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:
18.51%
Gain -0.05%
Monthly
0.79%
Yearly
9.94%
Drawdown
17.43%
$146.17M
Equity
Holdings
$146.17M
Investment
$125.76M
$19.03M
Profit -$76,753.07
Realized
-$1.38M
Unrealized
$20.41M
Dividends
$4.12M
Goals
Avg. 52% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.05%
Profit
-$76,753.07
Win %
65%
This Week
Compared To Last Week
Gain
-0.88%
Profit
-$1.3M
Win %
65%
This Month
Compared to last month
Gain
0.66%
Profit
$963,289.87
Win %
65%
This Year
Compared to last year
Gain
0.2%
Profit
$287,367.32
Win %
67%
PK Park Hotels & Resorts Inc.
+3.18%
+$17,966.5 
F Ford Motor Company
+2.96%
+$3,708.76 
GE General Electric Company
+2.36%
+$9,672.6 
HD The Home Depot, Inc.
+2.05%
+$4,839.76 
CHRD Chord Energy Corp
+1.69%
+$4,520 
NEM Newmont Corporation
+1.67%
+$3,883.16 
KEY KeyCorp
+1.63%
+$4,265.95 
PAAS Pan American Silver Corp.
+1.61%
+$3,666 
KO The Coca-Cola Company
+1.49%
+$5,797.84 
KMI Kinder Morgan, Inc.
+1.48%
+$7,998.14 
BCX BlackRock Resources & Commodities Strategy Trust
+1.41%
+$1,916.75 
GDX VanEck Gold Miners ETF
+1.37%
+$2,975 
MET MetLife Inc.
+1.36%
+$3,767.2 
MO Altria Group, Inc.
+1.34%
+$3,691.71 
SM SM Energy Company
+1.33%
+$4,000 
WMT Walmart Inc.
+1.28%
+$4,621.85 
COP ConocoPhillips
+1.26%
+$9,092.24 
DIS The Walt Disney Company
+1.26%
+$2,969.04 
MRK Merck & Co., Inc.
+1.25%
+$6,076.17 
BRK-B Berkshire Hathaway Inc.
+1.24%
+$32,817.57 
TSLA Tesla, Inc.
+1.21%
+$5,935.28 
PAYX Paychex Inc.
+1.16%
+$13,582.41 
DVY iShares Select Dividend ETF
+1.14%
+$2,692.5 
TMUS T-Mobile US, Inc.
+1.12%
+$17,138.89 
XLU Utilities Select Sector SPDR Fund
+1.1%
+$2,553 
JNJ Johnson & Johnson
+1.08%
+$5,375.37 
NWBI Northwest Bancshares Inc.
+1.07%
+$2,384 
UBCP United Bancorp Inc.
+1.04%
+$7,514.5 
STEW SRH Total Return Fund, Inc.
+0.9%
+$2,304.64 
XLE Energy Select Sector SPDR Fund
+0.86%
+$2,522.25 
GEV GE Vernova Inc.
+0.83%
+$3,326.05 
FENI Fidelity Enhanced International ETF
+0.83%
+$2,062.5 
EZM WisdomTree U.S. MidCap Fund
+0.81%
+$1,927.8 
DGRO iShares Core Dividend Growth ETF
+0.81%
+$21,568 
CALF Pacer US Small Cap Cash Cows 100 ETF
+0.8%
+$1,811.25 
ICF iShares Cohen & Steers Realty Majors ETF
+0.79%
+$4,100.4 
USRT iShares Core U.S. REIT ETF
+0.79%
+$27,431.73 
BBJP JPMorgan BetaBuilders Japan Fund
+0.77%
+$1,685.04 
AQN Algonquin Power & Utilities Corp.
+0.77%
+$1,660 
VBR VANGUARD SMALL-CAP VALUE ETF
+0.75%
+$1,853.18 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
+0.73%
+$2,783.58 
DIVS SmartETFs Dividend Builder ETF
+0.73%
+$1,588.77 
VTV Vanguard Value ETF
+0.71%
+$2,602.83 
AAPL Apple Inc.
+0.7%
+$14,746.45 
COWZ Pacer US Cash Cows 100 ETF
+0.65%
+$30,117.12 
BNL Broadstone Net Lease Inc.
