Institutional Manager · CIK 0002053668
POSTROCK PARTNERS LLC
OVERLAND PARK, OR · File #028-24844
Latest AUM
$230.2M
Positions
80
Top-10 Concentration
71.1%
Filings
5
Sector Allocation
Filing History
View all filings →Top 20 Holdings — Dec 2025
| # | Issuer | Ticker | Shares | Value | % of Portfolio |
|---|---|---|---|---|---|
| 1 | APPLE INC | AAPL | 143,584 | $39.0M | 17.76% |
| 2 | BERKSHIRE HATHAWAY INC DEL | BRK-A | 44 | $33.2M | 15.11% |
| 3 | ALPHABET INC | GOOG | 48,158 | $15.1M | 6.86% |
| 4 | FASTENAL CO | FAST | 338,720 | $13.6M | 6.18% |
| 5 | ISHARES TR | 464287200 | 16,755 | $11.5M | 5.22% |
| 6 | BOOKING HOLDINGS INC | BKNG | 1,966 | $10.5M | 4.79% |
| 7 | VISA INC | V | 28,506 | $10.0M | 4.55% |
| 8 | ALPHABET INC | GOOG | 27,890 | $8.8M | 3.98% |
| 9 | NVIDIA CORPORATION | NVDA | 44,988 | $8.4M | 3.82% |
| 10 | QUALCOMM INC | QCOM | 36,024 | $6.2M | 2.80% |
| 11 | AMAZON COM INC | AMZN | 17,711 | $4.1M | 1.86% |
| 12 | COGNIZANT TECHNOLOGY SOLUTIO | CTSH | 39,522 | $3.3M | 1.49% |
| 13 | HEICO CORP NEW | HEI-A | 9,922 | $3.2M | 1.46% |
| 14 | ROSS STORES INC | ROST | 17,257 | $3.1M | 1.41% |
| 15 | S&P GLOBAL INC | SPGI | 5,205 | $2.7M | 1.24% |
| 16 | UBER TECHNOLOGIES INC | UBER | 32,648 | $2.7M | 1.21% |
| 17 | WALMART INC | WMT | 22,883 | $2.5M | 1.16% |
| 18 | ISHARES TR | 46435U283 | 96,609 | $2.5M | 1.12% |
| 19 | VERISK ANALYTICS INC | VRSK | 10,521 | $2.4M | 1.07% |
| 20 | VEEVA SYS INC | VEEV | 10,470 | $2.3M | 1.06% |