Postrock Partners LLC
- SEC CIK
- 0002053668
- Latest filing
- Jul 24, 2026
Holdings in Q4 2025
Holdings as of Dec 31, 2025, filed Jan 16, 2026. Long positions only; changes compare share counts with Q3 2025.
- Positions
- 80
- −3 vs. Q3 2025
- Portfolio value
- $230.2M
- +$4.03M (+1.8%) vs. Q3 2025
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| AAPLApple Inc. | Stock | 143,584 | $39.0M | 17.0% | 00.0% | Unchanged | History |
| BRK.ABerkshire Hathaway Inc | CL A | 44 | $33.2M | 14.4% | 00.0% | Unchanged | History |
| GOOGLAlphabet Inc. | Stock | 48,158 | $15.1M | 6.5% | 00.0% | Unchanged | History |
| FASTFastenal Co | Stock | 338,720 | $13.6M | 5.9% | 00.0% | Unchanged | History |
| iShares Core S&P 500 ETF464287200 | ETF | 16,755 | $11.5M | 5.0% | +334+2.0% | Added | – |
| BKNGBooking Holdings Inc. | Stock | 1,966 | $10.5M | 4.6% | 00.0% | Unchanged | History |
| VVisa Inc. | Stock | 28,506 | $10.0M | 4.3% | 00.0% | Unchanged | History |
| GOOGAlphabet Inc. | Stock | 27,890 | $8.75M | 3.8% | 00.0% | Unchanged | History |
| NVDANVIDIA Corp | Stock | 44,988 | $8.39M | 3.6% | 00.0% | Unchanged | History |
| QCOMQualcomm Inc | Stock | 36,024 | $6.16M | 2.7% | 00.0% | Unchanged | History |
| AMZNAmazon Com Inc | Stock | 17,711 | $4.09M | 1.8% | 00.0% | Unchanged | History |
| CTSHCognizant Technology Solutions Corp | CL A | 39,522 | $3.28M | 1.4% | 00.0% | Unchanged | History |
| HEIHeico Corp | COM | 9,922 | $3.21M | 1.4% | 00.0% | Unchanged | History |
| ROSTRoss Stores, Inc. | COM | 17,257 | $3.11M | 1.4% | 00.0% | Unchanged | History |
| SPGIS&P Global Inc. | Stock | 5,205 | $2.72M | 1.2% | 00.0% | Unchanged | History |
| UBERUber Technologies, Inc | Stock | 32,648 | $2.67M | 1.2% | 00.0% | Unchanged | History |
| WMTWalmart Inc. | Stock | 22,883 | $2.55M | 1.1% | 00.0% | Unchanged | History |
| iShares Ibonds Dec 2027 Term Muni Bond ETF46435U283 | ETF | 96,609 | $2.45M | 1.1% | 00.0% | Unchanged | – |
| VRSKVerisk Analytics, Inc. | COM | 10,521 | $2.35M | 1.0% | 00.0% | Unchanged | History |
| VEEVVeeva Systems Inc | Stock | 10,470 | $2.34M | 1.0% | 00.0% | Unchanged | History |
| MSFTMicrosoft Corp | Stock | 4,683 | $2.26M | 1.0% | 00.0% | Unchanged | History |
| TSCOTractor Supply Co | COM | 42,225 | $2.11M | 0.9% | 00.0% | Unchanged | History |
| AMDAdvanced Micro Devices Inc | Stock | 9,109 | $1.95M | 0.8% | 00.0% | Unchanged | History |
| RBARB Global Inc. | COM | 17,780 | $1.83M | 0.8% | 00.0% | Unchanged | History |
| LOPEGrand Canyon Education, Inc. | COM | 10,428 | $1.73M | 0.8% | 00.0% | Unchanged | History |
| ROLRollins Inc | COM | 27,169 | $1.63M | 0.7% | 00.0% | Unchanged | History |
| MUMicron Technology Inc | Stock | 5,510 | $1.57M | 0.7% | 00.0% | Unchanged | History |
