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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
Page 5 of 5  ·  82 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 INTU INTUIT Technology 481.0 $208K 0.10% $432.38 -28.8%
82 CEG CONSTELLATION ENERGY CORP Utilities 721.0 $201K 0.09% $279.25 +3.4%
Page 5 of 5  ·  82 positions

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%