Post Resch Tallon Group Inc. Portfolio
Invests via Post Resch Tallon Group Inc. | Managed by Kerry P. Tallon, John A. Post II, David P. Resch
Invests via Post Resch Tallon Group Inc.
Managed by Kerry P. Tallon, John A. Post II, David P. Resch
Automatically Tracked
Company Profile
Specialist investment and advisory firm concentrating on middle-market industrial and business services companies, Post Resch Tallon Group Inc. deploys equity and structured capital to support buyouts, growth and carve-outs. The firm emphasizes operational improvement, board-level governance and sector consolidation strategies to generate cashflow-driven returns for institutional and family-office investors in the lower middle market.
Specialist investment and advisory firm concentrating on middle-market industrial and business services companies, Post Resch Tallon Group Inc. deploys equity and structured capital to support buyouts, growth and carve-outs. The firm emphasizes operational improvement, board-level governance and sector consolidation strategies to generate cashflow-driven returns for institutional and family-office investors in the lower middle market.
Investment Philosophy & Strategy
Focused on lower-middle-market industrial and business services, the firm targets control and minority equity positions alongside structured capital to finance buyouts, carve-outs and growth. Discipline emphasizes cashflow underwriting, operationally oriented value creation via board-level governance and hands-on management, and roll-up consolidation to expand margins. Capital allocation prioritizes resilient cash-generative businesses, mid-term hold horizons (3–7 years), active downside protection through covenants and earn-outs, and alignment with institutional and family-office partners.
Focused on lower-middle-market industrial and business services, the firm targets control and minority equity positions alongside structured capital to finance buyouts, carve-outs and growth. Discipline emphasizes cashflow underwriting, operationally oriented value creation via board-level governance and hands-on management, and roll-up consolidation to expand margins. Capital allocation prioritizes resilient cash-generative businesses, mid-term hold horizons (3–7 years), active downside protection through covenants and earn-outs, and alignment with institutional and family-office partners.
Disclaimer: This Portfolio is derived from and computed based on publicly available data from SEC filings.
Gain and growth charts are calculated per selected timeframe:
21.08%
Gain +0.37%
Monthly
0.96%
Yearly
12.17%
Drawdown
17.43%
$146.26M
Equity
Holdings
$146.26M
Investment
$121.58M
$21.61M
Profit +$465,653.59
Realized
-$3.07M
Unrealized
$24.68M
Dividends
$3.58M
Goals
Avg. 64% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0.37%
Profit
$465,653.59
Win %
71%
This Week
Compared To Last Week
Gain
0.32%
Profit
$465,653.59
Win %
71%
This Month
Compared to last month
Gain
2.91%
Profit
$4.14M
Win %
71%
This Year
Compared to last year
Gain
1.4%
Profit
$2.02M
Win %
72%
AMZN Amazon.com Inc
+15.32%
+$124,836.77 
GOOG Alphabet Inc
+6.88%
+$18,536.79 
GOOGL Alphabet Inc
+6.73%
+$17,504.13 
VRT Vertiv Holdings Co
+6.18%
+$10,060.06 
OBE Obsidian Energy Ltd.
+5.62%
+$8,548.86 
CRWD CrowdStrike Holdings, Inc.
+3.04%
+$9,520.32 
MSFT Microsoft Corp.
+3.02%
+$65,239.75 
NVDA NVIDIA Corporation
+2.93%
+$49,288.78 
SM SM Energy Company
+2.81%
+$8,188 
HFRO Highland Opportunities and Income Fund
+2.31%
+$1,782.45 
GLW Corning Incorporated
+2.24%
+$27,097.29 
CSCO Cisco Systems, Inc.
+2.14%
+$23,238.09 
TPL Texas Pacific Land Corporation
+2.11%
+$9,671.12 
RCAT Red Cat Holdings, Inc.
+2.03%
+$4,530 
BCX BlackRock Resources & Commodities Strategy Trust
+1.86%
+$2,480.5 
RERE Atrenew Inc.
