StockDriftsStockDriftsTop 50 Post Resch Tallon Group INC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| IVV | ISHARES TR | 11.11% | 21.1K | $16.2M | +5.64%(+1.13K) | $602.19(+27.87%) | 2026-09-30 | |
| IWV | ISHARES TR | 8.4% | 28.3K | $12.2M | +2.11%(+587) | $340.02(+27.45%) | 2026-09-30 | |
| QQQ | INVESCO QQQ TR | 6.52% | 12.8K | $9.5M | +12.29%(+1.40K) | $539.05(+33.27%) | 2026-09-30 | |
| IJR | ISHARES TR | 3.29% | 35.2K | $4.8M | +4.02%(+1.36K) | $117.71(+15.38%) | 2026-09-30 | |
| VIG | VANGUARD SPECIALIZED FUNDS | 3.28% | 20.5K | $4.8M | +15.75%(+2.79K) | $202.89(+18.80%) | 2026-09-30 | |
| COWZ | PACER FDS TR | 3% | 65.5K | $4.4M | +2.73%(+1.74K) | $57.60(+21.93%) | 2026-09-30 | |
| SPMD | SPDR SERIES TRUST | 2.78% | 64.2K | $4.0M | +5.93%(+3.59K) | $55.83(+13.59%) | 2026-09-30 | |
| BNL | BROADSTONE NET LEASE INC | 2.6% | 204.9K | $3.8M | -19.14%(-48.48K) | $17.43(+1.34%) | 2026-09-30 | |
| USRT | ISHARES TR | 2.37% | 56.0K | $3.4M | +6.23%(+3.28K) | $59.08(+4.22%) | 2026-09-30 | |
| PFF | ISHARES TR | 2.02% | 99.8K | $2.9M | +4.75%(+4.52K) | $31.71(-9.05%) | 2026-09-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (7 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — | +14.26% |
| Top 20 Holdings Unweighted | — | — | — | — | +10.05% |
Post Resch Tallon Group INC reports $145.66M in US-listed equity holdings across 138 positions in its most recent 13F filing. Its largest disclosed positions are IVV (11.1%), IWV (8.4%) and QQQ (6.5%). The top 20 holdings account for 62.22% of reported assets. Its disclosed equity book has returned +14.26% cumulatively over 7 quarters. Figures reflect the Q3 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Post Resch Tallon Group INC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 2054476). View Post Resch Tallon Group INC’s 13F filings on SEC