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 $123.7M across 116 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: IVV ($13.2M, 10.68%), IWV ($10.5M, 8.47%), QQQ ($6.4M, 5.21%), BNL ($4.6M, 3.68%), IJR ($4.3M, 3.45%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | IVV | ISHARES TR | $13.2M | 10.68% | 20,080 | Added |
| 2 | IWV | ISHARES TR | $10.5M | 8.47% | 28,077 | Added |
| 3 | QQQ | INVESCO QQQ TR | $6.4M | 5.21% | 11,055 | Added |
| 4 | BNL | BROADSTONE NET LEASE INC | $4.6M | 3.68% | 249,968 | Trimmed |
| 5 | IJR | ISHARES TR | $4.3M | 3.45% | 34,152 | Added |
| 6 | COWZ | PACER FDS TR | $3.9M | 3.13% | 61,914 | Added |
| 7 | VIG | VANGUARD SPECIALIZED FUNDS | $3.7M | 2.98% | 17,087 | Trimmed |
| 8 | SPMD | SPDR SERIES TRUST | $3.6M | 2.92% | 60,645 | Added |
| 9 | USRT | ISHARES TR | $3.1M | 2.53% | 52,771 | Added |
| 10 | BRK/B | BERKSHIRE HATHAWAY INC DEL | $2.9M | 2.34% | 6,048 | Trimmed |
| 11 | PFF | ISHARES TR | $2.8M | 2.29% | 93,628 | Added |
| 12 | VEU | VANGUARD INTL EQUITY INDEX F | $2.6M | 2.09% | 34,014 | Trimmed |
| 13 | EXEL | EXELIXIS INC | $2.5M | 1.99% | 56,797 | Added |
| 14 | IWP | ISHARES TR | $2.2M | 1.79% | 17,154 | Added |
| 15 | DGRO | ISHARES TR | $2.2M | 1.74% | 30,647 | Added |
| 16 | ARKK | ARK ETF TR | $2.1M | 1.66% | 29,788 | Added |
| 17 | TMUS | T-MOBILE US INC | $2.0M | 1.63% | 9,738 | Hold |
| 18 | IWY | ISHARES TR | $2.0M | 1.58% | 7,793 | Trimmed |
| 19 | JEPI | J P MORGAN EXCHANGE TRADED F | $1.6M | 1.28% | 28,092 | Trimmed |
| 20 | MSFT | MICROSOFT CORP | $1.6M | 1.27% | 4,215 | Added |
| 21 | AAPL | APPLE INC | $1.5M | 1.23% | 6,009 | Added |
| 22 | XOM | EXXON MOBIL CORP | $1.5M | 1.22% | 9,047 | Added |
| 23 | NVDA | NVIDIA CORPORATION | $1.5M | 1.20% | 8,405 | Added |
| 24 | COWG | PACER FDS TR | $1.4M | 1.15% | 41,983 | Added |
| 25 | GLW | CORNING INC | $1.3M | 1.02% | 9,088 | Added |
Source: SEC Form 13F filings · as of 2026-03-31