Postrock Partners LLC

In its 13F for Q2 2026 (holdings as of June 30, 2026, filed July 24, 2026), Postrock Partners LLC reported 78 stock positions worth $245.9 million. Its top holding was Apple (AAPL) at 16.9% of the portfolio, followed by Berkshire Hathaway Class A (BRK.A, 13.4%) and Alphabet Class A (GOOGL, 7.0%). Compared with Q1 2026, it opened 3 new positions, sold out of 7 and added to 14. The biggest buy was iShares Core S&P 500 ETF (IVV, shares +6%) and the biggest sale an exit from L3HARRIS Technologies (LHX).

Most Recent 13F
Q2 2026
Location
OVERLAND PARK, KS
CIK
0002053668
Portfolio Value
$245.9M (Q2 2026)
SEC Filing
0001951757-26-001057 ↗ filed Jul 24, 2026

Holdings Value

0$50.0M$100.0M$150.0M$200.0M$250.0M Q4 2024: $206.4M Q4 2024 Q1 2025: $202.1M Q1 2025 Q2 2025: $209.1M Q2 2025 Q3 2025: $226.1M Q3 2025 Q4 2025: $230.2M Q4 2025 Q1 2026: $216.2M Q1 2026 Q2 2026: $245.9M $245.9M Q2 2026

Holdings 78 stocks · $245.9M
AAPL Apple Inc. 16.90% 143,624 $41.6M No change
BRK.A Berkshire Hathaway Inc. Class A 13.40% 44 $32.9M No change
GOOGL Alphabet Inc. Class A 7.00% 48,158 $17.2M No change
FAST Fastenal Co. 6.62% 338,720 $16.3M No change
IVV iShares Core S&P 500 ETF 5.64% 18,522 $13.9M Add +5.9%
GOOG Alphabet Inc. Class C 4.01% 27,890 $9.9M No change
V Visa Inc. Class A 3.98% 28,506 $9.8M No change
NVDA Nvidia Corp. 3.66% 45,026 $9.0M Add +0.1%
BKNG Booking Holdings Inc. 3.56% 49,150 $8.8M No change
QCOM Qualcomm Inc. 2.71% 36,024 $6.7M No change
MU Micron Technology Inc. 2.58% 5,493 $6.3M No change
AMD Advanced Micro Devices 2.15% 9,109 $5.3M No change
AMZN Amazon.com Inc. 1.72% 17,741 $4.2M Add +0.2%
ROST Ross Stores Inc. 1.49% 17,257 $3.7M No change
HEI Heico Corp. 1.44% 9,922 $3.5M No change
WMT Walmart Inc. 1.05% 22,883 $2.6M No change
IBMP iShares Ibonds Dec 2027 Term 1.02% 98,576 $2.5M Add +2.0%
UBER Uber Technologies Inc. 0.97% 32,923 $2.4M Add +0.8%
PANW Palo Alto Networks Inc. 0.94% 6,793 $2.3M No change
SPGI S&P Global Inc. 0.87% 5,224 $2.1M Add +0.4%
RBA RB Global Inc. 0.84% 17,780 $2.1M No change
VRSK Verisk Analytics Inc. 0.77% 10,521 $1.9M No change
VEEV Veeva Systems Inc. Class A 0.76% 10,470 $1.9M No change
MSFT Microsoft Corp. 0.72% 4,753 $1.8M Add +1.5%
UPS United Parcel Service Class B 0.65% 14,916 $1.6M No change
CTSH Cognizant Tech Solutions-A 0.62% 39,522 $1.5M No change
LOPE Grand Canyon Education Inc. 0.60% 10,385 $1.5M No change
TECH Bio-Techne Corp. 0.60% 21,006 $1.5M No change
SCHW Schwab (charles) Corp. 0.58% 15,444 $1.4M Add +2.4%
SPY SS SPDR S&P 500 ETF Trust-US 0.55% 1,800 $1.3M No change
TSCO Tractor Supply Company 0.54% 42,225 $1.3M No change
JPM JPMorgan Chase & Co. 0.47% 3,502 $1.1M No change
ROL Rollins Inc. 0.46% 27,169 $1.1M No change
BLK BlackRock Inc. 0.44% 1,134 $1.1M No change
IBMO iShares Ibonds Dec 2026 Term 0.40% 38,606 $990K Add +5.3%
AMT American Tower Corp. 0.40% 6,015 $984K No change
COST Costco Wholesale Corp. 0.39% 1,038 $971K No change
SUB iShares Short-Term National 0.36% 8,400 $894K No change
EMB iShares JP Morgan Usd Emergi 0.35% 9,000 $868K No change
CPRT Copart Inc. 0.35% 30,180 $851K No change
IJR iShares Core S&P Small-Cap E 0.33% 5,441 $807K Add +13.3%
IWM iShares Russell 2000 ETF 0.31% 2,506 $753K No change
SNPS Synopsys Inc. 0.31% 1,683 $751K No change
IWR iShares Russell Mid-Cap ETF 0.29% 6,376 $703K No change
CGNX Cognex Corp. 0.29% 9,694 $702K No change
AMAT Applied Materials Inc. 0.28% 936 $677K No change
AGG iShares Core U.S. Aggregate 0.27% 6,784 $671K No change
MSI Motorola Solutions Inc. 0.27% 1,615 $671K No change
MPC Marathon Petroleum Corp. 0.27% 2,565 $656K No change
GEV GE Vernova Inc. 0.26% 546 $641K No change
BMOP BNY Meln Munipl Opp ETF 0.26% 25,342 $639K No change
IVE iShares S&P 500 Value ETF 0.26% 2,765 $628K No change
GNTX Gentex Corp. 0.25% 24,417 $617K No change
DHR Danaher Corp. 0.24% 3,122 $595K Add +4.2%
BAC Bank of America Corp. 0.23% 9,721 $554K No change
NOW ServiceNow Inc. 0.21% 5,227 $519K Add +4.0%
CHE Chemed Corp. 0.21% 1,103 $514K No change
BRK.B Berkshire Hathaway Inc. Class B 0.20% 1,004 $502K Add +2.3%
HWM Howmet Aerospace Inc. 0.20% 1,850 $497K No change
IBMQ iShares Ibonds Dec 2028 Muni 0.20% 19,181 $491K Add +11.3%
LKQ LKQ Corp. 0.18% 16,445 $433K No change
SHY iShares 1-3 Year Treasury Bo 0.17% 5,192 $426K No change
VNQ Vanguard Real Estate ETF 0.17% 4,335 $418K No change
CSCO Cisco Systems Inc. 0.17% 3,475 $408K No change
IWS iShares Russell Mid-Cap Valu 0.15% 2,306 $380K No change
QQQ Invesco QQQ Trust Series 1 0.15% 497 $366K No change
GILD Gilead Sciences Inc. 0.14% 2,681 $339K No change
IEMG iShares Core MSCI Emerging 0.13% 3,988 $330K No change
CSGP Costar Group Inc. 0.13% 11,440 $324K No change
WST West Pharmaceutical Services 0.11% 771 $277K New
ENTG Entegris Inc. 0.11% 1,538 $277K New
JCI Johnson Controls Internation 0.11% 1,880 $275K No change
GS Goldman Sachs Group Inc. 0.11% 265 $268K No change
IJH iShares Core S&P Midcap ETF 0.11% 3,382 $261K New
HD Home Depot Inc. 0.10% 713 $251K No change
MA Mastercard Inc. Class A 0.10% 484 $249K No change
MUB iShares National Muni Bond E 0.09% 2,075 $223K No change
CME Cme Group Inc. 0.08% 925 $204K No change

