POSTROCK PARTNERS LLC: 13F holdings
CIK 20536682026Q2
| Positions | 78 |
|---|
| Reported value | $245.9m |
|---|
| Filed | 2026-07-24 |
|---|
Change since last quarter
| Positions | 78 (-4 vs prior quarter) |
|---|
| Reported value | $245.9m (+13.8%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| AAPL APPLE INC | 143,624 | $41.6m | 16.9% |
| BRK.A BERKSHIRE HATHAWAY INC DEL | 44 | $32.9m | 13.4% |
| GOOGL ALPHABET INC | 48,158 | $17.2m | 7.0% |
| FAST FASTENAL CO | 338,720 | $16.3m | 6.6% |
| IVV ISHARES TR | 18,522 | $13.9m | 5.6% |
| GOOG ALPHABET INC | 27,890 | $9.9m | 4.0% |
| V VISA INC | 28,506 | $9.8m | 4.0% |
| NVDA NVIDIA CORPORATION | 45,026 | $9.0m | 3.7% |
| BKNG BOOKING HOLDINGS INC | 49,150 | $8.8m | 3.6% |
| QCOM QUALCOMM INC | 36,024 | $6.7m | 2.7% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="2053668")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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