Postrock Partners LLC

In its 13F for Q2 2025 (holdings as of June 30, 2025, filed July 15, 2025), Postrock Partners LLC reported 82 stock positions worth $209.1 million. Its top holding was Berkshire Hathaway Class A (BRK.A) at 15.3% of the portfolio, followed by Apple (AAPL, 14.1%) and Fastenal (FAST, 6.8%). Compared with Q1 2025, it opened 4 new positions, sold out of 2, added to 19 and reduced 15. The biggest buy was a new position in United Parcel Service Class B (UPS) and the biggest sale iShares Russell 2000 ETF (IWM, shares −73%).

Most Recent 13F
Q2 2026
Location
OVERLAND PARK, KS
CIK
0002053668
Portfolio Value
$209.1M (Q2 2025)
SEC Filing
0001951757-25-000856 ↗ filed Jul 15, 2025

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 $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 82 stocks · $209.1M
BRK.A Berkshire Hathaway Inc. Class A 15.33% 44 $32.1M No change
AAPL Apple Inc. 14.09% 143,584 $29.5M Add +0.0%
FAST Fastenal Co. 6.80% 338,720 $14.2M No change
BKNG Booking Holdings Inc. 5.44% 1,966 $11.4M No change
IVV iShares Core S&P 500 ETF 4.88% 16,421 $10.2M Reduce -0.2%
V Visa Inc. Class A 4.84% 28,506 $10.1M Add +0.1%
GOOGL Alphabet Inc. Class A 4.06% 48,158 $8.5M No change
NVDA Nvidia Corp. 3.40% 44,988 $7.1M No change
QCOM Qualcomm Inc. 2.74% 36,024 $5.7M Reduce -2.4%
GOOG Alphabet Inc. Class C 2.37% 27,890 $4.9M Add +0.5%
AMZN Amazon.com Inc. 1.86% 17,711 $3.9M Add +0.5%
VRSK Verisk Analytics Inc. 1.57% 10,521 $3.3M Reduce -1.7%
HEI Heico Corp. 1.56% 9,922 $3.3M Reduce -0.4%
CTSH Cognizant Tech Solutions-A 1.47% 39,522 $3.1M Reduce -4.5%
UBER Uber Technologies Inc. 1.46% 32,648 $3.0M No change
VEEV Veeva Systems Inc. Class A 1.44% 10,470 $3.0M No change
SPGI S&P Global Inc. 1.31% 5,205 $2.7M No change
IBMP iShares Ibonds Dec 2027 Term 1.17% 96,609 $2.4M Add +4.0%
MSFT Microsoft Corp. 1.11% 4,683 $2.3M Add +1.6%
WMT Walmart Inc. 1.07% 22,883 $2.2M Add +0.3%
TSCO Tractor Supply Company 1.07% 42,225 $2.2M No change
ROST Ross Stores Inc. 1.05% 17,257 $2.2M Reduce -2.9%
LOPE Grand Canyon Education Inc. 0.94% 10,428 $2.0M Reduce -0.4%
RBA RB Global Inc. 0.90% 17,780 $1.9M No change
ANSS Ansys Inc. 0.85% 5,066 $1.8M Reduce -0.2%
ROL Rollins Inc. 0.73% 27,169 $1.5M No change
UPS United Parcel Service Class B 0.73% 15,101 $1.5M New
CPRT Copart Inc. 0.71% 30,180 $1.5M No change
PANW Palo Alto Networks Inc. 0.66% 6,738 $1.4M No change
SCHW Schwab (charles) Corp. 0.66% 15,078 $1.4M No change
AMT American Tower Corp. 0.65% 6,138 $1.4M No change
AMD Advanced Micro Devices 0.61% 9,009 $1.3M No change
SPY SS SPDR S&P 500 ETF Trust-US 0.58% 1,964 $1.2M Add +1.2%
BLK BlackRock Inc. 0.57% 1,134 $1.2M Add +0.3%
TECH Bio-Techne Corp. 0.52% 21,086 $1.1M Reduce -0.4%
NOW ServiceNow Inc. 0.50% 1,007 $1.0M No change
COST Costco Wholesale Corp. 0.49% 1,038 $1.0M No change
JPM JPMorgan Chase & Co. 0.49% 3,502 $1.0M Add +4.2%
IBMO iShares Ibonds Dec 2026 Term 0.47% 38,416 $984K Add +3.6%
CSGP Costar Group Inc. 0.44% 11,440 $920K No change
SUB iShares Short-Term National 0.43% 8,400 $893K No change
EMB iShares JP Morgan Usd Emergi 0.40% 9,000 $834K No change
MSI Motorola Solutions Inc. 0.33% 1,620 $681K Reduce -0.3%
MU Micron Technology Inc. 0.32% 5,510 $679K No change
AGG iShares Core U.S. Aggregate 0.32% 6,784 $673K Add +9.9%
LKQ LKQ Corp. 0.29% 16,479 $610K No change
DHR Danaher Corp. 0.29% 3,026 $598K Reduce -4.2%
IBMN iShares Ibonds Dec 2025 Term 0.28% 22,268 $596K Add +6.7%
IWR iShares Russell Mid-Cap ETF 0.28% 6,376 $586K Reduce -67.0%
IWM iShares Russell 2000 ETF 0.26% 2,506 $541K Reduce -72.7%
IVE iShares S&P 500 Value ETF 0.26% 2,765 $540K No change
GNTX Gentex Corp. 0.26% 24,552 $540K Reduce -0.5%
CHE Chemed Corp. 0.26% 1,103 $537K No change
IJR iShares Core S&P Small-Cap E 0.25% 4,800 $525K No change
USB US Bancorp 0.24% 11,125 $503K No change
BRK.B Berkshire Hathaway Inc. Class B 0.23% 981 $477K No change
BAC Bank of America Corp. filed as BANK AMERICA CORP 0.22% 9,721 $460K Add +4.8%
SHY iShares 1-3 Year Treasury Bo 0.21% 5,192 $430K Add +5.4%
IBMQ iShares Ibonds Dec 2028 Muni 0.20% 16,841 $428K Add +26.7%
MPC Marathon Petroleum Corp. 0.20% 2,565 $426K No change
VNQ Vanguard Real Estate ETF 0.18% 4,335 $386K No change
INTU Intuit Inc. 0.18% 481 $379K No change
TYL Tyler Technologies Inc. 0.18% 630 $373K No change
HWM Howmet Aerospace Inc. 0.16% 1,850 $344K No change
CGNX Cognex Corp. 0.15% 9,694 $307K No change
IWS iShares Russell Mid-Cap Valu 0.15% 2,306 $305K No change
GILD Gilead Sciences Inc. 0.14% 2,681 $297K No change
GEV GE Vernova Inc. 0.14% 546 $289K New
QQQ Invesco QQQ Trust Series 1 0.13% 497 $274K No change
MA Mastercard Inc. Class A 0.13% 484 $272K No change
HD Home Depot Inc. 0.13% 713 $261K Add +3.3%
GDDY GoDaddy Inc. Class A 0.12% 1,433 $258K No change
CME Cme Group Inc. 0.12% 925 $255K No change
CRM Salesforce Inc. 0.12% 904 $247K No change
IBDQ iShares Ibonds Dec 2025 Term 0.12% 9,600 $242K No change
CSCO Cisco Systems Inc. 0.12% 3,480 $241K Add +4.5%
IEMG iShares Core MSCI Emerging 0.11% 3,988 $239K Add +1.5%
CEG Constellation Energy 0.11% 721 $233K New
MUB iShares National Muni Bond E 0.10% 2,075 $217K No change
T AT&T Inc. 0.10% 7,470 $216K No change
EQT Eqt Corp. 0.10% 3,540 $206K New
ADBE Adobe Inc. 0.10% 532 $206K Reduce -1.1%

