Post Resch Tallon Group Inc.

13F filer · CIK 0002054476

Reported Jul 7, 2026

Net buyer this quarter

13F portfolio value$145MU.S. long equity reported on 13F

Positions9419 new · 4 closed

Net flow last quarter+$4.09MBuys minus sells

Top 10 positions weight23.5%Concentration

Holdings

13F · last 4 quarters free

Scroll for earlier quarters

Company	Value	% of portfolio	% of company	POSITION CHANGE qoq %	First reported
Q2 2026Reported Jul 7, 202694 positions
QQQInvesco QQQ Trust, Series 1	$8.41M	5.82%	Not reported	+3.4%	Q4 2024
BNLBroadstone Net Lease, Inc.	$5.24M	3.62%	0.13%	+1.4%	Q4 2024
SPMDSupermedia Inc.	$4.09M	2.83%	Not reported	-0.1%	Q4 2024
USRTEnigma-Bulwark, Ltd.	$3.5M	2.42%	Not reported	-0.1%	Q4 2024
EXELExelixis, Inc.	$2.74M	1.90%	0.02%	-11.3%	Q4 2024
BRK.BBerkshire Hathaway Inc	$2.51M	1.73%	Not reported	-17.2%	Q4 2024
GLWCorning Inc	$2.28M	1.58%	0.00%	-1.6%	Q4 2024
MSFTMicrosoft Corp	$1.79M	1.24%	0.00%	+13.6%	Q4 2024
AAPLApple Inc.	$1.75M	1.21%	0.00%	+0.5%	Q4 2024
NVDANvidia Corp	$1.73M	1.19%	0.00%	+2.7%	Q4 2024
TMUST-Mobile US, Inc.	$1.63M	1.13%	0.00%	Not reported	Q4 2024
IBMInternational Business Machines Corp	$1.44M	1.00%	0.00%	+2.6%	Q4 2024
OHIOmega Healthcare Investors Inc	$1.37M	0.95%	0.01%	+9.3%	Q4 2024
CDXSCodexis, Inc.	$1.27M	0.88%	0.62%	-1.4%	Q4 2024
XOMExxonMobil Holdings Corp	$1.24M	0.86%	0.00%	+0.1%	Q4 2024
CSCOCisco Systems, Inc.	$1.12M	0.78%	0.00%	-0.4%	Q4 2024
ASURAsure Software Inc	$1.1M	0.76%	0.48%	Not reported	Q4 2024
KYNKayne Anderson Energy Infrastructure Fund, Inc.	$1.09M	0.75%	Not reported	+5.6%	Q4 2024
PAYXPaychex Inc	$1.04M	0.72%	0.00%	-2.6%	Q4 2024
NLYAnnaly Capital Management Inc	$921K	0.64%	0.01%	+12.5%	Q4 2024
GLDSPDR Gold Trust	$911K	0.63%	0.00%	+2.1%	Q4 2024
