Filed: 1/16/2026ACC: 0001951757-26-000192
📋 What this filing means
POSTROCK PARTNERS LLC filed this quarterly 13F‑HR report disclosing 80 equity positions with a total reported market value of $230.17M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
80
Positions
$230.17M
Total AUM (reported)
1.40M
Total Shares
Allocation by class
COM$130.44M56.7%
CL A$36.77M16.0%
CAP STK CL A$15.07M6.5%
CORE S&P500 ETF$11.48M5.0%
COM CL A$10.00M4.3%
CAP STK CL C$8.75M3.8%
IBONDS DEC 27$2.45M1.1%
Portfolio Concentration
Top 3$87.32M37.9%
4–10$68.90M29.9%
11–25$38.66M16.8%
Rest$35.30M15.3%
Top 3 weight
37.9%
Top 10 weight
67.9%
Voting Authority Distribution
Total shares with voting rights: 1.40M
Sole
Full voting authority
1.40M
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:
APPLE INC
SOLEShares143.58K
TypeSH
Market value$39.03M
16.96%
Sole
143.58K
Shared
0.00
None
0.00
BERKSHIRE HATHAWAY INC DEL
SOLEShares44.00
TypeSH
Market value$33.21M
14.43%
Sole
44.00
Shared
0.00
None
0.00
ALPHABET INC
SOLEShares48.16K
TypeSH
Market value$15.07M
6.55%
Sole
48.16K
Shared
0.00
None
0.00
FASTENAL CO
SOLEShares338.72K
TypeSH
Market value$13.59M
5.91%
Sole
338.72K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares16.75K
TypeSH
Market value$11.48M
4.99%
Sole
16.75K
Shared
0.00
None
0.00
BOOKING HOLDINGS INC
SOLEShares1.97K
TypeSH
Market value$10.53M
4.57%
Sole
1.97K
Shared
0.00
None
0.00
VISA INC
SOLEShares28.51K
TypeSH
Market value$10.00M
4.34%
Sole
28.51K
Shared
0.00
None
0.00
ALPHABET INC
SOLEShares27.89K
TypeSH
Market value$8.75M
3.80%
Sole
27.89K
Shared
0.00
None
0.00
NVIDIA CORPORATION
SOLEShares44.99K
TypeSH
Market value$8.39M
3.65%
Sole
44.99K
Shared
0.00
None
0.00
QUALCOMM INC
SOLEShares36.02K
TypeSH
Market value$6.16M
2.68%
Sole
36.02K
Shared
0.00
None
0.00
AMAZON COM INC
SOLEShares17.71K
TypeSH
Market value$4.09M
1.78%
Sole
17.71K
Shared
0.00
None
0.00
COGNIZANT TECHNOLOGY SOLUTIO
SOLEShares39.52K
TypeSH
Market value$3.28M
1.43%
Sole
39.52K
Shared
0.00
None
0.00
HEICO CORP NEW
SOLEShares9.92K
TypeSH
Market value$3.21M
1.39%
Sole
9.92K
Shared
0.00
None
0.00
ROSS STORES INC
SOLEShares17.26K
TypeSH
Market value$3.11M
1.35%
Sole
17.26K
Shared
0.00
None
0.00
S&P GLOBAL INC
SOLEShares5.21K
TypeSH
Market value$2.72M
1.18%
Sole
5.21K
Shared
0.00
None
0.00
UBER TECHNOLOGIES INC
SOLEShares32.65K
TypeSH
Market value$2.67M
1.16%
Sole
32.65K
Shared
0.00
None
0.00
WALMART INC
SOLEShares22.88K
TypeSH
Market value$2.55M
1.11%
Sole
22.88K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares96.61K
TypeSH
Market value$2.45M
1.07%
Sole
96.61K
Shared
0.00
None
0.00
VERISK ANALYTICS INC
SOLEShares10.52K
TypeSH
Market value$2.35M
1.02%
Sole
10.52K
Shared
0.00
None
0.00
VEEVA SYS INC
SOLEShares10.47K
TypeSH