+1.68%
+$980 
KMI Kinder Morgan, Inc.
+1.64%
+$9,095.32 
CPNG Coupang Inc.
+1.62%
+$3,237 
VOLT Tema Electrification Fund
+1.62%
+$3,569.5 
CHRD Chord Energy Corp
+1.54%
+$3,957.54 
VZ Verizon Communications Inc.
+1.52%
+$3,653.3 
SPYG SPDR Portfolio S&P 500 Growth ETF
+1.45%
+$4,966.58 
GE General Electric Company
+1.42%
+$7,384.04 
ADX Adams Diversified Equity Fund, Inc.
+1.27%
+$3,174.72 
COP ConocoPhillips
+1.22%
+$7,406.61 
CRDF Cardiff Oncology Inc.
+1.18%
+$225.15 
XLE Energy Select Sector SPDR Fund
+1%
+$2,608.98 
VWO Vanguard FTSE Emerging Markets ETF
+0.96%
+$3,843.84 
ARKQ Ark Autonomous Technology & Robotics ETF
+0.96%
+$1,771.25 
UBCP United Bancorp Inc.
+0.93%
+$7,794.5 
KYN Kayne Anderson Energy Infrastructure Fund, Inc.
+0.9%
+$10,210.85 
IBM International Business Machines Corporation
+0.86%
+$9,788.65 
PWB Invesco Large Cap Growth ETF
+0.86%
+$17,691.7 
IWY iShares Russell Top 200 Growth ETF
+0.85%
+$17,738.38 
GEV GE Vernova Inc.
+0.85%
+$4,329.51 
SPEM SPDR Portfolio Emerging Markets ETF
+0.77%
+$4,733.04 
TSLA Tesla, Inc.
+0.76%
+$3,098.65 
MPC Marathon Petroleum Corporation
+0.76%
+$3,460.74 
PTLC Pacer Trendpilot US Large Cap ETF
+0.74%
+$2,472.5 
EXG Eaton Vance Tax-Managed Global Diversified Equity Income Fund
+0.72%
+$3,752.42 
SPY SPDR S&P 500 ETF Trust
+0.72%
+$3,919.58 
VOO Vanguard S&P 500 ETF
+0.71%
+$2,361.98 
CAT Caterpillar Inc.
+0.7%
+$1,644.3 
BMY Bristol-Myers Squibb Company
+0.69%
+$2,753.55 
IVV iShares Core S&P 500 ETF
+0.69%
+$102,425.6 
ESGV Vanguard ESG U.S. Stock ETF
+0.68%
+$1,398.2 
UTG Reaves Utility Income Fund
+0.65%
+$1,256.25 
QQQ Invesco QQQ Trust, Series 1
+0.65%
+$50,731.44 
SPTM SPDR Portfolio S&P 1500 Composite Stock Market ETF
+0.62%
+$2,521.12 
IWV ISHARES RUSSELL 3000 ETF
+0.58%
+$67,727.36 
MO Altria Group, Inc.
+0.57%
+$1,454.31 
PSX Phillips 66
+0.51%
+$2,271.2 
AGNCO AGNC Investment Corp. 10.1219% Perpetual Preferred Stock
+0.47%
+$2,002.68 
OHI Omega Healthcare Investors Inc.
+0.46%
+$6,597.55 
PAYX Paychex Inc.
+0.44%
+$5,368.26 
PFE Pfizer Inc.
+0.4%
+$3,054.2 
OPP RiverNorth/DoubleLine Strategic Opportunity Fund, Inc.
+0.4%
+$1,182.54 
AVGO Broadcom Inc.
+0.37%
+$1,464.48 
BRK-B Berkshire Hathaway Inc.
+0.36%
+$9,314.88 
JEPI JPMorgan Equity Premium Income Fund
+0.33%
+$5,790.63 
PDP Invesco Dorsey Wright Momentum ETF
+0.32%
+$877.22 
NWBI Northwest Bancshares Inc.
+0.32%
+$795 
MRK Merck & Co., Inc.
