Post Resch Tallon Group Inc.

Registered adviser

CIK

2054476

Location

PITTSFORD, NY

Portfolio Value

Small $133,333,392

Diversification

Diversified

Filing Date

Global Rank

#7,549 / 8,818 ▲ 59 · as of Jun 2026

Top Industry

Semiconductors 9.7%

Period ended 28 days ago

Filed Oct 9, 2026 · 19d

8 quarters · since Dec 2024

Regulatory profile

From Form ADV, the SEC filer profile, 13D/13G type codes and N-CEN, never from the name.

Holder type

Registered adviser

Form ADV roster, Oct 1, 2026

Form ADV adviser

CRD 156302

Roster of Oct 1, 2026

Regulatory AUM

$340,156,556

Main clients

Individuals and high net worth (100% of AUM)

Form ADV history

Monthly rosters from Dec 2019; each row is a run with the same figures, newest first.

Rosters	Regulatory AUM	Main clients
Apr 2026 to Oct 2026	$340,156,556	Individuals and high net worth (100%)
Mar 2025 to Mar 2026	$293,093,524	Individuals and high net worth (100%)
Mar 2024 to Feb 2025	$255,938,653	Individuals and high net worth (94%)
May 2023 to Feb 2024	$216,323,662	Individuals and high net worth (94%)
Apr 2023	$216,323,662	Individuals and high net worth (94%)
Feb 2022 to Mar 2023	$200,000,000	Individuals and high net worth (90%)

3 earlier changes not shown.

Portfolio style

Measured from the filed 13F common-share book for Jun 30, 2026, the newest measured quarter, never from the firm's own description.

Style

Concentrated

The top 10 positions are 60.1% of the book (60%+)

Turnover

Low turnover

9.8% over the last four quarters (under 30%)

Horizon

Medium horizon

Value-weighted holding period 6.4 quarters (4 to under 12)

Closest benchmark: every 13F filer's combined book, active share 77.5%; sector active share 54.2% against the combined 13F book's sector weights.

Over time 7 measured quarters

How the bands are measured

Style bands measure the filed 13F common-share book each closed quarter, tested in this order. Unknown: under $10,000,000 of valued equity or 5 stocks. Index-like (100+ stocks): active share of 20% or less against the closest benchmark, which is the S&P 500, S&P MidCap 400, S&P SmallCap 600, Russell 1000, Russell 2000, Nasdaq-100 or Dow Jones Industrial Average (weighted by an index-tracking fund's reported holdings or the index's constituents nearest the quarter end, over the names resolved to companies, and only when those are 90%+ of its weight) or every 13F filer's combined book, or index series holding 80%+ of the registered fund assets it advises (N-CEN) and equal to 50%+ of its book. Systematic-like: 500+ stocks, 100%+ annual turnover and a top 10 weight of 25% or less. Concentrated: a top 10 weight of 60%+ or 12 or fewer effective positions. Diversified active: none of these. Turnover is the smaller of buys and sells over average equity value, summed over four quarters: low under 30%, high 100%+. Horizon is the value-weighted number of quarters each position has been held: short under 4, long 12+.

Clone Performance

Build a hypothetical price-return history from this filer's public 13F holdings.

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Portfolio Concentration

137 tracked positions · as of Sep 30, 2026 · Δ vs Jun 30, 2026

Top Position

33.0%

+3.5 pts

Top 5

53.1%

+5.8 pts

Top 10

64.4%

+4.3 pts

HHI

1,246

Diversified+231

Portfolio Trend

8 quarters · across all stocks

Sector Breakdown

As of Sep 30, 2026

Sector	% Portfolio	Value	Positions
Unclassified	65.0%	$86,625,129	55
Technology	11.6%	$15,521,005	17
Financial Services	5.9%	$7,907,901	17
Real Estate	4.9%	$6,597,753	5
Healthcare	4.2%	$5,648,571	14
Energy	2.7%	$3,658,777	8
Communication Services	1.9%	$2,592,570	5
Consumer Cyclical	1.4%	$1,902,341	6
Industrials	1.0%	$1,267,346	4
Consumer Defensive	0.7%	$934,538	3
Basic Materials	0.4%	$468,716	2
Utilities	0.2%	$208,745	1

