POSTROCK PARTNERS LLC

OVERLAND PARK, KS · CIK 2053668 · 13F filing filed 2026-07-24

No investment adviser registration (Form ADV) found for this filer. It may be a parent company whose subsidiaries are the registered advisers, a bank or insurer, or a manager based outside the US.

Others nearbyOverland Park, KS

$245.9m reported value +13.8% vs Q1 2026

78positions

67.5%in top 10

3 new 14 added 0 reduced 7 sold out vs Q1 2026

Holdings, Q2 2026

The small lines show how much was held over the last 4 quarters (adjusted for stock splits).

#	Security	Ticker	Shares	Value	% of portfolio	Change	Shares change
1	APPLE INC COM AAPL	AAPL	143,624	$41.6m16.90%	16.90%	Unchanged
2	BERKSHIRE HATHAWAY INC DEL CL A BRK.A	BRK.A	44	$32.9m13.40%	13.40%	Unchanged
3	ALPHABET INC CAP STK CL A GOOGL	GOOGL	48,158	$17.2m7.00%	7.00%	Unchanged
4	FASTENAL CO COM FAST	FAST	338,720	$16.3m6.62%	6.62%	Unchanged
5	ISHARES TR CORE S&P500 ETF IVV	IVV	18,522	$13.9m5.64%	5.64%	Added +1.0k	+1,039 5.9%
6	ALPHABET INC CAP STK CL C GOOG	GOOG	27,890	$9.9m4.01%	4.01%	Unchanged
7	VISA INC COM CL A V	V	28,506	$9.8m3.98%	3.98%	Unchanged
8	NVIDIA CORPORATION COM NVDA	NVDA	45,026	$9.0m3.66%	3.66%	Added +38	+38 0.1%
9	BOOKING HOLDINGS INC COM BKNG	BKNG	49,150	$8.8m3.56%	3.56%	Unchanged
10	QUALCOMM INC COM QCOM	QCOM	36,024	$6.7m2.71%	2.71%	Unchanged
11	MICRON TECHNOLOGY INC COM MU	MU	5,493	$6.3m2.58%	2.58%	Unchanged
12	ADVANCED MICRO DEVICES INC COM AMD	AMD	9,109	$5.3m2.15%	2.15%	Unchanged
13	AMAZON COM INC COM AMZN	AMZN	17,741	$4.2m1.72%	1.72%	Added +30	+30 0.2%
14	ROSS STORES INC COM ROST	ROST	17,257	$3.7m1.49%	1.49%	Unchanged
15	HEICO CORP NEW COM HEI	HEI	9,922	$3.5m1.44%	1.44%	Unchanged
16	WALMART INC COM WMT	WMT	22,883	$2.6m1.05%	1.05%	Unchanged
17	ISHARES TR IBONDS DEC 27 IBMP	IBMP	98,576	$2.5m1.02%	1.02%	Added +1.9k	+1,950 2.0%
18	UBER TECHNOLOGIES INC COM UBER	UBER	32,923	$2.4m0.97%	0.97%	Added +275	+275 0.8%
19	PALO ALTO NETWORKS INC COM PANW	PANW	6,793	$2.3m0.94%	0.94%	Unchanged
20	S&P GLOBAL INC COM SPGI	SPGI	5,224	$2.1m0.87%	0.87%	Added +19	+19 0.4%
21	RB GLOBAL INC COM RBA	RBA	17,780	$2.1m0.84%	0.84%	Unchanged
22	VERISK ANALYTICS INC COM VRSK	VRSK	10,521	$1.9m0.77%	0.77%	Unchanged
