POSTROCK PARTNERS LLC

CIK

2053668

Location

OVERLAND PARK, KS

Portfolio Value

Small $248,903,474

Diversification

Diversified

Filing Date

Global Rank

#5,850 / 8,827 ▼ 4 · as of Jun 2026

Top Industry

Consumer Electronics 21.7%

Period ended 38 days ago

Filed Nov 2, 2026 · 5d

8 quarters · since Dec 2024

Regulatory profile

From Form ADV, the SEC filer profile, 13D/13G type codes and N-CEN, never from the name.

Holder type

Unknown

Portfolio style

Measured from the filed 13F common-share book for Jun 30, 2026, the newest measured quarter, never from the firm's own description.

Style

Concentrated

The top 10 positions are 74.7% of the book (60%+)

Turnover

Low turnover

2.1% over the last four quarters (under 30%)

Horizon

Medium horizon

Value-weighted holding period 6.9 quarters (4 to under 12)

Closest benchmark: the S&P 500 as of 2026-06-30, active share 69.1%; sector active share 19.1% against the combined 13F book's sector weights.

Over time 7 measured quarters

How the bands are measured

Style bands measure the filed 13F common-share book each closed quarter, tested in this order. Unknown: under $10,000,000 of valued equity or 5 stocks. Index-like (100+ stocks): active share of 20% or less against the closest benchmark, which is the S&P 500, S&P MidCap 400, S&P SmallCap 600, Russell 1000, Russell 2000, Nasdaq-100 or Dow Jones Industrial Average (weighted by an index-tracking fund's reported holdings or the index's constituents nearest the quarter end, over the names resolved to companies, and only when those are 90%+ of its weight) or every 13F filer's combined book, or index series holding 80%+ of the registered fund assets it advises (N-CEN) and equal to 50%+ of its book. Systematic-like: 500+ stocks, 100%+ annual turnover and a top 10 weight of 25% or less. Concentrated: a top 10 weight of 60%+ or 12 or fewer effective positions. Diversified active: none of these. Turnover is the smaller of buys and sells over average equity value, summed over four quarters: low under 30%, high 100%+. Horizon is the value-weighted number of quarters each position has been held: short under 4, long 12+.

Clone Performance

Build a hypothetical price-return history from this filer's public 13F holdings.

View clone backtest

Portfolio Concentration

83 tracked positions · as of Sep 30, 2026 · Δ vs Jun 30, 2026

Top Position

19.2%

+2.3 pts

Top 5

59.9%

+1.7 pts

Top 10

76.4%

+1.7 pts

HHI

881

Diversified+65

Portfolio Trend

8 quarters · across all stocks

Sector Breakdown

As of Sep 30, 2026

Sector	% Portfolio	Value	Positions
Technology	33.6%	$83,680,788	17
Financial Services	20.4%	$50,818,228	11
Unclassified	11.4%	$28,461,751	24
Industrials	10.6%	$26,451,007	9
Communication Services	10.5%	$26,075,163	2
Consumer Cyclical	7.9%	$19,743,747	8
Healthcare	2.6%	$6,445,194	6
Consumer Defensive	2.0%	$4,898,106	3
Real Estate	0.5%	$1,315,238	2
Energy	0.4%	$1,014,252	1

Last Quarter's Activity

Export CSV

Sep 30, 2026 vs Jun 30, 2026

Added To

Positions the filer increased

12 positions

Ticker	Company	Δ Shares	Shares	Value
IJH	iShares Core S&P Mid-Cap ETF	+2,262	5,644	$406,085
AGG	iShares Core U.S. Aggregate Bond ETF	+2,250	9,034	$854,074
CPRT	Copart Inc	+699	30,879	$842,379
IJR	iShares Core S&P Small-Cap ETF	+621	6,062	$824,674
NOW	ServiceNow, Inc.	+200	5,427	$727,272
UBER	Uber Technologies, Inc	+195	33,118	$2,268,914
AMZN	Amazon Com Inc	+161	17,902	$4,460,283
AMT	American Tower Corp	+105	6,120	$1,001,782
MSFT	Microsoft Corp	+70	4,823	$2,473,716
GOOGL	Alphabet Inc.	+5	48,163	$16,571,925
SPGI	S&P Global Inc.	+3	5,227	$2,061,894
COST	Costco Wholesale Corp	+1	1,039	$945,843
No positions match the current search.

