Postrock Partners LLC holds a focused book of 78 stocks worth $245.9M as of Q2 2026 (disclosed Jul 24, 2026, a ~45-day 13F lag). This quarter they opened West Pharmaceutical Services. Their largest long position is Apple Inc at 17% of the equity book. Cloning the disclosed picks since 2025 would be +22% (+14.9%/yr). That is a simulation of the disclosed long book, not audited returns.
The public view is the crawlable proof. The same sourced dataset is available through REST and MCP for agents, research scripts, and back-office tools.
This fund page is the Follow view. The Build view lets your agent pull holdings, quarter changes, overlap, and source filings through API or MCP.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/2053668/holdings"
Use Arkolith to show POSTROCK PARTNERS LLC's latest holdings, largest changes, and filing provenance.
Following at the filing date actually beat the quarter-end book by 2.1 points over this window.
Growth of $10,000 cloning Postrock Partners LLC's disclosed long 13F book, rebalanced on each filing date (so it reflects the ~45-day reporting lag, no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.
Top-heavy: focused book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
88% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices, no cost basis
Other tracked managers holding the same core names as Postrock Partners LLC
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| FMR LLC | 79 / 78 | $685.5B |
| MORGAN STANLEY | 79 / 78 | $520.3B |
| BANK OF AMERICA CORP /DE/ | 79 / 78 | $347.3B |
| WELLS FARGO & COMPANY/MN | 79 / 78 | $153.5B |
| ROYAL BANK OF CANADA | 79 / 78 | $148.0B |
| UBS Group AG | 79 / 78 | $134.1B |
| ENVESTNET ASSET MANAGEMENT INC | 79 / 78 | $84.2B |
| LPL Financial LLC | 79 / 78 | $71.8B |
Ranked by how many of Postrock Partners LLC's top 78 disclosed names each fund also holds: a cross-fund conviction signal from the latest 13F of every tracked manager.
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Apple Inc COM | $41.6M | 143.6K | 16.9% | —Held | |
| 2 | Berkshire Hathaway Inc Del CL A | $32.9M | 44 | 13.4% | —Held | |
| 3 | Alphabet Inc CAP STK CL A | $17.2M | 48.2K | 7.0% | —Held | |
| 4 | Fastenal Co COM | $16.3M | 338.7K | 6.6% | —Held | |
| 5 | Ishares TR CORE S&P500 ETF | $13.9M | 18.5K | 5.6% | ▲+5.9% Added · +1K sh | |
| 6 | Alphabet Inc CAP STK CL C | $9.9M | 27.9K | 4.0% | —Held | |
| 7 | Visa Inc COM CL A | $9.8M | 28.5K | 4.0% | —Held | |
| 8 | Nvidia Corporation COM | $9.0M | 45.0K | 3.7% | ▲+0.1% Added · +38 sh | |
| 9 | Booking Holdings Inc COM | $8.8M | 49.1K | 3.6% | ▲25× Added · +47K sh | |
| 10 | Qualcomm Inc COM | $6.7M | 36.0K | 2.7% | —Held | |
| 11 | Micron Technology Inc COM | $6.3M | 5.5K | 2.6% | —Held | |
| 12 | Advanced Micro Devices Inc COM | $5.3M | 9.1K | 2.2% | —Held | |
| 13 | Amazon Com Inc COM | $4.2M | 17.7K | 1.7% | ▲+0.2% Added · +30 sh | |
| 14 | Ross Stores Inc COM | $3.7M | 17.3K | 1.5% | —Held | |
| 15 | Heico Corp New COM | $3.5M | 9.9K | 1.4% | —Held | |
| 16 | Walmart Inc COM | $2.6M | 22.9K | 1.1% | —Held | |