23	VEEVA SYS INC CL A COM VEEV	VEEV	10,470	$1.9m0.76%	0.76%	Unchanged
24	MICROSOFT CORP COM MSFT	MSFT	4,753	$1.8m0.72%	0.72%	Added +70	+70 1.5%
25	UNITED PARCEL SERVICE INC CL B UPS	UPS	14,916	$1.6m0.65%	0.65%	Unchanged
26	COGNIZANT TECHNOLOGY SOLUTIO CL A CTSH	CTSH	39,522	$1.5m0.62%	0.62%	Unchanged
27	GRAND CANYON ED INC COM LOPE	LOPE	10,385	$1.5m0.60%	0.60%	Unchanged
28	BIO-TECHNE CORP COM TECH	TECH	21,006	$1.5m0.60%	0.60%	Unchanged
29	SCHWAB CHARLES CORP COM SCHW	SCHW	15,444	$1.4m0.58%	0.58%	Added +366	+366 2.4%
30	SPDR S&P 500 ETF TR TR UNIT SPY	SPY	1,800	$1.3m0.55%	0.55%	Unchanged
31	TRACTOR SUPPLY CO COM TSCO	TSCO	42,225	$1.3m0.54%	0.54%	Unchanged
32	JPMORGAN CHASE & CO COM JPM	JPM	3,502	$1.1m0.47%	0.47%	Unchanged
33	ROLLINS INC COM ROL	ROL	27,169	$1.1m0.46%	0.46%	Unchanged
34	BLACKROCK INC COM BLK	BLK	1,134	$1.1m0.44%	0.44%	Unchanged
35	ISHARES TR IBONDS DEC 26 IBMO	IBMO	38,606	$989.9k0.40%	0.40%	Added +1.9k	+1,950 5.3%
36	AMERICAN TOWER CORP NEW COM AMT	AMT	6,015	$983.9k0.40%	0.40%	Unchanged
37	COSTCO WHSL CORP NEW COM COST	COST	1,038	$971.0k0.39%	0.39%	Unchanged
38	ISHARES TR SHRT NAT MUN ETF SUB	SUB	8,400	$894.3k0.36%	0.36%	Unchanged
39	ISHARES TR JPMORGAN USD EMG EMB	EMB	9,000	$868.0k0.35%	0.35%	Unchanged
40	COPART INC COM CPRT	CPRT	30,180	$850.8k0.35%	0.35%	Unchanged
41	ISHARES TR CORE S&P SCP ETF IJR	IJR	5,441	$807.0k0.33%	0.33%	Added +641	+641 13.3%
42	ISHARES TR RUSSELL 2000 ETF IWM	IWM	2,506	$752.9k0.31%	0.31%	Unchanged
43	SYNOPSYS INC COM SNPS	SNPS	1,683	$750.7k0.31%	0.31%	Unchanged
44	ISHARES TR RUS MID CAP ETF IWR	IWR	6,376	$703.4k0.29%	0.29%	Unchanged
45	COGNEX CORP COM CGNX	CGNX	9,694	$702.0k0.29%	0.29%	Unchanged
46	APPLIED MATLS INC COM AMAT	AMAT	936	$676.7k0.28%	0.28%	Unchanged
47	ISHARES TR CORE US AGGBD ET AGG	AGG	6,784	$671.5k0.27%	0.27%	Unchanged
48	MOTOROLA SOLUTIONS INC COM NEW MSI	MSI	1,615	$670.7k0.27%	0.27%	Unchanged
49	MARATHON PETE CORP COM MPC	MPC	2,565	$655.8k0.27%	0.27%	Unchanged
50	GE VERNOVA INC COM GEV	GEV	546	$641.5k0.26%	0.26%	Unchanged
51	BNY MELLON ETF TRUST II MUN OPPTYS ETF BMOP	BMOP	25,342	$638.9k0.26%	0.26%	Unchanged
52	ISHARES TR S&P 500 VAL ETF IVE	IVE	2,765	$627.8k0.26%	0.26%	Unchanged
53	GENTEX CORP COM GNTX	GNTX	24,417	$617.0k0.25%	0.25%	Unchanged
