Post Resch Tallon Group Inc. 13F Holdings · Q3 2026
Post Resch Tallon Group Inc. reported 138 securities worth $145.66M in its SEC 13F filing for Q3 2026 (period ended 2026-09-30). Top holdings: IVV (11.11%), IWV (8.40%), QQQ (6.52%). Among its top 25 positions this quarter: 20 added, 4 trimmed.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | IVV | ISHARES TR | $16.2M | 11.11% | 21,133 | Added |
| 2 | IWV | ISHARES TR | $12.2M | 8.40% | 28,344 | Added |
| 3 | QQQ | INVESCO QQQ TR | $9.5M | 6.52% | 12,830 | Added |
| 4 | IJR | ISHARES TR | $4.8M | 3.29% | 35,200 | Added |
| 5 | VIG | VANGUARD SPECIALIZED FUNDS | $4.8M | 3.28% | 20,499 | Added |
| 6 | COWZ | PACER FDS TR | $4.4M | 3.00% | 65,472 | Added |
| 7 | SPMD | SPDR SERIES TRUST | $4.0M | 2.78% | 64,204 | Added |
| 8 | BNL | BROADSTONE NET LEASE INC | $3.8M | 2.60% | 204,881 | Trimmed |
| 9 | USRT | ISHARES TR | $3.4M | 2.37% | 55,983 | Added |
| 10 | PFF | ISHARES TR | $2.9M | 2.02% | 99,820 | Added |
| 11 | VEU | VANGUARD INTL EQUITY INDEX F | $2.8M | 1.89% | 33,146 | Trimmed |
| 12 | ARKK | ARK ETF TR | $2.7M | 1.88% | 30,717 | Added |
| 13 | PWB | INVESCO EXCHANGE TRADED FD T | $2.7M | 1.84% | 16,562 | Added |
| 14 | DGRO | ISHARES TR | $2.5M | 1.74% | 33,700 | Added |
| 15 | BRKB | BERKSHIRE HATHAWAY INC DEL | $2.5M | 1.72% | 5,018 | Added |
| 16 | MSFT | MICROSOFT CORP | $2.5M | 1.70% | 4,822 | Added |
| 17 | IWP | ISHARES TR | $2.5M | 1.69% | 17,917 | Added |
| 18 | IWY | ISHARES TR | $2.3M | 1.61% | 7,938 | Added |
| 19 | AAPL | APPLE INC | $2.1M | 1.41% | 6,183 | Added |
| 20 | NVDA | NVIDIA CORPORATION | $2.0M | 1.37% | 8,752 | Added |
| 21 | JEPI | J P MORGAN EXCHANGE TRADED F | $1.7M | 1.17% | 30,440 | Trimmed |
| 22 | COWG | PACER FDS TR | $1.6M | 1.13% | 41,183 | Trimmed |
| 23 | TMUS | T-MOBILE US INC | $1.6M | 1.09% | 9,738 | Hold |
| 24 | OHI | OMEGA HEALTHCARE INVS INC | $1.3M | 0.91% | 28,717 | Added |
| 25 | VB | VANGUARD INDEX FDS | $1.3M | 0.87% | 4,442 | Added |
Source: SEC Form 13F filings · as of 2026-09-30
Every position in this 13F-HR, with its change from the prior quarter.
13F holdings, latest quarter
SourceSEC EDGAR13F-HR