Sponsored

The Analysis of POSTROCK PARTNERS LLC's Holdings & P&L

Currently, POSTROCK PARTNERS LLC holds 78 types of securities in its portfolio with a total value $245.9M. In the most recent quarter, they have increased their positions in BKNG (+47.2K shares, valued at $8.4M), N/A (+1.0K shares, valued at $778.1K), WST (+771 shares, valued at $276.8K); initiated new positions in WST (+771 shares, valued at $276.8K), ENTG (+1.5K shares, valued at $276.6K), IJH (+3.4K shares, valued at $260.8K).

1M P&L

+3.2M+1.55%

3M P&L

+8.3M+4.18%

HY P&L

+24.5M+13.33%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1N/A44.6M

20.9%

2Consumer Electronics41.6M

19.4%

3Semiconductors27.3M

12.8%

Top Industries by Stock Count

1N/A18 stocks

27.3%

2Semiconductors4 stocks

6.1%

3Software - Infrastructure3 stocks

4.5%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

AAPL APPLE INC143.6K shares0.00%2026-06-302026-07-24

BRK.A BERKSHIRE HATHAWAY INC DEL44 shares0.00%2026-06-302026-07-24

GOOGL ALPHABET INC48.2K shares0.00%2026-06-302026-07-24

FAST FASTENAL CO338.7K shares0.00%2026-06-302026-07-24

ISHARES TR ISHARES TR18.5K shares5.94%2026-06-302026-07-24

GOOG ALPHABET INC27.9K shares0.00%2026-06-302026-07-24

VISA INC VISA INC28.5K shares0.00%2026-06-302026-07-24

NVDA NVIDIA CORPORATION45.0K shares0.08%2026-06-302026-07-24

Sponsored

BKNG BOOKING HOLDINGS INC49.1K shares2400.00%2026-06-302026-07-24

QCOM QUALCOMM INC36.0K shares0.00%2026-06-302026-07-24

MU MICRON TECHNOLOGY INC5.5K shares0.00%2026-06-302026-07-24

AMD ADVANCED MICRO DEVICES INC9.1K shares0.00%2026-06-302026-07-24

AMZN AMAZON COM INC17.7K shares0.17%2026-06-302026-07-24

ROST ROSS STORES INC17.3K shares0.00%2026-06-302026-07-24

HEI HEICO CORP NEW9.9K shares0.00%2026-06-302026-07-24

WMT WALMART INC22.9K shares0.00%2026-06-302026-07-24

Sponsored

IBMP ISHARES TR98.6K shares2.02%2026-06-302026-07-24

UBER UBER TECHNOLOGIES INC32.9K shares0.84%2026-06-302026-07-24

PANW PALO ALTO NETWORKS INC6.8K shares0.00%2026-06-302026-07-24

S&P GLOBAL INC S&P GLOBAL INC5.2K shares0.37%2026-06-302026-07-24

RBA RB GLOBAL INC17.8K shares0.00%2026-06-302026-07-24

VRSK VERISK ANALYTICS INC10.5K shares0.00%2026-06-302026-07-24

VEEV VEEVA SYS INC10.5K shares0.00%2026-06-302026-07-24

MSFT MICROSOFT CORP4.8K shares1.49%2026-06-302026-07-24

Sponsored

UPS UNITED PARCEL SVCS INC14.9K shares0.00%2026-06-302026-07-24

CTSH COGNIZANT TECHNOLOGY SOLUTIO39.5K shares0.00%2026-06-302026-07-24

LOPE GRAND CANYON ED INC10.4K shares0.00%2026-06-302026-07-24

TECH BIO-TECHNE CORP21.0K shares0.00%2026-06-302026-07-24

SCHW SCHWAB CHARLES CORP15.4K shares2.43%2026-06-302026-07-24

STATE STR SPDR S&P 500 ETF T STATE STR SPDR S&P 500 ETF T1.8K shares0.00%2026-06-302026-07-24

TSCO TRACTOR SUPPLY CO42.2K shares0.00%2026-06-302026-07-24

JPMORGAN CHASE & CO JPMORGAN CHASE & CO3.5K shares0.00%2026-06-302026-07-24

Sponsored

