH | — | $1.6M | 1.1% | 41K | -1.0% | — | — | 13F |
| 23 | T-Mobile US, Inc. | Communication Services | $1.6M | 1.1% | 9,738 | — | 8+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 24 | OMEGA HEALTHCARE INVESTORS INC | Real Estate | $1.3M | 0.9% | 29K | +0.1% | 8+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 25 | — | VANGUARD INDEX FDS - MRNGSTR SML CAPetf/fund | — | $1.3M | 0.9% | 4,442 | +4% | — | — | 13F |
| 26 | $GLW | CORNING INC /NY | Materials | $1.2M | 0.8% | 8,025 | -10% | |||
| 27 | — | ARK ETF TR - GENOMIC REV ETF | — | $1.1M | 0.8% | 21K | -4% | |||
| 28 | $IBM | INTERNATIONAL BUSINESS MACHINES CORP | Technology | $1.1M | 0.8% | 5,140 | +0.3% | |||
| 29 | $KYN | Kayne Anderson Energy Infrastructure Fund, Inc. | Other | $1.1M | 0.7% | 79K | +0.1% | |||
| 30 | $ASUR | ASURE SOFTWARE INC | Technology | $1.1M | 0.7% | 139K | — | |||
| 31 | $PAYX | PAYCHEX INC | Technology | $1.0M | 0.7% | 11K | +0.0% | |||
| 32 | $CSCO | CISCO SYSTEMS, INC. | Technology | $1.0M | 0.7% | 9,343 | -2% | |||
| 33 | $GLD | SPDR GOLD TRUST | Financials | $979K | 0.7% | 2,570 | +4% | |||
| 34 | — | FIDELITY MERRIMACK STR TR - TOTAL BD ETF | — | $975K | 0.7% | 23K | — | |||
| 35 | $PFE | PFIZER INC | Healthcare | $921K | 0.6% | 32K | +6% | |||
| 36 | $SPY | SPDR S&P 500 ETF TRUST | — | $913K | 0.6% | 1,198 | +63% | |||
| 37 | — | VANGUARD INDEX FDS - S&P 500 ETF SHS | — | $913K | 0.6% | 1,302 | +168% | |||
| 38 | $AMZN | AMAZON COM INC | Consumer Discretionary | $837K | 0.6% | 3,360 | -3% | |||
| 39 | $CDXS | CODEXIS, INC. | Materials | $798K | 0.6% | 574K | +2% | |||
| 40 | $UBCP | UNITED BANCORP INC /OH/ | Financials | $794K | 0.6% | 54K | -4% | |||
| 41 | — | ISHARES TR - MSCI USA MIN ETF | — | $776K | 0.5% | 7,963 | -0.9% | |||
| 42 | $NLY | ANNALY CAPITAL MANAGEMENT INC | Real Estate | $769K | 0.5% | 41K | -1% | |||
| 43 | $WT | WisdomTree, Inc. | Financials | $689K | 0.5% | 7,085 | — | |||
| 44 | — | VANGUARD BD INDEX FDS - TOTAL BND MRKT | — | $688K | 0.5% | 9,804 | +18% | |||
| 45 | $COP | CONOCOPHILLIPS | Energy | $639K | 0.4% | 5,108 | — | |||
| 46 | — | SPDR INDEX SHS FDS - ST PORT MARK ETF | — | $616K | 0.4% | 12K | -2% | |||
| 47 | $TPL | Texas Pacific Land Corp | Financials | $609K | 0.4% | 1,868 | +61% | |||
| 48 | $MPC | Marathon Petroleum Corp | Energy | $572K | 0.4% | 1,448 | — | |||
| 49 | $PK | Park Hotels & Resorts Inc. | Consumer Discretionary | $554K | 0.4% | 36K | +5% | |||
| 50 | — | SPDR SERIES TRUST - ST STR PR SP1500 | — | $548K | 0.4% | 5,957 | +32% | |||
