Postrock Partners LLC

Investment Portfolio & 13F Holdings Analysis

About

CIK: 0002053668

Type: FundHoldings: 80Value: $202.1MLatest: 2025Q1

POSTROCK PARTNERS LLC is an institutional investment manager that filed its latest Form 13F for 2025Q1, reporting 80 holdings worth $0.2 billion. Form 13F filings provide transparency into the equity holdings of institutional investment managers with over $100 million in assets under management. This page displays the most recent portfolio holdings, allowing investors to track position changes, new investments, and portfolio composition.

AI_NATIVE detailed information: This accession holds the following tickers:[
  null,
  "RBA.TO",
  "MU",
  "ADBE",
  "GOOGL",
  "T",
  "BLK",
  null,
  null,
  null,
  null,
  "GILD",
  "HD",
  "INTU",
  "QCOM",
  "HWM",
  "BKNG",
  "MUB",
  null,
  "IWS",
  "MPC",
  "MA",
  "MSFT",
  "HEI",
  "FAST",
  "ANSS",
  "IJR",
  "PANW",
  "IEMG",
  "IVV",
  "UNH",
  "AAPL",
  "SPY",
  "NVDA",
  null,
  "SPGI",
  "NOW",
  "ROST",
  "AMT",
  "TYL",
  "UBER",
  "VNQ",
  "SCHW",
  "LKQ",
  "TSCO",
  "GDDY",
  "VRSK",
  "LOPE",
  "AMD",
  "IWR",
  "MIDD",
  "AMZN",
  "MSI",
  null,
  "IVE",
  "USB",
  "VEEV",
  "V",
  "WMT",
  null,
  "GNTX",
  "ROL",
  "CRM",
  "BAC",
  "BRK-A",
  "BRK-B",
  "TECH",
  "CHE",
  "CSCO",
  "CME",
  "CGNX",
  "CTSH",
  "CPRT",
  "COST",
  "CSGP",
  "DHR",
  "QQQ",
  "IWM",
  "GOOG",
  "JPM"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-05-02
Total Holdings: 80
Total Value: 202059226
Accession Number: 0001951757-25-000491
Form Type: 13F-HR
CIK: postrock-partners
Manager Name: Postrock-Partners

Data Enrichment

89% identified

71 identified9 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

80 positions • $202.1M total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

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BERKSHIRE HATHAWAY INC

BRK-A|084670108

Shares:44

Value:$35.1M

% of Portfolio:17.4% ($35.1M/$202.1M)

Apple Inc.

AAPL|037833100

Shares:143.6K

Value:$31.9M

% of Portfolio:15.8% ($31.9M/$202.1M)

FASTENAL CO

FAST|311900104

Shares:169.3K

Value:$13.1M

% of Portfolio:6.5% ($13.1M/$202.1M)

VISA INC.

V|92826C839

Shares:28.5K

Value:$10.0M

% of Portfolio:4.9% ($10.0M/$202.1M)

464287200

IVV|464287200

Shares:16.4K

Value:$9.2M

% of Portfolio:4.6% ($9.2M/$202.1M)

Booking Holdings Inc.

BKNG|09857L108

Shares:2.0K

Value:$9.1M

% of Portfolio:4.5% ($9.1M/$202.1M)

Alphabet Inc.

GOOGL|02079K305

Shares:48.2K

Value:$7.4M

% of Portfolio:3.7% ($7.4M/$202.1M)

QUALCOMM INC/DE

QCOM|747525103

Shares:36.9K

Value:$5.7M

% of Portfolio:2.8% ($5.7M/$202.1M)

NVIDIA CORP

NVDA|67066G104

Shares:45.0K

Value:$4.9M

% of Portfolio:2.4% ($4.9M/$202.1M)

Alphabet Inc.

GOOG|02079K107

Shares:27.7K

Value:$4.3M

% of Portfolio:2.1% ($4.3M/$202.1M)

AMAZON COM INC

AMZN|023135106

Shares:17.6K

Value:$3.4M

% of Portfolio:1.7% ($3.4M/$202.1M)

Verisk Analytics, Inc.

VRSK|92345Y106

Shares:10.7K

Value:$3.2M

% of Portfolio:1.6% ($3.2M/$202.1M)

COGNIZANT TECHNOLOGY SOLUTIONS CORP

CTSH|192446102

Shares:41.4K

Value:$3.2M

% of Portfolio:1.6% ($3.2M/$202.1M)

HEICO CORP

HEI|422806109

Shares:10.0K

Value:$2.7M

% of Portfolio:1.3% ($2.7M/$202.1M)

S&P Global Inc.

SPGI|78409V104

Shares:5.2K

Value:$2.6M

% of Portfolio:1.3% ($2.6M/$202.1M)

VEEVA SYSTEMS INC

VEEV|922475108

Shares:10.5K

Value:$2.4M

% of Portfolio:1.2% ($2.4M/$202.1M)

Uber Technologies, Inc

UBER|90353T100

Shares:32.6K

Value:$2.4M

% of Portfolio:1.2% ($2.4M/$202.1M)

46435U283

Shares:92.9K

Value:$2.3M

% of Portfolio:1.2% ($2.3M/$202.1M)

TRACTOR SUPPLY CO /DE/

TSCO|892356106

Shares:42.2K

Value:$2.3M

% of Portfolio:1.2% ($2.3M/$202.1M)

ROSS STORES, INC.

