Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
POSTROCK PARTNERS LLC (CIK 2053668) reported $216.2M across 82 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: AAPL ($36.5M, 16.86%), BRK/A ($31.6M, 14.62%), FAST ($15.7M, 7.27%), GOOGL ($13.8M, 6.41%), IVV ($11.4M, 5.28%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | AAPL | APPLE INC | $36.5M | 16.86% | 143,624 | Added |
| 2 | BRK/A | BERKSHIRE HATHAWAY INC DEL | $31.6M | 14.62% | 44 | Hold |
| 3 | FAST | FASTENAL CO | $15.7M | 7.27% | 338,720 | Hold |
| 4 | GOOGL | ALPHABET INC | $13.8M | 6.41% | 48,158 | Hold |
| 5 | IVV | ISHARES TR | $11.4M | 5.28% | 17,483 | Added |
| 6 | V | VISA INC | $8.6M | 3.99% | 28,506 | Hold |
| 7 | BKNG | BOOKING HOLDINGS INC | $8.3M | 3.83% | 1,966 | Hold |
| 8 | GOOG | ALPHABET INC | $8.0M | 3.70% | 27,890 | Hold |
| 9 | NVDA | NVIDIA CORPORATION | $7.8M | 3.63% | 44,988 | Hold |
| 10 | QCOM | QUALCOMM INC | $4.6M | 2.15% | 36,024 | Hold |
| 11 | ROST | ROSS STORES INC | $3.7M | 1.73% | 17,257 | Hold |
| 12 | AMZN | AMAZON COM INC | $3.7M | 1.71% | 17,711 | Hold |
| 13 | WMT | WALMART INC | $2.8M | 1.32% | 22,883 | Hold |
| 14 | HEI | HEICO CORP NEW | $2.7M | 1.26% | 9,922 | Hold |
| 15 | IBMP | ISHARES TR | $2.5M | 1.14% | 96,626 | Added |
| 16 | CTSH | COGNIZANT TECHNOLOGY SOLUTIO | $2.4M | 1.12% | 39,522 | Hold |
| 17 | UBER | UBER TECHNOLOGIES INC | $2.3M | 1.09% | 32,648 | Hold |
| 18 | SPGI | S&P GLOBAL INC | $2.2M | 1.02% | 5,205 | Hold |
| 19 | VRSK | VERISK ANALYTICS INC | $2.0M | 0.92% | 10,521 | Hold |
| 20 | TSCO | TRACTOR SUPPLY CO | $1.9M | 0.88% | 42,225 | Hold |
| 21 | AMD | ADVANCED MICRO DEVICES INC | $1.9M | 0.86% | 9,109 | Hold |
| 22 | MU | MICRON TECHNOLOGY INC | $1.9M | 0.86% | 5,493 | Trimmed |
| 23 | VEEV | VEEVA SYS INC | $1.8M | 0.85% | 10,470 | Hold |
| 24 | LOPE | GRAND CANYON ED INC | $1.8M | 0.82% | 10,385 | Trimmed |
| 25 | MSFT | MICROSOFT CORP | $1.7M | 0.80% | 4,683 | Hold |
Source: SEC Form 13F filings · as of 2026-03-31