| SCHWSchwab Charles Corp | Stock | 15,078 | $1.51M | 0.7% | 00.0% | Unchanged | History |
| UPSUnited Parcel Service Inc | Stock | 14,916 | $1.48M | 0.6% | 00.0% | Unchanged | History |
| SPYSPDR S&P 500 ETF Trust | ETF | 1,964 | $1.34M | 0.6% | 00.0% | Unchanged | History |
| PANWPalo Alto Networks Inc | Stock | 6,738 | $1.24M | 0.5% | 00.0% | Unchanged | History |
| TECHBIO-TECHNE Corp | COM | 21,086 | $1.24M | 0.5% | 00.0% | Unchanged | History |
| BLKBlackRock, Inc. | Stock | 1,134 | $1.21M | 0.5% | 00.0% | Unchanged | History |
| CPRTCopart Inc | COM | 30,180 | $1.18M | 0.5% | 00.0% | Unchanged | History |
| JPMJPMorgan Chase & Co | Stock | 3,502 | $1.13M | 0.5% | 00.0% | Unchanged | History |
| AMTAmerican Tower Corp | REIT | 6,015 | $1.06M | 0.5% | −123−2.0% | Reduced | History |
| iShares Ibonds Dec 2026 Term Muni Bond ETF46435U259 | ETF | 36,306 | $930.8K | 0.4% | −792−2.1% | Reduced | – |
| iShares Tr464288158 | SHRT NAT MUN ETF | 8,400 | $896.3K | 0.4% | 00.0% | Unchanged | – |
| COSTCostco Wholesale Corp | Stock | 1,038 | $895.1K | 0.4% | 00.0% | Unchanged | History |
| iShares Tr464288281 | JPMORGAN USD EMG | 9,000 | $866.5K | 0.4% | 00.0% | Unchanged | – |
| SNPSSynopsys Inc | COM | 1,683 | $790.5K | 0.3% | −27−1.6% | Reduced | History |
| NOWServiceNow, Inc. | Stock | 5,035 | $771.3K | 0.3% | 00.0% | UnchangedConverted for a 5-for-1 split | History |
| CSGPCostar Group, Inc. | COM | 11,440 | $769.2K | 0.3% | 00.0% | Unchanged | History |
| DHRDanaher Corp | Stock | 2,997 | $686.1K | 0.3% | −29−1.0% | Reduced | History |
| iShares Core U.S. Aggregate Bond ETF464287226 | ETF | 6,784 | $677.6K | 0.3% | 00.0% | Unchanged | – |
| MSIMotorola Solutions, Inc. | Stock | 1,620 | $621.0K | 0.3% | 00.0% | Unchanged | History |
| iShares Russell 2000 ETF464287655 | ETF | 2,506 | $616.9K | 0.3% | 00.0% | Unchanged | – |
| iShares Russell Midcap ETF464287499 | ETF | 6,376 | $613.8K | 0.3% | 00.0% | Unchanged | – |
| USBUS Bancorp DE | COM NEW | 11,125 | $593.6K | 0.3% | 00.0% | Unchanged | History |
| iShares S&P 500 Value ETF464287408 | ETF | 2,765 | $586.4K | 0.3% | 00.0% | Unchanged | – |
| iShares Core S&P Small Cap ETF464287804 | ETF | 4,800 | $576.9K | 0.3% | 00.0% | Unchanged | – |
| GNTXGentex Corp | COM | 24,552 | $571.3K | 0.2% | 00.0% | Unchanged | History |
| BACBank of America Corp | Stock | 9,721 | $534.7K | 0.2% | 00.0% | Unchanged | History |
| LKQLKQ Corp | COM | 16,445 | $496.6K | 0.2% | 00.0% | Unchanged | History |
| BRK.BBerkshire Hathaway Inc | Stock | 981 | $493.1K | 0.2% | 00.0% | Unchanged | History |
| CHEChemed Corp | COM | 1,103 | $471.9K | 0.2% | 00.0% | Unchanged | History |
