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
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
AAPL
0.00%APPLE INC
Shares143.6K
Event2026-06-30
Filed2026-07-24
BRK.A
0.00%BERKSHIRE HATHAWAY INC DEL
Shares44
Event2026-06-30
Filed2026-07-24
GOOGL
0.00%ALPHABET INC
Shares48.2K
Event2026-06-30
Filed2026-07-24
FAST
0.00%FASTENAL CO
Shares338.7K
Event2026-06-30
Filed2026-07-24
ISHARES TR
5.94%ISHARES TR
Shares18.5K
Event2026-06-30
Filed2026-07-24
GOOG
0.00%ALPHABET INC
Shares27.9K
Event2026-06-30
Filed2026-07-24
VISA INC
0.00%VISA INC
Shares28.5K
Event2026-06-30
Filed2026-07-24
NVDA
0.08%NVIDIA CORPORATION
Shares45.0K
Event2026-06-30
Filed2026-07-24
BKNG
2400.00%BOOKING HOLDINGS INC
Shares49.1K
Event2026-06-30
Filed2026-07-24
QCOM
0.00%QUALCOMM INC
Shares36.0K
Event2026-06-30
Filed2026-07-24
MU
0.00%MICRON TECHNOLOGY INC
Shares5.5K
Event2026-06-30
Filed2026-07-24
AMD
0.00%ADVANCED MICRO DEVICES INC
Shares9.1K
Event2026-06-30
Filed2026-07-24
AMZN
0.17%AMAZON COM INC
Shares17.7K
Event2026-06-30
Filed2026-07-24
ROST
0.00%ROSS STORES INC
Shares17.3K
Event2026-06-30
Filed2026-07-24
HEI
0.00%HEICO CORP NEW
Shares9.9K
Event2026-06-30
Filed2026-07-24
WMT
0.00%WALMART INC
Shares22.9K
Event2026-06-30
Filed2026-07-24
IBMP
2.02%ISHARES TR
Shares98.6K
Event2026-06-30
Filed2026-07-24
UBER
0.84%UBER TECHNOLOGIES INC
Shares32.9K
Event2026-06-30
Filed2026-07-24
PANW
0.00%PALO ALTO NETWORKS INC
Shares6.8K
Event2026-06-30
Filed2026-07-24
S&P GLOBAL INC
0.37%S&P GLOBAL INC
Shares5.2K
Event2026-06-30
Filed2026-07-24
RBA
0.00%RB GLOBAL INC
Shares17.8K
Event2026-06-30
Filed2026-07-24
VRSK
0.00%VERISK ANALYTICS INC
Shares10.5K
Event2026-06-30
Filed2026-07-24
VEEV
0.00%VEEVA SYS INC
Shares10.5K
Event2026-06-30
Filed2026-07-24
MSFT
1.49%MICROSOFT CORP
Shares4.8K
Event2026-06-30
Filed2026-07-24
UPS
0.00%UNITED PARCEL SVCS INC
Shares14.9K
Event2026-06-30
Filed2026-07-24
CTSH
0.00%COGNIZANT TECHNOLOGY SOLUTIO
Shares39.5K
Event2026-06-30
Filed2026-07-24
LOPE
0.00%GRAND CANYON ED INC
Shares10.4K
Event2026-06-30
Filed2026-07-24
TECH
0.00%BIO-TECHNE CORP
Shares21.0K
Event2026-06-30
Filed2026-07-24
SCHW
2.43%SCHWAB CHARLES CORP
Shares15.4K
Event2026-06-30
Filed2026-07-24
STATE STR SPDR S&P 500 ETF T
0.00%STATE STR SPDR S&P 500 ETF T
Shares1.8K
Event2026-06-30
Filed2026-07-24
TSCO
0.00%TRACTOR SUPPLY CO
Shares42.2K
Event2026-06-30
Filed2026-07-24
JPMORGAN CHASE & CO
0.00%JPMORGAN CHASE & CO
Shares3.5K
Event2026-06-30
Filed2026-07-24
ROL
0.00%ROLLINS INC
Shares27.2K
Event2026-06-30
Filed2026-07-24
BLK
0.00%BLACKROCK INC
Shares1.1K
Event2026-06-30
Filed2026-07-24
IBMO
5.32%ISHARES TR
Shares38.6K
Event2026-06-30
Filed2026-07-24
AMT
0.00%AMERICAN TOWER CORP
Shares6.0K
Event2026-06-30
Filed2026-07-24
COSTCO WHOLESALE CORPORATION
0.00%COSTCO WHOLESALE CORPORATION
Shares1.0K
Event2026-06-30
Filed2026-07-24
SUB
0.00%ISHARES TR
Shares8.4K
Event2026-06-30
Filed2026-07-24
EMB
0.00%ISHARES TR
Shares9.0K
Event2026-06-30
Filed2026-07-24
