Postrock Partners
OVERLAND PARK, KSfiles as POSTROCK PARTNERS LLC
$246m in 78 US stocks at the end of 30 June 2026. The top 10 are 67.5% of the money. It changed about 6.4% of the portfolio this quarter.
Value
$246m
Stocks
78
Top 10 share
67.5%
Turnover
6.4%
What changed this quarter
New
Bought for the first time this quarter.
- West Pharmaceutical ServicesWST0.1% of the fund
- EntegrisENTG0.1% of the fund
- Ishares TRIJH0.1% of the fund
Added
Bought more of a stock they already held.
- Ishares TRIVV5.6% of the fund+6%
- Ishares TRIBMP1.0% of the fund+2%
- Charles SchwabSCHW0.6% of the fund+2%
- Ishares TRIBMO0.4% of the fund+5%
- Ishares TRIJR0.3% of the fund+13%
- DanaherDHR0.2% of the fund+4%
- ServiceNowNOW0.2% of the fund+4%
- Berkshire HathawayBRK-B0.2% of the fund+2%
- Ishares TRIBMQ0.2% of the fund+11%
Cut
Sold some of their stake.
None this quarter.
Sold out
Sold their entire stake.
- L3harris TechnologiesLHX-100%
- EQTEQT-100%
- AT&TT-100%
- Tyler TechnologiesTYL-100%
- Ensign GroupENSG-100%
- IntuitINTU-100%
- Constellation EnergyCEG-100%
Holdings
- Berkshire Hathaway INC DELBRK-A
- Share
- 13.4%
- Value
- $33m
- Shares
- 44
Held
- Ishares TRIVV
- Share
- 5.6%
- Value
- $14m
- Shares
- 18,522
+6%
- Ishares TRIBMP
- Share
- 1.0%
- Value
- $3m
- Shares
- 98,576
+2%
- State STR Spdr S&P 500 ETF TSPY
- Share
- 0.5%
- Value
- $1m
- Shares
- 1,800
Held
- Ishares TRIBMO
- Share
- 0.4%
- Value
- $989,862
- Shares
- 38,606
+5%
- Ishares TRSUB
- Share
- 0.4%
- Value
- $894,348
- Shares
- 8,400
Held
- Ishares TREMB
- Share
- 0.4%
- Value
- $867,960
- Shares
- 9,000
Held
- Ishares TRIJR
- Share
- 0.3%
- Value
- $806,955
- Shares
- 5,441
+13%
- Ishares TRIWM
- Share
- 0.3%
- Value
- $752,928
- Shares
- 2,506
Held
- Ishares TRIWR
- Share
- 0.3%
- Value
- $703,400
- Shares
- 6,376
Held
- Ishares TRAGG
- Share
- 0.3%
- Value
- $671,480
- Shares
- 6,784
Held
- BNY Mellon ETF Trust IIBMOP
- Share
- 0.3%
- Value
- $638,872
- Shares
- 25,342
Held
- Ishares TRIVE
- Share
- 0.3%
- Value
- $627,821
- Shares
- 2,765
Held
- Ishares TRIBMQ
- Share
- 0.2%
- Value
- $490,650
- Shares
- 19,181
+11%
- Ishares TRSHY
- Share
- 0.2%
- Value
- $426,315
- Shares
- 5,192
Held
- Vanguard Index FDSVNQ
- Share
- 0.2%
- Value
- $418,024
- Shares
- 4,335
Held
- Ishares TRIWS
- Share
- 0.2%
- Value
- $379,568
- Shares
- 2,306
Held
- Invesco QQQ TRQQQ
- Share
- 0.1%
- Value
- $365,991
- Shares
- 497
Held
- IsharesIEMG
- Share
- 0.1%
- Value
- $330,366
- Shares
- 3,988
Held
- Ishares TRIJH
- Share
- 0.1%
- Value
- $260,786
- Shares
- 3,382
New
- Ishares TRMUB
- Share
- <0.1%
- Value
- $223,312
- Shares
- 2,075
Held
| Company | Share of fund | Value | Shares | Change |
|---|---|---|---|---|
| AppleAAPL | 16.9% | $42m | 143,624 | Held |
| Berkshire Hathaway INC DELBRK-A | 13.4% | $33m | 44 | Held |
| AlphabetGOOGL | 7.0% | $17m | 48,158 | Held |
| FastenalFAST | 6.6% | $16m | 338,720 | Held |
| Ishares TRIVV | 5.6% | $14m | 18,522 | +6% |
| AlphabetGOOG | 4.0% | $10m | 27,890 | Held |
| VisaV | 4.0% | $10m | 28,506 | Held |
| NvidiaNVDA | 3.7% | $9m | 45,026 | Held |
| Booking HoldingsBKNG | 3.6% | $9m | 49,150 | Held |
| QualcommQCOM | 2.7% | $7m | 36,024 | Held |
| Micron TechnologyMU | 2.6% | $6m | 5,493 | Held |
| Advanced Micro DevicesAMD | 2.2% | $5m | 9,109 | Held |
| Amazon.comAMZN | 1.7% | $4m | 17,741 | Held |
| Ross StoresROST | 1.5% | $4m | 17,257 | Held |
| HeicoHEI | 1.4% | $4m | 9,922 | Held |
| WalmartWMT | 1.1% | $3m | 22,883 | Held |
| Ishares TRIBMP | 1.0% | $3m | 98,576 | +2% |
| Uber TechnologiesUBER | 1.0% | $2m | 32,923 | Held |
