POSTROCK PARTNERS LLC
78 holdingsFiling period: 2026-06-30Current AUM: $253.0Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | AAPL | APPLE INC | 143.6K | $41.6M | $47.6M | 18.81% | -- | 2026-06-30 |
| 2 | BRK-A | BERKSHIRE HATHAWAY INC DEL | 44 | $32.9M | $32.9M | 13.02% | -- | 2026-06-30 |
| 3 | GOOGL | ALPHABET INC | 48.2K | $17.2M | $16.6M | 6.57% | -- | 2026-06-30 |
| 4 | FAST | FASTENAL CO | 338.7K | $16.3M | $16.7M | 6.61% | -- | 2026-06-30 |
| 5 | IVV | ISHARES TR | 18.5K | $13.9M | $14.1M | 5.55% | +1.0K | 2026-06-30 |
| 6 | GOOG | ALPHABET INC | 27.9K | $9.9M | $9.5M | 3.76% | -- | 2026-06-30 |
| 7 | V | VISA INC | 28.5K | $9.8M | $10.7M | 4.23% | -- | 2026-06-30 |
| 8 | NVDA | NVIDIA CORPORATION | 45.0K | $9.0M | $9.6M | 3.78% | +38 | 2026-06-30 |
| 9 | BKNG | BOOKING HOLDINGS INC | 49.1K | $8.8M | $8.4M | 3.33% | +47.2K | 2026-06-30 |
| 10 | QCOM | QUALCOMM INC | 36.0K | $6.7M | $6.8M | 2.67% | -- | 2026-06-30 |
| 11 | MU | MICRON TECHNOLOGY INC | 5.5K | $6.3M | $5.1M | 2.01% | -- | 2026-06-30 |
| 12 | AMD | ADVANCED MICRO DEVICES INC | 9.1K | $5.3M | $4.6M | 1.81% | -- | 2026-06-30 |
| 13 | AMZN | AMAZON COM INC | 17.7K | $4.2M | $4.4M | 1.74% | +30 | 2026-06-30 |
| 14 | ROST | ROSS STORES INC | 17.3K | $3.7M | $3.9M | 1.54% | -- | 2026-06-30 |
| 15 | HEI | HEICO CORP NEW | 9.9K | $3.5M | $2.9M | 1.16% | -- | 2026-06-30 |
| 16 | WMT | WALMART INC | 22.9K | $2.6M | $2.5M | 0.98% | -- | 2026-06-30 |
| 17 | IBMP | ISHARES TR | 98.6K | $2.5M | $2.5M | 0.98% | +1.9K | 2026-06-30 |
| 18 | UBER | UBER TECHNOLOGIES INC | 32.9K | $2.4M | $2.4M | 0.93% | +275 | 2026-06-30 |
| 19 | PANW | PALO ALTO NETWORKS INC | 6.8K | $2.3M | $2.5M | 1.01% | -- | 2026-06-30 |
| 20 | SPGI | S&P GLOBAL INC | 5.2K | $2.1M | $2.2M | 0.85% | +19 | 2026-06-30 |
| 21 | RBA | RB GLOBAL INC | 17.8K | $2.1M | $1.5M | 0.60% | -- | 2026-06-30 |
| 22 | VRSK | VERISK ANALYTICS INC | 10.5K | $1.9M | $1.9M | 0.75% | -- | 2026-06-30 |
| 23 | VEEV | VEEVA SYS INC | 10.5K | $1.9M | $2.8M | 1.10% | -- | 2026-06-30 |
| 24 | MSFT | MICROSOFT CORP | 4.8K | $1.8M | $2.4M | 0.93% | +70 | 2026-06-30 |
| 25 | UPS | UNITED PARCEL SVCS INC | 14.9K | $1.6M | $1.5M | 0.60% | -- | 2026-06-30 |
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