| 51 | $PSX | Phillips 66 | Energy | $537K | 0.4% | 2,103 | — | |||
| 52 | $TEM | Tempus AI, Inc. | Technology | $532K | 0.4% | 6,500 | New | |||
| 53 | — | EATON VANCE TAX-MANAGED GLOB - COM | — | $524K | 0.4% | 56K | +4% | |||
| 54 | $JNJ | JOHNSON & JOHNSON | Healthcare | $521K | 0.4% | 1,969 | +0.1% | |||
| 55 | $TSM | TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD | Technology | $509K | 0.3% | 1,116 | — | |||
| 56 | — | ISHARES TR - SELECT US REIT | — | $506K | 0.3% | 8,040 | +26% | |||
| 57 | $MU | MICRON TECHNOLOGY INC | Technology | $503K | 0.3% | 472 | +57% | |||
| 58 | $KMI | KINDER MORGAN, INC. | Energy | $497K | 0.3% | 16K | -6% | |||
| 59 | $EXEL | EXELIXIS, INC. | Healthcare | $492K | 0.3% | 8,428 | -83% | |||
| 60 | $MRK | Merck & Co., Inc. | Healthcare | $488K | 0.3% | 3,357 | -2% | |||
| 61 | $TSLA | Tesla, Inc. | Consumer Discretionary | $480K | 0.3% | 1,352 | +3% | |||
| 62 | — | SPDR SERIES TRUST - ST STR TIPS ETF | — | $450K | 0.3% | 18K | -3% | |||
| 63 | $FSSL | FS Specialty Lending Fund | Other | $447K | 0.3% | 38K | +208% | |||
| 64 | $AMGN | AMGEN INC | Healthcare | $436K | 0.3% | 1,034 | -1.0% | |||
| 65 | $CRWD | CrowdStrike Holdings, Inc. | Technology | $432K | 0.3% | 1,633 | +287% | |||
| 66 | $ABBV | AbbVie Inc. | Healthcare | $432K | 0.3% | 1,651 | -0.8% | |||
| 67 | — | VANGUARD INTL EQUITY INDEX F - FTSE EMR MKT ETF | — | $431K | 0.3% | 7,271 | +6% | |||
| 68 | $INTC | INTEL CORP | Technology | $427K | 0.3% | 3,552 | — | |||
| 69 | $GE | GENERAL ELECTRIC CO | Industrials | $411K | 0.3% | 1,316 | -10% | |||
| 70 | $GEV | GE Vernova Inc. | Industrials | $409K | 0.3% | 430 | -17% | |||
| 71 | — | PACER FDS TR - TRENDP US LAR CP | — | $402K | 0.3% | 6,750 | +17% | |||
| 72 | $QCOM | QUALCOMM INC/DE | Technology | $393K | 0.3% | 2,137 | +3% | |||
| 73 | — | VANGUARD TAX-MANAGED FDS - VAN FTSE DEV MKT | — | $385K | 0.3% | 5,458 | New | |||
| 74 | $BMY | BRISTOL MYERS SQUIBB CO | Healthcare | $383K | 0.3% | 6,136 | +0.3% | |||
| 75 | — | EATON VANCE SHORT DURATION D - COM | — | $369K | 0.3% | 37K | +7% | |||
| 76 | — | VANGUARD INDEX FDS - MRNGSTR GRWT ETF | — | $364K | 0.3% | 4,044 | New | |||
| 77 | $KO | COCA COLA CO | Consumer Staples | $364K | 0.3% | 4,232 | +0.0% | |||
| 78 | — | SPDR SERIES TRUST - ST STR P500GRW | — | $354K | 0.2% | 2,874 | -3% | |||
| 79 | — | VANGUARD INDEX FDS - MRNGSTR VAL ETF | — | $354K | 0.2% | 1,637 | New | |||
| 80 | $AVGO | Broadcom Inc. | Technology | $351K | 0.2% | 1,000 | -2% | |||
| 81 | $AMD | ADVANCED MICRO DEVICES INC | Technology | $346K | 0.2% | 566 | -3% | |||
