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Livermore
Livermore
ZHEN

Postrock Partners LLC

SEC CIK
0002053668
Latest filing
Jul 24, 2026

Holdings in Q1 2026

Holdings as of Mar 31, 2026, filed May 6, 2026. Long positions only; changes compare share counts with Q4 2025.

Institution overview
Positions
82
+2 vs. Q4 2025
Portfolio value
$216.2M
−$14.0M (−6.1%) vs. Q4 2025
Filed
May 6, 2026
SEC
Holdings of Postrock Partners LLC in Q1 2026
SecurityClassSharesValue% of portfolioShare changeActionHistory
AAPLApple Inc.Stock143,624$36.5M16.9%+400.0%AddedHistory
BRK.ABerkshire Hathaway IncCL A44$31.6M14.6%00.0%UnchangedHistory
FASTFastenal CoStock338,720$15.7M7.3%00.0%UnchangedHistory
GOOGLAlphabet Inc.Stock48,158$13.8M6.4%00.0%UnchangedHistory
iShares Core S&P 500 ETF464287200ETF17,483$11.4M5.3%+728+4.3%Added–
VVisa Inc.Stock28,506$8.62M4.0%00.0%UnchangedHistory
BKNGBooking Holdings Inc.Stock1,966$8.28M3.8%00.0%UnchangedHistory
GOOGAlphabet Inc.Stock27,890$8.00M3.7%00.0%UnchangedHistory
NVDANVIDIA CorpStock44,988$7.85M3.6%00.0%UnchangedHistory
QCOMQualcomm IncStock36,024$4.64M2.1%00.0%UnchangedHistory
ROSTRoss Stores, Inc.COM17,257$3.74M1.7%00.0%UnchangedHistory
AMZNAmazon Com IncStock17,711$3.69M1.7%00.0%UnchangedHistory
WMTWalmart Inc.Stock22,883$2.84M1.3%00.0%UnchangedHistory
HEIHeico CorpCOM9,922$2.72M1.3%00.0%UnchangedHistory
iShares Ibonds Dec 2027 Term Muni Bond ETF46435U283ETF96,626$2.46M1.1%+170.0%Added–
CTSHCognizant Technology Solutions CorpCL A39,522$2.42M1.1%00.0%UnchangedHistory
UBERUber Technologies, IncStock32,648$2.35M1.1%00.0%UnchangedHistory
SPGIS&P Global Inc.Stock5,205$2.21M1.0%00.0%UnchangedHistory
VRSKVerisk Analytics, Inc.COM10,521$2.00M0.9%00.0%UnchangedHistory
TSCOTractor Supply CoCOM42,225$1.91M0.9%00.0%UnchangedHistory
MUMicron Technology IncStock5,493$1.86M0.9%−17−0.3%ReducedHistory
AMDAdvanced Micro Devices IncStock9,109$1.85M0.9%00.0%UnchangedHistory
VEEVVeeva Systems IncStock10,470$1.84M0.9%00.0%UnchangedHistory
LOPEGrand Canyon Education, Inc.COM10,385$1.77M0.8%−43−0.4%ReducedHistory
MSFTMicrosoft CorpStock4,683$1.73M0.8%00.0%UnchangedHistory
RBARB Global Inc.COM17,780$1.70M0.8%00.0%UnchangedHistory
UPSUnited Parcel Service IncStock14,916$1.47M0.7%00.0%UnchangedHistory
ROLRollins IncCOM27,169$1.45M0.7%00.0%UnchangedHistory
SCHWSchwab Charles CorpStock15,078$1.42M0.7%00.0%UnchangedHistory
SPYSPDR S&P 500 ETF TrustETF1,800$1.17M0.5%−164−8.4%ReducedHistory
TECHBIO-TECHNE CorpCOM21,006$1.10M0.5%−80−0.4%ReducedHistory
BLKBlackRock, Inc.Stock1,134$1.09M0.5%00.0%UnchangedHistory
PANWPalo Alto Networks IncStock6,793$1.09M0.5%+55+0.8%AddedHistory
AMTAmerican Tower CorpREIT6,015$1.04M0.5%00.0%UnchangedHistory
COSTCostco Wholesale CorpStock1,038$1.03M0.5%00.0%UnchangedHistory
JPMJPMorgan Chase & CoStock3,502$1.03M0.5%00.0%UnchangedHistory
CPRTCopart IncCOM30,180$1.00M0.5%00.0%UnchangedHistory
iShares Ibonds Dec 2026 Term Muni Bond ETF46435U259ETF36,656$939.5K0.4%+350+1.0%Added–
iShares Tr464288158SHRT NAT MUN ETF8,400$894.6K0.4%00.0%Unchanged–
iShares Tr464288281JPMORGAN USD EMG9,000$845.4K0.4%00.0%Unchanged–
