Filed: 5/2/2025ACC: 0001951757-25-000491
📋 What this filing means
POSTROCK PARTNERS LLC filed this quarterly 13F‑HR report disclosing 80 equity positions with a total reported market value of $202.06M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
80
Positions
$202.06M
Total AUM (reported)
1.26M
Total Shares
Allocation by class
COM$114.01M56.4%
CL A$38.82M19.2%
COM CL A$9.98M4.9%
CORE S&P500 ETF$9.24M4.6%
CAP STK CL A$7.45M3.7%
CAP STK CL C$4.33M2.1%
CL A COM$2.43M1.2%
Portfolio Concentration
Top 3$80.15M39.7%
4–10$50.61M25.0%
11–25$35.92M17.8%
Rest$35.38M17.5%
Top 3 weight
39.7%
Top 10 weight
64.7%
Voting Authority Distribution
Total shares with voting rights: 1.26M
Sole
Full voting authority
1.26M
shares
% of voting shares100.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
0.00
shares
% of voting shares0.0%
Investment Discretion (by position count)
Sole80
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings80
Rows:
BERKSHIRE HATHAWAY INC DEL
SOLEShares44.00
TypeSH
Market value$35.13M
17.39%
Sole
44.00
Shared
0.00
None
0.00
APPLE INC
SOLEShares143.58K
TypeSH
Market value$31.89M
15.78%
Sole
143.58K
Shared
0.00
None
0.00
FASTENAL CO
SOLEShares169.29K
TypeSH
Market value$13.13M
6.50%
Sole
169.29K
Shared
0.00
None
0.00
VISA INC
SOLEShares28.48K
TypeSH
Market value$9.98M
4.94%
Sole
28.48K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares16.45K
TypeSH
Market value$9.24M
4.57%
Sole
16.45K
Shared
0.00
None
0.00
BOOKING HOLDINGS INC
SOLEShares1.97K
TypeSH
Market value$9.06M
4.48%
Sole
1.97K
Shared
0.00
None
0.00
ALPHABET INC
SOLEShares48.16K
TypeSH
Market value$7.45M
3.69%
Sole
48.16K
Shared
0.00
None
0.00
QUALCOMM INC
SOLEShares36.92K
TypeSH
Market value$5.67M
2.81%
Sole
36.92K
Shared
0.00
None
0.00
NVIDIA CORPORATION
SOLEShares44.99K
TypeSH
Market value$4.88M
2.41%
Sole
44.99K
Shared
0.00
None
0.00
ALPHABET INC
SOLEShares27.74K
TypeSH
Market value$4.33M
2.14%
Sole
27.74K
Shared
0.00
None
0.00
AMAZON COM INC
SOLEShares17.62K
TypeSH
Market value$3.35M
1.66%
Sole
17.62K
Shared
0.00
None
0.00
VERISK ANALYTICS INC
SOLEShares10.71K
TypeSH
Market value$3.19M
1.58%
Sole
10.71K
Shared
0.00
None
0.00
COGNIZANT TECHNOLOGY SOLUTIO
SOLEShares41.37K
TypeSH
Market value$3.16M
1.57%
Sole
41.37K
Shared
0.00
None
0.00
HEICO CORP NEW
SOLEShares9.96K
TypeSH
Market value$2.66M
1.32%
Sole
9.96K
Shared
0.00
None
0.00
S&P GLOBAL INC
SOLEShares5.21K
TypeSH
Market value$2.64M
1.31%
Sole
5.21K
Shared
0.00
None
0.00
VEEVA SYS INC
SOLEShares10.47K
TypeSH
Market value$2.43M
1.20%
Sole
10.47K
Shared
0.00
None
0.00
UBER TECHNOLOGIES INC
SOLEShares32.65K
TypeSH
Market value$2.38M
1.18%
Sole
32.65K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares92.88K
TypeSH
Market value$2.35M
1.16%
Sole
92.88K
Shared
0.00
None
0.00
TRACTOR SUPPLY CO
SOLEShares42.23K
TypeSH
