Post Resch Tallon Group Inc. 13F Holdings

Name: SEC Form 13F Institutional Holdings Database
Creator: 13F Fund Database
License: https://www.sec.gov/about/secdataaccess

CIK 0002054476 · PITTSFORD, NY

As of Sep 30, 2025, Post Resch Tallon Group Inc. reported 109 positions worth 13.0M in its SEC Form 13F filing.

Top 25 holdings

Security	Ticker	Sector	Shares	Value	% of portfolio
ISHARES CORE S&P 500 ETF	IVV	—	17,711	1.9M	10.49%
ISHARES RUSSELL 3000 ETF	IWV	—	23,977	$9.1M	8.04%
INVESCO QQQ TRUST SERIES 1	QQQ	—	9,917	$6.0M	5.27%
BROADSTONE NET LEASE INC	BNL	Real Estate	299,558	$5.4M	4.74%
VANGUARD DIVIDEND APPREC ETF	VIG	—	17,265	$3.7M	3.30%
ISHARES CORE S&P SMALL-CAP ETF	IJR	—	27,860	$3.3M	2.93%
PACER US CASH COWS 100 ETF	COWZ	—	57,329	$3.3M	2.92%
BERKSHIRE HATHAWAY INC	BRK/B	Financial Services	6,243	$3.1M	2.78%
EXELIXIS INC	EXEL	Healthcare	71,924	$3.0M	2.63%
SS SPDR P S&P 400 MIDCAP ETF	SPMD	—	46,994	$2.7M	2.38%
ARK INNOVATION ETF	ARKK	—	30,418	$2.6M	2.32%
VANGUARD FTSE ALL-WORLD EX-US INDEX FUND	VEU	—	36,312	$2.6M	2.29%
ISHARES RUSSELL MID-CAP GROWTH ETF	IWP	—	16,575	$2.4M	2.09%
T-MOBILE US INC	TMUS	Communication Services	9,738	$2.3M	2.06%
ISHARES RUSSELL TOP 200 GROWTH ETF	IWY	—	8,341	$2.3M	2.02%
ISHARES CORE US REIT ETF	USRT	—	36,254	$2.1M	1.88%
ISHARES CORE DIVIDEND GROWTH ETF	DGRO	—	30,447	$2.1M	1.83%
ISHARES PREFERRED & INCOME S	PFF	—	63,501	$2.0M	1.78%
MICROSOFT CORP	MSFT	Technology	3,286	.7M	1.51%
JPMORGAN EQUITY PREMIUM INCOME ETF	JEPI	—	28,755	.6M	1.45%
DIGIMARC CORP	DMRC	Technology	152,723	.5M	1.32%
APPLE INC	AAPL	Technology	5,675	.4M	1.28%
NVIDIA CORP	NVDA	Technology	7,517	.4M	1.24%
PACER US LARGE CAP CASH COWS GROWTH LEADERS ETF	COWG	—	38,215	.4M	1.23%
CODEXIS INC	CDXS	Healthcare	559,935	.4M	1.21%