Postrock Partners LLC Top Holdings and 13F Report (2025) About Postrock Partners LLCInvestment ActivityPostrock Partners LLC has $209.12 million in total holdings as of June 30, 2025.Postrock Partners LLC owns shares of 82 different stocks, but just 22 companies or ETFs make up 80% of its holdings.Approximately 4.74% of the portfolio was purchased this quarter.About 2.14% of the portfolio was sold this quarter.This quarter, Postrock Partners LLC has purchased 80 new stocks and bought additional shares in 20 stocks.Postrock Partners LLC sold shares of 15 stocks and completely divested from 2 stocks this quarter.Largest Holdings Berkshire Hathaway $32,067,200Apple $29,459,129Fastenal $14,226,240Booking $11,381,646iShares Core S&P 500 ETF $10,195,799 Largest New Holdings this Quarter 911312106 - United Parcel Service $1,524,295 Holding36828A101 - GE VERNOVA INC $288,916 Holding21037T109 - Constellation Energy $232,710 Holding26884L109 - EQT $206,453 Holding Largest Purchases this Quarter Fastenal 169,429 shares (about $7.12M)United Parcel Service 15,101 shares (about $1.52M)GE VERNOVA INC 546 shares (about $288.92K)Constellation Energy 721 shares (about $232.71K)EQT 3,540 shares (about $206.45K) Largest Sales this Quarter iShares Russell 2000 ETF 6,682 shares (about $1.44M)iShares Russell Mid-Cap ETF 12,950 shares (about $1.19M)Cognizant Technology Solutions 1,850 shares (about $144.36K)QUALCOMM 900 shares (about $143.33K)Ross Stores 510 shares (about $65.07K) Sector Allocation Over TimeMap of 500 Largest Holdings ofPostrock Partners LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorBRK.ABerkshire Hathaway$32,067,2000.0%4415.3%FinanceAAPLApple$29,459,129$616 ▲0.0%143,58414.1%Computer and TechnologyFASTFastenal$14,226,240$7,116,018 ▲100.1%338,7206.8%Retail/WholesaleBKNGBooking$11,381,6460.0%1,9665.4%Retail/WholesaleIVViShares Core S&P 500 ETF$10,195,799$18,006 ▼-0.2%16,4214.9%ETFVVisa$10,121,055$8,166 ▲0.1%28,5064.8%Business ServicesGOOGLAlphabet$8,486,8840.0%48,1584.1%Computer and TechnologyNVDANVIDIA$7,107,6540.0%44,9883.4%Computer and TechnologyQCOMQUALCOMM$5,737,182$143,334 ▼-2.4%36,0242.7%Computer and TechnologyGOOGAlphabet$4,947,407$26,608 ▲0.5%27,8902.4%Computer and TechnologyAMZNAmazon.com$3,885,616$20,842 ▲0.5%17,7111.9%Retail/WholesaleVRSKVerisk Analytics$3,277,292$57,628 ▼-1.7%10,5211.6%Business ServicesHEIHeico$3,254,416$12,792 ▼-0.4%9,9221.6%AerospaceCTSHCognizant Technology Solutions$3,083,902$144,356 ▼-4.5%39,5221.5%Computer and TechnologyUBERUber Technologies$3,046,0580.0%32,6481.5%Computer and TechnologyVEEVVeeva Systems$3,015,1510.0%10,4701.4%MedicalSPGIS&P Global$2,744,5440.0%5,2051.3%FinanceIBMPiShares iBonds Dec 2027 Term Muni Bond ETF$2,449,038$94,505 ▲4.0%96,6091.2%ETFMSFTMicrosoft$2,329,371$36,311 ▲1.6%4,6831.1%Computer and TechnologyWMTWalmart$2,237,500$7,236 ▲0.3%22,8831.1%Retail/WholesaleTSCOTractor Supply$2,228,2130.0%42,2251.1%Retail/WholesaleROSTRoss Stores$2,201,648$65,066 ▼-2.9%17,2571.1%Retail/WholesaleLOPEGrand Canyon Education$1,970,892$8,127 ▼-0.4%10,4280.9%Consumer DiscretionaryRBARB Global$1,888,0580.0%17,7800.9%Business ServicesANSSANSYS$1,779,281$3,512 ▼-0.2%5,0660.9%Computer and TechnologyROLRollins$1,532,8750.0%27,1690.7%ConstructionUPSUnited Parcel Service$1,524,295$1,524,295 ▲New Holding15,1010.7%TransportationCPRTCopart$1,480,9330.0%30,1800.7%Business ServicesPANWPalo Alto Networks$1,378,8640.0%6,7380.7%Computer and TechnologySCHWCharles Schwab$1,375,7170.0%15,0780.7%FinanceAMTAmerican Tower$1,356,6210.0%6,1380.6%FinanceAMDAdvanced Micro Devices$1,278,3770.0%9,0090.6%Computer and TechnologySPYSPDR S&P 500 ETF Trust$1,213,310$14,209 ▲1.2%1,9640.6%FinanceBLACKROCK INC$1,189,850$4,197 ▲0.4%1,1340.6%COMTECHBio-Techne$1,084,875$4,322 ▼-0.4%21,0860.5%MedicalNOWServiceNow$1,035,2770.0%1,0070.5%Computer and TechnologyCOSTCostco Wholesale$1,027,5580.0%1,0380.5%Retail/WholesaleJPMJPMorgan Chase & Co.