account_balance

Investment manager · 13F filer · SEC CIK 2054476

Post Resch Tallon Group Inc.

Reported value$146Mas of Sep 30, 2026
Positions138 13 new, 13 sold out
Top 10 weight45.4%IVV alone is 11%
FiledOct 99 days after quarter end

Portfolio · as of Sep 30, 2026

Where the money is

New or addedTrimmedHeld

Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.

Show the top 12 as a list
IVV iShares Tr 11.1% Added +6%
IWV iShares Tr 8.4% Added +2%
QQQ Invesco QQQ Tr 6.5% Added +12%
IJR iShares Tr 3.3% Added +4%
VIG Vanguard Specialized Funds 3.3% Added +16%
COWZ Pacer FDS Tr 3.0% Added +3%
SPMD SPDR Series Trust 2.8% Added +6%
BNL Broadstone Net Lease, Inc. 2.6% Trimmed −19%
USRT iShares Tr 2.4% Added +6%
PFF iShares Tr 2.0% Added +5%
VEU Vanguard Intl Equity Index F 1.9% Held
ARKK Ark ETF Tr 1.9% Held

What changed

Biggest moves since Jun 30, 2026

Filed Oct 9, 2026, compared with the Jul 7, 2026 filing
add_circleNew
  • TEM $532K
  • VEA $385K
  • VUG $364K
  • VTV $354K
arrow_upwardAdded
arrow_downwardTrimmed
remove_circleSold out

Where this data comes from. Insider trades, fund holdings, activist stakes and company results come from public SEC EDGAR filings (Forms 4, 13F, 13D/13G, 10-Q and 8-K). Congress trades come from the STOCK Act reports members file with the House Clerk and the Senate. Daily closing prices come from post-no-preference/stocks on DoltHub, a community-run database shared under CC BY-SA 4.0; the prices we show stay under that license. They are each day's close, not live or official exchange prices.

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