Postrock Partners LLC
- SEC CIK
- 0002053668
- Latest filing
- Jul 24, 2026
Holdings in Q2 2026
Holdings as of Jun 30, 2026, filed Jul 24, 2026. Long positions only; changes compare share counts with Q1 2026.
- Positions
- 78
- −4 vs. Q1 2026
- Portfolio value
- $245.9M
- +$29.8M (+13.8%) vs. Q1 2026
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| CMECME Group Inc. | COM | 925 | $204.3K | 0.1% | 00.0% | Unchanged | History |
| iShares Tr464288414 | NATIONAL MUN ETF | 2,075 | $223.3K | 0.1% | 00.0% | Unchanged | – |
| MAMastercard Inc | Stock | 484 | $248.6K | 0.1% | 00.0% | Unchanged | History |
| HDHome Depot, Inc. | Stock | 713 | $251.5K | 0.1% | 00.0% | Unchanged | History |
| iShares Core S&P Mid-Cap ETF464287507 | ETF | 3,382 | $260.8K | 0.1% | +3,382 | New | – |
| GSGoldman Sachs Group Inc | Stock | 265 | $268.0K | 0.1% | 00.0% | Unchanged | History |
| JCIJohnson Controls International plc | Stock | 1,880 | $274.7K | 0.1% | 00.0% | Unchanged | History |
| ENTGEntegris Inc | COM | 1,538 | $276.6K | 0.1% | +1,538 | New | History |
| WSTWest Pharmaceutical Services Inc | COM | 771 | $276.8K | 0.1% | +771 | New | History |
| CSGPCostar Group, Inc. | COM | 11,440 | $324.0K | 0.1% | 00.0% | Unchanged | History |
| iShares Core MSCI Emerging Markets ETF46434G103 | ETF | 3,988 | $330.4K | 0.1% | 00.0% | Unchanged | – |
| GILDGilead Sciences, Inc. | Stock | 2,681 | $338.7K | 0.1% | 00.0% | Unchanged | History |
| Invesco QQQ Trust Series I46090E103 | ETF | 497 | $366.0K | 0.1% | 00.0% | Unchanged | – |
| iShares Russell Mid-Cap Value ETF464287473 | ETF | 2,306 | $379.6K | 0.2% | 00.0% | Unchanged | – |
| CSCOCisco Systems, Inc. | Stock | 3,475 | $408.2K | 0.2% | 00.0% | Unchanged | History |
| Vanguard Real Estate ETF922908553 | ETF | 4,335 | $418.0K | 0.2% | 00.0% | Unchanged | – |
| iShares Tr464287457 | 1 3 YR TREAS BD | 5,192 | $426.3K | 0.2% | 00.0% | Unchanged | – |
| LKQLKQ Corp | COM | 16,445 | $433.0K | 0.2% | 00.0% | Unchanged | History |
| iShares Ibonds Dec 2028 Term Muni Bond ETF46435U325 | ETF | 19,181 | $490.6K | 0.2% | +1,950+11.3% | Added | – |
| HWMHowmet Aerospace Inc. | Stock | 1,850 | $497.4K | 0.2% | 00.0% | Unchanged | History |
| BRK.BBerkshire Hathaway Inc | Stock | 1,004 | $502.4K | 0.2% | +23+2.3% | Added | History |
| CHEChemed Corp | COM | 1,103 | $513.7K | 0.2% | 00.0% | Unchanged | History |
| NOWServiceNow, Inc. | Stock | 5,227 | $518.9K | 0.2% | +202+4.0% | Added | History |
| BACBank of America Corp | Stock | 9,721 | $553.9K | 0.2% | 00.0% | Unchanged | History |
| DHRDanaher Corp | Stock | 3,122 | $594.7K | 0.2% | +125+4.2% | Added | History |
| GNTXGentex Corp | COM | 24,417 | $617.0K | 0.3% | 00.0% | Unchanged | History |
