Filed: 5/6/2026ACC: 0001951757-26-000777
📋 What this filing means
POSTROCK PARTNERS LLC filed this quarterly 13F‑HR report disclosing 82 equity positions with a total reported market value of $216.16M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
82
Positions
$216.16M
Total AUM (reported)
1.42M
Total Shares
Allocation by class
COM$122.89M56.8%
CL A$34.26M15.9%
CAP STK CL A$13.85M6.4%
CORE S&P500 ETF$11.42M5.3%
COM CL A$8.62M4.0%
CAP STK CL C$8.00M3.7%
IBONDS DEC 27$2.46M1.1%
Portfolio Concentration
Top 3$83.77M38.8%
4–10$62.65M29.0%
11–25$35.39M16.4%
Rest$34.36M15.9%
Top 3 weight
38.8%
Top 10 weight
67.7%
Voting Authority Distribution
Total shares with voting rights: 1.42M
Sole
Full voting authority
1.42M
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:
APPLE INC
SOLEShares143.62K
TypeSH
Market value$36.45M
16.86%
Sole
143.62K
Shared
0.00
None
0.00
BERKSHIRE HATHAWAY INC DEL
SOLEShares44.00
TypeSH
Market value$31.60M
14.62%
Sole
44.00
Shared
0.00
None
0.00
FASTENAL CO
SOLEShares338.72K
TypeSH
Market value$15.72M
7.27%
Sole
338.72K
Shared
0.00
None
0.00
ALPHABET INC
SOLEShares48.16K
TypeSH
Market value$13.85M
6.41%
Sole
48.16K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares17.48K
TypeSH
Market value$11.42M
5.28%
Sole
17.48K
Shared
0.00
None
0.00
VISA INC
SOLEShares28.51K
TypeSH
Market value$8.62M
3.99%
Sole
28.51K
Shared
0.00
None
0.00
BOOKING HOLDINGS INC
SOLEShares1.97K
TypeSH
Market value$8.28M
3.83%
Sole
1.97K
Shared
0.00
None
0.00
ALPHABET INC
SOLEShares27.89K
TypeSH
Market value$8.00M
3.70%
Sole
27.89K
Shared
0.00
None
0.00
NVIDIA CORPORATION
SOLEShares44.99K
TypeSH
Market value$7.85M
3.63%
Sole
44.99K
Shared
0.00
None
0.00
QUALCOMM INC
SOLEShares36.02K
TypeSH
Market value$4.64M
2.15%
Sole
36.02K
Shared
0.00
None
0.00
ROSS STORES INC
SOLEShares17.26K
TypeSH
Market value$3.74M
1.73%
Sole
17.26K
Shared
0.00
None
0.00
AMAZON COM INC
SOLEShares17.71K
TypeSH
Market value$3.69M
1.71%
Sole
17.71K
Shared
0.00
None
0.00
WALMART INC
SOLEShares22.88K
TypeSH
Market value$2.84M
1.32%
Sole
22.88K
Shared
0.00
None
0.00
HEICO CORP NEW
SOLEShares9.92K
TypeSH
Market value$2.72M
1.26%
Sole
9.92K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares96.63K
TypeSH
Market value$2.46M
1.14%
Sole
96.63K
Shared
0.00
None
0.00
COGNIZANT TECHNOLOGY SOLUTIO
SOLEShares39.52K
TypeSH
Market value$2.42M
1.12%
Sole
39.52K
Shared
0.00
None
0.00
UBER TECHNOLOGIES INC
SOLEShares32.65K
TypeSH
Market value$2.35M
1.09%
Sole
32.65K
Shared
0.00
None
0.00
S&P GLOBAL INC
SOLEShares5.21K
TypeSH
Market value$2.21M
1.02%
Sole
5.21K
Shared
0.00
None
0.00
VERISK ANALYTICS INC
SOLEShares10.52K
TypeSH
Market value$2.00M
0.92%
Sole
10.52K
Shared
0.00
None
0.00
TRACTOR SUPPLY CO
SOLEShares42.23K
TypeSH
