POSTROCK PARTNERS LLC 13F Holdings

CIK 0002053668 · OVERLAND PARK, OR

As of Sep 30, 2025, POSTROCK PARTNERS LLC reported 83 positions worth $226.1M in its SEC Form 13F filing.

Top 25 holdings

SecurityTickerSectorSharesValue% of portfolio
APPLE INCAAPLTechnology143,584$36.6M16.17%
BERKSHIRE HATHAWAY INCBRK.AFinancial Services44$33.2M14.67%
FASTENAL COFASTIndustrials338,720 6.6M7.35%
ALPHABET INCGOOGLEquity48,158 1.7M5.18%
ISHARES CORE S&P 500 ETFIVV—16,421 1.0M4.86%
BOOKING HOLDINGS INCBKNGIndustrials1,966 0.6M4.69%
VISA INC-CLASS A SHARESVFinancial Services28,506$9.7M4.30%
NVIDIA CORPNVDATechnology44,988$8.4M3.71%
ALPHABET INCGOOGEquity27,890$6.8M3.00%
QUALCOMM INCQCOMTechnology36,024$6.0M2.65%
AMAZON.COM INCAMZNEquity17,711$3.9M1.72%
HEICO CORPHEIIndustrials9,922$3.2M1.42%
UBER TECHNOLOGIES INCUBERTechnology32,648$3.2M1.41%
VEEVA SYSTEMS INCVEEVHealthcare10,470$3.1M1.38%
COGNIZANT TECHNOLOGY SOLUTIONS CORPCTSHTechnology39,522$2.7M1.17%
VERISK ANALYTICS INCVRSKIndustrials10,521$2.6M1.17%
ROSS STORES INCROSTConsumer Cyclical17,257$2.6M1.16%
S&P GLOBAL INCSPGIFinancial Services5,205$2.5M1.12%
ISHARES IBONDS DEC 2027 TERM MUNI BOND ETFIBMP—96,609$2.5M1.09%
MICROSOFT CORPMSFTTechnology4,683$2.4M1.07%
TRACTOR SUPPLY COTSCOConsumer Cyclical42,225$2.4M1.06%
WALMART INCWMTConsumer Defensive22,883$2.4M1.04%
GRAND CANYON EDUCATION INCLOPEConsumer Defensive10,428$2.3M1.01%
RB GLOBAL INCRBAIndustrials17,780 .9M0.85%
ROLLINS INCROLEquity27,169 .6M0.71%