| iShares S&P 500 Value ETF464287408 | ETF | 2,765 | $627.8K | 0.3% | 00.0% | Unchanged | – |
| BNY Mellon ETF Trust II05613H803 | MUN OPPTYS ETF | 25,342 | $638.9K | 0.3% | 00.0% | Unchanged | – |
| GEVGE Vernova Inc. | Stock | 546 | $641.5K | 0.3% | 00.0% | Unchanged | History |
| MPCMarathon Petroleum Corp | Stock | 2,565 | $655.8K | 0.3% | 00.0% | Unchanged | History |
| MSIMotorola Solutions, Inc. | Stock | 1,615 | $670.7K | 0.3% | 00.0% | Unchanged | History |
| iShares Core U.S. Aggregate Bond ETF464287226 | ETF | 6,784 | $671.5K | 0.3% | 00.0% | Unchanged | – |
| AMATApplied Materials Inc | Stock | 936 | $676.7K | 0.3% | 00.0% | Unchanged | History |
| CGNXCognex Corp | COM | 9,694 | $702.0K | 0.3% | 00.0% | Unchanged | History |
| iShares Russell Midcap ETF464287499 | ETF | 6,376 | $703.4K | 0.3% | 00.0% | Unchanged | – |
| SNPSSynopsys Inc | COM | 1,683 | $750.7K | 0.3% | 00.0% | Unchanged | History |
| iShares Russell 2000 ETF464287655 | ETF | 2,506 | $752.9K | 0.3% | 00.0% | Unchanged | – |
| iShares Core S&P Small Cap ETF464287804 | ETF | 5,441 | $807.0K | 0.3% | +641+13.4% | Added | – |
| CPRTCopart Inc | COM | 30,180 | $850.8K | 0.3% | 00.0% | Unchanged | History |
| iShares Tr464288281 | JPMORGAN USD EMG | 9,000 | $868.0K | 0.4% | 00.0% | Unchanged | – |
| iShares Tr464288158 | SHRT NAT MUN ETF | 8,400 | $894.3K | 0.4% | 00.0% | Unchanged | – |
| COSTCostco Wholesale Corp | Stock | 1,038 | $971.0K | 0.4% | 00.0% | Unchanged | History |
| AMTAmerican Tower Corp | REIT | 6,015 | $983.9K | 0.4% | 00.0% | Unchanged | History |
| iShares Ibonds Dec 2026 Term Muni Bond ETF46435U259 | ETF | 38,606 | $989.9K | 0.4% | +1,950+5.3% | Added | – |
| BLKBlackRock, Inc. | Stock | 1,134 | $1.09M | 0.4% | 00.0% | Unchanged | History |
| ROLRollins Inc | COM | 27,169 | $1.13M | 0.5% | 00.0% | Unchanged | History |
| JPMJPMorgan Chase & Co | Stock | 3,502 | $1.15M | 0.5% | 00.0% | Unchanged | History |
| TSCOTractor Supply Co | COM | 42,225 | $1.33M | 0.5% | 00.0% | Unchanged | History |
| SPYSPDR S&P 500 ETF Trust | ETF | 1,800 | $1.34M | 0.5% | 00.0% | Unchanged | History |
| SCHWSchwab Charles Corp | Stock | 15,444 | $1.43M | 0.6% | +366+2.4% | Added | History |
| TECHBIO-TECHNE Corp | COM | 21,006 | $1.48M | 0.6% | 00.0% | Unchanged | History |
| LOPEGrand Canyon Education, Inc. | COM | 10,385 | $1.49M | 0.6% | 00.0% | Unchanged | History |
| CTSHCognizant Technology Solutions Corp | CL A | 39,522 | $1.53M | 0.6% | 00.0% | Unchanged | History |
| UPSUnited Parcel Service Inc | Stock | 14,916 | $1.60M | 0.7% | 00.0% | Unchanged | History |
| MSFTMicrosoft Corp | Stock | 4,753 | $1.77M | 0.7% | +70+1.5% | Added | History |
