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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 Chg Shares Chg % Period Price ① Since Period ①
1 WST WEST PHARMACEUTICAL SVSC INC Healthcare 771.0 $277K 0.11% NEW $359.00 -5.3%
2 ENTG ENTEGRIS INC Technology 1,538.0 $277K 0.11% NEW $179.86 -22.9%
3 IJH ISHARES TR 3,382.0 $261K 0.11% NEW $77.11 -1.6%

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 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%