Post Resch Tallon Group Inc.

CIK

2054476

Location

PITTSFORD, NY

Portfolio Value

Micro $51,766,524

Diversification

Diversified

Filing Date

Global Rank

#6,432 / 8,232 ▲ 347

Top Industry

REIT - Diversified 10.4%

3Y Alpha vs SPY

-7.1%

Period ended 2 months ago

Filed Apr 8, 2026 · 2mo

6 quarters · since Dec 2024

Clone Performance

Feb 2025–Jun 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio

+13.6%

SPY

+23.4%

Annualised alpha

-7.1%

Max drawdown

−19.8%

Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.

Portfolio Concentration

74 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025

Top Position

12.3%

−1.4 pts

Top 5

35.4%

−2.7 pts

Top 10

49.5%

−4.1 pts

HHI

401

Diversified−59

Portfolio Trend

6 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Technology	23.4%	$12,127,471	14
Unclassified	15.0%	$7,742,853	3
Healthcare	13.3%	$6,909,982	13
Financial Services	13.3%	$6,886,615	13
Real Estate	13.1%	$6,782,798	4
Energy	6.8%	$3,503,051	6
Communication Services	4.9%	$2,528,553	4
Industrials	3.4%	$1,762,547	5
Consumer Cyclical	3.1%	$1,606,639	5
Consumer Defensive	1.8%	$916,005	3
Basic Materials	1.0%	$521,612	2
Utilities	0.9%	$478,398	2

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
CDXS	Codexis, Inc.	+59,730	571,478	$931,509
DMRC	Digimarc Corp	+25,382	164,165	$806,050
AQN	Algonquin Power & Utilities Corp.	+16,000	43,000	$264,020
OPP	RiverNorth/DoubleLine Strategic Opportunity Fund, Inc.	+12,469	29,816	$228,688
NWBI	Northwest Bancshares, Inc.	+5,500	15,900	$201,771
EXEL	Exelixis, Inc.	+4,621	56,797	$2,436,023
RCAT	Red Cat Holdings, Inc.	+2,800	30,295	$396,561
GLW	Corning Inc /Ny	+2,150	9,088	$1,235,695
PAAS	Pan American Silver Corp	+1,500	5,700	$311,391
QTRX	Quanterix Corp	+925	12,500	$44,000
MSFT	Microsoft Corp	+607	4,215	$1,560,266
PAYX	Paychex Inc	+605	10,811	$995,909
GE	General Electric Co	+520	1,480	$419,979
AAPL	Apple Inc.	+501	6,009	$1,525,024
XOM	Exxon Mobil Corp	+413	9,047	$1,534,914
NVDA	Nvidia Corp	+344	8,405	$1,465,832
QQQ	Invesco Qqq Trust, Series 1	+266	11,055	$6,380,724
GLD	Spdr Gold Trust	+250	2,422	$1,042,162
UBCP	United Bancorp Inc /Oh/	+250	43,175	$656,691
BMY	Bristol Myers Squibb Co	+239	6,284	$381,124
EXG	Eaton Vance Tax-Managed Global Diversified Equity Income Fund	+227	39,372	$340,961
IBM	International Business Machines Corp	+183	4,995	$1,210,738
KO	Coca Cola Co	+158	4,079	$310,207
AMZN	Amazon Com Inc	+156	3,335	$694,580
MRK	Merck & Co., Inc.	+108	3,507	$421,857
No positions match the current search.

