StockDriftsStockDriftsTop 50 Post Resch Tallon Group Inc. Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| IVV | ISHARES TR | 10.68% | 20.1K | $13.2M | +2.54%(+498) | $593.44(+26.12%) | 2026-03-31 | |
| IWV | ISHARES TR | 8.47% | 28.1K | $10.5M | +4.09%(+1.10K) | $338.14(+25.76%) | 2026-03-31 | |
| QQQ | INVESCO QQQ TR | 5.21% | 11.1K | $6.4M | +2.47%(+266) | $510.13(+39.69%) | 2026-03-31 | |
| BNL | BROADSTONE NET LEASE INC | 3.68% | 250.0K | $4.6M | -1.03%(-2.59K) | $17.40(+22.15%) | 2026-03-31 | |
| IJR | ISHARES TR | 3.45% | 34.2K | $4.3M | +5.03%(+1.64K) | $116.73(+25.49%) | 2026-03-31 | |
| COWZ | PACER FDS TR | 3.13% | 61.9K | $3.9M | +3.18%(+1.91K) | $57.27(+11.38%) | 2026-03-31 | |
| VIG | VANGUARD SPECIALIZED FUNDS | 2.98% | 17.1K | $3.7M | -0.09%(-15) | $196.90(+21.19%) | 2026-03-31 | |
| SPMD | SPDR SERIES TRUST | 2.92% | 60.6K | $3.6M | +6.00%(+3.43K) | $55.27(+20.59%) | 2026-03-31 | |
| USRT | ISHARES TR | 2.53% | 52.8K | $3.1M | +10.06%(+4.82K) | $58.77(+14.78%) | 2026-03-31 | |
| BRK.B | BERKSHIRE HATHAWAY INC DEL | 2.34% | 6.0K | $2.9M | -2.07%(-128) | $457.57(+10.97%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +1.39% | +4.22% |
| Top 20 Holdings Unweighted | -0.36% | -1.09% |
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