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Postrock Partners LLC Top Holdings and 13F Report (2025)

About Postrock Partners LLC

Investment Activity

  • Postrock Partners LLC has $202.06 million in total holdings as of March 31, 2025.
  • Postrock Partners LLC owns shares of 80 different stocks, but just 23 companies or ETFs make up 80% of its holdings.
  • Approximately 0.61% of the portfolio was purchased this quarter.
  • About 1.52% of the portfolio was sold this quarter.
  • This quarter, Postrock Partners LLC has purchased 84 new stocks and bought additional shares in 10 stocks.
  • Postrock Partners LLC sold shares of 2 stocks and completely divested from 6 stocks this quarter.

Largest Holdings

Berkshire Hathaway
$35,131,430
Apple
$31,893,648
Fastenal
$13,128,517
Visa
$9,982,152

Largest New Holdings this Quarter

00206R102 - AT&T
$211,252 Holding
17275R102 - Cisco Systems
$205,494 Holding

Largest Purchases this Quarter

iShares Core S&P 500 ETF
621 shares (about $348.94K)
AT&T
7,470 shares (about $211.25K)
Cisco Systems
3,330 shares (about $205.49K)
iShares S&P 500 Value ETF
600 shares (about $114.35K)
iShares iBonds Dec 2027 Term Muni Bond ETF
3,800 shares (about $96.06K)

Largest Sales this Quarter

NVIDIA
9,595 shares (about $1.04M)
UnitedHealth Group
59 shares (about $30.90K)

Sector Allocation Over Time

Map of 500 Largest Holdings ofPostrock Partners LLC

 
 
