Post Resch Tallon Group Inc. - Stock Holdings in 13F Filings (SEC)
Updated on March 15, 2026.
Based on 13F Filings filed with the SEC on January 9, 2026, for the 2025 Q4 period, Post Resch Tallon Group Inc. held in its portfolio 105 assets valued at $118,392,733 (i.e. $118.39M).
The most valuable assets in the portfolio included: ISHARES TR ($13.41M), ISHARES TR ($10.43M), and INVESCO QQQ TR ($6.63M).
The chart below shows the top 10 valuable assets, and the table below shows the top 105 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
Post Resch Tallon Group Inc. - Stock Holdings in 13F Filings (SEC)
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| Name of Issuer | No. of Shares | Value ($) | Class |
|---|---|---|---|
| ISHARES TR | 19582 | 13412215 | CORE S&P500 ETF |
| ISHARES TR | 26973 | 10434468 | RUSSELL 3000 ETF |
| INVESCO QQQ TR | 10789 | 6627889 | UNIT SER 1 |
| SPDR SERIES TRUST | 86900 | 4851504 | STATE STREET SPD |
| BROADSTONE NET LEASE INC | 252558 | 4386935 | COM |
| ISHARES TR | 32516 | 3907833 | CORE S&P SCP ETF |
| VANGUARD SPECIALIZED FUNDS | 17102 | 3758678 | DIV APP ETF |
| PACER FDS TR | 60004 | 3610426 | US CASH COWS 100 |
| BERKSHIRE HATHAWAY INC DEL | 6176 | 3104366 | CL B NEW |
| ISHARES TR | 47947 | 2731055 | CRE U S REIT ETF |
| VANGUARD INTL EQUITY INDEX F | 35967 | 2645740 | ALLWRLD EX US |
| ISHARES TR | 84827 | 2626249 | PFD AND INCM SEC |
| ISHARES TR | 16989 | 2326474 | RUS MD CP GR ETF |
| ISHARES TR | 8353 | 2313280 | RUS TP200 GR ETF |
| EXELIXIS INC | 52176 | 2286889 | COM |
| ARK ETF TR | 29598 | 2276678 | INNOVATION ETF |
| ISHARES TR | 30322 | 2104953 | CORE DIV GRWTH |
| T-MOBILE US INC | 9738 | 1977204 | COM |
| MICROSOFT CORP | 3608 | 1744901 | COM |
| J P MORGAN EXCHANGE TRADED F | 29142 | 1668084 | EQUITY PREMIUM |
| NVIDIA CORPORATION | 8061 | 1503377 | COM |
| APPLE INC | 5508 | 1497360 | COM |
| PACER FDS TR | 41258 | 1452694 | US LRG CP CASH |
| INTERNATIONAL BUSINESS MACHS | 4812 | 1425409 | COM |
| ASURE SOFTWARE INC | 138871 | 1308165 | COM |
| OMEGA HEALTHCARE INVS INC | 26604 | 1179619 | COM |
| PAYCHEX INC | 10206 | 1144950 | COM |
| EXXON MOBIL CORP | 8634 | 1039050 | COM |
| FIDELITY MERRIMACK STR TR | 22506 | 1036176 | TOTAL BD ETF |
| VANGUARD INDEX FDS | 3837 | 989754 | SMALL CP ETF |
| KAYNE ANDERSON ENERGY INFRST | 75820 | 938648 | COM |
| DIGIMARC CORP NEW | 138783 | 910418 | COM |
| SPDR GOLD TR | 2172 | 860785 | GOLD SHS |
| CODEXIS INC | 511748 | 834149 | COM |
| ANNALY CAPITAL MANAGEMENT IN | 36909 | 825282 | COM NEW |
| CISCO SYS INC | 10118 | 779373 | COM |
| PFIZER INC | 30526 | 760097 | COM |
| AMAZON COM INC | 3179 | 733777 | COM |
| ISHARES TR | 7358 | 692782 | MSCI USA MIN VOL |
| WISDOMTREE TR | 7165 | 631093 | US LARGECAP DIVD |
| UNITED BANCORP INC OHIO | 42925 | 615969 | COM |
| CORNING INC | 6938 | 607491 | COM |
| ARK ETF TR | 20803 | 602663 | GENOMIC REV ETF |
| SPDR INDEX SHS FDS | 12434 | 582041 | PORTFOLIO EMG MK |
| TESLA INC | 1221 | 549108 | COM |