ROST|778296103

Shares:17.8K

Value:$2.3M

% of Portfolio:1.1% ($2.3M/$202.1M)

Instrument	Shares		Other Manager	Value	% of Portfolio
BERKSHIRE HATHAWAY INC(BRK-Acusip084670108)	44	QoQ 0.00% (+0) YoY-	All Managers (Combined)	$35.1M	17.4% ($35.1M/$202.1M)	QoQ +17.25% (+$5.2M) YoY-
Apple Inc.(AAPLcusip037833100)	143.6K	QoQ +0.02% (-40) YoY-	All Managers (Combined)	$31.9M	15.8% ($31.9M/$202.1M)	QoQ -11.27% (-$4.1M) YoY-
FASTENAL CO(FASTcusip311900104)	169.3K	QoQ 0.00% (+0) YoY-	All Managers (Combined)	$13.1M	6.5% ($13.1M/$202.1M)	QoQ +7.84% (+$954.8K) YoY-
VISA INC.(Vcusip92826C839)	28.5K	QoQ 0.00% (+0) YoY-	All Managers (Combined)	$10.0M	4.9% ($10.0M/$202.1M)	QoQ +10.89% (+$980.4K) YoY-
(IVVcusip464287200)	16.4K	QoQ +3.92% (-621) YoY-	All Managers (Combined)	$9.2M	4.6% ($9.2M/$202.1M)	QoQ -0.80% (-$75.0K) YoY-
Booking Holdings Inc.(BKNGcusip09857L108)	2.0K	QoQ 0.00% (-0) YoY-	All Managers (Combined)	$9.1M	4.5% ($9.1M/$202.1M)	QoQ -7.27% (-$710.7K) YoY-
Alphabet Inc.(GOOGLcusip02079K305)	48.2K	QoQ 0.00% (-0) YoY-	All Managers (Combined)	$7.4M	3.7% ($7.4M/$202.1M)	QoQ -18.30% (-$1.7M) YoY-
QUALCOMM INC/DE(QCOMcusip747525103)	36.9K	QoQ 0.00% (-0) YoY-	All Managers (Combined)	$5.7M	2.8% ($5.7M/$202.1M)	QoQ 0.00% (-$369) YoY-
NVIDIA CORP(NVDAcusip67066G104)	45.0K	QoQ -17.57% (-9.6K) YoY-	All Managers (Combined)	$4.9M	2.4% ($4.9M/$202.1M)	QoQ -33.48% (-$2.5M) YoY-
Alphabet Inc.(GOOGcusip02079K107)	27.7K	QoQ 0.00% (-0) YoY-	All Managers (Combined)	$4.3M	2.1% ($4.3M/$202.1M)	QoQ -17.96% (-$949.0K) YoY-
AMAZON COM INC(AMZNcusip023135106)	17.6K	QoQ 0.00% (-0) YoY-	All Managers (Combined)	$3.4M	1.7% ($3.4M/$202.1M)	QoQ -13.27% (-$513.2K) YoY-
Verisk Analytics, Inc.(VRSKcusip92345Y106)	10.7K	QoQ 0.00% (+0) YoY-	All Managers (Combined)	$3.2M	1.6% ($3.2M/$202.1M)	QoQ +8.05% (+$237.6K) YoY-
COGNIZANT TECHNOLOGY SOLUTIONS CORP(CTSHcusip192446102)	41.4K	QoQ 0.00% (-0) YoY-	All Managers (Combined)	$3.2M	1.6% ($3.2M/$202.1M)	QoQ -0.52% (-$16.5K) YoY-
HEICO CORP(HEIcusip422806109)	10.0K	QoQ 0.00% (+0) YoY-	All Managers (Combined)	$2.7M	1.3% ($2.7M/$202.1M)	QoQ +12.38% (+$293.4K) YoY-
S&P Global Inc.(SPGIcusip78409V104)	5.2K	QoQ 0.00% (+0) YoY-	All Managers (Combined)	$2.6M	1.3% ($2.6M/$202.1M)	QoQ +2.02% (+$52.4K) YoY-
VEEVA SYSTEMS INC(VEEVcusip922475108)	10.5K	QoQ 0.00% (+0) YoY-	All Managers (Combined)	$2.4M	1.2% ($2.4M/$202.1M)	QoQ +10.16% (+$223.8K) YoY-
Uber Technologies, Inc(UBERcusip90353T100)	32.6K	QoQ 0.00% (+0) YoY-	All Managers (Combined)	$2.4M	1.2% ($2.4M/$202.1M)	QoQ +20.78% (+$409.4K) YoY-
(cusip46435U283)✕	92.9K	QoQ +4.26% (+3.8K) YoY-	All Managers (Combined)	$2.3M	1.2% ($2.3M/$202.1M)	QoQ +4.84% (+$108.5K) YoY-
TRACTOR SUPPLY CO /DE/(TSCOcusip892356106)	42.2K	QoQ 0.00% (+0) YoY-	All Managers (Combined)	$2.3M	1.2% ($2.3M/$202.1M)	QoQ +3.84% (+$86.1K) YoY-
ROSS STORES, INC.(ROSTcusip778296103)	17.8K	QoQ 0.00% (-0) YoY-	All Managers (Combined)	$2.3M	1.1% ($2.3M/$202.1M)	QoQ -15.52% (-$417.2K) YoY-