Postrock Partners as of Sept. 30, 2025
Portfolio Holdings for Postrock Partners
Postrock Partners holds 83 positions in its portfolio as reported in the September 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Apple (AAPL) | 16.2 | $37M | 144k | 254.63 | |
| Berkshire Hathaway Inc Del Cl A (BRK.A) | 14.7 | $33M | 44.00 | 754200.00 | |
| Fastenal Company (FAST) | 7.3 | $17M | 339k | 49.04 | |
| Alphabet Cap Stk Cl A (GOOGL) | 5.2 | $12M | 48k | 243.10 | |
| Ishares Tr Core S&p500 Etf (IVV) | 4.9 | $11M | 16k | 669.30 | |
| Booking Holdings (BKNG) | 4.7 | $11M | 2.0k | 5399.27 | |
| Visa Com Cl A (V) | 4.3 | $9.7M | 29k | 341.38 | |
| NVIDIA Corporation (NVDA) | 3.7 | $8.4M | 45k | 186.58 | |
| Alphabet Cap Stk Cl C (GOOG) | 3.0 | $6.8M | 28k | 243.55 | |
| Qualcomm (QCOM) | 2.7 | $6.0M | 36k | 166.36 | |
| Amazon (AMZN) | 1.7 | $3.9M | 18k | 219.57 | |
| HEICO Corporation (HEI) | 1.4 | $3.2M | 9.9k | 322.82 | |
| Uber Technologies (UBER) | 1.4 | $3.2M | 33k | 97.97 | |
| Veeva Sys Cl A Com (VEEV) | 1.4 | $3.1M | 11k | 297.91 | |
| Cognizant Technology Solutio Cl A (CTSH) | 1.2 | $2.7M | 40k | 67.07 | |
| Verisk Analytics (VRSK) | 1.2 | $2.6M | 11k | 251.51 | |
| Ross Stores (ROST) | 1.2 | $2.6M | 17k | 152.39 | |
| S&p Global (SPGI) | 1.1 | $2.5M | 5.2k | 486.71 | |
| Ishares Tr Ibonds Dec 27 (IBMP) | 1.1 | $2.5M | 97k | 25.48 | |
| Microsoft Corporation (MSFT) | 1.1 | $2.4M | 4.7k | 517.95 | |
| Tractor Supply Company (TSCO) | 1.1 | $2.4M | 42k | 56.87 | |
| Wal-Mart Stores (WMT) | 1.0 | $2.4M | 23k | 103.06 | |
| Grand Canyon Education (LOPE) | 1.0 | $2.3M | 10k | 219.52 | |
| Rb Global (RBA) | 0.9 | $1.9M | 18k | 108.36 | |
| Rollins (ROL) | 0.7 | $1.6M | 27k | 58.74 | |
| Advanced Micro Devices (AMD) | 0.7 | $1.5M | 9.1k | 161.79 | |
| Charles Schwab Corporation (SCHW) | 0.6 | $1.4M | 15k | 95.47 | |
| Palo Alto Networks (PANW) | 0.6 | $1.4M | 6.7k | 203.62 | |
| Copart (CPRT) | 0.6 | $1.4M | 30k | 44.97 | |
| Blackrock (BLK) | 0.6 | $1.3M | 1.1k | 1165.87 | |
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.6 | $1.3M | 2.0k | 666.10 | |
| United Parcel Service CL B (UPS) | 0.6 | $1.2M | 15k | 83.53 | |
| American Tower Reit (AMT) | 0.5 | $1.2M | 6.1k | 192.32 | |
| Bio-techne Corporation (TECH) | 0.5 | $1.2M | 21k | 55.63 | |
| JPMorgan Chase & Co. (JPM) | 0.5 | $1.1M | 3.5k | 315.43 | |
| CoStar (CSGP) | 0.4 | $965k | 11k | 84.37 | |
| Costco Wholesale Corporation (COST) | 0.4 | $961k | 1.0k | 925.63 | |
| Ishares Tr Ibonds Dec 26 (IBMO) | 0.4 | $952k | 37k | 25.66 | |
| Servicenow (NOW) | 0.4 | $927k | 1.0k | 920.28 | |
| Micron Technology (MU) | 0.4 | $922k | 5.5k | 167.32 | |
| Ishares Tr Shrt Nat Mun Etf (SUB) | 0.4 | $897k | 8.4k | 106.78 | |
