Post Resch Tallon Group Inc.
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 SPYHypothetical 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, 2025Top 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 |
|---|---|---|
| Technology | 23.4% | $12,127,471 |
| Unclassified | 15.0% | $7,742,853 |
| Healthcare | 13.3% | $6,909,982 |
| Financial Services | 13.3% | $6,886,615 |
| Real Estate | 13.1% | $6,782,798 |
| Energy | 6.8% | $3,503,051 |
| Communication Services | 4.9% | $2,528,553 |
| Industrials | 3.4% | $1,762,547 |
| Consumer Cyclical | 3.1% | $1,606,639 |
| Consumer Defensive | 1.8% | $916,005 |
| Basic Materials | 1.0% | $521,612 |
| Utilities | 0.9% | $478,398 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased
25 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| 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 | Open |
|---|---|---|---|---|---|
| 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 | Open |
|---|---|---|---|---|
| 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. | ||||
4 positions ·
$2,528,553 total
· Communication Services only
· as of Mar 31, 2026
All sectors
Basic Materials
Communication Services
Consumer Cyclical
Consumer Defensive
Energy
Financial Services
Healthcare
Industrials
Real Estate
Technology
Utilities
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| TMUS |
T-Mobile US, Inc.
Communication Services
|
Held | 9,738 | $2,045,272 | 80.89% | |
| VZ |
Verizon Communications Inc
Communication Services
|
NEW | 4,609 | $231,371 | 9.15% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
Added | 803 | $230,910 | 9.13% | |
| CDLX |
Cardlytics, Inc.
Communication Services
|
Held | 20,000 | $21,000 | 0.83% |