Post Resch Tallon Group Inc.
Private Equity
Post Resch Tallon Group Inc. is a Private Equity based in Pittsford, NY led by Mitchell Alan Davidson, reporting $176.6M in AUM as of Q3 2025 with 59% ETF concentration.
Managing PartnerMitchell Alan Davidson
- Portfolio Value
- $112.5M
- Positions
- 108
- Top Holding
- IVV at 10.54%
- Last Reported
- Q3 2025
Top Holdings
Largest long holdings in Post Resch Tallon Group Inc.'s portfolio (45.7% of total portfolio)
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| Holding | Sector | Position | Weight | Traded | Ownership |
|---|---|---|---|---|---|
ETF ETF | $11.9M | 10.54% | +$18.1K Bought | — 17.7K shares | |
ETF ETF | $9.1M | 8.08% | +$96.6K Bought | — 24.0K shares | |
ETF ETF | $6.0M | 5.29% | -$26.4K Sold | — 9.9K shares | |
REIT - Diversified Real Estate | $5.4M | 4.76% | +$46.4K Bought | 0.16% 299.6K shares | |
Unknown Unknown | $3.7M | 3.31% | -$2.2K Sold | — 17.3K shares | |
ETF ETF | $3.3M | 2.94% | +$41.0K Bought | — 27.9K shares | |
ETF ETF | $3.3M | 2.93% | +$112.8K Bought | — 57.3K shares | |
Insurance - Diversified Financial Services | $3.1M | 2.79% | +$35.2K Bought | 0.00% 6.2K shares | |
Biotechnology Healthcare | $3.0M | 2.64% | -$36.5K Sold | 0.03% 71.9K shares | |
ETF ETF | $2.7M | 2.39% | -$13.9K Sold | — 47.0K shares |
Changes
Portfolio activity, position movements, and quarter-over-quarter changes in Post Resch Tallon Group Inc.'s latest filing
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Market Value
Q/Q Change
Net Flows % of MV
Turnover Ratio
New Purchases
Added To
Sold Out Of
Reduced Holdings
Increased Positions
| Position | Shares Δ |
|---|---|
New | |
New | |
New | |
New | |
New |
Decreased Positions
| Position | Shares Δ |
|---|---|
Sold | |
Sold | |
-44.14% | |
-28.21% | |
-7.59% |
Analytics
Portfolio insights and performance metrics for Post Resch Tallon Group Inc.
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