Postrock Partners LLC

In its 13F for Q1 2026 (holdings as of March 31, 2026, filed May 6, 2026), Postrock Partners LLC reported 82 stock positions worth $216.2 million. Its top holding was Apple (AAPL) at 16.9% of the portfolio, followed by Berkshire Hathaway Class A (BRK.A, 14.6%) and Fastenal (FAST, 7.3%). Compared with Q4 2025, it opened 5 new positions, sold out of 3, added to 6 and reduced 7. The biggest buy was iShares Core S&P 500 ETF (IVV, shares +4%) and the biggest sale an exit from US Bancorp (USB).

Most Recent 13F
Q2 2026
Location
OVERLAND PARK, KS
CIK
0002053668
Portfolio Value
$216.2M (Q1 2026)
SEC Filing
0001951757-26-000777 ↗ filed May 6, 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 Q4 2025 Q1 2026: $216.2M $216.2M Q1 2026 Q2 2026: $245.9M Q2 2026

Holdings 82 stocks · $216.2M
AAPL Apple Inc. 16.86% 143,624 $36.5M Add +0.0%
BRK.A Berkshire Hathaway Inc. Class A 14.62% 44 $31.6M No change
FAST Fastenal Co. 7.27% 338,720 $15.7M No change
GOOGL Alphabet Inc. Class A 6.41% 48,158 $13.8M No change
IVV iShares Core S&P 500 ETF 5.28% 17,483 $11.4M Add +4.3%
V Visa Inc. Class A 3.99% 28,506 $8.6M No change
BKNG Booking Holdings Inc. 3.83% 1,966 $8.3M No change
GOOG Alphabet Inc. Class C 3.70% 27,890 $8.0M No change
NVDA Nvidia Corp. 3.63% 44,988 $7.8M No change
QCOM Qualcomm Inc. 2.15% 36,024 $4.6M No change
ROST Ross Stores Inc. 1.73% 17,257 $3.7M No change
AMZN Amazon.com Inc. 1.71% 17,711 $3.7M No change
WMT Walmart Inc. 1.32% 22,883 $2.8M No change
HEI Heico Corp. 1.26% 9,922 $2.7M No change
IBMP iShares Ibonds Dec 2027 Term 1.14% 96,626 $2.5M Add +0.0%
CTSH Cognizant Tech Solutions-A 1.12% 39,522 $2.4M No change
UBER Uber Technologies Inc. 1.09% 32,648 $2.3M No change
SPGI S&P Global Inc. 1.02% 5,205 $2.2M No change
VRSK Verisk Analytics Inc. 0.92% 10,521 $2.0M No change
TSCO Tractor Supply Company 0.88% 42,225 $1.9M No change
MU Micron Technology Inc. 0.86% 5,493 $1.9M Reduce -0.3%
AMD Advanced Micro Devices 0.86% 9,109 $1.9M No change
VEEV Veeva Systems Inc. Class A 0.85% 10,470 $1.8M No change
LOPE Grand Canyon Education Inc. 0.82% 10,385 $1.8M Reduce -0.4%
MSFT Microsoft Corp. 0.80% 4,683 $1.7M No change
RBA RB Global Inc. 0.79% 17,780 $1.7M No change
UPS United Parcel Service Class B 0.68% 14,916 $1.5M No change
ROL Rollins Inc. 0.67% 27,169 $1.5M No change
SCHW Schwab (charles) Corp. 0.66% 15,078 $1.4M No change
SPY SS SPDR S&P 500 ETF Trust-US 0.54% 1,800 $1.2M Reduce -8.3%
TECH Bio-Techne Corp. 0.51% 21,006 $1.1M Reduce -0.4%
BLK BlackRock Inc. 0.50% 1,134 $1.1M No change
PANW Palo Alto Networks Inc. 0.50% 6,793 $1.1M Add +0.8%
AMT American Tower Corp. 0.48% 6,015 $1.0M No change
COST Costco Wholesale Corp. 0.48% 1,038 $1.0M No change
JPM JPMorgan Chase & Co. 0.48% 3,502 $1.0M No change
CPRT Copart Inc. 0.46% 30,180 $1.0M No change
IBMO iShares Ibonds Dec 2026 Term 0.43% 36,656 $939K Add +1.0%
SUB iShares Short-Term National 0.41% 8,400 $895K No change
EMB iShares JP Morgan Usd Emergi 0.39% 9,000 $845K No change
MSI Motorola Solutions Inc. 0.32% 1,615 $701K Reduce -0.3%
AGG iShares Core U.S. Aggregate 0.31% 6,784 $673K No change
SNPS Synopsys Inc. 0.31% 1,683 $667K No change
MPC Marathon Petroleum Corp. 0.29% 2,565 $626K No change
BMOP BNY Meln Munipl Opp ETF 0.29% 25,342 $624K New
IWM iShares Russell 2000 ETF 0.29% 2,506 $621K No change
IWR iShares Russell Mid-Cap ETF 0.29% 6,376 $620K No change
IJR iShares Core S&P Small-Cap E 0.28% 4,800 $597K No change
IVE iShares S&P 500 Value ETF 0.27% 2,765 $584K No change
DHR Danaher Corp. 0.26% 2,997 $568K No change
GNTX Gentex Corp. 0.25% 24,417 $534K Reduce -0.6%
NOW ServiceNow Inc. 0.24% 5,025 $525K Reduce -0.2%
LKQ LKQ Corp. 0.22% 16,445 $483K No change
GEV GE Vernova Inc. 0.22% 546 $477K No change
CGNX Cognex Corp. 0.22% 9,694 $475K No change
BAC Bank of America Corp. filed as BANK AMERICA CORP 0.22% 9,721 $474K No change
BRK.B Berkshire Hathaway Inc. Class B 0.22% 981 $470K No change
CSGP Costar Group Inc. 0.21% 11,440 $461K No change
IBMQ iShares Ibonds Dec 2028 Muni 0.20% 17,231 $440K Add +2.3%
SHY iShares 1-3 Year Treasury Bo 0.20% 5,192 $429K No change
HWM Howmet Aerospace Inc. 0.20% 1,850 $426K No change
CHE Chemed Corp. 0.19% 1,103 $417K No change
VNQ Vanguard Real Estate ETF 0.18% 4,335 $385K No change
GILD Gilead Sciences Inc. 0.17% 2,681 $374K No change
IWS iShares Russell Mid-Cap Valu 0.16% 2,306 $336K No change
AMAT Applied Materials Inc. 0.15% 936 $320K No change
QQQ Invesco QQQ Trust Series 1 0.13% 497 $287K No change
IEMG iShares Core MSCI Emerging 0.13% 3,988 $278K No change
CME Cme Group Inc. 0.13% 925 $273K No change
CSCO Cisco Systems Inc. 0.12% 3,475 $270K No change
JCI Johnson Controls Internation 0.11% 1,880 $246K No change
MA Mastercard Inc. Class A 0.11% 484 $242K No change
HD Home Depot Inc. 0.11% 713 $234K No change
LHX L3HARRIS Technologies Inc. 0.11% 662 $228K New
EQT Eqt Corp. 0.10% 3,540 $225K New
GS Goldman Sachs Group Inc. 0.10% 265 $224K No change
MUB iShares National Muni Bond E 0.10% 2,075 $220K No change
T AT&T Inc. 0.10% 7,470 $217K New
TYL Tyler Technologies Inc. 0.10% 630 $216K No change
ENSG The Ensign Group Inc. 0.10% 1,046 $211K New
INTU Intuit Inc. 0.10% 481 $208K No change
CEG Constellation Energy 0.09% 721 $201K No change

