Filed: 10/28/2025ACC: 0001951757-25-001224
📋 What this filing means
POSTROCK PARTNERS LLC filed this quarterly 13F‑HR report disclosing 83 equity positions with a total reported market value of $226.14M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
83
Positions
$226.14M
Total AUM (reported)
1.43M
Total Shares
Allocation by class
COM$131.75M58.3%
CL A$36.11M16.0%
CAP STK CL A$11.71M5.2%
CORE S&P500 ETF$10.99M4.9%
COM CL A$9.73M4.3%
CAP STK CL C$6.79M3.0%
CL A COM$3.12M1.4%
Portfolio Concentration
Top 3$86.36M38.2%
4–10$64.22M28.4%
11–25$39.33M17.4%
Rest$36.23M16.0%
Top 3 weight
38.2%
Top 10 weight
66.6%
Voting Authority Distribution
Total shares with voting rights: 1.43M
Sole
Full voting authority
1.43M
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)
Sole83
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings83
Rows:
APPLE INC
SOLEShares143.58K
TypeSH
Market value$36.56M
16.17%
Sole
143.58K
Shared
0.00
None
0.00
BERKSHIRE HATHAWAY INC DEL
SOLEShares44.00
TypeSH
Market value$33.18M
14.67%
Sole
44.00
Shared
0.00
None
0.00
FASTENAL CO
SOLEShares338.72K
TypeSH
Market value$16.61M
7.35%
Sole
338.72K
Shared
0.00
None
0.00
ALPHABET INC
SOLEShares48.16K
TypeSH
Market value$11.71M
5.18%
Sole
48.16K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares16.42K
TypeSH
Market value$10.99M
4.86%
Sole
16.42K
Shared
0.00
None
0.00
BOOKING HOLDINGS INC
SOLEShares1.97K
TypeSH
Market value$10.61M
4.69%
Sole
1.97K
Shared
0.00
None
0.00
VISA INC
SOLEShares28.51K
TypeSH
Market value$9.73M
4.30%
Sole
28.51K
Shared
0.00
None
0.00
NVIDIA CORPORATION
SOLEShares44.99K
TypeSH
Market value$8.39M
3.71%
Sole
44.99K
Shared
0.00
None
0.00
ALPHABET INC
SOLEShares27.89K
TypeSH
Market value$6.79M
3.00%
Sole
27.89K
Shared
0.00
None
0.00
QUALCOMM INC
SOLEShares36.02K
TypeSH
Market value$5.99M
2.65%
Sole
36.02K
Shared
0.00
None
0.00
AMAZON COM INC
SOLEShares17.71K
TypeSH
Market value$3.89M
1.72%
Sole
17.71K
Shared
0.00
None
0.00
HEICO CORP NEW
SOLEShares9.92K
TypeSH
Market value$3.20M
1.42%
Sole
9.92K
Shared
0.00
None
0.00
UBER TECHNOLOGIES INC
SOLEShares32.65K
TypeSH
Market value$3.20M
1.41%
Sole
32.65K
Shared
0.00
None
0.00
VEEVA SYS INC
SOLEShares10.47K
TypeSH
Market value$3.12M
1.38%
Sole
10.47K
Shared
0.00
None
0.00
COGNIZANT TECHNOLOGY SOLUTIO
SOLEShares39.52K
TypeSH
Market value$2.65M
1.17%
Sole
39.52K
Shared
0.00
None
0.00
VERISK ANALYTICS INC
SOLEShares10.52K
TypeSH
Market value$2.65M
1.17%
Sole
10.52K
Shared
0.00
None
0.00
ROSS STORES INC
SOLEShares17.26K
TypeSH
Market value$2.63M
1.16%
Sole
17.26K
Shared
0.00
None
0.00
S&P GLOBAL INC
SOLEShares5.21K
TypeSH
Market value$2.53M
1.12%
Sole
5.21K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares96.61K
TypeSH
Market value$2.46M
1.09%
Sole
96.61K
Shared
0.00
