Post Resch Tallon Group Inc.
data from 31/03/2026
Capitalization
Portfolio size
Portfolio performance
Portfolio performance %
Performance compared to S&P 500 (%)
Stock in Post Resch Tallon Group Inc.
| Date | Ticket | Name | Weight | Capitalization | Share number | First added | Performance ($) | Performance (%) |
|---|---|---|---|---|---|---|---|---|
| 2026/03/31 | IVV | ISHARES TR | 10.68% | 13.213 M $ | 20080 | 2024/12/31 | -621.336 K $ | -4.63 % |
| 2026/03/31 | IWV | ISHARES TR | 8.47% | 10.481 M $ | 28077 | 2024/12/31 | -436.153 K $ | -4.18 % |
| 2026/03/31 | QQQ | INVESCO QQQ TR | 5.21% | 6.447 M $ | 11055 | 2024/12/31 | -400.595 K $ | -6.04 % |
| 2026/03/31 | BNL | BROADSTONE NET LEASE INC | 3.68% | 4.557 M $ | 249968 | 2024/12/31 | 227.302 K $ | 5.18 % |
| 2026/03/31 | IJR | ISHARES TR | 3.45% | 4.271 M $ | 34152 | 2024/12/31 | 134.291 K $ | 3.44 % |
| 2026/03/31 | COWZ | PACER FDS TR | 3.13% | 3.868 M $ | 61914 | 2024/12/31 | 143.409 K $ | 3.97 % |
| 2026/03/31 | VIG | VANGUARD SPECIALIZED FUNDS | 2.98% | 3.689 M $ | 17087 | 2024/12/31 | -80.721 K $ | -2.15 % |
| 2026/03/31 | SPMD | SPDR SERIES TRUST | 2.92% | 3.614 M $ | 60645 | 2024/12/31 | 74.950 K $ | 2.26 % |
| 2026/03/31 | USRT | ISHARES TR | 2.53% | 3.129 M $ | 52771 | 2024/12/31 | 106.921 K $ | 3.92 % |
| 2026/03/31 | BRK-B | BERKSHIRE HATHAWAY INC DEL | 2.34% | 2.896 M $ | 6048 | 2024/12/31 | -144.827 K $ | -4.67 % |
| 2026/03/31 | PFF | ISHARES TR | 2.29% | 2.837 M $ | 93628 | 2024/12/31 | -54.289 K $ | -2.07 % |
| 2026/03/31 | VEU | VANGUARD INTL EQUITY INDEX F | 2.09% | 2.589 M $ | 34014 | 2024/12/31 | 55.389 K $ | 2.09 % |
| 2026/03/31 | EXEL | EXELIXIS INC | 1.99% | 2.466 M $ | 56797 | 2024/12/31 | -49.045 K $ | -2.14 % |
| 2026/03/31 | IWP | ISHARES TR | 1.79% | 2.216 M $ | 17154 | 2024/12/31 | -149.842 K $ | -6.44 % |
| 2026/03/31 | DGRO | ISHARES TR | 1.74% | 2.156 M $ | 30647 | 2024/12/31 | 23.044 K $ | 1.09 % |
| 2026/03/31 | ARKK | ARK ETF TR | 1.66% | 2.054 M $ | 29788 | 2024/12/31 | -276.149 K $ | -12.13 % |
| 2026/03/31 | TMUS | T-MOBILE US INC | 1.63% | 2.018 M $ | 9738 | 2024/12/31 | 68.068 K $ | 3.44 % |
| 2026/03/31 | IWY | ISHARES TR | 1.58% | 1.956 M $ | 7793 | 2024/12/31 | -234.719 K $ | -10.15 % |
| 2026/03/31 | JEPI | J P MORGAN EXCHANGE TRADED F | 1.28% | 1.584 M $ | 28092 | 2024/12/31 | -16.319 K $ | -0.98 % |
| 2026/03/31 | MSFT | MICROSOFT CORP | 1.27% | 1.568 M $ | 4215 | 2024/12/31 | -409.327 K $ | -23.46 % |
| 2026/03/31 | AAPL | APPLE INC | 1.23% | 1.527 M $ | 6009 | 2024/12/31 | -99.529 K $ | -6.65 % |
| 2026/03/31 | XOM | EXXON MOBIL CORP | 1.22% | 1.504 M $ | 9047 | 2024/12/31 | 425.828 K $ | 40.98 % |
| 2026/03/31 | NVDA | NVIDIA CORPORATION | 1.20% | 1.481 M $ | 8405 | 2024/12/31 | -97.538 K $ | -6.49 % |
