Investor
POSTROCK PARTNERS LLC
CIK 0002053668 · filed 2026-05-06 · SEC filing
13F book
$216.2M
Positions
82
5 new · 3 sold
Largest name
16.9%
Apple Inc. · AAPL
Est. mark
−$14.8M
Price effect on 77 names still held. Flow $838.8K.
| Name | Ticker | Shares | Value | Weight | Est. mark | Change |
|---|---|---|---|---|---|---|
| Apple Inc. | AAPL | 143.6K | $36.5M | 16.9% | −$2.59M | Added−$2.58M |
| Berkshire Hathaway Inc Del | — | 44 | $31.6M | 14.6% | −$1.61M | Held |
| Fastenal Co | FAST | 338.7K | $15.7M | 7.3% | $2.12M | Held |
| Alphabet Inc | — | 48.2K | $13.8M | 6.4% | −$1.23M | Held |
| Ishares Tr | — | 17.5K | $11.4M | 5.3% | −$531.6K | Added−$56.1K |
| Visa Inc. | V | 28.5K | $8.62M | 4.0% | −$1.38M | Held |
| Booking Holdings Inc. | BKNG | 1.97K | $8.28M | 3.8% | −$2.25M | Held |
| Alphabet Inc | — | 27.9K | $8M | 3.7% | −$751.4K | Held |
| Nvidia Corp | NVDA | 45K | $7.85M | 3.6% | −$544.4K | Held |
| Qualcomm Inc | — | 36K | $4.64M | 2.1% | −$1.52M | Held |
| Ross Stores, Inc. | ROST | 17.3K | $3.74M | 1.7% | $629.7K | Held |
| Amazon Com Inc | AMZN | 17.7K | $3.69M | 1.7% | −$399.4K | Held |
| Walmart Inc. | WMT | 22.9K | $2.84M | 1.3% | $294.5K | Held |
| Heico Corp New | — | 9.92K | $2.72M | 1.3% | −$490K | Held |
| Ishares Tr | — | 96.6K | $2.46M | 1.1% | $4.83K | Added$5.26K |
| Cognizant Technology Solutio | — | 39.5K | $2.42M | 1.1% | −$855.7K | Held |
| Uber Technologies, Inc | UBER | 32.6K | $2.35M | 1.1% | −$319.3K | Held |
| S&P Global Inc. | SPGI | 5.21K | $2.21M | 1.0% | −$506.2K | Held |
| Verisk Analytics, Inc. | VRSK | 10.5K | $2M | 0.9% | −$357.1K | Held |
| Tractor Supply Co | — | 42.2K | $1.91M | 0.9% | −$198.9K | Held |
| Micron Technology Inc | MU | 5.49K | $1.86M | 0.9% | $288K | Cut$283.1K |
| Advanced Micro Devices Inc | AMD | 9.11K | $1.85M | 0.9% | −$97.7K | Held |
| Veeva Sys Inc | — | 10.5K | $1.84M | 0.9% | −$498.1K | Held |
| Grand Canyon Ed Inc | — | 10.4K | $1.77M | 0.8% | $38.6K | Cut$31.5K |
| Microsoft Corp | MSFT | 4.68K | $1.73M | 0.8% | −$531.3K | Held |
| Rb Global Inc. | RBA | 17.8K | $1.7M | 0.8% | −$124.8K | Held |
| United Parcel Service Inc | UPS | 14.9K | $1.47M | 0.7% | −$12.1K | Held |
| Rollins Inc | ROL | 27.2K | $1.45M | 0.7% | −$179.6K | Held |
| Schwab Charles Corp | — | 15.1K | $1.42M | 0.7% | −$89.4K | Held |
| Spdr S&P 500 Etf Tr | — | 1.8K | $1.17M | 0.5% | −$56.7K | Cut−$168.5K |
| Bio-Techne Corp | TECH | 21K | $1.1M | 0.5% | −$137.6K | Cut−$142.3K |
| BlackRock, Inc. | BLK | 1.13K | $1.09M | 0.5% | −$123.2K | Held |
| Palo Alto Networks Inc | PANW | 6.79K | $1.09M | 0.5% | −$160.9K | Added−$152.1K |
| American Tower Corp New | — | 6.01K | $1.04M | 0.5% | −$18K | Held |
| Costco Whsl Corp New | — | 1.04K | $1.03M | 0.5% | $139.2K | Held |
| Jpmorgan Chase & Co. | — | 3.5K | $1.03M | 0.5% | −$98.3K | Held |
| Copart Inc | CPRT | 30.2K | $1M | 0.5% | −$179.6K | Held |
| Ishares Tr | — | 36.7K | $939.5K | 0.4% | −$254 | Added$8.72K |
| Ishares Tr | — | 8.4K | $894.6K | 0.4% | −$1.68K | Held |