Last Quarter's Activity

Export CSV

Sep 30, 2026 vs Jun 30, 2026

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
FSSL	FS Specialty Lending Fund	+25,957	38,457	$447,254
CDXS	Codexis, Inc.	+10,475	573,953	$797,794
PFF	iShares Preferred and Income Securities ETF	+4,524	99,820	$2,944,690
SPMD	State Street(R) SPDR(R) Portfolio S&P 400(TM) Mid Cap ETF	+3,592	64,204	$4,047,420
USRT	iShares Core U.S. REIT ETF	+3,281	55,983	$3,447,433
PWB	Victory Portfolios II	+2,953	16,562	$0
VIG	Vanguard Specialized Funds	+2,789	20,499	$4,782,621
RCAT	Red Cat Holdings, Inc.	+2,700	32,900	$212,534
EVG	Eaton Vance Short Duration Diversified Income Fund	+2,556	37,163	$368,656
DGRO	iShares Core Dividend Growth ETF	+2,350	33,700	$2,540,643
EXG	Eaton Vance Tax-Managed Global Diversified Equity Income Fund	+2,057	55,663	$523,788
PFE	Pfizer Inc	+1,751	32,293	$920,996
COWZ	Pacer US Cash Cows 100 ETF	+1,737	65,472	$4,370,910
CPNG	Coupang, Inc.	+1,700	14,150	$196,260
ICF	iShares Select U.S. REIT ETF	+1,640	8,040	$505,716
PK	Park Hotels & Resorts Inc.	+1,615	35,933	$554,086
BND	VANGUARD TOTAL BOND MARKET INDEX FUND	+1,518	9,804	$687,750
SPTM	State Street(R) SPDR(R) Portfolio S&P 1500(R) Composite Stock Market ETF	+1,455	5,957	$548,341
QQQ	Invesco Qqq Trust, Series 1	+1,404	12,830	$9,491,249
IJR	iShares Core S&P Small-Cap ETF	+1,359	35,200	$4,788,608
CRWD	CrowdStrike Holdings, Inc.	+1,211	1,633	$432,336
ANGL	VanEck Fallen Angel High Yield Bond ETF	+1,143	12,217	$339,754
IVV	iShares Core S&P 500 ETF	+1,128	21,133	$16,184,708
PTLC	Pacer Trendpilot US Large Cap ETF	+1,000	6,750	$401,692
PBT	Permian Basin Royalty Trust	+859	9,261	$291,536
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
BNL	Broadstone Net Lease, Inc.	−48,481	204,881	$3,790,298
EXEL	Exelixis, Inc.	−41,969	8,428	$492,279
UBCP	United Bancorp Inc	−2,000	53,675	$793,853
JPC	Nuveen Preferred & Income Opportunities Fund	−1,850	12,215	$83,306
VVR	Invesco Senior Income Trust	−1,600	29,725	$85,905
AQN	Algonquin Power & Utilities Corp.	−1,500	41,500	$208,745
SM	SM Energy Co	−1,200	8,000	$270,240
KEY	Keycorp	−1,020	13,126	$263,438
RERE	ATRenew Inc.	−1,000	13,000	$48,490
NWBI	Northwest Bancshares, Inc.	−1,000	14,900	$221,116
KMI	Kinder Morgan, Inc.	−1,000	16,491	$497,203
GLW	Corning Inc	−918	8,025	$1,233,924
—		−765	21,028	$0
PAAS	Pan American Silver Corp	−500	5,200	$236,652
SPIP	State Street(R) SPDR(R) Portfolio TIPS ETF	−500	18,468	$450,065
VEU	Vanguard International Equity Index Funds	−498	33,146	$2,750,123
NLY	Annaly Capital Management Inc	−449	40,725	$769,295
OPP	RiverNorth/DoubleLine Strategic Opportunity Fund, Inc.	−426	38,992	$269,824
COWG	Pacer US Large Cap Cash Cows Growth Leaders ETF	−400	41,183	$1,642,378
MET	Metlife Inc	−286	2,770	$260,823
SPEM	State Street(R) SPDR(R) Portfolio Emerging Markets ETF	−235	11,901	$615,995
CSCO	Cisco Systems, Inc.	−220	9,343	$1,005,587
SNDX	Syndax Pharmaceuticals Inc	−200	12,300	$231,240
NVS	Novartis AG	−180	1,501	$213,997
NEM	NEWMONT Corp	−180	2,012	$232,064
No positions match the current search.

