Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Post Resch Tallon Group Inc. (CIK 2054476) reported $144.6M across 138 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: IVV ($15.0M, 10.36%), IWV ($11.8M, 8.19%), QQQ ($8.4M, 5.82%), BNL ($5.2M, 3.62%), IJR ($5.0M, 3.47%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | IVV | ISHARES TR | $15.0M | 10.36% | 20,005 | Trimmed |
| 2 | IWV | ISHARES TR | $11.8M | 8.19% | 27,757 | Trimmed |
| 3 | QQQ | INVESCO QQQ TR | $8.4M | 5.82% | 11,426 | Added |
| 4 | BNL | BROADSTONE NET LEASE INC | $5.2M | 3.62% | 253,362 | Added |
| 5 | IJR | ISHARES TR | $5.0M | 3.47% | 33,841 | Trimmed |
| 6 | VIG | VANGUARD SPECIALIZED FUNDS | $4.2M | 2.90% | 17,710 | Added |
| 7 | SPMD | SPDR SERIES TRUST | $4.1M | 2.83% | 60,612 | Trimmed |
| 8 | COWZ | PACER FDS TR | $4.0M | 2.74% | 63,735 | Added |
| 9 | USRT | ISHARES TR | $3.5M | 2.42% | 52,702 | Trimmed |
| 10 | PFF | ISHARES TR | $2.9M | 2.01% | 95,296 | Added |
| 11 | VEU | VANGUARD INTL EQUITY INDEX F | $2.8M | 1.95% | 33,644 | Trimmed |
| 12 | EXEL | EXELIXIS INC | $2.7M | 1.90% | 50,397 | Trimmed |
| 13 | IWP | ISHARES TR | $2.5M | 1.74% | 17,207 | Added |
| 14 | BRK/B | BERKSHIRE HATHAWAY INC DEL | $2.5M | 1.73% | 5,008 | Trimmed |
| 15 | ARKK | ARK ETF TR | $2.5M | 1.70% | 30,333 | Added |
| 16 | DGRO | ISHARES TR | $2.4M | 1.64% | 31,350 | Added |
| 17 | PWB | INVESCO EXCHANGE TRADED FD T | $2.3M | 1.59% | 13,609 | Added |
| 18 | GLW | CORNING INC | $2.3M | 1.58% | 8,943 | Trimmed |
| 19 | IWY | ISHARES TR | $2.2M | 1.53% | 7,613 | Trimmed |
| 20 | MSFT | MICROSOFT CORP | $1.8M | 1.24% | 4,790 | Added |
| 21 | AAPL | APPLE INC | $1.7M | 1.21% | 6,037 | Added |
| 22 | JEPI | J P MORGAN EXCHANGE TRADED F | $1.7M | 1.19% | 30,477 | Added |
| 23 | NVDA | NVIDIA CORPORATION | $1.7M | 1.19% | 8,632 | Added |
| 24 | COWG | PACER FDS TR | $1.7M | 1.15% | 41,583 | Trimmed |
| 25 | TMUS | T-MOBILE US INC | $1.6M | 1.13% | 9,738 | Hold |
Source: SEC Form 13F filings · as of 2026-06-30