§ 13F · FUND PROFILE
POSTROCK PARTNERS LLC.
AUM · $246M (13F)Positions · 78Turnover · n/a · Q2Filed · Jul 24, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$814K deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED JUL 24, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | AAPL | APPLE INC | 144K | $42M | 16.9% | ±0% |
| 2 | BRK/A | BERKSHIRE HATHAWAY INC DEL | 44 | $33M | 13.4% | ±0% |
| 3 | GOOGL | ALPHABET INC | 48K | $17M | 7.0% | ±0% |
| 4 | FAST | FASTENAL CO | 339K | $16M | 6.6% | ±0% |
| 5 | IVV | ISHARES TR | 19K | $14M | 5.6% | +6% |
| 6 | GOOG | ALPHABET INC | 28K | $10M | 4.0% | ±0% |
| 7 | V | VISA INC | 29K | $10M | 4.0% | ±0% |
| 8 | NVDA | NVIDIA CORPORATION | 45K | $9M | 3.7% | ±0% |
| 9 | BKNG | BOOKING HOLDINGS INC | 49K | $9M | 3.6% | +2400% |
| 10 | QCOM | QUALCOMM INC | 36K | $7M | 2.7% | ±0% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE POSTROCK SIGNAL
AC read
POSTROCK PARTNERS LLC is a Other fund managing $246 million in assets. The fund runs a portfolio of 78 positions.
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