Fund HoldingsPost Resch Tallon Group Inc.

Total Portfolio Value
$144.58M
Total Bought
$25.46M
Total Sold
$18.80M
Net Transaction
+$6.66M
Filing Period:
Securities
SharesValue ($K)
Q1 2026
Q2 2026
Change
Q1 2026
Q2 2026
Weight (%)
Change
SPDR SERIES TRUST
ST STR P400MID
060,612+60,61204,0952.83%+4,095
INVESCO EXCHANGE TRADED FD T
LARG CAP GRO ETF
013,609+13,60902,2931.59%+2,293
INVESCO QQQ TR011,426+11,42608,4145.82%+8,414
ISHARES TR020,005+20,005014,98210.36%+14,982
ISHARES TR28,07727,757-32010,48111,8368.19%+1,355
CORNING INC(GLW)9,0888,943-1451,2632,2841.58%+1,021
ISHARES TR
MSCI USA MIN ETF
08,038+8,03807750.54%+775
ISHARES TR34,15233,841-3114,2715,0193.47%+748
BROADSTONE NET LEASE INC(BNL)249,968253,362+3,3944,5575,2373.62%+680
SPDR INDEX SHS FDS
ST PORT MARK ETF
012,136+12,13606280.43%+628
KINDER MORGAN INC DEL(KMI)017,491+17,49105590.39%+559
TEXAS PACIFIC LAND CORPORATI(TPL)01,161+1,16105080.35%+508
VANGUARD SPECIALIZED FUNDS017,710+17,71004,1912.90%+4,191
INTEL CORP(INTC)03,552+3,55204960.34%+496
SPDR SERIES TRUST
ST STR TIPS ETF
018,968+18,96804870.34%+487
SPDR SERIES TRUST
ST STR PR SP1500
04,502+4,50204090.28%+409
ARK ETF TR
INNOVATION ETF
030,333+30,33302,4521.70%+2,452
ISHARES TR52,77152,702-693,1293,5022.42%+373
CISCO SYS INC(CSCO)9,6029,563-397541,1230.78%+369
SPDR SERIES TRUST
ST STR P500GRW
02,974+2,97403540.24%+354
MICRON TECHNOLOGY INC(MU)0300+30003460.24%+346
ADVANCED MICRO DEVICES INC(AMD)0583+58303390.23%+339
VANGUARD INDEX FDS0486+48603340.23%+334
CROWDSTRIKE HLDGS INC(CRWD)0422+42203220.22%+322
ARK ETF TR
GENOMIC REV ETF
22,11321,793-3206049170.63%+313
INVESCO EXCHANGE TRADED FD T
DORS WRI MOM ETF
02,040+2,04003100.21%+310
TIDAL TRUST III
ROCKEFELLER NEW
012,341+12,34103060.21%+306
ISHARES TR017,207+17,20702,5191.74%+2,519
CODEXIS INC571,478563,478-8,0009751,2730.88%+299
SPDR SERIES TRUST
ST BLOO HIGH ETF
02,981+2,98102870.20%+287
SELECT SECTOR SPDR TR
ST STR TECHN ETF
01,492+1,49202840.20%+284
EXELIXIS INC(EXEL)56,79750,397-6,4002,4662,7421.90%+276
CVS HEALTH CORP(CVS)02,540+2,54002630.18%+263
SPDR SERIES TRUST
ST INTL BBG ETF
011,943+11,94302590.18%+259
ISHARES TR07,613+7,61302,2121.53%+2,212
ADAMS DIVERSIFIED EQUITY FD09,921+9,92102530.18%+253
TEMA ETF TRUST06,050+6,05002530.18%+253
NVIDIA CORPORATION(NVDA)8,4058,632+2271,4811,7271.19%+246
SELECT SECTOR SPDR TR
ST STR UTIL ETF
05,400+5,40002450.17%+245
PACER FDS TR
US LRG CP CASH
41,98341,583-4001,4271,6691.15%+243
SELECT SECTOR SPDR TR
ST STR ENERG ETF
04,422+4,42202350.16%+235
VANGUARD INDEX FDS4,0364,276+2401,0641,2960.90%+232
INTERNATIONAL BUSINESS MACHS(IBM)05,125+5,12501,4411.00%+1,441
VANGUARD INTL EQUITY INDEX F033,644+33,64402,8181.95%+2,818
UNITED BANCORP INC OHIO43,17555,675+12,5006578840.61%+227
STATE STR SPDR S&P 500 ETF T(SPY)492734+2423225480.38%+226