+0.32%
+$1,403.05 
DLN WisdomTree U.S. LargeCap Dividend Fund
+0.28%
+$1,912.95 
JPC Nuveen Preferred & Income Opportunities Fund
+0.26%
+$281.3 
HPS John Hancock Preferred Income Fund III
+0.21%
+$775.08 
JNJ Johnson & Johnson
+0.21%
+$1,043.04 
COWZ Pacer US Cash Cows 100 ETF
+0.2%
+$8,285.55 
COWG Pacer U.S. Large Cap Cash Cows Growth ETF
+0.18%
+$2,910.81 
QUAL iShares MSCI USA Quality Factor ETF
+0.18%
+$613.22 
PFF iShares Preferred and Income Securities ETF
+0.1%
+$2,858.88 
EVG Eaton Vance Short Duration Diversified Income Fund
+0.1%
+$346.07 
USMV iShares MSCI USA Min Vol Factor ETF
+0.09%
+$723.42 
WMT Walmart Inc.
+0.09%
+$297.11 
DIS The Walt Disney Company
+0.03%
+$65.58 
JNK SPDR Bloomberg High Yield Bond ETF
+0.02%
+$59.62 
PK Park Hotels & Resorts Inc.
0%
$0 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
LEAD Siren DIVCON Leaders Dividend ETF
0%
$0 FSSL
FSSL
0%
$0 
AAPL Apple Inc.
-7.35%
-$148,027.24 
MU Micron Technology, Inc.
-5.9%
-$15,488.98 
CDXS Codexis Inc.
-5.41%
-$45,078.24 
EXEL Exelixis Inc.
-5.25%
-$148,167.23 
AGEN Agenus Inc.
-5.18%
-$5,227.5 
ASUR Asure Software Inc.
-4.06%
-$47,216.14 
NWPX NWPX Infrastructure, Inc.
-2.99%
-$5,116.5 
QCOM QUALCOMM Incorporated
-2.63%
-$8,247.35 
ABBV AbbVie Inc.
-2.51%
-$10,766.08 
AQN Algonquin Power & Utilities Corp.
-2.34%
-$6,020 
ARKK ARK Innovation ETF Fund
-2.28%
-$50,352.78 
SNDX Syndax Pharmaceuticals Inc.
-2.21%
-$5,375.01 
NEM Newmont Corporation
-2.14%
-$4,493.6 
PAAS Pan American Silver Corp.
-2.09%
-$5,243.99 
AMD Advanced Micro Devices, Inc.
-1.9%
-$5,386.93 
ARKG ARK Genomic Revolution ETF
-1.78%
-$15,255.1 
NLY Annaly Capital Management, Inc.
-1.56%
-$14,822.64 
GLD SPDR Gold Shares
-1.49%
-$13,892.62 
NVS Novartis AG Sponsored ADR
-1.45%
-$3,849.51 
F Ford Motor Company
-1.21%
-$1,828.98 
QTRX Quanterix Corporation
-1.14%
-$500 
INTC Intel Corporation
-1.02%
-$3,303.36 
KO The Coca-Cola Company
-1.02%
-$3,807.9 
PPL PPL Corporation
-0.98%
-$1,964.2 
XOM Exxon Mobil Corporation
-0.97%
-$13,849.56 
MET MetLife Inc.
-0.97%
-$2,872.64 
CVS CVS Health Corporation
-0.75%
-$2,006.6 
XLU Utilities Select Sector SPDR Fund
-0.69%
-$1,674 
AMGN Amgen Inc.
-0.64%
-$2,589.13 
ICF iShares Cohen & Steers Realty Majors ETF
-0.55%
-$2,432 
USRT iShares Core U.S. REIT ETF
-0.54%
-$19,499.74 
PBT Permian Basin Royalty Trust
-0.54%
-$1,344.32 
LLY Eli Lilly and Company
-0.53%
-$1,072.75 
DVY iShares Select Dividend ETF
-0.45%
-$1,079.97 
BNL Broadstone Net Lease Inc.
-0.42%
-$22,802.58 
HD The Home Depot, Inc.