+0.61%
+$22,536.91 
DLN WisdomTree U.S. LargeCap Dividend Fund
+0.6%
+$4,251 
BMY Bristol-Myers Squibb Company
+0.59%
+$2,208.96 
VIG Vanguard Dividend Appreciation ETF
+0.58%
+$29,006.08 
AMGN Amgen Inc.
+0.58%
+$2,595.34 
NVS Novartis AG Sponsored ADR
+0.55%
+$1,245.83 
IJR iShares Core S&P Small-Cap ETF
+0.55%
+$26,400 
ASUR Asure Software Inc.
+0.51%
+$5,207.66 
OPP RiverNorth/DoubleLine Strategic Opportunity Fund, Inc.
+0.51%
+$1,364.72 
CAT Caterpillar Inc.
+0.49%
+$1,046.9 
EXG Eaton Vance Tax-Managed Global Diversified Equity Income Fund
+0.48%
+$2,504.84 
JEPI JPMorgan Equity Premium Income Fund
+0.46%
+$7,914.4 
HPS John Hancock Preferred Income Fund III
+0.44%
+$1,319.22 
SPMD SPDR Portfolio S&P 400 Mid Cap ETF
+0.39%
+$16,051 
PFE Pfizer Inc.
+0.34%
+$3,229.3 
VEU Vanguard FTSE All-World ex-US ETF
+0.32%
+$8,617.96 
GLD SPDR Gold Shares
+0.31%
+$3,032.6 
ABBV AbbVie Inc.
+0.29%
+$1,353.82 
KYN Kayne Anderson Energy Infrastructure Fund, Inc.
+0.29%
+$3,146.08 
USMV iShares MSCI USA Min Vol Factor ETF
+0.28%
+$2,229.64 
BWX SPDR Bloomberg International Treasury Bond ETF
+0.23%
+$589.65 
TPL Texas Pacific Land Corporation
+0.23%
+$1,485.08 
AGNCO AGNC Investment Corp. 10.1219% Perpetual Preferred Stock
+0.2%
+$850 
EVG Eaton Vance Short Duration Diversified Income Fund
+0.2%
+$743.26 
SPIP SPDR Portfolio TIPS ETF
+0.14%
+$646.38 
BND Vanguard Total Bond Market Index Fund
+0.14%
+$957.85 
QUAL iShares MSCI USA Quality Factor ETF
+0.13%
+$436.9 
OHI Omega Healthcare Investors Inc.
+0.12%
+$1,579.43 
PBT Permian Basin Royalty Trust
+0.12%
+$370.44 
VB Vanguard Small-Cap ETF
+0.11%
+$1,399.23 
FBND Fidelity Total Bond ETF
+0.09%
+$900.88 
ADX Adams Diversified Equity Fund, Inc.
+0.08%
+$199.6 
SPTM SPDR Portfolio S&P 1500 Composite Stock Market ETF
+0.05%
+$297.85 
PTLC Pacer Trendpilot US Large Cap ETF
+0.04%
+$168.75 
CPNG Coupang Inc.
0%
$0 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
JPC Nuveen Preferred & Income Opportunities Fund
0%
$0 FSSL
FSSL
0%
$0 
VVR Invesco Senior Income Trust
0%
$0 
TEM Tempus AI, Inc.
-5.53%
-$25,545 
CRWD CrowdStrike Holdings, Inc.
-4.39%
-$17,538.44 
MU Micron Technology, Inc.
-4.08%
-$17,914.76 
QTRX Quanterix Corporation
-3.75%
-$1,437.5 
PLTR Palantir Technologies Inc.
-3.64%
-$10,402.5 
AMD Advanced Micro Devices, Inc.
-3.62%
-$11,518.1 
ARKG ARK Genomic Revolution ETF
-3.43%
-$35,537.32 
GLW Corning Incorporated
-3.17%
-$35,229.67 
SNDX Syndax Pharmaceuticals Inc.
-3.08%
-$5,166 
CIBR First Trust NASDAQ Cybersecurity ETF
-2.83%
-$5,703.75 
INTC Intel Corporation
-2.73%
-$9,252.96 
QCOM QUALCOMM Incorporated
-2.18%
-$8,302.22 
AGEN Agenus Inc.
