Postrock Partners LLC
In its 13F for Q4 2024 (holdings as of December 31, 2024, filed February 10, 2025), Postrock Partners LLC reported 84 stock positions worth $206.4 million. Its top holding was Apple (AAPL) at 17.4% of the portfolio, followed by Berkshire Hathaway Class A (BRK.A, 14.5%) and Fastenal (FAST, 5.9%).
- Most Recent 13F
- Q2 2026
- Location
- OVERLAND PARK, KS
- CIK
- 0002053668
- Portfolio Value
- $206.4M (Q4 2024)
- SEC Filing
- 0001951757-25-000221 ↗ filed Feb 10, 2025
Holdings Value
Holdings 84 stocks · $206.4M
| AAPL Apple Inc. | 17.42% | 143,541 | $35.9M | — |
| BRK.A Berkshire Hathaway Inc. Class A | 14.52% | 44 | $30.0M | — |
| FAST Fastenal Co. | 5.90% | 169,291 | $12.2M | — |
| BKNG Booking Holdings Inc. | 4.73% | 1,966 | $9.8M | — |
| IVV iShares Core S&P 500 ETF | 4.51% | 15,829 | $9.3M | — |
| GOOGL Alphabet Inc. Class A | 4.42% | 48,158 | $9.1M | — |
| V Visa Inc. Class A | 4.36% | 28,483 | $9.0M | — |
| NVDA Nvidia Corp. | 3.55% | 54,583 | $7.3M | — |
| QCOM Qualcomm Inc. | 2.75% | 36,924 | $5.7M | — |
| GOOG Alphabet Inc. Class C | 2.56% | 27,740 | $5.3M | — |
| AMZN Amazon.com Inc. | 1.87% | 17,616 | $3.9M | — |
| CTSH Cognizant Tech Solutions-A | 1.54% | 41,372 | $3.2M | — |
| VRSK Verisk Analytics Inc. | 1.43% | 10,706 | $2.9M | — |
| ROST Ross Stores Inc. | 1.30% | 17,767 | $2.7M | — |
| SPGI S&P Global Inc. | 1.26% | 5,205 | $2.6M | — |
| HEI Heico Corp. | 1.15% | 9,961 | $2.4M | — |
| TSCO Tractor Supply Company | 1.09% | 42,225 | $2.2M | — |
| IBMP iShares Ibonds Dec 2027 Term | 1.08% | 89,081 | $2.2M | — |
| VEEV Veeva Systems Inc. Class A | 1.07% | 10,470 | $2.2M | — |
| WMT Walmart Inc. | 1.00% | 22,809 | $2.1M | — |
| UBER Uber Technologies Inc. | 0.95% | 32,648 | $2.0M | — |
| MSFT Microsoft Corp. | 0.94% | 4,610 | $1.9M | — |
| IWM iShares Russell 2000 ETF | 0.94% | 8,754 | $1.9M | — |
| CPRT Copart Inc. | 0.84% | 30,180 | $1.7M | — |
| LOPE Grand Canyon Education Inc. | 0.83% | 10,471 | $1.7M | — |
| ANSS Ansys Inc. | 0.83% | 5,076 | $1.7M | — |
| IWR iShares Russell Mid-Cap ETF | 0.81% | 18,921 | $1.7M | — |
| RBA RB Global Inc. | 0.78% | 17,780 | $1.6M | — |
| TECH Bio-Techne Corp. | 0.74% | 21,170 | $1.5M | — |
| ROL Rollins Inc. | 0.61% | 27,169 | $1.3M | — |
| PANW Palo Alto Networks Inc. | 0.59% | 6,738 | $1.2M | — |
| BLK BlackRock Inc. | 0.56% | 1,130 | $1.2M | — |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.55% | 1,941 | $1.1M | — |
| AMT American Tower Corp. | 0.55% | 6,138 | $1.1M | — |
| SCHW Schwab (charles) Corp. | 0.54% | 15,078 | $1.1M | — |
| AMD Advanced Micro Devices | 0.53% | 9,009 | $1.1M | — |
| NOW ServiceNow Inc. | 0.52% | 1,007 | $1.1M | — |
| UNH Unitedhealth Group Inc. | 0.50% | 2,044 | $1.0M | — |
| COST Costco Wholesale Corp. | 0.46% | 1,038 | $951K | — |
| IBMO iShares Ibonds Dec 2026 Term | 0.46% | 37,066 | $944K | — |
| SUB iShares Short-Term National | 0.43% | 8,400 | $886K | — |
| CSGP Costar Group Inc. | 0.40% | 11,440 | $819K | — |
| JPM JPMorgan Chase & Co. | 0.39% | 3,362 | $806K | — |
