Postrock Partners LLC

In its 13F for Q1 2025 (holdings as of March 31, 2025, filed May 2, 2025), Postrock Partners LLC reported 80 stock positions worth $202.1 million. Its top holding was Berkshire Hathaway Class A (BRK.A) at 17.4% of the portfolio, followed by Apple (AAPL, 15.8%) and Fastenal (FAST, 6.5%). Compared with Q4 2024, it opened 2 new positions, sold out of 6, added to 10 and reduced 2. The biggest buy was a new position in AT&T (T) and the biggest sale Nvidia (NVDA, shares −18%).

Most Recent 13F
Q2 2026
Location
OVERLAND PARK, KS
CIK
0002053668
Portfolio Value
$202.1M (Q1 2025)
SEC Filing
0001951757-25-000491 ↗ filed May 2, 2025

Holdings Value

0$50.0M$100.0M$150.0M$200.0M$250.0M Q4 2024: $206.4M Q4 2024 Q1 2025: $202.1M $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 Q2 2026

Holdings 80 stocks · $202.1M
BRK.A Berkshire Hathaway Inc. Class A 17.39% 44 $35.1M No change
AAPL Apple Inc. 15.78% 143,581 $31.9M Add +0.0%
FAST Fastenal Co. 6.50% 169,291 $13.1M No change
V Visa Inc. Class A 4.94% 28,483 $10.0M No change
IVV iShares Core S&P 500 ETF 4.57% 16,450 $9.2M Add +3.9%
BKNG Booking Holdings Inc. 4.48% 1,966 $9.1M No change
GOOGL Alphabet Inc. Class A 3.69% 48,158 $7.4M No change
QCOM Qualcomm Inc. 2.81% 36,924 $5.7M No change
NVDA Nvidia Corp. 2.41% 44,988 $4.9M Reduce -17.6%
GOOG Alphabet Inc. Class C 2.14% 27,740 $4.3M No change
AMZN Amazon.com Inc. 1.66% 17,616 $3.4M No change
VRSK Verisk Analytics Inc. 1.58% 10,706 $3.2M No change
CTSH Cognizant Tech Solutions-A 1.57% 41,372 $3.2M No change
HEI Heico Corp. 1.32% 9,961 $2.7M No change
SPGI S&P Global Inc. 1.31% 5,205 $2.6M No change
VEEV Veeva Systems Inc. Class A 1.20% 10,470 $2.4M No change
UBER Uber Technologies Inc. 1.18% 32,648 $2.4M No change
IBMP iShares Ibonds Dec 2027 Term 1.16% 92,881 $2.3M Add +4.3%
TSCO Tractor Supply Company 1.15% 42,225 $2.3M No change
ROST Ross Stores Inc. 1.12% 17,767 $2.3M No change
WMT Walmart Inc. 0.99% 22,809 $2.0M No change
IWM iShares Russell 2000 ETF 0.91% 9,188 $1.8M Add +5.0%
LOPE Grand Canyon Education Inc. 0.90% 10,471 $1.8M No change
RBA RB Global Inc. 0.88% 17,780 $1.8M No change
MSFT Microsoft Corp. 0.86% 4,610 $1.7M No change
CPRT Copart Inc. 0.85% 30,180 $1.7M No change
IWR iShares Russell Mid-Cap ETF 0.81% 19,326 $1.6M Add +2.1%
ANSS Ansys Inc. 0.80% 5,076 $1.6M No change
ROL Rollins Inc. 0.73% 27,169 $1.5M No change
AMT American Tower Corp. 0.66% 6,138 $1.3M No change
TECH Bio-Techne Corp. 0.61% 21,170 $1.2M No change
SCHW Schwab (charles) Corp. 0.58% 15,078 $1.2M No change
PANW Palo Alto Networks Inc. 0.57% 6,738 $1.1M No change
SPY SS SPDR S&P 500 ETF Trust-US 0.54% 1,941 $1.1M No change
BLK BlackRock Inc. 0.53% 1,130 $1.1M No change
UNH Unitedhealth Group Inc. 0.51% 1,985 $1.0M Reduce -2.9%
COST Costco Wholesale Corp. 0.49% 1,038 $982K No change
IBMO iShares Ibonds Dec 2026 Term 0.47% 37,066 $947K No change
AMD Advanced Micro Devices 0.46% 9,009 $926K No change
CSGP Costar Group Inc. 0.45% 11,440 $906K No change
SUB iShares Short-Term National 0.44% 8,400 $887K No change
JPM JPMorgan Chase & Co. 0.41% 3,362 $825K No change
EMB iShares JP Morgan Usd Emergi 0.40% 9,000 $815K No change
NOW ServiceNow Inc. 0.40% 1,007 $802K No change
MSI Motorola Solutions Inc. 0.35% 1,625 $711K No change
LKQ LKQ Corp. 0.35% 16,479 $701K No change
CHE Chemed Corp. 0.34% 1,103 $679K No change
DHR Danaher Corp. 0.32% 3,160 $648K No change
AGG iShares Core U.S. Aggregate 0.30% 6,173 $611K Add +7.5%
GNTX Gentex Corp. 0.28% 24,684 $575K No change
IBMN iShares Ibonds Dec 2025 Term 0.28% 20,868 $558K Add +6.4%
IVE iShares S&P 500 Value ETF 0.26% 2,765 $527K Add +27.7%
BRK.B Berkshire Hathaway Inc. Class B 0.26% 981 $522K No change
IJR iShares Core S&P Small-Cap E 0.25% 4,800 $502K No change
MU Micron Technology Inc. 0.24% 5,510 $479K No change
USB US Bancorp 0.23% 11,125 $470K No change
SHY iShares 1-3 Year Treasury Bo 0.20% 4,926 $408K No change
VNQ Vanguard Real Estate ETF 0.19% 4,335 $392K No change
BAC Bank of America Corp. filed as BANK AMERICA CORP 0.19% 9,271 $387K No change
MPC Marathon Petroleum Corp. 0.18% 2,565 $374K No change
TYL Tyler Technologies Inc. 0.18% 630 $366K No change
IBMQ iShares Ibonds Dec 2028 Muni 0.17% 13,291 $336K No change
MIDD Middleby Corp. 0.15% 1,995 $303K No change
GILD Gilead Sciences Inc. 0.15% 2,681 $300K No change
INTU Intuit Inc. 0.15% 481 $295K No change
IWS iShares Russell Mid-Cap Valu 0.14% 2,306 $290K Add +6.4%
CGNX Cognex Corp. 0.14% 9,694 $289K No change
MA Mastercard Inc. Class A 0.13% 484 $265K No change
GDDY GoDaddy Inc. Class A 0.13% 1,433 $258K No change
HD Home Depot Inc. 0.13% 690 $253K No change
CME Cme Group Inc. 0.12% 925 $245K No change
CRM Salesforce Inc. 0.12% 904 $243K No change
IBDQ iShares Ibonds Dec 2025 Term 0.12% 9,600 $241K No change
HWM Howmet Aerospace Inc. 0.12% 1,850 $240K No change
QQQ Invesco QQQ Trust Series 1 0.12% 497 $233K Add +15.3%
MUB iShares National Muni Bond E 0.11% 2,075 $219K No change
IEMG iShares Core MSCI Emerging 0.10% 3,928 $212K No change
T AT&T Inc. 0.10% 7,470 $211K New
ADBE Adobe Inc. 0.10% 538 $206K No change
CSCO Cisco Systems Inc. 0.10% 3,330 $205K New