Portfolio Sells Q4 2025 → Q1 2026
USB US Bancorp Sold out 0.00% −0.26
CRM Salesforce Inc. Sold out 0.00% −0.10
WST West Pharmaceutical Services Sold out 0.00% −0.09
NOW ServiceNow Inc. Reduce -0.2% 0.24% −0.09
SPY SS SPDR S&P 500 ETF Trust-US Reduce -8.3% 0.54% −0.04
TECH Bio-Techne Corp. Reduce -0.4% 0.51% −0.03
GNTX Gentex Corp. Reduce -0.6% 0.25% −0.00
MSI Motorola Solutions Inc. Reduce -0.3% 0.32% +0.05
LOPE Grand Canyon Education Inc. Reduce -0.4% 0.82% +0.06
MU Micron Technology Inc. Reduce -0.3% 0.86% +0.18

Portfolio Buys Q4 2025 → Q1 2026
IVV iShares Core S&P 500 ETF Add +4.3% 5.28% +0.30
BMOP BNY Meln Munipl Opp ETF New 0.29% +0.29
LHX L3HARRIS Technologies Inc. New 0.11% +0.11
EQT Eqt Corp. New 0.10% +0.10
T AT&T Inc. New 0.10% +0.10
ENSG The Ensign Group Inc. New 0.10% +0.10
IBMP iShares Ibonds Dec 2027 Term Add +0.0% 1.14% +0.07
IBMO iShares Ibonds Dec 2026 Term Add +1.0% 0.43% +0.03
IBMQ iShares Ibonds Dec 2028 Muni Add +2.3% 0.20% +0.02
PANW Palo Alto Networks Inc. Add +0.8% 0.50% −0.04
AAPL Apple Inc. Add +0.0% 16.86% −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