Holders — by stockHoldings — by fund
POSTROCK PARTNERS LLC
Everything this manager disclosed owning in US-listed stocks — its complete Form 13F portfolio · as of 2026-06-30 · filed with the SEC up to 45 days after quarter end · CIK 0002053668
$245.9M
disclosed book value
78
positions
16.9%
largest position share
Positions, as of 2026-06-30
top 78 of 78 · 13F covers long US-listed positions only — cash, bonds, private and foreign stakes are not disclosed · PUT/CALL tags = options positions (share-equivalents), not shares held
| # | Issuer | Shares | Value | % of book |
|---|---|---|---|---|
| 1 | AAPLAPPLE INC | 143,624 | $41.6M | 16.9% |
| 2 | BRK/ABERKSHIRE HATHAWAY INC DEL | 44 | $32.9M | 13.4% |
| 3 | GOOGLALPHABET INC | 48,158 | $17.2M | 7% |
| 4 | FASTFASTENAL CO | 338,720 | $16.3M | 6.6% |
| 5 | IVVISHARES TR | 18,522 | $13.9M | 5.6% |
| 6 | GOOGALPHABET INC | 27,890 | $9.9M | 4% |
| 7 | VVISA INC | 28,506 | $9.8M | 4% |
| 8 | NVDANVIDIA CORPORATION | 45,026 | $9.0M | 3.7% |
| 9 | BKNGBOOKING HOLDINGS INC | 49,150 | $8.8M | 3.6% |
| 10 | QCOMQUALCOMM INC | 36,024 | $6.7M | 2.7% |
| 11 | MUMICRON TECHNOLOGY INC | 5,493 | $6.3M | 2.6% |
| 12 | AMDADVANCED MICRO DEVICES INC | 9,109 | $5.3M | 2.2% |
| 13 | AMZNAMAZON COM INC | 17,741 | $4.2M | 1.7% |
| 14 | ROSTROSS STORES INC | 17,257 | $3.7M | 1.5% |
| 15 | HEIHEICO CORP NEW | 9,922 | $3.5M | 1.4% |
| 16 | WMTWALMART INC | 22,883 | $2.6M | 1.1% |
| 17 | IBMPISHARES TR | 98,576 | $2.5M | 1% |
| 18 | UBERUBER TECHNOLOGIES INC | 32,923 | $2.4M | 1% |
| 19 | PANWPALO ALTO NETWORKS INC | 6,793 | $2.3M | 0.9% |
| 20 | SPGIS&P GLOBAL INC | 5,224 | $2.1M | 0.9% |
| 21 | RBARB GLOBAL INC | 17,780 | $2.1M | 0.8% |
| 22 | VRSKVERISK ANALYTICS INC | 10,521 | $1.9M | 0.8% |
| 23 | VEEVVEEVA SYS INC | 10,470 | $1.9M | 0.8% |
| 24 | MSFTMICROSOFT CORP | 4,753 | $1.8M | 0.7% |
| 25 | UPSUNITED PARCEL SVCS INC | 14,916 | $1.6M | 0.7% |
| 26 | CTSHCOGNIZANT TECHNOLOGY SOLUTIO | 39,522 | $1.5M | 0.6% |
| 27 | LOPEGRAND CANYON ED INC | 10,385 | $1.5M | 0.6% |
| 28 | TECHBIO-TECHNE CORP | 21,006 | $1.5M | 0.6% |
| 29 | SCHWSCHWAB CHARLES CORP | 15,444 | $1.4M | 0.6% |
| 30 | SPYSTATE STR SPDR S&P 500 ETF T | 1,800 | $1.3M | 0.5% |
| 31 | TSCOTRACTOR SUPPLY CO | 42,225 | $1.3M | 0.5% |
| 32 | JPMJPMORGAN CHASE & CO | 3,502 | $1.1M | 0.5% |
| 33 | ROLROLLINS INC | 27,169 | $1.1M | 0.5% |
| 34 | BLKBLACKROCK INC | 1,134 | $1.1M | 0.4% |
| 35 | IBMOISHARES TR | 38,606 | $989,862 | 0.4% |
