Postrock Partners LLC

In its 13F for Q4 2025 (holdings as of December 31, 2025, filed January 16, 2026), Postrock Partners LLC reported 80 stock positions worth $230.2 million. Its top holding was Apple (AAPL) at 17.0% of the portfolio, followed by Berkshire Hathaway Class A (BRK.A, 14.4%) and Alphabet Class A (GOOGL, 6.5%). Compared with Q3 2025, it opened 1 new position, sold out of 4, added to 1 and reduced 4. The biggest buy was iShares Core S&P 500 ETF (IVV, shares +2%) and the biggest sale an exit from iShares Ibonds Dec 2025 Term (IBMN).

Most Recent 13F
Q2 2026
Location
OVERLAND PARK, KS
CIK
0002053668
Portfolio Value
$230.2M (Q4 2025)
SEC Filing
0001951757-26-000192 ↗ filed Jan 16, 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 $230.2M Q4 2025 Q1 2026: $216.2M Q1 2026 Q2 2026: $245.9M Q2 2026

Holdings 80 stocks · $230.2M
AAPL Apple Inc. 16.96% 143,584 $39.0M No change
BRK.A Berkshire Hathaway Inc. Class A 14.43% 44 $33.2M No change
GOOGL Alphabet Inc. Class A 6.55% 48,158 $15.1M No change
FAST Fastenal Co. 5.91% 338,720 $13.6M No change
IVV iShares Core S&P 500 ETF 4.99% 16,755 $11.5M Add +2.0%
BKNG Booking Holdings Inc. 4.57% 1,966 $10.5M No change
V Visa Inc. Class A 4.34% 28,506 $10.0M No change
GOOG Alphabet Inc. Class C 3.80% 27,890 $8.8M No change
NVDA Nvidia Corp. 3.65% 44,988 $8.4M No change
QCOM Qualcomm Inc. 2.68% 36,024 $6.2M No change
AMZN Amazon.com Inc. 1.78% 17,711 $4.1M No change
CTSH Cognizant Tech Solutions-A 1.43% 39,522 $3.3M No change
HEI Heico Corp. 1.39% 9,922 $3.2M No change
ROST Ross Stores Inc. 1.35% 17,257 $3.1M No change
SPGI S&P Global Inc. 1.18% 5,205 $2.7M No change
UBER Uber Technologies Inc. 1.16% 32,648 $2.7M No change
WMT Walmart Inc. 1.11% 22,883 $2.5M No change
IBMP iShares Ibonds Dec 2027 Term 1.07% 96,609 $2.5M No change
VRSK Verisk Analytics Inc. 1.02% 10,521 $2.4M No change
VEEV Veeva Systems Inc. Class A 1.02% 10,470 $2.3M No change
MSFT Microsoft Corp. 0.98% 4,683 $2.3M No change
TSCO Tractor Supply Company 0.92% 42,225 $2.1M No change
AMD Advanced Micro Devices 0.85% 9,109 $2.0M No change
RBA RB Global Inc. 0.79% 17,780 $1.8M No change
LOPE Grand Canyon Education Inc. 0.75% 10,428 $1.7M No change
ROL Rollins Inc. 0.71% 27,169 $1.6M No change
MU Micron Technology Inc. 0.68% 5,510 $1.6M No change
SCHW Schwab (charles) Corp. 0.65% 15,078 $1.5M No change
UPS United Parcel Service Class B 0.64% 14,916 $1.5M No change
SPY SS SPDR S&P 500 ETF Trust-US 0.58% 1,964 $1.3M No change
PANW Palo Alto Networks Inc. 0.54% 6,738 $1.2M No change
TECH Bio-Techne Corp. 0.54% 21,086 $1.2M No change
BLK BlackRock Inc. 0.53% 1,134 $1.2M No change
CPRT Copart Inc. 0.51% 30,180 $1.2M No change
JPM JPMorgan Chase & Co. 0.49% 3,502 $1.1M No change
AMT American Tower Corp. 0.46% 6,015 $1.1M Reduce -2.0%
IBMO iShares Ibonds Dec 2026 Term 0.40% 36,306 $931K Reduce -2.1%
SUB iShares Short-Term National 0.39% 8,400 $896K No change
