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Post Resch Tallon Group - Q1 2026 13F Filings

PO

Post Resch Tallon Group Inc.

CIK: 0002054476
Address: New York Pittsford 1163 Pittsford-Victor Rd Building 4, Suite 240
$123.72 M
Portfolio Value
120
Assets Held
Reporting Period: Q1 2026
Filing Status:
Active
Last Updated: 07/07/2026

Portfolio Summary (Q1 2026)

View Full Portfolio Analysis

Top Buys

Q1 2026
1. PWB Invesco Large Cap Growth Etf
+$939,748
2. GEV Ge Vernova
+$469,877
3. IWV Ishares Russell 3000 Etf
+$412,100.98
4. MPC Marathon Petroleum Corporation
+$353,403
5. IVV Ishares Core S&P 500 Etf
+$327,685.84

Top Sells

Q1 2026
1. KMI Kinder Morgan
−$484,511
2. ESGV Vanguard Esg Us Stock Etf
−$263,814
3. SNDX Syndax Pharmaceuticals
−$249,157
4. IVW Ishares S&P 500 Growth Etf
−$220,019
5. ABT Abbott Laboratories
−$219,508

Asset Allocation

Stocks/ETFs
+4.00%
$123.13 M 99.52%
Options
+100.00%
$13,575 0.01%
Debt
+100.00%
$579,214 0.47%
Other
$0 0.00%

Sector Allocation (Stocks)

Post Resch Tallon Group Q1 2026 Filing Summary

Post Resch Tallon Group Inc. filed its 13F report for Q1 2026 on April 08, 2026. The portfolio totaled 123.72 M reflecting a +4.50% change from the prior quarter, spanning 120 assets. The top 10 holdings comprised 45.6% of the portfolio, with Financials as the largest sector allocation. Quarterly activity included 15 new positions and 7 complete exits.

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Data Summary

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Issuer Name Class Value Shares Option Type

FAQs for Post Resch Tallon Group’s Q1 2026 Filing

Post Resch Tallon Group submitted their Form 13F-HR for the Q1 2026 period on 04/08/2026. This was the only submission for the quarter.

In the Q1 2026 filing, Post Resch Tallon Group reported a managed portfolio value of 123.72 M, consisting of 120 individual positions.

This page displays the raw filing documents. To see which stocks Post Resch Tallon Group bought or sold during Q1 2026, please visit Post Resch Tallon Group's Portfolio Analysis page.