Post Resch Tallon Group Inc.
CIK 2054476 · Holdings on Jun 30, 2026 · First reported Jul 7, 2026
Top ten holdings
Q2 2026- IVV10.36%
- IWV8.19%
- QQQ5.82%
- BNL3.62%
- IJR3.47%
- VIG2.90%
- SPMD2.83%
- COWZ2.74%
- USRT2.42%
- PFF2.01%
Share classes counted separately44.36%
Portfolio value by quarter
What changed this quarter?
Within preview · weight change- PWBWeight increased · +0.83 pp0.76% → 1.59%Shares +6.25K (+85.03%)
- QQQWeight increased · +0.61 pp5.21% → 5.82%Shares +371 (+3.36%)
- BRK.BWeight decreased · -0.61 pp2.34% → 1.73%Shares -1.04K (-17.20%)
Weight = security value ÷ total reported holdings value. Changes are in percentage points; price moves also affect weights, so they are not trade sizes.
Top 10 holdings 30
USD · B = billion · M = million; expand a row for exact values| # | Security | Value | Weight | Quantity | Weight / quantity change | Activity | |
|---|---|---|---|---|---|---|---|
| 01 | IVVISHARES CORE S&P 500 ETFCORE S&P500 ETF View history and evidence | $14.98M | 10.36% | 20.00K shares | 10.68% → 10.36%-0.32 pp -75 (-0.37%) | Reduced | ↗▾ |
| 02 | IWVISHARES RUSSELL 3000 ETFRUSSELL 3000 ETF View history and evidence | $11.84M | 8.19% | 27.76K shares | 8.47% → 8.19%-0.28 pp -320 (-1.14%) | Reduced | ↗▾ |
| 03 | QQQINVESCO QQQ TRUST SERIES 1UNIT SER 1 View history and evidence | $8.41M | 5.82% | 11.43K shares | 5.21% → 5.82%+0.61 pp +371 (+3.36%) | Added | ↗▾ |
| 04 | BNLBROADSTONE NET LEASE INC View history and evidence | $5.24M | 3.62% | 253.36K shares | 3.68% → 3.62%-0.06 pp +3.39K (+1.36%) | Added | ↗▾ |
| 05 | IJRISHARES CORE S&P SMALL-CAP ECORE S&P SCP ETF View history and evidence | $5.02M | 3.47% | 33.84K shares | 3.45% → 3.47%+0.02 pp -311 (-0.91%) | Reduced | ↗▾ |
| 06 | VIGVANGUARD DIVIDEND APPREC ETFDIV APP ETF View history and evidence | $4.19M | 2.90% | 17.71K shares | 2.98% → 2.90%-0.08 pp +623 (+3.65%) | Added | ↗▾ |
| 07 | SPMDSS SPDR P S&P 400 MIDCAP ETFST STR P400MID View history and evidence | $4.09M | 2.83% | 60.61K shares | 2.92% → 2.83%-0.09 pp -33 (-0.05%) | Reduced | ↗▾ |
| 08 | COWZPACER US CASH COWS 100 ETFUS CASH COWS 100 View history and evidence | $3.96M | 2.74% | 63.73K shares | 3.13% → 2.74%-0.39 pp +1.82K (+2.94%) | Added | ↗▾ |
| 09 | USRTISHARES CORE US REIT ETFCRE U S REIT ETF View history and evidence | $3.50M | 2.42% | 52.70K shares | 2.53% → 2.42%-0.11 pp -69 (-0.13%) | Reduced | ↗▾ |
| 10 | PFFISHARES PREFERRED & INCOME SPFD AND INCM SEC View history and evidence | $2.91M | 2.01% | 95.30K shares | 2.29% → 2.01%-0.28 pp +1.67K (+1.78%) | Added | ↗▾ |
Options overlay 0
No options reported this quarter.
Exited positions 7
| Security | Type | Shares out | Value out | Previous filing | This filing |
|---|---|---|---|---|---|
| DMRC DIGIMARC CORP | Non-derivative | -163,165 | -$801.14K | SEC filing ↗ | SEC filing ↗ |
| 283678209 EL PASO ENERGY CAP TRST | Non-derivative | -17,491 | -$579.21K | SEC filing ↗ | SEC filing ↗ |
| PLTR PALANTIR TECHNOLOGIES INC-A | Non-derivative | -1,500 | -$220.82K | SEC filing ↗ | SEC filing ↗ |
3 / 7 preview exits. Up to 30 exit records are previewed. Exit means absent from the current filing; execution date, price and proceeds are unknown.
Every number has a source.
CIK 2054476 · Period Jun 30, 2026
Data loaded Oct 15, 2026 · First reported Jul 7, 2026
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 144583933
}Research all 138 reported holdings.
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