UBCPUnited Bancorp Inc	$884K	0.61%	0.97%	+29.0%	Q4 2024
AMZNAmazon Com Inc	$825K	0.57%	0.00%	+3.8%	Q4 2024
PFEPfizer Inc	$735K	0.51%	0.00%	0.0%	Q4 2024
GEVGE Vernova Inc.	$612K	0.42%	0.00%	-0.6%	Q1 2026
KMIKinder Morgan, Inc.	$559K	0.39%	0.00%	Not reported	Q4 2025
TSLATesla, Inc.	$552K	0.38%	0.00%	+3.4%	Q4 2024
GEGeneral Electric Co	$549K	0.38%	0.00%	-0.8%	Q2 2025
SPYSPDR S&P 500 ETF Trust	$548K	0.38%	Not reported	+49.2%	Q4 2024
TSMTaiwan Semiconductor Manufacturing Co Ltd	$533K	0.37%	0.00%	-4.3%	Q4 2024
COPConocophillips	$531K	0.37%	0.00%	Not reported	Q4 2024
EXGEaton Vance Tax-Managed Global Diversified Equity Income Fund	$526K	0.36%	Not reported	+36.2%	Q4 2024
TPLTexas Pacific Land Corp	$508K	0.35%	0.00%	New	Q2 2026
JNJJohnson & Johnson	$500K	0.35%	0.00%	+0.1%	Q4 2024
INTCIntel Corp	$496K	0.34%	0.00%	New	Q2 2026
PKPark Hotels & Resorts Inc.	$489K	0.34%	0.02%	+24.0%	Q4 2025
MRKMerck & Co., Inc.	$440K	0.30%	0.00%	-2.4%	Q4 2024
ICFICF International, Inc.	$433K	0.30%	Not reported	+2.4%	Q4 2024
ABBVAbbVie Inc.	$419K	0.29%	0.00%	Not reported	Q4 2024
AVGOBroadcom Inc.	$384K	0.27%	0.00%	-20.7%	Q4 2024
QCOMQualcomm Inc	$382K	0.26%	0.00%	Not reported	Q4 2024
AMGNAmgen Inc	$378K	0.26%	0.00%	Not reported	Q4 2024
HPSJohn Hancock Preferred Income Fund III	$376K	0.26%	Not reported	+0.1%	Q4 2024
EVGEaton Vance Short Duration Diversified Income Fund	$373K	0.26%	Not reported	+25.0%	Q4 2024
MPCMarathon Petroleum Corp	$370K	0.26%	0.00%	-1.4%	Q1 2026
PSXPhillips 66	$356K	0.25%	0.00%	-0.3%	Q4 2024
BMYBristol Myers Squibb Co	$353K	0.24%	0.00%	-2.6%	Q1 2025
MUMicron Technology Inc	$346K	0.24%	0.00%	New	Q2 2026
KOCoca Cola Co	$344K	0.24%	0.00%	+3.7%	Q4 2024
AMDAdvanced Micro Devices Inc	$339K	0.23%	0.00%	New	Q2 2026

