Sponsored

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

Currently, POSTROCK PARTNERS LLC holds 82 types of securities in its portfolio with a total value $216.2M. In the most recent quarter, they have increased their positions in N/A (+25.3K shares, valued at $624.2K), IVV (+728 shares, valued at $475.5K), LHX (+662 shares, valued at $228.5K); decreased their positions in SPY (-164 shares, valued at $106.7K), LOPE (-43 shares, valued at $7.3K), MU (-17 shares, valued at $5.7K); initiated new positions in N/A (+25.3K shares, valued at $624.2K), LHX (+662 shares, valued at $228.5K), N/A (+3.5K shares, valued at $225.3K).

1M P&L

+13.9M+7.03%

3M P&L

+14.1M+7.11%

HY P&L

+12.8M+6.41%

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/A54.5M

28.7%

2Consumer Electronics36.5M

19.2%

3Semiconductors16.2M

8.5%

Top Industries by Stock Count

1N/A18 stocks

24.3%

2Semiconductors4 stocks

5.4%

3Software - Application4 stocks

5.4%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

AAPL APPLE INC143.6K shares0.03%2026-03-312026-05-06

BRK.A BERKSHIRE HATHAWAY INC DEL44 shares0.00%2026-03-312026-05-06

FAST FASTENAL CO338.7K shares0.00%2026-03-312026-05-06

ALPHABET INC ALPHABET INC48.2K shares0.00%2026-03-312026-05-06

IVV ISHARES TR17.5K shares4.34%2026-03-312026-05-06

V VISA INC28.5K shares0.00%2026-03-312026-05-06

BKNG BOOKING HOLDINGS INC2.0K shares0.00%2026-03-312026-05-06

ALPHABET INC ALPHABET INC27.9K shares0.00%2026-03-312026-05-06

Sponsored

NVDA NVIDIA CORPORATION45.0K shares0.00%2026-03-312026-05-06

QCOM QUALCOMM INC36.0K shares0.00%2026-03-312026-05-06

ROST ROSS STORES INC17.3K shares0.00%2026-03-312026-05-06

AMZN AMAZON COM INC17.7K shares0.00%2026-03-312026-05-06

WMT WALMART INC22.9K shares0.00%2026-03-312026-05-06

HEI HEICO CORP NEW9.9K shares0.00%2026-03-312026-05-06

IBMP ISHARES TR96.6K shares0.02%2026-03-312026-05-06

CTSH COGNIZANT TECHNOLOGY SOLUTIO39.5K shares0.00%2026-03-312026-05-06

Sponsored

UBER UBER TECHNOLOGIES INC32.6K shares0.00%2026-03-312026-05-06

SPGI S&P GLOBAL INC5.2K shares0.00%2026-03-312026-05-06

VRSK VERISK ANALYTICS INC10.5K shares0.00%2026-03-312026-05-06

TSCO TRACTOR SUPPLY CO42.2K shares0.00%2026-03-312026-05-06

MU MICRON TECHNOLOGY INC5.5K shares-0.31%2026-03-312026-05-06

AMD ADVANCED MICRO DEVICES INC9.1K shares0.00%2026-03-312026-05-06

VEEV VEEVA SYS INC10.5K shares0.00%2026-03-312026-05-06

LOPE GRAND CANYON ED INC10.4K shares-0.41%2026-03-312026-05-06

Sponsored

MSFT MICROSOFT CORP4.7K shares0.00%2026-03-312026-05-06

RB GLOBAL INC RB GLOBAL INC17.8K shares0.00%2026-03-312026-05-06

UPS UNITED PARCEL SVCS INC14.9K shares0.00%2026-03-312026-05-06

ROL ROLLINS INC27.2K shares0.00%2026-03-312026-05-06

SCHW SCHWAB CHARLES CORP15.1K shares0.00%2026-03-312026-05-06

SPY STATE STR SPDR S&P 500 ETF T1.8K shares-8.35%2026-03-312026-05-06

TECH BIO-TECHNE CORP21.0K shares-0.38%2026-03-312026-05-06

BLACKROCK INC BLACKROCK INC1.1K shares0.00%2026-03-312026-05-06

Sponsored

PANW PALO ALTO NETWORKS INC6.8K shares0.82%2026-03-312026-05-06

AMT AMERICAN TOWER CORP6.0K shares0.00%2026-03-312026-05-06

COST COSTCO WHOLESALE CORPORATION1.0K shares0.00%2026-03-312026-05-06

JPM JPMORGAN CHASE & CO3.5K shares0.00%2026-03-312026-05-06

CPRT COPART INC30.2K shares0.00%2026-03-312026-05-06

IBMO ISHARES TR36.7K shares0.96%2026-03-312026-05-06

SUB ISHARES TR8.4K shares0.00%2026-03-312026-05-06

EMB ISHARES TR9.0K shares0.00%2026-03-312026-05-06

Sponsored

MSI MOTOROLA SOLUTIONS INC1.6K shares-0.31%2026-03-312026-05-06

AGG ISHARES TR6.8K shares0.00%2026-03-312026-05-06

SNPS SYNOPSYS INC1.7K shares0.00%2026-03-312026-05-06

MPC MARATHON PETE CORP2.6K shares0.00%2026-03-312026-05-06

BNY MELLON ETF TRUST II BNY MELLON ETF TRUST II25.3K sharesnew addition2026-03-312026-05-06

IWM ISHARES TR2.5K shares0.00%2026-03-312026-05-06

IWR ISHARES TR6.4K shares0.00%2026-03-312026-05-06

IJR ISHARES TR4.8K shares0.00%2026-03-312026-05-06

Sponsored

IVE ISHARES TR2.8K shares0.00%2026-03-312026-05-06

DHR DANAHER CORP DEL3.0K shares0.00%2026-03-312026-05-06

GNTX GENTEX CORP24.4K shares-0.55%2026-03-312026-05-06

NOW SERVICENOW INC5.0K shares-0.20%2026-03-312026-05-06

LKQ LKQ CORP16.4K shares0.00%2026-03-312026-05-06

GEV GE VERNOVA INC546 shares0.00%2026-03-312026-05-06

CGNX COGNEX CORP9.7K shares0.00%2026-03-312026-05-06

BAC BANK AMERICA CORP9.7K shares0.00%2026-03-312026-05-06

Sponsored

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL981 shares0.00%2026-03-312026-05-06