New Positions

Positions the filer opened this quarter

12 positions

Ticker	Company	Shares	Value
TEM	Tempus AI, Inc.	6,500	$532,350
VEA	Vanguard FTSE Developed Markets ETF	5,458	$385,389
VUG	VANGUARD GROWTH INDEX FUND	4,044	$364,404
VTV	VANGUARD VALUE INDEX FUND	1,637	$353,722
IOT	Samsara Inc.	7,950	$303,133
PLTR	Palantir Technologies Inc.	1,425	$266,546
STEW	SRH Total Return Fund, Inc.	14,404	$250,197
FENI	Fidelity Enhanced International ETF	6,250	$249,437
BBJP	JPMorgan BetaBuilders Japan ETF	2,832	$222,312
GDX	VanEck Gold Miners ETF	2,500	$219,500
META	Meta Platforms, Inc.	285	$206,676
—		1,950	$0
No positions match the current search.

Sold Out

Positions the filer fully exited

12 positions

Ticker	Company	Shares	Value
XOM	ExxonMobil Holdings Corp	9,052	$1,237,589
CVS	CVS HEALTH Corp	2,540	$262,763
VRT	Vertiv Holdings Co	715	$239,396
VZ	Verizon Communications Inc	5,219	$220,972
PCY	Invesco Ltd.	10,033	$217,214
—		1,625	$214,857
LLY	ELI LILLY & Co	175	$209,900
ESGV	VANGUARD ESG U.S. STOCK ETF	1,571	$207,749
UTG	Reaves Utility Income Fund	5,025	$204,618
PPL	PPL Corp	5,612	$203,996
NWPX	NWPX Infrastructure, Inc.	1,350	$202,419
OBE	Obsidian Energy Ltd.	14,998	$121,933
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

137 tracked positions · $133,333,392 total · filing declares 138 positions · $145,657,656 · as of Sep 30, 2026

