Arkolith/Funds/Post Resch Tallon Group Inc.

Post Resch Tallon Group Inc.

CIK 2054476
Holdings as of Jun 30, 2026·disclosed Jul 7, 2026·~7-day 13F lag·13F-HR
Active Filer

Post Resch Tallon Group Inc. holds a focused book of 138 stocks worth $144.6M as of Q2 2026 (disclosed Jul 7, 2026, a ~45-day 13F lag). This quarter they opened Kinder Morgan Inc and trimmed Ishares Core S&P 500 ETF. Their largest long position is Ishares Core S&P 500 ETF at 10% of the equity book.

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Use Arkolith to show Post Resch Tallon Group Inc.'s latest
holdings, largest changes, and filing provenance.
Opened
25
new positions
Added to
47
existing
Trimmed
39
reduced
Sold out
5
exited

Concentration

Top-heavy: focused book

Top 5 holdings
31%
Top 10 holdings
44%
Top 20 holdings
61%

Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.

Direct sector allocation

34% mapped to company sectors

ETF / fund or unclassified
66%
Information Technology
9%
Real Estate
5%
Health Care
4%
Financials
4%
Materials
3%
Consumer Discretionary
2%
Energy
2%

Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.

Biggest moves: latest quarter

Estimated $ traded · quarter-end prices, no cost basis

Bought
Trimmed / exited

Holdings: largest first

Bars show each stock's share of the portfolio. Click a row for its position history.

