POSTROCK PARTNERS LLC

CIK 0002053668 • 6 13F filings • May 2, 2025 – Jul 24, 2026

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Filer information

Filed by: POSTROCK PARTNERS LLC, Chief Compliance Officer
Address: 6700 ANTIOCH ROAD, SUITE 470, OVERLAND PARK, OR, 66204
Phone: (913) 308-8030
AUM: $230.2M

AUM over time

$245.9M latest

Sector allocation over time

Past 5 quarters

Q4 2025

Q3 2025

Q2 2026

Q2 2025

Q1 2026

TechnologyConsumer DiscretionaryConsumer StaplesFinancialsIndustrialsReal EstateOther

Holdings by filing

Portfolio value: $245.9M78 positionsView on SEC.gov

			% of Portfolio
ADVANCED MICRO DEVICES INC	COM	$5.3M	2.2%Prev: 0.6%	9,109 SH	Increased+100 SH
ALPHABET INC	CAP STK CL A	$17.2M	7.0%Prev: 4.1%	48,158 SH	Increased
ALPHABET INC	CAP STK CL C	$9.9M	4.0%Prev: 2.4%	27,890 SH	Increased
AMAZON COM INC	COM	$4.2M	1.7%Prev: 1.9%	17,741 SH	Increased+30 SH
AMERICAN TOWER CORP	COM	$984K	0.4%	6,015 SH	New
APPLE INC	COM	$41.6M	16.9%Prev: 14.1%	143,624 SH	Increased+40 SH
APPLIED MATLS INC	COM	$677K	0.3%	936 SH	New
BANK OF AMER CORP	COM	$554K	0.2%	9,721 SH	New
BERKSHIRE HATHAWAY INC DEL	CL A	$32.9M	13.4%Prev: 15.3%	44 SH	Increased
BERKSHIRE HATHAWAY INC DEL	CL B NEW	$502K	0.2%Prev: 0.2%	1,004 SH	Increased+23 SH
BIO-TECHNE CORP	COM	$1.5M	0.6%Prev: 0.5%	21,006 SH	Increased-80 SH
BLACKROCK INC	COM	$1.1M	0.4%Prev: 0.6%	1,134 SH	Decreased
BNY MELLON ETF TRUST II	MUN OPPTYS ETF	$639K	0.3%	25,342 SH	New
BOOKING HOLDINGS INC	COM	$8.8M	3.6%Prev: 5.4%	49,150 SH	Decreased+47,184 SH
CHEMED CORP NEW	COM	$514K	0.2%Prev: 0.3%	1,103 SH	Decreased
CISCO SYS INC	COM	$408K	0.2%Prev: 0.1%	3,475 SH	Increased-5 SH
CME GROUP INC	COM	$204K	0.1%Prev: 0.1%	925 SH	Decreased
COGNEX CORP	COM	$702K	0.3%Prev: 0.1%	9,694 SH	Increased
COGNIZANT TECHNOLOGY SOLUTIO	CL A	$1.5M	0.6%Prev: 1.5%	39,522 SH	Decreased
COPART INC	COM	$851K	0.3%Prev: 0.7%	30,180 SH	Decreased
COSTAR GROUP INC	COM	$324K	0.1%Prev: 0.4%	11,440 SH	Decreased
COSTCO WHOLESALE CORPORATION	COM	$971K	0.4%	1,038 SH	New
DANAHER CORP DEL	COM	$595K	0.2%	3,122 SH	New
ENTEGRIS INC	COM	$277K	0.1%	1,538 SH	New
FASTENAL CO	COM	$16.3M	6.6%Prev: 6.8%	338,720 SH	Increased
GE VERNOVA INC	COM	$641K	0.3%Prev: 0.1%	546 SH	Increased
GENTEX CORP	COM	$617K	0.3%Prev: 0.3%	24,417 SH	Increased-135 SH
GILEAD SCIENCES INC	COM	$339K	0.1%Prev: 0.1%	2,681 SH	Increased
GOLDMAN SACHS GROUP INC	COM	$268K	0.1%	265 SH	New
GRAND CANYON ED INC	COM	$1.5M	0.6%Prev: 0.9%	10,385 SH	Decreased-43 SH
HEICO CORP NEW	COM	$3.5M	1.4%Prev: 1.6%	9,922 SH	Increased
HOME DEPOT INC	COM	$251K	0.1%Prev: 0.1%	713 SH	Decreased
HOWMET AEROSPACE INC	COM	$497K	0.2%Prev: 0.2%	1,850 SH	Increased
INVESCO QQQ TR	UNIT SER 1	$366K	0.1%Prev: 0.1%	497 SH	Increased
ISHARES INC	CORE MSCI EMKT	$330K	0.1%Prev: 0.1%	3,988 SH	Increased
ISHARES TR	1 3 YR TREAS BD	$426K	0.2%Prev: 0.2%	5,192 SH	Decreased
ISHARES TR	CORE S&P MCP ETF	$261K	0.1%	3,382 SH	New
ISHARES TR	CORE S&P SCP ETF	$807K	0.3%Prev: 0.3%	5,441 SH	Increased+641 SH
ISHARES TR	CORE S&P500 ETF	$13.9M	5.6%Prev: 4.9%	18,522 SH	Increased+2,101 SH
ISHARES TR	CORE US AGGBD ET	$671K	0.3%Prev: 0.3%	6,784 SH	Decreased
ISHARES TR	IBONDS DEC 26	$990K	0.4%Prev: 0.5%	38,606 SH	Increased+190 SH
