1y return+17.0%S&P 500 +20.9%
These returns are for its stock picks as disclosed on Form 13F: last quarter's holdings, valued at this quarter's prices. They miss trades within each quarter, short positions, options, bonds, cash and fees, so they aren't the returns its clients got.
$100 invested in its stock picks
Since December 31, 2024: $119 against $127 in the S&P 500.2
Post Resch Tallon Group Inc.S&P 500 (SPY)
Top holdings
At the end of June 30, 2026. Change is in shares since the quarter before.2
| Stock | Value | Share of portfolio | Change |
|---|---|---|---|
| IVVIshares Tr | $15.0M | 10.4% | |
| IWVIshares Tr | $11.8M | 8.2% | −1.1% |
| QQQInvesco Qqq Tr | $8.4M | 5.8% | +3.4% |
| BNLBroadstone Net Lease Inc | $5.2M | 3.6% | +1.4% |
| IJRIshares Tr | $5.0M | 3.5% | |
| VIGVanguard Specialized Funds | $4.2M | 2.9% | +3.6% |
| SPMDSpdr Series Trust | $4.1M | 2.8% | |
| COWZPacer Fds Tr | $4.0M | 2.7% | +2.9% |
| USRTIshares Tr | $3.5M | 2.4% | |
| PFFIshares Tr | $2.9M | 2.0% | +1.8% |
| VEUVanguard Intl Equity Index F | $2.8M | 1.9% | −1.1% |
| EXELExelixis Inc | $2.7M | 1.9% | −11.3% |
| IWPIshares Tr | $2.5M | 1.7% | |
| BRK/BBerkshire Hathaway Inc Del | $2.5M | 1.7% | −17.2% |
| ARKKArk Etf Tr | $2.5M | 1.7% | +1.8% |
| DGROIshares Tr | $2.4M | 1.6% | +2.3% |
| PWBInvesco Exchange Traded Fd T | $2.3M | 1.6% | +85.0% |
| GLWCorning Inc | $2.3M | 1.6% | −1.6% |
| IWYIshares Tr | $2.2M | 1.5% | −2.3% |
| MSFTMicrosoft Corp | $1.8M | 1.2% | +13.6% |
| AAPLApple Inc | $1.7M | 1.2% | |
| NVDANvidia Corporation | $1.7M | 1.2% | +2.7% |
| JEPIJ P Morgan Exchange Traded F | $1.7M | 1.2% | +8.5% |
| COWGPacer Fds Tr | $1.7M | 1.2% | |
| TMUST-mobile Us Inc | $1.6M | 1.1% |
Best picks still held
How each current holding has done since the quarter it first appeared in its filings (up to six years back).
| Stock | Held since | Return since | Now worth |
|---|---|---|---|
| GLWCorning Inc | December 31, 2024 | +437.5% | $2.3M |
| CSCOCisco Sys Inc | December 31, 2024 | +98.4% | $1.1M |
| ARKGArk Etf Tr | December 31, 2024 | +78.6% | $917K |
| EXELExelixis Inc | December 31, 2024 | +63.4% | $2.7M |
| GLDSpdr Gold Tr | December 31, 2024 | +52.1% | $911K |
| NVDANvidia Corporation | December 31, 2024 | +49.0% | $1.7M |
| VEUVanguard Intl Equity Index F | December 31, 2024 | +45.9% | $2.8M |
| QQQInvesco Qqq Tr | December 31, 2024 | +44.0% | $8.4M |
| ARKKArk Etf Tr | December 31, 2024 | +42.4% | $2.5M |
| PWBInvesco Exchange Traded Fd T | March 31, 2026 | +33.8% | $2.3M |
Sold off last quarter
- Digimarc Corp NewCUSIP 25381B101 was $801K
- El Paso Energy Cap Tr ICUSIP 283678209 was $579K
- PLTRPalantir Technologies Inc was $221K
- Marqeta IncCUSIP 57142B104 was $112K
- Cardlytics IncCUSIP 14161W105 was $20K
Quarter by quarter
| Quarter | Its picks | S&P 500 |
|---|---|---|
| June 30, 2026 | +12.2% | +14.8% |
| March 31, 2026 | −1.6% | −4.6% |
| December 31, 2025 | +0.2% | +2.4% |
| September 30, 2025 | +5.8% | +7.8% |
| June 30, 2025 | +6.3% | +10.5% |
| March 31, 2025 | −4.7% | −4.6% |
Sources
Every number on this page points here. Each one links to the public record.
- 1SEC EDGAR: Post Resch Tallon Group Inc. Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=2054476&type=13F-HR&dateb=&owner=include&count=40CIK 2054476
- 2SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/2054476/000205447626000003/Filed July 7, 2026 · accession 0002054476-26-000003