Postrock Partners LLC holds a focused book of 78 reported positions worth $245.9M as of Q2 2026 (disclosed Jul 24, 2026, a ~24-day 13F lag). This quarter they opened West Pharmaceutical Services. Their largest long position is Apple Inc at 17% of the reported non-option book.
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.
89% mapped to company sectors
+4 sectors below the cut, 1% together
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 (an exit at the prior quarter-end), no cost basis
Other tracked managers holding the same core names as Postrock Partners LLC
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| Donor Advised Charitable Giving, Inc. | 7 / 78 | $4.4B |
| Hoffman, Alan N Investment Management | 9 / 78 | $161.9M |
| Swiss Re Ltd | 36 / 78 | $1.0B |
| Mirae Asset Global Investments Co., Ltd. | 67 / 78 | $278.0B |
| 9823 Capital, L.P. | 7 / 78 | $125.7M |
| Oakmont Corp | 13 / 78 | $415.8M |
| Emerald Advisors, LLC | 24 / 78 | $654.3M |
| United American Securities Inc. (d/b/a UAS Asset Management) | 8 / 78 | $376.8M |
Ranked by the share of each fund's own book sitting in the names it shares with Postrock Partners LLC: only funds sharing at least a tenth of the book qualify. Index giants, bank custody books and market makers are excluded. They hold everything, so their overlap says nothing.
Bars show each position'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 |
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.
As-of date vs the date the SEC received each filing
Reported 13F total per quarter. Raw filing totals can include option notional.
| Quarter | As of | Filed | Lag | Positions | Value | Form |
|---|---|---|---|---|---|---|
| Q2 2026 | Jun 30, 2026 | Jul 24, 2026 | 24d | 78 | $245.9M | 13F-HR |
| Q1 2026 | Mar 31, 2026 | May 6, 2026 | 36d | 82 | $216.2M | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Jan 16, 2026 | 16d | 80 | $230.2M | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Oct 28, 2025 | 28d | 83 | $226.1M | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Jul 15, 2025 | 15d | 82 | $209.1M | 13F-HR |
| Q1 2025 | Mar 31, 2025 | May 2, 2025 | 32d | 80 | $202.1M | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Feb 10, 2025 | 41d | 84 | $206.4M | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. Book totals and portfolio weights cover reported non-option positions, which can include notes and warrants. Disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.