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Portfolio (Quarterly) Guide ↗

Post Resch Tallon Group Inc.

· CIK 0002054476
13F Portfolio $123.7B AUM 120 positions Filed Apr 8, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 18 New 49 Added 30 Reduced 7 Exited
Page 6 of 6  ·  120 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 PCY INVESCO EXCH TRADED FD TR II 10,463.0 $220K 0.18% -130.0 -1.2% $21.01 +0.3%
102 NEM NEWMONT CORP Basic Materials 1,942.0 $217K 0.17% NEW $111.64 -2.3%
103 MET METLIFE INC Financial Services 3,056.0 $217K 0.17% $70.92 +12.5%
104 PPL PPL CORP Utilities 5,612.0 $214K 0.17% NEW $38.21 -8.7%
105 DIVS GUINNESS ATKINSON FDS 7,025.0 $213K 0.17% NEW $30.35 +7.3%
106 VBR VANGUARD INDEX FDS 978.0 $213K 0.17% -27.0 -2.7% $217.96 +4.8%
107 CAT CATERPILLAR INC Industrials 290.0 $210K 0.17% NEW $724.47 +19.3%
108 NWBI NORTHWEST BANCSHARES INC Financial Services 15,900.0 $203K 0.16% +6K +52.9% $12.78 +4.9%
109 BCX BLACKROCK RES & COMMODITIES Financial Services 11,275.0 $137K 0.11% $12.19 -1.1%
110 F FORD MTR CO Consumer Cyclical 10,161.0 $118K 0.10% -300.0 -2.9% $11.62 +15.3%
111 MQ MARQETA INC Technology 27,500.0 $112K 0.09% -1K -4.8% $4.06 -6.2%
112 JPC NUVEEN PFD & INCOME OPPORTUN Financial Services 14,065.0 $108K 0.09% -495.0 -3.4% $7.66 +0.3%
113 VVR INVESCO SR INCOME TR Financial Services 31,325.0 $100K 0.08% -5K -13.1% $3.19 -7.4%
114 RERE ATRENEW INC Consumer Cyclical 12,000.0 $57K 0.05% NEW $4.76 -9.2%
115 QTRX QUANTERIX CORP Healthcare 12,500.0 $45K 0.04% +925.0 +8.0% $3.60 -29.9%
116 AGEN AGENUS INC Healthcare 12,750.0 $44K 0.04% $3.43 -7.9%
117 CRDF CARDIFF ONCOLOGY INC Healthcare 22,515.0 $39K 0.03% $1.71 -1.2%
118 CDLX CARDLYTICS INC Communication Services 20,000.0 $20K 0.02% $1.00 -39.4%
119 RCAT CALL RED CAT HLDGS INC Technology 1,500.0 $13K 0.01% NEW $8.90 +6.6%
120 DMRC CALL DIGIMARC CORP NEW Technology 1,000.0 $225.0 NEW $0.23 +4015.6%
Page 6 of 6  ·  120 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 24.3%
Technology 23.9%
Healthcare 14.5%
Real Estate 12.4%
Energy 7.1%
Communication Services 5.6%
Industrials 4.0%
Consumer Cyclical 3.3%
Utilities 2.0%
Consumer Defensive 1.9%