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Livermore
Livermore
ZHEN

Postrock Partners LLC

SEC CIK
0002053668
Latest filing
Jul 24, 2026

Holdings in Q1 2025

Holdings as of Mar 31, 2025, filed May 2, 2025. Long positions only; changes compare share counts with Q4 2024.

Institution overview
Positions
80
−4 vs. Q4 2024
Portfolio value
$202.1M
−$4.34M (−2.1%) vs. Q4 2024
Filed
May 2, 2025
SEC
Holdings of Postrock Partners LLC in Q1 2025
SecurityClassSharesValue% of portfolioShare changeActionHistory
BRK.ABerkshire Hathaway IncCL A44$35.1M17.4%00.0%UnchangedHistory
AAPLApple Inc.Stock143,581$31.9M15.8%+400.0%AddedHistory
FASTFastenal CoStock169,291$13.1M6.5%00.0%UnchangedHistory
VVisa Inc.Stock28,483$9.98M4.9%00.0%UnchangedHistory
iShares Core S&P 500 ETF464287200ETF16,450$9.24M4.6%+621+3.9%Added–
BKNGBooking Holdings Inc.Stock1,966$9.06M4.5%00.0%UnchangedHistory
GOOGLAlphabet Inc.Stock48,158$7.45M3.7%00.0%UnchangedHistory
QCOMQualcomm IncStock36,924$5.67M2.8%00.0%UnchangedHistory
NVDANVIDIA CorpStock44,988$4.88M2.4%−9,595−17.6%ReducedHistory
GOOGAlphabet Inc.Stock27,740$4.33M2.1%00.0%UnchangedHistory
AMZNAmazon Com IncStock17,616$3.35M1.7%00.0%UnchangedHistory
VRSKVerisk Analytics, Inc.COM10,706$3.19M1.6%00.0%UnchangedHistory
CTSHCognizant Technology Solutions CorpCL A41,372$3.16M1.6%00.0%UnchangedHistory
HEIHeico CorpCOM9,961$2.66M1.3%00.0%UnchangedHistory
SPGIS&P Global Inc.Stock5,205$2.64M1.3%00.0%UnchangedHistory
VEEVVeeva Systems IncStock10,470$2.43M1.2%00.0%UnchangedHistory
UBERUber Technologies, IncStock32,648$2.38M1.2%00.0%UnchangedHistory
iShares Ibonds Dec 2027 Term Muni Bond ETF46435U283ETF92,881$2.35M1.2%+3,800+4.3%Added–
TSCOTractor Supply CoCOM42,225$2.33M1.2%00.0%UnchangedHistory
ROSTRoss Stores, Inc.COM17,767$2.27M1.1%00.0%UnchangedHistory
WMTWalmart Inc.Stock22,809$2.00M1.0%00.0%UnchangedHistory
iShares Russell 2000 ETF464287655ETF9,188$1.83M0.9%+434+5.0%Added–
LOPEGrand Canyon Education, Inc.COM10,471$1.81M0.9%00.0%UnchangedHistory
RBARB Global Inc.COM17,780$1.78M0.9%00.0%UnchangedHistory
MSFTMicrosoft CorpStock4,610$1.73M0.9%00.0%UnchangedHistory
CPRTCopart IncCOM30,180$1.71M0.8%00.0%UnchangedHistory
iShares Russell Midcap ETF464287499ETF19,326$1.64M0.8%+405+2.1%Added–
ANSSAnsys IncCOM5,076$1.61M0.8%00.0%UnchangedHistory
ROLRollins IncCOM27,169$1.47M0.7%00.0%UnchangedHistory
AMTAmerican Tower CorpREIT6,138$1.34M0.7%00.0%UnchangedHistory
TECHBIO-TECHNE CorpCOM21,170$1.24M0.6%00.0%UnchangedHistory
SCHWSchwab Charles CorpStock15,078$1.18M0.6%00.0%UnchangedHistory
PANWPalo Alto Networks IncStock6,738$1.15M0.6%00.0%UnchangedHistory
SPYSPDR S&P 500 ETF TrustETF1,941$1.09M0.5%00.0%UnchangedHistory
BLKBlackRock, Inc.Stock1,130$1.07M0.5%00.0%UnchangedHistory
UNHUnitedHealth Group IncStock1,985$1.04M0.5%−59−2.9%ReducedHistory
COSTCostco Wholesale CorpStock1,038$981.7K0.5%00.0%UnchangedHistory
iShares Ibonds Dec 2026 Term Muni Bond ETF46435U259ETF37,066$947.4K0.5%00.0%Unchanged–
AMDAdvanced Micro Devices IncStock9,009$925.6K0.5%00.0%UnchangedHistory
CSGPCostar Group, Inc.COM11,440$906.4K0.4%00.0%UnchangedHistory