| Palo Alto NetworksPANW | 0.9% | $2m | 6,793 | Held |
| S&P GlobalSPGI | 0.9% | $2m | 5,224 | Held |
| RB GlobalRBA | 0.8% | $2m | 17,780 | Held |
| Verisk AnalyticsVRSK | 0.8% | $2m | 10,521 | Held |
| Veeva SystemsVEEV | 0.8% | $2m | 10,470 | Held |
| MicrosoftMSFT | 0.7% | $2m | 4,753 | Held |
| United Parcel ServiceUPS | 0.7% | $2m | 14,916 | Held |
| Cognizant Technology SolutionsCTSH | 0.6% | $2m | 39,522 | Held |
| Grand Canyon EducationLOPE | 0.6% | $1m | 10,385 | Held |
| Bio-TechneTECH | 0.6% | $1m | 21,006 | Held |
| Charles SchwabSCHW | 0.6% | $1m | 15,444 | +2% |
| State STR Spdr S&P 500 ETF TSPY | 0.5% | $1m | 1,800 | Held |
| Tractor SupplyTSCO | 0.5% | $1m | 42,225 | Held |
| JPMorgan ChaseJPM | 0.5% | $1m | 3,502 | Held |
| RollinsROL | 0.5% | $1m | 27,169 | Held |
| BlackRockBLK | 0.4% | $1m | 1,134 | Held |
| Ishares TRIBMO | 0.4% | $989,862 | 38,606 | +5% |
| American TowerAMT | 0.4% | $983,874 | 6,015 | Held |
| Costco WholesaleCOST | 0.4% | $971,018 | 1,038 | Held |
| Ishares TRSUB | 0.4% | $894,348 | 8,400 | Held |
| Ishares TREMB | 0.4% | $867,960 | 9,000 | Held |
| CopartCPRT | 0.3% | $850,774 | 30,180 | Held |
| Ishares TRIJR | 0.3% | $806,955 | 5,441 | +13% |
| Ishares TRIWM | 0.3% | $752,928 | 2,506 | Held |
| SynopsysSNPS | 0.3% | $750,736 | 1,683 | Held |
| Ishares TRIWR | 0.3% | $703,400 | 6,376 | Held |
| CognexCGNX | 0.3% | $702,039 | 9,694 | Held |
| Applied MaterialsAMAT | 0.3% | $676,728 | 936 | Held |
| Ishares TRAGG | 0.3% | $671,480 | 6,784 | Held |
| Motorola SolutionsMSI | 0.3% | $670,693 | 1,615 | Held |
| Marathon PetroleumMPC | 0.3% | $655,794 | 2,565 | Held |
| GE VernovaGEV | 0.3% | $641,474 | 546 | Held |
| BNY Mellon ETF Trust IIBMOP | 0.3% | $638,872 | 25,342 | Held |
| Ishares TRIVE | 0.3% | $627,821 | 2,765 | Held |
| GentexGNTX | 0.3% | $617,018 | 24,417 | Held |
| DanaherDHR | 0.2% | $594,679 | 3,122 | +4% |
| Bank of AmericaBAC | 0.2% | $553,903 | 9,721 | Held |
| ServiceNowNOW | 0.2% | $518,937 | 5,227 | +4% |
| ChemedCHE | 0.2% | $513,711 | 1,103 | Held |
| Berkshire HathawayBRK-B | 0.2% | $502,392 | 1,004 | +2% |
| Howmet AerospaceHWM | 0.2% | $497,391 | 1,850 | Held |
| Ishares TRIBMQ | 0.2% | $490,650 | 19,181 | +11% |
| LKQLKQ | 0.2% | $432,997 | 16,445 | Held |
| Ishares TRSHY | 0.2% | $426,315 | 5,192 | Held |
| Vanguard Index FDSVNQ | 0.2% | $418,024 | 4,335 | Held |
| Cisco SystemsCSCO | 0.2% | $408,174 | 3,475 | Held |
| Ishares TRIWS | 0.2% | $379,568 | 2,306 | Held |
| Invesco QQQ TRQQQ | 0.1% | $365,991 | 497 | Held |
| Gilead SciencesGILD | 0.1% | $338,718 | 2,681 | Held |
| IsharesIEMG | 0.1% | $330,366 | 3,988 | Held |
| Costar GroupCSGP | 0.1% | $323,981 | 11,440 | Held |
| West Pharmaceutical ServicesWST | 0.1% | $276,789 | 771 | New |
| EntegrisENTG | 0.1% | $276,625 | 1,538 | New |
| Johnson Controls InternationalJCI | 0.1% | $274,687 | 1,880 | Held |
| Goldman Sachs GroupGS | 0.1% | $268,013 | 265 | Held |
| Ishares TRIJH | 0.1% | $260,786 | 3,382 | New |
| Home DepotHD | 0.1% | $251,461 | 713 | Held |
| MastercardMA | 0.1% | $248,582 | 484 | Held |
| Ishares TRMUB | <0.1% | $223,312 | 2,075 | Held |
| CME GroupCME | <0.1% | $204,268 | 925 | Held |
Over time and by industry
Value over time
Jun '25
Dec '25
Jun '26
Value is up 17.6% since 30 June 2025.
Where the money is
Technology31.9%
Industrials12.8%
Media & telecom11.0%
Retail & consumer8.3%
Financial services7.1%
Health care2.1%
Everyday goods1.4%
Real estate0.5%
Energy0.3%
Other24.6%
From the fund's 13F filings. They list US stocks and options only, 45 days after each quarter, and leave out cash, bonds, shorts and foreign shares.