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

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