| SIREN ETF TR | 6715 | 511884 | DIVCN LDRS ETF |
| KINDER MORGAN INC DEL | 17625 | 484511 | COM |
| SYNDAX PHARMACEUTICALS INC | 22800 | 479028 | COM |
| VANGUARD BD INDEX FDS | 6458 | 478314 | TOTAL BND MRKT |
| CONOCOPHILLIPS | 5108 | 478160 | COM |
| BROADCOM INC | 1291 | 446815 | COM |
| JOHNSON & JOHNSON | 1943 | 402103 | COM |
| VANGUARD INTL EQUITY INDEX F | 7174 | 385670 | FTSE EMR MKT ETF |
| ABBVIE INC | 1664 | 380207 | COM |
| EATON VANCE TAX-MANAGED GLOB | 39145 | 373053 | COM |
| HANCOCK JOHN PFD INCOME FD I | 25783 | 371528 | COM |
| MERCK & CO INC | 3399 | 357779 | COM |
| ISHARES TR | 5990 | 357423 | SELECT US REIT |
| TAIWAN SEMICONDUCTOR MFG LTD | 1166 | 354336 | SPONSORED ADS |
| AMGEN INC | 1036 | 339093 | COM |
| SPDR S&P 500 ETF TR | 492 | 335505 | TR UNIT |
| VANECK ETF TRUST | 11374 | 333998 | FALLEN ANGEL HG |
| BRISTOL-MYERS SQUIBB CO | 6045 | 326067 | COM |
| WALMART INC | 2916 | 324872 | COM |
| ISHARES TR | 1633 | 324346 | MSCI USA QLT FCT |
| PARK HOTELS & RESORTS INC | 29750 | 311185 | COM |
| EATON VANCE SHORT DURATION D | 28135 | 307236 | COM |
| PACER FDS TR | 5450 | 302911 | TRENDP US LAR CP |
| PALANTIR TECHNOLOGIES INC | 1682 | 298976 | CL A |
| GE AEROSPACE | 960 | 295709 | COM NEW |
| KEYCORP | 13911 | 287123 | COM |
| SPDR SERIES TRUST | 12713 | 286424 | BLOOMBERG INTL T |
| COCA COLA CO | 3921 | 274119 | COM |
| PHILLIPS 66 | 2110 | 272274 | COM |
| SELECT SECTOR SPDR TR | 6354 | 271252 | STATE STREET UTI |
| HOME DEPOT INC | 773 | 265989 | COM |
| VANGUARD WORLD FD | 2181 | 263814 | ESG US STK ETF |
| INVESCO EXCHANGE TRADED FD T | 2115 | 246195 | DORSEY WRIGHT MO |
| METLIFE INC | 3056 | 241240 | COM |
| NOVARTIS AG | 1689 | 232862 | SPONSORED ADR |
| INVESCO EXCH TRADED FD TR II | 10593 | 229444 | EMRNG MKT SVRG |
| WISDOMTREE TR | 3340 | 223112 | US MIDCAP FUND |
| ALPHABET INC | 703 | 220601 | CAP STK CL C |
| ISHARES TR | 1785 | 220019 | S&P 500 GRWT ETF |
| ALPHABET INC | 702 | 219726 | CAP STK CL A |
| ABBOTT LABS | 1752 | 219508 | COM |
| VANGUARD INDEX FDS | 350 | 219496 | S&P 500 ETF SHS |
| ELI LILLY & CO | 204 | 219235 | COM |
| RED CAT HLDGS INC | 27495 | 218035 | COM |
| PAN AMERN SILVER CORP | 4200 | 217602 | COM |
| VANGUARD INDEX FDS | 1005 | 212849 | SM CP VAL ETF |
| ISHARES TR | 1500 | 211707 | SELECT DIVID ETF |
| SELECT SECTOR SPDR TR | 1392 | 200406 | STATE STREET TEC |
| ALGONQUIN PWR UTILS CORP | 27000 | 166050 | COM |
| RIVERNORTH DOUBLELINE STRATE | 17347 | 137906 | COM |
| MARQETA INC | 28900 | 137275 | CLASS A COM |
| FORD MTR CO | 10461 | 137248 | COM |
| NORTHWEST BANCSHARES INC MD | 10400 | 124800 | COM |
| BLACKROCK RES & COMMODITIES | 11275 | 123800 | SHS |
| NUVEEN PFD & INCOME OPPORTUN | 14560 | 118082 | COM |
| INVESCO SR INCOME TR | 36054 | 117895 | COM |
| QUANTERIX CORP | 11575 | 73617 | COM |
| CARDIFF ONCOLOGY INC | 22503 | 63233 | COM |
| AGENUS INC | 12750 | 40035 | COM NEW |
| CARDLYTICS INC | 20000 | 23000 | COM |
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