Post Resch Tallon Group Inc.

CIK

2054476

Location

PITTSFORD, NY

Portfolio Value

Micro $60,361,713

Diversification

Diversified

Filing Date

Global Rank

#2,264 / 3,203 ▲ 4542

Top Industry

REIT - Diversified 10.4%

3Y Alpha vs SPY

-8.2%

Period ended 30 days ago

Filed Jul 7, 2026 · 23d

7 quarters · since Dec 2024

Clone Performance

Feb 2025–Jul 2026 · vs SPY

Hypothetical growth of buying every stock this filer reported holding, rebalancing on each filing and indexed to the same start. Option positions cannot be bought this way and are left out.

Cloned portfolio

+10.9%

SPY

+21.4%

Annualised alpha

-6.9%

Max drawdown

−19.8%

Estimate. 13F holdings are quarter-lagged, so the clone rebalances about 45 days after each period end — when the filing becomes public — and it excludes option and short positions. It tracks 100% of reported value on average across 6 quarters. Past performance does not predict future results.

Portfolio Concentration

87 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026

Top Position

13.9%

+1.6 pts

Top 5

35.1%

−0.3 pts

Top 10

48.9%

−0.6 pts

HHI

413

Diversified+12

Portfolio Trend

7 quarters · across all stocks

Sector Breakdown

As of Jun 30, 2026

Sector	% Portfolio	Value	Positions
Technology	24.5%	$14,807,775	15
Unclassified	16.6%	$10,012,245	4
Real Estate	13.6%	$8,196,283	5
Healthcare	13.2%	$7,971,550	15
Financial Services	12.8%	$7,746,108	16
Energy	5.2%	$3,108,844	9
Communication Services	3.9%	$2,343,119	4
Consumer Cyclical	3.4%	$2,078,126	6
Industrials	3.4%	$2,030,584	5
Consumer Defensive	1.6%	$948,649	3
Basic Materials	1.1%	$662,454	3
Utilities	0.8%	$455,976	2

Last Quarter's Activity

Export CSV

Jun 30, 2026 vs Mar 31, 2026

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
EXG	Eaton Vance Tax-Managed Global Diversified Equity Income Fund	+14,234	53,606	$525,874
UBCP	United Bancorp Inc /Oh/	+12,500	55,675	$884,119
OPP	RiverNorth/DoubleLine Strategic Opportunity Fund, Inc.	+9,602	39,418	$304,306
EVG	Eaton Vance Short Duration Diversified Income Fund	+6,924	34,607	$373,063
PK	Park Hotels & Resorts Inc.	+6,648	34,318	$489,031
NLY	Annaly Capital Management Inc	+4,575	41,174	$920,650
KYN	Kayne Anderson Energy Infrastructure Fund, Inc.	+4,151	78,545	$1,086,277
BNL	Broadstone Net Lease, Inc.	+3,394	253,362	$5,236,992
OHI	Omega Healthcare Investors Inc	+2,431	28,685	$1,367,700
RERE	ATRenew Inc.	+2,000	14,000	$54,180
VZ	Verizon Communications Inc	+610	5,219	$220,972
MSFT	Microsoft Corp	+575	4,790	$1,786,765
KEY	Keycorp /New/	+400	14,146	$326,065
QQQ	Invesco Qqq Trust, Series 1	+371	11,426	$8,414,106
NEM	NEWMONT Corp /DE/	+250	2,192	$204,732
SPY	Spdr S&P 500 ETF Trust	+242	734	$548,129
NVDA	Nvidia Corp	+227	8,632	$1,727,176
KO	Coca Cola Co	+152	4,231	$343,853
IBM	International Business Machines Corp	+130	5,125	$1,441,201
AMZN	Amazon Com Inc	+125	3,460	$824,656
MO	Altria Group, Inc.	+50	3,729	$268,301
WMT	Walmart Inc.	+50	2,971	$336,495
GLD	Spdr Gold Trust	+50	2,472	$910,635
TSLA	Tesla, Inc.	+43	1,313	$552,247
AAPL	Apple Inc.	+28	6,037	$1,746,866
No positions match the current search.

