Post Resch Tallon Group Inc. Portfolio Holdings

Post Resch Tallon Group Inc.

  • $98 Billion
  • Q1 2025

Post Resch Tallon Group Inc. has filed its 13F form on April 22, 2025 for Q1 2025 where it was disclosed a total value porftolio of $98 Billion distributed in 102 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 $9.92B, Ishares Russell 3000 ETF with a value of $7.51B, Broadstone Net Lease, Inc. with a value of $5.01B, Invesco Qqq Trust, Series 1 with a value of $4.67B, and Vanguard Dividend Appreciation with a value of $3.35B.

Examining the 13F form we can see an decrease of $5.92B in the current position value, from $104B to 98B.

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 $98 Billion
ETFs: $59.7 Billion
Technology: $9.67 Billion
Financial Services: $6.91 Billion
Real Estate: $6.18 Billion
Healthcare: $6.17 Billion
Communication Services: $2.61 Billion
Energy: $1.75 Billion
Consumer Cyclical: $1.27 Billion
Other: $2.04 Billion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$9.92 Billion 10.12% of portfolio
17,734
Q1 2025 Added 5.32%
$0
$7.51 Billion 7.67% of portfolio
23,754
Q1 2025 Added 4.14%
$2.96B
$5.01 Billion 5.12% of portfolio
295,238
Q1 2025 Reduced 0.79%
$0
$4.67 Billion 4.77% of portfolio
9,987
Q1 2025 Added 3.91%
$0
$3.35 Billion 3.42% of portfolio
17,410
Q1 2025 Added 2.14%
$691B
$3.24 Billion 3.31% of portfolio
6,111
Q1 2025 Reduced 1.56%
$0
$3.04 Billion 3.1% of portfolio
56,010
Q1 2025 Added 4.29%
$0
$2.87 Billion 2.93% of portfolio
27,589
Q1 2025 Added 2.07%
$12B
$2.76 Billion 2.81% of portfolio
76,891
Q1 2025 Reduced 0.36%
$290B
$2.59 Billion 2.65% of portfolio
9,738
Q4 2024 New
$0
$2.4 Billion 2.45% of portfolio
47,050
Q1 2025 Added 9.06%
$0
$2.3 Billion 2.35% of portfolio
38,047
Q1 2025 Reduced 2.6%
$0
$1.99 Billion 2.03% of portfolio
34,870
Q1 2025 Added 11.5%
$0
$1.9 Billion 1.94% of portfolio
16,204
Q1 2025 Added 10.28%
$0
$1.85 Billion 1.89% of portfolio
60,780
Q1 2025 Added 11.49%
$0
$1.79 Billion 1.83% of portfolio
29,277
Q1 2025 Added 11.5%
$0
$1.7 Billion 1.73% of portfolio
30,032
Q1 2025 Reduced 2.68%
$3.36T
$1.68 Billion 1.71% of portfolio
7,590
Q1 2025 Reduced 1.38%
$264M
$1.62 Billion 1.65% of portfolio
126,582
Q1 2025 Added 5.96%
$0
$1.54 Billion 1.58% of portfolio
32,648
Q1 2025 Added 0.77%
$191M
$1.35 Billion 1.37% of portfolio
141,871
Q1 2025 Reduced 2.07%
$2.92T
$1.22 Billion 1.25% of portfolio
3,222
Q1 2025 Reduced 1.92%
$8.84B
$1.17 Billion 1.19% of portfolio
30,876
Q1 2025 Reduced 6.45%
$148M
$1.16 Billion 1.18% of portfolio
468,587
Q1 2025 Added 16.08%
$51.6B
$1.14 Billion 1.17% of portfolio
7,467
Q1 2025 Reduced 57.24%
$208B
$1.01 Billion 1.03% of portfolio
4,102
Q4 2024 New
$0
$1.01 Billion 1.03% of portfolio
22,086
Q1 2025 Reduced 0.72%
$0
$938 Million 0.96% of portfolio
72,788
Q1 2025 Reduced 5.25%
$452B
$858 Million 0.88% of portfolio
7,265
Q1 2025 Reduced 1.2%
$277B
$818 Million 0.83% of portfolio
7,580
Q1 2025 Added 7.9%
$0
$770 Million 0.79% of portfolio
3,487
Q1 2025 Added 8.39%
Annaly Capital Management In
-
$732 Million 0.75% of portfolio
-
Q4 2024 New
-
$669 Million 0.68% of portfolio
-
Q1 2025 Reduced 2.07%
$1.93T
$669 Million 0.68% of portfolio
3,500
Q1 2025 Reduced 3.71%
$0
$632 Million 0.64% of portfolio
6,788
Q1 2025 Reduced 3.03%
$105B
$627 Million 0.64% of portfolio
2,182
Q1 2025 Reduced 2.15%
$233B
$617 Million 0.63% of portfolio
10,061
Q1 2025 Reduced 1.36%
$0
$605 Million 0.62% of portfolio
7,675
Q4 2024 New
$75.5M
$593 Million 0.61% of portfolio
45,425
Q1 2025 Added 3.0%
$117B
$535 Million 0.55% of portfolio
5,108
Q4 2024 New
$0
$527 Million 0.54% of portfolio
26,323
Q1 2025 Added 1.15%
$0
$498 Million 0.51% of portfolio
12,643
Q1 2025 Reduced 1.56%
$0
$473 Million 0.48% of portfolio
18,028
Q1 2025 Reduced 5.29%
$0
$442 Million 0.45% of portfolio
6,017
Q1 2025 Reduced 8.75%
$0
$436 Million 0.44% of portfolio
6,765
Q4 2024 New
$129B
$421 Million 0.43% of portfolio
17,111
Q1 2025 Reduced 10.48%
$0
$403 Million 0.41% of portfolio
8,916
Q1 2025 Reduced 3.81%
$50B
$361 Million 0.37% of portfolio
2,939
Q4 2024 New
$0
$359 Million 0.37% of portfolio
5,875
Q1 2025 Added 16.45%

Summary

  • Portfolio
  • No. of Stocks 102
  • Current Value $98 Billion
  • Prior Value $104 Billion
  • Filing
  • Period Q1 2025
  • Filing Date April 22, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 3 stocks
  • Additional Purchases 30 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 45 stocks
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