POSTROCK PARTNERS LLC Diversified Active

Name: POSTROCK PARTNERS LLC Q2 2026 13F Filing | 13F Explorer
Creator: POSTROCK PARTNERS LLC
Published: 2026-07-24

Location: Overland Park, KS

CIK: 0002053668 · Show all filings

Period: Q2 2026 (← Previous)

Filing Date: Jul 24, 2026

Total Value: $246M (100.0% shares, 0.0% debt)

Holdings (78)

New Positions (3)

WST WEST PHARMACEUTICAL SVSC INC 0.1%

Value $277K Shares 771 Est. Cost $359.00 Unrealized —

ENTG ENTEGRIS INC 0.1%

Value $277K Shares 1,538 Est. Cost $179.86 Unrealized —

IJH ISHARES TR 0.1%

Value $261K Shares 3,382 Est. Cost $77.11 Unrealized —

Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
WST	WEST PHARMACEUTICAL SVSC INC	771	$277K	0.1%	$359.00	—	COM	955306105
ENTG	ENTEGRIS INC	1,538	$277K	0.1%	$179.86	—	COM	29362U104
IJH	ISHARES TR	3,382	$261K	0.1%	$77.11	—	CORE S&P MCP ETF	464287507

Increased Positions (11)

IVV ISHARES TR 5.6%

Value $13.87M (+21.5%) Shares 18,522 (+5.9%) Est. Cost $601.04 Unrealized —

BKNG BOOKING HOLDINGS INC 3.6%

Value $8.76M (+5.8%) Shares 49,150 (+2400.0%) Est. Cost $361.68 Unrealized —

IJR ISHARES TR 0.3%

Value $807K (+35.2%) Shares 5,441 (+13.4%) Est. Cost $119.12 Unrealized —

IBMQ ISHARES TR 0.2%

Value $491K (+11.5%) Shares 19,181 (+11.3%) Est. Cost $25.27 Unrealized —

IBMO ISHARES TR 0.4%

Value $990K (+5.4%) Shares 38,606 (+5.3%) Est. Cost $25.47 Unrealized —

IBMP ISHARES TR 1.0%

Value $2.506M (+1.9%) Shares 98,576 (+2.0%) Est. Cost $25.16 Unrealized —

MSFT MICROSOFT CORP 0.7%

Value $1.773M (+2.3%) Shares 4,753 (+1.5%) Est. Cost $421.78 Unrealized —

BRK/B BERKSHIRE HATHAWAY INC DEL 0.2%

Value $502K (+6.9%) Shares 1,004 (+2.3%) Est. Cost $462.62 Unrealized —

DHR DANAHER CORP DEL 0.2%

Value $595K (+4.7%) Shares 3,122 (+4.2%) Est. Cost $241.81 Unrealized —

SCHW SCHWAB CHARLES CORP 0.6%

Value $1.425M (+0.6%) Shares 15,444 (+2.4%) Est. Cost $74.26 Unrealized —

NOW SERVICENOW INC 0.2%

Value $519K (-1.2%) Shares 5,227 (+4.0%) Est. Cost $174.72 Unrealized —

Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
IVV	ISHARES TR	18,522 (+5.9%)	$13.87M (+21.5%)	5.6%	$601.04	—	CORE S&P500 ETF	464287200
BKNG	BOOKING HOLDINGS INC	49,150 (+2400.0%)	$8.76M (+5.8%)	3.6%	$361.68	—	COM	09857L108
IJR	ISHARES TR	5,441 (+13.4%)	$807K (+35.2%)	0.3%	$119.12	—	CORE S&P SCP ETF	464287804
IBMQ	ISHARES TR	19,181 (+11.3%)	$491K (+11.5%)	0.2%	$25.27	—	IBONDS DEC 28	46435U325
IBMO	ISHARES TR	38,606 (+5.3%)	$990K (+5.4%)	0.4%	$25.47	—	IBONDS DEC 26	46435U259
IBMP	ISHARES TR	98,576 (+2.0%)	$2.506M (+1.9%)	1.0%	$25.16	—	IBONDS DEC 27	46435U283
MSFT	MICROSOFT CORP	4,753 (+1.5%)	$1.773M (+2.3%)	0.7%	$421.78	—	COM	594918104
BRK/B	BERKSHIRE HATHAWAY INC DEL	1,004 (+2.3%)	$502K (+6.9%)	0.2%	$462.62	—	CL B NEW	084670702
DHR	DANAHER CORP DEL	3,122 (+4.2%)	$595K (+4.7%)	0.2%	$241.81	—	COM	235851102
SCHW	SCHWAB CHARLES CORP	15,444 (+2.4%)	$1.425M (+0.6%)	0.6%	$74.26	—	COM	808513105
NOW	SERVICENOW INC	5,227 (+4.0%)	$519K (-1.2%)	0.2%	$174.72	—	COM	81762P102

