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:
-2.85%
Gain
Monthly
-0.16%
Yearly
-1.85%
Drawdown
19.14%
$143.39M
Equity
Holdings
$143.39M
Investment
$121.58M
$18.86M
Profit -$447,991.84
Realized
-$2.95M
Unrealized
$21.81M
Dividends
$3.63M
Goals
Avg. 48.5% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0%
Profit
-$447,991.84
Win %
69%
This Week
Compared To Last Week
Gain
-0.68%
Profit
-$984,316.35
Win %
69%
This Month
Compared to last month
Gain
-0.59%
Profit
-$857,474.86
Win %
69%
This Year
Compared to last year
Gain
-0.59%
Profit
-$851,555.29
Win %
71%
OBE Obsidian Energy Ltd.
+3.44%
+$4,574.39 
GE General Electric Company
+3.01%
+$15,289.21 
CRDF Cardiff Oncology Inc.
+2.64%
+$520.1 
SNDX Syndax Pharmaceuticals Inc.
+2.58%
+$7,312.5 
MRK Merck & Co., Inc.
+2.55%
+$11,155.72 
PBT Permian Basin Royalty Trust
+2.42%
+$5,630.18 
PSX Phillips 66
+2.27%
+$9,589.68 
CSCO Cisco Systems, Inc.
+2.24%
+$23,524.98 
SM SM Energy Company
+2.2%
+$6,118 
BMY Bristol-Myers Squibb Company
+2.15%
+$7,954.7 
QTRX Quanterix Corporation
+1.89%
+$937.5 
MO Altria Group, Inc.
+1.82%
+$4,959.57 
MU Micron Technology, Inc.
+1.76%
+$4,518 
BRK-B Berkshire Hathaway Inc.
+1.71%
+$42,117.28 
MPC Marathon Petroleum Corporation
+1.66%
+$7,355.83 
CHRD Chord Energy Corp
+1.62%
+$3,743.87 
CDXS Codexis Inc.
+1.62%
+$19,721.73 
XOM Exxon Mobil Corporation
+1.55%
+$20,457.61 
JNJ Johnson & Johnson
+1.49%
+$7,330.82 
COP ConocoPhillips
+1.48%
+$8,537 
CVS CVS Health Corporation
+1.36%
+$3,670.3 
ABBV AbbVie Inc.
+1.33%
+$5,640.96 
TMUS T-Mobile US, Inc.
+1.33%
+$24,953.62 
VZ Verizon Communications Inc.
+1.31%
+$3,000.93 
LLY Eli Lilly and Company
+1.22%
+$2,502.5 
XLE Energy Select Sector SPDR Fund
+1.1%
+$2,785.86 
WMT Walmart Inc.
+1.08%
+$3,683.74 
UBCP United Bancorp Inc.
+1.07%
+$8,908 
CRWD CrowdStrike Holdings, Inc.
+0.99%
+$3,392.88 
OHI Omega Healthcare Investors Inc.
+0.94%
+$13,481.95 
NVS Novartis AG Sponsored ADR
+0.87%
+$2,235.73 
F Ford Motor Company
+0.87%
+$1,249.8 
TPL Texas Pacific Land Corporation
+0.78%
+$3,750.03 
XLU Utilities Select Sector SPDR Fund
+0.71%
+$1,755 
GEV GE Vernova Inc.
+0.71%
+$3,855.4 
PFE Pfizer Inc.
+0.62%
+$4,734.01 
USRT iShares Core U.S. REIT ETF
+0.61%
+$22,134.84 
MET MetLife Inc.
+0.61%
+$1,741.92 
ICF iShares Cohen & Steers Realty Majors ETF
+0.57%
+$2,560 
DVY iShares Select Dividend ETF
+0.49%
+$1,184.98 
BNL Broadstone Net Lease Inc.
+0.46%
+$26,603.01 
GLD SPDR Gold Shares
+0.45%
+$4,054.08 
VOLT Tema Electrification Fund
+0.29%
+$665.5 
KYN Kayne Anderson Energy Infrastructure Fund, Inc.
