POSTROCK PARTNERS LLC
CIK: 0002053668SEC EDGAR →
Portfolio Value
$230.2M
Holdings
80
As of
Q4 2025
New Positions
80
Closed Positions
0
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | APPLE INC | 143,584 | $39.0M | 16.96% |
| 2 | BERKSHIRE HATHAWAY INC DEL | 44 | $33.2M | 14.43% |
| 3 | ALPHABET INC | 48,158 | $15.1M | 6.55% |
| 4 | FASTENAL CO | 338,720 | $13.6M | 5.91% |
| 5 | ISHARES TR | 16,755 | $11.5M | 4.99% |
| 6 | BOOKING HOLDINGS INC | 1,966 | $10.5M | 4.57% |
| 7 | VISA INC | 28,506 | $10.0M | 4.34% |
| 8 | ALPHABET INC | 27,890 | $8.8M | 3.80% |
| 9 | NVIDIA CORPORATION | 44,988 | $8.4M | 3.65% |
| 10 | QUALCOMM INC | 36,024 | $6.2M | 2.68% |
Quarterly Changes
Top Sells
No sells this quarter
New Positions (80)
$39.0M · 144K shares
$33.2M · 44 shares
$15.1M · 48K shares
$13.6M · 339K shares
$11.5M · 17K shares
$10.5M · 2K shares
$10.0M · 29K shares
$8.8M · 28K shares
$8.4M · 45K shares
$6.2M · 36K shares
$4.1M · 18K shares
$3.3M · 40K shares
$3.2M · 10K shares
$3.1M · 17K shares
$2.7M · 5K shares
$2.7M · 33K shares
$2.5M · 23K shares
$2.5M · 97K shares
$2.4M · 11K shares
$2.3M · 10K shares
$2.3M · 5K shares
$2.1M · 42K shares
$1.9M · 9K shares
$1.8M · 18K shares
$1.7M · 10K shares
$1.6M · 27K shares
$1.6M · 6K shares
$1.5M · 15K shares
$1.5M · 15K shares
$1.3M · 2K shares
$1.2M · 7K shares
$1.2M · 21K shares
$1.2M · 1K shares
$1.2M · 30K shares
$1.1M · 4K shares
$1.1M · 6K shares
$930K · 36K shares
$896K · 8K shares
$895K · 1K shares
$866K · 9K shares
$790K · 2K shares
$771K · 5K shares
$769K · 11K shares
$686K · 3K shares
$677K · 7K shares
$620K · 2K shares
$616K · 3K shares
$613K · 6K shares
$593K · 11K shares
$586K · 3K shares
$576K · 5K shares
$571K · 25K shares
$534K · 10K shares
$496K · 16K shares
$493K · 981 shares
$471K · 1K shares
$430K · 17K shares
$430K · 5K shares
$417K · 3K shares
$383K · 4K shares
$379K · 2K shares
$356K · 546 shares
$348K · 10K shares
$329K · 3K shares
$325K · 2K shares
$318K · 481 shares
$305K · 497 shares
$285K · 630 shares
$276K · 484 shares
$268K · 4K shares
$267K · 3K shares
$254K · 721 shares
$252K · 925 shares
$245K · 713 shares
$240K · 936 shares
$239K · 904 shares
$232K · 265 shares
$225K · 2K shares
$222K · 2K shares
$212K · 771 shares
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Technology | 18 | $70.4M | 30.6% |
| Financial Services | 27 | $41.5M | 18.0% |
| Unknown | 5 | $36.2M | 15.7% |
| Industrials | 8 | $24.2M | 10.5% |
| Communication Services | 2 | $23.8M | 10.4% |
| Consumer Cyclical | 7 | $22.3M | 9.7% |
| Healthcare | 6 | $5.3M | 2.3% |
| Consumer Defensive | 2 | $3.4M | 1.5% |
| Real Estate | 2 | $1.8M | 0.8% |
| Utilities | 2 | $610K | 0.3% |
| Energy | 1 | $417K | 0.2% |