| 17 | Ishares TR IBONDS DEC 27 | $2.5M | 98.6K | 1.0% | ▲+2.0% Added · +2K sh | |
| 18 | Uber Technologies Inc COM | $2.4M | 32.9K | 1.0% | ▲+0.8% Added · +275 sh | |
| 19 | Palo Alto Networks Inc COM | $2.3M | 6.8K | 0.9% | —Held | |
| 20 | S&P Global Inc COM | $2.1M | 5.2K | 0.9% | ▲+0.4% Added · +19 sh | |
| 21 | RB Global Inc COM | $2.1M | 17.8K | 0.8% | —Held | |
| 22 | Verisk Analytics Inc COM | $1.9M | 10.5K | 0.8% | —Held | |
| 23 | Veeva Sys Inc CL A COM | $1.9M | 10.5K | 0.8% | —Held | |
| 24 | Microsoft Corp COM | $1.8M | 4.8K | 0.7% | ▲+1.5% Added · +70 sh | |
| 25 | United Parcel Svcs Inc CL B | $1.6M | 14.9K | 0.7% | —Held | |
| 26 | Cognizant Technology Solutio CL A | $1.5M | 39.5K | 0.6% | —Held | |
| 27 | Grand Canyon Ed Inc COM | $1.5M | 10.4K | 0.6% | —Held | |
| 28 | Bio-Techne Corp COM | $1.5M | 21.0K | 0.6% | —Held | |
| 29 | Schwab Charles Corp COM | $1.4M | 15.4K | 0.6% | ▲+2.4% Added · +366 sh | |
| 30 | State STR SPDR S&P 500 ETF T TR UNIT | $1.3M | 1.8K | 0.5% | —Held | |
| 31 | Tractor Supply Co COM | $1.3M | 42.2K | 0.5% | —Held | |
| 32 | JPMorgan Chase & Co COM | $1.1M | 3.5K | 0.5% | —Held | |
| 33 | Rollins Inc COM | $1.1M | 27.2K | 0.5% | —Held | |
| 34 | BlackRock Inc COM | $1.1M | 1.1K | 0.4% | —Held | |
| 35 | Ishares TR IBONDS DEC 26 | $990K | 38.6K | 0.4% | ▲+5.3% Added · +2K sh | |
| 36 | American Tower Corp COM | $984K | 6.0K | 0.4% | —Held | |
| 37 | Costco Wholesale Corporation COM | $971K | 1.0K | 0.4% | —Held | |
| 38 | Ishares TR SHRT NAT MUN ETF | $894K | 8.4K | 0.4% | —Held | |
| 39 | Ishares TR JPMORGAN USD EMG | $868K | 9.0K | 0.4% | —Held | |
| 40 | Copart Inc COM | $851K | 30.2K | 0.3% | —Held | |
| 41 | Ishares TR CORE S&P SCP ETF | $807K | 5.4K | 0.3% | ▲+13% Added · +641 sh | |
| 42 | Ishares TR RUSSELL 2000 ETF | $753K | 2.5K | 0.3% | —Held | |
| 43 | Synopsys Inc COM | $751K | 1.7K | 0.3% | —Held | |
| 44 | Ishares TR RUS MID CAP ETF | $703K | 6.4K | 0.3% | —Held | |
| 45 | Cognex Corp COM | $702K | 9.7K | 0.3% | —Held | |
| 46 | Applied Matls Inc COM | $677K | 936 | 0.3% | —Held | |
| 47 | Ishares TR CORE US AGGBD ET | $671K | 6.8K | 0.3% | —Held | |
| 48 | Motorola Solutions Inc COM NEW | $671K | 1.6K | 0.3% | —Held | |
| 49 | Marathon Pete Corp COM | $656K | 2.6K | 0.3% | —Held | |
| 50 | Ge Vernova Inc COM | $641K | 546 | 0.3% | —Held |
As-of date vs the date the SEC received each filing
| Quarter | As of | Filed | Positions | Value | Form |
|---|---|---|---|---|---|
| Q2 2026 | Jun 30, 2026 | Jul 24, 2026 | 78 | $245.9M | 13F-HR |
| Q1 2026 | Mar 31, 2026 | May 6, 2026 | 82 | $216.2M | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Jan 16, 2026 | 80 | $230.2M | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Oct 28, 2025 | 83 | $226.1M | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Jul 15, 2025 | 82 | $209.1M | 13F-HR |
| Q1 2025 | Mar 31, 2025 | May 2, 2025 | 80 | $202.1M | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Feb 10, 2025 | 84 | $206.4M | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. The performance line is a simulation of the disclosed long book, not an audited return.