COST Costco Wholesale Corp. 0.39% 1,038 $895K No change
EMB iShares JP Morgan Usd Emergi 0.38% 9,000 $867K No change
SNPS Synopsys Inc. 0.34% 1,683 $791K Reduce -1.6%
NOW ServiceNow Inc. 0.34% 5,035 $771K No change
CSGP Costar Group Inc. 0.33% 11,440 $769K No change
DHR Danaher Corp. 0.30% 2,997 $686K Reduce -1.0%
AGG iShares Core U.S. Aggregate 0.29% 6,784 $678K No change
MSI Motorola Solutions Inc. 0.27% 1,620 $621K No change
IWM iShares Russell 2000 ETF 0.27% 2,506 $617K No change
IWR iShares Russell Mid-Cap ETF 0.27% 6,376 $614K No change
USB US Bancorp 0.26% 11,125 $594K No change
IVE iShares S&P 500 Value ETF 0.25% 2,765 $586K No change
IJR iShares Core S&P Small-Cap E 0.25% 4,800 $577K No change
GNTX Gentex Corp. 0.25% 24,552 $571K No change
BAC Bank of America Corp. filed as BANK AMERICA CORP 0.23% 9,721 $535K No change
LKQ LKQ Corp. 0.22% 16,445 $497K No change
BRK.B Berkshire Hathaway Inc. Class B 0.21% 981 $493K No change
CHE Chemed Corp. 0.20% 1,103 $472K No change
IBMQ iShares Ibonds Dec 2028 Muni 0.19% 16,841 $431K No change
SHY iShares 1-3 Year Treasury Bo 0.19% 5,192 $430K No change
MPC Marathon Petroleum Corp. 0.18% 2,565 $417K No change
VNQ Vanguard Real Estate ETF 0.17% 4,335 $384K No change
HWM Howmet Aerospace Inc. 0.16% 1,850 $379K No change
GEV GE Vernova Inc. 0.15% 546 $357K No change
CGNX Cognex Corp. 0.15% 9,694 $349K No change
GILD Gilead Sciences Inc. 0.14% 2,681 $329K No change
IWS iShares Russell Mid-Cap Valu 0.14% 2,306 $325K No change
INTU Intuit Inc. 0.14% 481 $319K No change
QQQ Invesco QQQ Trust Series 1 0.13% 497 $305K No change
TYL Tyler Technologies Inc. 0.12% 630 $286K No change
MA Mastercard Inc. Class A 0.12% 484 $276K No change
IEMG iShares Core MSCI Emerging 0.12% 3,988 $268K No change
CSCO Cisco Systems Inc. 0.12% 3,475 $268K No change
CEG Constellation Energy 0.11% 721 $255K No change
CME Cme Group Inc. 0.11% 925 $253K No change
HD Home Depot Inc. 0.11% 713 $245K No change
AMAT Applied Materials Inc. 0.10% 936 $241K New
CRM Salesforce Inc. 0.10% 904 $239K No change
GS Goldman Sachs Group Inc. 0.10% 265 $233K No change
JCI Johnson Controls Internation 0.10% 1,880 $225K No change
MUB iShares National Muni Bond E 0.10% 2,075 $222K No change
WST West Pharmaceutical Services 0.09% 771 $212K No change

Portfolio Sells Q3 2025 → Q4 2025
IBMN iShares Ibonds Dec 2025 Term Sold out 0.00% −0.26
IBDQ iShares Ibonds Dec 2025 Term Sold out 0.00% −0.11
T AT&T Inc. Sold out 0.00% −0.09
LHX L3HARRIS Technologies Inc. Sold out 0.00% −0.09
AMT American Tower Corp. Reduce -2.0% 0.46% −0.06
SNPS Synopsys Inc. Reduce -1.6% 0.34% −0.03
IBMO iShares Ibonds Dec 2026 Term Reduce -2.1% 0.40% −0.02
DHR Danaher Corp. Reduce -1.0% 0.30% +0.03

Portfolio Buys Q3 2025 → Q4 2025
IVV iShares Core S&P 500 ETF Add +2.0% 4.99% +0.13
AMAT Applied Materials Inc. New 0.10% +0.10

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