POSTROCK PARTNERS LLC

Fundamental diversified ★Signal CIK 2053668
League rank
#734
in Fundamental diversified · #6686 overall
Long book
$216.2M
Q1 2026
Positions
82
Top-10 weight
68%
concentration
Last quarter
+18.6%
SPY +18.6%
Turnover
9%
of book per quarter

Strategy in plain words

auto-generated from filings

POSTROCK PARTNERS LLC is a diversified fundamental manager, running a $216.2M US long book across 82 positions.

The portfolio is concentrated: the top 10 names carry 68% of the portfolio. The book barely moves quarter to quarter — a patient, low-turnover holder. Current anchor positions: APPLE INC, BERKSHIRE HATHAWAY INC-CL A, FASTENAL CO, ALPHABET INC-CL A, ISHARES CORE S&P 500 ETF.

Over the last 6 quarters its long book ran on average 0.8pp per quarter behind the S&P 500, beating the index in 2 of 6 quarters. We rate its filings as signal-bearing: position changes reflect genuine views.

Implied long-book return vs S&P 500

methodology: positions priced quarterly, no shorts/options
Fund long book S&P 500
Q4 2024
-1.1%
Q1 2025
+4.3%
Q2 2025
+8.8%
Q3 2025
+2.4%
Q4 2025
-6.3%
Q1 2026
+18.6%

Sector allocation

Technology
46%
Financials
19%
Consumer discretionary
16%
Services media
10%
Industrials
7%
Healthcare
1%
Energy
0%
Communications
0%

Long book by quarter

$206.4M
Q4 2024
$202.1M
Q1 2025
$209.1M
Q2 2025
$226.1M
Q3 2025
$230.2M
Q4 2025
$216.2M
Q1 2026

What does POSTROCK PARTNERS own?

Q1 2026 13F
CompanySectorSharesValue% of bookChange
AAPL APPLE INCTechnology143.6K$36.5M16.9%0.0%
BRK/A BERKSHIRE HATHAWAY INC-CL AFinancials44$31.6M14.6%Held
FAST FASTENAL COConsumer discretionary338.7K$15.7M7.3%Held
GOOGL ALPHABET INC-CL ATechnology48.2K$13.8M6.4%Held
V VISA INC-CLASS A SHARESServices media28.5K$8.6M4.0%Held
BKNG BOOKING HOLDINGS INCIndustrials2.0K$8.3M3.8%Held
GOOG ALPHABET INC-CL CTechnology27.9K$8.0M3.7%Held
NVDA NVIDIA CORPTechnology45.0K$7.8M3.6%Held
QCOM QUALCOMM INCTechnology36.0K$4.6M2.1%Held
ROST ROSS STORES INCConsumer discretionary17.3K$3.7M1.7%Held
AMZN AMAZON.COM INCConsumer discretionary17.7K$3.7M1.7%Held
WMT WALMART INCConsumer discretionary22.9K$2.8M1.3%Held
HEI HEICO CORPIndustrials9.9K$2.7M1.3%Held
CTSH COGNIZANT TECH SOLUTIONS-ATechnology39.5K$2.4M1.1%Held
UBER UBER TECHNOLOGIES INCServices media32.6K$2.3M1.1%Held
SPGI S&P GLOBAL INCServices media5.2K$2.2M1.0%Held
VRSK VERISK ANALYTICS INCTechnology10.5K$2.0M0.9%Held
TSCO TRACTOR SUPPLY COMPANYConsumer discretionary42.2K$1.9M0.9%Held
MU MICRON TECHNOLOGY INCTechnology5.5K$1.9M0.9%-0.3%
AMD ADVANCED MICRO DEVICESTechnology9.1K$1.9M0.9%Held
VEEV VEEVA SYSTEMS INC-CLASS ATechnology10.5K$1.8M0.9%Held
LOPE GRAND CANYON EDUCATION INCServices media10.4K$1.8M0.8%-0.4%
MSFT MICROSOFT CORPTechnology4.7K$1.7M0.8%Held
RBA RB GLOBAL INCServices media17.8K$1.7M0.8%Held
UPS UNITED PARCEL SERVICE-CL BIndustrials14.9K$1.5M0.7%Held
ROL ROLLINS INCServices media27.2K$1.5M0.7%Held
SCHW SCHWAB (CHARLES) CORPFinancials15.1K$1.4M0.7%Held
TECH BIO-TECHNE CORPHealthcare21.0K$1.1M0.5%-0.4%
BLK BLACKROCK INCFinancials1.1K$1.1M0.5%Held
PANW PALO ALTO NETWORKS INCTechnology6.8K$1.1M0.5%+0.8%
COST COSTCO WHOLESALE CORPConsumer discretionary1.0K$1.0M0.5%Held
JPM JPMORGAN CHASE & COFinancials3.5K$1.0M0.5%Held
CPRT COPART INCConsumer discretionary30.2K$1.0M0.5%Held
MSI MOTOROLA SOLUTIONS INCTechnology1.6K$701K0.3%-0.3%
SNPS SYNOPSYS INCTechnology1.7K$667K0.3%Held
MPC MARATHON PETROLEUM CORPEnergy2.6K$626K0.3%Held
DHR DANAHER CORPTechnology3.0K$568K0.3%Held
GNTX GENTEX CORPIndustrials24.4K$534K0.2%-0.5%
NOW SERVICENOW INCTechnology5.0K$525K0.2%-0.2%
LKQ LKQ CORPConsumer discretionary16.4K$483K0.2%Held
GEV GE VERNOVA INCIndustrials546$477K0.2%Held
CGNX COGNEX CORPTechnology9.7K$475K0.2%Held
BAC BANK OF AMERICA CORPFinancials9.7K$474K0.2%Held
BRK/B BERKSHIRE HATHAWAY INC-CL BFinancials981$470K0.2%Held
CSGP COSTAR GROUP INCServices media11.4K$461K0.2%Held
HWM HOWMET AEROSPACE INCIndustrials1.9K$426K0.2%Held
CHE CHEMED CORPHealthcare1.1K$417K0.2%Held
GILD GILEAD SCIENCES INCHealthcare2.7K$374K0.2%Held
AMAT APPLIED MATERIALS INCTechnology936$320K0.1%Held
CME CME GROUP INCFinancials925$273K0.1%Held

13F filing history

PeriodFormFiledEntriesReported valueFlagsSource
Q1 202613F-HRMay 6, 202682$216.2M canonicalSEC ↗
Q4 202513F-HRJan 16, 202680$230.2M canonicalSEC ↗
Q3 202513F-HROct 28, 202583$226.1M canonicalSEC ↗
Q2 202513F-HRJul 15, 202582$209.1M canonicalSEC ↗
Q1 202513F-HRMay 2, 202580$202.1M canonicalSEC ↗
Q4 202413F-HRFeb 10, 202584$206.4M canonicalSEC ↗