Trimmed

Positions the filer reduced

17 positions

Ticker	Company	Δ Shares	Shares	Value
CDXS	Codexis, Inc.	−8,000	563,478	$1,273,460
EXEL	Exelixis, Inc.	−6,400	50,397	$2,742,100
BRK-B	Berkshire Hathaway Inc	−1,040	5,008	$2,505,953
VRT	Vertiv Holdings Co	−415	715	$239,396
PAYX	Paychex Inc	−285	10,526	$1,035,021
AVGO	Broadcom Inc.	−265	1,017	$384,171
BMY	Bristol Myers Squibb Co	−165	6,119	$352,576
GLW	Corning Inc /Ny	−145	8,943	$2,284,310
RCAT	Red Cat Holdings, Inc.	−95	30,200	$321,630
MRK	Merck & Co., Inc.	−85	3,422	$439,727
TSM	Taiwan Semiconductor Manufacturing Co Ltd	−50	1,116	$532,968
CSCO	Cisco Systems, Inc.	−39	9,563	$1,123,269
GOOGL	Alphabet Inc.	−24	779	$278,391
MPC	Marathon Petroleum Corp	−20	1,448	$370,210
GE	General Electric Co	−12	1,468	$548,635
PSX	Phillips 66	−7	2,103	$355,512
GEV	GE Vernova Inc.	−3	521	$612,102
No positions match the current search.

New Positions

Positions the filer opened this quarter

18 positions

Ticker	Company	Shares	Value
KMI	Kinder Morgan, Inc.	17,491	$559,187
TPL	Texas Pacific Land Corp	1,161	$508,100
INTC	Intel Corp	3,552	$495,965
MU	Micron Technology Inc	300	$346,287
AMD	Advanced Micro Devices Inc	583	$338,670
CVS	CVS HEALTH Corp	2,540	$262,763
ADX	Adams Diversified Equity Fund, Inc.	9,921	$253,481
CPNG	Coupang, Inc.	12,450	$216,256
DIS	Walt Disney Co	2,186	$210,402
PBT	Permian Basin Royalty Trust	8,402	$210,386
LLY	ELI LILLY & Co	175	$209,900
UTG	Reaves Utility Income Fund	5,025	$204,618
NWPX	NWPX Infrastructure, Inc.	1,350	$202,419
AGNC	AGNC Investment Corp.	16,689	$181,910
FSSL	FS Specialty Lending Fund	12,500	$139,375
OBE	Obsidian Energy Ltd.	14,998	$121,933
CRWD	CrowdStrike Holdings, Inc.	422	$80,511
HFRO	Highland Opportunities & Income Fund	10,485	$74,758
No positions match the current search.

Sold Out

Positions the filer fully exited

5 positions

Ticker	Company	Shares	Value
XOM	ExxonMobil Holdings Corp	9,047	$1,534,914
DMRC	Digimarc Corp	164,165	$806,050
PLTR	Palantir Technologies Inc.	1,500	$219,420
MQ	Marqeta, Inc.	27,500	$112,200
CDLX	Cardlytics, Inc.	20,000	$21,000
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