| Ishares Tr Jpmorgan Usd Emg (EMB) | 0.4 | $857k | 9.0k | 95.19 | |
| Synopsys (SNPS) | 0.4 | $844k | 1.7k | 493.39 | |
| Motorola Solutions Com New (MSI) | 0.3 | $741k | 1.6k | 457.29 | |
| Gentex Corporation (GNTX) | 0.3 | $695k | 25k | 28.30 | |
| Ishares Tr Core Us Aggbd Et (AGG) | 0.3 | $680k | 6.8k | 100.25 | |
| Ishares Tr Rus Mid Cap Etf (IWR) | 0.3 | $616k | 6.4k | 96.55 | |
| Ishares Tr Russell 2000 Etf (IWM) | 0.3 | $606k | 2.5k | 241.96 | |
| Danaher Corporation (DHR) | 0.3 | $600k | 3.0k | 198.26 | |
| Ishares Tr Ibonds Dec 25 (IBMN) | 0.3 | $597k | 22k | 26.79 | |
| Ishares Tr S&p 500 Val Etf (IVE) | 0.3 | $571k | 2.8k | 206.51 | |
| Ishares Tr Core S&p Scp Etf (IJR) | 0.3 | $570k | 4.8k | 118.83 | |
| Us Bancorp Del Com New (USB) | 0.2 | $538k | 11k | 48.33 | |
| LKQ Corporation (LKQ) | 0.2 | $502k | 16k | 30.54 | |
| Bank of America Corporation (BAC) | 0.2 | $502k | 9.7k | 51.59 | |
| Marathon Petroleum Corp (MPC) | 0.2 | $494k | 2.6k | 192.74 | |
| Chemed Corp Com Stk (CHE) | 0.2 | $494k | 1.1k | 447.74 | |
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.2 | $493k | 981.00 | 502.74 | |
| Cognex Corporation (CGNX) | 0.2 | $439k | 9.7k | 45.30 | |
| Ishares Tr Ibonds Dec 28 (IBMQ) | 0.2 | $432k | 17k | 25.64 | |
| Ishares Tr 1 3 Yr Treas Bd (SHY) | 0.2 | $431k | 5.2k | 82.96 | |
| Vanguard Index Fds Real Estate Etf (VNQ) | 0.2 | $396k | 4.3k | 91.42 | |
| Howmet Aerospace (HWM) | 0.2 | $363k | 1.9k | 196.23 | |
| Ge Vernova (GEV) | 0.1 | $336k | 546.00 | 614.90 | |
| Tyler Technologies (TYL) | 0.1 | $330k | 630.00 | 523.16 | |
| Intuit (INTU) | 0.1 | $329k | 481.00 | 682.91 | |
| Ishares Tr Rus Mdcp Val Etf (IWS) | 0.1 | $322k | 2.3k | 139.67 | |
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.1 | $298k | 497.00 | 600.37 | |
| Gilead Sciences (GILD) | 0.1 | $298k | 2.7k | 111.00 | |
| Home Depot (HD) | 0.1 | $289k | 713.00 | 405.19 | |
| Mastercard Incorporated Cl A (MA) | 0.1 | $275k | 484.00 | 568.81 | |
| Ishares Core Msci Emkt (IEMG) | 0.1 | $263k | 4.0k | 65.92 | |
| Cme (CME) | 0.1 | $250k | 925.00 | 270.19 | |
| Ishares Tr Ibonds Dec25 Etf (IBDQ) | 0.1 | $242k | 9.6k | 25.19 | |
| Cisco Systems (CSCO) | 0.1 | $238k | 3.5k | 68.42 | |
| Constellation Energy (CEG) | 0.1 | $237k | 721.00 | 329.07 | |
| Ishares Tr National Mun Etf (MUB) | 0.1 | $221k | 2.1k | 106.49 | |
| salesforce (CRM) | 0.1 | $214k | 904.00 | 237.00 | |
| Goldman Sachs (GS) | 0.1 | $211k | 265.00 | 796.35 | |
| At&t (T) | 0.1 | $211k | 7.5k | 28.24 | |
| Johnson Ctls Intl SHS (JCI) | 0.1 | $207k | 1.9k | 109.95 | |
| West Pharmaceutical Services (WST) | 0.1 | $202k | 771.00 | 262.33 | |
| L3harris Technologies (LHX) | 0.1 | $202k | 662.00 | 305.41 |