| VEEVVeeva Systems Inc | Stock | 10,470 | $1.86M | 0.8% | 00.0% | Unchanged | History |
| VRSKVerisk Analytics, Inc. | COM | 10,521 | $1.89M | 0.8% | 00.0% | Unchanged | History |
| RBARB Global Inc. | COM | 17,780 | $2.07M | 0.8% | 00.0% | Unchanged | History |
| SPGIS&P Global Inc. | Stock | 5,224 | $2.13M | 0.9% | +19+0.4% | Added | History |
| PANWPalo Alto Networks Inc | Stock | 6,793 | $2.32M | 0.9% | 00.0% | Unchanged | History |
| UBERUber Technologies, Inc | Stock | 32,923 | $2.38M | 1.0% | +275+0.8% | Added | History |
| iShares Ibonds Dec 2027 Term Muni Bond ETF46435U283 | ETF | 98,576 | $2.51M | 1.0% | +1,950+2.0% | Added | – |
| WMTWalmart Inc. | Stock | 22,883 | $2.59M | 1.1% | 00.0% | Unchanged | History |
| HEIHeico Corp | COM | 9,922 | $3.53M | 1.4% | 00.0% | Unchanged | History |
| ROSTRoss Stores, Inc. | COM | 17,257 | $3.67M | 1.5% | 00.0% | Unchanged | History |
| AMZNAmazon Com Inc | Stock | 17,741 | $4.23M | 1.7% | +30+0.2% | Added | History |
| AMDAdvanced Micro Devices Inc | Stock | 9,109 | $5.29M | 2.2% | 00.0% | Unchanged | History |
| MUMicron Technology Inc | Stock | 5,493 | $6.34M | 2.6% | 00.0% | Unchanged | History |
| QCOMQualcomm Inc | Stock | 36,024 | $6.66M | 2.7% | 00.0% | Unchanged | History |
| BKNGBooking Holdings Inc. | Stock | 49,150 | $8.76M | 3.6% | 00.0% | UnchangedConverted for a 25-for-1 split | History |
| NVDANVIDIA Corp | Stock | 45,026 | $9.01M | 3.7% | +38+0.1% | Added | History |
| VVisa Inc. | Stock | 28,506 | $9.78M | 4.0% | 00.0% | Unchanged | History |
| GOOGAlphabet Inc. | Stock | 27,890 | $9.85M | 4.0% | 00.0% | Unchanged | History |
| iShares Core S&P 500 ETF464287200 | ETF | 18,522 | $13.9M | 5.6% | +1,039+5.9% | Added | – |
| FASTFastenal Co | Stock | 338,720 | $16.3M | 6.6% | 00.0% | Unchanged | History |
| GOOGLAlphabet Inc. | Stock | 48,158 | $17.2M | 7.0% | 00.0% | Unchanged | History |
| BRK.ABerkshire Hathaway Inc | CL A | 44 | $32.9M | 13.4% | 00.0% | Unchanged | History |
| AAPLApple Inc. | Stock | 143,624 | $41.6M | 16.9% | 00.0% | Unchanged | History |
Sold out since Q1 2026 (7)
Positions held at the end of Q1 2026 that are gone from this filing.
| Security | Class | Shares in Q1 2026 | Value in Q1 2026 | % of portfolio in Q1 2026 | History |
|---|---|---|---|---|---|
| LHXL3HARRIS Technologies, Inc. | Stock | 662 | $228.5K | 0.1% | History |
| EQTEQT Corp | Stock | 3,540 | $225.3K | 0.1% | History |
| TAT&T Inc. | Stock | 7,470 | $216.6K | 0.1% | History |
| TYLTyler Technologies Inc | COM | 630 | $215.7K | 0.1% | History |
| ENSGEnsign Group, Inc | COM | 1,046 | $210.8K | 0.1% | History |
| INTUIntuit Inc. | Stock | 481 | $208.0K | 0.1% | History |
| CEGConstellation Energy Corp | Stock | 721 | $201.3K | 0.1% | History |