ROL ROLLINS INC27.2K shares0.00%2026-06-302026-07-24

BLK BLACKROCK INC1.1K shares0.00%2026-06-302026-07-24

IBMO ISHARES TR38.6K shares5.32%2026-06-302026-07-24

AMT AMERICAN TOWER CORP6.0K shares0.00%2026-06-302026-07-24

COSTCO WHOLESALE CORPORATION COSTCO WHOLESALE CORPORATION1.0K shares0.00%2026-06-302026-07-24

SUB ISHARES TR8.4K shares0.00%2026-06-302026-07-24

EMB ISHARES TR9.0K shares0.00%2026-06-302026-07-24

CPRT COPART INC30.2K shares0.00%2026-06-302026-07-24

Sponsored

IJR ISHARES TR5.4K shares13.35%2026-06-302026-07-24

IWM ISHARES TR2.5K shares0.00%2026-06-302026-07-24

SNPS SYNOPSYS INC1.7K shares0.00%2026-06-302026-07-24

IWR ISHARES TR6.4K shares0.00%2026-06-302026-07-24

CGNX COGNEX CORP9.7K shares0.00%2026-06-302026-07-24

APPLIED MATLS INC APPLIED MATLS INC936 shares0.00%2026-06-302026-07-24

ISHARES TR ISHARES TR6.8K shares0.00%2026-06-302026-07-24

MSI MOTOROLA SOLUTIONS INC1.6K shares0.00%2026-06-302026-07-24

Sponsored

MPC MARATHON PETE CORP2.6K shares0.00%2026-06-302026-07-24

GEV GE VERNOVA INC546 shares0.00%2026-06-302026-07-24

BMOP BNY MELLON ETF TRUST II25.3K shares0.00%2026-06-302026-07-24

IVE ISHARES TR2.8K shares0.00%2026-06-302026-07-24

GNTX GENTEX CORP24.4K shares0.00%2026-06-302026-07-24

DHR DANAHER CORP DEL3.1K shares4.17%2026-06-302026-07-24

BAC BANK OF AMER CORP9.7K shares0.00%2026-06-302026-07-24

SERVICENOW INC SERVICENOW INC5.2K shares4.02%2026-06-302026-07-24

Sponsored

CHE CHEMED CORP NEW1.1K shares0.00%2026-06-302026-07-24

BRK.B BERKSHIRE HATHAWAY INC DEL1.0K shares2.34%2026-06-302026-07-24

HWM HOWMET AEROSPACE INC1.9K shares0.00%2026-06-302026-07-24

IBMQ ISHARES TR19.2K shares11.32%2026-06-302026-07-24

LKQ LKQ CORP16.4K shares0.00%2026-06-302026-07-24

SHY ISHARES TR5.2K shares0.00%2026-06-302026-07-24

VNQ VANGUARD INDEX FDS4.3K shares0.00%2026-06-302026-07-24

CISCO SYS INC CISCO SYS INC3.5K shares0.00%2026-06-302026-07-24

Sponsored

IWS ISHARES TR2.3K shares0.00%2026-06-302026-07-24

QQQ INVESCO QQQ TR497 shares0.00%2026-06-302026-07-24

GILD GILEAD SCIENCES INC2.7K shares0.00%2026-06-302026-07-24

IEMG ISHARES INC4.0K shares0.00%2026-06-302026-07-24

CSGP COSTAR GROUP INC11.4K shares0.00%2026-06-302026-07-24

WST WEST PHARMACEUTICAL SVSC INC771 sharesnew addition2026-06-302026-07-24

ENTG ENTEGRIS INC1.5K sharesnew addition2026-06-302026-07-24

JOHNSON CONTROLS INTERNATION JOHNSON CONTROLS INTERNATION1.9K shares0.00%2026-06-302026-07-24

Sponsored

GS GOLDMAN SACHS GROUP INC265 shares0.00%2026-06-302026-07-24

IJH ISHARES TR3.4K sharesnew addition2026-06-302026-07-24

HD HOME DEPOT INC713 shares0.00%2026-06-302026-07-24

MASTERCARD INCORPORATED MASTERCARD INCORPORATED484 shares0.00%2026-06-302026-07-24

MUB ISHARES TR2.1K shares0.00%2026-06-302026-07-24

CME CME GROUP INC925 shares0.00%2026-06-302026-07-24

AAPL

APPLE INC

0.00%

Shares143.6K

Event2026-06-30

Filed2026-07-24

BRK.A

BERKSHIRE HATHAWAY INC DEL

