Filed: 7/15/2025ACC: 0001951757-25-000856
📋 What this filing means
POSTROCK PARTNERS LLC filed this quarterly 13F‑HR report disclosing 82 equity positions with a total reported market value of $209.12M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
82
Positions
$209.12M
Total AUM (reported)
1.44M
Total Shares
Allocation by class
COM$121.14M57.9%
CL A$35.68M17.1%
CORE S&P500 ETF$10.20M4.9%
COM CL A$10.12M4.8%
CAP STK CL A$8.49M4.1%
CAP STK CL C$4.95M2.4%
CL A COM$3.02M1.4%
Portfolio Concentration
Top 3$75.75M36.2%
4–10$57.98M27.7%
11–25$39.39M18.8%
Rest$36.00M17.2%
Top 3 weight
36.2%
Top 10 weight
63.9%
Voting Authority Distribution
Total shares with voting rights: 1.44M
Sole
Full voting authority
1.44M
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)
Sole82
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings82
Rows:
BERKSHIRE HATHAWAY INC DEL
SOLEShares44.00
TypeSH
Market value$32.07M
15.33%
Sole
44.00
Shared
0.00
None
0.00
APPLE INC
SOLEShares143.58K
TypeSH
Market value$29.46M
14.09%
Sole
143.58K
Shared
0.00
None
0.00
FASTENAL CO
SOLEShares338.72K
TypeSH
Market value$14.23M
6.80%
Sole
338.72K
Shared
0.00
None
0.00
BOOKING HOLDINGS INC
SOLEShares1.97K
TypeSH
Market value$11.38M
5.44%
Sole
1.97K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares16.42K
TypeSH
Market value$10.20M
4.88%
Sole
16.42K
Shared
0.00
None
0.00
VISA INC
SOLEShares28.51K
TypeSH
Market value$10.12M
4.84%
Sole
28.51K
Shared
0.00
None
0.00
ALPHABET INC
SOLEShares48.16K
TypeSH
Market value$8.49M
4.06%
Sole
48.16K
Shared
0.00
None
0.00
NVIDIA CORPORATION
SOLEShares44.99K
TypeSH
Market value$7.11M
3.40%
Sole
44.99K
Shared
0.00
None
0.00
QUALCOMM INC
SOLEShares36.02K
TypeSH
Market value$5.74M
2.74%
Sole
36.02K
Shared
0.00
None
0.00
ALPHABET INC
SOLEShares27.89K
TypeSH
Market value$4.95M
2.37%
Sole
27.89K
Shared
0.00
None
0.00
AMAZON COM INC
SOLEShares17.71K
TypeSH
Market value$3.89M
1.86%
Sole
17.71K
Shared
0.00
None
0.00
VERISK ANALYTICS INC
SOLEShares10.52K
TypeSH
Market value$3.28M
1.57%
Sole
10.52K
Shared
0.00
None
0.00
HEICO CORP NEW
SOLEShares9.92K
TypeSH
Market value$3.25M
1.56%
Sole
9.92K
Shared
0.00
None
0.00
COGNIZANT TECHNOLOGY SOLUTIO
SOLEShares39.52K
TypeSH
Market value$3.08M
1.47%
Sole
39.52K
Shared
0.00
None
0.00
UBER TECHNOLOGIES INC
SOLEShares32.65K
TypeSH
Market value$3.05M
1.46%
Sole
32.65K
Shared
0.00
None
0.00
VEEVA SYS INC
SOLEShares10.47K
TypeSH
Market value$3.02M
1.44%
Sole
10.47K
Shared
0.00
None
0.00
S&P GLOBAL INC
SOLEShares5.21K
TypeSH
Market value$2.74M
1.31%
Sole
5.21K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares96.61K
TypeSH
Market value$2.45M
1.17%
Sole
96.61K
Shared
0.00
None
0.00
MICROSOFT CORP
SOLEShares4.68K
TypeSH
Market value$2.33M
1.11%