Selling
 
 
Neutral
 
 
Buying
Issuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSector
Berkshire Hathaway Inc. stock logo
BRK.A
Berkshire Hathaway
$35,131,4300.0%4417.4%Finance
Apple Inc. stock logo
AAPL
Apple
$31,893,648$8,885 0.0%143,58115.8%Computer and Technology
Fastenal stock logo
FAST
Fastenal
$13,128,5170.0%169,2916.5%Retail/Wholesale
Visa Inc. stock logo
V
Visa
$9,982,1520.0%28,4834.9%Business Services
iShares Core S&P 500 ETF stock logo
IVV
iShares Core S&P 500 ETF
$9,243,255$348,940 3.9%16,4504.6%ETF
Booking Holdings Inc. stock logo
BKNG
Booking
$9,057,1850.0%1,9664.5%Retail/Wholesale
Alphabet Inc. stock logo
GOOGL
Alphabet
$7,447,1530.0%48,1583.7%Computer and Technology
QUALCOMM Incorporated stock logo
QCOM
QUALCOMM
$5,671,8960.0%36,9242.8%Computer and Technology
NVIDIA Co. stock logo
NVDA
NVIDIA
$4,875,799$1,039,906 -17.6%44,9882.4%Computer and Technology
Alphabet Inc. stock logo
GOOG
Alphabet
$4,333,8200.0%27,7402.1%Computer and Technology
Amazon.com, Inc. stock logo
AMZN
Amazon.com
$3,351,6200.0%17,6161.7%Retail/Wholesale
Verisk Analytics, Inc. stock logo
VRSK
Verisk Analytics
$3,186,3200.0%10,7061.6%Business Services
Cognizant Technology Solutions Co. stock logo
CTSH
Cognizant Technology Solutions
$3,164,9580.0%41,3721.6%Computer and Technology
HEICO Co. stock logo
HEI
HEICO
$2,661,4800.0%9,9611.3%Aerospace
S&P Global Inc. stock logo
SPGI
S&P Global
$2,644,6600.0%5,2051.3%Business Services
Veeva Systems Inc. stock logo
VEEV
Veeva Systems
$2,425,1660.0%10,4701.2%Medical
Uber Technologies, Inc. stock logo
UBER
Uber Technologies
$2,378,7330.0%32,6481.2%Computer and Technology
iShares iBonds Dec 2027 Term Muni Bond ETF stock logo
IBMP
iShares iBonds Dec 2027 Term Muni Bond ETF
$2,348,032$96,064 4.3%92,8811.2%ETF
Tractor Supply stock logo
TSCO
Tractor Supply
$2,326,5980.0%42,2251.2%Retail/Wholesale
Ross Stores, Inc. stock logo
ROST
Ross Stores
$2,270,4450.0%17,7671.1%Retail/Wholesale
Walmart Inc. stock logo
WMT
Walmart
$2,002,4020.0%22,8091.0%Retail/Wholesale
iShares Russell 2000 ETF stock logo
IWM
iShares Russell 2000 ETF
$1,832,914$86,579 5.0%9,1880.9%Finance
Grand Canyon Education, Inc. stock logo
LOPE
Grand Canyon Education
$1,811,6920.0%10,4710.9%Consumer Discretionary
RB Global, Inc. stock logo
RBA
RB Global
$1,783,3340.0%17,7800.9%Business Services
Microsoft Co. stock logo
MSFT
Microsoft
$1,730,5480.0%4,6100.9%Computer and Technology
Copart, Inc. stock logo
CPRT
Copart
$1,707,8860.0%30,1800.8%Business Services
iShares Russell Mid-Cap ETF stock logo
IWR
iShares Russell Mid-Cap ETF
$1,644,063$34,453 2.1%19,3260.8%ETF
ANSYS, Inc. stock logo
ANSS
ANSYS
$1,606,8590.0%5,0760.8%Computer and Technology
Rollins, Inc. stock logo
ROL
Rollins
$1,467,9410.0%27,1690.7%Construction
American Tower Co. stock logo
AMT
American Tower
$1,335,6290.0%6,1380.7%Finance
Bio-Techne Co. stock logo
TECH
Bio-Techne
$1,241,1970.0%21,1700.6%Medical
The Charles Schwab Co. stock logo
SCHW
Charles Schwab
$1,180,3060.0%15,0780.6%Finance
Palo Alto Networks, Inc. stock logo
PANW
Palo Alto Networks
$1,149,7720.0%6,7380.6%Computer and Technology
SPDR S&P 500 ETF Trust stock logo
SPY
SPDR S&P 500 ETF Trust
$1,085,7760.0%1,9410.5%Finance
BLACKROCK INC
$1,069,5220.0%1,1300.5%COM
UnitedHealth Group Incorporated stock logo
UNH
UnitedHealth Group
$1,039,644$30,901 -2.9%1,9850.5%Medical
Costco Wholesale Co. stock logo
COST
Costco Wholesale
$981,7200.0%1,0380.5%Retail/Wholesale
iShares iBonds Dec 2026 Term Muni Bond ETF stock logo
IBMO
iShares iBonds Dec 2026 Term Muni Bond ETF
$947,4070.0%37,0660.5%ETF
Advanced Micro Devices, Inc. stock logo
AMD
Advanced Micro Devices
$925,5850.0%9,0090.5%Computer and Technology
CoStar Group, Inc. stock logo
CSGP
CoStar Group
$906,3910.0%11,4400.4%Computer and Technology
iShares Short-Term National Muni Bond ETF stock logo
SUB
iShares Short-Term National Muni Bond ETF
$887,0400.0%8,4000.4%ETF
JPMorgan Chase & Co. stock logo
JPM
JPMorgan Chase & Co.
$824,6990.0%3,3620.4%Finance
iShares J.P. Morgan USD Emerging Markets Bond ETF stock logo
EMB
iShares J.P. Morgan USD Emerging Markets Bond ETF
