13F HOLDINGS REPORT
POSTROCK PARTNERS LLC
Quarter ended Q4 2025 · Filed January 16, 2026 · Accession 0001951757-26-000192
Total Value
$230.2M
Positions
80
Other Managers
0
Confidential Omitted
No
Holdings (80)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | APPLE INC | AAPL | 143,584 | $39.0M | 16.96% |
| 2 | BERKSHIRE HATHAWAY INC DEL | BRK-A | 44 | $33.2M | 14.43% |
| 3 | ALPHABET INC | GOOG | 48,158 | $15.1M | 6.55% |
| 4 | FASTENAL CO | FAST | 338,720 | $13.6M | 5.91% |
| 5 | ISHARES TR | 464287200 | 16,755 | $11.5M | 4.99% |
| 6 | BOOKING HOLDINGS INC | BKNG | 1,966 | $10.5M | 4.57% |
| 7 | VISA INC | V | 28,506 | $10.0M | 4.34% |
| 8 | ALPHABET INC | GOOG | 27,890 | $8.8M | 3.80% |
| 9 | NVIDIA CORPORATION | NVDA | 44,988 | $8.4M | 3.65% |
| 10 | QUALCOMM INC | QCOM | 36,024 | $6.2M | 2.68% |
| 11 | AMAZON COM INC | AMZN | 17,711 | $4.1M | 1.78% |
| 12 | COGNIZANT TECHNOLOGY SOLUTIO | CTSH | 39,522 | $3.3M | 1.43% |
| 13 | HEICO CORP NEW | HEI-A | 9,922 | $3.2M | 1.39% |
| 14 | ROSS STORES INC | ROST | 17,257 | $3.1M | 1.35% |
| 15 | S&P GLOBAL INC | SPGI | 5,205 | $2.7M | 1.18% |
| 16 | UBER TECHNOLOGIES INC | UBER | 32,648 | $2.7M | 1.16% |
| 17 | WALMART INC | WMT | 22,883 | $2.5M | 1.11% |
| 18 | ISHARES TR | 46435U283 | 96,609 | $2.5M | 1.07% |
| 19 | VERISK ANALYTICS INC | VRSK | 10,521 | $2.4M | 1.02% |
| 20 | VEEVA SYS INC | VEEV | 10,470 | $2.3M | 1.02% |
| 21 | MICROSOFT CORP | MSFT | 4,683 | $2.3M | 0.98% |
| 22 | TRACTOR SUPPLY CO | TSCO | 42,225 | $2.1M | 0.92% |
| 23 | ADVANCED MICRO DEVICES INC | AMD | 9,109 | $2.0M | 0.85% |
| 24 | RB GLOBAL INC | RBA | 17,780 | $1.8M | 0.79% |
| 25 | GRAND CANYON ED INC | LOPE | 10,428 | $1.7M | 0.75% |
| 26 | ROLLINS INC | ROL | 27,169 | $1.6M | 0.71% |
| 27 | MICRON TECHNOLOGY INC | MU | 5,510 | $1.6M | 0.68% |
| 28 | SCHWAB CHARLES CORP | SCHW-PJ | 15,078 | $1.5M | 0.65% |
| 29 | UNITED PARCEL SERVICE INC | UPS | 14,916 | $1.5M | 0.64% |
| 30 | SPDR S&P 500 ETF TR | SPY | 1,964 | $1.3M | 0.58% |
| 31 | PALO ALTO NETWORKS INC | PANW | 6,738 | $1.2M | 0.54% |
| 32 | BIO-TECHNE CORP | TECH | 21,086 | $1.2M | 0.54% |
| 33 | BLACKROCK INC | BLK | 1,134 | $1.2M | 0.53% |
| 34 | COPART INC | CPRT | 30,180 | $1.2M | 0.51% |
| 35 | JPMORGAN CHASE & CO. | VYLD | 3,502 | $1.1M | 0.49% |
| 36 | AMERICAN TOWER CORP NEW | 03027X100 | 6,015 | $1.1M | 0.46% |
| 37 | ISHARES TR | 46435U259 | 36,306 | $930,777 | 0.40% |
| 38 | ISHARES TR | 464288158 | 8,400 | $896,280 | 0.39% |
| 39 | COSTCO WHSL CORP NEW | 22160K105 | 1,038 | $895,109 | 0.39% |
