Postrock Partners LLC

In its 13F for Q3 2025 (holdings as of September 30, 2025, filed October 28, 2025), Postrock Partners LLC reported 83 stock positions worth $226.1 million. Its top holding was Apple (AAPL) at 16.2% of the portfolio, followed by Berkshire Hathaway Class A (BRK.A, 14.7%) and Fastenal (FAST, 7.3%). Compared with Q2 2025, it opened 5 new positions, sold out of 4, added to 1 and reduced 4. The biggest buy was a new position in Synopsys (SNPS) and the biggest sale an exit from Ansys (ANSS).

Most Recent 13F
Q2 2026
Location
OVERLAND PARK, KS
CIK
0002053668
Portfolio Value
$226.1M (Q3 2025)
SEC Filing
0001951757-25-001224 ↗ filed Oct 28, 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 Q2 2025 Q3 2025: $226.1M $226.1M Q3 2025 Q4 2025: $230.2M Q4 2025 Q1 2026: $216.2M Q1 2026 Q2 2026: $245.9M Q2 2026

Holdings 83 stocks · $226.1M
AAPL Apple Inc. 16.17% 143,584 $36.6M No change
BRK.A Berkshire Hathaway Inc. Class A 14.67% 44 $33.2M No change
FAST Fastenal Co. 7.35% 338,720 $16.6M No change
GOOGL Alphabet Inc. Class A 5.18% 48,158 $11.7M No change
IVV iShares Core S&P 500 ETF 4.86% 16,421 $11.0M No change
BKNG Booking Holdings Inc. 4.69% 1,966 $10.6M No change
V Visa Inc. Class A 4.30% 28,506 $9.7M No change
NVDA Nvidia Corp. 3.71% 44,988 $8.4M No change
GOOG Alphabet Inc. Class C 3.00% 27,890 $6.8M No change
QCOM Qualcomm Inc. 2.65% 36,024 $6.0M No change
AMZN Amazon.com Inc. 1.72% 17,711 $3.9M No change
HEI Heico Corp. 1.42% 9,922 $3.2M No change
UBER Uber Technologies Inc. 1.41% 32,648 $3.2M No change
VEEV Veeva Systems Inc. Class A 1.38% 10,470 $3.1M No change
CTSH Cognizant Tech Solutions-A 1.17% 39,522 $2.7M No change
VRSK Verisk Analytics Inc. 1.17% 10,521 $2.6M No change
ROST Ross Stores Inc. 1.16% 17,257 $2.6M No change
SPGI S&P Global Inc. 1.12% 5,205 $2.5M No change
IBMP iShares Ibonds Dec 2027 Term 1.09% 96,609 $2.5M No change
MSFT Microsoft Corp. 1.07% 4,683 $2.4M No change
TSCO Tractor Supply Company 1.06% 42,225 $2.4M No change
WMT Walmart Inc. 1.04% 22,883 $2.4M No change
LOPE Grand Canyon Education Inc. 1.01% 10,428 $2.3M No change
RBA RB Global Inc. 0.85% 17,780 $1.9M No change
ROL Rollins Inc. 0.71% 27,169 $1.6M No change
AMD Advanced Micro Devices 0.65% 9,109 $1.5M Add +1.1%
SCHW Schwab (charles) Corp. 0.64% 15,078 $1.4M No change
PANW Palo Alto Networks Inc. 0.61% 6,738 $1.4M No change
CPRT Copart Inc. 0.60% 30,180 $1.4M No change
BLK BlackRock Inc. 0.58% 1,134 $1.3M No change
SPY SS SPDR S&P 500 ETF Trust-US 0.58% 1,964 $1.3M No change
UPS United Parcel Service Class B 0.55% 14,916 $1.2M Reduce -1.2%
AMT American Tower Corp. 0.52% 6,138 $1.2M No change
TECH Bio-Techne Corp. 0.52% 21,086 $1.2M No change
JPM JPMorgan Chase & Co. 0.49% 3,502 $1.1M No change
CSGP Costar Group Inc. 0.43% 11,440 $965K No change
COST Costco Wholesale Corp. 0.42% 1,038 $961K No change
IBMO iShares Ibonds Dec 2026 Term 0.42% 37,098 $952K Reduce -3.4%
NOW ServiceNow Inc. 0.41% 1,007 $927K No change
MU Micron Technology Inc. 0.41% 5,510 $922K No change
SUB iShares Short-Term National 0.40% 8,400 $897K No change