| 2026/03/31 | COWG | PACER FDS TR | 1.15% | 1.427 M $ | 41983 | 2025/06/30 | -60.649 K $ | -4.18 % |
| 2026/03/31 | GLW | CORNING INC | 1.02% | 1.263 M $ | 9088 | 2024/12/31 | 335.868 K $ | 55.29 % |
| 2026/03/31 | IBM | INTERNATIONAL BUSINESS MACHS | 0.98% | 1.212 M $ | 4995 | 2024/12/31 | -258.981 K $ | -18.17 % |
| 2026/03/31 | ASUR | ASURE SOFTWARE INC | 0.96% | 1.190 M $ | 138871 | 2024/12/31 | -113.874 K $ | -8.70 % |
| 2026/03/31 | OHI | OMEGA HEALTHCARE INVS INC | 0.93% | 1.149 M $ | 26254 | 2024/12/31 | -13.834 K $ | -1.17 % |
| 2026/03/31 | VB | VANGUARD INDEX FDS | 0.86% | 1.064 M $ | 4036 | 2024/12/31 | 15.232 K $ | 1.54 % |
| 2026/03/31 | GLD | SPDR GOLD TR | 0.85% | 1.055 M $ | 2422 | 2024/12/31 | 73.804 K $ | 8.57 % |
| 2026/03/31 | KYN | KAYNE ANDERSON ENERGY INFRST | 0.85% | 1.050 M $ | 74394 | 2024/12/31 | 144.057 K $ | 15.35 % |
| 2026/03/31 | FBND | FIDELITY MERRIMACK STR TR | 0.84% | 1.039 M $ | 22772 | 2024/12/31 | -9.452 K $ | -0.91 % |
| 2026/03/31 | PAYX | PAYCHEX INC | 0.80% | 985.700 K $ | 10811 | 2024/12/31 | -204.732 K $ | -17.88 % |
| 2026/03/31 | CDXS | CODEXIS INC | 0.79% | 974.941 K $ | 571478 | 2024/12/31 | 0.000 $ | 0.00 % |
| 2026/03/31 | PWB | INVESCO EXCHANGE TRADED FD T | 0.76% | 939.748 K $ | 7355 | 2026/03/31 | 0.000 $ | 0.00 % |
| 2026/03/31 | PFE | PFIZER INC | 0.70% | 864.463 K $ | 30541 | 2024/12/31 | 97.072 K $ | 12.77 % |
| 2026/03/31 | DMRC | DIGIMARC CORP NEW | 0.65% | 801.138 K $ | 163165 | 2024/12/31 | -228.991 K $ | -25.15 % |
| 2026/03/31 | NLY | ANNALY CAPITAL MANAGEMENT IN | 0.63% | 776.261 K $ | 36599 | 2024/12/31 | -44.659 K $ | -5.41 % |
| 2026/03/31 | CSCO | CISCO SYS INC | 0.61% | 754.342 K $ | 9602 | 2024/12/31 | 5.666 K $ | 0.73 % |
| 2026/03/31 | USMV | ISHARES TR | 0.59% | 731.014 K $ | 7888 | 2024/12/31 | -10.448 K $ | -1.51 % |
| 2026/03/31 | AMZN | AMAZON COM INC | 0.57% | 701.684 K $ | 3335 | 2024/12/31 | -71.686 K $ | -9.77 % |
| 2026/03/31 | COP | CONOCOPHILLIPS | 0.53% | 658.574 K $ | 5108 | 2024/12/31 | 196.096 K $ | 41.01 % |
| 2026/03/31 | UBCP | UNITED BANCORP INC OHIO | 0.53% | 656.687 K $ | 43175 | 2024/12/31 | 36.915 K $ | 5.99 % |
| 2026/03/31 | DLN | WISDOMTREE TR | 0.53% | 650.727 K $ | 7265 | 2024/12/31 | 8.956 K $ | 1.42 % |
| 2026/03/31 | ARKG | ARK ETF TR | 0.49% | 603.906 K $ | 22113 | 2024/12/31 | -53.047 K $ | -8.80 % |
| 2026/03/31 | EP-PC | EL PASO ENERGY CAP TR I | 0.47% | 579.214 K $ | 17491 | 2024/12/31 | 0.000 $ | 0.00 % |
| 2026/03/31 | SPEM | SPDR INDEX SHS FDS | 0.46% | 571.275 K $ | 12134 | 2024/12/31 | 1.243 K $ | 0.21 % |
| 2026/03/31 | LEAD | SIREN ETF TR | 0.42% | 519.875 K $ | 6715 | 2024/12/31 | 3.156 K $ | 0.62 % |
| 2026/03/31 | SPIP | SPDR SERIES TRUST | 0.40% | 491.919 K $ | 18993 | 2024/12/31 | 1.098 K $ | 0.23 % |
