13F HOLDINGS REPORT
POSTROCK PARTNERS LLC
Quarter ended Q4 2024 · Filed February 10, 2025 · Accession 0001951757-25-000221
Total Value
$206.4M
Positions
84
Other Managers
0
Confidential Omitted
No
Holdings (84)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | APPLE INC | AAPL | 143,541 | $35.9M | 17.42% |
| 2 | BERKSHIRE HATHAWAY INC DEL | BRK-A | 44 | $30.0M | 14.52% |
| 3 | FASTENAL CO | FAST | 169,291 | $12.2M | 5.90% |
| 4 | BOOKING HOLDINGS INC | BKNG | 1,966 | $9.8M | 4.73% |
| 5 | ISHARES TR | 464287200 | 15,829 | $9.3M | 4.51% |
| 6 | ALPHABET INC | GOOG | 48,158 | $9.1M | 4.42% |
| 7 | VISA INC | V | 28,483 | $9.0M | 4.36% |
| 8 | NVIDIA CORPORATION | NVDA | 54,583 | $7.3M | 3.55% |
| 9 | QUALCOMM INC | QCOM | 36,924 | $5.7M | 2.75% |
| 10 | ALPHABET INC | GOOG | 27,740 | $5.3M | 2.56% |
| 11 | AMAZON COM INC | AMZN | 17,616 | $3.9M | 1.87% |
| 12 | COGNIZANT TECHNOLOGY SOLUTIO | CTSH | 41,372 | $3.2M | 1.54% |
| 13 | VERISK ANALYTICS INC | VRSK | 10,706 | $2.9M | 1.43% |
| 14 | ROSS STORES INC | ROST | 17,767 | $2.7M | 1.30% |
| 15 | S&P GLOBAL INC | SPGI | 5,205 | $2.6M | 1.26% |
| 16 | HEICO CORP NEW | HEI-A | 9,961 | $2.4M | 1.15% |
| 17 | TRACTOR SUPPLY CO | TSCO | 42,225 | $2.2M | 1.09% |
| 18 | ISHARES TR | 46435U283 | 89,081 | $2.2M | 1.09% |
| 19 | VEEVA SYS INC | VEEV | 10,470 | $2.2M | 1.07% |
| 20 | WALMART INC | WMT | 22,809 | $2.1M | 1.00% |
| 21 | UBER TECHNOLOGIES INC | UBER | 32,648 | $2.0M | 0.95% |
| 22 | MICROSOFT CORP | MSFT | 4,610 | $1.9M | 0.94% |
| 23 | ISHARES TR | 464287655 | 8,754 | $1.9M | 0.94% |
| 24 | COPART INC | CPRT | 30,180 | $1.7M | 0.84% |
| 25 | GRAND CANYON ED INC | LOPE | 10,471 | $1.7M | 0.83% |
| 26 | ANSYS INC | 03662Q105 | 5,076 | $1.7M | 0.83% |
| 27 | ISHARES TR | 464287499 | 18,921 | $1.7M | 0.81% |
| 28 | RB GLOBAL INC | RBA | 17,780 | $1.6M | 0.78% |
| 29 | BIO-TECHNE CORP | TECH | 21,170 | $1.5M | 0.74% |
| 30 | ROLLINS INC | ROL | 27,169 | $1.3M | 0.61% |
| 31 | PALO ALTO NETWORKS INC | PANW | 6,738 | $1.2M | 0.59% |
| 32 | BLACKROCK INC | BLK | 1,130 | $1.2M | 0.56% |
| 33 | SPDR S&P 500 ETF TR | SPY | 1,941 | $1.1M | 0.55% |
| 34 | AMERICAN TOWER CORP NEW | 03027X100 | 6,138 | $1.1M | 0.55% |
| 35 | SCHWAB CHARLES CORP | SCHW-PJ | 15,078 | $1.1M | 0.54% |
| 36 | ADVANCED MICRO DEVICES INC | AMD | 9,009 | $1.1M | 0.53% |
| 37 | SERVICENOW INC | NOW | 1,007 | $1.1M | 0.52% |
| 38 | UNITEDHEALTH GROUP INC | UNH | 2,044 | $1.0M | 0.50% |
| 39 | COSTCO WHSL CORP NEW | 22160K105 | 1,038 | $951,088 | 0.46% |
| 40 | ISHARES TR | 46435U259 | 37,066 | $943,700 | 0.46% |
| 41 | ISHARES TR | 464288158 | 8,400 | $886,032 | 0.43% |