| 82 | — | ISHARES TR - MSCI USA QLT FCT | — | $341K | 0.2% | 1,533 | — | |||
| 83 | — | VANECK ETF TRUST - FALLEN ANGEL HG | — | $340K | 0.2% | 12K | +10% | |||
| 84 | $WMT | Walmart Inc. | Consumer Staples | $319K | 0.2% | 3,071 | +3% | |||
| 85 | $HPS | JOHN HANCOCK PREFERRED INCOME FUND III | Other | $311K | 0.2% | 26K | +0.1% | |||
| 86 | $GOOGL | Alphabet Inc. | Technology | $311K | 0.2% | 903 | +16% | |||
| 87 | $IOT | Samsara Inc. | Technology | $303K | 0.2% | 7,950 | New | |||
| 88 | — | SELECT SECTOR SPDR TR - ST STR TECHN ETF | — | $292K | 0.2% | 1,492 | — | |||
| 89 | $PBT | PERMIAN BASIN ROYALTY TRUST | Financials | $292K | 0.2% | 9,261 | +10% | |||
| 90 | — | TIDAL TRUST III - ROCKEFELLER NEW | — | $286K | 0.2% | 12K | +1% | |||
| 91 | $IVZ | Invesco Ltd. | Financials | $274K | 0.2% | 1,990 | -2% | |||
| 92 | — | SELECT SECTOR SPDR TR - ST STR ENERG ETF | — | $272K | 0.2% | 4,425 | +0.1% | |||
| 93 | $SM | SM Energy Co | Energy | $270K | 0.2% | 8,000 | -13% | |||
| 94 | $OPP | RiverNorth/DoubleLine Strategic Opportunity Fund, Inc. | Other | $270K | 0.2% | 39K | -1% | |||
| 95 | $PLTR | Palantir Technologies Inc. | Technology | $267K | 0.2% | 1,425 | New | |||
| 96 | — | SPDR SERIES TRUST - ST BLOO HIGH ETF | — | $265K | 0.2% | 2,852 | -4% | |||
| 97 | $KEY | KEYCORP /NEW/ | Financials | $263K | 0.2% | 13K | -7% | |||
| 98 | $GOOG | Alphabet Inc. | Technology | $263K | 0.2% | 772 | -4% | |||
| 99 | — | COLLABORATIVE INVESTMNT SER - SPA NEW ISS ETF | — | $261K | 0.2% | 1,729 | New | |||
| 100 | $MET | METLIFE INC | Financials | $261K | 0.2% | 2,770 | -9% | |||
| 101 | $ADX | ADAMS DIVERSIFIED EQUITY FUND, INC. | Other | $256K | 0.2% | 9,980 | +0.6% | |||
| 102 | $MO | ALTRIA GROUP, INC. | Consumer Staples | $251K | 0.2% | 3,729 | — | |||
| 103 | $STEW | SRH Total Return Fund, Inc. | Other | $250K | 0.2% | 14K | New | |||
| 104 | — | SPDR SERIES TRUST - ST INTL BBG ETF | — | $250K | 0.2% | 12K | -1% | |||
| 105 | — | FIDELITY COVINGTON TRUST - ENHANCED INTL | — | $249K | 0.2% | 6,250 | New | |||
| 106 | $CHRD | Chord Energy Corp | Energy | $242K | 0.2% | 1,808 | -3% | |||
| 107 | — | VANGUARD INDEX FDS - MRNGSTR SML CP V | — | $242K | 0.2% | 1,047 | +7% | |||
| 108 | $PAAS | PAN AMERICAN SILVER CORP | Materials | $237K | 0.2% | 5,200 | -9% | |||
| 109 | $CAT | CATERPILLAR INC | Industrials | $235K | 0.2% | 290 | — | |||
| 110 | $WT | WisdomTree, Inc. | Financials | $232K | 0.2% | 3,240 | — | |||
| 111 | $NEM | NEWMONT Corp /DE/ | Materials | $232K | 0.2% | 2,012 | -8% | |||
