13F HOLDINGS REPORT
POSTROCK PARTNERS LLC
Quarter ended Q1 2025 · Filed May 2, 2025 · Accession 0001951757-25-000491
Total Value
$202.1M
Positions
80
Other Managers
0
Confidential Omitted
No
Holdings (80)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | BERKSHIRE HATHAWAY INC DEL | BRK-A | 44 | $35.1M | 17.39% |
| 2 | APPLE INC | AAPL | 143,581 | $31.9M | 15.78% |
| 3 | FASTENAL CO | FAST | 169,291 | $13.1M | 6.50% |
| 4 | VISA INC | V | 28,483 | $10.0M | 4.94% |
| 5 | ISHARES TR | 464287200 | 16,450 | $9.2M | 4.57% |
| 6 | BOOKING HOLDINGS INC | BKNG | 1,966 | $9.1M | 4.48% |
| 7 | ALPHABET INC | GOOG | 48,158 | $7.4M | 3.69% |
| 8 | QUALCOMM INC | QCOM | 36,924 | $5.7M | 2.81% |
| 9 | NVIDIA CORPORATION | NVDA | 44,988 | $4.9M | 2.41% |
| 10 | ALPHABET INC | GOOG | 27,740 | $4.3M | 2.14% |
| 11 | AMAZON COM INC | AMZN | 17,616 | $3.4M | 1.66% |
| 12 | VERISK ANALYTICS INC | VRSK | 10,706 | $3.2M | 1.58% |
| 13 | COGNIZANT TECHNOLOGY SOLUTIO | CTSH | 41,372 | $3.2M | 1.57% |
| 14 | HEICO CORP NEW | HEI-A | 9,961 | $2.7M | 1.32% |
| 15 | S&P GLOBAL INC | SPGI | 5,205 | $2.6M | 1.31% |
| 16 | VEEVA SYS INC | VEEV | 10,470 | $2.4M | 1.20% |
| 17 | UBER TECHNOLOGIES INC | UBER | 32,648 | $2.4M | 1.18% |
| 18 | ISHARES TR | 46435U283 | 92,881 | $2.3M | 1.16% |
| 19 | TRACTOR SUPPLY CO | TSCO | 42,225 | $2.3M | 1.15% |
| 20 | ROSS STORES INC | ROST | 17,767 | $2.3M | 1.12% |
| 21 | WALMART INC | WMT | 22,809 | $2.0M | 0.99% |
| 22 | ISHARES TR | 464287655 | 9,188 | $1.8M | 0.91% |
| 23 | GRAND CANYON ED INC | LOPE | 10,471 | $1.8M | 0.90% |
| 24 | RB GLOBAL INC | RBA | 17,780 | $1.8M | 0.88% |
| 25 | MICROSOFT CORP | MSFT | 4,610 | $1.7M | 0.86% |
| 26 | COPART INC | CPRT | 30,180 | $1.7M | 0.85% |
| 27 | ISHARES TR | 464287499 | 19,326 | $1.6M | 0.81% |
| 28 | ANSYS INC | 03662Q105 | 5,076 | $1.6M | 0.80% |
| 29 | ROLLINS INC | ROL | 27,169 | $1.5M | 0.73% |
| 30 | AMERICAN TOWER CORP NEW | 03027X100 | 6,138 | $1.3M | 0.66% |
| 31 | BIO-TECHNE CORP | TECH | 21,170 | $1.2M | 0.61% |
| 32 | SCHWAB CHARLES CORP | SCHW-PJ | 15,078 | $1.2M | 0.58% |
| 33 | PALO ALTO NETWORKS INC | PANW | 6,738 | $1.1M | 0.57% |
| 34 | SPDR S&P 500 ETF TR | SPY | 1,941 | $1.1M | 0.54% |
| 35 | BLACKROCK INC | BLK | 1,130 | $1.1M | 0.53% |
| 36 | UNITEDHEALTH GROUP INC | UNH | 1,985 | $1.0M | 0.51% |
| 37 | COSTCO WHSL CORP NEW | 22160K105 | 1,038 | $981,720 | 0.49% |
| 38 | ISHARES TR | 46435U259 | 37,066 | $947,407 | 0.47% |