ISHARES TR	IBONDS DEC 27	$2.5M	1.0%Prev: 1.2%	98,576 SH	Increased+1,967 SH
ISHARES TR	IBONDS DEC 28	$491K	0.2%Prev: 0.2%	19,181 SH	Increased+2,340 SH
ISHARES TR	JPMORGAN USD EMG	$868K	0.4%Prev: 0.4%	9,000 SH	Increased
ISHARES TR	NATIONAL MUN ETF	$223K	0.1%Prev: 0.1%	2,075 SH	Increased
ISHARES TR	RUS MDCP VAL ETF	$380K	0.2%Prev: 0.1%	2,306 SH	Increased
ISHARES TR	RUS MID CAP ETF	$703K	0.3%Prev: 0.3%	6,376 SH	Increased
ISHARES TR	RUSSELL 2000 ETF	$753K	0.3%Prev: 0.3%	2,506 SH	Increased
ISHARES TR	S&P 500 VAL ETF	$628K	0.3%Prev: 0.3%	2,765 SH	Increased
ISHARES TR	SHRT NAT MUN ETF	$894K	0.4%Prev: 0.4%	8,400 SH	Increased
JOHNSON CONTROLS INTERNATION	SHS	$275K	0.1%	1,880 SH	New
JPMORGAN CHASE & CO	COM	$1.1M	0.5%	3,502 SH	New
LKQ CORP	COM	$433K	0.2%Prev: 0.3%	16,445 SH	Decreased-34 SH
MARATHON PETE CORP	COM	$656K	0.3%Prev: 0.2%	2,565 SH	Increased
MASTERCARD INCORPORATED	CL A	$249K	0.1%Prev: 0.1%	484 SH	Decreased
MICRON TECHNOLOGY INC	COM	$6.3M	2.6%Prev: 0.3%	5,493 SH	Increased-17 SH
MICROSOFT CORP	COM	$1.8M	0.7%Prev: 1.1%	4,753 SH	Decreased+70 SH
MOTOROLA SOLUTIONS INC	COM NEW	$671K	0.3%Prev: 0.3%	1,615 SH	Decreased-5 SH
NVIDIA CORPORATION	COM	$9.0M	3.7%Prev: 3.4%	45,026 SH	Increased+38 SH
PALO ALTO NETWORKS INC	COM	$2.3M	0.9%Prev: 0.7%	6,793 SH	Increased+55 SH
QUALCOMM INC	COM	$6.7M	2.7%Prev: 2.7%	36,024 SH	Increased
RB GLOBAL INC	COM	$2.1M	0.8%Prev: 0.9%	17,780 SH	Increased
ROLLINS INC	COM	$1.1M	0.5%Prev: 0.7%	27,169 SH	Decreased
ROSS STORES INC	COM	$3.7M	1.5%Prev: 1.1%	17,257 SH	Increased
S&P GLOBAL INC	COM	$2.1M	0.9%Prev: 1.3%	5,224 SH	Decreased+19 SH
SCHWAB CHARLES CORP	COM	$1.4M	0.6%Prev: 0.7%	15,444 SH	Increased+366 SH
SERVICENOW INC	COM	$519K	0.2%Prev: 0.5%	5,227 SH	Decreased+4,220 SH
STATE STR SPDR S&P 500 ETF T	TR UNIT	$1.3M	0.5%	1,800 SH	New
SYNOPSYS INC	COM	$751K	0.3%	1,683 SH	New
TRACTOR SUPPLY CO	COM	$1.3M	0.5%Prev: 1.1%	42,225 SH	Decreased
UBER TECHNOLOGIES INC	COM	$2.4M	1.0%Prev: 1.5%	32,923 SH	Decreased+275 SH
UNITED PARCEL SVCS INC	CL B	$1.6M	0.7%	14,916 SH	New
VANGUARD INDEX FDS	REAL ESTATE ETF	$418K	0.2%Prev: 0.2%	4,335 SH	Increased
VEEVA SYS INC	CL A COM	$1.9M	0.8%Prev: 1.4%	10,470 SH	Decreased
VERISK ANALYTICS INC	COM	$1.9M	0.8%Prev: 1.6%	10,521 SH	Decreased
VISA INC	COM CL A	$9.8M	4.0%Prev: 4.8%	28,506 SH	Decreased
WALMART INC	COM	$2.6M	1.1%Prev: 1.1%	22,883 SH	Increased
WEST PHARMACEUTICAL SVSC INC	COM	$277K	0.1%	771 SH	New

Sold (vs prior filing)

ADOBE INC — $206K
AMERICAN TOWER CORP NEW — $1.4M
ANSYS INC — $1.8M
AT&T INC — $216K
BANK AMERICA CORP — $460K
CONSTELLATION ENERGY CORP — $233K
COSTCO WHSL CORP NEW — $1.0M
DANAHER CORPORATION — $598K
EQT CORP — $206K
GODADDY INC — $258K
INTUIT — $379K
ISHARES TR — $596K
ISHARES TR — $242K
JPMORGAN CHASE & CO. — $1.0M
SALESFORCE INC — $247K
SPDR S&P 500 ETF TR — $1.2M
TYLER TECHNOLOGIES INC — $373K
UNITED PARCEL SERVICE INC — $1.5M
US BANCORP DEL — $503K

All filings

Open a filing on Jive Data

Filing Date	Quarter	Form	Accession	Portfolio	Filing
Jan 16, 2026	Q4 2025	13F-HR	0001951757-26-000192	$230.2M	View
Oct 28, 2025	Q3 2025	13F-HR	0001951757-25-001224	$226.1M	View
Jul 24, 2026	Q2 2026