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

Showing 1–50 of 137 positions by value · page 1 of 3

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
IVV	iShares Core S&P 500 ETF	Added	21,133	+1,128	$16,184,708	+8.0%	12.14%
IWV	iShares Russell 3000 ETF	Added	28,344	+587	$12,234,971	+3.4%	9.18%
QQQ	Invesco Qqq Trust, Series 1	Added	12,830	+1,404	$9,491,249	+12.8%	7.12%
IJR	iShares Core S&P Small-Cap ETF	Added	35,200	+1,359	$4,788,608	−4.6%	3.59%
VIG	Vanguard Specialized Funds	Added	20,499	+2,789	$4,782,621	+14.1%	3.59%
COWZ	Pacer US Cash Cows 100 ETF	Added	65,472	+1,737	$4,370,910	+10.3%	3.28%
SPMD	State Street(R) SPDR(R) Portfolio S&P 400(TM) Mid Cap ETF	Added	64,204	+3,592	$4,047,420	−1.2%	3.04%
BNL	Broadstone Net Lease, Inc. Real Estate	Reduced	204,881	-48,481	$3,790,298	−27.6%	2.84%
USRT	iShares Core U.S. REIT ETF	Added	55,983	+3,281	$3,447,433	−1.6%	2.59%
PFF	iShares Preferred and Income Securities ETF	Added	99,820	+4,524	$2,944,690	+1.3%	2.21%
VEU	Vanguard International Equity Index Funds	Reduced	33,146	-498	$2,750,123	−2.4%	2.06%
DGRO	iShares Core Dividend Growth ETF	Added	33,700	+2,350	$2,540,643	+6.9%	1.91%
BRK-B	Berkshire Hathaway Inc Financial Services	Added	5,018	+10	$2,498,713	−0.3%	1.87%
MSFT	Microsoft Corp Technology	Added	4,822	+32	$2,473,203	+38.4%	1.85%
AAPL	Apple Inc. Technology	Added	6,183	+146	$2,059,062	+17.9%	1.54%
NVDA	Nvidia Corp Technology	Added	8,752	+120	$1,998,781	+15.7%	1.50%
JEPI	JPMorgan Equity Premium Income ETF	Reduced	30,440	-37	$1,711,336	−0.6%	1.28%
COWG	Pacer US Large Cap Cash Cows Growth Leaders ETF	Reduced	41,183	-400	$1,642,378	−1.6%	1.23%
TMUS	T-Mobile US, Inc. Communication Services	Held	9,738	0	$1,588,073	−2.8%	1.19%
OHI	Omega Healthcare Investors Inc Real Estate	Added	28,717	+32	$1,329,884	−2.8%	1.00%
VB	Vanguard Index Funds	Added	4,442	+166	$1,263,704	−2.5%	0.95%
GLW	Corning Inc Technology	Reduced	8,025	-918	$1,233,924	−46.0%	0.93%
IBM	International Business Machines Corp Technology	Added	5,140	+15	$1,130,440	−21.6%	0.85%
KYN	Kayne Anderson Energy Infrastructure Fund, Inc. Financial Services	Added	78,652	+107	$1,069,667	−1.5%	0.80%
ASUR	Asure Software Inc Technology	Held	138,871	0	$1,051,253	−4.7%	0.79%
PAYX	Paychex Inc Technology	Added	10,529	+3	$1,037,106	+0.2%	0.78%
CSCO	Cisco Systems, Inc. Technology	Reduced	9,343	-220	$1,005,587	−10.5%	0.75%
GLD	Spdr Gold Trust	Added	2,570	+98	$978,758	+7.5%	0.73%
FBND	Fidelity Total Bond ETF	Held	22,522	0	$975,202	−4.8%	0.73%
PFE	Pfizer Inc Healthcare	Added	32,293	+1,751	$920,996	+25.2%	0.69%
SPY	Spdr S&P 500 ETF Trust	Added	1,198	+464	$913,630	+66.7%	0.69%
VOO	VANGUARD 500 INDEX FUND	Added	1,302	+816	$912,519	+173.4%	0.68%
AMZN	Amazon Com Inc Consumer Cyclical	Reduced	3,360	-100	$837,144	+1.5%	0.63%
CDXS	Codexis, Inc. Healthcare	Added	573,953	+10,475	$797,794	−37.4%	0.60%
UBCP	United Bancorp Inc Financial Services	Reduced	53,675	-2,000	$793,853	−10.2%	0.60%
USMV	iShares MSCI USA Min Vol Factor ETF	Reduced	7,963	-75	$775,914	+0.1%	0.58%
NLY	Annaly Capital Management Inc Real Estate	Reduced	40,725	-449	$769,295	−16.4%	0.58%
DLN	WisdomTree U.S. LargeCap Dividend Fund	Held	7,085	0	$688,662	+0.9%	0.52%
BND	VANGUARD TOTAL BOND MARKET INDEX FUND	Added	9,804	+1,518	$687,750	+13.1%	0.52%
COP	Conocophillips Energy	Held	5,108	0	$639,266	+20.4%	0.48%
SPEM	State Street(R) SPDR(R) Portfolio Emerging Markets ETF	Reduced	11,901	-235	$615,995	−2.0%	0.46%
TPL	Texas Pacific Land Corp Energy	Added	1,868	+707	$608,650	+19.8%	0.46%
MPC	Marathon Petroleum Corp Energy	Held	1,448	0	$572,568	+54.7%	0.43%
PK	Park Hotels & Resorts Inc. Real Estate	Added	35,933	+1,615	$554,086	+13.3%	0.42%
SPTM	State Street(R) SPDR(R) Portfolio S&P 1500(R) Composite Stock Market ETF	Added	5,957	+1,455	$548,341	+34.2%	0.41%
PSX	Phillips 66 Energy	Held	2,103	0	$536,916	+51.0%	0.40%
TEM	Tempus AI, Inc. Healthcare	NEW	6,500	NEW	$532,350	NEW	0.40%
EXG	Eaton Vance Tax-Managed Global Diversified Equity Income Fund Financial Services	Added	55,663	+2,057	$523,788	−0.4%	0.39%
JNJ	Johnson & Johnson Healthcare	Added	1,969	+1	$521,273	+4.3%	0.39%
TSM	Taiwan Semiconductor Manufacturing Co Ltd Technology	Held	1,116	0	$509,108	−4.5%	0.38%

Showing the top 50 of 137 positions. Create a free account to see every position, past quarters, search, filters and CSV export.

Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.