| 112 | $SNDX | Syndax Pharmaceuticals Inc | Healthcare | $231K | 0.2% | 12K | -2% | |||
| 113 | — | ISHARES TR - SELECT DIVID ETF | — | $228K | 0.2% | 1,500 | — | |||
| 114 | $DIS | Walt Disney Co | Communication Services | $224K | 0.1% | 2,136 | -2% | |||
| 115 | — | J P MORGAN EXCHANGE TRADED F - BETABULDRS JAPAN | — | $222K | 0.1% | 2,832 | New | |||
| 116 | $NWBI | Northwest Bancshares, Inc. | Financials | $221K | 0.1% | 15K | -6% | |||
| 117 | — | VANECK ETF TRUST - GOLD MINERS ETF | — | $220K | 0.1% | 2,500 | New | |||
| 118 | — | SELECT SECTOR SPDR TR - ST STR UTIL ETF | — | $219K | 0.1% | 5,550 | +3% | |||
| 119 | $HD | HOME DEPOT, INC. | Consumer Discretionary | $218K | 0.1% | 767 | -7% | |||
| 120 | — | TEMA ETF TRUST - ELECTRIFICATION | — | $218K | 0.1% | 6,150 | +2% | |||
| 121 | — | PACER FDS TR - US SM CAP CA ETF | — | $214K | 0.1% | 4,025 | — | |||
| 122 | $NVS | NOVARTIS AG | Healthcare | $214K | 0.1% | 1,501 | -11% | |||
| 123 | $RCAT | Red Cat Holdings, Inc. | Technology | $213K | 0.1% | 33K | +9% | |||
| 124 | — | GUINNESS ATKINSON FDS - DIVID BLDR ETF | — | $210K | 0.1% | 6,350 | — | |||
| 125 | $AQN | ALGONQUIN POWER & UTILITIES CORP. | Utilities | $209K | 0.1% | 42K | -3% | |||
| 126 | $META | Meta Platforms, Inc. | Technology | $207K | 0.1% | 285 | New | |||
| 127 | — | FIRST TR EXCHANGE-TRADED FD - NASDAQ CYB ETF | — | $201K | 0.1% | 1,950 | New | |||
| 128 | $CPNG | Coupang, Inc. | Consumer Discretionary | $196K | 0.1% | 14K | +14% | |||
| 129 | $AGNC | AGNC Investment Corp. | Real Estate | $154K | 0.1% | 17K | +2% | |||
| 130 | $BCX | BlackRock Resources & Commodities Strategy Trust | — | $134K | 0.1% | 11K | — | |||
| 131 | $AGEN | AGENUS INC | Healthcare | $127K | 0.1% | 13K | — | |||
| 132 | $F | FORD MOTOR CO | Consumer Discretionary | $123K | 0.1% | 10K | — | |||
| 133 | $VVR | Invesco Senior Income Trust | — | $86K | 0.1% | 30K | -5% | |||
| 134 | $JPC | Nuveen Preferred & Income Opportunities Fund | Other | $83K | 0.1% | 12K | -13% | |||
| 135 | $HFRO | HIGHLAND OPPORTUNITIES & INCOME FUND | Other | $70K | 0.1% | 10K | +0.1% | |||
| 136 | $RERE | ATRenew Inc. | Consumer Discretionary | $48K | 0.0% | 13K | -7% | |||
| 137 | $QTRX | Quanterix Corp | Healthcare | $46K | 0.0% | 13K | — | |||
| 138 | $CRDF | Cardiff Oncology, Inc. | Healthcare | $27K | 0.0% | 23K | — |
What changed in Q3 2026
Against the previous quarter's 13F: 13 new, 60 added to, 43 trimmed, 12 sold out. Share-count changes; largest moves by dollar size first.