0.00%

Shares44

Event2026-06-30

Filed2026-07-24

GOOGL

ALPHABET INC

0.00%

Shares48.2K

Event2026-06-30

Filed2026-07-24

FAST

FASTENAL CO

0.00%

Shares338.7K

Event2026-06-30

Filed2026-07-24

ISHARES TR

5.94%

Shares18.5K

Event2026-06-30

Filed2026-07-24

GOOG

ALPHABET INC

0.00%

Shares27.9K

Event2026-06-30

Filed2026-07-24

VISA INC

0.00%

Shares28.5K

Event2026-06-30

Filed2026-07-24

NVDA

NVIDIA CORPORATION

0.08%

Shares45.0K

Event2026-06-30

Filed2026-07-24

BKNG

BOOKING HOLDINGS INC

2400.00%

Shares49.1K

Event2026-06-30

Filed2026-07-24

QCOM

QUALCOMM INC

0.00%

Shares36.0K

Event2026-06-30

Filed2026-07-24

MICRON TECHNOLOGY INC

0.00%

Shares5.5K

Event2026-06-30

Filed2026-07-24

AMD

ADVANCED MICRO DEVICES INC

0.00%

Shares9.1K

Event2026-06-30

Filed2026-07-24

AMZN

AMAZON COM INC

0.17%

Shares17.7K

Event2026-06-30

Filed2026-07-24

ROST

ROSS STORES INC

0.00%

Shares17.3K

Event2026-06-30

Filed2026-07-24

HEI

HEICO CORP NEW

0.00%

Shares9.9K

Event2026-06-30

Filed2026-07-24

WMT

WALMART INC

0.00%

Shares22.9K

Event2026-06-30

Filed2026-07-24

IBMP

ISHARES TR

2.02%

Shares98.6K

Event2026-06-30

Filed2026-07-24

UBER

UBER TECHNOLOGIES INC

0.84%

Shares32.9K

Event2026-06-30

Filed2026-07-24

PANW

PALO ALTO NETWORKS INC

0.00%

Shares6.8K

Event2026-06-30

Filed2026-07-24

S&P GLOBAL INC

0.37%

Shares5.2K

Event2026-06-30

Filed2026-07-24

RBA

RB GLOBAL INC

0.00%

Shares17.8K

Event2026-06-30

Filed2026-07-24

VRSK

VERISK ANALYTICS INC

0.00%

Shares10.5K

Event2026-06-30

Filed2026-07-24

VEEV

VEEVA SYS INC

0.00%

Shares10.5K

Event2026-06-30

Filed2026-07-24

MSFT

MICROSOFT CORP

1.49%

Shares4.8K

Event2026-06-30

Filed2026-07-24

UPS

UNITED PARCEL SVCS INC

0.00%

Shares14.9K

Event2026-06-30

Filed2026-07-24

CTSH

COGNIZANT TECHNOLOGY SOLUTIO

0.00%

Shares39.5K

Event2026-06-30

Filed2026-07-24

LOPE

GRAND CANYON ED INC

0.00%

Shares10.4K

Event2026-06-30

Filed2026-07-24

TECH

BIO-TECHNE CORP

0.00%

Shares21.0K

Event2026-06-30

Filed2026-07-24

SCHW

SCHWAB CHARLES CORP

2.43%

Shares15.4K

Event2026-06-30

Filed2026-07-24

STATE STR SPDR S&P 500 ETF T

0.00%

Shares1.8K

Event2026-06-30

Filed2026-07-24

TSCO

TRACTOR SUPPLY CO

0.00%

Shares42.2K

Event2026-06-30

Filed2026-07-24

JPMORGAN CHASE & CO

0.00%

Shares3.5K

Event2026-06-30

Filed2026-07-24

ROL

ROLLINS INC

0.00%

Shares27.2K

Event2026-06-30

Filed2026-07-24

BLK

BLACKROCK INC

0.00%

Shares1.1K

Event2026-06-30

Filed2026-07-24

IBMO

ISHARES TR

5.32%

Shares38.6K

Event2026-06-30

Filed2026-07-24

AMT

AMERICAN TOWER CORP

0.00%

Shares6.0K

Event2026-06-30

Filed2026-07-24

COSTCO WHOLESALE CORPORATION

0.00%

Shares1.0K

Event2026-06-30

Filed2026-07-24

SUB

ISHARES TR

0.00%

Shares8.4K

Event2026-06-30

Filed2026-07-24

EMB

ISHARES TR

0.00%

Shares9.0K

Event2026-06-30

Filed2026-07-24

CPRT

COPART INC

0.00%

Shares30.2K