| 2026/03/31 | JNJ | JOHNSON & JOHNSON | 0.39% | 485.395 K $ | 1967 | 2024/12/31 | 72.843 K $ | 18.12 % |
| 2026/03/31 | TSLA | TESLA INC | 0.39% | 477.482 K $ | 1270 | 2024/12/31 | -95.201 K $ | -17.34 % |
| 2026/03/31 | GEV | GE VERNOVA INC | 0.38% | 469.877 K $ | 524 | 2026/03/31 | 0.000 $ | 0.00 % |
| 2026/03/31 | BND | VANGUARD BD INDEX FDS | 0.37% | 452.774 K $ | 6167 | 2024/12/31 | -2.776 K $ | -0.58 % |
| 2026/03/31 | GE | GE AEROSPACE | 0.35% | 430.516 K $ | 1480 | 2025/06/30 | -23.289 K $ | -7.88 % |
| 2026/03/31 | MRK | MERCK & CO INC | 0.35% | 427.363 K $ | 3507 | 2024/12/31 | 51.086 K $ | 14.28 % |
| 2026/03/31 | AVGO | BROADCOM INC | 0.33% | 403.997 K $ | 1282 | 2024/12/31 | -47.237 K $ | -10.57 % |
| 2026/03/31 | TSM | TAIWAN SEMICONDUCTOR MANUFAC | 0.33% | 402.824 K $ | 1166 | 2024/12/31 | 39.713 K $ | 11.21 % |
| 2026/03/31 | BMY | BRISTOL-MYERS SQUIBB CO | 0.31% | 388.131 K $ | 6284 | 2025/03/31 | 40.561 K $ | 12.44 % |
| 2026/03/31 | ICF | ISHARES TR | 0.31% | 387.938 K $ | 6250 | 2024/12/31 | 13.297 K $ | 3.72 % |
| 2026/03/31 | RCAT | RED CAT HLDGS INC | 0.31% | 379.230 K $ | 28795 | 2025/06/30 | 141.874 K $ | 65.07 % |
| 2026/03/31 | PSX | PHILLIPS 66 | 0.31% | 378.914 K $ | 2110 | 2024/12/31 | 112.125 K $ | 41.18 % |
| 2026/03/31 | VWO | VANGUARD INTL EQUITY INDEX F | 0.30% | 374.853 K $ | 6899 | 2024/12/31 | 2.080 K $ | 0.54 % |
| 2026/03/31 | AMGN | AMGEN INC | 0.30% | 370.244 K $ | 1044 | 2024/12/31 | 25.423 K $ | 7.50 % |
| 2026/03/31 | ABBV | ABBVIE INC | 0.30% | 366.047 K $ | 1664 | 2024/12/31 | -18.304 K $ | -4.81 % |
| 2026/03/31 | SPTM | SPDR SERIES TRUST | 0.29% | 364.717 K $ | 4579 | 2024/12/31 | -16.869 K $ | -4.17 % |
| 2026/03/31 | HPS | HANCOCK JOHN PFD INCOME FD I | 0.29% | 364.686 K $ | 25809 | 2024/12/31 | -4.383 K $ | -1.18 % |
| 2026/03/31 | WMT | WALMART INC | 0.29% | 360.948 K $ | 2921 | 2024/12/31 | 37.528 K $ | 11.55 % |
| 2026/03/31 | MPC | MARATHON PETE CORP | 0.29% | 353.403 K $ | 1468 | 2026/03/31 | 0.000 $ | 0.00 % |
| 2026/03/31 | EXG | EATON VANCE TAX-MANAGED GLOB | 0.28% | 345.887 K $ | 39372 | 2024/12/31 | -34.056 K $ | -9.13 % |
| 2026/03/31 | SPY | STATE STR SPDR S&P 500 ETF T | 0.26% | 322.292 K $ | 492 | 2024/12/31 | -15.537 K $ | -4.63 % |
| 2026/03/31 | ANGL | VANECK ETF TRUST | 0.26% | 316.938 K $ | 11074 | 2024/12/31 | -7.393 K $ | -2.21 % |
| 2026/03/31 | PAAS | PAN AMERN SILVER CORP | 0.26% | 315.688 K $ | 5700 | 2025/12/31 | 11.844 K $ | 5.44 % |
| 2026/03/31 | KO | COCA COLA CO | 0.25% | 308.987 K $ | 4079 | 2024/12/31 | 24.074 K $ | 8.78 % |
| 2026/03/31 | SPYG | SPDR SERIES TRUST | 0.24% | 302.512 K $ | 3054 | 2024/12/31 | -26.765 K $ | -8.24 % |
