Postrock Partners LLC
- SEC CIK
- 0002053668
- Latest filing
- Jul 24, 2026
Holdings in Q2 2025
Holdings as of Jun 30, 2025, filed Jul 15, 2025. Long positions only; changes compare share counts with Q1 2025.
- Positions
- 82
- +2 vs. Q1 2025
- Portfolio value
- $209.1M
- +$7.07M (+3.5%) vs. Q1 2025
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| ADBEAdobe Inc. | Stock | 532 | $205.8K | 0.1% | −6−1.1% | Reduced | History |
| EQTEQT Corp | Stock | 3,540 | $206.5K | 0.1% | +3,540 | New | History |
| TAT&T Inc. | Stock | 7,470 | $216.2K | 0.1% | 00.0% | Unchanged | History |
| iShares Tr464288414 | NATIONAL MUN ETF | 2,075 | $216.8K | 0.1% | 00.0% | Unchanged | – |
| CEGConstellation Energy Corp | Stock | 721 | $232.7K | 0.1% | +721 | New | History |
| iShares Core MSCI Emerging Markets ETF46434G103 | ETF | 3,988 | $239.4K | 0.1% | +60+1.5% | Added | – |
| CSCOCisco Systems, Inc. | Stock | 3,480 | $241.4K | 0.1% | +150+4.5% | Added | History |
| iShares Ibonds Dec 2025 Term Corporate ETF46434VBD1 | ETF | 9,600 | $241.7K | 0.1% | 00.0% | Unchanged | – |
| CRMSalesforce, Inc. | Stock | 904 | $246.5K | 0.1% | 00.0% | Unchanged | History |
| CMECME Group Inc. | COM | 925 | $254.9K | 0.1% | 00.0% | Unchanged | History |
| GDDYGoDaddy Inc. | CL A | 1,433 | $258.0K | 0.1% | 00.0% | Unchanged | History |
| HDHome Depot, Inc. | Stock | 713 | $261.4K | 0.1% | +23+3.3% | Added | History |
| MAMastercard Inc | Stock | 484 | $272.0K | 0.1% | 00.0% | Unchanged | History |
| Invesco QQQ Trust Series I46090E103 | ETF | 497 | $274.2K | 0.1% | 00.0% | Unchanged | – |
| GEVGE Vernova Inc. | Stock | 546 | $288.9K | 0.1% | +546 | New | History |
| GILDGilead Sciences, Inc. | Stock | 2,681 | $297.2K | 0.1% | 00.0% | Unchanged | History |
| iShares Russell Mid-Cap Value ETF464287473 | ETF | 2,306 | $304.7K | 0.1% | 00.0% | Unchanged | – |
| CGNXCognex Corp | COM | 9,694 | $307.5K | 0.1% | 00.0% | Unchanged | History |
| HWMHowmet Aerospace Inc. | Stock | 1,850 | $344.3K | 0.2% | 00.0% | Unchanged | History |
| TYLTyler Technologies Inc | COM | 630 | $373.5K | 0.2% | 00.0% | Unchanged | History |
| INTUIntuit Inc. | Stock | 481 | $378.9K | 0.2% | 00.0% | Unchanged | History |
| Vanguard Real Estate ETF922908553 | ETF | 4,335 | $386.1K | 0.2% | 00.0% | Unchanged | – |
| MPCMarathon Petroleum Corp | Stock | 2,565 | $426.1K | 0.2% | 00.0% | Unchanged | History |
| iShares Ibonds Dec 2028 Term Muni Bond ETF46435U325 | ETF | 16,841 | $427.9K | 0.2% | +3,550+26.7% | Added | – |
| iShares Tr464287457 | 1 3 YR TREAS BD | 5,192 | $430.2K | 0.2% | +266+5.4% | Added | – |
| BACBank of America Corp | Stock | 9,721 | $460.0K | 0.2% | +450+4.9% | Added | History |
| BRK.BBerkshire Hathaway Inc | Stock | 981 | $476.5K | 0.2% | 00.0% | Unchanged | History |
| USBUS Bancorp DE | COM NEW | 11,125 | $503.4K | 0.2% | 00.0% | Unchanged | History |
| iShares Core S&P Small Cap ETF464287804 | ETF | 4,800 | $524.6K | 0.3% | 00.0% | Unchanged | – |
| CHEChemed Corp | COM | 1,103 | $537.1K | 0.3% | 00.0% | Unchanged | History |
| GNTXGentex Corp | COM | 24,552 | $539.9K | 0.3% | −132−0.5% | Reduced | History |
| iShares S&P 500 Value ETF464287408 | ETF | 2,765 | $540.3K | 0.3% | 00.0% | Unchanged | – |
| iShares Russell 2000 ETF464287655 | ETF | 2,506 | $540.8K | 0.3% | −6,682−72.7% | Reduced | – |
| iShares Russell Midcap ETF464287499 | ETF | 6,376 | $586.4K | 0.3% | −12,950−67.0% | Reduced | – |
| iShares Tr46435U432 | IBONDS DEC 25 | 22,268 | $596.0K | 0.3% | +1,400+6.7% | Added | – |
| DHRDanaher Corp | Stock | 3,026 | $597.8K | 0.3% | −134−4.2% | Reduced | History |
| LKQLKQ Corp | COM | 16,479 | $609.9K | 0.3% | 00.0% | Unchanged | History |
| iShares Core U.S. Aggregate Bond ETF464287226 | ETF | 6,784 | $673.0K | 0.3% | +611+9.9% | Added | – |
| MUMicron Technology Inc | Stock | 5,510 | $679.1K | 0.3% | 00.0% | Unchanged | History |
| MSIMotorola Solutions, Inc. | Stock | 1,620 | $681.1K | 0.3% | −5−0.3% | Reduced | History |