Trimmed

Positions the filer reduced

7 positions

Ticker	Company	Δ Shares	Shares	Value
AMD	Advanced Micro Devices Inc	−6,550	2,559	$1,565,493
PANW	Palo Alto Networks Inc	−5,623	1,170	$464,852
IBMQ	iShares iBonds Dec 2028 Term Muni Bond ETF	−1,950	17,231	$433,187
IBMO	iShares iBonds Dec 2026 Term Muni Bond ETF	−1,950	36,656	$939,859
IBMP	iShares iBonds Dec 2027 Term Muni Bond ETF	−1,950	96,626	$2,438,840
AAPL	Apple Inc.	−40	143,584	$47,816,343
IVV	iShares Core S&P 500 ETF	−10	18,512	$14,177,415
No positions match the current search.

New Positions

Positions the filer opened this quarter

5 positions

Ticker	Company	Shares	Value
IDEV	iShares Core MSCI International Developed Markets ETF	2,963	$265,129
SPAB	State Street(R) SPDR(R) Portfolio Aggregate Bond ETF	10,286	$250,566
SMTH	ALPS \| Smith Core Plus Bond ETF	9,123	$223,878
VONE	VANGUARD RUSSELL 1000 INDEX FUND	630	$216,720
TYL	Tyler Technologies Inc	630	$200,718
No positions match the current search.

Sold Out

Positions the filer fully exited

No qualifying positions this quarter.

Portfolio Positions

Compact Export CSV View 13F filing

83 tracked positions · $248,903,474 total · filing declares 83 positions · $249,227,172 · as of Sep 30, 2026

All sectors Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Real Estate Technology

