Postrock Partners Llc Portfolio Stock Holdings
According to the SEC 13F filed on November 2, 2026, Postrock Partners Llc disclosed 83 stock positions valued at approximately $249.23M as of quarter-end September 30, 2026. The largest holdings include APPLE INC, BERKSHIRE HATHAWAY INC DEL, and FASTENAL CO.
- Report Period
- September 30, 2026
- No. of Stocks
- 83
- Portfolio Value
- $249.23M
Holdings by Sector
Postrock Partners Llc Portfolio Holdings in Q3 2026
| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| APPLE INC | AAPL | Technology | 19.19% | 143,584 | -40 | -0.03% | $47,816,344 |
| BERKSHIRE HATHAWAY INC DEL | BRK-A | Financial Services | 13.19% | 44 | - | - | $32,868,220 |
| FASTENAL CO | FAST | Industrials | 6.73% | 338,720 | - | - | $16,776,802 |
| ALPHABET INC | GOOGL | Communication Services | 6.65% | 48,163 | +5 | +0.01% | $16,571,925 |
| ISHARES TR | IVV | Other | 5.69% | 18,512 | -10 | -0.05% | $14,177,415 |
| NVIDIA CORPORATION | NVDA | Technology | 4.13% | 45,026 | - | - | $10,283,038 |
| VISA INC | V | Financial Services | 4.11% | 28,506 | - | - | $10,243,061 |
| ALPHABET INC | GOOG | Communication Services | 3.81% | 27,890 | - | - | $9,503,239 |
| BOOKING HOLDINGS INC | BKNG | Consumer Cyclical | 3.21% | 49,150 | - | - | $8,007,026 |
| QUALCOMM INC | QCOM | Technology | 2.66% | 36,024 | - | - | $6,629,857 |
| MICRON TECHNOLOGY INC | MU | Technology | 2.35% | 5,493 | - | - | $5,850,649 |
| AMAZON COM INC | AMZN | Consumer Cyclical | 1.79% | 17,902 | +161 | +0.91% | $4,460,283 |
| ROSS STORES INC | ROST | Consumer Cyclical | 1.62% | 17,257 | - | - | $4,027,784 |
| HEICO CORP NEW | HEI | Industrials | 1.21% | 9,922 | - | - | $3,008,152 |
| VEEVA SYS INC | VEEV | Healthcare | 1.20% | 10,470 | - | - | $2,988,662 |
| MICROSOFT CORP | MSFT | Technology | 0.99% | 4,823 | +70 | +1.47% | $2,473,717 |
| ISHARES TR | IBMP | Other | 0.98% | 96,626 | -1,950 | -1.98% | $2,438,840 |
| WALMART INC | WMT | Consumer Defensive | 0.95% | 22,883 | - | - | $2,378,001 |
| COGNIZANT TECHNOLOGY SOLUTIO | CTSH | Technology | 0.91% | 39,522 | - | - | $2,270,144 |
| UBER TECHNOLOGIES INC | UBER | Technology | 0.91% | 33,118 | +195 | +0.59% | $2,268,914 |
| S&P GLOBAL INC | SPGI | Financial Services | 0.83% | 5,227 | +3 | +0.06% | $2,061,895 |
| VERISK ANALYTICS INC | VRSK | Industrials | 0.71% | 10,521 | - | - | $1,765,950 |
| GRAND CANYON ED INC | LOPE | Consumer Defensive | 0.63% | 10,385 | - | - | $1,574,262 |
| ADVANCED MICRO DEVICES INC | AMD | Technology | 0.63% | 2,559 | -6,550 | -71.91% | $1,565,494 |
| BIO-TECHNE CORP | TECH | Healthcare | 0.61% | 21,006 | - | - | $1,522,305 |
| CHARLES SCHWAB CORP (THE) | SCHW | Financial Services | 0.61% | 15,444 | - | - | $1,509,497 |
| RB GLOBAL INC | RBA | Industrials | 0.58% | 17,780 | - | - | $1,447,114 |
| UNITED PARCEL SVCS INC | UPS | Industrials | 0.56% | 14,916 | - | - | $1,393,751 |
| STATE STR SPDR S&P 500 ETF T | SPY | Other | 0.55% | 1,800 | - | - | $1,372,734 |
| TRACTOR SUPPLY CO | TSCO | Consumer Cyclical | 0.53% | 42,225 | - | - | $1,321,220 |
Showing 30 of 83 holdings in the latest reporting period.