Titelia

Holdings of POSTROCK PARTNERS LLC

76 declared positions · as of Mar 31, 2026

Original filing · Ten largest lines: 69.8 % of the equity sleeve

Sector breakdown

  • Technology 29.8 %
  • Financials 22.7 %
  • Industrials 12.1 %
  • Communication 10.5 %
  • Consumer discretionary 9.0 %
  • Funds 6.9 %
  • Consumer staples 1.8 %
  • Real estate 0.5 %
  • Health care 0.4 %
  • Energy 0.4 %
  • Utilities 0.1 %
  • Unattributed 5.7 %

Titelia classification, company by company. The unattributed share stays visible.

Currency breakdown

  • USD 100.0 %

The quoted currency of each line, as declared.

Country breakdown

  • US 100.0 %

Shares computed on the equity sleeve.

RankCountryLinesValueShare
1US76209.8M $100.00 %

Positions

RankCompanySharesValueWeight
1Apple Inc 143,62436.5M $
2Berkshire Hathaway Inc 4431.6M $
3Fastenal Co 338,72015.7M $
4Alphabet Inc 48,15813.8M $
5iShares Core S&P 500 ETF 17,48311.4M $
6Visa Inc 28,5068.6M $
7Booking Holdings Inc 1,9668.3M $
8Alphabet Inc 27,8908M $
9NVIDIA Corp 44,9887.8M $
10QUALCOMM Inc 36,0244.6M $
11Ross Stores Inc 17,2573.7M $
12Amazon.com Inc 17,7113.7M $
13Walmart Inc 22,8832.8M $
14HEICO Corp 9,9222.7M $
15Cognizant Technology Solutions Corp. 39,5222.4M $
16Uber Technologies Inc 32,6482.3M $
17S&P Global Inc 5,2052.2M $
18Verisk Analytics Inc 10,5212M $
19Tractor Supply Co 42,2251.9M $
20Micron Technology Inc 5,4931.9M $
21Advanced Micro Devices Inc 9,1091.9M $
22Veeva Systems Inc 10,4701.8M $
23Grand Canyon Education Inc 10,3851.8M $
24Microsoft Corp 4,6831.7M $
25United Parcel Service Inc 14,9161.5M $
26Rollins Inc 27,1691.5M $
27Charles Schwab Corp/The 15,0781.4M $
28State Street SPDR S&P 500 ETF Trust 1,8001.2M $
29Bio-Techne Corp 21,0061.1M $
30Blackrock Inc 1,1341.1M $
31Palo Alto Networks Inc 6,7931.1M $
32American Tower Corp 6,0151M $
33Costco Wholesale Corp 1,0381M $
34JPMorgan Chase & Co 3,5021M $
35Copart Inc 30,1801M $
36iShares Short-Term National Muni Bond ETF 8,400894.6K $
37iShares J.P. Morgan USD Emerging Markets Bond ETF 9,000845.4K $
38Motorola Solutions Inc 1,615700.9K $
39iShares Core U.S. Aggregate Bond ETF 6,784673.4K $
40Synopsys Inc 1,683667.3K $
41Marathon Petroleum Corp 2,565626.3K $
42iShares Russell 2000 ETF 2,506621.5K $
43iShares Trust 6,376619.9K $
44iShares Core S&P Small-Cap ETF 4,800596.7K $
45iShares Trust 2,765583.8K $
46Danaher Corp 2,997568.2K $
47Gentex Corp 24,417533.5K $
48ServiceNow Inc 5,025525.4K $
49LKQ Corp 16,445483K $
50GE Vernova Inc 546476.6K $
51Cognex Corp 9,694474.9K $
52Bank of America Corp 9,721473.9K $
53Berkshire Hathaway Inc 981470.1K $
54CoStar Group Inc 11,440461.5K $
55iShares Trust 5,192428.7K $
56Howmet Aerospace Inc 1,850426.4K $
57Chemed Corp 1,103416.6K $
58Vanguard Real Estate ETF 4,335384.5K $
59Gilead Sciences Inc 2,681373.7K $
60iShares Russell Mid-Cap Value 2,306336.1K $
61Applied Materials Inc 936319.9K $
62Invesco QQQ Trust Series 1 497286.9K $
63iShares Core MSCI Emerging Markets ETF 3,988278.2K $
64CME Group Inc 925273.2K $
65Cisco Systems, Inc. 3,475269.6K $
66Mastercard Inc 484241.8K $
67Home Depot Inc/The 713234.5K $
68L3Harris Technologies Inc 662228.5K $
69EQT Corp 3,540225.3K $
70Goldman Sachs Group Inc/The 265224.2K $
71iShares National Muni Bond ETF 2,075220.3K $
72AT&T Inc 7,470216.6K $
73Tyler Technologies Inc 630215.7K $
74Ensign Group Inc/The 1,046210.8K $
75Intuit Inc 481208K $
76Constellation Energy Corp. 721201.3K $