Exited Positions (7)

LHX L3HARRIS TECHNOLOGIES INC 0.1%

Value $228K Shares 662 Est. Cost $343.14 Unrealized —

EQT EQT CORP 0.1%

Value $225K Shares 3,540 Est. Cost $55.27 Unrealized —

T AT&T INC 0.1%

Value $217K Shares 7,470 Est. Cost $25.75 Unrealized —

TYL TYLER TECHNOLOGIES INC 0.1%

Value $216K Shares 630 Est. Cost $604.28 Unrealized —

ENSG ENSIGN GROUP INC 0.1%

Value $211K Shares 1,046 Est. Cost $188.72 Unrealized —

INTU INTUIT 0.1%

Value $208K Shares 481 Est. Cost $634.69 Unrealized —

CEG CONSTELLATION ENERGY CORP 0.1%

Value $201K Shares 721 Est. Cost $263.84 Unrealized —

Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
LHX	L3HARRIS TECHNOLOGIES INC	662	$228K	0.1%	$343.14	—	—	502431109
EQT	EQT CORP	3,540	$225K	0.1%	$55.27	—	—	26884L109
T	AT&T INC	7,470	$217K	0.1%	$25.75	—	—	00206R102
TYL	TYLER TECHNOLOGIES INC	630	$216K	0.1%	$604.28	—	—	902252105
ENSG	ENSIGN GROUP INC	1,046	$211K	0.1%	$188.72	—	—	29358P101
INTU	INTUIT	481	$208K	0.1%	$634.69	—	—	461202103
CEG	CONSTELLATION ENERGY CORP	721	$201K	0.1%	$263.84	—	—	21037T109

Unchanged Positions (64)

