POSTROCK PARTNERS LLC logo

POSTROCK PARTNERS LLC

RIA/Wealth

POSTROCK PARTNERS LLC is a RIA/Wealth based in Overland Park, KS led by Bradley Dean Scott, reporting $449.7M in AUM as of Q3 2025 with 67% concentrated in top 10 holdings and 16% allocation to AAPL.

CEOBradley Dean Scott
Portfolio Value
$226.1M
Positions
83
Top Holding
AAPL at 16.17%
Last Reported
Q3 2025
Address6700 Antioch Road, Suite 470, Overland Park, KS, 66204, United States

Top Holdings

Largest long holdings in POSTROCK PARTNERS LLC's portfolio (66.6% of total portfolio)

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HoldingSectorPositionWeightTradedOwnership
1
Apple logo
Apple
AAPL
Consumer Electronics
Technology
$36.6M
16.17%
0.00%
143.6K shares
Insurance - Diversified
Financial Services
$33.2M
14.67%
0.00%
44.0 shares
Industrial - Distribution
Industrials
$16.6M
7.35%
0.03%
338.7K shares
Internet Content & Information
Communication Services
$11.7M
5.18%
0.00%
48.2K shares
ETF
ETF
$11.0M
4.86%
16.4K shares
Travel Services
Consumer Cyclical
$10.6M
4.69%
0.01%
2.0K shares
Financial - Credit Services
Financial Services
$9.7M
4.30%
0.00%
28.5K shares
8
Nvidia logo
Nvidia
NVDA
Semiconductors
Technology
$8.4M
3.71%
0.00%
45.0K shares
Internet Content & Information
Communication Services
$6.8M
3.00%
0.00%
27.9K shares
10
Qualcomm logo
Semiconductors
Technology
$6.0M
2.65%
0.00%
36.0K shares

Changes

Portfolio activity, position movements, and quarter-over-quarter changes in POSTROCK PARTNERS LLC's latest filing

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Market Value
$226.1M
Prior: $209.1M
Q/Q Change
+8.14%
+$17.0M
Net Flows % of MV
-0.451%
Turnover Ratio
0.925%
New Purchases
4 stocks
$1.5M
Added To
1 stocks
+$16.2K
Sold Out Of
4 stocks
$2.4M
Reduced Holdings
4 stocks
-$50.7K

Increased Positions

PositionShares Δ
New
New
New
New
+1.11%

Decreased Positions

PositionShares Δ
1
Ansys logo
Ansys
ANSS
Sold
2
GoDaddy logo
Sold
Sold
4
Adobe logo
Adobe
ADBE
Sold
-3.43%

Analytics

Portfolio insights and performance metrics for POSTROCK PARTNERS LLC

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Sector Allocation

Technology: 29.60%TechnologyFinancial Services: 22.80%Financial ServicesIndustrials: 11.70%IndustrialsConsumer Cyclical: 10.60%Consumer CyclicalETF: 10.50%ETFCommunication Services: 8.30%Healthcare: 2.60%Consumer Defensive: 2.50%Real Estate: 0.90%Utilities: 0.30%Energy: 0.20%
Technology
29.60%
Financial Services
22.80%
Industrials
11.70%
Consumer Cyclical
10.60%
ETF
10.50%
Communication Services
8.30%
Healthcare
2.60%
Consumer Defensive
2.50%
Real Estate
0.90%
Utilities
0.30%
Energy
0.20%

Market Cap Distribution

Mega Cap (> $200B): 54.93%Mega Cap (> $200B)Large Cap ($10B - $200B): 32.03%Large Cap ($10B - $200B)Mid Cap ($2B - $10B): 2.47%Nano Cap (< $50M): 0.09%N/A (ETF or Unknown): 10.48%N/A (ETF or Unknown)
Mega Cap (> $200B)
54.93%
Large Cap ($10B - $200B)
32.03%
Mid Cap ($2B - $10B)
2.47%
Nano Cap (< $50M)
0.09%
N/A (ETF or Unknown)
10.48%

Portfolio Concentration

Top 10 Holdings %
66.59%
Top 20 Holdings %
79.3%
Top 50 Holdings %
94.96%
Top 100 Holdings %
100.0%

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