Portfolio (Quarterly) Guide ↗

POSTROCK PARTNERS LLC

· CIK 0002053668

13F Portfolio $246M AUM 78 positions Filed Jul 24, 2026 EDGAR ↗ ← All Funds

Q2 2026 Q1 2026 · All 3 New 12 Added 7 Exited

#	Ticker	Company	Sector	Shares	Value ↓	% Port	Status
1	LHX	L3HARRIS TECHNOLOGIES INC	Industrials	662	$228K	0.11%	SOLD
2	EQT	EQT CORP	Energy	3,540	$225K	0.10%	SOLD
3	T	AT&T INC	Communication Services	7,470	$217K	0.10%	SOLD
4	TYL	TYLER TECHNOLOGIES INC	Technology	630	$216K	0.10%	SOLD
5	ENSG	ENSIGN GROUP INC	Healthcare	1,046	$211K	0.10%	SOLD
6	INTU	INTUIT	Technology	481	$208K	0.10%	SOLD
7	CEG	CONSTELLATION ENERGY CORP	Utilities	721	$201K	0.09%	SOLD

Sector Allocation

Technology 46.3%

Industrials 14.3%

Consumer Cyclical 11.7%

Financial Services 10.6%

Communication Services 9.9%

Healthcare 2.9%

Consumer Defensive 2.9%

Real Estate 0.7%

Utilities 0.4%

Energy 0.4%