Trimmed

Positions the filer reduced

17 positions

Ticker	Company	Δ Shares	Shares	Value
SNDX	Syndax Pharmaceuticals Inc	−10,300	12,500	$292,000
VVR	Invesco Senior Income Trust	−4,729	31,325	$100,866
BNL	Broadstone Net Lease, Inc.	−2,590	249,968	$4,566,915
PK	Park Hotels & Resorts Inc.	−2,080	27,670	$291,365
KYN	Kayne Anderson Energy Infrastructure Fund, Inc.	−1,426	74,394	$1,062,346
MQ	Marqeta, Inc.	−1,400	27,500	$112,200
CSCO	Cisco Systems, Inc.	−516	9,602	$745,019
JPC	Nuveen Preferred & Income Opportunities Fund	−495	14,065	$106,050
EVG	Eaton Vance Short Duration Diversified Income Fund	−452	27,683	$295,931
OHI	Omega Healthcare Investors Inc	−350	26,254	$1,150,450
NLY	Annaly Capital Management Inc	−310	36,599	$774,068
F	Ford Motor Co	−300	10,161	$117,257
PLTR	Palantir Technologies Inc.	−182	1,500	$219,420
KEY	Keycorp /New/	−165	13,746	$275,607
BRK-B	Berkshire Hathaway Inc	−128	6,048	$2,898,201
AVGO	Broadcom Inc.	−9	1,282	$396,791
NVS	Novartis AG	−8	1,681	$256,772
No positions match the current search.

New Positions

Positions the filer opened this quarter

12 positions

Ticker	Company	Shares	Value
GEV	GE Vernova Inc.	524	$457,399
MPC	Marathon Petroleum Corp	1,468	$358,456
SM	SM Energy Co	9,200	$286,856
VRT	Vertiv Holdings Co	1,130	$283,155
QCOM	Qualcomm Inc/De	2,067	$266,188
CHRD	Chord Energy Corp	1,858	$264,170
MO	Altria Group, Inc.	3,679	$242,777
VZ	Verizon Communications Inc	4,609	$231,371
PPL	PPL Corp	5,612	$214,378
NEM	NEWMONT Corp /DE/	1,942	$210,221
CAT	Caterpillar Inc	290	$205,453
RERE	ATRenew Inc.	12,000	$56,280
No positions match the current search.

Sold Out

Positions the filer fully exited

3 positions

Ticker	Company	Shares	Value
KMI	Kinder Morgan, Inc.	17,625	$484,511
ABT	Abbott Laboratories	1,752	$219,508
LLY	ELI LILLY & Co	204	$219,234
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

74 positions · $51,766,524 total · as of Mar 31, 2026

All sectors Basic Materials Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Real Estate Technology Utilities

