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Portfolio (Quarterly) Guide ↗

POSTROCK PARTNERS LLC

· CIK 0002053668
13F Portfolio $216M AUM 82 positions Filed May 6, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 5 New 4 Added 2 Reduced 3 Exited
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 BMOP BNY MELLON ETF TRUST II 25,342.0 $624K 0.29% NEW $24.63 +1.0%
2 LHX L3HARRIS TECHNOLOGIES INC Industrials 662.0 $228K 0.11% NEW $345.15 -10.5%
3 EQT EQT CORP Energy 3,540.0 $225K 0.10% NEW $63.64 -13.3%
4 T AT&T INC Communication Services 7,470.0 $217K 0.10% NEW $28.99 -14.1%
5 ENSG ENSIGN GROUP INC Healthcare 1,046.0 $211K 0.10% NEW $201.50 -14.7%

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 39.8%
Industrials 14.9%
Communication Services 13.8%
Consumer Cyclical 12.7%
Financial Services 10.6%
Consumer Defensive 3.5%
Healthcare 2.8%
Real Estate 0.9%
Energy 0.5%
Utilities 0.4%