MSIMotorola Solutions, Inc.Stock1,615$700.9K0.3%−5−0.3%ReducedHistory
iShares Core U.S. Aggregate Bond ETF464287226ETF6,784$673.4K0.3%00.0%Unchanged–
SNPSSynopsys IncCOM1,683$667.3K0.3%00.0%UnchangedHistory
MPCMarathon Petroleum CorpStock2,565$626.3K0.3%00.0%UnchangedHistory
BNY Mellon ETF Trust II05613H803MUN OPPTYS ETF25,342$624.2K0.3%+25,342New–
iShares Russell 2000 ETF464287655ETF2,506$621.5K0.3%00.0%Unchanged–
iShares Russell Midcap ETF464287499ETF6,376$619.9K0.3%00.0%Unchanged–
iShares Core S&P Small Cap ETF464287804ETF4,800$596.7K0.3%00.0%Unchanged–
iShares S&P 500 Value ETF464287408ETF2,765$583.8K0.3%00.0%Unchanged–
DHRDanaher CorpStock2,997$568.2K0.3%00.0%UnchangedHistory
GNTXGentex CorpCOM24,417$533.5K0.2%−135−0.5%ReducedHistory
NOWServiceNow, Inc.Stock5,025$525.4K0.2%−10−0.2%ReducedHistory
LKQLKQ CorpCOM16,445$483.0K0.2%00.0%UnchangedHistory
GEVGE Vernova Inc.Stock546$476.6K0.2%00.0%UnchangedHistory
CGNXCognex CorpCOM9,694$474.9K0.2%00.0%UnchangedHistory
BACBank of America CorpStock9,721$473.9K0.2%00.0%UnchangedHistory
BRK.BBerkshire Hathaway IncStock981$470.1K0.2%00.0%UnchangedHistory
CSGPCostar Group, Inc.COM11,440$461.5K0.2%00.0%UnchangedHistory
iShares Ibonds Dec 2028 Term Muni Bond ETF46435U325ETF17,231$439.9K0.2%+390+2.3%Added–
iShares Tr4642874571 3 YR TREAS BD5,192$428.7K0.2%00.0%Unchanged–
HWMHowmet Aerospace Inc.Stock1,850$426.4K0.2%00.0%UnchangedHistory
CHEChemed CorpCOM1,103$416.6K0.2%00.0%UnchangedHistory
Vanguard Real Estate ETF922908553ETF4,335$384.5K0.2%00.0%Unchanged–
GILDGilead Sciences, Inc.Stock2,681$373.7K0.2%00.0%UnchangedHistory
iShares Russell Mid-Cap Value ETF464287473ETF2,306$336.1K0.2%00.0%Unchanged–
AMATApplied Materials IncStock936$319.9K0.1%00.0%UnchangedHistory
Invesco QQQ Trust Series I46090E103ETF497$286.9K0.1%00.0%Unchanged–
iShares Core MSCI Emerging Markets ETF46434G103ETF3,988$278.2K0.1%00.0%Unchanged–
CMECME Group Inc.COM925$273.2K0.1%00.0%UnchangedHistory
CSCOCisco Systems, Inc.Stock3,475$269.6K0.1%00.0%UnchangedHistory
JCIJohnson Controls International plcStock1,880$246.2K0.1%00.0%UnchangedHistory
MAMastercard IncStock484$241.8K0.1%00.0%UnchangedHistory
HDHome Depot, Inc.Stock713$234.5K0.1%00.0%UnchangedHistory
LHXL3HARRIS Technologies, Inc.Stock662$228.5K0.1%+662NewHistory
EQTEQT CorpStock3,540$225.3K0.1%+3,540NewHistory
GSGoldman Sachs Group IncStock265$224.2K0.1%00.0%UnchangedHistory
iShares Tr464288414NATIONAL MUN ETF2,075$220.3K0.1%00.0%Unchanged–
TAT&T Inc.Stock7,470$216.6K0.1%+7,470NewHistory
TYLTyler Technologies IncCOM630$215.7K0.1%00.0%UnchangedHistory
ENSGEnsign Group, IncCOM1,046$210.8K0.1%+1,046NewHistory
INTUIntuit Inc.Stock481$208.0K0.1%00.0%UnchangedHistory
CEGConstellation Energy CorpStock721$201.3K0.1%00.0%UnchangedHistory

Sold out since Q4 2025 (3)

Positions held at the end of Q4 2025 that are gone from this filing.

Positions of Postrock Partners LLC sold out since Q4 2025
SecurityClassShares in Q4 2025Value in Q4 2025% of portfolio in Q4 2025History
USBUS Bancorp DECOM NEW11,125$593.6K0.3%History
CRMSalesforce, Inc.Stock904$239.5K0.1%History
WSTWest Pharmaceutical Services IncCOM771$212.1K0.1%History