CSGP COSTAR GROUP INC11.4K shares0.00%2026-03-312026-05-06

IBMQ ISHARES TR17.2K shares2.32%2026-03-312026-05-06

SHY ISHARES TR5.2K shares0.00%2026-03-312026-05-06

HWM HOWMET AEROSPACE INC1.9K shares0.00%2026-03-312026-05-06

CHE CHEMED CORP NEW1.1K shares0.00%2026-03-312026-05-06

VNQ VANGUARD INDEX FDS4.3K shares0.00%2026-03-312026-05-06

GILD GILEAD SCIENCES INC2.7K shares0.00%2026-03-312026-05-06

Sponsored

IWS ISHARES TR2.3K shares0.00%2026-03-312026-05-06

AMAT APPLIED MATLS INC936 shares0.00%2026-03-312026-05-06

INVESCO QQQ TR INVESCO QQQ TR497 shares0.00%2026-03-312026-05-06

IEMG ISHARES INC4.0K shares0.00%2026-03-312026-05-06

CME CME GROUP INC925 shares0.00%2026-03-312026-05-06

CSCO CISCO SYS INC3.5K shares0.00%2026-03-312026-05-06

JCI JOHNSON CONTROLS INTERNATION1.9K shares0.00%2026-03-312026-05-06

MA MASTERCARD INCORPORATED484 shares0.00%2026-03-312026-05-06

Sponsored

HD HOME DEPOT INC713 shares0.00%2026-03-312026-05-06

LHX L3HARRIS TECHNOLOGIES INC662 sharesnew addition2026-03-312026-05-06

EQT CORP EQT CORP3.5K sharesnew addition2026-03-312026-05-06

GS GOLDMAN SACHS GROUP INC265 shares0.00%2026-03-312026-05-06

MUB ISHARES TR2.1K shares0.00%2026-03-312026-05-06

T AT&T INC7.5K sharesnew addition2026-03-312026-05-06

TYL TYLER TECHNOLOGIES INC630 shares0.00%2026-03-312026-05-06

ENSG ENSIGN GROUP INC1.0K sharesnew addition2026-03-312026-05-06

Sponsored

INTU INTUIT481 shares0.00%2026-03-312026-05-06

CEG CONSTELLATION ENERGY CORP721 shares0.00%2026-03-312026-05-06

AAPL

APPLE INC

0.03%

Shares143.6K

Event2026-03-31

Filed2026-05-06

BRK.A

BERKSHIRE HATHAWAY INC DEL

0.00%

Shares44

Event2026-03-31

Filed2026-05-06

FAST

FASTENAL CO

0.00%

Shares338.7K

Event2026-03-31

Filed2026-05-06

ALPHABET INC

0.00%

Shares48.2K

Event2026-03-31

Filed2026-05-06

IVV

ISHARES TR

4.34%

Shares17.5K

Event2026-03-31

Filed2026-05-06

VISA INC

0.00%

Shares28.5K

Event2026-03-31

Filed2026-05-06

BKNG

BOOKING HOLDINGS INC

0.00%

Shares2.0K

Event2026-03-31

Filed2026-05-06

ALPHABET INC

0.00%

Shares27.9K

Event2026-03-31

Filed2026-05-06

NVDA

NVIDIA CORPORATION

0.00%

Shares45.0K

Event2026-03-31

Filed2026-05-06

QCOM

QUALCOMM INC

0.00%

Shares36.0K

Event2026-03-31

Filed2026-05-06

ROST

ROSS STORES INC

0.00%

Shares17.3K

Event2026-03-31

Filed2026-05-06

AMZN

AMAZON COM INC

0.00%

Shares17.7K

Event2026-03-31

Filed2026-05-06

WMT

WALMART INC

0.00%

Shares22.9K

Event2026-03-31

Filed2026-05-06

HEI

HEICO CORP NEW

0.00%

Shares9.9K

Event2026-03-31

Filed2026-05-06

IBMP

ISHARES TR

0.02%

Shares96.6K

