PP
Postrock Partners Portfolio holdings
AUM
$230M
1-Year Est. Return
22.01%
1 Year Est. Return
+22.01%
AUM
$230M
AUM Growth
+$4.03M
(+1.8%)
Holding
84
Top Sells
| 1 | +$597K | |
| 2 | +$242K | |
| 3 | +$211K | |
| 4 |
L3Harris
LHX
|
+$202K |
| 5 |
American Tower
AMT
|
+$21.6K |
Sector Composition
| 1 | Technology | 30.61% |
| 2 | Financials | 22.66% |
| 3 | Industrials | 10.69% |
| 4 | Communication Services | 10.35% |
| 5 | Consumer Discretionary | 9.9% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
76
Salesforce
CRM
$214B
| $239K | 0.1% |
904
|
|
||
77
Goldman Sachs
GS
$286B
| $233K | 0.1% |
265
|
|
||
78
Johnson Controls International
JCI
$70.7B
| $225K | 0.1% |
1,880
|
|
||
79
iShares National Muni Bond ETF
MUB
$42.1B
| $222K | 0.1% |
2,075
|
|
||
80
West Pharmaceutical
WST
$18.4B
| $212K | 0.09% |
771
|
|
||
|
IBDQ
81
DELISTED
iShares iBonds Dec 2025 Term Corporate ETF
IBDQ
| – | – |
-9,600
|
|
||
|
IBMN
82
DELISTED
iShares iBonds Dec 2025 Term Muni Bond ETF
IBMN
| – | – |
-22,268
|
|
||
|
83
L3Harris
LHX
$66.5B
| – | – |
-662
|
|
||
84
AT&T
T
$167B
| – | – |
-7,470
|
|