Portfolio Sells Q1 2026 → Q2 2026
LHX L3HARRIS Technologies Inc. Sold out 0.00% −0.11
EQT Eqt Corp. Sold out 0.00% −0.10
T AT&T Inc. Sold out 0.00% −0.10
TYL Tyler Technologies Inc. Sold out 0.00% −0.10
ENSG The Ensign Group Inc. Sold out 0.00% −0.10
INTU Intuit Inc. Sold out 0.00% −0.10
CEG Constellation Energy Sold out 0.00% −0.09

Portfolio Buys Q1 2026 → Q2 2026
IVV iShares Core S&P 500 ETF Add +5.9% 5.64% +0.36
ENTG Entegris Inc. New 0.11% +0.11
WST West Pharmaceutical Services New 0.11% +0.11
IJH iShares Core S&P Midcap ETF New 0.11% +0.11
IJR iShares Core S&P Small-Cap E Add +13.3% 0.33% +0.05
NVDA Nvidia Corp. Add +0.1% 3.66% +0.03
AMZN Amazon.com Inc. Add +0.2% 1.72% +0.01
IBMQ iShares Ibonds Dec 2028 Muni Add +11.3% 0.20% −0.00
BRK.B Berkshire Hathaway Inc. Class B Add +2.3% 0.20% −0.01
DHR Danaher Corp. Add +4.2% 0.24% −0.02
NOW ServiceNow Inc. Add +4.0% 0.21% −0.03
IBMO iShares Ibonds Dec 2026 Term Add +5.3% 0.40% −0.03
SCHW Schwab (charles) Corp. Add +2.4% 0.58% −0.08
MSFT Microsoft Corp. Add +1.5% 0.72% −0.08
IBMP iShares Ibonds Dec 2027 Term Add +2.0% 1.02% −0.12
UBER Uber Technologies Inc. Add +0.8% 0.97% −0.12
SPGI S&P Global Inc. Add +0.4% 0.87% −0.16

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 78$245.9MAAPL, BRK.A, GOOGL, FAST, IVV
Q1 2026 82$216.2MAAPL, BRK.A, FAST, GOOGL, IVV
Q4 2025 80$230.2MAAPL, BRK.A, GOOGL, FAST, IVV
Q3 2025 83$226.1MAAPL, BRK.A, FAST, GOOGL, IVV
Q2 2025 82$209.1MBRK.A, AAPL, FAST, BKNG, IVV
Q1 2025 80$202.1MBRK.A, AAPL, FAST, V, IVV
Q4 2024 84$206.4MAAPL, BRK.A, FAST, BKNG, IVV