138 positions
#SecurityValueShares% PortLast moveHistory
1Ishares TR
CORE S&P500 ETF
$15.0M20.0K
10.4%
−0.4%
Reduced · −75 sh
2Ishares TR
RUSSELL 3000 ETF
$11.8M27.8K
8.2%
−1.1%
Reduced · −320 sh
3Invesco QQQ TR
UNIT SER 1
$8.4M11.4K
5.8%
+3.4%
Added · +371 sh
4Broadstone Net Lease Inc
COM
$5.2M253.4K
3.6%
+1.4%
Added · +3K sh
5Ishares TR
CORE S&P SCP ETF
$5.0M33.8K
3.5%
−0.9%
Reduced · −311 sh
6Vanguard Specialized Funds
DIV APP ETF
$4.2M17.7K
2.9%
+3.6%
Added · +623 sh
7SPDR Series Trust
ST STR P400MID
$4.1M60.6K
2.8%
−0.1%
Reduced · −33 sh
8Pacer FDS TR
US CASH COWS 100
$4.0M63.7K
2.7%
+2.9%
Added · +2K sh
9Ishares TR
CRE U S REIT ETF
$3.5M52.7K
2.4%
−0.1%
Reduced · −69 sh
10Ishares TR
PFD AND INCM SEC
$2.9M95.3K
2.0%
+1.8%
Added · +2K sh
11Vanguard Intl Equity Index F
ALLWRLD EX US
$2.8M33.6K
1.9%
−1.1%
Reduced · −370 sh
12Exelixis Inc
COM
$2.7M50.4K
1.9%
−11%
Reduced · −6K sh
13Ishares TR
RUS MD CP GR ETF
$2.5M17.2K
1.7%
+0.3%
Added · +53 sh
14Berkshire Hathaway Inc Del
CL B NEW
$2.5M5.0K
1.7%
−17%
Reduced · −1K sh
15Ark ETF TR
INNOVATION ETF
$2.5M30.3K
1.7%
+1.8%
Added · +545 sh
16Ishares TR
CORE DIV GRWTH
$2.4M31.4K
1.6%
+2.3%
Added · +703 sh
17Invesco Exchange Traded FD T
LARG CAP GRO ETF
$2.3M13.6K
1.6%
+85%
Added · +6K sh
18Corning Inc
COM
$2.3M8.9K
1.6%
−1.6%
Reduced · −145 sh
19Ishares TR
RUS TP200 GR ETF
$2.2M7.6K
1.5%
−2.3%
Reduced · −180 sh
20Microsoft Corp
COM
$1.8M4.8K
1.2%
+14%
Added · +575 sh
21Apple Inc
COM
$1.7M6.0K
1.2%
+0.5%
Added · +28 sh
22Nvidia Corporation
COM
$1.7M8.6K
1.2%
+2.7%
Added · +227 sh
23J P Morgan Exchange Traded F
EQUITY PREMIUM
$1.7M30.5K
1.2%
+8.5%
Added · +2K sh
24Pacer FDS TR
US LRG CP CASH
$1.7M41.6K
1.2%
−0.9%
Reduced · −400 sh
25T-Mobile US Inc
COM
$1.6M9.7K
1.1%
Held
26International Business Machs
COM
$1.4M5.1K
1.0%
+2.6%
Added · +130 sh
27Omega Healthcare Invs Inc
COM
$1.4M28.7K
0.9%
+9.3%
Added · +2K sh
28Vanguard Index FDS
SMALL CP ETF
$1.3M4.3K
0.9%
+5.9%
Added · +240 sh
29Codexis Inc
COM
$1.3M563.5K
0.9%
−1.4%
Reduced · −8K sh
30Exxon Mobil Corp
COM
$1.2M9.1K
0.9%
+0.1%
Added · +5 sh
31Cisco Sys Inc
COM
$1.1M9.6K
0.8%
−0.4%
Reduced · −39 sh
32Asure Software Inc
COM
$1.1M138.9K
0.8%
Held
33Kayne Anderson Energy Infrst
COM
$1.1M78.5K
0.8%
+5.6%
Added · +4K sh
34Paychex Inc
COM
$1.0M10.5K
0.7%
−2.6%
Reduced · −285 sh
35Fidelity Merrimack STR TR
TOTAL BD ETF
$1.0M22.5K
0.7%
−1.1%
Reduced · −250 sh
36Annaly Capital Management In
COM NEW
$921K41.2K
0.6%
+13%
Added · +5K sh
37Ark ETF TR
GENOMIC REV ETF
$917K21.8K
0.6%
−1.4%
Reduced · −320 sh
38SPDR Gold TR
GOLD SHS
$911K2.5K
0.6%
+2.1%
Added · +50 sh
39United Bancorp Inc Ohio
COM
$884K55.7K
0.6%
+29%
Added · +13K sh
40Amazon Com Inc
COM
$825K3.5K
0.6%
+3.7%
Added · +125 sh
41Ishares TR
MSCI USA MIN ETF
$775K8.0K
0.5%
+1.9%
Added · +150 sh
42Pfizer Inc
COM
$735K30.5K
0.5%
~0%
Added · +1 sh
43Wisdomtree TR
US LARGECAP DIVD
$682K7.1K
0.5%
−2.5%
Reduced · −180 sh
44SPDR Index SHS FDS
ST PORT MARK ETF
$628K12.1K
0.4%
~0%
Added · +2 sh
45Ge Vernova Inc
COM
$612K521
0.4%
−0.6%
Reduced · −3 sh
46Vanguard BD Index FDS
TOTAL BND MRKT
$608K8.3K
0.4%
+34%
Added · +2K sh
47Siren ETF TR
DIVCN LDRS ETF
$602K6.6K
0.4%
−2.2%
Reduced · −150 sh
48Kinder Morgan Inc Del
COM
$559K17.5K
0.4%
New
New position
49Tesla Inc
COM
$552K1.3K
0.4%
+3.4%
Added · +43 sh
50Ge Aerospace
COM NEW
$549K1.5K
0.4%
−0.8%
Reduced · −12 sh
Showing 50 of 138 positions

Filing history

As-of date vs the date the SEC received each filing

QuarterAs ofFiledPositionsValueForm
Q2 2026Jun 30, 2026Jul 7, 2026138$144.6M13F-HR
Q1 2026Mar 31, 2026Apr 8, 2026120$123.7M13F-HR
Q4 2025Dec 31, 2025Jan 9, 2026109$118.4M13F-HR
Q3 2025Sep 30, 2025Nov 5, 2025109$113.0M13F-HR
Q2 2025Jun 30, 2025Jul 9, 2025100$103.8M13F-HR
Q1 2025Mar 31, 2025Apr 23, 2025102$98.0M13F-HR
Q4 2024Dec 31, 2024Feb 4, 2025106$103.9M13F-HR

Data source

Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.