iShares Tr464288158SHRT NAT MUN ETF8,400$887.0K0.4%00.0%Unchanged–
JPMJPMorgan Chase & CoStock3,362$824.7K0.4%00.0%UnchangedHistory
iShares Tr464288281JPMORGAN USD EMG9,000$815.3K0.4%00.0%Unchanged–
NOWServiceNow, Inc.Stock1,007$801.7K0.4%00.0%UnchangedHistory
MSIMotorola Solutions, Inc.Stock1,625$711.4K0.4%00.0%UnchangedHistory
LKQLKQ CorpCOM16,479$701.0K0.3%00.0%UnchangedHistory
CHEChemed CorpCOM1,103$678.7K0.3%00.0%UnchangedHistory
DHRDanaher CorpStock3,160$647.8K0.3%00.0%UnchangedHistory
iShares Core U.S. Aggregate Bond ETF464287226ETF6,173$610.6K0.3%+429+7.5%Added–
GNTXGentex CorpCOM24,684$575.1K0.3%00.0%UnchangedHistory
iShares Tr46435U432IBONDS DEC 2520,868$558.2K0.3%+1,248+6.4%Added–
iShares S&P 500 Value ETF464287408ETF2,765$527.0K0.3%+600+27.7%Added–
BRK.BBerkshire Hathaway IncStock981$522.5K0.3%00.0%UnchangedHistory
iShares Core S&P Small Cap ETF464287804ETF4,800$501.9K0.2%00.0%Unchanged–
MUMicron Technology IncStock5,510$478.8K0.2%00.0%UnchangedHistory
USBUS Bancorp DECOM NEW11,125$469.7K0.2%00.0%UnchangedHistory
iShares Tr4642874571 3 YR TREAS BD4,926$407.5K0.2%00.0%Unchanged–
Vanguard Real Estate ETF922908553ETF4,335$392.5K0.2%00.0%Unchanged–
BACBank of America CorpStock9,271$386.9K0.2%00.0%UnchangedHistory
MPCMarathon Petroleum CorpStock2,565$373.7K0.2%00.0%UnchangedHistory
TYLTyler Technologies IncCOM630$366.3K0.2%00.0%UnchangedHistory
iShares Ibonds Dec 2028 Term Muni Bond ETF46435U325ETF13,291$336.1K0.2%00.0%Unchanged–
MIDDMIDDLEBY CorpCOM1,995$303.2K0.2%00.0%UnchangedHistory
GILDGilead Sciences, Inc.Stock2,681$300.4K0.1%00.0%UnchangedHistory
INTUIntuit Inc.Stock481$295.3K0.1%00.0%UnchangedHistory
iShares Russell Mid-Cap Value ETF464287473ETF2,306$290.5K0.1%+138+6.4%Added–
CGNXCognex CorpCOM9,694$289.2K0.1%00.0%UnchangedHistory
MAMastercard IncStock484$265.3K0.1%00.0%UnchangedHistory
GDDYGoDaddy Inc.CL A1,433$258.1K0.1%00.0%UnchangedHistory
HDHome Depot, Inc.Stock690$252.9K0.1%00.0%UnchangedHistory
CMECME Group Inc.COM925$245.4K0.1%00.0%UnchangedHistory
CRMSalesforce, Inc.Stock904$242.6K0.1%00.0%UnchangedHistory
iShares Ibonds Dec 2025 Term Corporate ETF46434VBD1ETF9,600$241.4K0.1%00.0%Unchanged–
HWMHowmet Aerospace Inc.Stock1,850$240.0K0.1%00.0%UnchangedHistory
Invesco QQQ Trust Series I46090E103ETF497$233.1K0.1%+66+15.3%Added–
iShares Tr464288414NATIONAL MUN ETF2,075$218.8K0.1%00.0%Unchanged–
iShares Core MSCI Emerging Markets ETF46434G103ETF3,928$212.0K0.1%00.0%Unchanged–
TAT&T Inc.Stock7,470$211.3K0.1%+7,470NewHistory
ADBEAdobe Inc.Stock538$206.3K0.1%00.0%UnchangedHistory
CSCOCisco Systems, Inc.Stock3,330$205.5K0.1%+3,330NewHistory

Sold out since Q4 2024 (6)

Positions held at the end of Q4 2024 that are gone from this filing.

Positions of Postrock Partners LLC sold out since Q4 2024
SecurityClassShares in Q4 2024Value in Q4 2024% of portfolio in Q4 2024History
EXASExact Sciences CorpCOM12,309$691.6K0.3%History
EWEdwards Lifesciences CorpStock5,128$379.6K0.2%History
WSTWest Pharmaceutical Services IncCOM771$252.5K0.1%History
HUBBHubbell IncCOM564$236.3K0.1%History
TTDTrade Desk, Inc.Stock1,968$231.3K0.1%History
SPSCSPS Commerce IncCOM1,134$208.6K0.1%History