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Home > Institutional Investor > Post Resch Tallon Group Inc. > Profile

Instuitional Investor - Post Resch Tallon Group Inc.

Fund Profile
Filing Period:
Fund Name: Post Resch Tallon Group Inc.
Portfolio Value $97,990,186
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Trust
 IEF 17,734 $9,918,359 10.12%
2.
Ishares Trust
 IEF 23,754 $7,513,424 7.67%
3.
Broadstone Net Lease Inc.
 BNL 295,238 $5,012,282 5.12%
4.
Invesco Qqq Tr
 9,987 $4,673,545 4.77%
5.
Vanguard Specialized Funds - DIV APP ETF
 17,410 $3,349,510 3.42%
Insider Monkey Quarterly Strategy
+373.4% Insider Monkey Quarterly Strategy
+154.9% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through February 19th, 2025)