Post Resch Tallon Group Inc.

CIK 0002054476 · Q1 2026

13F Equity AUM

$123.7M

+4.5% QoQ

Positions

118

+9 QoQ

AUM Rank

#9,253

Top 74%

Skill Alpha (FF)

—

Building track record (4q)

Quarters Tracked

~1 years

Portfolio Concentration

Top 5: 31.5%Top 10: 45.4%Top 20: 62.7%

IVV10.7%

IWV8.5%

NDQ5.2%

BNLEUR3.7%

IJR3.5%

COWZ3.1%

VIG3.0%

SPMD2.9%

USRT2.5%

BRK/B2.3%

Others (108)54.6%

HHI (Herfindahl-Hirschman Index) measures portfolio concentration. Low (<1500) = diversified, Moderate (1500-2500), High (>2500) = concentrated bets.

Sector Allocation

Financial Services69.2%

Technology9.4%

Healthcare5.7%

Financials3.7%

Energy2.8%

Communication Services2.2%

Other7.1%

Portfolio weight by GICS sector based on latest 13F filing. Sectors below 2% are grouped as “Other.”

Position Sizing

Positions: 118Median: 0.31%Avg: 0.85%

0–0.5%

74(17.5%)

0.5–1%

19(13.9%)

1–3%

19(33.9%)

3–5%

3(10.3%)

5%+

3(24.4%)

Count of positions per weight bucket — (%) = combined portfolio weight

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Portfolio Overlap

Shared: 115Unique: 3vs 20 funds

1.6%Low

118

Fund positions

7,299

Consensus CUSIPs

Jaccard similarity of this fund’s portfolio vs the consensus of top 20 funds by AUM. Low (<15%) = contrarian, Moderate (15-40%), High (>40%) = follows the crowd.

Most Similar Funds

Top 9 benchmark funds with highest portfolio overlap (Jaccard similarity)

MORGAN STANLEY

2.1%

BANK OF AMERICA CORP /DE/

2.2%

2.2%

2.8%

2.1%

VANGUARD CAPITAL MANAGEMENT LLC

1.8%

GEODE CAPITAL MANAGEMENT, LLC

1.7%

VANGUARD PORTFOLIO MANAGEMENT LLC

Jaccard similarity per fund: shared CUSIPs / (fund A + fund B − shared). Higher values indicate more similar portfolios.

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Position Changes This Quarter

New16Increased54Decreased32Exited7

New Positions

PWB0.8%

+7K

KMI 4.75 03/31/280.5%

+17K

GEV0.4%

+524

MPC0.3%

+1K

VRT0.2%

+1K

SM0.2%

+9K

XLE0.2%

+4K

QCOM0.2%

+2K

CHRD0.2%

+2K

MO0.2%

+4K

Increased

CDXS0.8%

+60K(+12%)

DMRC0.7%

+25K(+18%)

AQN0.2%

+16K(+59%)

OPP0.2%

+12K(+72%)

PFF2.3%

+9K(+10%)

NWBI0.2%

+6K(+53%)

USRT2.5%

+5K(+10%)

EX92.0%

+5K(+9%)

SPMD2.9%

+3K(+6%)

RCAT0.3%

+3K(+10%)

Decreased

SNDX0.2%

-10,300(-45%)

VVR0.1%

-4,729(-13%)

BNLEUR3.7%

-2,590(-1%)

PK0.2%

-2,080(-7%)

VEU2.1%

-1,953(-5%)

KYN0.8%

-1,426(-2%)

MQ0.1%

-1,400(-5%)

JEPI1.3%

-1,050(-4%)

XLU0.2%

-654(-10%)

IWY1.6%

-560(-7%)

Exited

-17,625

-2,181

-350

-1,785

-204

-1,752

-1,392

Quarter-over-quarter changes compared to prior 13F filing. New = first appearance; Exited = no longer held.

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Holdings

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