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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
Page 5 of 7  ·  138 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 KEY KEYCORP Financial Services 14,146.0 $326K 0.23% +400.0 +2.9% $23.05 -4.1%
82 ANGL VANECK ETF TRUST 11,074.0 $324K 0.22% $29.24 -0.6%
83 CRWD CROWDSTRIKE HLDGS INC Technology 422.0 $322K 0.22% NEW $190.78 +5.7%
84 RCAT RED CAT HLDGS INC Technology 30,200.0 $322K 0.22% +1K +4.9% $10.65 -7.1%
85 PDP INVESCO EXCHANGE TRADED FD T 2,040.0 $310K 0.21% -75.0 -3.5% $151.73 -8.9%
86 CAT CATERPILLAR INC Industrials 290.0 $309K 0.21% $1065.00 -23.4%
87 RMNY TIDAL TRUST III 12,341.0 $306K 0.21% NEW $24.80 -1.8%
88 OPP RIVERNORTH DOUBLELINE STRATE Financial Services 39,418.0 $304K 0.21% +10K +32.2% $7.72 -1.8%
89 HD HOME DEPOT INC Consumer Cyclical 821.0 $290K 0.20% +11.0 +1.4% $352.68 -2.4%
90 JNK SPDR SERIES TRUST 2,981.0 $287K 0.20% -151.0 -4.8% $96.38 -0.4%
91 GOOG ALPHABET INC Communication Services 807.0 $285K 0.20% +51.0 +6.8% $353.33 -3.3%
92 XLK SELECT SECTOR SPDR TR 1,492.0 $284K 0.20% NEW $190.52 -3.6%
93 GOOGL ALPHABET INC Communication Services 779.0 $278K 0.19% -24.0 -3.0% $357.37 -3.5%
94 SNDX SYNDAX PHARMACEUTICALS INC Healthcare 12,500.0 $273K 0.19% $21.86 -5.0%
95 MO ALTRIA GROUP INC Consumer Defensive 3,729.0 $268K 0.19% +50.0 +1.4% $71.95 -8.2%
96 NVS NOVARTIS AG Healthcare 1,681.0 $263K 0.18% $156.72 +2.3%
97 CVS CVS HEALTH CORP Healthcare 2,540.0 $263K 0.18% NEW $103.45 -9.5%
98 BWX SPDR SERIES TRUST 11,943.0 $259K 0.18% -220.0 -1.8% $21.68 +1.4%
99 MET METLIFE INC Financial Services 3,056.0 $259K 0.18% $84.61 +12.4%
100 PAAS PAN AMERN SILVER CORP Basic Materials 5,700.0 $255K 0.18% $44.79 +12.3%
Page 5 of 7  ·  138 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

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%