13F HOLDINGS REPORT
POSTROCK PARTNERS LLC
Quarter ended Q3 2025 · Filed October 28, 2025 · Accession 0001951757-25-001224
Total Value
$226.1M
Positions
83
Other Managers
0
Confidential Omitted
No
Holdings (83)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | APPLE INC | AAPL | 143,584 | $36.6M | 16.17% |
| 2 | BERKSHIRE HATHAWAY INC DEL | BRK-A | 44 | $33.2M | 14.67% |
| 3 | FASTENAL CO | FAST | 338,720 | $16.6M | 7.35% |
| 4 | ALPHABET INC | GOOG | 48,158 | $11.7M | 5.18% |
| 5 | ISHARES TR | 464287200 | 16,421 | $11.0M | 4.86% |
| 6 | BOOKING HOLDINGS INC | BKNG | 1,966 | $10.6M | 4.69% |
| 7 | VISA INC | V | 28,506 | $9.7M | 4.30% |
| 8 | NVIDIA CORPORATION | NVDA | 44,988 | $8.4M | 3.71% |
| 9 | ALPHABET INC | GOOG | 27,890 | $6.8M | 3.00% |
| 10 | QUALCOMM INC | QCOM | 36,024 | $6.0M | 2.65% |
| 11 | AMAZON COM INC | AMZN | 17,711 | $3.9M | 1.72% |
| 12 | HEICO CORP NEW | HEI-A | 9,922 | $3.2M | 1.42% |
| 13 | UBER TECHNOLOGIES INC | UBER | 32,648 | $3.2M | 1.41% |
| 14 | VEEVA SYS INC | VEEV | 10,470 | $3.1M | 1.38% |
| 15 | COGNIZANT TECHNOLOGY SOLUTIO | CTSH | 39,522 | $2.7M | 1.17% |
| 16 | VERISK ANALYTICS INC | VRSK | 10,521 | $2.6M | 1.17% |
| 17 | ROSS STORES INC | ROST | 17,257 | $2.6M | 1.16% |
| 18 | S&P GLOBAL INC | SPGI | 5,205 | $2.5M | 1.12% |
| 19 | ISHARES TR | 46435U283 | 96,609 | $2.5M | 1.09% |
| 20 | MICROSOFT CORP | MSFT | 4,683 | $2.4M | 1.07% |
| 21 | TRACTOR SUPPLY CO | TSCO | 42,225 | $2.4M | 1.06% |
| 22 | WALMART INC | WMT | 22,883 | $2.4M | 1.04% |
| 23 | GRAND CANYON ED INC | LOPE | 10,428 | $2.3M | 1.01% |
| 24 | RB GLOBAL INC | RBA | 17,780 | $1.9M | 0.85% |
| 25 | ROLLINS INC | ROL | 27,169 | $1.6M | 0.71% |
| 26 | ADVANCED MICRO DEVICES INC | AMD | 9,109 | $1.5M | 0.65% |
| 27 | SCHWAB CHARLES CORP | SCHW-PJ | 15,078 | $1.4M | 0.64% |
| 28 | PALO ALTO NETWORKS INC | PANW | 6,738 | $1.4M | 0.61% |
| 29 | COPART INC | CPRT | 30,180 | $1.4M | 0.60% |
| 30 | BLACKROCK INC | BLK | 1,134 | $1.3M | 0.58% |
| 31 | SPDR S&P 500 ETF TR | SPY | 1,964 | $1.3M | 0.58% |
| 32 | UNITED PARCEL SERVICE INC | UPS | 14,916 | $1.2M | 0.55% |
| 33 | AMERICAN TOWER CORP NEW | 03027X100 | 6,138 | $1.2M | 0.52% |
| 34 | BIO-TECHNE CORP | TECH | 21,086 | $1.2M | 0.52% |
| 35 | JPMORGAN CHASE & CO. | VYLD | 3,502 | $1.1M | 0.49% |
| 36 | COSTAR GROUP INC | CSGP | 11,440 | $965,193 | 0.43% |
| 37 | COSTCO WHSL CORP NEW | 22160K105 | 1,038 | $960,804 | 0.42% |
| 38 | ISHARES TR | 46435U259 | 37,098 | $951,935 | 0.42% |
| 39 | SERVICENOW INC | NOW | 1,007 | $926,722 | 0.41% |
| 40 | MICRON TECHNOLOGY INC | MU | 5,510 | $921,933 | 0.41% |
