Postrock Partners Llc Portfolio Stock Holdings
According to the SEC 13F filed on July 24, 2026, Postrock Partners Llc disclosed 77 stock positions valued at approximately $245.93M as of quarter-end June 30, 2026. The largest holdings include APPLE INC, BERKSHIRE HATHAWAY INC DEL, and ALPHABET INC.
- Report Period
- June 30, 2026
- No. of Stocks
- 77
- Portfolio Value
- $245.93M
Holdings by Sector
Postrock Partners Llc Portfolio Holdings in Q2 2026
| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| APPLE INC | AAPL | Technology | 16.90% | 143,624 | - | - | $41,559,041 |
| BERKSHIRE HATHAWAY INC DEL | BRK-A | Financial Services | 13.40% | 44 | - | - | $32,949,400 |
| ALPHABET INC | GOOGL | Communication Services | 7.00% | 48,158 | - | - | $17,210,224 |
| FASTENAL CO | FAST | Industrials | 6.62% | 338,720 | - | - | $16,268,722 |
| ISHARES TR | IVV | Other | 5.64% | 18,522 | +1,039 | +5.94% | $13,870,941 |
| ALPHABET INC | GOOG | Communication Services | 4.01% | 27,890 | - | - | $9,854,374 |
| VISA INC | V | Financial Services | 3.98% | 28,506 | - | - | $9,780,124 |
| NVIDIA CORPORATION | NVDA | Technology | 3.66% | 45,026 | +38 | +0.08% | $9,009,252 |
| BOOKING HOLDINGS INC | BKNG | Consumer Cyclical | 3.56% | 49,150 | +47,184 | +2400.00% | $8,760,496 |
| QUALCOMM INC | QCOM | Technology | 2.71% | 36,024 | - | - | $6,656,875 |
| MICRON TECHNOLOGY INC | MU | Technology | 2.58% | 5,493 | - | - | $6,340,515 |
| ADVANCED MICRO DEVICES INC | AMD | Technology | 2.15% | 9,109 | - | - | $5,291,509 |
| AMAZON COM INC | AMZN | Consumer Cyclical | 1.72% | 17,741 | +30 | +0.17% | $4,228,390 |
| ROSS STORES INC | ROST | Consumer Cyclical | 1.49% | 17,257 | - | - | $3,673,152 |
| HEICO CORP NEW | HEI | Industrials | 1.44% | 9,922 | - | - | $3,534,117 |
| WALMART INC | WMT | Consumer Defensive | 1.05% | 22,883 | - | - | $2,591,729 |
| ISHARES TR | IBMP | Other | 1.02% | 98,576 | +1,950 | +2.02% | $2,505,802 |
| UBER TECHNOLOGIES INC | UBER | Technology | 0.97% | 32,923 | +275 | +0.84% | $2,375,724 |
| PALO ALTO NETWORKS INC | PANW | Technology | 0.94% | 6,793 | - | - | $2,316,549 |
| S&P GLOBAL INC | SPGI | Financial Services | 0.87% | 5,224 | +19 | +0.37% | $2,127,526 |
| RB GLOBAL INC | RBA | Industrials | 0.84% | 17,780 | - | - | $2,070,481 |
| VERISK ANALYTICS INC | VRSK | Industrials | 0.77% | 10,521 | - | - | $1,888,835 |
| VEEVA SYS INC | VEEV | Healthcare | 0.76% | 10,470 | - | - | $1,858,111 |
| MICROSOFT CORP | MSFT | Technology | 0.72% | 4,753 | +70 | +1.49% | $1,772,964 |
| UNITED PARCEL SVCS INC | UPS | Industrials | 0.65% | 14,916 | - | - | $1,603,470 |
| COGNIZANT TECHNOLOGY SOLUTIO | CTSH | Technology | 0.62% | 39,522 | - | - | $1,530,687 |
| GRAND CANYON ED INC | LOPE | Consumer Defensive | 0.60% | 10,385 | - | - | $1,486,197 |
| BIO-TECHNE CORP | TECH | Healthcare | 0.60% | 21,006 | - | - | $1,484,074 |
| SCHWAB CHARLES CORP | SCHW | Financial Services | 0.58% | 15,444 | +366 | +2.43% | $1,425,018 |
| STATE STR SPDR S&P 500 ETF T | SPY | Other | 0.55% | 1,800 | - | - | $1,344,186 |
Showing 30 of 77 holdings in the latest reporting period.