Q1 2026Reported Apr 8, 202679 positions
QQQInvesco QQQ Trust, Series 1	$6.45M	5.21%	Not reported	+2.5%	Q4 2024
BNLBroadstone Net Lease, Inc.	$4.56M	3.68%	0.13%	-1.0%	Q4 2024
SPMDSupermedia Inc.	$3.61M	2.92%	Not reported	+6.0%	Q4 2024
USRTEnigma-Bulwark, Ltd.	$3.13M	2.53%	Not reported	+10.1%	Q4 2024
BRK.BBerkshire Hathaway Inc	$2.9M	2.34%	Not reported	-2.1%	Q4 2024
EXELExelixis, Inc.	$2.47M	1.99%	0.02%	+8.9%	Q4 2024
TMUST-Mobile US, Inc.	$2.02M	1.63%	0.00%	Not reported	Q4 2024
MSFTMicrosoft Corp	$1.57M	1.27%	0.00%	+16.8%	Q4 2024
AAPLApple Inc.	$1.53M	1.23%	0.00%	+9.1%	Q4 2024
XOMExxonMobil Holdings Corp	$1.5M	1.22%	0.00%	+4.8%	Q4 2024
NVDANvidia Corp	$1.48M	1.20%	0.00%	+4.3%	Q4 2024
GLWCorning Inc	$1.26M	1.02%	0.00%	+31.0%	Q4 2024
IBMInternational Business Machines Corp	$1.21M	0.98%	0.00%	+3.8%	Q4 2024
ASURAsure Software Inc	$1.19M	0.96%	0.48%	Not reported	Q4 2024
OHIOmega Healthcare Investors Inc	$1.15M	0.93%	0.01%	-1.3%	Q4 2024
GLDSPDR Gold Trust	$1.05M	0.85%	0.00%	+11.5%	Q4 2024
KYNKayne Anderson Energy Infrastructure Fund, Inc.	$1.05M	0.85%	Not reported	-1.9%	Q4 2024
PAYXPaychex Inc	$986K	0.80%	0.00%	+5.9%	Q4 2024
CDXSCodexis, Inc.	$975K	0.79%	0.63%	+11.7%	Q4 2024
PFEPfizer Inc	$864K	0.70%	0.00%	+0.1%	Q4 2024
DMRCDigimarc Corp	$801K	0.65%	0.75%	+17.6%	Q4 2024
NLYAnnaly Capital Management Inc	$776K	0.63%	0.01%	-0.8%	Q4 2024
CSCOCisco Systems, Inc.	$754K	0.61%	0.00%	-5.1%	Q4 2024
AMZNAmazon Com Inc	$702K	0.57%	0.00%	+4.9%	Q4 2024
COPConocophillips	$659K	0.53%	0.00%	Not reported	Q4 2024
UBCPUnited Bancorp Inc	$657K	0.53%	0.75%	+0.6%	Q4 2024
JNJJohnson & Johnson	$485K	0.39%	0.00%	+1.2%	Q4 2024
TSLATesla, Inc.	$477K	0.39%	0.00%	+4.0%	Q4 2024
GEVGE Vernova Inc.	$470K	0.38%	0.00%	New	Q1 2026
GEGeneral Electric Co	$431K	0.35%	0.00%	+54.2%	Q2 2025
MRKMerck & Co., Inc.	$427K	0.35%	0.00%	+3.2%	Q4 2024
AVGOBroadcom Inc.	$404K	0.33%	0.00%	-0.7%	Q4 2024
TSMTaiwan Semiconductor Manufacturing Co Ltd	$403K	0.33%	0.00%	Not reported	Q4 2024
BMYBristol Myers Squibb Co	$388K	0.31%	0.00%	+4.0%	Q1 2025
ICFICF International, Inc.	$388K	0.31%	Not reported	+4.3%	Q4 2024
RCATRed Cat Holdings, Inc.	$379K	0.31%	0.02%	+4.7%	Q2 2025
PSXPhillips 66	$379K	0.31%	0.00%	Not reported	Q4 2024
AMGNAmgen Inc	$370K	0.30%	0.00%	+0.8%	Q4 2024
ABBVAbbVie Inc.	$366K	0.30%	0.00%	Not reported	Q4 2024
HPSJohn Hancock Preferred Income Fund III	$365K	0.29%	Not reported	+0.1%	Q4 2024
WMTWalmart Inc.	$361K	0.29%	0.00%	+0.2%	Q4 2024
MPCMarathon Petroleum Corp	$353K	0.29%	0.00%	New	Q1 2026
EXGEaton Vance Tax-Managed Global Diversified Equity Income Fund	$346K	0.28%	Not reported	+0.6%	Q4 2024
SPYSPDR S&P 500 ETF Trust	$322K	0.26%	Not reported	Not reported	Q4 2024
PAASPan American Silver Corp	$316K	0.26%	0.00%	+35.7%	Q4 2025
KOCoca Cola Co	$309K	0.25%	0.00%	+4.0%	Q4 2024
SNDXSyndax Pharmaceuticals Inc	$302K	0.24%	0.01%	-45.2%	Q3 2025
VRTVertiv Holdings Co	$296K	0.24%	0.00%	New	Q1 2026
EVGEaton Vance Short Duration Diversified Income Fund	$295K	0.24%	Not reported	-1.6%	Q4 2024
PKPark Hotels & Resorts Inc.	$289K	0.23%	0.01%	-7.0%	Q4 2025

