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Livermore
Livermore
ZHEN

Postrock Partners LLC

SEC CIK
0002053668
Latest filing
Jul 24, 2026

Holdings in Q3 2025

Holdings as of Sep 30, 2025, filed Oct 28, 2025. Long positions only; changes compare share counts with Q2 2025.

Institution overview
Positions
83
+1 vs. Q2 2025
Portfolio value
$226.1M
+$17.0M (+8.1%) vs. Q2 2025
Filed
Oct 28, 2025
SEC
Holdings of Postrock Partners LLC in Q3 2025
SecurityClassSharesValue% of portfolioShare changeActionHistory
LHXL3HARRIS Technologies, Inc.Stock662$202.2K0.1%+662NewHistory
WSTWest Pharmaceutical Services IncCOM771$202.3K0.1%+771NewHistory
JCIJohnson Controls International plcStock1,880$206.7K0.1%+1,880NewHistory
TAT&T Inc.Stock7,470$211.0K0.1%00.0%UnchangedHistory
GSGoldman Sachs Group IncStock265$211.0K0.1%+265NewHistory
CRMSalesforce, Inc.Stock904$214.2K0.1%00.0%UnchangedHistory
iShares Tr464288414NATIONAL MUN ETF2,075$221.0K0.1%00.0%Unchanged–
CEGConstellation Energy CorpStock721$237.3K0.1%00.0%UnchangedHistory
CSCOCisco Systems, Inc.Stock3,475$237.8K0.1%−5−0.1%ReducedHistory
iShares Ibonds Dec 2025 Term Corporate ETF46434VBD1ETF9,600$241.8K0.1%00.0%Unchanged–
CMECME Group Inc.COM925$249.9K0.1%00.0%UnchangedHistory
iShares Core MSCI Emerging Markets ETF46434G103ETF3,988$262.9K0.1%00.0%Unchanged–
MAMastercard IncStock484$275.3K0.1%00.0%UnchangedHistory
HDHome Depot, Inc.Stock713$288.9K0.1%00.0%UnchangedHistory
GILDGilead Sciences, Inc.Stock2,681$297.6K0.1%00.0%UnchangedHistory
Invesco QQQ Trust Series I46090E103ETF497$298.4K0.1%00.0%Unchanged–
iShares Russell Mid-Cap Value ETF464287473ETF2,306$322.1K0.1%00.0%Unchanged–
INTUIntuit Inc.Stock481$328.5K0.1%00.0%UnchangedHistory
TYLTyler Technologies IncCOM630$329.6K0.1%00.0%UnchangedHistory
GEVGE Vernova Inc.Stock546$335.7K0.1%00.0%UnchangedHistory
HWMHowmet Aerospace Inc.Stock1,850$363.0K0.2%00.0%UnchangedHistory
Vanguard Real Estate ETF922908553ETF4,335$396.3K0.2%00.0%Unchanged–
iShares Tr4642874571 3 YR TREAS BD5,192$430.7K0.2%00.0%Unchanged–
iShares Ibonds Dec 2028 Term Muni Bond ETF46435U325ETF16,841$431.8K0.2%00.0%Unchanged–
CGNXCognex CorpCOM9,694$439.1K0.2%00.0%UnchangedHistory
BRK.BBerkshire Hathaway IncStock981$493.2K0.2%00.0%UnchangedHistory
CHEChemed CorpCOM1,103$493.9K0.2%00.0%UnchangedHistory
MPCMarathon Petroleum CorpStock2,565$494.4K0.2%00.0%UnchangedHistory
BACBank of America CorpStock9,721$501.5K0.2%00.0%UnchangedHistory
LKQLKQ CorpCOM16,445$502.2K0.2%−34−0.2%ReducedHistory
USBUS Bancorp DECOM NEW11,125$537.7K0.2%00.0%UnchangedHistory
iShares Core S&P Small Cap ETF464287804ETF4,800$570.4K0.3%00.0%Unchanged–
iShares S&P 500 Value ETF464287408ETF2,765$571.0K0.3%00.0%Unchanged–
iShares Tr46435U432IBONDS DEC 2522,268$596.6K0.3%00.0%Unchanged–
DHRDanaher CorpStock3,026$599.9K0.3%00.0%UnchangedHistory
iShares Russell 2000 ETF464287655ETF2,506$606.4K0.3%00.0%Unchanged–
iShares Russell Midcap ETF464287499ETF6,376$615.6K0.3%00.0%Unchanged–
iShares Core U.S. Aggregate Bond ETF464287226ETF6,784$680.1K0.3%00.0%Unchanged–
GNTXGentex CorpCOM24,552$694.8K0.3%00.0%UnchangedHistory
MSIMotorola Solutions, Inc.Stock1,620$740.8K0.3%00.0%UnchangedHistory