| 2026/03/31 | SNDX | SYNDAX PHARMACEUTICALS INC | 0.24% | 302.375 K $ | 12500 | 2025/09/30 | 53.579 K $ | 11.19 % |
| 2026/03/31 | JNK | SPDR SERIES TRUST | 0.24% | 298.715 K $ | 3132 | 2024/12/31 | -5.116 K $ | -1.53 % |
| 2026/03/31 | VRT | VERTIV HOLDINGS CO | 0.24% | 296.003 K $ | 1130 | 2026/03/31 | 0.000 $ | 0.00 % |
| 2026/03/31 | EVG | EATON VANCE SHORT DURATION D | 0.24% | 295.377 K $ | 27683 | 2024/12/31 | -6.471 K $ | -2.11 % |
| 2026/03/31 | QUAL | ISHARES TR | 0.24% | 295.225 K $ | 1533 | 2024/12/31 | -11.120 K $ | -3.43 % |
| 2026/03/31 | PK | PARK HOTELS & RESORTS INC | 0.23% | 289.156 K $ | 27670 | 2025/12/31 | 2.082 K $ | 0.67 % |
| 2026/03/31 | PTLC | PACER FDS TR | 0.23% | 286.997 K $ | 5450 | 2025/09/30 | -17.003 K $ | -5.61 % |
| 2026/03/31 | SM | SM ENERGY COMPANY | 0.23% | 281.364 K $ | 9200 | 2026/03/31 | 0.000 $ | 0.00 % |
| 2026/03/31 | KEY | KEYCORP | 0.23% | 279.319 K $ | 13746 | 2024/12/31 | -8.207 K $ | -2.86 % |
| 2026/03/31 | AQN | ALGONQUIN POWER & UTILITIES | 0.22% | 271.115 K $ | 43000 | 2024/12/31 | -270.000 $ | -0.16 % |
| 2026/03/31 | QCOM | QUALCOMM INC | 0.22% | 268.276 K $ | 2067 | 2026/03/31 | 0.000 $ | 0.00 % |
| 2026/03/31 | BWX | SPDR SERIES TRUST | 0.22% | 267.708 K $ | 12163 | 2024/12/31 | -7.373 K $ | -2.57 % |
| 2026/03/31 | XLE | SELECT SECTOR SPDR TR | 0.22% | 266.236 K $ | 4419 | 2024/12/31 | 0.000 $ | 0.00 % |
| 2026/03/31 | HD | HOME DEPOT INC | 0.21% | 265.700 K $ | 810 | 2024/12/31 | -11.757 K $ | -4.42 % |
| 2026/03/31 | XLU | SELECT SECTOR SPDR TR | 0.21% | 262.142 K $ | 5700 | 2025/12/31 | 20.332 K $ | 7.50 % |
| 2026/03/31 | CHRD | CHORD ENERGY CORPORATION | 0.21% | 261.160 K $ | 1858 | 2026/03/31 | 0.000 $ | 0.00 % |
| 2026/03/31 | NVS | NOVARTIS AG | 0.21% | 260.925 K $ | 1681 | 2025/06/30 | 25.132 K $ | 10.79 % |
| 2026/03/31 | PDP | INVESCO EXCHANGE TRADED FD T | 0.21% | 259.297 K $ | 2115 | 2024/12/31 | 9.179 K $ | 3.73 % |
| 2026/03/31 | MO | ALTRIA GROUP INC | 0.19% | 238.954 K $ | 3679 | 2025/09/30 | 0.000 $ | 0.00 % |
| 2026/03/31 | GOOGL | ALPHABET INC | 0.19% | 236.684 K $ | 803 | 2025/12/31 | -17.858 K $ | -8.13 % |
| 2026/03/31 | VZ | VERIZON COMMUNICATIONS INC | 0.19% | 230.012 K $ | 4609 | 2026/03/31 | 0.000 $ | 0.00 % |
| 2026/03/31 | OPP | RIVERNORTH DOUBLELINE STRATE | 0.19% | 229.137 K $ | 29816 | 2025/03/31 | -4.857 K $ | -3.52 % |
| 2026/03/31 | DVY | ISHARES TR | 0.18% | 226.782 K $ | 1500 | 2025/03/31 | 15.405 K $ | 7.28 % |
| 2026/03/31 | EZM | WISDOMTREE TR | 0.18% | 225.083 K $ | 3340 | 2024/12/31 | 1.402 K $ | 0.63 % |
| 2026/03/31 | GOOG | ALPHABET INC | 0.18% | 221.848 K $ | 756 | 2025/12/31 | -18.938 K $ | -8.59 % |
| 2026/03/31 | PLTR | PALANTIR TECHNOLOGIES INC | 0.18% | 220.824 K $ | 1500 | 2024/12/31 | -52.932 K $ | -17.70 % |