13F holdings · Q3 2026

Postrock Partners

Overland Park, KS · files as Postrock Partners LLC

Filed Nov 2, 5:24 PM ET

Holdings as of Sep 30, 2026Filed Nov 2, 2026Next filing due Feb 15, 2027CIK 2053668

Postrock Partners reported 83 stocks worth $249M in its 13F filing for Q3 2026, filed Nov 2, 2026. Its largest holdings are AAPL (19.2%), BRK.A (13.2%) and FAST (6.7%). Compared with Q2 2026, the fund opened new positions in IDEV, SPAB and SMTH, added to AMZN, MSFT and UBER and trimmed IBMP, AMD and IBMO.

Reported value$249M+1.3% vs last quarter

Stocks held835 new · 0 sold out

Top 5 weight51.4%fairly concentrated

Turnover3%of the portfolio changed

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Holdings

#	Stock	Value	Weight	Shares	Change	Shares, 8 qtrs	Held
1	AAPL Apple Inc	$47.8M	19.2%	144K	No change		8 of 8
2	BRK.A Berkshire Hathaway Inc Dclass A	$32.9M	13.2%	44	No change		8 of 8
3	FAST Fastenal Co	$16.8M	6.7%	339K	No change		8 of 8
4	GOOGL Alphabet Inc	$16.6M	6.7%	48K	No change		8 of 8
5	IVV Ishares TR	$14.2M	5.7%	19K	No change		8 of 8
6	NVDA Nvidia Corporation	$10.3M	4.1%	45K	No change		8 of 8
7	V Visa Inc	$10.2M	4.1%	29K	No change		8 of 8
8	GOOG Alphabet Inc	$9.5M	3.8%	28K	No change		8 of 8
9	BKNG Booking Hldgs Inc	$8M	3.2%	49K	No change		8 of 8
10	QCOM Qualcomm Inc	$6.6M	2.7%	36K	No change		8 of 8
11	ABCD Example Holdings Inc	100	153	206	259	312	365
12	WXYZ Example Holdings Inc	137	190	243	296	349	402
13	QRST Example Holdings Inc	174	227	280	333	386	439
14	LMNO Example Holdings Inc	211	264	317	370	423	476

🔒 73 more holdings in this filing. Create a free account or sign in to see them all.

Positions at Sep 30, 2026, as reported. Change is against the fund's Q2 2026 filing; weight is the share of the fund's reported stocks.

Reported value

last 8 quarters

$206MQ4 '24

$202MQ1 '25

$209MQ2 '25

$226MQ3 '25

$230MQ4 '25

$216MQ1 '26

$246MQ2 '26

$249MQ3 '26

The value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.

Filings for Q3 2026

straight from the SEC

Filed	Form	Quarter
Nov 2, 2026	13F-HR	Q3 2026	SEC filing ↗

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Postrock Partners 13F FAQ

What does Postrock Partners own?

Postrock Partners reported 83 stocks worth $249M in its 13F filing for Q3 2026, filed Nov 2, 2026. Its largest holdings are AAPL (19.2%), BRK.A (13.2%) and FAST (6.7%). The table above lists every position in the filing (the top 10 without an account).

What did Postrock Partners buy and sell in Q3 2026?

Compared with Q2 2026: 5 new positions, 9 added to, 5 trimmed and 0 sold out. New positions include IDEV, SPAB and SMTH.

When will Postrock Partners file its next 13F?

Holdings as of Dec 31, 2026 are due by Feb 15, 2027. The filing appears on this page within minutes of reaching the SEC.

How much is Postrock Partners's portfolio worth?

The Q3 2026 filing reports $249M in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.

For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.