Event2026-06-30

Filed2026-07-24

IJR

ISHARES TR

13.35%

Shares5.4K

Event2026-06-30

Filed2026-07-24

IWM

ISHARES TR

0.00%

Shares2.5K

Event2026-06-30

Filed2026-07-24

SNPS

SYNOPSYS INC

0.00%

Shares1.7K

Event2026-06-30

Filed2026-07-24

IWR

ISHARES TR

0.00%

Shares6.4K

Event2026-06-30

Filed2026-07-24

CGNX

COGNEX CORP

0.00%

Shares9.7K

Event2026-06-30

Filed2026-07-24

APPLIED MATLS INC

0.00%

Shares936

Event2026-06-30

Filed2026-07-24

ISHARES TR

0.00%

Shares6.8K

Event2026-06-30

Filed2026-07-24

MSI

MOTOROLA SOLUTIONS INC

0.00%

Shares1.6K

Event2026-06-30

Filed2026-07-24

MPC

MARATHON PETE CORP

0.00%

Shares2.6K

Event2026-06-30

Filed2026-07-24

GEV

GE VERNOVA INC

0.00%

Shares546

Event2026-06-30

Filed2026-07-24

BMOP

BNY MELLON ETF TRUST II

0.00%

Shares25.3K

Event2026-06-30

Filed2026-07-24

IVE

ISHARES TR

0.00%

Shares2.8K

Event2026-06-30

Filed2026-07-24

GNTX

GENTEX CORP

0.00%

Shares24.4K

Event2026-06-30

Filed2026-07-24

DHR

DANAHER CORP DEL

4.17%

Shares3.1K

Event2026-06-30

Filed2026-07-24

BAC

BANK OF AMER CORP

0.00%

Shares9.7K

Event2026-06-30

Filed2026-07-24

SERVICENOW INC

4.02%

Shares5.2K

Event2026-06-30

Filed2026-07-24

CHE

CHEMED CORP NEW

0.00%

Shares1.1K

Event2026-06-30

Filed2026-07-24

BRK.B

BERKSHIRE HATHAWAY INC DEL

2.34%

Shares1.0K

Event2026-06-30

Filed2026-07-24

HWM

HOWMET AEROSPACE INC

0.00%

Shares1.9K

Event2026-06-30

Filed2026-07-24

IBMQ

ISHARES TR

11.32%

Shares19.2K

Event2026-06-30

Filed2026-07-24

LKQ

LKQ CORP

0.00%

Shares16.4K

Event2026-06-30

Filed2026-07-24

SHY

ISHARES TR

0.00%

Shares5.2K

Event2026-06-30

Filed2026-07-24

VNQ

VANGUARD INDEX FDS

0.00%

Shares4.3K

Event2026-06-30

Filed2026-07-24

CISCO SYS INC

0.00%

Shares3.5K

Event2026-06-30

Filed2026-07-24

IWS

ISHARES TR

0.00%

Shares2.3K

Event2026-06-30

Filed2026-07-24

QQQ

INVESCO QQQ TR

0.00%

Shares497

Event2026-06-30

Filed2026-07-24

GILD

GILEAD SCIENCES INC

0.00%

Shares2.7K

Event2026-06-30

Filed2026-07-24

IEMG

ISHARES INC

0.00%

Shares4.0K

Event2026-06-30

Filed2026-07-24

CSGP

COSTAR GROUP INC

0.00%

Shares11.4K

Event2026-06-30

Filed2026-07-24

WST

WEST PHARMACEUTICAL SVSC INC

New

Shares771

Event2026-06-30

Filed2026-07-24

ENTG

ENTEGRIS INC

New

Shares1.5K

Event2026-06-30

Filed2026-07-24

JOHNSON CONTROLS INTERNATION

0.00%

Shares1.9K

Event2026-06-30

Filed2026-07-24

GOLDMAN SACHS GROUP INC

0.00%

Shares265

Event2026-06-30

Filed2026-07-24

IJH

ISHARES TR

New

Shares3.4K

Event2026-06-30

Filed2026-07-24

HOME DEPOT INC

0.00%

Shares713

Event2026-06-30

Filed2026-07-24

MASTERCARD INCORPORATED

0.00%

Shares484

Event2026-06-30

Filed2026-07-24

MUB

ISHARES TR

0.00%

Shares2.1K

Event2026-06-30

Filed2026-07-24

CME

CME GROUP INC

0.00%

Shares925

Event2026-06-30

Filed2026-07-24

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available