Sole
4.68K
Shared
0.00
None
0.00
WALMART INC
SOLEShares22.88K
TypeSH
Market value$2.24M
1.07%
Sole
22.88K
Shared
0.00
None
0.00
TRACTOR SUPPLY CO
SOLEShares42.23K
TypeSH
Market value$2.23M
1.07%
Sole
42.23K
Shared
0.00
None
0.00
ROSS STORES INC
SOLEShares17.26K
TypeSH
Market value$2.20M
1.05%
Sole
17.26K
Shared
0.00
None
0.00
GRAND CANYON ED INC
SOLEShares10.43K
TypeSH
Market value$1.97M
0.94%
Sole
10.43K
Shared
0.00
None
0.00
RB GLOBAL INC
SOLEShares17.78K
TypeSH
Market value$1.89M
0.90%
Sole
17.78K
Shared
0.00
None
0.00
ANSYS INC
SOLEShares5.07K
TypeSH
Market value$1.78M
0.85%
Sole
5.07K
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 | $32.07M 15.33% | 44.00 | 0.00 | 0.00 |
APPLE INCSOLE | COM | 143.58K | SH | $29.46M 14.09% | 143.58K | 0.00 | 0.00 |
FASTENAL COSOLE | COM | 338.72K | SH | $14.23M 6.80% | 338.72K | 0.00 | 0.00 |
BOOKING HOLDINGS INCSOLE | COM | 1.97K | SH | $11.38M 5.44% | 1.97K | 0.00 | 0.00 |
ISHARES TRSOLE | CORE S&P500 ETF | 16.42K | SH | $10.20M 4.88% | 16.42K | 0.00 | 0.00 |
VISA INCSOLE | COM CL A | 28.51K | SH | $10.12M 4.84% | 28.51K | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL A | 48.16K | SH | $8.49M 4.06% | 48.16K | 0.00 | 0.00 |
NVIDIA CORPORATIONSOLE | COM | 44.99K | SH | $7.11M 3.40% | 44.99K | 0.00 | 0.00 |
QUALCOMM INCSOLE | COM | 36.02K | SH | $5.74M 2.74% | 36.02K | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL C | 27.89K | SH | $4.95M 2.37% | 27.89K | 0.00 | 0.00 |
AMAZON COM INCSOLE | COM | 17.71K | SH | $3.89M 1.86% | 17.71K | 0.00 | 0.00 |
VERISK ANALYTICS INCSOLE | COM | 10.52K | SH | $3.28M 1.57% | 10.52K | 0.00 | 0.00 |
HEICO CORP NEWSOLE | COM | 9.92K | SH | $3.25M 1.56% | 9.92K | 0.00 | 0.00 |
COGNIZANT TECHNOLOGY SOLUTIOSOLE | CL A | 39.52K | SH | $3.08M 1.47% | 39.52K | 0.00 | 0.00 |
UBER TECHNOLOGIES INCSOLE | COM | 32.65K | SH | $3.05M 1.46% | 32.65K | 0.00 | 0.00 |
VEEVA SYS INCSOLE | CL A COM | 10.47K | SH | $3.02M 1.44% | 10.47K | 0.00 | 0.00 |
S&P GLOBAL INCSOLE | COM | 5.21K | SH | $2.74M 1.31% | 5.21K | 0.00 | 0.00 |
ISHARES TRSOLE | IBONDS DEC 27 | 96.61K | SH | $2.45M 1.17% | 96.61K | 0.00 | 0.00 |
MICROSOFT CORPSOLE | COM | 4.68K | SH | $2.33M 1.11% | 4.68K | 0.00 | 0.00 |
WALMART INCSOLE | COM | 22.88K | SH | $2.24M 1.07% | 22.88K | 0.00 | 0.00 |
TRACTOR SUPPLY COSOLE | COM | 42.23K | SH | $2.23M 1.07% | 42.23K | 0.00 | 0.00 |
ROSS STORES INCSOLE | COM | 17.26K | SH | $2.20M 1.05% | 17.26K | 0.00 | 0.00 |
GRAND CANYON ED INCSOLE | COM | 10.43K | SH | $1.97M 0.94% | 10.43K | 0.00 | 0.00 |
RB GLOBAL INCSOLE | COM | 17.78K | SH | $1.89M 0.90% | 17.78K | 0.00 | 0.00 |
ANSYS INCSOLE | COM | 5.07K | SH | $1.78M 0.85% | 5.07K | 0.00 | 0.00 |
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