| 40 | ISHARES TR | 464288281 | 9,000 | $866,520 | 0.38% |
| 41 | SYNOPSYS INC | SNPS | 1,683 | $790,539 | 0.34% |
| 42 | SERVICENOW INC | NOW | 5,035 | $771,312 | 0.34% |
| 43 | COSTAR GROUP INC | CSGP | 11,440 | $769,226 | 0.33% |
| 44 | DANAHER CORPORATION | 235851102 | 2,997 | $686,073 | 0.30% |
| 45 | ISHARES TR | 464287226 | 6,784 | $677,586 | 0.29% |
| 46 | MOTOROLA SOLUTIONS INC | MSI | 1,620 | $620,978 | 0.27% |
| 47 | ISHARES TR | 464287655 | 2,506 | $616,877 | 0.27% |
| 48 | ISHARES TR | 464287499 | 6,376 | $613,818 | 0.27% |
| 49 | US BANCORP DEL | USB-PS | 11,125 | $593,630 | 0.26% |
| 50 | ISHARES TR | 464287408 | 2,765 | $586,374 | 0.25% |
| 51 | ISHARES TR | 464287804 | 4,800 | $576,864 | 0.25% |
| 52 | GENTEX CORP | GNTX | 24,552 | $571,325 | 0.25% |
| 53 | BANK AMERICA CORP | 060505104 | 9,721 | $534,655 | 0.23% |
| 54 | LKQ CORP | LKQ | 16,445 | $496,639 | 0.22% |
| 55 | BERKSHIRE HATHAWAY INC DEL | BRK-A | 981 | $493,100 | 0.21% |
| 56 | CHEMED CORP NEW | CHE | 1,103 | $471,930 | 0.21% |
| 57 | ISHARES TR | 46435U325 | 16,841 | $430,709 | 0.19% |
| 58 | ISHARES TR | 464287457 | 5,192 | $430,001 | 0.19% |
| 59 | MARATHON PETE CORP | MARA | 2,565 | $417,146 | 0.18% |
| 60 | VANGUARD INDEX FDS | 922908553 | 4,335 | $383,604 | 0.17% |
| 61 | HOWMET AEROSPACE INC | HWM | 1,850 | $379,287 | 0.16% |
| 62 | GE VERNOVA INC | GEV | 546 | $356,849 | 0.16% |
| 63 | COGNEX CORP | CGNX | 9,694 | $348,790 | 0.15% |
| 64 | GILEAD SCIENCES INC | GILD | 2,681 | $329,066 | 0.14% |
| 65 | ISHARES TR | 464287473 | 2,306 | $325,261 | 0.14% |
| 66 | INTUIT | INTU | 481 | $318,624 | 0.14% |
| 67 | INVESCO QQQ TR | IVZ | 497 | $305,312 | 0.13% |
| 68 | TYLER TECHNOLOGIES INC | TYL | 630 | $285,988 | 0.12% |
| 69 | MASTERCARD INCORPORATED | MA | 484 | $276,306 | 0.12% |
| 70 | ISHARES INC | 46434G103 | 3,988 | $268,073 | 0.12% |
| 71 | CISCO SYS INC | CSCO | 3,475 | $267,679 | 0.12% |
| 72 | CONSTELLATION ENERGY CORP | CEG | 721 | $254,708 | 0.11% |
| 73 | CME GROUP INC | CME | 925 | $252,599 | 0.11% |
| 74 | HOME DEPOT INC | HD | 713 | $245,343 | 0.11% |
| 75 | APPLIED MATLS INC | 038222105 | 936 | $240,543 | 0.10% |
| 76 | SALESFORCE INC | CRM | 904 | $239,479 | 0.10% |
| 77 | GOLDMAN SACHS GROUP INC | GSCE | 265 | $232,935 | 0.10% |
| 78 | JOHNSON CTLS INTL PLC | G51502105 | 1,880 | $225,130 | 0.10% |
| 79 | ISHARES TR | 464288414 | 2,075 | $222,253 | 0.10% |
| 80 | WEST PHARMACEUTICAL SVSC INC | 955306105 | 771 | $212,133 | 0.09% |