POSTROCK PARTNERS LLC

Q2 2026 13F-HR Holdings

Location
Overland Park, KS
Holdings as of
6/30/2026
Date filed
7/24/2026
Form type
13F-HR
Num holdings
78
Total value ($000)
$245,928
Net value change ($000)
+29,763 (13.8%)
New positions
3
Sold out positions
7
Turnover %
0.9%
Sector allocation + QoQ delta (equities-only)
Prev filing: 5/6/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q1 2026
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
AAPL 5,109 14.0%
MU 4,485 241.6%
AMD 3,439 185.6%
GOOGL 3,362 24.3%
IVV 2,451 21.5%
QCOM 2,018 43.5%
GOOGL 1,853 23.2%
BRK-B 1,351 4.3%
PANW 1,228 112.8%
V 1,164 13.5%
Top Reduces (Value $000, Stocks/ETFs)
CTSH -894 -36.9%
TSCO -578 -30.2%
ROL -317 -21.8%
LOPE -280 -15.9%
WMT -252 -8.9%
LHX -228 -100.0%
EQT -225 -100.0%
T -217 -100.0%
TYL -216 -100.0%
ENSG -211 -100.0%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type