Post Resch Tallon Group Inc.

CIK

2054476

Location

PITTSFORD, NY

Portfolio Value

Micro $61,599,302

Diversification

Diversified

Filing Date

Global Rank

#206 / 295 ▲ 6586

Top Industry

REIT - Diversified 10.2%

3Y Alpha vs SPY

-7.7%

Period ended 9 days ago

Filed Jul 7, 2026 · 2d

7 quarters · since Dec 2024

Clone Performance

Feb 2025–Jul 2026 · vs SPY

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

Cloned portfolio

+13.1%

SPY

+24.4%

Annualised alpha

-7.7%

Max drawdown

−20.0%

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

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

Top Position

13.7%

+1.4 pts

Top 5

34.4%

−0.8 pts

Top 10

47.9%

−1.3 pts

HHI

400

Diversified+4

Portfolio Trend

7 quarters · across all stocks

Sector Breakdown

As of Jun 30, 2026

Sector	% Portfolio	Value	Positions
Technology	24.0%	$14,807,775	15
Unclassified	16.3%	$10,012,245	4
Real Estate	13.3%	$8,196,283	5
Healthcare	12.9%	$7,971,550	15
Financial Services	12.6%	$7,746,108	16
Energy	7.1%	$4,346,433	10
Communication Services	3.8%	$2,343,119	4
Consumer Cyclical	3.4%	$2,078,126	6
Industrials	3.3%	$2,030,584	5
Consumer Defensive	1.5%	$948,649	3
Basic Materials	1.1%	$662,454	3
Utilities	0.7%	$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
GLD	Spdr Gold Trust	+50	2,472	$910,635
WMT	Walmart Inc.	+50	2,971	$336,495
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

4 positions

Ticker	Company	Shares	Value
DMRC	Digimarc Corp	164,165	$806,050
MQ	Marqeta, Inc.	27,500	$448,800
PLTR	Palantir Technologies Inc.	1,500	$219,420
CDLX	Cardlytics, Inc.	20,000	$21,000
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