| iShares Tr464288281 | JPMORGAN USD EMG | 9,000 | $833.6K | 0.4% | 00.0% | Unchanged | – |
| iShares Tr464288158 | SHRT NAT MUN ETF | 8,400 | $893.3K | 0.4% | 00.0% | Unchanged | – |
| CSGPCostar Group, Inc. | COM | 11,440 | $919.8K | 0.4% | 00.0% | Unchanged | History |
| iShares Ibonds Dec 2026 Term Muni Bond ETF46435U259 | ETF | 38,416 | $984.3K | 0.5% | +1,350+3.6% | Added | – |
| JPMJPMorgan Chase & Co | Stock | 3,502 | $1.02M | 0.5% | +140+4.2% | Added | History |
| COSTCostco Wholesale Corp | Stock | 1,038 | $1.03M | 0.5% | 00.0% | Unchanged | History |
| NOWServiceNow, Inc. | Stock | 1,007 | $1.04M | 0.5% | 00.0% | Unchanged | History |
| TECHBIO-TECHNE Corp | COM | 21,086 | $1.08M | 0.5% | −84−0.4% | Reduced | History |
| BLKBlackRock, Inc. | Stock | 1,134 | $1.19M | 0.6% | +4+0.4% | Added | History |
| SPYSPDR S&P 500 ETF Trust | ETF | 1,964 | $1.21M | 0.6% | +23+1.2% | Added | History |
| AMDAdvanced Micro Devices Inc | Stock | 9,009 | $1.28M | 0.6% | 00.0% | Unchanged | History |
| AMTAmerican Tower Corp | REIT | 6,138 | $1.36M | 0.6% | 00.0% | Unchanged | History |
| SCHWSchwab Charles Corp | Stock | 15,078 | $1.38M | 0.7% | 00.0% | Unchanged | History |
| PANWPalo Alto Networks Inc | Stock | 6,738 | $1.38M | 0.7% | 00.0% | Unchanged | History |
| CPRTCopart Inc | COM | 30,180 | $1.48M | 0.7% | 00.0% | Unchanged | History |
| UPSUnited Parcel Service Inc | Stock | 15,101 | $1.52M | 0.7% | +15,101 | New | History |
| ROLRollins Inc | COM | 27,169 | $1.53M | 0.7% | 00.0% | Unchanged | History |
| ANSSAnsys Inc | COM | 5,066 | $1.78M | 0.9% | −10−0.2% | Reduced | History |
| RBARB Global Inc. | COM | 17,780 | $1.89M | 0.9% | 00.0% | Unchanged | History |
| LOPEGrand Canyon Education, Inc. | COM | 10,428 | $1.97M | 0.9% | −43−0.4% | Reduced | History |
| ROSTRoss Stores, Inc. | COM | 17,257 | $2.20M | 1.1% | −510−2.9% | Reduced | History |
| TSCOTractor Supply Co | COM | 42,225 | $2.23M | 1.1% | 00.0% | Unchanged | History |
| WMTWalmart Inc. | Stock | 22,883 | $2.24M | 1.1% | +74+0.3% | Added | History |
| MSFTMicrosoft Corp | Stock | 4,683 | $2.33M | 1.1% | +73+1.6% | Added | History |
| iShares Ibonds Dec 2027 Term Muni Bond ETF46435U283 | ETF | 96,609 | $2.45M | 1.2% | +3,728+4.0% | Added | – |
| SPGIS&P Global Inc. | Stock | 5,205 | $2.74M | 1.3% | 00.0% | Unchanged | History |
| VEEVVeeva Systems Inc | Stock | 10,470 | $3.02M | 1.4% | 00.0% | Unchanged | History |
| UBERUber Technologies, Inc | Stock | 32,648 | $3.05M | 1.5% | 00.0% | Unchanged | History |
| CTSHCognizant Technology Solutions Corp | CL A | 39,522 | $3.08M | 1.5% | −1,850−4.5% | Reduced | History |
| HEIHeico Corp | COM | 9,922 | $3.25M | 1.6% | −39−0.4% | Reduced | History |
| VRSKVerisk Analytics, Inc. | COM | 10,521 | $3.28M | 1.6% | −185−1.7% | Reduced | History |
| AMZNAmazon Com Inc | Stock | 17,711 | $3.89M | 1.9% | +95+0.5% | Added | History |
| GOOGAlphabet Inc. | Stock | 27,890 | $4.95M | 2.4% | +150+0.5% | Added | History |
| QCOMQualcomm Inc | Stock | 36,024 | $5.74M | 2.7% | −900−2.4% | Reduced | History |
| NVDANVIDIA Corp | Stock | 44,988 | $7.11M | 3.4% | 00.0% | Unchanged | History |
| GOOGLAlphabet Inc. | Stock | 48,158 | $8.49M | 4.1% | 00.0% | Unchanged | History |
| VVisa Inc. | Stock | 28,506 | $10.1M | 4.8% | +23+0.1% | Added | History |
| iShares Core S&P 500 ETF464287200 | ETF | 16,421 | $10.2M | 4.9% | −29−0.2% | Reduced | – |
| BKNGBooking Holdings Inc. | Stock | 1,966 | $11.4M | 5.4% | 00.0% | Unchanged | History |
| FASTFastenal Co | Stock | 338,720 | $14.2M | 6.8% | 00.0% | UnchangedConverted for a 2-for-1 split | History |
| AAPLApple Inc. | Stock | 143,584 | $29.5M | 14.1% | +30.0% | Added | History |
| BRK.ABerkshire Hathaway Inc | CL A | 44 | $32.1M | 15.3% | 00.0% | Unchanged | History |
Sold out since Q1 2025 (2)
Positions held at the end of Q1 2025 that are gone from this filing.