Event2026-03-31

Filed2026-05-06

CTSH

COGNIZANT TECHNOLOGY SOLUTIO

0.00%

Shares39.5K

Event2026-03-31

Filed2026-05-06

UBER

UBER TECHNOLOGIES INC

0.00%

Shares32.6K

Event2026-03-31

Filed2026-05-06

SPGI

S&P GLOBAL INC

0.00%

Shares5.2K

Event2026-03-31

Filed2026-05-06

VRSK

VERISK ANALYTICS INC

0.00%

Shares10.5K

Event2026-03-31

Filed2026-05-06

TSCO

TRACTOR SUPPLY CO

0.00%

Shares42.2K

Event2026-03-31

Filed2026-05-06

MICRON TECHNOLOGY INC

-0.31%

Shares5.5K

Event2026-03-31

Filed2026-05-06

AMD

ADVANCED MICRO DEVICES INC

0.00%

Shares9.1K

Event2026-03-31

Filed2026-05-06

VEEV

VEEVA SYS INC

0.00%

Shares10.5K

Event2026-03-31

Filed2026-05-06

LOPE

GRAND CANYON ED INC

-0.41%

Shares10.4K

Event2026-03-31

Filed2026-05-06

MSFT

MICROSOFT CORP

0.00%

Shares4.7K

Event2026-03-31

Filed2026-05-06

RB GLOBAL INC

0.00%

Shares17.8K

Event2026-03-31

Filed2026-05-06

UPS

UNITED PARCEL SVCS INC

0.00%

Shares14.9K

Event2026-03-31

Filed2026-05-06

ROL

ROLLINS INC

0.00%

Shares27.2K

Event2026-03-31

Filed2026-05-06

SCHW

SCHWAB CHARLES CORP

0.00%

Shares15.1K

Event2026-03-31

Filed2026-05-06

SPY

STATE STR SPDR S&P 500 ETF T

-8.35%

Shares1.8K

Event2026-03-31

Filed2026-05-06

TECH

BIO-TECHNE CORP

-0.38%

Shares21.0K

Event2026-03-31

Filed2026-05-06

BLACKROCK INC

0.00%

Shares1.1K

Event2026-03-31

Filed2026-05-06

PANW

PALO ALTO NETWORKS INC

0.82%

Shares6.8K

Event2026-03-31

Filed2026-05-06

AMT

AMERICAN TOWER CORP

0.00%

Shares6.0K

Event2026-03-31

Filed2026-05-06

COST

COSTCO WHOLESALE CORPORATION

0.00%

Shares1.0K

Event2026-03-31

Filed2026-05-06

JPM

JPMORGAN CHASE & CO

0.00%

Shares3.5K

Event2026-03-31

Filed2026-05-06

CPRT

COPART INC

0.00%

Shares30.2K

Event2026-03-31

Filed2026-05-06

IBMO

ISHARES TR

0.96%

Shares36.7K

Event2026-03-31

Filed2026-05-06

SUB

ISHARES TR

0.00%

Shares8.4K

Event2026-03-31

Filed2026-05-06

EMB

ISHARES TR

0.00%

Shares9.0K

Event2026-03-31

Filed2026-05-06

MSI

MOTOROLA SOLUTIONS INC

-0.31%

Shares1.6K

Event2026-03-31

Filed2026-05-06

AGG

ISHARES TR

0.00%

Shares6.8K

Event2026-03-31

Filed2026-05-06

SNPS

SYNOPSYS INC

0.00%

Shares1.7K

Event2026-03-31

Filed2026-05-06

MPC

MARATHON PETE CORP

0.00%

Shares2.6K

Event2026-03-31

Filed2026-05-06

BNY MELLON ETF TRUST II

New

Shares25.3K

Event2026-03-31

Filed2026-05-06

IWM

ISHARES TR

0.00%

Shares2.5K

Event2026-03-31

Filed2026-05-06

IWR

ISHARES TR

0.00%

Shares6.4K

Event2026-03-31

Filed2026-05-06

IJR

ISHARES TR

0.00%

Shares4.8K

Event2026-03-31

Filed2026-05-06