-2.1%
-$1,785 
IOT Samsara Inc. Class A Common Stock
-2.02%
-$6,837 
CRDF Cardiff Oncology Inc.
-1.99%
-$434.54 
ARKK ARK Innovation ETF Fund
-1.88%
-$49,454.37 
CDXS Codexis Inc.
-1.84%
-$14,348.83 
AVGO Broadcom Inc.
-1.79%
-$6,154.99 
CSCO Cisco Systems, Inc.
-1.73%
-$17,751.7 
COWG Pacer U.S. Large Cap Cash Cows Growth ETF
-1.49%
-$24,845.7 
XLK State Street Technology Select Sector SPDR ETF
-1.46%
-$4,117.92 
GOOGL Alphabet Inc
-1.39%
-$4,379.55 
MPC Marathon Petroleum Corporation
-1.15%
-$7,964.01 
META Meta Platforms Inc Class A
-1.14%
-$2,399.69 
GOOG Alphabet Inc
-1.14%
-$3,033.96 
RCAT Red Cat Holdings, Inc.
-1.02%
-$1,645 
PWB Invesco Large Cap Growth ETF
-1.02%
-$26,416.39 
EXEL Exelixis Inc.
-1%
-$5,309.64 
IWP iShares Russell Mid-Cap Growth ETF
-0.96%
-$23,650.44 
QQQ Invesco QQQ Trust, Series 1
-0.95%
-$88,398.7 
SPCK The SPAC and New Issue ETF
-0.83%
-$311.22 
HFRO Highland Opportunities and Income Fund
-0.77%
-$503.81 
PDP Invesco Dorsey Wright Momentum ETF
-0.76%
-$2,057.66 
IWY iShares Russell Top 200 Growth ETF
-0.73%
-$17,027.01 
SPEM SPDR Portfolio Emerging Markets ETF
-0.67%
-$4,105.85 
VWO Vanguard FTSE Emerging Markets ETF
-0.64%
-$2,726.62 
VUG Vanguard Growth ETF
-0.61%
-$2,203.98 
SPYG SPDR Portfolio S&P 500 Growth ETF
-0.57%
-$2,011.8 
AMZN Amazon.com Inc
-0.45%
-$3,863.97 
NVDA NVIDIA Corporation
-0.45%
-$8,489.44 
RERE Atrenew Inc.
-0.38%
-$195 
MSFT Microsoft Corp.
-0.34%
-$8,920.7 
VOLT Tema Electrification Fund
-0.28%
-$584.25 
NLY Annaly Capital Management, Inc.
-0.24%
-$1,832.62 
ANGL VanEck Fallen Angel High Yield Bond ETF
-0.15%
-$488.68 
PFF iShares Preferred and Income Securities ETF
-0.14%
-$3,992.8 
PSX Phillips 66
-0.12%
-$704.53 
IBM International Business Machines Corporation
-0.1%
-$1,182.2 
JNK SPDR Bloomberg High Yield Bond ETF
-0.06%
-$156.86 
VOO Vanguard S&P 500 ETF
-0.06%
-$533.81 
IVV iShares Core S&P 500 ETF
-0.05%
-$8,875.23 
IWV ISHARES RUSSELL 3000 ETF
-0.05%
-$6,660.84 
SPY SPDR S&P 500 ETF Trust
-0.05%
-$455.22 
RMNY Rockefeller New York Municipal Bond ETF
-0.02%
-$62.39 Events
Loading...
Dividends
Dividend Analysis
Loading...
