Institutional Fund
Post Resch Tallon Group Inc.
Pittsford, NYCIK 20544765 filings on record
Portfolio Value
$123.71M
Q1 2026
Holdings
118
Reported positions
New Buys
16
Opened this quarter
QoQ Change
+4.5%
from $118.39M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Ishares Tr10.7%
- Ishares Tr8.5%
- Invesco Qqq Tr5.2%
- Broadstone Net Lease Inc3.7%
- Ishares Tr3.5%
- Pacer Fds Tr3.1%
- Other65.4%
Portfolio Holdings
118 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Ishares Tr | 20.1K | $13.21M | 10.7% | +498 | Added |
| 2 | Ishares Tr | 28.1K | $10.48M | 8.5% | +1.1K | Added |
| 3 | Invesco Qqq Tr | 11.1K | $6.45M | 5.2% | +266 | Added |
| 4 | Broadstone Net Lease Inc | 250.0K | $4.56M | 3.7% | −2.6K | Reduced |
| 5 | Ishares Tr | 34.2K | $4.27M | 3.5% | +1.6K | Added |
| 6 | Pacer Fds Tr | 61.9K | $3.87M | 3.1% | +1.9K | Added |
| 7 | Vanguard Specialized Funds | 17.1K | $3.69M | 3.0% | −15 | Reduced |
| 8 | Spdr Series Trust | 60.6K | $3.61M | 2.9% | +3.4K | Added |
| 9 | Ishares Tr | 52.8K | $3.13M | 2.5% | +4.8K | Added |
| 10 | Berkshire Hathaway Inc Del | 6.0K | $2.90M | 2.3% | −128 | Reduced |
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