POSTROCK PARTNERS LLC

Q3 2026 13F-HR Holdings

Location
Overland Park, KS
Holdings as of
9/30/2026
Date filed
11/2/2026
Form type
13F-HR
Num holdings
83
Total value ($000)
$249,227
Net value change ($000)
+3,299 (1.3%)
New positions
5
Sold out positions
0
Turnover %
0.5%
Sector allocation + QoQ delta (equities-only)
Prev filing: 7/24/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q2 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 6,257 15.1%
NVDA 1,274 14.1%
VEEV 1,131 60.9%
CTSH 739 48.3%
MSFT 701 39.5%
FAST 508 3.1%
V 463 4.7%
MPC 358 54.6%
ROST 355 9.7%
IVV 306 2.2%
Top Reduces (Value $000, Stocks/ETFs)
AMD -3,727 -70.4%
PANW -1,852 -79.9%
BKNG -753 -8.6%
GOOGL -638 -3.7%
RBA -623 -30.1%
HEI -526 -14.9%
MU -490 -7.7%
GOOGL -351 -3.6%
ROL -316 -27.9%
WMT -214 -8.3%
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