SNPSSynopsys IncCOM1,710$843.7K0.4%+1,710NewHistory
iShares Tr464288281JPMORGAN USD EMG9,000$856.7K0.4%00.0%Unchanged–
iShares Tr464288158SHRT NAT MUN ETF8,400$897.0K0.4%00.0%Unchanged–
MUMicron Technology IncStock5,510$921.9K0.4%00.0%UnchangedHistory
NOWServiceNow, Inc.Stock1,007$926.7K0.4%00.0%UnchangedHistory
iShares Ibonds Dec 2026 Term Muni Bond ETF46435U259ETF37,098$951.9K0.4%−1,318−3.4%Reduced–
COSTCostco Wholesale CorpStock1,038$960.8K0.4%00.0%UnchangedHistory
CSGPCostar Group, Inc.COM11,440$965.2K0.4%00.0%UnchangedHistory
JPMJPMorgan Chase & CoStock3,502$1.10M0.5%00.0%UnchangedHistory
TECHBIO-TECHNE CorpCOM21,086$1.17M0.5%00.0%UnchangedHistory
AMTAmerican Tower CorpREIT6,138$1.18M0.5%00.0%UnchangedHistory
UPSUnited Parcel Service IncStock14,916$1.25M0.6%−185−1.2%ReducedHistory
SPYSPDR S&P 500 ETF TrustETF1,964$1.31M0.6%00.0%UnchangedHistory
BLKBlackRock, Inc.Stock1,134$1.32M0.6%00.0%UnchangedHistory
CPRTCopart IncCOM30,180$1.36M0.6%00.0%UnchangedHistory
PANWPalo Alto Networks IncStock6,738$1.37M0.6%00.0%UnchangedHistory
SCHWSchwab Charles CorpStock15,078$1.44M0.6%00.0%UnchangedHistory
AMDAdvanced Micro Devices IncStock9,109$1.47M0.7%+100+1.1%AddedHistory
ROLRollins IncCOM27,169$1.60M0.7%00.0%UnchangedHistory
RBARB Global Inc.COM17,780$1.93M0.9%00.0%UnchangedHistory
LOPEGrand Canyon Education, Inc.COM10,428$2.29M1.0%00.0%UnchangedHistory
WMTWalmart Inc.Stock22,883$2.36M1.0%00.0%UnchangedHistory
TSCOTractor Supply CoCOM42,225$2.40M1.1%00.0%UnchangedHistory
MSFTMicrosoft CorpStock4,683$2.43M1.1%00.0%UnchangedHistory
iShares Ibonds Dec 2027 Term Muni Bond ETF46435U283ETF96,609$2.46M1.1%00.0%Unchanged–
SPGIS&P Global Inc.Stock5,205$2.53M1.1%00.0%UnchangedHistory
ROSTRoss Stores, Inc.COM17,257$2.63M1.2%00.0%UnchangedHistory
VRSKVerisk Analytics, Inc.COM10,521$2.65M1.2%00.0%UnchangedHistory
CTSHCognizant Technology Solutions CorpCL A39,522$2.65M1.2%00.0%UnchangedHistory
VEEVVeeva Systems IncStock10,470$3.12M1.4%00.0%UnchangedHistory
UBERUber Technologies, IncStock32,648$3.20M1.4%00.0%UnchangedHistory
HEIHeico CorpCOM9,922$3.20M1.4%00.0%UnchangedHistory
AMZNAmazon Com IncStock17,711$3.89M1.7%00.0%UnchangedHistory
QCOMQualcomm IncStock36,024$5.99M2.7%00.0%UnchangedHistory
GOOGAlphabet Inc.Stock27,890$6.79M3.0%00.0%UnchangedHistory
NVDANVIDIA CorpStock44,988$8.39M3.7%00.0%UnchangedHistory
VVisa Inc.Stock28,506$9.73M4.3%00.0%UnchangedHistory
BKNGBooking Holdings Inc.Stock1,966$10.6M4.7%00.0%UnchangedHistory
iShares Core S&P 500 ETF464287200ETF16,421$11.0M4.9%00.0%Unchanged–
GOOGLAlphabet Inc.Stock48,158$11.7M5.2%00.0%UnchangedHistory
FASTFastenal CoStock338,720$16.6M7.3%00.0%UnchangedHistory
BRK.ABerkshire Hathaway IncCL A44$33.2M14.7%00.0%UnchangedHistory
AAPLApple Inc.Stock143,584$36.6M16.2%00.0%UnchangedHistory

Sold out since Q2 2025 (4)

Positions held at the end of Q2 2025 that are gone from this filing.

Positions of Postrock Partners LLC sold out since Q2 2025
SecurityClassShares in Q2 2025Value in Q2 2025% of portfolio in Q2 2025History
ANSSAnsys IncCOM5,066$1.78M0.9%History
GDDYGoDaddy Inc.CL A1,433$258.0K0.1%History
EQTEQT CorpStock3,540$206.5K0.1%History
ADBEAdobe Inc.Stock532$205.8K0.1%History