Q4 2025Reported Jan 9, 202670 positions
QQQInvesco QQQ Trust, Series 1	$6.63M	5.60%	Not reported	+8.8%	Q4 2024
BNLBroadstone Net Lease, Inc.	$4.39M	3.71%	0.13%	-15.7%	Q4 2024
SPMDSupermedia Inc.	$3.31M	2.80%	Not reported	+21.8%	Q4 2024
BRK.BBerkshire Hathaway Inc	$3.1M	2.62%	Not reported	-1.1%	Q4 2024
USRTEnigma-Bulwark, Ltd.	$2.73M	2.31%	Not reported	+32.3%	Q4 2024
EXELExelixis, Inc.	$2.29M	1.93%	0.02%	-27.5%	Q4 2024
TMUST-Mobile US, Inc.	$1.98M	1.67%	0.00%	Not reported	Q4 2024
MSFTMicrosoft Corp	$1.74M	1.47%	0.00%	+9.8%	Q4 2024
NVDANvidia Corp	$1.5M	1.27%	0.00%	+7.2%	Q4 2024
AAPLApple Inc.	$1.5M	1.26%	0.00%	-2.9%	Q4 2024
IBMInternational Business Machines Corp	$1.43M	1.20%	0.00%	+21.8%	Q4 2024
ASURAsure Software Inc	$1.31M	1.10%	0.49%	-2.1%	Q4 2024
OHIOmega Healthcare Investors Inc	$1.18M	1.00%	0.01%	-3.5%	Q4 2024
PAYXPaychex Inc	$1.14M	0.97%	0.00%	+86.5%	Q4 2024
XOMExxonMobil Holdings Corp	$1.04M	0.88%	0.00%	+16.2%	Q4 2024
KYNKayne Anderson Energy Infrastructure Fund, Inc.	$939K	0.79%	Not reported	+0.2%	Q4 2024
DMRCDigimarc Corp	$910K	0.77%	0.63%	-9.1%	Q4 2024
GLDSPDR Gold Trust	$861K	0.73%	0.00%	-3.8%	Q4 2024
CDXSCodexis, Inc.	$834K	0.70%	0.57%	-8.6%	Q4 2024
NLYAnnaly Capital Management Inc	$825K	0.70%	0.01%	Not reported	Q4 2024
CSCOCisco Systems, Inc.	$779K	0.66%	0.00%	-1.2%	Q4 2024
PFEPfizer Inc	$760K	0.64%	0.00%	+85.4%	Q4 2024
AMZNAmazon Com Inc	$734K	0.62%	0.00%	-7.7%	Q4 2024
UBCPUnited Bancorp Inc	$616K	0.52%	0.75%	-5.5%	Q4 2024
GLWCorning Inc	$607K	0.51%	0.00%	+23.1%	Q4 2024
TSLATesla, Inc.	$549K	0.46%	0.00%	+1.0%	Q4 2024
KMIKinder Morgan, Inc.	$485K	0.41%	0.00%	New	Q4 2025
SNDXSyndax Pharmaceuticals Inc	$479K	0.40%	0.03%	-11.6%	Q3 2025
COPConocophillips	$478K	0.40%	0.00%	Not reported	Q4 2024
AVGOBroadcom Inc.	$447K	0.38%	0.00%	-2.1%	Q4 2024
JNJJohnson & Johnson	$402K	0.34%	0.00%	-3.0%	Q4 2024
ABBVAbbVie Inc.	$380K	0.32%	0.00%	-3.3%	Q4 2024
EXGEaton Vance Tax-Managed Global Diversified Equity Income Fund	$373K	0.32%	Not reported	+5.3%	Q4 2024
HPSJohn Hancock Preferred Income Fund III	$372K	0.31%	Not reported	+1.5%	Q4 2024
MRKMerck & Co., Inc.	$358K	0.30%	0.00%	-0.4%	Q4 2024
ICFICF International, Inc.	$357K	0.30%	Not reported	-0.9%	Q4 2024
TSMTaiwan Semiconductor Manufacturing Co Ltd	$354K	0.30%	0.00%	+1.8%	Q4 2024
AMGNAmgen Inc	$339K	0.29%	0.00%	+4.5%	Q4 2024
SPYSPDR S&P 500 ETF Trust	$336K	0.28%	Not reported	-2.8%	Q4 2024
BMYBristol Myers Squibb Co	$326K	0.28%	0.00%	+6.7%	Q1 2025
WMTWalmart Inc.	$325K	0.27%	0.00%	+1.3%	Q4 2024
PKPark Hotels & Resorts Inc.	$311K	0.26%	0.01%	New	Q4 2025
EVGEaton Vance Short Duration Diversified Income Fund	$307K	0.26%	Not reported	-0.2%	Q4 2024
PLTRPalantir Technologies Inc.	$299K	0.25%	0.00%	-1.8%	Q4 2024
GEGeneral Electric Co	$296K	0.25%	0.00%	+12.0%	Q2 2025
KEYKeycorp	$287K	0.24%	0.00%	Not reported	Q4 2024
KOCoca Cola Co	$274K	0.23%	0.00%	+4.0%	Q4 2024
PSXPhillips 66	$272K	0.23%	0.00%	Not reported	Q4 2024
HDHome Depot, Inc.	$266K	0.22%	0.00%	+6.8%	Q4 2024
METMetlife Inc	$241K	0.20%	0.00%	-0.5%	Q4 2024