Portfolio Sells Q4 2024 → Q1 2025
NVDA Nvidia Corp. Reduce -17.6% 2.41% −1.14
EXAS Exact Sciences Corp. Sold out 0.00% −0.34
EW Edwards Lifesciences Corp. Sold out 0.00% −0.18
WST West Pharmaceutical Services Sold out 0.00% −0.12
HUBB Hubbell Inc. Sold out 0.00% −0.11
TTD Trade Desk Inc./the Class A Sold out 0.00% −0.11
SPSC SPS Commerce Inc. Sold out 0.00% −0.10
UNH Unitedhealth Group Inc. Reduce -2.9% 0.51% +0.01

Portfolio Buys Q4 2024 → Q1 2025
T AT&T Inc. New 0.10% +0.10
CSCO Cisco Systems Inc. New 0.10% +0.10
IBMP iShares Ibonds Dec 2027 Term Add +4.3% 1.16% +0.08
IVE iShares S&P 500 Value ETF Add +27.7% 0.26% +0.06
IVV iShares Core S&P 500 ETF Add +3.9% 4.57% +0.06
AGG iShares Core U.S. Aggregate Add +7.5% 0.30% +0.03
IBMN iShares Ibonds Dec 2025 Term Add +6.4% 0.28% +0.02
QQQ Invesco QQQ Trust Series 1 Add +15.3% 0.12% +0.01
IWS iShares Russell Mid-Cap Valu Add +6.4% 0.14% +0.01
IWR iShares Russell Mid-Cap ETF Add +2.1% 0.81% +0.00
IWM iShares Russell 2000 ETF Add +5.0% 0.91% −0.03
AAPL Apple Inc. Add +0.0% 15.78% −1.63

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