SEC 13F Intelligence

Managers / Q2 2026

Post Resch Tallon Group Inc.

CIK 0002054476 · 1163 PITTSFORD-VICTOR RD, BUILDING 4, SUITE 240, PITTSFORD, NY, 14534 · 5852491030

Reported Value
$145M
Q2 2026
Positions
138
Filings on Record
7
2019–present window
Filed
Jul 7, 2026
original filing

Summary

Post Resch Tallon Group Inc. reported $145M in U.S.-listed holdings across 138 positions for Q2 2026.

Its largest position, Ishares Tr, represents 10.4% of the portfolio.

Compared with Q1 2026, the fund opened 25 new positions and exited 5.

Portfolio Metrics

Turnover
+2.9%
vs prior filed quarter
Top-10 Concentration
+44.4%
share of reported value
Largest Position
+10.4%
Ishares Tr
New / Exited
25 / 5
positions this quarter

Methodology: turnover is min(value bought, value sold) ÷ average reported value across the two quarters — value-based, so market moves inflate it slightly versus a share-based measure. Concentration and largest position are shares of the filing’s total reported value, options excluded. New/exited counts compare against the prior filed quarter. All figures derive solely from the fund’s 13F filings.

Reported Value by Quarter

13F Reported Value
Q4 ’24: $104MQ4 ’24Q1 ’25: $98MQ1 ’25Q2 ’25: $104MQ2 ’25Q3 ’25: $113MQ3 ’25Q4 ’25: $118MQ4 ’25Q1 ’26: $124MQ1 ’26Q2 ’26: $145MQ2 ’26filingsflow.com

Portfolio Composition

By security type
ETP: 63.9%Common Stock: 27.2%REIT: 5.7%Closed-End Fund: 2.5%ADR: 0.6%Other: 0.1%
  • ETP · 63.9% · $92M
  • Common Stock · 27.2% · $39M
  • REIT · 5.7% · $8M
  • Closed-End Fund · 2.5% · $4M
  • ADR · 0.6% · $850,594
  • Other · 0.1% · $210,392

Quarter-over-Quarter Changes full breakdown →

vs Q1 2026 (amended baseline)

IssuerMoveShare ΔShares nowValue ΔValue now
KMIKINDER MORGAN INC DELNEW+17.5K17.5K+$559,187$559,187
TPLTEXAS PACIFIC LAND CORPORATINEW+1.2K1.2K+$508,018$508,018
INTCINTEL CORPNEW+3.6K3.6K+$495,966$495,966
MUMICRON TECHNOLOGY INCNEW+300300+$346,287$346,287
AMDADVANCED MICRO DEVICES INCNEW+583583+$338,671$338,671
VANGUARD INDEX FDSNEW+486486+$333,872$333,872
CRWDCROWDSTRIKE HLDGS INCNEW+422422+$322,045$322,045
TIDAL TRUST IIINEW+12.3K12.3K+$306,115$306,115

Value changes conflate price moves with buying and selling — share changes are the real signal. Share counts are not split-adjusted.

Holdings — Q2 2026

40 positions
#IssuerClass% PortfolioValueShares
1ISHARES TRCORE S&P500 ETF · RUSSELL 3000 ETF · CORE S&P SCP ETF · CRE U S REIT ETF · PFD AND INCM SEC · RUS MD CP GR ETF · CORE DIV GRWTH · RUS TP200 GR ETF · MSCI USA MIN ETF31.90%$46M293.8K
2NDQINVESCO QQQ TRhistory →UNIT SER 15.82%$8M11.4K
3PACER FDS TRUS CASH COWS 100 · US LRG CP CASH3.90%$6M105.3K
4BNLBROADSTONE NET LEASE INChistory →COM3.62%$5M253.4K
5VANGUARD SPECIALIZED FUNDSDIV APP ETF2.90%$4M17.7K
6SPDR SERIES TRUSTST STR P400MID2.83%$4M60.6K
7ARK ETF TRINNOVATION ETF · GENOMIC REV ETF2.33%$3M52.1K
8VANGUARD INTL EQUITY INDEX FALLWRLD EX US1.95%$3M33.6K
9EX9EXELIXIS INChistory →COM1.90%$3M50.4K
10BRK/BBERKSHIRE HATHAWAY INC DELhistory →CL B NEW1.73%$3M5.0K
11INVESCO EXCHANGE TRADED FD TLARG CAP GRO ETF1.59%$2M13.6K
12GLWCORNING INChistory →COM1.58%$2M8.9K
13MSFTMICROSOFT CORPhistory →COM1.24%$2M4.8K
14AAPLAPPLE INChistory →COM1.21%$2M6.0K
15NVDANVIDIA CORPORATIONhistory →COM1.19%$2M8.6K
16J P MORGAN EXCHANGE TRADED FEQUITY PREMIUM1.19%$2M30.5K
17TMUST-MOBILE US INChistory →COM1.13%$2M9.7K
18IBMINTERNATIONAL BUSINESS MACHSCOM1.00%$1M5.1K
19OMEGA HEALTHCARE INVS INCCOM0.95%$1M28.7K
20VANGUARD INDEX FDSSMALL CP ETF0.90%$1M4.3K
21CDXSCODEXIS INCCOM0.88%$1M563.5K
22EXMOCEXXON MOBIL CORPCOM0.86%$1M9.1K
23CSCOCISCO SYS INCCOM0.78%$1M9.6K
24VTE1ASURE SOFTWARE INCCOM0.76%$1M138.9K
25KYNEURKAYNE ANDERSON ENERGY INFRSTCOM0.75%$1M78.5K
26PAYXPAYCHEX INCCOM0.72%$1M10.5K
27FIDELITY MERRIMACK STR TRTOTAL BD ETF0.71%$1M22.5K
28NLYANNALY CAPITAL MANAGEMENT INCOM NEW0.64%$920,64741.2K
29GQ9SPDR GOLD TRGOLD SHS0.63%$910,6352.5K
30UBCPUNITED BANCORP INC OHIOCOM0.61%$884,11455.7K
31AMZNAMAZON COM INCCOM0.57%$824,6563.5K
32PFEPFIZER INCCOM0.51%$735,44730.5K
33WISDOMTREE TRUS LARGECAP DIVD0.47%$682,4277.1K
34SPDR INDEX SHS FDSST PORT MARK ETF0.43%$628,41712.1K
35GEVGE VERNOVA INCCOM0.42%$612,102521
36VANGUARD BD INDEX FDSTOTAL BND MRKT0.42%$608,2468.3K
37LEADSIREN ETF TRDIVCN LDRS ETF0.42%$601,7156.6K
38KMIKINDER MORGAN INC DELCOM0.39%$559,18717.5K
39TSLATESLA INCCOM0.38%$552,2481.3K
40GE AEROSPACECOM NEW0.38%$548,6361.5K

Filing History

QuarterReported ValuePositionsFiledTypeLinks
Q2 2026$145M138Jul 7, 202613F-HRchanges · EDGAR ↗
Q1 2026$124M120Apr 8, 202613F-HRchanges · EDGAR ↗
Q4 2025$118M109Jan 9, 202613F-HRchanges · EDGAR ↗
Q3 2025$113M109Nov 5, 202513F-HRchanges · EDGAR ↗
Q2 2025$104M100Jul 9, 202513F-HRchanges · EDGAR ↗
Q1 2025$98M102Apr 23, 202513F-HRchanges · EDGAR ↗
Q4 2024$104M106Feb 4, 202513F-HRchanges · EDGAR ↗

13F filings are due up to 45 days after quarter end, so holdings shown here lag the fund’s current book. Source: original SEC filing on EDGAR ↗.