Showing 1–50 of 74 positions by value · page 1 of 2

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
QQQ	Invesco Qqq Trust, Series 1	Added	11,055	+266	$6,380,724	−3.7%	12.33%
BNL	Broadstone Net Lease, Inc. Real Estate	Reduced	249,968	-2,590	$4,566,915	+4.1%	8.82%
BRK-B	Berkshire Hathaway Inc Financial Services	Reduced	6,048	-128	$2,898,201	−6.6%	5.60%
EXEL	Exelixis, Inc. Healthcare	Added	56,797	+4,621	$2,436,023	+6.5%	4.71%
TMUS	T-Mobile US, Inc. Communication Services	Held	9,738	0	$2,045,272	+3.4%	3.95%
MSFT	Microsoft Corp Technology	Added	4,215	+607	$1,560,266	−10.6%	3.01%
XOM	Exxon Mobil Corp Energy	Added	9,047	+413	$1,534,914	+47.7%	2.97%
AAPL	Apple Inc. Technology	Added	6,009	+501	$1,525,024	+1.8%	2.95%
NVDA	Nvidia Corp Technology	Added	8,405	+344	$1,465,832	−2.5%	2.83%
GLW	Corning Inc /Ny Technology	Added	9,088	+2,150	$1,235,695	+103.4%	2.39%
IBM	International Business Machines Corp Technology	Added	4,995	+183	$1,210,738	−15.1%	2.34%
ASUR	Asure Software Inc Technology	Held	138,871	0	$1,194,290	−8.7%	2.31%
OHI	Omega Healthcare Investors Inc Real Estate	Reduced	26,254	-350	$1,150,450	−2.5%	2.22%
KYN	Kayne Anderson Energy Infrastructure Fund, Inc. Financial Services	Reduced	74,394	-1,426	$1,062,346	+13.2%	2.05%
GLD	Spdr Gold Trust	Added	2,422	+250	$1,042,162	+21.1%	2.01%
PAYX	Paychex Inc Technology	Added	10,811	+605	$995,909	−13.0%	1.92%
CDXS	Codexis, Inc. Healthcare	Added	571,478	+59,730	$931,509	+11.7%	1.80%
PFE	Pfizer Inc Healthcare	Added	30,541	+15	$857,591	+12.8%	1.66%
DMRC	Digimarc Corp Technology	Added	164,165	+25,382	$806,050	−11.5%	1.56%
NLY	Annaly Capital Management Inc Real Estate	Reduced	36,599	-310	$774,068	−6.2%	1.50%
CSCO	Cisco Systems, Inc. Technology	Reduced	9,602	-516	$745,019	−4.4%	1.44%
AMZN	Amazon Com Inc Consumer Cyclical	Added	3,335	+156	$694,580	−5.3%	1.34%
COP	Conocophillips Energy	Held	5,108	0	$674,256	+41.0%	1.30%
UBCP	United Bancorp Inc /Oh/ Financial Services	Added	43,175	+250	$656,691	+6.6%	1.27%
JNJ	Johnson & Johnson Healthcare	Added	1,967	+24	$480,813	+19.6%	0.93%
TSLA	Tesla, Inc. Consumer Cyclical	Added	1,270	+49	$472,122	−14.0%	0.91%
GEV	GE Vernova Inc. Industrials	NEW	524	NEW	$457,399	NEW	0.88%
MRK	Merck & Co., Inc. Healthcare	Added	3,507	+108	$421,857	+17.9%	0.81%
GE	General Electric Co Industrials	Added	1,480	+520	$419,979	+42.0%	0.81%
AVGO	Broadcom Inc. Technology	Reduced	1,282	-9	$396,791	−11.2%	0.77%
RCAT	Red Cat Holdings, Inc. Industrials	Added	30,295	+2,800	$396,561	+81.9%	0.77%
TSM	Taiwan Semiconductor Manufacturing Co Ltd Technology	Held	1,166	0	$394,049	+11.2%	0.76%
PSX	Phillips 66 Energy	Held	2,110	0	$384,399	+41.2%	0.74%
BMY	Bristol Myers Squibb Co Healthcare	Added	6,284	+239	$381,124	+16.9%	0.74%
HPS	John Hancock Preferred Income Fund III Financial Services	Added	25,809	+26	$367,520	−1.1%	0.71%
AMGN	Amgen Inc Healthcare	Added	1,044	+8	$367,331	+8.3%	0.71%
WMT	Walmart Inc. Consumer Defensive	Added	2,921	+5	$363,021	+11.7%	0.70%
ABBV	AbbVie Inc. Healthcare	Held	1,664	0	$361,903	−4.8%	0.70%
MPC	Marathon Petroleum Corp Energy	NEW	1,468	NEW	$358,456	NEW	0.69%
EXG	Eaton Vance Tax-Managed Global Diversified Equity Income Fund Financial Services	Added	39,372	+227	$340,961	−8.6%	0.66%
SPY	Spdr S&P 500 ETF Trust	Held	492	0	$319,967	−4.6%	0.62%
PAAS	Pan American Silver Corp Basic Materials	Added	5,700	+1,500	$311,391	+43.1%	0.60%
KO	Coca Cola Co Consumer Defensive	Added	4,079	+158	$310,207	+13.2%	0.60%
EVG	Eaton Vance Short Duration Diversified Income Fund Financial Services	Reduced	27,683	-452	$295,931	−3.7%	0.57%
SNDX	Syndax Pharmaceuticals Inc Healthcare	Reduced	12,500	-10,300	$292,000	−39.0%	0.56%
PK	Park Hotels & Resorts Inc. Real Estate	Reduced	27,670	-2,080	$291,365	−6.4%	0.56%
SM	SM Energy Co Energy	NEW	9,200	NEW	$286,856	NEW	0.55%
VRT	Vertiv Holdings Co Industrials	NEW	1,130	NEW	$283,155	NEW	0.55%
KEY	Keycorp /New/ Financial Services	Reduced	13,746	-165	$275,607	−4.0%	0.53%
HD	Home Depot, Inc. Consumer Cyclical	Added	810	+37	$266,400	+0.2%	0.51%