None
0.00
MICROSOFT CORP
SOLEShares4.68K
TypeSH
Market value$2.43M
1.07%
Sole
4.68K
Shared
0.00
None
0.00
TRACTOR SUPPLY CO
SOLEShares42.23K
TypeSH
Market value$2.40M
1.06%
Sole
42.23K
Shared
0.00
None
0.00
WALMART INC
SOLEShares22.88K
TypeSH
Market value$2.36M
1.04%
Sole
22.88K
Shared
0.00
None
0.00
GRAND CANYON ED INC
SOLEShares10.43K
TypeSH
Market value$2.29M
1.01%
Sole
10.43K
Shared
0.00
None
0.00
RB GLOBAL INC
SOLEShares17.78K
TypeSH
Market value$1.93M
0.85%
Sole
17.78K
Shared
0.00
None
0.00
ROLLINS INC
SOLEShares27.17K
TypeSH
Market value$1.60M
0.71%
Sole
27.17K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
APPLE INCSOLE | COM | 143.58K | SH | $36.56M 16.17% | 143.58K | 0.00 | 0.00 |
BERKSHIRE HATHAWAY INC DELSOLE | CL A | 44.00 | SH | $33.18M 14.67% | 44.00 | 0.00 | 0.00 |
FASTENAL COSOLE | COM | 338.72K | SH | $16.61M 7.35% | 338.72K | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL A | 48.16K | SH | $11.71M 5.18% | 48.16K | 0.00 | 0.00 |
ISHARES TRSOLE | CORE S&P500 ETF | 16.42K | SH | $10.99M 4.86% | 16.42K | 0.00 | 0.00 |
BOOKING HOLDINGS INCSOLE | COM | 1.97K | SH | $10.61M 4.69% | 1.97K | 0.00 | 0.00 |
VISA INCSOLE | COM CL A | 28.51K | SH | $9.73M 4.30% | 28.51K | 0.00 | 0.00 |
NVIDIA CORPORATIONSOLE | COM | 44.99K | SH | $8.39M 3.71% | 44.99K | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL C | 27.89K | SH | $6.79M 3.00% | 27.89K | 0.00 | 0.00 |
QUALCOMM INCSOLE | COM | 36.02K | SH | $5.99M 2.65% | 36.02K | 0.00 | 0.00 |
AMAZON COM INCSOLE | COM | 17.71K | SH | $3.89M 1.72% | 17.71K | 0.00 | 0.00 |
HEICO CORP NEWSOLE | COM | 9.92K | SH | $3.20M 1.42% | 9.92K | 0.00 | 0.00 |
UBER TECHNOLOGIES INCSOLE | COM | 32.65K | SH | $3.20M 1.41% | 32.65K | 0.00 | 0.00 |
VEEVA SYS INCSOLE | CL A COM | 10.47K | SH | $3.12M 1.38% | 10.47K | 0.00 | 0.00 |
COGNIZANT TECHNOLOGY SOLUTIOSOLE | CL A | 39.52K | SH | $2.65M 1.17% | 39.52K | 0.00 | 0.00 |
VERISK ANALYTICS INCSOLE | COM | 10.52K | SH | $2.65M 1.17% | 10.52K | 0.00 | 0.00 |
ROSS STORES INCSOLE | COM | 17.26K | SH | $2.63M 1.16% | 17.26K | 0.00 | 0.00 |
S&P GLOBAL INCSOLE | COM | 5.21K | SH | $2.53M 1.12% | 5.21K | 0.00 | 0.00 |
ISHARES TRSOLE | IBONDS DEC 27 | 96.61K | SH | $2.46M 1.09% | 96.61K | 0.00 | 0.00 |
MICROSOFT CORPSOLE | COM | 4.68K | SH | $2.43M 1.07% | 4.68K | 0.00 | 0.00 |
TRACTOR SUPPLY COSOLE | COM | 42.23K | SH | $2.40M 1.06% | 42.23K | 0.00 | 0.00 |
WALMART INCSOLE | COM | 22.88K | SH | $2.36M 1.04% | 22.88K | 0.00 | 0.00 |
GRAND CANYON ED INCSOLE | COM | 10.43K | SH | $2.29M 1.01% | 10.43K | 0.00 | 0.00 |
RB GLOBAL INCSOLE | COM | 17.78K | SH | $1.93M 0.85% | 17.78K | 0.00 | 0.00 |
ROLLINS INCSOLE | COM | 27.17K | SH | $1.60M 0.71% | 27.17K | 0.00 | 0.00 |
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