POSTROCK PARTNERS LLC

Est. AUM

$216.2M

13F long equity, this entity only

Positions

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	APPLE INC	COM	$36.5M	143624	16.86%	SOLE
2	BERKSHIRE HATHAWAY INC DEL	CL A	$31.6M	44	14.62%	SOLE
3	FASTENAL CO	COM	$15.7M	338720	7.27%	SOLE
4	ALPHABET INC	CAP STK CL A	$13.8M	48158	6.41%	SOLE
5	ISHARES TR	CORE S&P500 ETF	$11.4M	17483	5.28%	SOLE
6	VISA INC	COM CL A	$8.6M	28506	3.99%	SOLE
7	BOOKING HOLDINGS INC	COM	$8.3M	1966	3.83%	SOLE
8	ALPHABET INC	CAP STK CL C	$8.0M	27890	3.70%	SOLE
9	NVIDIA CORPORATION	COM	$7.8M	44988	3.63%	SOLE
10	QUALCOMM INC	COM	$4.6M	36024	2.15%	SOLE
11	ROSS STORES INC	COM	$3.7M	17257	1.73%	SOLE
12	AMAZON COM INC	COM	$3.7M	17711	1.71%	SOLE
13	WALMART INC	COM	$2.8M	22883	1.32%	SOLE
14	HEICO CORP NEW	COM	$2.7M	9922	1.26%	SOLE
15	ISHARES TR	IBONDS DEC 27	$2.5M	96626	1.14%	SOLE
16	COGNIZANT TECHNOLOGY SOLUTIO	CL A	$2.4M	39522	1.12%	SOLE
17	UBER TECHNOLOGIES INC	COM	$2.3M	32648	1.09%	SOLE
18	S&P GLOBAL INC	COM	$2.2M	5205	1.02%	SOLE
19	VERISK ANALYTICS INC	COM	$2.0M	10521	0.92%	SOLE
20	TRACTOR SUPPLY CO	COM	$1.9M	42225	0.88%	SOLE
21	MICRON TECHNOLOGY INC	COM	$1.9M	5493	0.86%	SOLE
22	ADVANCED MICRO DEVICES INC	COM	$1.9M	9109	0.86%	SOLE
23	VEEVA SYS INC	CL A COM	$1.8M	10470	0.85%	SOLE
24	GRAND CANYON ED INC	COM	$1.8M	10385	0.82%	SOLE
25	MICROSOFT CORP	COM	$1.7M	4683	0.80%	SOLE
26	RB GLOBAL INC	COM	$1.7M	17780	0.79%	SOLE
27	UNITED PARCEL SVCS INC	CL B	$1.5M	14916	0.68%	SOLE
28	ROLLINS INC	COM	$1.5M	27169	0.67%	SOLE
29	SCHWAB CHARLES CORP	COM	$1.4M	15078	0.66%	SOLE
30	STATE STR SPDR S&P 500 ETF T	TR UNIT	$1.2M	1800	0.54%	SOLE
31	BIO-TECHNE CORP	COM	$1.1M	21006	0.51%	SOLE
32	BLACKROCK INC	COM	$1.1M	1134	0.50%	SOLE
33	PALO ALTO NETWORKS INC	COM	$1.1M	6793	0.50%	SOLE
34	AMERICAN TOWER CORP	COM	$1.0M	6015	0.48%	SOLE
35	COSTCO WHOLESALE CORPORATION	COM	$1.0M	1038	0.48%	SOLE
36	JPMORGAN CHASE & CO	COM	$1.0M	3502	0.48%	SOLE
37	COPART INC	COM	$1.0M	30180	0.46%	SOLE
38	ISHARES TR	IBONDS DEC 26	$939K	36656	0.43%	SOLE
39	ISHARES TR	SHRT NAT MUN ETF	$895K	8400	0.41%	SOLE
40	ISHARES TR	JPMORGAN USD EMG	$845K	9000	0.39%	SOLE
41	MOTOROLA SOLUTIONS INC	COM NEW	$701K	1615	0.32%	SOLE
42	ISHARES TR	CORE US AGGBD ET	$673K	6784	0.31%	SOLE
43	SYNOPSYS INC	COM	$667K	1683	0.31%	SOLE
44	MARATHON PETE CORP	COM	$626K	2565	0.29%	SOLE
45	BNY MELLON ETF TRUST II	MUN OPPTYS ETF	$624K	25342	0.29%	SOLE
46	ISHARES TR	RUSSELL 2000 ETF	$621K	2506	0.29%	SOLE
47	ISHARES TR	RUS MID CAP ETF	$620K	6376	0.29%	SOLE
48	ISHARES TR	CORE S&P SCP ETF	$597K	4800	0.28%	SOLE
49	ISHARES TR	S&P 500 VAL ETF	$584K	2765	0.27%	SOLE
50	DANAHER CORP DEL	COM	$568K	2997	0.26%	SOLE

1–50 of 82

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Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.