13F HOLDINGS REPORT
POSTROCK PARTNERS LLC
Quarter ended Q2 2025 · Filed July 15, 2025 · Accession 0001951757-25-000856
Total Value
$209.1M
Positions
82
Other Managers
0
Confidential Omitted
No
Holdings (82)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | BERKSHIRE HATHAWAY INC DEL | BRK-A | 44 | $32.1M | 15.33% |
| 2 | APPLE INC | AAPL | 143,584 | $29.5M | 14.09% |
| 3 | FASTENAL CO | FAST | 338,720 | $14.2M | 6.80% |
| 4 | BOOKING HOLDINGS INC | BKNG | 1,966 | $11.4M | 5.44% |
| 5 | ISHARES TR | 464287200 | 16,421 | $10.2M | 4.88% |
| 6 | VISA INC | V | 28,506 | $10.1M | 4.84% |
| 7 | ALPHABET INC | GOOG | 48,158 | $8.5M | 4.06% |
| 8 | NVIDIA CORPORATION | NVDA | 44,988 | $7.1M | 3.40% |
| 9 | QUALCOMM INC | QCOM | 36,024 | $5.7M | 2.74% |
| 10 | ALPHABET INC | GOOG | 27,890 | $4.9M | 2.37% |
| 11 | AMAZON COM INC | AMZN | 17,711 | $3.9M | 1.86% |
| 12 | VERISK ANALYTICS INC | VRSK | 10,521 | $3.3M | 1.57% |
| 13 | HEICO CORP NEW | HEI-A | 9,922 | $3.3M | 1.56% |
| 14 | COGNIZANT TECHNOLOGY SOLUTIO | CTSH | 39,522 | $3.1M | 1.47% |
| 15 | UBER TECHNOLOGIES INC | UBER | 32,648 | $3.0M | 1.46% |
| 16 | VEEVA SYS INC | VEEV | 10,470 | $3.0M | 1.44% |
| 17 | S&P GLOBAL INC | SPGI | 5,205 | $2.7M | 1.31% |
| 18 | ISHARES TR | 46435U283 | 96,609 | $2.4M | 1.17% |
| 19 | MICROSOFT CORP | MSFT | 4,683 | $2.3M | 1.11% |
| 20 | WALMART INC | WMT | 22,883 | $2.2M | 1.07% |
| 21 | TRACTOR SUPPLY CO | TSCO | 42,225 | $2.2M | 1.07% |
| 22 | ROSS STORES INC | ROST | 17,257 | $2.2M | 1.05% |
| 23 | GRAND CANYON ED INC | LOPE | 10,428 | $2.0M | 0.94% |
| 24 | RB GLOBAL INC | RBA | 17,780 | $1.9M | 0.90% |
| 25 | ANSYS INC | 03662Q105 | 5,066 | $1.8M | 0.85% |
| 26 | ROLLINS INC | ROL | 27,169 | $1.5M | 0.73% |
| 27 | UNITED PARCEL SERVICE INC | UPS | 15,101 | $1.5M | 0.73% |
| 28 | COPART INC | CPRT | 30,180 | $1.5M | 0.71% |
| 29 | PALO ALTO NETWORKS INC | PANW | 6,738 | $1.4M | 0.66% |
| 30 | SCHWAB CHARLES CORP | SCHW-PJ | 15,078 | $1.4M | 0.66% |
| 31 | AMERICAN TOWER CORP NEW | 03027X100 | 6,138 | $1.4M | 0.65% |
| 32 | ADVANCED MICRO DEVICES INC | AMD | 9,009 | $1.3M | 0.61% |
| 33 | SPDR S&P 500 ETF TR | SPY | 1,964 | $1.2M | 0.58% |
| 34 | BLACKROCK INC | BLK | 1,134 | $1.2M | 0.57% |
| 35 | BIO-TECHNE CORP | TECH | 21,086 | $1.1M | 0.52% |
| 36 | SERVICENOW INC | NOW | 1,007 | $1.0M | 0.50% |
| 37 | COSTCO WHSL CORP NEW | 22160K105 | 1,038 | $1.0M | 0.49% |
| 38 | JPMORGAN CHASE & CO. | VYLD | 3,502 | $1.0M | 0.49% |
| 39 | ISHARES TR | 46435U259 | 38,416 | $984,333 | 0.47% |
