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Portfolio (Quarterly) Guide ↗

Post Resch Tallon Group Inc.

· CIK 0002054476
13F Portfolio $145M AUM 138 positions Filed Jul 7, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 25 New 39 Added 33 Reduced 7 Exited
# Ticker Company Sector Shares Value ↓ % Port Status
1 DMRC DIGIMARC CORP NEW Technology 163,165 $801K 0.65% SOLD
2 EL PASO ENERGY CAP TR I 17,491 $579K 0.47% SOLD
3 PLTR PALANTIR TECHNOLOGIES INC Technology 1,500 $221K 0.18% SOLD
4 MQ MARQETA INC Technology 27,500 $112K 0.09% SOLD
5 CDLX CARDLYTICS INC Communication Services 20,000 $20K 0.02% SOLD
6 RCAT CALL RED CAT HLDGS INC Technology 1,500 $13K 0.01% SOLD
7 DMRC CALL DIGIMARC CORP NEW Technology 1,000 $225.0 SOLD
Sector Allocation
Financial Services 25.7%
Technology 24.5%
Healthcare 13.6%
Real Estate 12.4%
Energy 7.4%
Communication Services 4.5%
Industrials 4.0%
Consumer Cyclical 3.6%
Utilities 1.8%
Consumer Defensive 1.6%