| 39 | ADVANCED MICRO DEVICES INC | AMD | 9,009 | $925,585 | 0.46% |
| 40 | COSTAR GROUP INC | CSGP | 11,440 | $906,391 | 0.45% |
| 41 | ISHARES TR | 464288158 | 8,400 | $887,040 | 0.44% |
| 42 | JPMORGAN CHASE & CO. | VYLD | 3,362 | $824,699 | 0.41% |
| 43 | ISHARES TR | 464288281 | 9,000 | $815,310 | 0.40% |
| 44 | SERVICENOW INC | NOW | 1,007 | $801,713 | 0.40% |
| 45 | MOTOROLA SOLUTIONS INC | MSI | 1,625 | $711,441 | 0.35% |
| 46 | LKQ CORP | LKQ | 16,479 | $701,017 | 0.35% |
| 47 | CHEMED CORP NEW | CHE | 1,103 | $678,698 | 0.34% |
| 48 | DANAHER CORPORATION | 235851102 | 3,160 | $647,800 | 0.32% |
| 49 | ISHARES TR | 464287226 | 6,173 | $610,633 | 0.30% |
| 50 | GENTEX CORP | GNTX | 24,684 | $575,137 | 0.28% |
| 51 | ISHARES TR | 46435U432 | 20,868 | $558,219 | 0.28% |
| 52 | ISHARES TR | 464287408 | 2,765 | $526,954 | 0.26% |
| 53 | BERKSHIRE HATHAWAY INC DEL | BRK-A | 981 | $522,461 | 0.26% |
| 54 | ISHARES TR | 464287804 | 4,800 | $501,936 | 0.25% |
| 55 | MICRON TECHNOLOGY INC | MU | 5,510 | $478,764 | 0.24% |
| 56 | US BANCORP DEL | USB-PS | 11,125 | $469,698 | 0.23% |
| 57 | ISHARES TR | 464287457 | 4,926 | $407,528 | 0.20% |
| 58 | VANGUARD INDEX FDS | 922908553 | 4,335 | $392,491 | 0.19% |
| 59 | BANK AMERICA CORP | 060505104 | 9,271 | $386,879 | 0.19% |
| 60 | MARATHON PETE CORP | MARA | 2,565 | $373,695 | 0.18% |
| 61 | TYLER TECHNOLOGIES INC | TYL | 630 | $366,276 | 0.18% |
| 62 | ISHARES TR | 46435U325 | 13,291 | $336,129 | 0.17% |
| 63 | MIDDLEBY CORP | MIDD | 1,995 | $303,200 | 0.15% |
| 64 | GILEAD SCIENCES INC | GILD | 2,681 | $300,406 | 0.15% |
| 65 | INTUIT | INTU | 481 | $295,329 | 0.15% |
| 66 | ISHARES TR | 464287473 | 2,306 | $290,487 | 0.14% |
| 67 | COGNEX CORP | CGNX | 9,694 | $289,172 | 0.14% |
| 68 | MASTERCARD INCORPORATED | MA | 484 | $265,290 | 0.13% |
| 69 | GODADDY INC | GDDY | 1,433 | $258,141 | 0.13% |
| 70 | HOME DEPOT INC | HD | 690 | $252,878 | 0.13% |
| 71 | CME GROUP INC | CME | 925 | $245,393 | 0.12% |
| 72 | SALESFORCE INC | CRM | 904 | $242,597 | 0.12% |
| 73 | ISHARES TR | 46434VBD1 | 9,600 | $241,440 | 0.12% |
| 74 | HOWMET AEROSPACE INC | HWM | 1,850 | $240,000 | 0.12% |
| 75 | INVESCO QQQ TR | IVZ | 497 | $233,053 | 0.12% |
| 76 | ISHARES TR | 464288414 | 2,075 | $218,788 | 0.11% |
| 77 | ISHARES INC | 46434G103 | 3,928 | $211,994 | 0.10% |
| 78 | AT&T INC | T-PC | 7,470 | $211,252 | 0.10% |
| 79 | ADOBE INC | ADBE | 538 | $206,339 | 0.10% |
| 80 | CISCO SYS INC | CSCO | 3,330 | $205,494 | 0.10% |