Post Resch Tallon Group Inc. has filed its 13F form on July 09, 2025 for Q2 2025 where it was disclosed a total value porftolio of $104 Billion distributed in 100 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ishares Core S&P 500 ETF with a value of $11B, Ishares Russell 3000 ETF with a value of $8.33B, Invesco Qqq Trust, Series 1 with a value of $5.49B, Broadstone Net Lease, Inc. with a value of $4.77B, and Vanguard Dividend Appreciation with a value of $3.54B.

Examining the 13F form we can see an increase of $5.8B in the current position value, from $98B to 104B.

Post Resch Tallon Group Inc. is based out at Pittsford, NY

Below you can find more details about Post Resch Tallon Group Inc. portfolio as well as his latest detailed transactions.

Portfolio value $104 Billion
ETFs: $64.3 Billion
Technology: $10.7 Billion
Financial Services: $6.82 Billion
Healthcare: $6.45 Billion
Real Estate: $5.86 Billion
Communication Services: $2.57 Billion
Energy: $1.59 Billion
Consumer Cyclical: $1.41 Billion
Other: $1.74 Billion

Stock Holdings Table Market Cap. of $200 Billions or more

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 100
  • Current Value $104 Billion
  • Prior Value $98 Billion
  • Filing
  • Period Q2 2025
  • Filing Date July 09, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 8 stocks
  • Additional Purchases 26 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 46 stocks
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