IVE

ISHARES TR

0.00%

Shares2.8K

Event2026-03-31

Filed2026-05-06

DHR

DANAHER CORP DEL

0.00%

Shares3.0K

Event2026-03-31

Filed2026-05-06

GNTX

GENTEX CORP

-0.55%

Shares24.4K

Event2026-03-31

Filed2026-05-06

NOW

SERVICENOW INC

-0.20%

Shares5.0K

Event2026-03-31

Filed2026-05-06

LKQ

LKQ CORP

0.00%

Shares16.4K

Event2026-03-31

Filed2026-05-06

GEV

GE VERNOVA INC

0.00%

Shares546

Event2026-03-31

Filed2026-05-06

CGNX

COGNEX CORP

0.00%

Shares9.7K

Event2026-03-31

Filed2026-05-06

BAC

BANK AMERICA CORP

0.00%

Shares9.7K

Event2026-03-31

Filed2026-05-06

BERKSHIRE HATHAWAY INC DEL

0.00%

Shares981

Event2026-03-31

Filed2026-05-06

CSGP

COSTAR GROUP INC

0.00%

Shares11.4K

Event2026-03-31

Filed2026-05-06

IBMQ

ISHARES TR

2.32%

Shares17.2K

Event2026-03-31

Filed2026-05-06

SHY

ISHARES TR

0.00%

Shares5.2K

Event2026-03-31

Filed2026-05-06

HWM

HOWMET AEROSPACE INC

0.00%

Shares1.9K

Event2026-03-31

Filed2026-05-06

CHE

CHEMED CORP NEW

0.00%

Shares1.1K

Event2026-03-31

Filed2026-05-06

VNQ

VANGUARD INDEX FDS

0.00%

Shares4.3K

Event2026-03-31

Filed2026-05-06

GILD

GILEAD SCIENCES INC

0.00%

Shares2.7K

Event2026-03-31

Filed2026-05-06

IWS

ISHARES TR

0.00%

Shares2.3K

Event2026-03-31

Filed2026-05-06

AMAT

APPLIED MATLS INC

0.00%

Shares936

Event2026-03-31

Filed2026-05-06

INVESCO QQQ TR

0.00%

Shares497

Event2026-03-31

Filed2026-05-06

IEMG

ISHARES INC

0.00%

Shares4.0K

Event2026-03-31

Filed2026-05-06

CME

CME GROUP INC

0.00%

Shares925

Event2026-03-31

Filed2026-05-06

CSCO

CISCO SYS INC

0.00%

Shares3.5K

Event2026-03-31

Filed2026-05-06

JCI

JOHNSON CONTROLS INTERNATION

0.00%

Shares1.9K

Event2026-03-31

Filed2026-05-06

MASTERCARD INCORPORATED

0.00%

Shares484

Event2026-03-31

Filed2026-05-06

HOME DEPOT INC

0.00%

Shares713

Event2026-03-31

Filed2026-05-06

LHX

L3HARRIS TECHNOLOGIES INC

New

Shares662

Event2026-03-31

Filed2026-05-06

EQT CORP

New

Shares3.5K

Event2026-03-31

Filed2026-05-06

GOLDMAN SACHS GROUP INC

0.00%

Shares265

Event2026-03-31

Filed2026-05-06

MUB

ISHARES TR

0.00%

Shares2.1K

Event2026-03-31

Filed2026-05-06

AT&T INC

New

Shares7.5K

Event2026-03-31

Filed2026-05-06

TYL

TYLER TECHNOLOGIES INC

0.00%

Shares630

Event2026-03-31

Filed2026-05-06

ENSG

ENSIGN GROUP INC

New

Shares1.0K

Event2026-03-31

Filed2026-05-06

INTU

INTUIT

0.00%

Shares481

Event2026-03-31

Filed2026-05-06

CEG

CONSTELLATION ENERGY CORP

0.00%

Shares721

Event2026-03-31

Filed2026-05-06

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available