| iShares Ibonds Dec 2028 Term Muni Bond ETF46435U325 | ETF | 16,841 | $430.7K | 0.2% | 00.0% | Unchanged | – |
| iShares Tr464287457 | 1 3 YR TREAS BD | 5,192 | $430.0K | 0.2% | 00.0% | Unchanged | – |
| MPCMarathon Petroleum Corp | Stock | 2,565 | $417.1K | 0.2% | 00.0% | Unchanged | History |
| Vanguard Real Estate ETF922908553 | ETF | 4,335 | $383.6K | 0.2% | 00.0% | Unchanged | – |
| HWMHowmet Aerospace Inc. | Stock | 1,850 | $379.3K | 0.2% | 00.0% | Unchanged | History |
| GEVGE Vernova Inc. | Stock | 546 | $356.8K | 0.2% | 00.0% | Unchanged | History |
| CGNXCognex Corp | COM | 9,694 | $348.8K | 0.2% | 00.0% | Unchanged | History |
| GILDGilead Sciences, Inc. | Stock | 2,681 | $329.1K | 0.1% | 00.0% | Unchanged | History |
| iShares Russell Mid-Cap Value ETF464287473 | ETF | 2,306 | $325.3K | 0.1% | 00.0% | Unchanged | – |
| INTUIntuit Inc. | Stock | 481 | $318.6K | 0.1% | 00.0% | Unchanged | History |
| Invesco QQQ Trust Series I46090E103 | ETF | 497 | $305.3K | 0.1% | 00.0% | Unchanged | – |
| TYLTyler Technologies Inc | COM | 630 | $286.0K | 0.1% | 00.0% | Unchanged | History |
| MAMastercard Inc | Stock | 484 | $276.3K | 0.1% | 00.0% | Unchanged | History |
| iShares Core MSCI Emerging Markets ETF46434G103 | ETF | 3,988 | $268.1K | 0.1% | 00.0% | Unchanged | – |
| CSCOCisco Systems, Inc. | Stock | 3,475 | $267.7K | 0.1% | 00.0% | Unchanged | History |
| CEGConstellation Energy Corp | Stock | 721 | $254.7K | 0.1% | 00.0% | Unchanged | History |
| CMECME Group Inc. | COM | 925 | $252.6K | 0.1% | 00.0% | Unchanged | History |
| HDHome Depot, Inc. | Stock | 713 | $245.3K | 0.1% | 00.0% | Unchanged | History |
| AMATApplied Materials Inc | Stock | 936 | $240.5K | 0.1% | +936 | New | History |
| CRMSalesforce, Inc. | Stock | 904 | $239.5K | 0.1% | 00.0% | Unchanged | History |
| GSGoldman Sachs Group Inc | Stock | 265 | $232.9K | 0.1% | 00.0% | Unchanged | History |
| JCIJohnson Controls International plc | Stock | 1,880 | $225.1K | 0.1% | 00.0% | Unchanged | History |
| iShares Tr464288414 | NATIONAL MUN ETF | 2,075 | $222.3K | 0.1% | 00.0% | Unchanged | – |
| WSTWest Pharmaceutical Services Inc | COM | 771 | $212.1K | 0.1% | 00.0% | Unchanged | History |
Sold out since Q3 2025 (4)
Positions held at the end of Q3 2025 that are gone from this filing.
| Security | Class | Shares in Q3 2025 | Value in Q3 2025 | % of portfolio in Q3 2025 | History |
|---|---|---|---|---|---|
| iShares Tr46435U432 | IBONDS DEC 25 | 22,268 | $596.6K | 0.3% | – |
| iShares Ibonds Dec 2025 Term Corporate ETF46434VBD1 | ETF | 9,600 | $241.8K | 0.1% | – |
| TAT&T Inc. | Stock | 7,470 | $211.0K | 0.1% | History |
| LHXL3HARRIS Technologies, Inc. | Stock | 662 | $202.2K | 0.1% | History |