Showing 1–50 of 83 positions by value · page 1 of 2

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
AAPL	Apple Inc. Technology	Reduced	143,584	-40	$47,816,343	+15.1%	19.21%
BRK-A	Berkshire Hathaway Inc Financial Services	Held	44	0	$32,868,220	−0.2%	13.21%
FAST	Fastenal Co Industrials	Held	338,720	0	$16,776,801	+3.1%	6.74%
GOOGL	Alphabet Inc. Communication Services	Added	48,163	+5	$16,571,925	−3.7%	6.66%
IVV	iShares Core S&P 500 ETF	Reduced	18,512	-10	$14,177,415	+2.2%	5.70%
NVDA	Nvidia Corp Technology	Held	45,026	0	$10,283,037	+14.1%	4.13%
V	Visa Inc. Financial Services	Held	28,506	0	$10,243,060	+4.7%	4.12%
GOOG	Alphabet Inc. Communication Services	Held	27,890	0	$9,503,238	−3.6%	3.82%
BKNG	Booking Holdings Inc. Consumer Cyclical	Held	49,150	0	$8,007,026	−8.6%	3.22%
QCOM	Qualcomm Inc Technology	Held	36,024	0	$6,629,856	−0.4%	2.66%
MU	Micron Technology Inc Technology	Held	5,493	0	$5,850,649	−7.7%	2.35%
AMZN	Amazon Com Inc Consumer Cyclical	Added	17,902	+161	$4,460,283	+5.5%	1.79%
ROST	Ross Stores, Inc. Consumer Cyclical	Held	17,257	0	$4,027,783	+9.7%	1.62%
HEI	Heico Corp Industrials	Held	9,922	0	$3,008,151	−14.9%	1.21%
VEEV	Veeva Systems Inc Healthcare	Held	10,470	0	$2,988,661	+60.8%	1.20%
MSFT	Microsoft Corp Technology	Added	4,823	+70	$2,473,716	+39.5%	0.99%
IBMP	iShares iBonds Dec 2027 Term Muni Bond ETF	Reduced	96,626	-1,950	$2,438,840	−2.7%	0.98%
WMT	Walmart Inc. Consumer Defensive	Held	22,883	0	$2,378,001	−8.2%	0.96%
CTSH	Cognizant Technology Solutions Corp Technology	Held	39,522	0	$2,270,143	+48.3%	0.91%
UBER	Uber Technologies, Inc Technology	Added	33,118	+195	$2,268,914	−4.5%	0.91%
SPGI	S&P Global Inc. Financial Services	Added	5,227	+3	$2,061,894	−3.1%	0.83%
VRSK	Verisk Analytics, Inc. Industrials	Held	10,521	0	$1,765,949	−6.5%	0.71%
LOPE	Grand Canyon Education, Inc. Consumer Defensive	Held	10,385	0	$1,574,262	+5.9%	0.63%
AMD	Advanced Micro Devices Inc Technology	Reduced	2,559	-6,550	$1,565,493	−70.4%	0.63%
TECH	BIO-TECHNE Corp Healthcare	Held	21,006	0	$1,522,304	+2.6%	0.61%
SCHW	Schwab Charles Corp Financial Services	Held	15,444	0	$1,509,496	+5.9%	0.61%
RBA	Rb Global Inc. Industrials	Held	17,780	0	$1,447,114	−30.1%	0.58%
UPS	United Parcel Service Inc Industrials	Held	14,916	0	$1,393,751	−13.1%	0.56%
SPY	Spdr S&P 500 ETF Trust	Held	1,800	0	$1,372,734	+2.1%	0.55%
TSCO	Tractor Supply Co Consumer Cyclical	Held	42,225	0	$1,321,220	−1.0%	0.53%
BLK	BlackRock, Inc. Financial Services	Held	1,134	0	$1,200,100	+10.1%	0.48%
JPM	Jpmorgan Chase & Co Financial Services	Held	3,502	0	$1,158,566	+1.1%	0.47%
MPC	Marathon Petroleum Corp Energy	Held	2,565	0	$1,014,252	+54.7%	0.41%
AMT	American Tower Corp Real Estate	Added	6,120	+105	$1,001,782	+1.8%	0.40%
COST	Costco Wholesale Corp Consumer Defensive	Added	1,039	+1	$945,843	−2.6%	0.38%
IBMO	iShares iBonds Dec 2026 Term Muni Bond ETF	Reduced	36,656	-1,950	$939,859	−5.1%	0.38%
SUB	iShares Short-Term National Muni Bond ETF	Held	8,400	0	$878,136	−1.8%	0.35%
AGG	iShares Core U.S. Aggregate Bond ETF	Added	9,034	+2,250	$854,074	+27.2%	0.34%
CPRT	Copart Inc Industrials	Added	30,879	+699	$842,379	−1.0%	0.34%
IJR	iShares Core S&P Small-Cap ETF	Added	6,062	+621	$824,674	+2.2%	0.33%
ROL	Rollins Inc Consumer Cyclical	Held	27,169	0	$818,330	−27.8%	0.33%
EMB	iShares J.P. Morgan USD Emerging Markets Bond ETF	Held	9,000	0	$817,560	−5.8%	0.33%
SNPS	Synopsys Inc Technology	Held	1,683	0	$732,004	−2.5%	0.29%
NOW	ServiceNow, Inc. Technology	Added	5,427	+200	$727,272	+40.1%	0.29%
MSI	Motorola Solutions, Inc. Technology	Held	1,615	0	$720,241	+7.4%	0.29%
IWM	iShares Russell 2000 ETF	Held	2,506	0	$696,392	−7.5%	0.28%
DHR	Danaher Corp Healthcare	Held	3,122	0	$691,679	+16.3%	0.28%
IWR	iShares Russell Mid-Cap ETF	Held	6,376	0	$680,382	−3.3%	0.27%
IVE	iShares S&P 500 Value ETF	Held	2,765	0	$631,194	+0.5%	0.25%
BMOP		Held	25,342	0	$596,677	−6.6%	0.24%

Showing the top 50 of 83 positions. Create a free account to see every position, past quarters, search, filters and CSV export.

Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.