APPLE INC(AAPL)6,0096,037+281,5271,7471.21%+220
ISHARES TR
CORE DIV GRWTH
30,64731,350+7032,1562,3761.64%+220
OMEGA HEALTHCARE INVS INC(OHI)26,25428,685+2,4311,1491,3680.95%+219
MICROSOFT CORP(MSFT)04,790+4,79001,7871.24%+1,787
COUPANG INC(CPNG)012,450+12,45002160.15%+216
ARK ETF TR
AUTNMUS TECHNLGY
01,625+1,62502150.15%+215
DISNEY WALT CO(DIS)02,186+2,18602100.15%+210
PERMIAN BASIN RTY TR(PBT)08,402+8,40202100.15%+210
ELI LILLY & CO(LLY)0175+17502100.15%+210
GUINNESS ATKINSON FDS06,350+6,35002080.14%+208
VANGUARD WORLD FD01,571+1,57102080.14%+208
REAVES UTIL INCOME FD(UTG)05,025+5,02502050.14%+205
PACER FDS TR
US SM CAP CA ETF
04,025+4,02502040.14%+204
NWPX INFRASTRUCTURE INC(NWPX)01,350+1,35002020.14%+202
PARK HOTELS & RESORTS INC(PK)27,67034,318+6,6482894890.34%+200
AGNC INVT CORP(AGNC)016,689+16,68901820.13%+182
EATON VANCE TAX-MANAGED GLOB
COM
39,37253,606+14,2343465260.36%+180
VANGUARD BD INDEX FDS6,1678,286+2,1194536080.42%+155
ANNALY CAPITAL MANAGEMENT IN041,174+41,17409210.64%+921
GE VERNOVA INC(GEV)524521-34706120.42%+142
FS SPECIALTY LENDING FD(FSSL)012,500+12,50001390.10%+139
J P MORGAN EXCHANGE TRADED F
EQUITY PREMIUM
030,477+30,47701,7211.19%+1,721
TAIWAN SEMICONDUCTOR MANUFAC(TSM)1,1661,116-504035330.37%+130
AMAZON COM INC(AMZN)3,3353,460+1257028250.57%+123
OBSIDIAN ENERGY LTD014,998+14,99801220.08%+122
GE AEROSPACE(GE)1,4801,468-124315490.38%+118
QUALCOMM INC(QCOM)2,0672,06702683820.26%+114
CATERPILLAR INC(CAT)29029002103090.21%+99
PACER FDS TR
US CASH COWS 100
61,91463,735+1,8213,8683,9642.74%+97
SIREN ETF TR6,7156,565-1505206020.42%+82
EATON VANCE SHORT DURATION D
COM
27,68334,607+6,9242953730.26%+78
RIVERNORTH DOUBLELINE STRATE29,81639,418+9,6022293040.21%+75
TESLA INC(TSLA)01,313+1,31305520.38%+552
HIGHLAND OPPS & INCOME FD010,485+10,4850750.05%+75
ISHARES TR93,62895,296+1,6682,8372,9062.01%+68
ALPHABET INC(GOOG)756807+512222850.20%+63
ABBVIE INC(ABBV)1,6641,66403664190.29%+53
PAYCHEX INC(PAYX)010,526+10,52601,0350.72%+1,035
PACER FDS TR
TRENDP US LAR CP
5,4505,750+3002873350.23%+48
KEYCORP(KEY)13,74614,146+4002793260.23%+47
ISHARES TR6,2506,400+1503884330.30%+45
METLIFE INC(MET)3,0563,05602172590.18%+42
ALPHABET INC(GOOG)803779-242372780.19%+42
ISHARES TR
MSCI USA QLT FCT
1,5331,53302953360.23%+41
NORTHWEST BANCSHARES INC(NWBI)15,90015,90002032410.17%+38
KAYNE ANDERSON ENERGY INFRST(KYN)74,39478,545+4,1511,0501,0860.75%+37
VANGUARD INTL EQUITY INDEX F6,8996,864-353754100.28%+35
COCA COLA CO(KO)4,0794,231+1523093440.24%+35
WISDOMTREE TR(WT)7,2657,085-1806516820.47%+32
ALTRIA GROUP INC(MO)3,6793,729+502392680.19%+29
VANGUARD INDEX FDS97897802132380.16%+24
HOME DEPOT INC(HD)810821+112662900.20%+24
FORD MTR CO(F)10,16110,16101181410.10%+23
WISDOMTREE TR(WT)3,3403,240-1002252460.17%+20
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