| 41 | ISHARES TR | 464288158 | 8,400 | $896,952 | 0.40% |
| 42 | ISHARES TR | 464288281 | 9,000 | $856,710 | 0.38% |
| 43 | SYNOPSYS INC | SNPS | 1,710 | $843,697 | 0.37% |
| 44 | MOTOROLA SOLUTIONS INC | MSI | 1,620 | $740,810 | 0.33% |
| 45 | GENTEX CORP | GNTX | 24,552 | $694,822 | 0.31% |
| 46 | ISHARES TR | 464287226 | 6,784 | $680,096 | 0.30% |
| 47 | ISHARES TR | 464287499 | 6,376 | $615,603 | 0.27% |
| 48 | ISHARES TR | 464287655 | 2,506 | $606,352 | 0.27% |
| 49 | DANAHER CORPORATION | 235851102 | 3,026 | $599,935 | 0.27% |
| 50 | ISHARES TR | 46435U432 | 22,268 | $596,560 | 0.26% |
| 51 | ISHARES TR | 464287408 | 2,765 | $571,000 | 0.25% |
| 52 | ISHARES TR | 464287804 | 4,800 | $570,384 | 0.25% |
| 53 | US BANCORP DEL | USB-PS | 11,125 | $537,671 | 0.24% |
| 54 | LKQ CORP | LKQ | 16,445 | $502,230 | 0.22% |
| 55 | BANK AMERICA CORP | 060505104 | 9,721 | $501,506 | 0.22% |
| 56 | MARATHON PETE CORP | MARA | 2,565 | $494,378 | 0.22% |
| 57 | CHEMED CORP NEW | CHE | 1,103 | $493,857 | 0.22% |
| 58 | BERKSHIRE HATHAWAY INC DEL | BRK-A | 981 | $493,188 | 0.22% |
| 59 | COGNEX CORP | CGNX | 9,694 | $439,138 | 0.19% |
| 60 | ISHARES TR | 46435U325 | 16,841 | $431,803 | 0.19% |
| 61 | ISHARES TR | 464287457 | 5,192 | $430,728 | 0.19% |
| 62 | VANGUARD INDEX FDS | 922908553 | 4,335 | $396,306 | 0.18% |
| 63 | HOWMET AEROSPACE INC | HWM | 1,850 | $363,026 | 0.16% |
| 64 | GE VERNOVA INC | GEV | 546 | $335,735 | 0.15% |
| 65 | TYLER TECHNOLOGIES INC | TYL | 630 | $329,591 | 0.15% |
| 66 | INTUIT | INTU | 481 | $328,480 | 0.15% |
| 67 | ISHARES TR | 464287473 | 2,306 | $322,079 | 0.14% |
| 68 | INVESCO QQQ TR | IVZ | 497 | $298,384 | 0.13% |
| 69 | GILEAD SCIENCES INC | GILD | 2,681 | $297,591 | 0.13% |
| 70 | HOME DEPOT INC | HD | 713 | $288,900 | 0.13% |
| 71 | MASTERCARD INCORPORATED | MA | 484 | $275,304 | 0.12% |
| 72 | ISHARES INC | 46434G103 | 3,988 | $262,889 | 0.12% |
| 73 | CME GROUP INC | CME | 925 | $249,926 | 0.11% |
| 74 | ISHARES TR | 46434VBD1 | 9,600 | $241,824 | 0.11% |
| 75 | CISCO SYS INC | CSCO | 3,475 | $237,760 | 0.11% |
| 76 | CONSTELLATION ENERGY CORP | CEG | 721 | $237,259 | 0.10% |
| 77 | ISHARES TR | 464288414 | 2,075 | $220,967 | 0.10% |
| 78 | SALESFORCE INC | CRM | 904 | $214,248 | 0.09% |
| 79 | GOLDMAN SACHS GROUP INC | GSCE | 265 | $211,033 | 0.09% |
| 80 | AT&T INC | T-PC | 7,470 | $210,953 | 0.09% |
| 81 | JOHNSON CTLS INTL PLC | G51502105 | 1,880 | $206,706 | 0.09% |
| 82 | WEST PHARMACEUTICAL SVSC INC | 955306105 | 771 | $202,256 | 0.09% |
| 83 | L3HARRIS TECHNOLOGIES INC | LHX | 662 | $202,181 | 0.09% |