Market value$1.91M
0.88%
Sole
42.23K
Shared
0.00
None
0.00
MICRON TECHNOLOGY INC
SOLEShares5.49K
TypeSH
Market value$1.86M
0.86%
Sole
5.49K
Shared
0.00
None
0.00
ADVANCED MICRO DEVICES INC
SOLEShares9.11K
TypeSH
Market value$1.85M
0.86%
Sole
9.11K
Shared
0.00
None
0.00
VEEVA SYS INC
SOLEShares10.47K
TypeSH
Market value$1.84M
0.85%
Sole
10.47K
Shared
0.00
None
0.00
GRAND CANYON ED INC
SOLEShares10.38K
TypeSH
Market value$1.77M
0.82%
Sole
10.38K
Shared
0.00
None
0.00
MICROSOFT CORP
SOLEShares4.68K
TypeSH
Market value$1.73M
0.80%
Sole
4.68K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
APPLE INCSOLE | COM | 143.62K | SH | $36.45M 16.86% | 143.62K | 0.00 | 0.00 |
BERKSHIRE HATHAWAY INC DELSOLE | CL A | 44.00 | SH | $31.60M 14.62% | 44.00 | 0.00 | 0.00 |
FASTENAL COSOLE | COM | 338.72K | SH | $15.72M 7.27% | 338.72K | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL A | 48.16K | SH | $13.85M 6.41% | 48.16K | 0.00 | 0.00 |
ISHARES TRSOLE | CORE S&P500 ETF | 17.48K | SH | $11.42M 5.28% | 17.48K | 0.00 | 0.00 |
VISA INCSOLE | COM CL A | 28.51K | SH | $8.62M 3.99% | 28.51K | 0.00 | 0.00 |
BOOKING HOLDINGS INCSOLE | COM | 1.97K | SH | $8.28M 3.83% | 1.97K | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL C | 27.89K | SH | $8.00M 3.70% | 27.89K | 0.00 | 0.00 |
NVIDIA CORPORATIONSOLE | COM | 44.99K | SH | $7.85M 3.63% | 44.99K | 0.00 | 0.00 |
QUALCOMM INCSOLE | COM | 36.02K | SH | $4.64M 2.15% | 36.02K | 0.00 | 0.00 |
ROSS STORES INCSOLE | COM | 17.26K | SH | $3.74M 1.73% | 17.26K | 0.00 | 0.00 |
AMAZON COM INCSOLE | COM | 17.71K | SH | $3.69M 1.71% | 17.71K | 0.00 | 0.00 |
WALMART INCSOLE | COM | 22.88K | SH | $2.84M 1.32% | 22.88K | 0.00 | 0.00 |
HEICO CORP NEWSOLE | COM | 9.92K | SH | $2.72M 1.26% | 9.92K | 0.00 | 0.00 |
ISHARES TRSOLE | IBONDS DEC 27 | 96.63K | SH | $2.46M 1.14% | 96.63K | 0.00 | 0.00 |
COGNIZANT TECHNOLOGY SOLUTIOSOLE | CL A | 39.52K | SH | $2.42M 1.12% | 39.52K | 0.00 | 0.00 |
UBER TECHNOLOGIES INCSOLE | COM | 32.65K | SH | $2.35M 1.09% | 32.65K | 0.00 | 0.00 |
S&P GLOBAL INCSOLE | COM | 5.21K | SH | $2.21M 1.02% | 5.21K | 0.00 | 0.00 |
VERISK ANALYTICS INCSOLE | COM | 10.52K | SH | $2.00M 0.92% | 10.52K | 0.00 | 0.00 |
TRACTOR SUPPLY COSOLE | COM | 42.23K | SH | $1.91M 0.88% | 42.23K | 0.00 | 0.00 |
MICRON TECHNOLOGY INCSOLE | COM | 5.49K | SH | $1.86M 0.86% | 5.49K | 0.00 | 0.00 |
ADVANCED MICRO DEVICES INCSOLE | COM | 9.11K | SH | $1.85M 0.86% | 9.11K | 0.00 | 0.00 |
VEEVA SYS INCSOLE | CL A COM | 10.47K | SH | $1.84M 0.85% | 10.47K | 0.00 | 0.00 |
GRAND CANYON ED INCSOLE | COM | 10.38K | SH | $1.77M 0.82% | 10.38K | 0.00 | 0.00 |
MICROSOFT CORPSOLE | COM | 4.68K | SH | $1.73M 0.80% | 4.68K | 0.00 | 0.00 |
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