| 40 | COSTAR GROUP INC | CSGP | 11,440 | $919,776 | 0.44% |
| 41 | ISHARES TR | 464288158 | 8,400 | $893,256 | 0.43% |
| 42 | ISHARES TR | 464288281 | 9,000 | $833,580 | 0.40% |
| 43 | MOTOROLA SOLUTIONS INC | MSI | 1,620 | $681,145 | 0.33% |
| 44 | MICRON TECHNOLOGY INC | MU | 5,510 | $679,108 | 0.32% |
| 45 | ISHARES TR | 464287226 | 6,784 | $672,973 | 0.32% |
| 46 | LKQ CORP | LKQ | 16,479 | $609,888 | 0.29% |
| 47 | DANAHER CORPORATION | 235851102 | 3,026 | $597,756 | 0.29% |
| 48 | ISHARES TR | 46435U432 | 22,268 | $595,970 | 0.28% |
| 49 | ISHARES TR | 464287499 | 6,376 | $586,401 | 0.28% |
| 50 | ISHARES TR | 464287655 | 2,506 | $540,770 | 0.26% |
| 51 | ISHARES TR | 464287408 | 2,765 | $540,336 | 0.26% |
| 52 | GENTEX CORP | GNTX | 24,552 | $539,898 | 0.26% |
| 53 | CHEMED CORP NEW | CHE | 1,103 | $537,084 | 0.26% |
| 54 | ISHARES TR | 464287804 | 4,800 | $524,592 | 0.25% |
| 55 | US BANCORP DEL | USB-PS | 11,125 | $503,406 | 0.24% |
| 56 | BERKSHIRE HATHAWAY INC DEL | BRK-A | 981 | $476,540 | 0.23% |
| 57 | BANK AMERICA CORP | 060505104 | 9,721 | $459,998 | 0.22% |
| 58 | ISHARES TR | 464287457 | 5,192 | $430,209 | 0.21% |
| 59 | ISHARES TR | 46435U325 | 16,841 | $427,930 | 0.20% |
| 60 | MARATHON PETE CORP | MARA | 2,565 | $426,072 | 0.20% |
| 61 | VANGUARD INDEX FDS | 922908553 | 4,335 | $386,075 | 0.18% |
| 62 | INTUIT | INTU | 481 | $378,850 | 0.18% |
| 63 | TYLER TECHNOLOGIES INC | TYL | 630 | $373,489 | 0.18% |
| 64 | HOWMET AEROSPACE INC | HWM | 1,850 | $344,340 | 0.16% |
| 65 | COGNEX CORP | CGNX | 9,694 | $307,494 | 0.15% |
| 66 | ISHARES TR | 464287473 | 2,306 | $304,715 | 0.15% |
| 67 | GILEAD SCIENCES INC | GILD | 2,681 | $297,242 | 0.14% |
| 68 | GE VERNOVA INC | GEV | 546 | $288,916 | 0.14% |
| 69 | INVESCO QQQ TR | IVZ | 497 | $274,165 | 0.13% |
| 70 | MASTERCARD INCORPORATED | MA | 484 | $271,979 | 0.13% |
| 71 | HOME DEPOT INC | HD | 713 | $261,414 | 0.13% |
| 72 | GODADDY INC | GDDY | 1,433 | $258,026 | 0.12% |
| 73 | CME GROUP INC | CME | 925 | $254,948 | 0.12% |
| 74 | SALESFORCE INC | CRM | 904 | $246,512 | 0.12% |
| 75 | ISHARES TR | 46434VBD1 | 9,600 | $241,728 | 0.12% |
| 76 | CISCO SYS INC | CSCO | 3,480 | $241,442 | 0.12% |
| 77 | ISHARES INC | 46434G103 | 3,988 | $239,400 | 0.11% |
| 78 | CONSTELLATION ENERGY CORP | CEG | 721 | $232,710 | 0.11% |
| 79 | ISHARES TR | 464288414 | 2,075 | $216,796 | 0.10% |
| 80 | AT&T INC | T-PC | 7,470 | $216,182 | 0.10% |
| 81 | EQT CORP | EQT | 3,540 | $206,453 | 0.10% |
| 82 | ADOBE INC | ADBE | 532 | $205,820 | 0.10% |