Market value$2.33M
1.15%
Sole
42.23K
Shared
0.00
None
0.00
ROSS STORES INC
SOLEShares17.77K
TypeSH
Market value$2.27M
1.12%
Sole
17.77K
Shared
0.00
None
0.00
WALMART INC
SOLEShares22.81K
TypeSH
Market value$2.00M
0.99%
Sole
22.81K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares9.19K
TypeSH
Market value$1.83M
0.91%
Sole
9.19K
Shared
0.00
None
0.00
GRAND CANYON ED INC
SOLEShares10.47K
TypeSH
Market value$1.81M
0.90%
Sole
10.47K
Shared
0.00
None
0.00
RB GLOBAL INC
SOLEShares17.78K
TypeSH
Market value$1.78M
0.88%
Sole
17.78K
Shared
0.00
None
0.00
MICROSOFT CORP
SOLEShares4.61K
TypeSH
Market value$1.73M
0.86%
Sole
4.61K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
BERKSHIRE HATHAWAY INC DELSOLE | CL A | 44.00 | SH | $35.13M 17.39% | 44.00 | 0.00 | 0.00 |
APPLE INCSOLE | COM | 143.58K | SH | $31.89M 15.78% | 143.58K | 0.00 | 0.00 |
FASTENAL COSOLE | COM | 169.29K | SH | $13.13M 6.50% | 169.29K | 0.00 | 0.00 |
VISA INCSOLE | COM CL A | 28.48K | SH | $9.98M 4.94% | 28.48K | 0.00 | 0.00 |
ISHARES TRSOLE | CORE S&P500 ETF | 16.45K | SH | $9.24M 4.57% | 16.45K | 0.00 | 0.00 |
BOOKING HOLDINGS INCSOLE | COM | 1.97K | SH | $9.06M 4.48% | 1.97K | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL A | 48.16K | SH | $7.45M 3.69% | 48.16K | 0.00 | 0.00 |
QUALCOMM INCSOLE | COM | 36.92K | SH | $5.67M 2.81% | 36.92K | 0.00 | 0.00 |
NVIDIA CORPORATIONSOLE | COM | 44.99K | SH | $4.88M 2.41% | 44.99K | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL C | 27.74K | SH | $4.33M 2.14% | 27.74K | 0.00 | 0.00 |
AMAZON COM INCSOLE | COM | 17.62K | SH | $3.35M 1.66% | 17.62K | 0.00 | 0.00 |
VERISK ANALYTICS INCSOLE | COM | 10.71K | SH | $3.19M 1.58% | 10.71K | 0.00 | 0.00 |
COGNIZANT TECHNOLOGY SOLUTIOSOLE | CL A | 41.37K | SH | $3.16M 1.57% | 41.37K | 0.00 | 0.00 |
HEICO CORP NEWSOLE | COM | 9.96K | SH | $2.66M 1.32% | 9.96K | 0.00 | 0.00 |
S&P GLOBAL INCSOLE | COM | 5.21K | SH | $2.64M 1.31% | 5.21K | 0.00 | 0.00 |
VEEVA SYS INCSOLE | CL A COM | 10.47K | SH | $2.43M 1.20% | 10.47K | 0.00 | 0.00 |
UBER TECHNOLOGIES INCSOLE | COM | 32.65K | SH | $2.38M 1.18% | 32.65K | 0.00 | 0.00 |
ISHARES TRSOLE | IBONDS DEC 27 | 92.88K | SH | $2.35M 1.16% | 92.88K | 0.00 | 0.00 |
TRACTOR SUPPLY COSOLE | COM | 42.23K | SH | $2.33M 1.15% | 42.23K | 0.00 | 0.00 |
ROSS STORES INCSOLE | COM | 17.77K | SH | $2.27M 1.12% | 17.77K | 0.00 | 0.00 |
WALMART INCSOLE | COM | 22.81K | SH | $2.00M 0.99% | 22.81K | 0.00 | 0.00 |
ISHARES TRSOLE | RUSSELL 2000 ETF | 9.19K | SH | $1.83M 0.91% | 9.19K | 0.00 | 0.00 |
GRAND CANYON ED INCSOLE | COM | 10.47K | SH | $1.81M 0.90% | 10.47K | 0.00 | 0.00 |
RB GLOBAL INCSOLE | COM | 17.78K | SH | $1.78M 0.88% | 17.78K | 0.00 | 0.00 |
MICROSOFT CORPSOLE | COM | 4.61K | SH | $1.73M 0.86% | 4.61K | 0.00 | 0.00 |
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