New positions (13)
$TEMTempus AI, Inc.$532K
first bought this quarter
- VANGUARD TAX-MANAGED FDS - VAN FTSE DEV MKT$385K
first bought this quarter
- VANGUARD INDEX FDS - MRNGSTR GRWT ETF$364K
first bought this quarter
- VANGUARD INDEX FDS - MRNGSTR VAL ETF$354K
first bought this quarter
$IOTSamsara Inc.$303K
first bought this quarter
$PLTRPalantir Technologies Inc.$267K
first bought this quarter
+7 more in the Excel export
Added to (60)
now $9.5M · held 8+ qtrs, 4 adds in a row
- ISHARES TR - CORE S&P500 ETF+6%
now $16.2M
- VANGUARD SPECIALIZED FUNDS - DIV APP ETF+16%
now $4.8M
- VANGUARD INDEX FDS - S&P 500 ETF SHS+168%
now $913K
- INVESCO EXCHANGE TRADED FD T - LARG CAP GRO ETF+22%
now $2.7M
$SPYSPDR S&P 500 ETF TRUST+63%
now $913K · held 8+ qtrs, 2 adds in a row
+54 more in the Excel export
Trimmed (43)
$EXELEXELIXIS, INC.-83%
now $492K · held 8+ qtrs, 2 trims in a row
now $3.8M · held 8+ qtrs
$GLWCORNING INC /NY-10%
now $1.2M · held 8+ qtrs, 2 trims in a row
$GEVGE Vernova Inc.-17%
now $409K · held 3 qtrs
$GEGENERAL ELECTRIC CO-10%
now $411K · held 6 qtrs
- ARK ETF TR - GENOMIC REV ETF-4%
now $1.1M
+37 more in the Excel export
Sold out (12)
$XOM.R34088EXXON MOBIL CORPwas $1.2M
held 7+ qtrs
- SIREN ETF TR - DIVCN LDRS ETFwas $602K
$CVSCVS HEALTH Corpwas $263K
held 1 qtr
$VRTVertiv Holdings Cowas $239K
held 2 qtrs
$VZVERIZON COMMUNICATIONS INCwas $221K
held 2 qtrs
- ARK ETF TR - AUTNMUS TECHNLGYwas $215K
+6 more in the Excel export
Holdings by quarter
Every 13F Post Resch Tallon Group Inc. has filed, 7 earlier quarters. Pick one to see what it held then.
Is it too late to follow Post Resch Tallon Group?
Q3 2026 13F filed with the SEC on Oct 9, 2026. Prices are closing prices as of Oct 26, 2026.
Average quality of Post Resch Tallon Group's top 20 holdings: 69/100 (our AI quality score, weighted by position size; 15 of the 20 are scored)
Top 10 since filing
-3.3%
Value-weighted move of the 10 largest stock positions
Turnover
7%
Last quarter; 16% over the last 4
Top 10 weight
45%
Share of the stock portfolio in its 10 largest positions
Held 4+ quarters
85%
Share of portfolio value in positions held a year or more
Highest-quality names it owns(among its 100 largest positions)
The 8 highest-scoring companies in this portfolio are a Pro feature.
How these are measured
- Moves since the quarter-end and since the filing date use our own daily closing prices, from the close on (or just before) each date to the latest close.
- Turnover is the lesser of shares bought or sold in a quarter, valued at the quarter-end prices in the 13F, divided by the average of the two quarters' stock portfolio values.
- Quarters held and add/trim streaks count back only through quarters whose filed holdings add up to the filing's own cover-page total (back to Q4 2024 for this fund). A change counts as an add or a trim when the split-adjusted share count moves by more than 1%.
- Estimate, not the fund's reported cost. For each quarter in the current holding period in which the fund's share count rose (split-adjusted), we take that quarter's average daily close and weight it by the shares added; sales do not change an average cost. Quarters where the stock's price history and the 13F's own implied price disagree by more than 2x are left out.
- Put and call option rows report the value of the underlying shares, not a position the fund paid for, so they are left out of all of the above.
Portfolio Overview
Post Resch Tallon Group Inc. disclosed 138 positions worth $145.7M in its Form 13F-HR for Q3 2026. During the quarter the fund opened 13 new positions and exited 12 — including a new stake in $TEM and a full exit from $XOM.R34088. The portfolio is most concentrated in Other (69.1% of disclosed assets). All figures are sourced directly from Post Resch Tallon Group Inc.’s Form 13F-HR filing with the SEC under CIK 2054476.
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