AAPL APPLE INC 16.9%

Value $41.56M Shares 143,624 Est. Cost $234.51 Unrealized —

MU MICRON TECHNOLOGY INC 2.6%

Value $6.341M Shares 5,493 Est. Cost $101.25 Unrealized —

AMD ADVANCED MICRO DEVICES INC 2.2%

Value $5.292M Shares 9,109 Est. Cost $144.08 Unrealized —

GOOGL ALPHABET INC 7.0%

Value $17.21M Shares 48,158 Est. Cost $174.14 Unrealized —

QCOM QUALCOMM INC 2.7%

Value $6.657M Shares 36,024 Est. Cost $159.52 Unrealized —

GOOG ALPHABET INC 4.0%

Value $9.854M Shares 27,890 Est. Cost $175.67 Unrealized —

BRK/A BERKSHIRE HATHAWAY INC DEL 13.4%

Value $32.95M Shares 44 Est. Cost $692527.00 Unrealized —

PANW PALO ALTO NETWORKS INC 0.9%

Value $2.317M Shares 6,793 Est. Cost $188.91 Unrealized —

V VISA INC 4.0%

Value $9.78M Shares 28,506 Est. Cost $298.33 Unrealized —

NVDA NVIDIA CORPORATION 3.7%

Value $9.009M Shares 45,026 Est. Cost $137.79 Unrealized —

CTSH COGNIZANT TECHNOLOGY SOLUTIO 0.6%

Value $1.531M Shares 39,522 Est. Cost $76.85 Unrealized —

HEI HEICO CORP NEW 1.4%

Value $3.534M Shares 9,922 Est. Cost $259.07 Unrealized —

TSCO TRACTOR SUPPLY CO 0.5%

Value $1.335M Shares 42,225 Est. Cost $55.43 Unrealized —

FAST FASTENAL CO 6.6%

Value $16.27M Shares 338,720 Est. Cost $39.13 Unrealized —

AMZN AMAZON COM INC 1.7%

Value $4.228M Shares 17,741 Est. Cost $204.58 Unrealized —

TECH BIO-TECHNE CORP 0.6%

Value $1.484M Shares 21,006 Est. Cost $72.98 Unrealized —

RBA RB GLOBAL INC 0.8%

Value $2.07M Shares 17,780 Est. Cost $89.47 Unrealized —

AMAT APPLIED MATLS INC 0.3%

Value $677K Shares 936 Est. Cost $239.49 Unrealized —

ROL ROLLINS INC 0.5%

Value $1.134M Shares 27,169 Est. Cost $48.31 Unrealized —

LOPE GRAND CANYON ED INC 0.6%

Value $1.486M Shares 10,385 Est. Cost $153.25 Unrealized —

WMT WALMART INC 1.1%

Value $2.592M Shares 22,883 Est. Cost $85.80 Unrealized —

CGNX COGNEX CORP 0.3%

Value $702K Shares 9,694 Est. Cost $38.78 Unrealized —

SPY STATE STR SPDR S&P 500 ETF T 0.5%

Value $1.344M Shares 1,800 Est. Cost $586.45 Unrealized —

GEV GE VERNOVA INC 0.3%

Value $641K Shares 546 Est. Cost $415.97 Unrealized —

CPRT COPART INC 0.3%

Value $851K Shares 30,180 Est. Cost $56.95 Unrealized —

CSCO CISCO SYS INC 0.2%

Value $408K Shares 3,475 Est. Cost $60.11 Unrealized —

CSGP COSTAR GROUP INC 0.1%

Value $324K Shares 11,440 Est. Cost $75.52 Unrealized —

UPS UNITED PARCEL SVCS INC 0.7%

Value $1.603M Shares 14,916 Est. Cost $94.10 Unrealized —

IWM ISHARES TR 0.3%

Value $753K Shares 2,506 Est. Cost $219.95 Unrealized —

JPM JPMORGAN CHASE & CO 0.5%

Value $1.146M Shares 3,502 Est. Cost $229.01 Unrealized —

VRSK VERISK ANALYTICS INC 0.8%

Value $1.889M Shares 10,521 Est. Cost $276.10 Unrealized —

CHE CHEMED CORP NEW 0.2%

Value $514K Shares 1,103 Est. Cost $560.89 Unrealized —

SPGI S&P GLOBAL INC 0.9%

Value $2.128M Shares 5,224 Est. Cost $503.12 Unrealized —

GNTX GENTEX CORP 0.3%

Value $617K Shares 24,417 Est. Cost $29.93 Unrealized —

IWR ISHARES TR 0.3%

Value $703K Shares 6,376 Est. Cost $88.33 Unrealized —

SNPS SYNOPSYS INC 0.3%

Value $751K Shares 1,683 Est. Cost $565.30 Unrealized —

BAC BANK OF AMER CORP 0.2%

Value $554K Shares 9,721 Est. Cost $42.76 Unrealized —

QQQ INVESCO QQQ TR 0.1%

Value $366K Shares 497 Est. Cost $505.61 Unrealized —

