POSTROCK PARTNERS LLC
CIK: 0002053668SEC EDGAR →
Portfolio Value
$230.2B
Holdings
80
As of
Q4 2025
New Positions
80
Closed Positions
0
Portfolio Value History
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | APPLE INC | 143,584 | $39.0B | 16.96% |
| 2 | BERKSHIRE HATHAWAY INC DEL | 44 | $33.2B | 14.43% |
| 3 | ALPHABET INC | 48,158 | $15.1B | 6.55% |
| 4 | FASTENAL CO | 338,720 | $13.6B | 5.91% |
| 5 | ISHARES TR | 16,755 | $11.5B | 4.99% |
| 6 | BOOKING HOLDINGS INC | 1,966 | $10.5B | 4.57% |
| 7 | VISA INC | 28,506 | $10.0B | 4.34% |
| 8 | ALPHABET INC | 27,890 | $8.8B | 3.80% |
| 9 | NVIDIA CORPORATION | 44,988 | $8.4B | 3.65% |
| 10 | QUALCOMM INC | 36,024 | $6.2B | 2.68% |
Quarterly Changes
Top Sells
No sells this quarter
New Positions (80)
$39.0B · 144K shares
$33.2B · 44 shares
$15.1B · 48K shares
$13.6B · 339K shares
$11.5B · 17K shares
$10.5B · 2K shares
$10.0B · 29K shares
$8.8B · 28K shares
$8.4B · 45K shares
$6.2B · 36K shares
$4.1B · 18K shares
$3.3B · 40K shares
$3.2B · 10K shares
$3.1B · 17K shares
$2.7B · 5K shares
$2.7B · 33K shares
$2.5B · 23K shares
$2.5B · 97K shares
$2.4B · 11K shares
$2.3B · 10K shares
$2.3B · 5K shares
$2.1B · 42K shares
$1.9B · 9K shares
$1.8B · 18K shares
$1.7B · 10K shares
$1.6B · 27K shares
$1.6B · 6K shares
$1.5B · 15K shares
$1.5B · 15K shares
$1.3B · 2K shares
$1.2B · 7K shares
$1.2B · 21K shares
$1.2B · 1K shares
$1.2B · 30K shares
$1.1B · 4K shares
$1.1B · 6K shares
$930.0M · 36K shares
$896.0M · 8K shares
$895.0M · 1K shares
$866.0M · 9K shares
$790.0M · 2K shares
$771.0M · 5K shares
$769.0M · 11K shares
$686.0M · 3K shares
$677.0M · 7K shares
$620.0M · 2K shares
$616.0M · 3K shares
$613.0M · 6K shares
$593.0M · 11K shares
$586.0M · 3K shares
$576.0M · 5K shares
$571.0M · 25K shares
$534.0M · 10K shares
$496.0M · 16K shares
$493.0M · 981 shares
$471.0M · 1K shares
$430.0M · 17K shares
$430.0M · 5K shares
$417.0M · 3K shares
$383.0M · 4K shares
$379.0M · 2K shares
$356.0M · 546 shares
$348.0M · 10K shares
$329.0M · 3K shares
$325.0M · 2K shares
$318.0M · 481 shares
$305.0M · 497 shares
$285.0M · 630 shares
$276.0M · 484 shares
$268.0M · 4K shares
$267.0M · 3K shares
$254.0M · 721 shares
$252.0M · 925 shares
$245.0M · 713 shares
$240.0M · 936 shares
$239.0M · 904 shares
$232.0M · 265 shares
$225.0M · 2K shares
$222.0M · 2K shares
$212.0M · 771 shares
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Technology | 18 | $70.4B | 30.6% |
| Financial Services | 27 | $41.5B | 18.0% |
| Unknown | 5 | $36.2B | 15.7% |
| Industrials | 8 | $24.2B | 10.5% |
| Communication Services | 2 | $23.8B | 10.4% |
| Consumer Cyclical | 7 | $22.3B | 9.7% |
| Healthcare | 6 | $5.3B | 2.3% |
| Consumer Defensive | 2 | $3.4B | 1.5% |
| Real Estate | 2 | $1.8B | 0.8% |
| Utilities | 2 | $610.0M | 0.3% |
| Energy | 1 | $417.0M | 0.2% |