-0.42%
-$1,141.21 
CALF Pacer US Small Cap Cash Cows 100 ETF
-0.4%
-$885.5 
VIG Vanguard Dividend Appreciation ETF
-0.37%
-$15,761.86 
TMUS T-Mobile US, Inc.
-0.36%
-$6,134.84 
VVR Invesco Senior Income Trust
-0.34%
-$313.25 
IWP iShares Russell Mid-Cap Growth ETF
-0.32%
-$7,571.2 
DGRO iShares Core Dividend Growth ETF
-0.28%
-$6,896.94 
FBND Fidelity Total Bond ETF
-0.27%
-$2,702.64 
BND Vanguard Total Bond Market Index Fund
-0.26%
-$1,574.34 
BWX SPDR Bloomberg International Treasury Bond ETF
-0.23%
-$597.15 
VB Vanguard Small-Cap ETF
-0.22%
-$2,822.07 
VEU Vanguard FTSE All-World ex-US ETF
-0.22%
-$6,055.89 
XLK State Street Technology Select Sector SPDR ETF
-0.22%
-$566.95 
VBR VANGUARD SMALL-CAP VALUE ETF
-0.2%
-$469.44 
SPIP SPDR Portfolio TIPS ETF
-0.12%
-$569.04 
KEY KeyCorp
-0.09%
-$282.92 
DIVS SmartETFs Dividend Builder ETF
-0.09%
-$184.15 
SPMD SPDR Portfolio S&P 400 Mid Cap ETF
-0.08%
-$3,030.54 
EZM WisdomTree U.S. MidCap Fund
-0.07%
-$162 
PCY Invesco Emerging Markets Sovereign Debt ETF
-0.05%
-$100.33 
ANGL VanEck Fallen Angel High Yield Bond ETF
-0.04%
-$110.74 
IJR iShares Core S&P Small-Cap ETF
-0.03%
-$1,353.3 
RMNY Rockefeller New York Municipal Bond ETF
-0.02%
-$61.7 Events
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Dividends
Dividend Analysis
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| Trades 649 | Longs Won 451/649 69% | Profit Factor 3.67 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $257,099.21 |
| Average Win $65,902.34 | Best Trade (Aug 14) $3.24M | Sharpe Ratio -11.58 |
| Average Loss -$40,951.31 | Worst Trade (Jun 29) -$3.72M | Z-Score 10.13 (100%) |
| Commissions $0 | Avg. Trade Length 9m 3w 5d | Expectancy $33,302.92 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 3,571 | 3,214 | 2,857 | 2,500 | 2,143 | 1,786 | 1,429 | 1,071 | 714 | 357 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 6,037 | $1.48M | $1.86M | - | $385,689.61 | 26.07% | -7.354% |
| ABBV AbbVie Inc. | 1,664 | $298,587.93 | $417,564.16 | - | $118,976.23 | 39.85% | -2.513% |
| ADX Adams Diversified Equity Fund, Inc. | 9,921 | $253,490 | $253,183.92 | - | -$306.08 | -0.12% | +1.27% |
| AGEN Agenus Inc. | 12,750 | $49,087.5 | $95,625 | - | $46,537.5 | 94.81% | -5.183% |
| AGNCO AGNC Investment Corp. 10.1219% Perpetual Preferred Stock | 16,689 | $423,900.6 | $425,903.28 | - | $2,002.68 | 0.47% | +0.472% |
| AMD Advanced Micro Devices, Inc. | 583 | $338,671 | $277,595.44 | - | -$61,075.56 | -18.03% | -1.904% |
| AMGN Amgen Inc. | 1,044 | $274,512.08 | $402,107.04 | - | $127,594.96 | 46.48% | -0.64% |
| AMZN Amazon.com Inc | 3,460 | $762,694.53 | $939,666.77 | - | $176,972.24 | 23.2% | +15.321% |
| ANGL VanEck Fallen Angel High Yield Bond ETF | 11,074 | $317,602.29 | $320,260.08 | - | $2,657.79 | 0.84% | -0.035% |
| AQN Algonquin Power & Utilities Corp. | 43,000 | $223,460 | $251,120 | - | $27,660 | 12.38% | -2.341% |
| ARKG ARK Genomic Revolution ETF | 21,793 | $535,458.6 | $840,338.08 | - | $304,879.48 | 56.94% | -1.783% |
| ARKK ARK Innovation ETF Fund | 30,333 | $1.74M | $2.16M | - | $422,336.52 | 24.29% | -2.277% |
| ARKQ Ark Autonomous Technology & Robotics ETF | 1,625 | $214,858 | $186,988.75 | - | -$27,869.25 | -12.97% | +0.956% |