| 42 | COSTAR GROUP INC | CSGP | 11,440 | $818,990 | 0.40% |
| 43 | JPMORGAN CHASE & CO. | VYLD | 3,362 | $805,905 | 0.39% |
| 44 | ISHARES TR | 464288281 | 9,000 | $801,360 | 0.39% |
| 45 | MOTOROLA SOLUTIONS INC | MSI | 1,625 | $751,124 | 0.36% |
| 46 | DANAHER CORPORATION | 235851102 | 3,160 | $725,378 | 0.35% |
| 47 | GENTEX CORP | GNTX | 24,684 | $709,171 | 0.34% |
| 48 | EXACT SCIENCES CORP | 30063P105 | 12,309 | $691,643 | 0.34% |
| 49 | LKQ CORP | LKQ | 16,479 | $605,603 | 0.29% |
| 50 | CHEMED CORP NEW | CHE | 1,103 | $584,369 | 0.28% |
| 51 | ISHARES TR | 464287226 | 5,744 | $556,594 | 0.27% |
| 52 | ISHARES TR | 464287804 | 4,800 | $553,056 | 0.27% |
| 53 | US BANCORP DEL | USB-PS | 11,125 | $532,109 | 0.26% |
| 54 | ISHARES TR | 46435U432 | 19,620 | $522,186 | 0.25% |
| 55 | MICRON TECHNOLOGY INC | MU | 5,510 | $463,722 | 0.22% |
| 56 | BERKSHIRE HATHAWAY INC DEL | BRK-A | 981 | $444,668 | 0.22% |
| 57 | ISHARES TR | 464287408 | 2,165 | $413,255 | 0.20% |
| 58 | BANK AMERICA CORP | 060505104 | 9,271 | $407,460 | 0.20% |
| 59 | ISHARES TR | 464287457 | 4,926 | $403,833 | 0.20% |
| 60 | VANGUARD INDEX FDS | 922908553 | 4,335 | $386,162 | 0.19% |
| 61 | EDWARDS LIFESCIENCES CORP | EW | 5,128 | $379,626 | 0.18% |
| 62 | TYLER TECHNOLOGIES INC | TYL | 630 | $363,283 | 0.18% |
| 63 | MARATHON PETE CORP | MARA | 2,565 | $357,818 | 0.17% |
| 64 | COGNEX CORP | CGNX | 9,694 | $347,627 | 0.17% |
| 65 | ISHARES TR | 46435U325 | 13,291 | $334,667 | 0.16% |
| 66 | INTUIT | INTU | 481 | $302,308 | 0.15% |
| 67 | SALESFORCE INC | CRM | 904 | $302,234 | 0.15% |
| 68 | GODADDY INC | GDDY | 1,433 | $282,831 | 0.14% |
| 69 | ISHARES TR | 464287473 | 2,168 | $280,409 | 0.14% |
| 70 | MIDDLEBY CORP | MIDD | 1,995 | $270,223 | 0.13% |
| 71 | HOME DEPOT INC | HD | 690 | $268,403 | 0.13% |
| 72 | MASTERCARD INCORPORATED | MA | 484 | $254,860 | 0.12% |
| 73 | WEST PHARMACEUTICAL SVSC INC | 955306105 | 771 | $252,549 | 0.12% |
| 74 | GILEAD SCIENCES INC | GILD | 2,681 | $247,644 | 0.12% |
| 75 | ISHARES TR | 46434VBD1 | 9,600 | $240,480 | 0.12% |
| 76 | ADOBE INC | ADBE | 538 | $239,238 | 0.12% |
| 77 | HUBBELL INC | HUBB | 564 | $236,254 | 0.11% |
| 78 | THE TRADE DESK INC | 88339J105 | 1,968 | $231,299 | 0.11% |
| 79 | ISHARES TR | 464288414 | 2,075 | $221,091 | 0.11% |
| 80 | INVESCO QQQ TR | IVZ | 431 | $220,340 | 0.11% |
| 81 | CME GROUP INC | CME | 925 | $214,813 | 0.10% |
| 82 | SPS COMM INC | SPSC | 1,134 | $208,645 | 0.10% |
| 83 | ISHARES INC | 46434G103 | 3,928 | $205,120 | 0.10% |
| 84 | HOWMET AEROSPACE INC | HWM | 1,850 | $202,334 | 0.10% |