Ironvine Capital Partners
Latest statistics and disclosures from Ironvine Capital Partners's latest quarterly 13F-HR filing:
- Top 5 stock holdings are AMZN, MSFT, GOOG, HEI.A, V, and represent 33.21% of Ironvine Capital Partners's stock portfolio.
- Added to shares of these 10 stocks: UNP (+$23M), AON, NVDA, BRO, HON, COST, META, MA, ORLY, DHR.
- Started 1 new stock position in NVDA.
- Reduced shares in these 10 stocks: MSFT (-$14M), AAPL (-$13M), ADI (-$6.4M), GOOG (-$5.4M), LH, CSGP, ADBE, UNH, AMZN, BRK.B.
- Sold out of its position in INTU.
- Ironvine Capital Partners was a net seller of stock by $-30M.
- Ironvine Capital Partners has $999M in assets under management (AUM), dropping by -0.56%.
- Central Index Key (CIK): 0001730478
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Portfolio Holdings for Ironvine Capital Partners
Ironvine Capital Partners holds 53 positions in its portfolio as reported in the December 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Amazon (AMZN) | 7.8 | $78M | 336k | 230.82 |
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| Microsoft Corporation (MSFT) | 7.5 | $75M | -15% | 154k | 483.62 |
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| Alphabet Cap Stk Cl C (GOOG) | 6.9 | $69M | -7% | 219k | 313.80 |
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| Heico Corp Cl A (HEI.A) | 5.9 | $59M | 234k | 252.43 |
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| Visa Com Cl A (V) | 5.2 | $52M | 148k | 350.71 |
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| S&p Global (SPGI) | 5.0 | $50M | 96k | 522.59 |
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| Analog Devices (ADI) | 5.0 | $50M | -11% | 184k | 271.20 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 4.9 | $49M | 98k | 502.65 |
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| Union Pacific Corporation (UNP) | 4.3 | $43M | +117% | 187k | 231.32 |
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| Moody's Corporation (MCO) | 4.2 | $42M | 82k | 510.85 |
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| Mastercard Incorporated Cl A (MA) | 3.8 | $38M | 67k | 570.88 |
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| Aon Shs Cl A (AON) | 3.8 | $38M | +2% | 108k | 352.88 |
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| Thermo Fisher Scientific (TMO) | 3.7 | $37M | 65k | 579.45 |
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| Costco Wholesale Corporation (COST) | 2.9 | $29M | 34k | 862.34 |
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| Lowe's Companies (LOW) | 2.7 | $27M | 110k | 241.16 |
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| CoStar (CSGP) | 2.5 | $25M | -13% | 371k | 67.24 |
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| Danaher Corporation (DHR) | 2.5 | $25M | 107k | 228.92 |
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| O'reilly Automotive (ORLY) | 2.3 | $23M | 253k | 91.21 |
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| UnitedHealth (UNH) | 2.1 | $22M | -7% | 65k | 330.11 |
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| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 2.1 | $21M | 70k | 303.89 |
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| Amphenol Corp Cl A (APH) | 1.7 | $17M | 124k | 135.14 |
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| Labcorp Holdings Com Shs (LH) | 1.6 | $16M | -22% | 66k | 250.88 |
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| Applied Materials (AMAT) | 1.2 | $12M | 46k | 256.99 |
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| HEICO Corporation (HEI) | 1.1 | $11M | -2% | 35k | 323.59 |
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| Dollar Tree (DLTR) | 1.0 | $10M | 83k | 123.01 |
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| JPMorgan Chase & Co. (JPM) | 1.0 | $10M | 31k | 322.22 |
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| Walt Disney Company (DIS) | 0.9 | $8.7M | 76k | 113.77 |
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| Deere & Company (DE) | 0.8 | $7.7M | -2% | 17k | 465.57 |
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| Asml Holding N V N Y Registry Shs (ASML) | 0.7 | $7.3M | -2% | 6.8k | 1069.86 |
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| Honeywell International (HON) | 0.7 | $6.7M | +2% | 34k | 195.09 |
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| Apple (AAPL) | 0.6 | $6.2M | -67% | 23k | 271.86 |
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| Adobe Systems Incorporated (ADBE) | 0.6 | $6.1M | -34% | 17k | 349.99 |
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| Boston Omaha Corp Cl A Com Stk (BOC) | 0.6 | $5.6M | -3% | 452k | 12.37 |
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| Bank of America Corporation (BAC) | 0.4 | $4.2M | 76k | 55.00 |
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| Watsco, Incorporated (WSO) | 0.3 | $3.3M | 9.6k | 336.95 |
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| Entegris (ENTG) | 0.2 | $2.2M | 26k | 84.25 |
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| Meta Platforms Cl A (META) | 0.2 | $1.8M | 2.7k | 660.10 |
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| Abbott Laboratories (ABT) | 0.2 | $1.8M | 14k | 125.29 |
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| Brown & Brown (BRO) | 0.2 | $1.6M | +16% | 20k | 79.70 |
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| Old Dominion Freight Line (ODFL) | 0.2 | $1.5M | 9.6k | 156.80 |
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| General Dynamics Corporation (GD) | 0.1 | $1.3M | 3.9k | 336.66 |
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| Mccormick & Co Com Non Vtg (MKC) | 0.1 | $899k | 13k | 68.11 |
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| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.1 | $754k | 1.2k | 627.13 |
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| