BullishAgent BullishAgent
EDGAR Earnings Ratings Insiders Shorts
ETFs Screener
Sign in Register
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 7 of 7  ·  138 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 ESGV VANGUARD WORLD FD 1,571.0 $208K 0.14% NEW $132.24 +2.7%
122 NEM NEWMONT CORP Basic Materials 2,192.0 $205K 0.14% +250.0 +12.9% $93.40 +33.6%
123 UTG REAVES UTIL INCOME FD Financial Services 5,025.0 $205K 0.14% NEW $40.72 -3.8%
124 PPL PPL CORP Utilities 5,612.0 $204K 0.14% $36.35 -1.4%
125 CALF PACER FDS TR 4,025.0 $204K 0.14% NEW $50.61 +13.9%
126 NWPX NWPX INFRASTRUCTURE INC Industrials 1,350.0 $202K 0.14% NEW $149.94 -26.6%
127 AGNC AGNC INVT CORP Real Estate 16,689.0 $182K 0.13% NEW $10.90 +2.0%
128 F FORD MTR CO Consumer Cyclical 10,161.0 $141K 0.10% $13.90 +2.4%
129 FS SPECIALTY LENDING FD 12,500.0 $139K 0.10% NEW $11.15
130 BCX BLACKROCK RES & COMMODITIES Financial Services 11,275.0 $128K 0.09% $11.31 +12.2%
131 OBE OBSIDIAN ENERGY LTD Energy 14,998.0 $122K 0.08% NEW $8.13 +46.8%
132 JPC NUVEEN PFD & INCOME OPPORTUN Financial Services 14,065.0 $111K 0.08% $7.88 -3.4%
133 VVR INVESCO SR INCOME TR Financial Services 31,325.0 $94K 0.07% $3.00 -1.8%
134 HIGHLAND OPPS & INCOME FD 10,485.0 $75K 0.05% NEW $7.13
135 RERE ATRENEW INC Consumer Cyclical 14,000.0 $54K 0.04% +2K +16.7% $3.87 +16.0%
136 QTRX QUANTERIX CORP Healthcare 12,500.0 $54K 0.04% $4.32 -34.1%
137 AGEN AGENUS INC Healthcare 12,750.0 $39K 0.03% $3.06 +165.7%
138 CRDF CARDIFF ONCOLOGY INC Healthcare 22,515.0 $29K 0.02% $1.30 -30.5%
Page 7 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%