| ASUR Asure Software Inc. | 138,871 | $1.32M | $1.12M | - | -$199,973.88 | -15.21% | -4.062% |
| AVGO Broadcom Inc. | 1,017 | $235,923.53 | $395,897.76 | - | $159,974.23 | 67.81% | +0.371% |
| BCX BlackRock Resources & Commodities Strategy Trust | 11,275 | $97,979.55 | $135,863.75 | - | $37,884.2 | 38.67% | +1.86% |
| BMY Bristol-Myers Squibb Company | 6,119 | $283,300.55 | $399,631.89 | - | $116,331.34 | 41.06% | +0.694% |
| BND Vanguard Total Bond Market Index Fund | 8,286 | $600,199.25 | $598,497.78 | - | -$1,701.47 | -0.28% | -0.262% |
| BNL Broadstone Net Lease Inc. | 253,362 | $4M | $5.42M | - | $1.43M | 35.67% | -0.419% |
| BRK-B Berkshire Hathaway Inc. | 5,008 | $2.26M | $2.56M | - | $297,096.53 | 13.12% | +0.365% |
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Option values are updated at end of day.
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FAQ
Which stocks have generated the highest profits for Post Resch Tallon Group Inc.?
The largest contributions to the portfolio's profits come from the following stocks: Broadstone Net Lease Inc - $580,587.92, Exelixis Inc - $374,739.48, Palantir Technologies Inc - $294,789.46, iShares Core S&P 500 ETF - $229,622.11, and Paychex Inc - $220,474.93. These positions have been the main drivers of growth and have significantly impacted the investor's overall performance.
Which stocks have generated the largest losses for this investor?
The largest losses in the portfolio are associated with the following stocks: DMRC - $4.38M, Codexis Inc - $187,602.66, Apple Inc - $62,544.02, KKR & Co. Inc - $46,336.99, and Salesforce Inc - $44,399.96. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Post Resch Tallon Group Inc.'s portfolio generate?
The portfolio generates substantial dividend income, with a total of $3.58M earned over time. The largest contributors to dividend income include Broadstone Net Lease Inc - $492,024.89, JPMorgan Equity Premium Income Fund - $217,472.67, iShares Core S&P 500 ETF - $215,840.47, iShares Preferred and Income Securities ETF - $202,406.69, and Annaly Capital Management, Inc - $155,790.75. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Post Resch Tallon Group Inc.'s monthly returns?
Post Resch Tallon Group Inc.'s monthly returns look fairly stable overall, although some fluctuations are still visible. The performance pattern suggests a strategy that remains reasonably controlled from month to month, even if it is not completely smooth. This may appeal to users looking for a balance between steadier results and meaningful upside potential.
Can Post Resch Tallon Group Inc.'s strategy be considered aggressive or moderate?
Post Resch Tallon Group Inc.'s strategy leans toward a moderately conservative profile. While there is still some exposure to market fluctuations, the overall structure and risk levels suggest a focus on maintaining stability rather than pursuing aggressive growth.
Should beginners follow Post Resch Tallon Group Inc.'s strategy?
Post Resch Tallon Group Inc.'s strategy may be suitable for beginners, but with some caution. While the overall approach is not overly complex, it still involves a certain level of risk and variability. Beginners should be prepared for occasional fluctuations and ensure they understand the strategy before trying to follow it.