HWM HOWMET AEROSPACE INC 0.2%

Value $497K Shares 1,850 Est. Cost $109.18 Unrealized —

CME CME GROUP INC 0.1%

Value $204K Shares 925 Est. Cost $219.66 Unrealized —

ROST ROSS STORES INC 1.5%

Value $3.673M Shares 17,257 Est. Cost $145.12 Unrealized —

COST COSTCO WHOLESALE CORPORATION 0.4%

Value $971K Shares 1,038 Est. Cost $922.64 Unrealized —

AMT AMERICAN TOWER CORP 0.4%

Value $984K Shares 6,015 Est. Cost $198.35 Unrealized —

IEMG ISHARES INC 0.1%

Value $330K Shares 3,988 Est. Cost $52.34 Unrealized —

LKQ LKQ CORP 0.2%

Value $433K Shares 16,445 Est. Cost $36.80 Unrealized —

IVE ISHARES TR 0.3%

Value $628K Shares 2,765 Est. Cost $190.81 Unrealized —

GS GOLDMAN SACHS GROUP INC 0.1%

Value $268K Shares 265 Est. Cost $734.84 Unrealized —

IWS ISHARES TR 0.2%

Value $380K Shares 2,306 Est. Cost $129.14 Unrealized —

GILD GILEAD SCIENCES INC 0.1%

Value $339K Shares 2,681 Est. Cost $87.00 Unrealized —

VNQ VANGUARD INDEX FDS 0.2%

Value $418K Shares 4,335 Est. Cost $89.08 Unrealized —

MSI MOTOROLA SOLUTIONS INC 0.3%

Value $671K Shares 1,615 Est. Cost $468.46 Unrealized —

MPC MARATHON PETE CORP 0.3%

Value $656K Shares 2,565 Est. Cost $148.83 Unrealized —

JCI JOHNSON CONTROLS INTERNATION 0.1%

Value $275K Shares 1,880 Est. Cost $106.86 Unrealized —

UBER UBER TECHNOLOGIES INC 1.0%

Value $2.376M Shares 32,923 Est. Cost $71.41 Unrealized —

EMB ISHARES TR 0.4%

Value $868K Shares 9,000 Est. Cost $89.04 Unrealized —

VEEV VEEVA SYS INC 0.8%

Value $1.858M Shares 10,470 Est. Cost $219.92 Unrealized —

HD HOME DEPOT INC 0.1%

Value $251K Shares 713 Est. Cost $395.93 Unrealized —

BMOP BNY MELLON ETF TRUST II 0.3%

Value $639K Shares 25,342 Est. Cost $24.63 Unrealized —

MA MASTERCARD INCORPORATED 0.1%

Value $249K Shares 484 Est. Cost $514.68 Unrealized —

MUB ISHARES TR 0.1%

Value $223K Shares 2,075 Est. Cost $106.55 Unrealized —

SHY ISHARES TR 0.2%

Value $426K Shares 5,192 Est. Cost $82.02 Unrealized —

AGG ISHARES TR 0.3%

Value $671K Shares 6,784 Est. Cost $97.23 Unrealized —

SUB ISHARES TR 0.4%

Value $894K Shares 8,400 Est. Cost $105.48 Unrealized —

BLK BLACKROCK INC 0.4%

Value $1.09M Shares 1,134 Est. Cost $991.05 Unrealized —

Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
AAPL	APPLE INC	143,624	$41.56M	16.9%	$234.51	—	COM	037833100
MU	MICRON TECHNOLOGY INC	5,493	$6.341M	2.6%	$101.25	—	COM	595112103
AMD	ADVANCED MICRO DEVICES INC	9,109	$5.292M	2.2%	$144.08	—	COM	007903107
GOOGL	ALPHABET INC	48,158	$17.21M	7.0%	$174.14	—	CAP STK CL A	02079K305
QCOM	QUALCOMM INC	36,024	$6.657M	2.7%	$159.52	—	COM	747525103
GOOG	ALPHABET INC	27,890	$9.854M	4.0%	$175.67	—	CAP STK CL C	02079K107
BRK/A	BERKSHIRE HATHAWAY INC DEL	44	$32.95M	13.4%	$692527.00	—	CL A	084670108
PANW	PALO ALTO NETWORKS INC	6,793	$2.317M	0.9%	$188.91	—	COM	697435105
V	VISA INC	28,506	$9.78M	4.0%	$298.33	—	COM CL A	92826C839
NVDA	NVIDIA CORPORATION	45,026	$9.009M	3.7%	$137.79	—	COM	67066G104
CTSH	COGNIZANT TECHNOLOGY SOLUTIO	39,522	$1.531M	0.6%	$76.85	—	CL A	192446102
HEI	HEICO CORP NEW	9,922	$3.534M	1.4%	$259.07	—	COM	422806109
TSCO	TRACTOR SUPPLY CO	42,225	$1.335M	0.5%	$55.43	—	COM	892356106
FAST	FASTENAL CO	338,720	$16.27M	6.6%	$39.13	—	COM	311900104
AMZN	AMAZON COM INC	17,741	$4.228M	1.7%	$204.58	—	COM	023135106