+0.27%
+$3,141.8 
SPIP SPDR Portfolio TIPS ETF
+0.26%
+$1,232.92 
PPL PPL Corporation
+0.25%
+$505.08 
DGRO iShares Core Dividend Growth ETF
+0.2%
+$4,859.25 
FBND Fidelity Total Bond ETF
+0.19%
+$1,914.37 
USMV iShares MSCI USA Min Vol Factor ETF
+0.18%
+$1,406.65 
BND Vanguard Total Bond Market Index Fund
+0.18%
+$1,077.18 
AMGN Amgen Inc.
+0.18%
+$683.82 
COWZ Pacer US Cash Cows 100 ETF
+0.15%
+$6,054.82 
LEAD Siren DIVCON Leaders Dividend ETF
+0.13%
+$746.44 
KMI Kinder Morgan, Inc.
+0.11%
+$612.18 
HPS John Hancock Preferred Income Fund III
+0.07%
+$258.36 
PCY Invesco Emerging Markets Sovereign Debt ETF
+0.07%
+$150.5 
ANGL VanEck Fallen Angel High Yield Bond ETF
+0.01%
+$46.51 
FSSL
0%
$0 
RMNY Rockefeller New York Municipal Bond ETF
0%
$0 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
RERE Atrenew Inc.
-4.63%
-$2,660 
INTC Intel Corporation
-2.89%
-$9,945.24 
GLW Corning Incorporated
-2.88%
-$40,780.08 
TSLA Tesla, Inc.
-2.86%
-$14,705.6 
VRT Vertiv Holdings Co
-2.57%
-$5,398.25 
AMD Advanced Micro Devices, Inc.
-2.53%
-$7,398.27 
MSFT Microsoft Corp.
-2.36%
-$45,361.25 
IBM International Business Machines Corporation
-2.35%
-$26,393.24 
GOOG Alphabet Inc
-2.13%
-$6,077.52 
GOOGL Alphabet Inc
-2.1%
-$5,787.97 
KO The Coca-Cola Company
-2.02%
-$7,277.32 
NVDA NVIDIA Corporation
-2.01%
-$35,909.12 
VWO Vanguard FTSE Emerging Markets ETF
-1.95%
-$7,876.44 
ARKK ARK Innovation ETF Fund
-1.9%
-$44,286.18 
SPEM SPDR Portfolio Emerging Markets ETF
-1.9%
-$11,771.92 
ARKQ Ark Autonomous Technology & Robotics ETF
-1.88%
-$3,615.62 
CPNG Coupang Inc.
-1.6%
-$3,361.5 
PAAS Pan American Silver Corp.
-1.55%
-$3,705 
ASUR Asure Software Inc.
-1.53%
-$18,053.23 
IWY iShares Russell Top 200 Growth ETF
-1.49%
-$32,088.87 
DIS The Walt Disney Company
-1.42%
-$3,104.12 
QCOM QUALCOMM Incorporated
-1.42%
-$5,002.14 
QQQ Invesco QQQ Trust, Series 1
-1.33%
-$107,632.69 
SPYG SPDR Portfolio S&P 500 Growth ETF
-1.3%
-$4,579.96 
NLY Annaly Capital Management, Inc.
-1.26%
-$12,146.33 
XLK State Street Technology Select Sector SPDR ETF
-1.25%
-$3,297.32 
PWB Invesco Large Cap Growth ETF
-1.11%
-$23,475.53 
QUAL iShares MSCI USA Quality Factor ETF
-1.07%
-$3,633.21 
AVGO Broadcom Inc.
-1.04%
-$3,945.96 
ESGV Vanguard ESG U.S. Stock ETF
-0.96%
-$2,010.88 
VEU Vanguard FTSE All-World ex-US ETF
-0.94%
-$25,905.88 
UTG Reaves Utility Income Fund
-0.78%
-$1,582.87 
ADX Adams Diversified Equity Fund, Inc.
-0.76%
-$1,984.2 
VOO Vanguard S&P 500 ETF
-0.69%
-$2,308.5 
ARKG ARK Genomic Revolution ETF
-0.69%
-$5,993.07 
IVV iShares Core S&P 500 ETF
-0.69%
-$103,525.87 
NWPX NWPX Infrastructure, Inc.
-0.69%
-$1,289.25 
NEM Newmont Corporation
-0.66%
-$1,315.2 
SPY SPDR S&P 500 ETF Trust
-0.66%
-$3,640.63 
RCAT Red Cat Holdings, Inc.