Portfolio Sells Q1 2025 → Q2 2025
IWM iShares Russell 2000 ETF Reduce -72.7% 0.26% −0.65
IWR iShares Russell Mid-Cap ETF Reduce -67.0% 0.28% −0.53
UNH Unitedhealth Group Inc. Sold out 0.00% −0.51
MIDD Middleby Corp. Sold out 0.00% −0.15
TECH Bio-Techne Corp. Reduce -0.4% 0.52% −0.10
CTSH Cognizant Tech Solutions-A Reduce -4.5% 1.47% −0.09
ROST Ross Stores Inc. Reduce -2.9% 1.05% −0.07
QCOM Qualcomm Inc. Reduce -2.4% 2.74% −0.06
DHR Danaher Corp. Reduce -4.2% 0.29% −0.03
GNTX Gentex Corp. Reduce -0.5% 0.26% −0.03
MSI Motorola Solutions Inc. Reduce -0.3% 0.33% −0.03
VRSK Verisk Analytics Inc. Reduce -1.7% 1.57% −0.01
ADBE Adobe Inc. Reduce -1.1% 0.10% −0.00
LOPE Grand Canyon Education Inc. Reduce -0.4% 0.94% +0.05
ANSS Ansys Inc. Reduce -0.2% 0.85% +0.06
HEI Heico Corp. Reduce -0.4% 1.56% +0.24
IVV iShares Core S&P 500 ETF Reduce -0.2% 4.88% +0.30

Portfolio Buys Q1 2025 → Q2 2025
UPS United Parcel Service Class B New 0.73% +0.73
MSFT Microsoft Corp. Add +1.6% 1.11% +0.26
GOOG Alphabet Inc. Class C Add +0.5% 2.37% +0.22
AMZN Amazon.com Inc. Add +0.5% 1.86% +0.20
GEV GE Vernova Inc. New 0.14% +0.14
CEG Constellation Energy New 0.11% +0.11
EQT Eqt Corp. New 0.10% +0.10
WMT Walmart Inc. Add +0.3% 1.07% +0.08
JPM JPMorgan Chase & Co. Add +4.2% 0.49% +0.08
SPY SS SPDR S&P 500 ETF Trust-US Add +1.2% 0.58% +0.04
BLK BlackRock Inc. Add +0.3% 0.57% +0.04
IBMQ iShares Ibonds Dec 2028 Muni Add +26.7% 0.20% +0.04
BAC Bank of America Corp. Add +4.8% 0.22% +0.03
AGG iShares Core U.S. Aggregate Add +9.9% 0.32% +0.02
CSCO Cisco Systems Inc. Add +4.5% 0.12% +0.01
IEMG iShares Core MSCI Emerging Add +1.5% 0.11% +0.01
IBMP iShares Ibonds Dec 2027 Term Add +4.0% 1.17% +0.01
IBMN iShares Ibonds Dec 2025 Term Add +6.7% 0.28% +0.01
SHY iShares 1-3 Year Treasury Bo Add +5.4% 0.21% +0.00
IBMO iShares Ibonds Dec 2026 Term Add +3.6% 0.47% +0.00
HD Home Depot Inc. Add +3.3% 0.13% −0.00
V Visa Inc. Class A Add +0.1% 4.84% −0.10
AAPL Apple Inc. Add +0.0% 14.09% −1.70

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