No Data
| Trades 765 | Longs Won 503/765 65% | Profit Factor 2.96 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $236,262.71 |
| Average Win $57,084.45 | Best Trade (Oct 16) $3.13M | Sharpe Ratio -11.6 |
| Average Loss -$37,026.59 | Worst Trade (Jun 29) -$3.72M | Z-Score 3.13 (99.83%) |
| Commissions $0 | Avg. Trade Length 10m 2d | Expectancy $24,877.09 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 3,953 | 3,557 | 3,162 | 2,767 | 2,372 | 1,976 | 1,581 | 1,186 | 791 | 395 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 6,183 | $1.53M | $2.13M | - | $601,508.28 | 39.37% | +0.697% |
| ABBV AbbVie Inc. | 1,651 | $296,255.21 | $469,247.22 | - | $172,992.01 | 58.39% | +0.289% |
| ADX Adams Diversified Equity Fund, Inc. | 9,980 | $255,004.54 | $257,583.8 | - | $2,579.26 | 1.01% | +0.078% |
| AGEN Agenus Inc. | 12,750 | $49,087.5 | $83,385 | - | $34,297.5 | 69.87% | -2.096% |
| AGNCO AGNC Investment Corp. 10.1219% Perpetual Preferred Stock | 17,000 | $431,865.31 | $428,230 | - | -$3,635.31 | -0.84% | +0.199% |
| AMD Advanced Micro Devices, Inc. | 566 | $328,795.52 | $306,704.08 | - | -$22,091.44 | -6.72% | -3.62% |
| AMGN Amgen Inc. | 1,034 | $271,919.29 | $451,382.36 | - | $179,463.07 | 66% | +0.578% |
| AMZN Amazon.com Inc | 3,360 | $740,672.52 | $852,129.6 | - | $111,457.08 | 15.05% | -0.451% |
| ANGL VanEck Fallen Angel High Yield Bond ETF | 12,217 | $349,389.14 | $335,112.31 | - | -$14,276.83 | -4.09% | -0.146% |
| AQN Algonquin Power & Utilities Corp. | 41,500 | $216,650 | $217,460 | - | $810 | 0.37% | +0.769% |
| ARKG ARK Genomic Revolution ETF | 21,028 | $516,746.69 | $999,881.4 | - | $483,134.71 | 93.5% | -3.432% |
| ARKK ARK Innovation ETF Fund | 30,717 | $1.77M | $2.58M | - | $809,884.56 | 45.68% | -1.879% |
| ASUR Asure Software Inc. | 138,871 | $1.32M | $1.02M | - | -$291,975.92 | -22.2% | +0.512% |
| AVGO Broadcom Inc. | 1,000 | $231,979.87 | $338,175 | - | $106,195.13 | 45.78% | -1.788% |
| BBJP JPMorgan BetaBuilders Japan Fund | 2,832 | $222,312 | $219,805.68 | - | -$2,506.32 | -1.13% | +0.773% |
| BCX BlackRock Resources & Commodities Strategy Trust | 11,275 | $97,979.55 | $138,231.5 | - | $40,251.95 | 41.08% | +1.406% |
| BMY Bristol-Myers Squibb Company | 6,136 | $284,361.35 | $373,866.48 | - | $89,505.13 | 31.48% | +0.594% |
| BND Vanguard Total Bond Market Index Fund | 9,804 | $706,687.16 | $695,179.09 | - | -$11,508.07 | -1.63% | +0.138% |
| BNL Broadstone Net Lease Inc. | 204,881 | $3.24M | $3.74M | - | $503,362.36 | 15.55% | +0.606% |
| BRK-B Berkshire Hathaway Inc. | 5,018 | $2.27M | $2.67M | - | $401,004.19 | 17.67% | +1.244% |
No Data
Option values are updated at end of day.
No Data
No Data
Option values are updated at end of day.
No Data
No Data
No Data
No Data
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: Exelixis Inc - $1.4M, Broadstone Net Lease Inc - $790,926.17, Palantir Technologies Inc - $294,789.46, Exxon Mobil Corporation - $282,816.19, and iShares Core S&P 500 ETF - $273,685.32. 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, NWPX Infrastructure, Inc - $64,246.5, Apple Inc - $62,544.02, and KKR & Co. Inc - $46,336.99. 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 $4.12M earned over time. The largest contributors to dividend income include Broadstone Net Lease Inc - $566,133.28, iShares Core S&P 500 ETF - $259,903.68, iShares Preferred and Income Securities ETF - $232,350.38, JPMorgan Equity Premium Income Fund - $228,792.44, and Annaly Capital Management, Inc - $186,671.25. 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 show a mixed pattern. Some months are relatively calm, while others are noticeably stronger or weaker, which suggests that performance is not fully consistent over time. This points to a strategy that may offer attractive upside but can also experience uneven short-term results.
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.
2026 © Marketlog. All Rights Reserved.