| Ishares Tr | — | 9K | $845.4K | 0.4% | −$21.1K | Held |
| Motorola Solutions, Inc. | MSI | 1.61K | $700.9K | 0.3% | $81.8K | Cut$79.9K |
| Ishares Tr | — | 6.78K | $673.4K | 0.3% | −$4.14K | Held |
| Synopsys Inc | SNPS | 1.68K | $667.3K | 0.3% | −$123.3K | Held |
| Marathon Pete Corp | — | 2.56K | $626.3K | 0.3% | $209.2K | Held |
| Bny Mellon Etf Trust Ii | — | 25.3K | $624.2K | 0.3% | — | New |
| Ishares Tr | — | 2.51K | $621.5K | 0.3% | $4.61K | Held |
| Ishares Tr | — | 6.38K | $619.9K | 0.3% | $6.12K | Held |
| Ishares Tr | — | 4.8K | $596.7K | 0.3% | $19.8K | Held |
| Ishares Tr | — | 2.77K | $583.8K | 0.3% | −$2.54K | Held |
| Danaher Corporation | — | 3K | $568.2K | 0.3% | −$117.8K | Held |
| Gentex Corp | GNTX | 24.4K | $533.5K | 0.2% | −$34.7K | Cut−$37.8K |
| ServiceNow, Inc. | NOW | 5.03K | $525.4K | 0.2% | −$244.4K | Cut−$245.9K |
| Lkq Corp | LKQ | 16.4K | $483K | 0.2% | −$13.6K | Held |
| GE Vernova Inc. | GEV | 546 | $476.6K | 0.2% | $119.8K | Held |
| Cognex Corp | CGNX | 9.69K | $474.9K | 0.2% | $126.1K | Held |
| Bank America Corp | — | 9.72K | $473.9K | 0.2% | −$60.8K | Held |
| Berkshire Hathaway Inc Del | — | 981 | $470.1K | 0.2% | −$23K | Held |
| Costar Group, Inc. | CSGP | 11.4K | $461.5K | 0.2% | −$307.7K | Held |
| Ishares Tr | — | 17.2K | $439.9K | 0.2% | −$759 | Added$9.2K |
| Ishares Tr | — | 5.19K | $428.7K | 0.2% | −$1.3K | Held |
| Howmet Aerospace Inc. | HWM | 1.85K | $426.4K | 0.2% | $47.1K | Held |
| Chemed Corp New | — | 1.1K | $416.6K | 0.2% | −$55.3K | Held |
| Vanguard Index Fds | — | 4.33K | $384.5K | 0.2% | $910 | Held |
| Gilead Sciences, Inc. | GILD | 2.68K | $373.7K | 0.2% | $44.6K | Held |
| Ishares Tr | — | 2.31K | $336.1K | 0.2% | $10.8K | Held |
| Applied Matls Inc | — | 936 | $319.9K | 0.1% | $79.4K | Held |
| Invesco Qqq Tr | — | 497 | $286.9K | 0.1% | −$18.5K | Held |
| Ishares Inc | — | 3.99K | $278.2K | 0.1% | $10.1K | Held |
| Cme Group Inc. | CME | 925 | $273.2K | 0.1% | $20.6K | Held |
| Cisco Sys Inc | — | 3.48K | $269.6K | 0.1% | $1.95K | Held |
| Johnson Ctls Intl Plc | — | 1.88K | $246.2K | 0.1% | $21.1K | Held |
| Mastercard Inc | MA | 484 | $241.8K | 0.1% | −$34.5K | Held |
| Home Depot, Inc. | HD | 713 | $234.5K | 0.1% | −$10.8K | Held |
| L3harris Technologies Inc | — | 662 | $228.5K | 0.1% | — | New |
| Eqt Corp | EQT | 3.54K | $225.3K | 0.1% | — | New |
| Goldman Sachs Group Inc | — | 265 | $224.2K | 0.1% | −$8.75K | Held |
| Ishares Tr | — | 2.08K | $220.3K | 0.1% | −$1.99K | Held |
| At&T Inc | — | 7.47K | $216.6K | 0.1% | — | New |
| Tyler Technologies Inc | TYL | 630 | $215.7K | 0.1% | −$70.3K | Held |
| Ensign Group, Inc | ENSG | 1.05K | $210.8K | 0.1% | — | New |
| Intuit Inc. | INTU | 481 | $208K | 0.1% | −$110.6K | Held |
| Constellation Energy Corp | CEG | 721 | $201.3K | 0.1% | −$53.4K | Held |
Positions as of Q1 2026. 13F filings arrive up to 45 days after quarter-end and omit shorts. Values are quarter-end marks, as filed. Estimated mark is the price effect on shares still held — not realized P&L or investment advice.