87 tracked positions · $60,361,713 total · as of Jun 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 87 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	11,426	+371	$8,414,106	+31.9%	13.94%
BNL	Broadstone Net Lease, Inc. Real Estate	Added	253,362	+3,394	$5,236,992	+14.7%	8.68%
EXEL	Exelixis, Inc. Healthcare	Reduced	50,397	-6,400	$2,742,100	+12.6%	4.54%
BRK-B	Berkshire Hathaway Inc Financial Services	Reduced	5,008	-1,040	$2,505,953	−13.5%	4.15%
GLW	Corning Inc /Ny Technology	Reduced	8,943	-145	$2,284,310	+84.9%	3.78%
MSFT	Microsoft Corp Technology	Added	4,790	+575	$1,786,765	+14.5%	2.96%
AAPL	Apple Inc. Technology	Added	6,037	+28	$1,746,866	+14.5%	2.89%
NVDA	Nvidia Corp Technology	Added	8,632	+227	$1,727,176	+17.8%	2.86%
TMUS	T-Mobile US, Inc. Communication Services	Held	9,738	0	$1,633,354	−20.1%	2.71%
IBM	International Business Machines Corp Technology	Added	5,125	+130	$1,441,201	+19.0%	2.39%
OHI	Omega Healthcare Investors Inc Real Estate	Added	28,685	+2,431	$1,367,700	+18.9%	2.27%
CDXS	Codexis, Inc. Healthcare	Reduced	563,478	-8,000	$1,273,460	+36.7%	2.11%
CSCO	Cisco Systems, Inc. Technology	Reduced	9,563	-39	$1,123,269	+50.8%	1.86%
ASUR	Asure Software Inc Technology	Held	138,871	0	$1,102,635	−7.7%	1.83%
KYN	Kayne Anderson Energy Infrastructure Fund, Inc. Financial Services	Added	78,545	+4,151	$1,086,277	+2.3%	1.80%
PAYX	Paychex Inc Technology	Reduced	10,526	-285	$1,035,021	+3.9%	1.71%
NLY	Annaly Capital Management Inc Real Estate	Added	41,174	+4,575	$920,650	+18.9%	1.53%
GLD	Spdr Gold Trust	Added	2,472	+50	$910,635	−12.6%	1.51%
UBCP	United Bancorp Inc /Oh/ Financial Services	Added	55,675	+12,500	$884,119	+34.6%	1.46%
AMZN	Amazon Com Inc Consumer Cyclical	Added	3,460	+125	$824,656	+18.7%	1.37%
PFE	Pfizer Inc Healthcare	Added	30,542	+1	$735,451	−14.2%	1.22%
GEV	GE Vernova Inc. Industrials	Reduced	521	-3	$612,102	+33.8%	1.01%
KMI	Kinder Morgan, Inc. Energy	NEW	17,491	NEW	$559,187	NEW	0.93%
TSLA	Tesla, Inc. Consumer Cyclical	Added	1,313	+43	$552,247	+17.0%	0.91%
GE	General Electric Co Industrials	Reduced	1,468	-12	$548,635	+30.6%	0.91%
SPY	Spdr S&P 500 ETF Trust	Added	734	+242	$548,129	+71.3%	0.91%
TSM	Taiwan Semiconductor Manufacturing Co Ltd Technology	Reduced	1,116	-50	$532,968	+35.3%	0.88%
COP	Conocophillips Energy	Held	5,108	0	$531,027	−21.2%	0.88%
EXG	Eaton Vance Tax-Managed Global Diversified Equity Income Fund Financial Services	Added	53,606	+14,234	$525,874	+54.2%	0.87%
TPL	Texas Pacific Land Corp Energy	NEW	1,161	NEW	$508,100	NEW	0.84%
JNJ	Johnson & Johnson Healthcare	Added	1,968	+1	$499,812	+4.0%	0.83%
INTC	Intel Corp Technology	NEW	3,552	NEW	$495,965	NEW	0.82%
PK	Park Hotels & Resorts Inc. Real Estate	Added	34,318	+6,648	$489,031	+67.8%	0.81%
MRK	Merck & Co., Inc. Healthcare	Reduced	3,422	-85	$439,727	+4.2%	0.73%
ABBV	AbbVie Inc. Healthcare	Held	1,664	0	$418,728	+15.7%	0.69%
AVGO	Broadcom Inc. Technology	Reduced	1,017	-265	$384,171	−3.2%	0.64%
QCOM	Qualcomm Inc/De Technology	Held	2,067	0	$381,960	+43.5%	0.63%
AMGN	Amgen Inc Healthcare	Held	1,044	0	$378,053	+2.9%	0.63%
HPS	John Hancock Preferred Income Fund III Financial Services	Added	25,836	+27	$375,655	+2.2%	0.62%
EVG	Eaton Vance Short Duration Diversified Income Fund Financial Services	Added	34,607	+6,924	$373,063	+26.1%	0.62%
MPC	Marathon Petroleum Corp Energy	Reduced	1,448	-20	$370,210	+3.3%	0.61%
PSX	Phillips 66 Energy	Reduced	2,103	-7	$355,512	−7.5%	0.59%
BMY	Bristol Myers Squibb Co Healthcare	Reduced	6,119	-165	$352,576	−7.5%	0.58%
MU	Micron Technology Inc Technology	NEW	300	NEW	$346,287	NEW	0.57%
KO	Coca Cola Co Consumer Defensive	Added	4,231	+152	$343,853	+10.8%	0.57%
AMD	Advanced Micro Devices Inc Technology	NEW	583	NEW	$338,670	NEW	0.56%
WMT	Walmart Inc. Consumer Defensive	Added	2,971	+50	$336,495	−7.3%	0.56%
KEY	Keycorp /New/ Financial Services	Added	14,146	+400	$326,065	+18.3%	0.54%
RCAT	Red Cat Holdings, Inc. Industrials	Reduced	30,200	-95	$321,630	−18.9%	0.53%
CAT	Caterpillar Inc Industrials	Held	290	0	$308,821	+50.3%	0.51%

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.