Post Resch Tallon Group Inc.

CIK: 0002054476SEC EDGAR →

Portfolio Value

$118.4M

Holdings

109

As of

Q4 2025

New Positions

109

Closed Positions

0

Top 10 Holdings

RankStockSharesValue% of Portfolio
1

ISHARES TR

19,582$13.4M
11.33%
2

ISHARES TR

26,973$10.4M
8.81%
3

INVESCO QQQ TR

10,789$6.6M
5.60%
4

BROADSTONE NET LEASE INC

252,558$4.4M
3.70%
5

ISHARES TR

32,516$3.9M
3.30%
6

VANGUARD SPECIALIZED FUNDS

17,102$3.8M
3.17%
7

PACER FDS TR

60,004$3.6M
3.05%
8

SPDR SERIES TRUST

57,214$3.3M
2.80%
9

BERKSHIRE HATHAWAY INC DEL

6,176$3.1M
2.62%
10

ISHARES TR

47,947$2.7M
2.31%

Quarterly Changes

Top Buys

IVVNEW
$13.4M
IWVNEW
$10.4M
NDQNEW
$6.6M
BNLNEW
$4.4M
IJRNEW
$3.9M

Top Sells

No sells this quarter

New Positions (109)

$13.4M · 20K shares
$10.4M · 27K shares
$6.6M · 11K shares
$4.4M · 253K shares
$3.9M · 33K shares
$3.8M · 17K shares
$3.6M · 60K shares
$3.3M · 57K shares
$3.1M · 6K shares
$2.7M · 48K shares
$2.6M · 36K shares
$2.6M · 85K shares
$2.3M · 17K shares
$2.3M · 8K shares
$2.3M · 52K shares
$2.3M · 30K shares
$2.1M · 30K shares
$2.0M · 10K shares
$1.7M · 4K shares
$1.7M · 29K shares
$1.5M · 8K shares
$1.5M · 6K shares
$1.5M · 41K shares
$1.4M · 5K shares
$1.3M · 139K shares
$1.2M · 27K shares
$1.1M · 10K shares
$1.0M · 9K shares
$1.0M · 23K shares
$989K · 4K shares
$938K · 76K shares
$910K · 139K shares
$860K · 2K shares
$834K · 512K shares
$825K · 37K shares
$779K · 10K shares
$760K · 31K shares
$733K · 3K shares
$692K · 7K shares
$631K · 7K shares
$615K · 43K shares
$607K · 7K shares
$602K · 21K shares
$582K · 12K shares
$549K · 1K shares
$511K · 7K shares
$484K · 18K shares
$479K · 23K shares
$478K · 5K shares
$478K · 6K shares
$474K · 18K shares
$446K · 1K shares
$404K · 5K shares
$402K · 2K shares
$385K · 7K shares
$380K · 2K shares
$373K · 39K shares
$371K · 26K shares
$357K · 6K shares
$357K · 3K shares
$354K · 1K shares
$339K · 1K shares
$335K · 492 shares
$333K · 11K shares
$333K · 3K shares
$326K · 6K shares
$324K · 3K shares
$324K · 2K shares
$324K · 3K shares
$311K · 30K shares
$307K · 28K shares
$302K · 5K shares
$298K · 2K shares
$295K · 960 shares
$287K · 14K shares
$286K · 13K shares
$274K · 4K shares
$272K · 2K shares
$271K · 6K shares
$265K · 773 shares
$263K · 2K shares
$246K · 2K shares
$241K · 3K shares
$232K · 2K shares
$229K · 11K shares
$223K · 3K shares
$220K · 703 shares
$220K · 2K shares
$219K · 350 shares
$219K · 702 shares
$219K · 2K shares
$219K · 204 shares
$218K · 27K shares
$217K · 4K shares
$212K · 1K shares
$211K · 2K shares
$200K · 1K shares
$166K · 27K shares
$137K · 10K shares
$137K · 17K shares
$137K · 29K shares
$124K · 10K shares
$123K · 11K shares
$118K · 15K shares
$117K · 36K shares
$73K · 12K shares
$63K · 23K shares
$40K · 13K shares
$23K · 20K shares

Sector Breakdown

Sector# HoldingsValue%
Financial Services50$71.7M60.6%
Unknown10$15.5M13.1%
Technology15$11.3M9.6%
Real Estate4$6.7M5.7%
Healthcare13$4.5M3.8%
Communication Services4$2.4M2.1%
Energy4$2.3M1.9%
Consumer Cyclical4$1.7M1.4%
Industrials2$1.4M1.2%
Consumer Defensive2$598K0.5%
Basic Materials1$217K0.2%