§ 13F · FUND PROFILE
Post Resch Tallon Group Inc..
AUM · $145M (13F)Positions · 138Turnover · n/a · Q2Filed · Jul 7, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$7M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED JUL 7, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | IVV | ISHARES TR | 20K | $15M | 10.4% | ±0% |
| 2 | IWV | ISHARES TR | 28K | $12M | 8.2% | −1% |
| 3 | QQQ | INVESCO QQQ TR | 11K | $8M | 5.8% | +3% |
| 4 | BNL | BROADSTONE NET LEASE INC | 253K | $5M | 3.6% | +1% |
| 5 | IJR | ISHARES TR | 34K | $5M | 3.5% | −1% |
| 6 | VIG | VANGUARD SPECIALIZED FUNDS | 18K | $4M | 2.9% | +4% |
| 7 | SPMD | SPDR SERIES TRUST | 61K | $4M | 2.8% | ±0% |
| 8 | COWZ | PACER FDS TR | 64K | $4M | 2.7% | +3% |
| 9 | USRT | ISHARES TR | 53K | $4M | 2.4% | ±0% |
| 10 | PFF | ISHARES TR | 95K | $3M | 2.0% | +2% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE POST SIGNAL
AC read
Post Resch Tallon Group Inc. is a Other fund managing $145 million in assets. The fund runs a portfolio of 138 positions.
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