StockDriftsStockDriftsTop 50 Postrock Partners LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| AAPL | APPLE INC | 16.9% | 143.6K | $41.6M | +0.00%(+0) | $232.36(+31.98%) | 2026-06-30 | |
| BRK.A | BERKSHIRE HATHAWAY INC DEL | 13.4% | 44 | $32.9M | +0.00%(+0) | $687031.56(+14.37%) | 2026-06-30 | |
| GOOGL | ALPHABET INC | 7% | 48.2K | $17.2M | +0.00%(+0) | $177.58(+97.92%) | 2026-06-30 | |
| FAST | FASTENAL CO | 6.62% | 338.7K | $16.3M | +0.00%(+0) | $35.83(+46.79%) | 2026-06-30 | |
| IVV | ISHARES TR | 5.64% | 18.5K | $13.9M | +5.94%(+1.04K) | $593.72(+30.93%) | 2026-06-30 | |
| GOOG | ALPHABET INC | 4.01% | 27.9K | $9.9M | +0.00%(+0) | $178.75(+96.08%) | 2026-06-30 | |
| V | VISA INC | 3.98% | 28.5K | $9.8M | +0.00%(+0) | $295.54(+22.30%) | 2026-06-30 | |
| NVDA | NVIDIA CORPORATION | 3.66% | 45.0K | $9.0M | +0.08%(+38) | $127.91(+72.35%) | 2026-06-30 | |
| BKNG | BOOKING HOLDINGS INC | 3.56% | 49.1K | $8.8M | +0.00%(+0) | $183.61(+14.82%) | 2026-06-30 | |
| QCOM | QUALCOMM INC | 2.71% | 36.0K | $6.7M | +0.00%(+0) | $161.83(+1.13%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (6 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — | +18.48% |
| Top 20 Holdings Unweighted | — | — | — | — | +13.14% |
Postrock Partners LLC reports $245.93M in US-listed equity holdings across 78 positions in its most recent 13F filing. Its largest disclosed positions are AAPL (16.9%), BRK.A (13.4%) and GOOGL (7.0%). The top 20 holdings account for 81.71% of reported assets. Its disclosed equity book has returned +18.48% cumulatively over 6 quarters. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Postrock Partners LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 2053668). View Postrock Partners LLC’s 13F filings on SEC