$815,3100.0%9,0000.4%ETF
ServiceNow, Inc. stock logo
NOW
ServiceNow
$801,7130.0%1,0070.4%Computer and Technology
Motorola Solutions, Inc. stock logo
MSI
Motorola Solutions
$711,4410.0%1,6250.4%Computer and Technology
LKQ Co. stock logo
LKQ
LKQ
$701,0170.0%16,4790.3%Auto/Tires/Trucks
Chemed Co. stock logo
CHE
Chemed
$678,6980.0%1,1030.3%Medical
Danaher Co. stock logo
DHR
Danaher
$647,8000.0%3,1600.3%Medical
iShares Core U.S. Aggregate Bond ETF stock logo
AGG
iShares Core U.S. Aggregate Bond ETF
$610,633$42,437 7.5%6,1730.3%Finance
Gentex Co. stock logo
GNTX
Gentex
$575,1370.0%24,6840.3%Auto/Tires/Trucks
iShares iBonds Dec 2025 Term Muni Bond ETF stock logo
IBMN
iShares iBonds Dec 2025 Term Muni Bond ETF
$558,219$33,384 6.4%20,8680.3%ETF
iShares S&P 500 Value ETF stock logo
IVE
iShares S&P 500 Value ETF
$526,954$114,348 27.7%2,7650.3%ETF
Berkshire Hathaway Inc. stock logo
BRK.B
Berkshire Hathaway
$522,4610.0%9810.3%Finance
iShares Core S&P Small-Cap ETF stock logo
IJR
iShares Core S&P Small-Cap ETF
$501,9360.0%4,8000.2%ETF
Micron Technology, Inc. stock logo
MU
Micron Technology
$478,7640.0%5,5100.2%Computer and Technology
U.S. Bancorp stock logo
USB
U.S. Bancorp
$469,6980.0%11,1250.2%Finance
iShares 1-3 Year Treasury Bond ETF stock logo
SHY
iShares 1-3 Year Treasury Bond ETF
$407,5280.0%4,9260.2%Manufacturing
Vanguard Real Estate ETF stock logo
VNQ
Vanguard Real Estate ETF
$392,4910.0%4,3350.2%ETF
Bank of America Co. stock logo
BAC
Bank of America
$386,8790.0%9,2710.2%Finance
Marathon Petroleum Co. stock logo
MPC
Marathon Petroleum
$373,6950.0%2,5650.2%Energy
Tyler Technologies, Inc. stock logo
TYL
Tyler Technologies
$366,2760.0%6300.2%Computer and Technology
iShares iBonds Dec 2028 Term Muni Bond ETF stock logo
IBMQ
iShares iBonds Dec 2028 Term Muni Bond ETF
$336,1290.0%13,2910.2%ETF
The Middleby Co. stock logo
MIDD
Middleby
$303,2000.0%1,9950.2%Industrials
Gilead Sciences, Inc. stock logo
GILD
Gilead Sciences
$300,4060.0%2,6810.1%Medical
Intuit Inc. stock logo
INTU
Intuit
$295,3290.0%4810.1%Computer and Technology
iShares Russell Mid-Cap Value ETF stock logo
IWS
iShares Russell Mid-Cap Value ETF
$290,487$17,384 6.4%2,3060.1%ETF
Cognex Co. stock logo
CGNX
Cognex
$289,1720.0%9,6940.1%Computer and Technology
Mastercard Incorporated stock logo
MA
Mastercard
$265,2900.0%4840.1%Business Services
GoDaddy Inc. stock logo
GDDY
GoDaddy
$258,1410.0%1,4330.1%Computer and Technology
The Home Depot, Inc. stock logo
HD
Home Depot
$252,8780.0%6900.1%Retail/Wholesale
CME Group Inc. stock logo
CME
CME Group
$245,3930.0%9250.1%Finance
Salesforce, Inc. stock logo
CRM
Salesforce
$242,5970.0%9040.1%Computer and Technology
iShares iBonds Dec 2025 Term Corporate ETF stock logo
IBDQ
iShares iBonds Dec 2025 Term Corporate ETF
$241,4400.0%9,6000.1%ETF
Howmet Aerospace Inc. stock logo
HWM
Howmet Aerospace
$240,0000.0%1,8500.1%Aerospace
Invesco QQQ stock logo
QQQ
Invesco QQQ
$233,053$30,949 15.3%4970.1%Finance
iShares National Muni Bond ETF stock logo
MUB
iShares National Muni Bond ETF
$218,7880.0%2,0750.1%ETF
iShares Core MSCI Emerging Markets ETF stock logo
IEMG
iShares Core MSCI Emerging Markets ETF
$211,9940.0%3,9280.1%ETF
AT&T Inc. stock logo
T
AT&T
$211,252$211,252 New Holding7,4700.1%Computer and Technology
Adobe Inc. stock logo
ADBE
Adobe
$206,3390.0%5380.1%Computer and Technology
Cisco Systems, Inc. stock logo
CSCO
Cisco Systems
$205,494$205,494 New Holding3,3300.1%Computer and Technology
Exact Sciences Co. stock logo
EXAS
Exact Sciences
$0$691,643 -100.0%00.0%Medical
Edwards Lifesciences Co. stock logo
EW
Edwards Lifesciences
$0$379,626 -100.0%00.0%Medical
West Pharmaceutical Services, Inc. stock logo
WST
West Pharmaceutical Services
$0$252,549 -100.0%00.0%Medical
Hubbell Incorporated stock logo
HUBB
Hubbell
$0$236,254 -100.0%00.0%Industrials
The Trade Desk, Inc. stock logo
TTD
Trade Desk
$0$231,299 -100.0%00.0%Computer and Technology
SPS Commerce, Inc. stock logo
SPSC
SPS Commerce
$0$208,645 -100.0%00.0%Business Services

Showing largest 100 holdings. View all holdings.
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