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Kerry Tallon

Post Resch Tallon Group Inc.

Assets Managed
$144.584M
Holdings
138
Last Quarter
2026 - Q2
Filed Date
4d ago
Growth Rate
16.87%(2Q avg: 10.69%)
Sustained Growth
5 quarters

Portfolio positions

This chart displays the top 10 holdings in Post Resch Tallon Group Inc.'s 2026 - Q2 portfolio, based on their 13F SEC filing, out of a total of 138 positions.

Assets under management

The assets under management (AUM) of Post Resch Tallon Group Inc. over the past 10 years (40 quarters) show continuous growth in total asset value over the last 5 quarters. As of the latest 13F SEC filing for 2026 - Q2, they manage 144.584M in assets, with a quarterly growth rate of 16.87% and a 2-quarter average growth rate of 10.69%. The portfolio is managed by Kerry Tallon, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
IVV
Ishares Core S&p 500 Etf
Recent Activity
Decreased -0.37%
10.37%
$14.982M
20,005 shares@ $748.91 avg price
IWV
Ishares Russell 3000 Etf
Recent Activity
Decreased -1.13%
8.19%
$11.836M
27,757 shares@ $426.41 avg price
QQQ
Invesco Qqq Trust Series 1
Recent Activity
Increased 3.36%
5.82%
$8.414M
11,426 shares@ $736.42 avg price
BNL
Broadstone Net Lease Inc
Recent Activity
Increased 1.36%
3.63%
$5.237M
253,362 shares@ $20.68 avg price
IJR
Ishares Core S&p Small-cap E
Recent Activity
Decreased -0.91%
3.48%
$5.019M
33,841 shares@ $148.31 avg price
VIG
Vanguard Dividend Apprec Etf
Recent Activity
Increased 3.65%
2.9%
$4.191M
17,710 shares@ $236.63 avg price
SPMD
Spdr Portfolio S&p 400 Mid C
Recent Activity
Decreased -0.05%
2.84%
$4.095M
60,612 shares@ $67.57 avg price
COWZ
Pacer Us Cash Cows 100 Etf
Recent Activity
Increased 2.95%
2.75%
$3.964M
63,735 shares@ $62.2 avg price
USRT
Ishares Core Us Reit Etf
Recent Activity
Decreased -0.13%
2.43%
$3.502M
52,702 shares@ $66.46 avg price
PFF
Ishares Preferred & Income S
Recent Activity
Increased 1.79%
2.01%
$2.906M
95,296 shares@ $30.5 avg price

1-10 of 138