EMB iShares JP Morgan Usd Emergi 0.38% 9,000 $857K No change
SNPS Synopsys Inc. 0.37% 1,710 $844K New
MSI Motorola Solutions Inc. 0.33% 1,620 $741K No change
GNTX Gentex Corp. 0.31% 24,552 $695K No change
AGG iShares Core U.S. Aggregate 0.30% 6,784 $680K No change
IWR iShares Russell Mid-Cap ETF 0.27% 6,376 $616K No change
IWM iShares Russell 2000 ETF 0.27% 2,506 $606K No change
DHR Danaher Corp. 0.27% 3,026 $600K No change
IBMN iShares Ibonds Dec 2025 Term 0.26% 22,268 $597K No change
IVE iShares S&P 500 Value ETF 0.25% 2,765 $571K No change
IJR iShares Core S&P Small-Cap E 0.25% 4,800 $570K No change
USB US Bancorp 0.24% 11,125 $538K No change
LKQ LKQ Corp. 0.22% 16,445 $502K Reduce -0.2%
BAC Bank of America Corp. filed as BANK AMERICA CORP 0.22% 9,721 $502K No change
MPC Marathon Petroleum Corp. 0.22% 2,565 $494K No change
CHE Chemed Corp. 0.22% 1,103 $494K No change
BRK.B Berkshire Hathaway Inc. Class B 0.22% 981 $493K No change
CGNX Cognex Corp. 0.19% 9,694 $439K No change
IBMQ iShares Ibonds Dec 2028 Muni 0.19% 16,841 $432K No change
SHY iShares 1-3 Year Treasury Bo 0.19% 5,192 $431K No change
VNQ Vanguard Real Estate ETF 0.18% 4,335 $396K No change
HWM Howmet Aerospace Inc. 0.16% 1,850 $363K No change
GEV GE Vernova Inc. 0.15% 546 $336K No change
TYL Tyler Technologies Inc. 0.15% 630 $330K No change
INTU Intuit Inc. 0.15% 481 $328K No change
IWS iShares Russell Mid-Cap Valu 0.14% 2,306 $322K No change
QQQ Invesco QQQ Trust Series 1 0.13% 497 $298K No change
GILD Gilead Sciences Inc. 0.13% 2,681 $298K No change
HD Home Depot Inc. 0.13% 713 $289K No change
MA Mastercard Inc. Class A 0.12% 484 $275K No change
IEMG iShares Core MSCI Emerging 0.12% 3,988 $263K No change
CME Cme Group Inc. 0.11% 925 $250K No change
IBDQ iShares Ibonds Dec 2025 Term 0.11% 9,600 $242K No change
CSCO Cisco Systems Inc. 0.11% 3,475 $238K Reduce -0.1%
CEG Constellation Energy 0.10% 721 $237K No change
MUB iShares National Muni Bond E 0.10% 2,075 $221K No change
CRM Salesforce Inc. 0.09% 904 $214K No change
GS Goldman Sachs Group Inc. 0.09% 265 $211K New
T AT&T Inc. 0.09% 7,470 $211K No change
JCI Johnson Controls Internation 0.09% 1,880 $207K New
WST West Pharmaceutical Services 0.09% 771 $202K New
LHX L3HARRIS Technologies Inc. 0.09% 662 $202K New

Portfolio Sells Q2 2025 → Q3 2025
ANSS Ansys Inc. Sold out 0.00% −0.85
UPS United Parcel Service Class B Reduce -1.2% 0.55% −0.18
GDDY GoDaddy Inc. Class A Sold out 0.00% −0.12
EQT Eqt Corp. Sold out 0.00% −0.10
ADBE Adobe Inc. Sold out 0.00% −0.10
LKQ LKQ Corp. Reduce -0.2% 0.22% −0.07
IBMO iShares Ibonds Dec 2026 Term Reduce -3.4% 0.42% −0.05
CSCO Cisco Systems Inc. Reduce -0.1% 0.11% −0.01

Portfolio Buys Q2 2025 → Q3 2025
SNPS Synopsys Inc. New 0.37% +0.37
GS Goldman Sachs Group Inc. New 0.09% +0.09
JCI Johnson Controls Internation New 0.09% +0.09
LHX L3HARRIS Technologies Inc. New 0.09% +0.09
WST West Pharmaceutical Services New 0.09% +0.09
AMD Advanced Micro Devices Add +1.1% 0.65% +0.04

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