Q3 2025Reported Nov 5, 202570 positions
QQQInvesco QQQ Trust, Series 1	$5.95M	5.27%	Not reported	-0.4%	Q4 2024
BNLBroadstone Net Lease, Inc.	$5.35M	4.74%	0.16%	+0.9%	Q4 2024
BRK.BBerkshire Hathaway Inc	$3.14M	2.78%	Not reported	+1.1%	Q4 2024
EXELExelixis, Inc.	$2.97M	2.63%	0.03%	-1.2%	Q4 2024
SPMDSupermedia Inc.	$2.69M	2.38%	Not reported	-0.5%	Q4 2024
TMUST-Mobile US, Inc.	$2.33M	2.06%	0.00%	Not reported	Q4 2024
USRTEnigma-Bulwark, Ltd.	$2.13M	1.88%	Not reported	+2.8%	Q4 2024
MSFTMicrosoft Corp	$1.7M	1.51%	0.00%	+2.0%	Q4 2024
DMRCDigimarc Corp	$1.49M	1.32%	Not reported	+20.3%	Q4 2024
AAPLApple Inc.	$1.45M	1.28%	0.00%	+1.0%	Q4 2024
NVDANvidia Corp	$1.4M	1.24%	0.00%	+7.5%	Q4 2024
CDXSCodexis, Inc.	$1.37M	1.21%	0.62%	+19.8%	Q4 2024
OHIOmega Healthcare Investors Inc	$1.16M	1.03%	0.01%	-7.6%	Q4 2024
ASURAsure Software Inc	$1.16M	1.03%	0.51%	Not reported	Q4 2024
IBMInternational Business Machines Corp	$1.12M	0.99%	0.00%	Not reported	Q4 2024
KYNKayne Anderson Energy Infrastructure Fund, Inc.	$936K	0.83%	Not reported	-0.1%	Q4 2024
XOMExxonMobil Holdings Corp	$838K	0.74%	0.00%	+2.7%	Q4 2024
GLDSPDR Gold Trust	$802K	0.71%	0.00%	Not reported	Q4 2024
AMZNAmazon Com Inc	$756K	0.67%	0.00%	-1.0%	Q4 2024
NLYAnnaly Capital Management Inc	$746K	0.66%	0.01%	+1.1%	Q4 2024
CSCOCisco Systems, Inc.	$701K	0.62%	0.00%	-1.9%	Q4 2024
PAYXPaychex Inc	$694K	0.61%	0.00%	+0.1%	Q4 2024
UBCPUnited Bancorp Inc	$635K	0.56%	0.79%	Not reported	Q4 2024
TSLATesla, Inc.	$538K	0.48%	0.00%	+45.5%	Q4 2024
COPConocophillips	$483K	0.43%	0.00%	Not reported	Q4 2024
GLWCorning Inc	$462K	0.41%	0.00%	-2.6%	Q4 2024
AVGOBroadcom Inc.	$435K	0.38%	0.00%	-1.6%	Q4 2024
PFEPfizer Inc	$419K	0.37%	0.00%	Not reported	Q4 2024
ABBVAbbVie Inc.	$398K	0.35%	0.00%	Not reported	Q4 2024
SNDXSyndax Pharmaceuticals Inc	$397K	0.35%	0.03%	New	Q3 2025
HPSJohn Hancock Preferred Income Fund III	$392K	0.35%	Not reported	+6.4%	Q4 2024
ICFICF International, Inc.	$372K	0.33%	Not reported	Not reported	Q4 2024
JNJJohnson & Johnson	$371K	0.33%	0.00%	-0.3%	Q4 2024
EXGEaton Vance Tax-Managed Global Diversified Equity Income Fund	$338K	0.30%	Not reported	-6.8%	Q4 2024
SPYSPDR S&P 500 ETF Trust	$337K	0.30%	Not reported	+0.2%	Q4 2024
TSMTaiwan Semiconductor Manufacturing Co Ltd	$320K	0.28%	0.00%	+21.2%	Q4 2024
EVGEaton Vance Short Duration Diversified Income Fund	$319K	0.28%	Not reported	+0.5%	Q4 2024
PLTRPalantir Technologies Inc.	$312K	0.28%	0.00%	-44.1%	Q4 2024
WMTWalmart Inc.	$297K	0.26%	0.00%	Not reported	Q4 2024
HDHome Depot, Inc.	$293K	0.26%	0.00%	Not reported	Q4 2024
RCATRed Cat Holdings, Inc.	$291K	0.26%	0.02%	+33.2%	Q2 2025
PSXPhillips 66	$287K	0.25%	0.00%	-28.2%	Q4 2024
MRKMerck & Co., Inc.	$286K	0.25%	0.00%	-0.5%	Q4 2024
AMGNAmgen Inc	$280K	0.25%	0.00%	Not reported	Q4 2024
KEYKeycorp	$260K	0.23%	0.00%	Not reported	Q4 2024
GEGeneral Electric Co	$258K	0.23%	0.00%	Not reported	Q2 2025
BMYBristol Myers Squibb Co	$256K	0.23%	0.00%	Not reported	Q1 2025
METMetlife Inc	$253K	0.22%	0.00%	Not reported	Q4 2024
KOCoca Cola Co	$250K	0.22%	0.00%	+0.1%	Q4 2024
PCYNProcyon Corp	$246K	0.22%	0.14%	Not reported	Q4 2024

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