54	DANAHER CORPORATION COM DHR	DHR	3,122	$594.7k0.24%	0.24%	Added +125	+125 4.2%
55	BANK AMERICA CORP COM BAC	BAC	9,721	$553.9k0.23%	0.23%	Unchanged
56	SERVICENOW INC COM NOW	NOW	5,227	$518.9k0.21%	0.21%	Added +202	+202 4.0%
57	CHEMED CORP NEW COM CHE	CHE	1,103	$513.7k0.21%	0.21%	Unchanged
58	BERKSHIRE HATHAWAY INC DEL CL B NEW BRK.B	BRK.B	1,004	$502.4k0.20%	0.20%	Added +23	+23 2.3%
59	HOWMET AEROSPACE INC COM HWM	HWM	1,850	$497.4k0.20%	0.20%	Unchanged
60	ISHARES TR IBONDS DEC 28 IBMQ	IBMQ	19,181	$490.6k0.20%	0.20%	Added +1.9k	+1,950 11.3%
61	LKQ CORP COM LKQ	LKQ	16,445	$433.0k0.18%	0.18%	Unchanged
62	ISHARES TR 1 3 YR TREAS BD SHY	SHY	5,192	$426.3k0.17%	0.17%	Unchanged
63	VANGUARD INDEX FDS REAL ESTATE ETF VNQ	VNQ	4,335	$418.0k0.17%	0.17%	Unchanged
64	CISCO SYS INC COM CSCO	CSCO	3,475	$408.2k0.17%	0.17%	Unchanged
65	ISHARES TR RUS MDCP VAL ETF IWS	IWS	2,306	$379.6k0.15%	0.15%	Unchanged
66	INVESCO QQQ TR UNIT SER 1 QQQ	QQQ	497	$366.0k0.15%	0.15%	Unchanged
67	GILEAD SCIENCES INC COM GILD	GILD	2,681	$338.7k0.14%	0.14%	Unchanged
68	ISHARES INC CORE MSCI EMKT IEMG	IEMG	3,988	$330.4k0.13%	0.13%	Unchanged
69	COSTAR GROUP INC COM CSGP	CSGP	11,440	$324.0k0.13%	0.13%	Unchanged
70	WEST PHARMACEUTICAL SVSC INC COM WST	WST	771	$276.8k0.11%	0.11%	New
71	ENTEGRIS INC COM ENTG	ENTG	1,538	$276.6k0.11%	0.11%	New
72	JOHNSON CTLS INTL PLC SHS JCI	JCI	1,880	$274.7k0.11%	0.11%	Unchanged
73	GOLDMAN SACHS GROUP INC COM GS	GS	265	$268.0k0.11%	0.11%	Unchanged
74	ISHARES TR CORE S&P MCP ETF IJH	IJH	3,382	$260.8k0.11%	0.11%	New
75	HOME DEPOT INC COM HD	HD	713	$251.5k0.10%	0.10%	Unchanged
76	MASTERCARD INCORPORATED CL A MA	MA	484	$248.6k0.10%	0.10%	Unchanged
77	ISHARES TR NATIONAL MUN ETF MUB	MUB	2,075	$223.3k0.09%	0.09%	Unchanged
78	CME GROUP INC COM CME	CME	925	$204.3k0.08%	0.08%	Unchanged

Sold out since Q1 2026

Security	Ticker	Shares held before	Value then
L3HARRIS TECHNOLOGIES INC LHX	LHX	662	$228.5k662 shares
EQT CORP EQT	EQT	3,540	$225.3k3.5k shares
AT&T INC T	T	7,470	$216.6k7.5k shares
TYLER TECHNOLOGIES INC TYL	TYL	630	$215.7k630 shares
ENSIGN GROUP INC ENSG	ENSG	1,046	$210.8k1.0k shares
INTUIT INTU	INTU	481	$208.0k481 shares
CONSTELLATION ENERGY CORP CEG	CEG	721	$201.3k721 shares