$1,015,265$40,587 ▲4.2%3,5020.5%FinanceIBMOiShares iBonds Dec 2026 Term Muni Bond ETF$984,333$34,591 ▲3.6%38,4160.5%ETFCSGPCoStar Group$919,7760.0%11,4400.4%Computer and TechnologySUBiShares Short-Term National Muni Bond ETF$893,2560.0%8,4000.4%ETFEMBiShares J.P. Morgan USD Emerging Markets Bond ETF$833,5800.0%9,0000.4%ETFMSIMotorola Solutions$681,145$2,102 ▼-0.3%1,6200.3%Computer and TechnologyMUMicron Technology$679,1080.0%5,5100.3%Computer and TechnologyAGGiShares Core U.S. Aggregate Bond ETF$672,973$60,611 ▲9.9%6,7840.3%FinanceLKQLKQ$609,8880.0%16,4790.3%Auto/Tires/TrucksDHRDanaher$597,756$26,470 ▼-4.2%3,0260.3%MedicalIBMNiShares iBonds Dec 2025 Term Muni Bond ETF$595,970$37,469 ▲6.7%22,2680.3%ETFIWRiShares Russell Mid-Cap ETF$586,401$1,191,012 ▼-67.0%6,3760.3%ETFIWMiShares Russell 2000 ETF$540,770$1,441,909 ▼-72.7%2,5060.3%FinanceIVEiShares S&P 500 Value ETF$540,3360.0%2,7650.3%ETFGNTXGentex$539,898$2,903 ▼-0.5%24,5520.3%Auto/Tires/TrucksCHEChemed$537,0840.0%1,1030.3%MedicalIJRiShares Core S&P Small-Cap ETF$524,5920.0%4,8000.3%ETFUSBU.S. Bancorp$503,4060.0%11,1250.2%FinanceBRK.BBerkshire Hathaway$476,5400.0%9810.2%FinanceBACBank of America$459,998$21,294 ▲4.9%9,7210.2%FinanceSHYiShares 1-3 Year Treasury Bond ETF$430,209$22,041 ▲5.4%5,1920.2%ManufacturingIBMQiShares iBonds Dec 2028 Term Muni Bond ETF$427,930$90,206 ▲26.7%16,8410.2%ETFMPCMarathon Petroleum$426,0720.0%2,5650.2%EnergyVNQVanguard Real Estate ETF$386,0750.0%4,3350.2%ETFINTUIntuit$378,8500.0%4810.2%Computer and TechnologyTYLTyler Technologies$373,4890.0%6300.2%Computer and TechnologyHWMHowmet Aerospace$344,3400.0%1,8500.2%AerospaceCGNXCognex$307,4940.0%9,6940.1%Computer and TechnologyIWSiShares Russell Mid-Cap Value ETF$304,7150.0%2,3060.1%ETFGILDGilead Sciences$297,2420.0%2,6810.1%MedicalGE VERNOVA INC$288,916$288,916 ▲New Holding5460.1%COMQQQInvesco QQQ$274,1650.0%4970.1%FinanceMAMastercard$271,9790.0%4840.1%Business ServicesHDHome Depot$261,414$8,433 ▲3.3%7130.1%Retail/WholesaleGDDYGoDaddy$258,0260.0%1,4330.1%Computer and TechnologyCMECME Group$254,9480.0%9250.1%FinanceCRMSalesforce$246,5120.0%9040.1%Computer and TechnologyIBDQiShares iBonds Dec 2025 Term Corporate ETF$241,7280.0%9,6000.1%ETFCSCOCisco Systems$241,442$10,407 ▲4.5%3,4800.1%Computer and TechnologyIEMGiShares Core MSCI Emerging Markets ETF$239,400$3,602 ▲1.5%3,9880.1%ETFCEGConstellation Energy$232,710$232,710 ▲New Holding7210.1%EnergyMUBiShares National Muni Bond ETF$216,7960.0%2,0750.1%ETFTAT&T$216,1820.0%7,4700.1%Computer and TechnologyEQTEQT$206,453$206,453 ▲New Holding3,5400.1%EnergyADBEAdobe$205,820$2,321 ▼-1.1%5320.1%Computer and TechnologyUNHUnitedHealth Group$0$1,039,644 ▼-100.0%00.0%MedicalMIDDMiddleby$0$303,200 ▼-100.0%00.0%IndustrialsShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. Real-time analyst ratings, insider transactions, earnings data, and more. Our daily ratings and market update email newsletter. Sign in to your free account to enjoy all that MarketBeat has to offer. Sign In Create Account Your Email Address: Email Address Required Your Password: Password Required Log In or Sign in with Facebook Sign in with Google Forgot your password? Your Email Address: Please enter your email address. Please enter a valid email address Choose a Password: Please enter your password. Your password must be at least 8 characters long and contain at least 1 number, 1 letter, and 1 special character. Create My Account (Free) or Sign in with Facebook Sign in with Google By creating a free account, you agree to our terms of service. This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.
