Post Resch Tallon Group
Post Resch Tallon Group reported 138 stocks worth $146M in its 13F filing for Q3 2026, filed Oct 9, 2026. Its largest holdings are IVV (11.1%), IWV (8.4%) and QQQ (6.5%). Compared with Q2 2026, the fund opened new positions in TEM, VEA and VUG, added to IVV, IWV and QQQ, trimmed BNL, VEU and JEPI and sold out of XOM, CVS and VRT.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 8 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  IVV Ishares TR | $16.2M | 11.1% | 21K | +1,128 (+6%) | 8 of 8 | |
| 2 |  IWV Ishares Russell 3000 ETF | $12.2M | 8.4% | 28K | +587 (+2%) | 8 of 8 | |
| 3 |  QQQ Invesco Qqq TR | $9.5M | 6.5% | 13K | +1,404 (+12%) | 8 of 8 | |
| 4 |  IJR Ishares TR | $4.8M | 3.3% | 35K | +1,359 (+4%) | 8 of 8 | |
| 5 |  VIG Vanguard Dividend Appreciation ETF | $4.8M | 3.3% | 20K | +2,789 (+16%) | 8 of 8 | |
| 6 |  COWZ Pacer Fds TR | $4.4M | 3.0% | 65K | +1,737 (+3%) | 8 of 8 | |
| 7 |  SPMD State Street | $4M | 2.8% | 64K | +3,592 (+6%) | 8 of 8 | |
| 8 |  BNL Broadstone Net Lease Inc | $3.8M | 2.6% | 205K | −48K (−19%) | 8 of 8 | |
| 9 |  USRT Ishares TR | $3.4M | 2.4% | 56K | +3,281 (+6%) | 8 of 8 | |
| 10 |  PFF Ishares TR | $2.9M | 2.0% | 100K | +4,524 (+5%) | 8 of 8 |
Positions at Sep 30, 2026, as reported. Change is against the fund's Q2 2026 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q2 2026, gone in Q3 2026| Stock | Value last quarter | Shares sold |
|---|---|---|
 XOM Exxon Mobil Corp | $1.2M | 9,052 |
SIREN DIVCON | $602K | 6,565 |
 CVS Cvs Health Corp | $263K | 2,540 |
 VRT Vertiv Holdings Co | $239K | 715 |
 VZ Verizon Communications I | $221K | 5,219 |
🔒 Free account: see all 13.
Reported value
last 8 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q3 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Oct 9, 2026 | 13F-HR | Q3 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →Post Resch Tallon Group 13F FAQ
What does Post Resch Tallon Group own?
Post Resch Tallon Group reported 138 stocks worth $146M in its 13F filing for Q3 2026, filed Oct 9, 2026. Its largest holdings are IVV (11.1%), IWV (8.4%) and QQQ (6.5%). The table above lists every position in the filing (the top 10 without an account).
What did Post Resch Tallon Group buy and sell in Q3 2026?
Compared with Q2 2026: 13 new positions, 56 added to, 43 trimmed and 13 sold out. New positions include TEM, VEA and VUG. It sold all of XOM, CVS and VRT.
When will Post Resch Tallon Group file its next 13F?
Holdings as of Dec 31, 2026 are due by Feb 15, 2027. The filing appears on this page within minutes of reaching the SEC.
How much is Post Resch Tallon Group's portfolio worth?
The Q3 2026 filing reports $146M in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.