Postrock Partners LLC
Postrock Partners LLC reported 78 holdings worth US$246M as of Jun 30, 2026 (Form 13F)
As of Jun 30, 2026 · Filed Jul 24, 2026
Postrock Partners LLC reported 78 holdings worth US$246M as of Jun 30, 2026. Largest: Apple Inc, Berkshire Hathaway Inc. and Alphabet Inc (google) Class C. Filed Jul 24, 2026 (Form 13F).
- Holdings
- 78
- Value as reported
- US$246M
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|
| Apple Inc | 144K | US$41.6M | 16.9% |
| Berkshire Hathaway Inc. | 66,851 | US$33.5M | 13.6% |
| Alphabet Inc (google) Class C | 75,733 | US$27.1M | 11.0% |
| Fastenal Company | 339K | US$16.3M | 6.6% |
| Visa Inc. | 28,506 | US$9.78M | 4.0% |
| Nvidia Corporation | 45,026 | US$9.01M | 3.7% |
| Booking Holdings Inc. Common Stock | 49,150 | US$8.76M | 3.6% |
| Qualcomm Incorporated | 36,024 | US$6.66M | 2.7% |
| Micron Technology, Inc. | 5,493 | US$6.34M | 2.6% |
| Advanced Micro Devices Inc | 9,109 | US$5.29M | 2.2% |
| Amazon.com, Inc. | 17,741 | US$4.23M | 1.7% |
| Ross Stores, Inc. | 17,257 | US$3.67M | 1.5% |
| Heico Corporation | 13,703 | US$3.53M | 1.4% |
| Walmart Inc. | 22,883 | US$2.59M | 1.1% |
| Uber Technologies, Inc. | 32,923 | US$2.38M | 0.97% |
| Palo Alto Networks, Inc. | 6,793 | US$2.32M | 0.94% |
| S&p Global Inc. | 5,224 | US$2.13M | 0.87% |
| Rb Global, Inc. | 17,780 | US$2.07M | 0.84% |
| Verisk Analytics, Inc. | 10,521 | US$1.89M | 0.77% |
| Veeva Systems Inc. | 10,470 | US$1.86M | 0.76% |
| Microsoft Corp. | 4,753 | US$1.77M | 0.72% |
| United Parcel Service, Inc. | 14,916 | US$1.6M | 0.65% |
| Cognizant Technology Solutions Corporation | 39,522 | US$1.53M | 0.62% |
| Grand Canyon Education, Inc. | 10,385 | US$1.49M | 0.60% |
| Bio-techne Corp | 21,006 | US$1.48M | 0.60% |
| Charles Schwab Corporation (the) | 15,444 | US$1.43M | 0.58% |
| Tractor Supply Company | 42,225 | US$1.33M | 0.54% |
| Jp Morgan Chase & Co. | 3,502 | US$1.15M | 0.47% |
| Rollins, Inc. | 27,169 | US$1.13M | 0.46% |
| Blackrock, Inc. | 1,134 | US$1.09M | 0.44% |
| American Tower Corporation (reit) | 6,015 | US$984K | 0.40% |
| Costco Wholesale Corporation | 1,038 | US$971K | 0.39% |
| Copart, Inc. | 30,180 | US$851K | 0.35% |
| Synopsys, Inc. | 1,683 | US$751K | 0.31% |
| Cognex Corporation | 9,694 | US$702K | 0.29% |
| Applied Materials, Inc. | 936 | US$677K | 0.28% |
| Motorola Solutions, Inc. | 1,615 | US$671K | 0.27% |
| Marathon Petroleum Corporation | 2,565 | US$656K | 0.27% |
| Ge Vernova Inc. | 546 | US$641K | 0.26% |
| Gentex Corporation | 24,417 | US$617K | 0.25% |
| Danaher Corporation | 3,122 | US$595K | 0.24% |
| Bank Of America Corporation | 9,721 | US$554K | 0.23% |
| Servicenow, Inc. | 5,227 | US$519K | 0.21% |
| Chemed Corp | 1,103 | US$514K | 0.21% |
| Howmet Aerospace Inc. | 1,850 | US$497K | 0.20% |
| Lkq Corporation | 16,445 | US$433K | 0.18% |
| Cisco Systems, Inc. | 3,475 | US$408K | 0.17% |
| Gilead Sciences, Inc. | 2,681 | US$339K | 0.14% |
| Costar Group, Inc. | 11,440 | US$324K | 0.13% |
| West Pharmaceutical Services, Inc. | 771 | US$277K | 0.11% |
| Entegris, Inc. | 1,538 | US$277K | 0.11% |
| Goldman Sachs Group, Inc. (the) | 265 | US$268K | 0.11% |
| Home Depot, Inc. (the) | 713 | US$251K | 0.10% |
| Mastercard Incorporated | 484 | US$249K | 0.10% |
| Cme Group Inc. | 925 | US$204K | 0.08% |
| At&t Inc. | 0 | US$0 | 0.00% |
| Constellation Energy Corporation | 0 | US$0 | 0.00% |
| The Ensign Group, Inc. | 0 | US$0 | 0.00% |
| Eqt Corporation | 0 | US$0 | 0.00% |
| Intuit Inc. | 0 | US$0 | 0.00% |
| L3harris Technologies, Inc. | 0 | US$0 | 0.00% |
| Tyler Technologies, Inc. | 0 | US$0 | 0.00% |
Source
View original at SEC
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