88 positions · $61,599,302 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 88 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%	13.66%
BNL	Broadstone Net Lease, Inc. Real Estate	Added	253,362	+3,394	$5,236,992	+14.7%	8.50%
EXEL	Exelixis, Inc. Healthcare	Reduced	50,397	-6,400	$2,742,100	+12.6%	4.45%
BRK-B	Berkshire Hathaway Inc Financial Services	Reduced	5,008	-1,040	$2,505,953	−13.5%	4.07%
GLW	Corning Inc /Ny Technology	Reduced	8,943	-145	$2,284,310	+84.9%	3.71%
MSFT	Microsoft Corp Technology	Added	4,790	+575	$1,786,765	+14.5%	2.90%
AAPL	Apple Inc. Technology	Added	6,037	+28	$1,746,866	+14.5%	2.84%
NVDA	Nvidia Corp Technology	Added	8,632	+227	$1,727,176	+17.8%	2.80%
TMUS	T-Mobile US, Inc. Communication Services	Held	9,738	0	$1,633,354	−20.1%	2.65%
IBM	International Business Machines Corp Technology	Added	5,125	+130	$1,441,201	+19.0%	2.34%
OHI	Omega Healthcare Investors Inc Real Estate	Added	28,685	+2,431	$1,367,700	+18.9%	2.22%
CDXS	Codexis, Inc. Healthcare	Reduced	563,478	-8,000	$1,273,460	+36.7%	2.07%
XOM	Exxon Mobil Corp Energy	Added	9,052	+5	$1,237,589	−19.4%	2.01%
CSCO	Cisco Systems, Inc. Technology	Reduced	9,563	-39	$1,123,269	+50.8%	1.82%
ASUR	Asure Software Inc Technology	Held	138,871	0	$1,102,635	−7.7%	1.79%
KYN	Kayne Anderson Energy Infrastructure Fund, Inc. Financial Services	Added	78,545	+4,151	$1,086,277	+2.3%	1.76%
PAYX	Paychex Inc Technology	Reduced	10,526	-285	$1,035,021	+3.9%	1.68%
NLY	Annaly Capital Management Inc Real Estate	Added	41,174	+4,575	$920,650	+18.9%	1.49%
GLD	Spdr Gold Trust	Added	2,472	+50	$910,635	−12.6%	1.48%
UBCP	United Bancorp Inc /Oh/ Financial Services	Added	55,675	+12,500	$884,119	+34.6%	1.44%
AMZN	Amazon Com Inc Consumer Cyclical	Added	3,460	+125	$824,656	+18.7%	1.34%
PFE	Pfizer Inc Healthcare	Added	30,542	+1	$735,451	−14.2%	1.19%
GEV	GE Vernova Inc. Industrials	Reduced	521	-3	$612,102	+33.8%	0.99%
KMI	Kinder Morgan, Inc. Energy	NEW	17,491	NEW	$559,187	NEW	0.91%
TSLA	Tesla, Inc. Consumer Cyclical	Added	1,313	+43	$552,247	+17.0%	0.90%
GE	General Electric Co Industrials	Reduced	1,468	-12	$548,635	+30.6%	0.89%
SPY	Spdr S&P 500 ETF Trust	Added	734	+242	$548,129	+71.3%	0.89%
TSM	Taiwan Semiconductor Manufacturing Co Ltd Technology	Reduced	1,116	-50	$532,968	+35.3%	0.87%
COP	Conocophillips Energy	Held	5,108	0	$531,027	−21.2%	0.86%
EXG	Eaton Vance Tax-Managed Global Diversified Equity Income Fund Financial Services	Added	53,606	+14,234	$525,874	+54.2%	0.85%
TPL	Texas Pacific Land Corp Energy	NEW	1,161	NEW	$508,100	NEW	0.82%
JNJ	Johnson & Johnson Healthcare	Added	1,968	+1	$499,812	+4.0%	0.81%
INTC	Intel Corp Technology	NEW	3,552	NEW	$495,965	NEW	0.81%
PK	Park Hotels & Resorts Inc. Real Estate	Added	34,318	+6,648	$489,031	+67.8%	0.79%
MRK	Merck & Co., Inc. Healthcare	Reduced	3,422	-85	$439,727	+4.2%	0.71%
ABBV	AbbVie Inc. Healthcare	Held	1,664	0	$418,728	+15.7%	0.68%
AVGO	Broadcom Inc. Technology	Reduced	1,017	-265	$384,171	−3.2%	0.62%
QCOM	Qualcomm Inc/De Technology	Held	2,067	0	$381,960	+43.5%	0.62%
AMGN	Amgen Inc Healthcare	Held	1,044	0	$378,053	+2.9%	0.61%
HPS	John Hancock Preferred Income Fund III Financial Services	Added	25,836	+27	$375,655	+2.2%	0.61%
EVG	Eaton Vance Short Duration Diversified Income Fund Financial Services	Added	34,607	+6,924	$373,063	+26.1%	0.61%
MPC	Marathon Petroleum Corp Energy	Reduced	1,448	-20	$370,210	+3.3%	0.60%
PSX	Phillips 66 Energy	Reduced	2,103	-7	$355,512	−7.5%	0.58%
BMY	Bristol Myers Squibb Co Healthcare	Reduced	6,119	-165	$352,576	−7.5%	0.57%
MU	Micron Technology Inc Technology	NEW	300	NEW	$346,287	NEW	0.56%
KO	Coca Cola Co Consumer Defensive	Added	4,231	+152	$343,853	+10.8%	0.56%
AMD	Advanced Micro Devices Inc Technology	NEW	583	NEW	$338,670	NEW	0.55%
WMT	Walmart Inc. Consumer Defensive	Added	2,971	+50	$336,495	−7.3%	0.55%
KEY	Keycorp /New/ Financial Services	Added	14,146	+400	$326,065	+18.3%	0.53%
RCAT	Red Cat Holdings, Inc. Industrials	Reduced	30,200	-95	$321,630	−18.9%	0.52%