CPRT
0.00%COPART INC
Shares30.2K
Event2026-06-30
Filed2026-07-24
IJR
13.35%ISHARES TR
Shares5.4K
Event2026-06-30
Filed2026-07-24
IWM
0.00%ISHARES TR
Shares2.5K
Event2026-06-30
Filed2026-07-24
SNPS
0.00%SYNOPSYS INC
Shares1.7K
Event2026-06-30
Filed2026-07-24
IWR
0.00%ISHARES TR
Shares6.4K
Event2026-06-30
Filed2026-07-24
CGNX
0.00%COGNEX CORP
Shares9.7K
Event2026-06-30
Filed2026-07-24
APPLIED MATLS INC
0.00%APPLIED MATLS INC
Shares936
Event2026-06-30
Filed2026-07-24
ISHARES TR
0.00%ISHARES TR
Shares6.8K
Event2026-06-30
Filed2026-07-24
MSI
0.00%MOTOROLA SOLUTIONS INC
Shares1.6K
Event2026-06-30
Filed2026-07-24
MPC
0.00%MARATHON PETE CORP
Shares2.6K
Event2026-06-30
Filed2026-07-24
GEV
0.00%GE VERNOVA INC
Shares546
Event2026-06-30
Filed2026-07-24
BMOP
0.00%BNY MELLON ETF TRUST II
Shares25.3K
Event2026-06-30
Filed2026-07-24
IVE
0.00%ISHARES TR
Shares2.8K
Event2026-06-30
Filed2026-07-24
GNTX
0.00%GENTEX CORP
Shares24.4K
Event2026-06-30
Filed2026-07-24
DHR
4.17%DANAHER CORP DEL
Shares3.1K
Event2026-06-30
Filed2026-07-24
BAC
0.00%BANK OF AMER CORP
Shares9.7K
Event2026-06-30
Filed2026-07-24
SERVICENOW INC
4.02%SERVICENOW INC
Shares5.2K
Event2026-06-30
Filed2026-07-24
CHE
0.00%CHEMED CORP NEW
Shares1.1K
Event2026-06-30
Filed2026-07-24
BRK.B
2.34%BERKSHIRE HATHAWAY INC DEL
Shares1.0K
Event2026-06-30
Filed2026-07-24
HWM
0.00%HOWMET AEROSPACE INC
Shares1.9K
Event2026-06-30
Filed2026-07-24
IBMQ
11.32%ISHARES TR
Shares19.2K
Event2026-06-30
Filed2026-07-24
LKQ
0.00%LKQ CORP
Shares16.4K
Event2026-06-30
Filed2026-07-24
SHY
0.00%ISHARES TR
Shares5.2K
Event2026-06-30
Filed2026-07-24
VNQ
0.00%VANGUARD INDEX FDS
Shares4.3K
Event2026-06-30
Filed2026-07-24
CISCO SYS INC
0.00%CISCO SYS INC
Shares3.5K
Event2026-06-30
Filed2026-07-24
IWS
0.00%ISHARES TR
Shares2.3K
Event2026-06-30
Filed2026-07-24
QQQ
0.00%INVESCO QQQ TR
Shares497
Event2026-06-30
Filed2026-07-24
GILD
0.00%GILEAD SCIENCES INC
Shares2.7K
Event2026-06-30
Filed2026-07-24
IEMG
0.00%ISHARES INC
Shares4.0K
Event2026-06-30
Filed2026-07-24
CSGP
0.00%COSTAR GROUP INC
Shares11.4K
Event2026-06-30
Filed2026-07-24
WST
NewWEST PHARMACEUTICAL SVSC INC
Shares771
Event2026-06-30
Filed2026-07-24
ENTG
NewENTEGRIS INC
Shares1.5K
Event2026-06-30
Filed2026-07-24
JOHNSON CONTROLS INTERNATION
0.00%JOHNSON CONTROLS INTERNATION
Shares1.9K
Event2026-06-30
Filed2026-07-24
GS
0.00%GOLDMAN SACHS GROUP INC
Shares265
Event2026-06-30
Filed2026-07-24
IJH
NewISHARES TR
Shares3.4K
Event2026-06-30
Filed2026-07-24
HD
0.00%HOME DEPOT INC
Shares713
Event2026-06-30
Filed2026-07-24
MASTERCARD INCORPORATED
0.00%MASTERCARD INCORPORATED
Shares484
Event2026-06-30
Filed2026-07-24
MUB
0.00%ISHARES TR
Shares2.1K
Event2026-06-30
Filed2026-07-24
CME
0.00%CME GROUP INC
Shares925
Event2026-06-30
Filed2026-07-24
Call Option Holdings
No call option holdings data available
No call option holdings data available
Put Option Holdings
No put option holdings data available
No put option holdings data available