13F Insight
DOSSIER · 13F-HR · Q2 2026

POSTROCK PARTNERS LLC

$246M in tracked AUM across 78 positions as of Q2 2026.

PP
CIK 0002053668 · last filed Jun 30, 2026
Total AUM
$246M
as of Q2 2026
Holdings
78
—
positions
Whale Score
62
62
tracked
Activity
—
no data
changes this Q
AI Analysis · Q2 2026
Comprehensive Analysis of Postrock Partners LLC SEC 13F Filing
Portfolio Overview

Postrock Partners LLC has reported a substantial expansion in its portfolio management operations for the quarter ending December 31, 2025. The total portfolio value surged by 199.4%, growing from $76.89 million to $230.17 million. This near-tripling of assets under management (AUM) suggests a significant capital inflow or a major strategic shift in deployment. The portfolio now comprises **80 hol...

Key Holdings

The portfolio is characterized by a high conviction in mega-cap technology and financial stalwarts, with the top two positions commanding significant weight.

  • Apple Inc. (AAPL): This is the largest holding, valued at $39.03 million, representing 16.96% of the portfolio. A new position of 144,000 shares, this indicates a strong bet on the consumer electronics and services giant.
  • Berkshire Hathaway Inc. (BRK/A): The second largest position at $33.21 million (14.43%), comprising 44 Class A shares. This substantial allocation to a diversified conglomerate suggests a defensive value orientation alongside the growth tilt provided by Apple.
  • Alphabet Inc. (GOOGL & GOOG): Combined, these positions total approximately $23.82 million, accounting for 10.35% of the portfolio. The firm holds both Class A and Class C shares, showing deep conviction in the advertising and cloud services sectors.
  • Fastenal Co. (FAST): A notable industrial pick, valued at $13.59 million (5.91%). This represents a move into the industrial distribution sector, likely viewed as a play on the broader manufacturing economy.
Analysis generated by 13F Insight from SEC Form 13F filing data · Q2 2026. Methodology

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
AAPL
APPLE INC
$42M144K16.9%02
BRK/A
BERKSHIRE HATHAWAY INC DEL
$33M4413.4%03
GOOGL
ALPHABET INC
$17M48K7.0%04
FAST
FASTENAL CO
$16M339K6.6%05
IVV
ISHARES TR
$14M19K5.6%06
GOOG
ALPHABET INC
$10M28K4.0%07
V
VISA INC
$10M29K4.0%08
NVDA
NVIDIA CORPORATION
$9M45K3.7%09
BKNG
BOOKING HOLDINGS INC
$9M49K3.6%10
QCOM
QUALCOMM INC
$7M36K2.7%

Filing history

2026Q2Jun 30
$246M▲ 13.8%
78 positionsView →2026Q1Mar 31
$216M▼ 6.1%
82 positionsView →2025Q4Dec 31
$230M▲ 1.8%
80 positionsView →2025Q3Sep 30
$226M▲ 8.1%
83 positionsView →2025Q2Jun 30
$209M▲ 3.5%
82 positionsLocked2025Q1Mar 31
$202M▼ 2.1%
80 positionsLocked2024Q4Dec 31
$206M—
84 positionsLocked