| 36 | AMTAMERICAN TOWER CORP | 6,015 | $983,874 | 0.4% |
| 37 | COSTCOSTCO WHOLESALE CORPORATION | 1,038 | $971,018 | 0.4% |
| 38 | SUBISHARES TR | 8,400 | $894,348 | 0.4% |
| 39 | EMBISHARES TR | 9,000 | $867,960 | 0.4% |
| 40 | CPRTCOPART INC | 30,180 | $850,774 | 0.3% |
| 41 | IJRISHARES TR | 5,441 | $806,955 | 0.3% |
| 42 | IWMISHARES TR | 2,506 | $752,928 | 0.3% |
| 43 | SNPSSYNOPSYS INC | 1,683 | $750,736 | 0.3% |
| 44 | IWRISHARES TR | 6,376 | $703,400 | 0.3% |
| 45 | CGNXCOGNEX CORP | 9,694 | $702,039 | 0.3% |
| 46 | AMATAPPLIED MATLS INC | 936 | $676,728 | 0.3% |
| 47 | AGGISHARES TR | 6,784 | $671,480 | 0.3% |
| 48 | MSIMOTOROLA SOLUTIONS INC | 1,615 | $670,693 | 0.3% |
| 49 | MPCMARATHON PETE CORP | 2,565 | $655,794 | 0.3% |
| 50 | GEVGE VERNOVA INC | 546 | $641,474 | 0.3% |
| 51 | BMOPBNY MELLON ETF TRUST II | 25,342 | $638,872 | 0.3% |
| 52 | IVEISHARES TR | 2,765 | $627,821 | 0.3% |
| 53 | GNTXGENTEX CORP | 24,417 | $617,018 | 0.3% |
| 54 | DHRDANAHER CORP DEL | 3,122 | $594,679 | 0.2% |
| 55 | BACBANK OF AMER CORP | 9,721 | $553,903 | 0.2% |
| 56 | NOWSERVICENOW INC | 5,227 | $518,937 | 0.2% |
| 57 | CHECHEMED CORP NEW | 1,103 | $513,711 | 0.2% |
| 58 | BRK/BBERKSHIRE HATHAWAY INC DEL | 1,004 | $502,392 | 0.2% |
| 59 | HWMHOWMET AEROSPACE INC | 1,850 | $497,391 | 0.2% |
| 60 | IBMQISHARES TR | 19,181 | $490,650 | 0.2% |
| 61 | LKQLKQ CORP | 16,445 | $432,997 | 0.2% |
| 62 | SHYISHARES TR | 5,192 | $426,315 | 0.2% |
| 63 | VNQVANGUARD INDEX FDS | 4,335 | $418,024 | 0.2% |
| 64 | CSCOCISCO SYS INC | 3,475 | $408,174 | 0.2% |
| 65 | IWSISHARES TR | 2,306 | $379,568 | 0.2% |
| 66 | QQQINVESCO QQQ TR | 497 | $365,991 | 0.1% |
| 67 | GILDGILEAD SCIENCES INC | 2,681 | $338,718 | 0.1% |
| 68 | IEMGISHARES INC | 3,988 | $330,366 | 0.1% |
| 69 | CSGPCOSTAR GROUP INC | 11,440 | $323,981 | 0.1% |
| 70 | WSTWEST PHARMACEUTICAL SVSC INC | 771 | $276,789 | 0.1% |
| 71 | ENTGENTEGRIS INC | 1,538 | $276,625 | 0.1% |
| 72 | JOHNSON CONTROLS INTERNATION | 1,880 | $274,687 | 0.1% |
| 73 | GSGOLDMAN SACHS GROUP INC | 265 | $268,013 | 0.1% |
| 74 | IJHISHARES TR | 3,382 | $260,786 | 0.1% |
| 75 | HDHOME DEPOT INC | 713 | $251,461 | 0.1% |
| 76 | MAMASTERCARD INCORPORATED | 484 | $248,582 | 0.1% |
| 77 | MUBISHARES TR | 2,075 | $223,312 | 0.1% |
| 78 | CMECME GROUP INC | 925 | $204,268 | 0.1% |
Source: SEC Form 13F-HR, reporting period 2026-06-30. Values are the manager's filed June-30-style quarter-end marks, not live prices. Research, not investment advice.