| EMB iShares JP Morgan Usd Emergi | 0.39% | 9,000 | $801K | — |
| MSI Motorola Solutions Inc. | 0.36% | 1,625 | $751K | — |
| DHR Danaher Corp. | 0.35% | 3,160 | $725K | — |
| GNTX Gentex Corp. | 0.34% | 24,684 | $709K | — |
| EXAS Exact Sciences Corp. | 0.34% | 12,309 | $692K | — |
| LKQ LKQ Corp. | 0.29% | 16,479 | $606K | — |
| CHE Chemed Corp. | 0.28% | 1,103 | $584K | — |
| AGG iShares Core U.S. Aggregate | 0.27% | 5,744 | $557K | — |
| IJR iShares Core S&P Small-Cap E | 0.27% | 4,800 | $553K | — |
| USB US Bancorp | 0.26% | 11,125 | $532K | — |
| IBMN iShares Ibonds Dec 2025 Term | 0.25% | 19,620 | $522K | — |
| MU Micron Technology Inc. | 0.22% | 5,510 | $464K | — |
| BRK.B Berkshire Hathaway Inc. Class B | 0.22% | 981 | $445K | — |
| IVE iShares S&P 500 Value ETF | 0.20% | 2,165 | $413K | — |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.20% | 9,271 | $407K | — |
| SHY iShares 1-3 Year Treasury Bo | 0.20% | 4,926 | $404K | — |
| VNQ Vanguard Real Estate ETF | 0.19% | 4,335 | $386K | — |
| EW Edwards Lifesciences Corp. | 0.18% | 5,128 | $380K | — |
| TYL Tyler Technologies Inc. | 0.18% | 630 | $363K | — |
| MPC Marathon Petroleum Corp. | 0.17% | 2,565 | $358K | — |
| CGNX Cognex Corp. | 0.17% | 9,694 | $348K | — |
| IBMQ iShares Ibonds Dec 2028 Muni | 0.16% | 13,291 | $335K | — |
| INTU Intuit Inc. | 0.15% | 481 | $302K | — |
| CRM Salesforce Inc. | 0.15% | 904 | $302K | — |
| GDDY GoDaddy Inc. Class A | 0.14% | 1,433 | $283K | — |
| IWS iShares Russell Mid-Cap Valu | 0.14% | 2,168 | $280K | — |
| MIDD Middleby Corp. | 0.13% | 1,995 | $270K | — |
| HD Home Depot Inc. | 0.13% | 690 | $268K | — |
| MA Mastercard Inc. Class A | 0.12% | 484 | $255K | — |
| WST West Pharmaceutical Services | 0.12% | 771 | $253K | — |
| GILD Gilead Sciences Inc. | 0.12% | 2,681 | $248K | — |
| IBDQ iShares Ibonds Dec 2025 Term | 0.12% | 9,600 | $240K | — |
| ADBE Adobe Inc. | 0.12% | 538 | $239K | — |
| HUBB Hubbell Inc. | 0.11% | 564 | $236K | — |
| TTD Trade Desk Inc./the Class A filed as THE TRADE DESK INC | 0.11% | 1,968 | $231K | — |
| MUB iShares National Muni Bond E | 0.11% | 2,075 | $221K | — |
| QQQ Invesco QQQ Trust Series 1 | 0.11% | 431 | $220K | — |
| CME Cme Group Inc. | 0.10% | 925 | $215K | — |
| SPSC SPS Commerce Inc. | 0.10% | 1,134 | $209K | — |
| IEMG iShares Core MSCI Emerging | 0.10% | 3,928 | $205K | — |
| HWM Howmet Aerospace Inc. | 0.10% | 1,850 | $202K | — |
Portfolio Sells Q4 2024
No earlier filing to compare with.
Portfolio Buys Q4 2024
No earlier filing to compare with.
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 78 | $245.9M | AAPL, BRK.A, GOOGL, FAST, IVV |
| Q1 2026 | 82 | $216.2M | AAPL, BRK.A, FAST, GOOGL, IVV |
| Q4 2025 | 80 | $230.2M | AAPL, BRK.A, GOOGL, FAST, IVV |
| Q3 2025 | 83 | $226.1M | AAPL, BRK.A, FAST, GOOGL, IVV |
| Q2 2025 | 82 | $209.1M | BRK.A, AAPL, FAST, BKNG, IVV |
| Q1 2025 | 80 | $202.1M | BRK.A, AAPL, FAST, V, IVV |
| Q4 2024 | 84 | $206.4M | AAPL, BRK.A, FAST, BKNG, IVV |