-0.65%
-$1,510 
IWV ISHARES RUSSELL 3000 ETF
-0.65%
-$76,748.1 
COWG Pacer U.S. Large Cap Cash Cows Growth ETF
-0.63%
-$9,979.92 
SPTM SPDR Portfolio S&P 1500 Composite Stock Market ETF
-0.62%
-$2,566.14 
PDP Invesco Dorsey Wright Momentum ETF
-0.61%
-$1,683 
PTLC Pacer Trendpilot US Large Cap ETF
-0.6%
-$2,012.5 
KEY KeyCorp
-0.56%
-$1,909.71 
IWP iShares Russell Mid-Cap Growth ETF
-0.53%
-$12,561.11 
PK Park Hotels & Resorts Inc.
-0.45%
-$2,230.67 
IJR iShares Core S&P Small-Cap ETF
-0.44%
-$21,996.65 
NWBI Northwest Bancshares Inc.
-0.43%
-$1,060.53 
AGEN Agenus Inc.
-0.4%
-$255 
EXG Eaton Vance Tax-Managed Global Diversified Equity Income Fund
-0.36%
-$1,876.21 
VB Vanguard Small-Cap ETF
-0.35%
-$4,511.18 
SPMD SPDR Portfolio S&P 400 Mid Cap ETF
-0.35%
-$14,243.82 
JPC Nuveen Preferred & Income Opportunities Fund
-0.34%
-$372.72 
VVR Invesco Senior Income Trust
-0.34%
-$313.25 
EVG Eaton Vance Short Duration Diversified Income Fund
-0.28%
-$1,038.21 
EXEL Exelixis Inc.
-0.23%
-$6,430.66 
JEPI JPMorgan Equity Premium Income Fund
-0.23%
-$3,958.96 
CAT Caterpillar Inc.
-0.23%
-$577.1 
CALF Pacer US Small Cap Cash Cows 100 ETF
-0.22%
-$462.87 
PAYX Paychex Inc.
-0.2%
-$2,420.98 
BCX BlackRock Resources & Commodities Strategy Trust
-0.17%
-$225.5 
VBR VANGUARD SMALL-CAP VALUE ETF
-0.16%
-$386.31 
OPP RiverNorth/DoubleLine Strategic Opportunity Fund, Inc.
-0.13%
-$394.18 
DIVS SmartETFs Dividend Builder ETF
-0.1%
-$222.25 
AMZN Amazon.com Inc
-0.1%
-$899.6 
AQN Algonquin Power & Utilities Corp.
-0.09%
-$215 
PFF iShares Preferred and Income Securities ETF
-0.08%
-$2,382.4 
EZM WisdomTree U.S. MidCap Fund
-0.08%
-$194.4 
HD The Home Depot, Inc.
-0.08%
-$221.67 
HFRO Highland Opportunities and Income Fund
-0.07%
-$52.42 
AAPL Apple Inc.
-0.07%
-$1,298.02 
VIG Vanguard Dividend Appreciation ETF
-0.06%
-$2,479.4 
AGNCO AGNC Investment Corp. 10.1219% Perpetual Preferred Stock
-0.04%
-$166.89 
BWX SPDR Bloomberg International Treasury Bond ETF
-0.02%
-$59.72 
DLN WisdomTree U.S. LargeCap Dividend Fund
-0.02%
-$141.7 
JNK SPDR Bloomberg High Yield Bond ETF
-0.02%
-$44.72 Events
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Dividends
Dividend Analysis
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| Trades 649 | Longs Won 437/649 67% | Profit Factor 3.42 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $244,861.95 |
| Average Win $61,010.55 | Best Trade (Jul 15) $2.83M | Sharpe Ratio -11.6 |
| Average Loss -$36,818.33 | Worst Trade (Jun 29) -$3.72M | Z-Score 8.04 (100%) |
| Commissions $0 | Avg. Trade Length 9m | Expectancy $29,054.12 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | - | - | - | - | - | - | - | - | - | - |
| Consecutive Losing Trades | 3,891 | 3,502 | 3,113 | 2,724 | 2,335 | 1,946 | 1,556 | 1,167 | 778 | 389 |
Hover over the desired column for a detailed explanation.
Returns
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Option values are updated at end of day.
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Option values are updated at end of day.
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