TECH	BIO-TECHNE CORP	21,006	$1.484M	0.6%	$72.98	—	COM	09073M104
RBA	RB GLOBAL INC	17,780	$2.07M	0.8%	$89.47	—	COM	74935Q107
AMAT	APPLIED MATLS INC	936	$677K	0.3%	$239.49	—	COM	038222105
ROL	ROLLINS INC	27,169	$1.134M	0.5%	$48.31	—	COM	775711104
LOPE	GRAND CANYON ED INC	10,385	$1.486M	0.6%	$153.25	—	COM	38526M106
WMT	WALMART INC	22,883	$2.592M	1.1%	$85.80	—	COM	931142103
CGNX	COGNEX CORP	9,694	$702K	0.3%	$38.78	—	COM	192422103
SPY	STATE STR SPDR S&P 500 ETF T	1,800	$1.344M	0.5%	$586.45	—	TR UNIT	78462F103
GEV	GE VERNOVA INC	546	$641K	0.3%	$415.97	—	COM	36828A101
CPRT	COPART INC	30,180	$851K	0.3%	$56.95	—	COM	217204106
CSCO	CISCO SYS INC	3,475	$408K	0.2%	$60.11	—	COM	17275R102
CSGP	COSTAR GROUP INC	11,440	$324K	0.1%	$75.52	—	COM	22160N109
UPS	UNITED PARCEL SVCS INC	14,916	$1.603M	0.7%	$94.10	—	CL B	911312106
IWM	ISHARES TR	2,506	$753K	0.3%	$219.95	—	RUSSELL 2000 ETF	464287655
JPM	JPMORGAN CHASE & CO	3,502	$1.146M	0.5%	$229.01	—	COM	46625H100
VRSK	VERISK ANALYTICS INC	10,521	$1.889M	0.8%	$276.10	—	COM	92345Y106
CHE	CHEMED CORP NEW	1,103	$514K	0.2%	$560.89	—	COM	16359R103
SPGI	S&P GLOBAL INC	5,224	$2.128M	0.9%	$503.12	—	COM	78409V104
GNTX	GENTEX CORP	24,417	$617K	0.3%	$29.93	—	COM	371901109
IWR	ISHARES TR	6,376	$703K	0.3%	$88.33	—	RUS MID CAP ETF	464287499
SNPS	SYNOPSYS INC	1,683	$751K	0.3%	$565.30	—	COM	871607107
BAC	BANK OF AMER CORP	9,721	$554K	0.2%	$42.76	—	COM	060505104
QQQ	INVESCO QQQ TR	497	$366K	0.1%	$505.61	—	UNIT SER 1	46090E103
HWM	HOWMET AEROSPACE INC	1,850	$497K	0.2%	$109.18	—	COM	443201108
CME	CME GROUP INC	925	$204K	0.1%	$219.66	—	COM	12572Q105
ROST	ROSS STORES INC	17,257	$3.673M	1.5%	$145.12	—	COM	778296103
COST	COSTCO WHOLESALE CORPORATION	1,038	$971K	0.4%	$922.64	—	COM	22160K105
AMT	AMERICAN TOWER CORP	6,015	$984K	0.4%	$198.35	—	COM	03027X100
IEMG	ISHARES INC	3,988	$330K	0.1%	$52.34	—	CORE MSCI EMKT	46434G103
LKQ	LKQ CORP	16,445	$433K	0.2%	$36.80	—	COM	501889208
IVE	ISHARES TR	2,765	$628K	0.3%	$190.81	—	S&P 500 VAL ETF	464287408
GS	GOLDMAN SACHS GROUP INC	265	$268K	0.1%	$734.84	—	COM	38141G104
IWS	ISHARES TR	2,306	$380K	0.2%	$129.14	—	RUS MDCP VAL ETF	464287473
GILD	GILEAD SCIENCES INC	2,681	$339K	0.1%	$87.00	—	COM	375558103
VNQ	VANGUARD INDEX FDS	4,335	$418K	0.2%	$89.08	—	REAL ESTATE ETF	922908553
MSI	MOTOROLA SOLUTIONS INC	1,615	$671K	0.3%	$468.46	—	COM NEW	620076307
MPC	MARATHON PETE CORP	2,565	$656K	0.3%	$148.83	—	COM	56585A102
JCI	JOHNSON CONTROLS INTERNATION	1,880	$275K	0.1%	$106.86	—	SHS	G51502105
UBER	UBER TECHNOLOGIES INC	32,923	$2.376M	1.0%	$71.41	—	COM	90353T100
EMB	ISHARES TR	9,000	$868K	0.4%	$89.04	—	JPMORGAN USD EMG	464288281
VEEV	VEEVA SYS INC	10,470	$1.858M	0.8%	$219.92	—	CL A COM	922475108
HD	HOME DEPOT INC	713	$251K	0.1%	$395.93	—	COM	437076102
BMOP	BNY MELLON ETF TRUST II	25,342	$639K	0.3%	$24.63	—	MUN OPPTYS ETF	05613H803
MA	MASTERCARD INCORPORATED	484	$249K	0.1%	$514.68	—	CL A	57636Q104
MUB	ISHARES TR	2,075	$223K	0.1%	$106.55	—	NATIONAL MUN ETF	464288414
SHY	ISHARES TR	5,192	$426K	0.2%	$82.02	—	1 3 YR TREAS BD	464287457
AGG	ISHARES TR	6,784	$671K	0.3%	$97.23	—	CORE US AGGBD ET	464287226
SUB	ISHARES TR	8,400	$894K	0.4%	$105.48	—	SHRT NAT MUN ETF	464288158
BLK	BLACKROCK INC	1,134	$1.09M	0.4%	$991.05	—	COM	09290D101