Market value$2.34M
1.02%
Sole
10.47K
Shared
0.00
None
0.00
MICROSOFT CORP
SOLEShares4.68K
TypeSH
Market value$2.26M
0.98%
Sole
4.68K
Shared
0.00
None
0.00
TRACTOR SUPPLY CO
SOLEShares42.23K
TypeSH
Market value$2.11M
0.92%
Sole
42.23K
Shared
0.00
None
0.00
ADVANCED MICRO DEVICES INC
SOLEShares9.11K
TypeSH
Market value$1.95M
0.85%
Sole
9.11K
Shared
0.00
None
0.00
RB GLOBAL INC
SOLEShares17.78K
TypeSH
Market value$1.83M
0.79%
Sole
17.78K
Shared
0.00
None
0.00
GRAND CANYON ED INC
SOLEShares10.43K
TypeSH
Market value$1.73M
0.75%
Sole
10.43K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
APPLE INCSOLE | COM | 143.58K | SH | $39.03M 16.96% | 143.58K | 0.00 | 0.00 |
BERKSHIRE HATHAWAY INC DELSOLE | CL A | 44.00 | SH | $33.21M 14.43% | 44.00 | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL A | 48.16K | SH | $15.07M 6.55% | 48.16K | 0.00 | 0.00 |
FASTENAL COSOLE | COM | 338.72K | SH | $13.59M 5.91% | 338.72K | 0.00 | 0.00 |
ISHARES TRSOLE | CORE S&P500 ETF | 16.75K | SH | $11.48M 4.99% | 16.75K | 0.00 | 0.00 |
BOOKING HOLDINGS INCSOLE | COM | 1.97K | SH | $10.53M 4.57% | 1.97K | 0.00 | 0.00 |
VISA INCSOLE | COM CL A | 28.51K | SH | $10.00M 4.34% | 28.51K | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL C | 27.89K | SH | $8.75M 3.80% | 27.89K | 0.00 | 0.00 |
NVIDIA CORPORATIONSOLE | COM | 44.99K | SH | $8.39M 3.65% | 44.99K | 0.00 | 0.00 |
QUALCOMM INCSOLE | COM | 36.02K | SH | $6.16M 2.68% | 36.02K | 0.00 | 0.00 |
AMAZON COM INCSOLE | COM | 17.71K | SH | $4.09M 1.78% | 17.71K | 0.00 | 0.00 |
COGNIZANT TECHNOLOGY SOLUTIOSOLE | CL A | 39.52K | SH | $3.28M 1.43% | 39.52K | 0.00 | 0.00 |
HEICO CORP NEWSOLE | COM | 9.92K | SH | $3.21M 1.39% | 9.92K | 0.00 | 0.00 |
ROSS STORES INCSOLE | COM | 17.26K | SH | $3.11M 1.35% | 17.26K | 0.00 | 0.00 |
S&P GLOBAL INCSOLE | COM | 5.21K | SH | $2.72M 1.18% | 5.21K | 0.00 | 0.00 |
UBER TECHNOLOGIES INCSOLE | COM | 32.65K | SH | $2.67M 1.16% | 32.65K | 0.00 | 0.00 |
WALMART INCSOLE | COM | 22.88K | SH | $2.55M 1.11% | 22.88K | 0.00 | 0.00 |
ISHARES TRSOLE | IBONDS DEC 27 | 96.61K | SH | $2.45M 1.07% | 96.61K | 0.00 | 0.00 |
VERISK ANALYTICS INCSOLE | COM | 10.52K | SH | $2.35M 1.02% | 10.52K | 0.00 | 0.00 |
VEEVA SYS INCSOLE | CL A COM | 10.47K | SH | $2.34M 1.02% | 10.47K | 0.00 | 0.00 |
MICROSOFT CORPSOLE | COM | 4.68K | SH | $2.26M 0.98% | 4.68K | 0.00 | 0.00 |
TRACTOR SUPPLY COSOLE | COM | 42.23K | SH | $2.11M 0.92% | 42.23K | 0.00 | 0.00 |
ADVANCED MICRO DEVICES INCSOLE | COM | 9.11K | SH | $1.95M 0.85% | 9.11K | 0.00 | 0.00 |
RB GLOBAL INCSOLE | COM | 17.78K | SH | $1.83M 0.79% | 17.78K | 0.00 | 0.00 |
GRAND CANYON ED INCSOLE | COM | 10.43K | SH | $1.73M 0.75% | 10.43K | 0.00 | 0.00 |
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