Postrock Partners Llc
Institutional manager — quarterly 13F holdings, Q ending 2026-03-31
Reported value
$216.2M
Q ending 2026-03-31
Prior quarter
$230.2M
Q ending 2025-12-31
Change
-6.1% QoQ · +7.0% YoY
Positions
82
reported holdings
Largest positions
All 82 reported positions, Q ending 2026-03-31. A manager can hold shares, calls and puts on the same security at once — such positions are listed as separate rows. Type: Shares = common stock, Put/Call = option positions (valued at the underlying), Principal = debt. Tickers link to stock pages where covered.
| Holding | Ticker | Type | Value ▼ | Shares |
|---|---|---|---|---|
| Apple Inc | AAPL | Shares | $36.5M | 144K |
| Berkshire Hathaway Inc Del | BRK/A | Shares | $31.6M | 44 |
| Fastenal Co | FAST | Shares | $15.7M | 339K |
| Alphabet Inc | GOOGL | Shares | $13.8M | 48K |
| Ishares Tr | IVV | Shares | $11.4M | 17K |
| Visa Inc | V | Shares | $8.6M | 29K |
| Booking Holdings Inc | BKNG | Shares | $8.3M | 2K |
| Alphabet Inc | GOOG | Shares | $8.0M | 28K |
| Nvidia Corporation | NVDA | Shares | $7.8M | 45K |
| Qualcomm Inc | QCOM | Shares | $4.6M | 36K |
| Ross Stores Inc | ROST | Shares | $3.7M | 17K |
| Amazon Com Inc | AMZN | Shares | $3.7M | 18K |
| Walmart Inc | WMT | Shares | $2.8M | 23K |
| Heico Corp New | HEI | Shares | $2.7M | 10K |
| Ishares Tr | IBMP | Shares | $2.5M | 97K |
| Cognizant Technology Solutio | CTSH | Shares | $2.4M | 40K |
| Uber Technologies Inc | UBER | Shares | $2.3M | 33K |
| S&P Global Inc | SPGI | Shares | $2.2M | 5K |
| Verisk Analytics Inc | VRSK | Shares | $2.0M | 11K |
| Tractor Supply Co | TSCO | Shares | $1.9M | 42K |
| Micron Technology Inc | MU | Shares | $1.9M | 5K |
| Advanced Micro Devices Inc | AMD | Shares | $1.9M | 9K |
| Veeva Sys Inc | VEEV | Shares | $1.8M | 10K |
| Grand Canyon Ed Inc | LOPE | Shares | $1.8M | 10K |
| Microsoft Corp | MSFT | Shares | $1.7M | 5K |
| Rb Global Inc | RBA | Shares | $1.7M | 18K |
| United Parcel Svcs Inc | UPS | Shares | $1.5M | 15K |
| Rollins Inc | ROL | Shares | $1.5M | 27K |
| Schwab Charles Corp | SCHW | Shares | $1.4M | 15K |
| State Str Spdr S&P 500 Etf T | SPY | Shares | $1.2M | 2K |
| Bio-Techne Corp | TECH | Shares | $1.1M | 21K |
| Blackrock Inc | BLK | Shares | $1.1M | 1K |
| Palo Alto Networks Inc | PANW | Shares | $1.1M | 7K |
| American Tower Corp | AMT | Shares | $1.0M | 6K |
| Costco Wholesale Corporation | COST | Shares | $1.0M | 1K |
| Jpmorgan Chase & Co | JPM | Shares | $1.0M | 4K |
| Copart Inc | CPRT | Shares | $1.0M | 30K |
| Ishares Tr | IBMO | Shares | $939K | 37K |
| Ishares Tr | SUB | Shares | $895K | 8K |
| Ishares Tr | EMB | Shares | $845K | 9K |
| Motorola Solutions Inc | MSI | Shares | $701K | 2K |
| Ishares Tr | AGG | Shares | $673K | 7K |
| Synopsys Inc | SNPS | Shares | $667K | 2K |
| Marathon Pete Corp | MPC | Shares | $626K | 3K |
| Bny Mellon Etf Trust Ii | BMOP | Shares | $624K | 25K |
| Ishares Tr | IWM | Shares | $621K | 3K |
| Ishares Tr | IWR | Shares | $620K | 6K |
| Ishares Tr | IJR | Shares | $597K | 5K |
| Ishares Tr | IVE | Shares | $584K | 3K |
| Danaher Corp Del | DHR | Shares | $568K | 3K |
| Gentex Corp | GNTX | Shares | $534K | 24K |
| Servicenow Inc | NOW | Shares | $525K | 5K |
| Lkq Corp | LKQ | Shares | $483K | 16K |
| Ge Vernova Inc | GEV | Shares | $477K | 546 |
| Cognex Corp | CGNX | Shares | $475K | 10K |
| Bank America Corp | BAC | Shares | $474K | 10K |
| Berkshire Hathaway Inc Del | BRK/B | Shares | $470K | 981 |
| Costar Group Inc | CSGP | Shares | $461K | 11K |
| Ishares Tr | IBMQ | Shares | $440K | 17K |
| Ishares Tr | SHY | Shares | $429K | 5K |
| Howmet Aerospace Inc | HWM | Shares | $426K | 2K |
| Chemed Corp New | CHE | Shares | $417K | 1K |
| Vanguard Index Fds | VNQ | Shares | $385K | 4K |
| Gilead Sciences Inc | GILD | Shares | $374K | 3K |
| Ishares Tr | IWS | Shares | $336K | 2K |
| Applied Matls Inc | AMAT | Shares | $320K | 936 |
| Invesco Qqq Tr | QQQ | Shares | $287K | 497 |
| Ishares Inc | IEMG | Shares | $278K | 4K |
| Cme Group Inc | CME | Shares | $273K | 925 |
| Cisco Sys Inc | CSCO | Shares | $270K | 3K |
| Johnson Controls Internation | Shares | $246K | 2K | |
| Mastercard Incorporated | MA | Shares | $242K | 484 |
| Home Depot Inc | HD | Shares | $234K | 713 |
| L3Harris Technologies Inc | LHX | Shares | $228K | 662 |
| Eqt Corp | EQT | Shares | $225K | 4K |
| Goldman Sachs Group Inc | GS | Shares | $224K | 265 |
| Ishares Tr | MUB | Shares | $220K | 2K |
| At&T Inc | T | Shares | $217K | 7K |
| Tyler Technologies Inc | TYL | Shares | $216K | 630 |
| Ensign Group Inc | ENSG | Shares | $211K | 1K |
| Intuit | INTU | Shares | $208K | 481 |
| Constellation Energy Corp | CEG | Shares | $201K | 721 |
Values as reported in public regulatory filings (USD); holdings are reported quarterly, up to 45 days after quarter end, and may contain reporting errors. Nothing here is investment advice.