Post Resch Tallon Group Portfolio holdings
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
Invesco Large Cap Growth ETF
PWB
|
+$973K |
| 2 |
El Paso Energy Capital Trust I
EP.PRC
|
+$881K |
| 3 |
iShares Russell 3000 ETF
IWV
|
+$427K |
| 4 |
GE Vernova
GEV
|
+$409K |
| 5 |
iShares Core S&P 500 ETF
IVV
|
+$340K |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
Kinder Morgan
KMI
|
+$485K |
| 2 |
Vanguard ESG US Stock ETF
ESGV
|
+$264K |
| 3 |
Syndax Pharmaceuticals
SNDX
|
+$224K |
| 4 |
iShares S&P 500 Growth ETF
IVW
|
+$220K |
| 5 |
Abbott
ABT
|
+$220K |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Technology | 9.85% |
| 2 | Healthcare | 5.68% |
| 3 | Real Estate | 5.47% |
| 4 | Financials | 3.44% |
| 5 | Energy | 2.78% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
126
Vanguard S&P 500 ETF
VOO
$956B
| – | – |
-350
| Closed | -$219K |
|
127
State Street Technology Select Sector SPDR ETF
XLK
$109B
| – | – |
-1,392
| Closed | -$200K |
|
Similar funds
Post Resch Tallon Group's Q1 2026 Portfolio in Review
As of Q1 2026, Post Resch Tallon Group held 127 positions worth $124M, up 4.5% from $118M the previous quarter. Its ten largest holdings account for 45% of the portfolio.
Post Resch Tallon Group deployed $6.71M of net new capital in Q1 2026, opening 18 new positions and adding to 54 existing holdings. Its largest new stake was Invesco Large Cap Growth ETF: 7,355 shares worth $940K.
By sector, the portfolio is most concentrated in Technology at 9.9% of assets, down from 10% a quarter earlier, followed by Healthcare and Real Estate.
On the sell side, the largest reduction was Syndax Pharmaceuticals, an estimated $224K trimmed.
- Post Resch Tallon Group's largest Q1 2026 buy was Invesco Large Cap Growth ETF: 7,355 shares worth $940K.
- Post Resch Tallon Group added most to iShares Russell 3000 ETF in Q1 2026, an estimated $427K increase.
- Post Resch Tallon Group's biggest Q1 2026 reduction was Syndax Pharmaceuticals, cutting an estimated $224K.
- Post Resch Tallon Group fully exited Kinder Morgan in Q1 2026, selling an estimated $485K.
- Post Resch Tallon Group's ten largest holdings make up 45% of its $124M portfolio in Q1 2026.
- Post Resch Tallon Group opened 18 new positions and closed 7 in Q1 2026.
- Post Resch Tallon Group's portfolio value rose 4.5% quarter-over-quarter to $124M.
Based on Post Resch Tallon Group's 13F filing for Q1 2026, filed 8 Apr 2026.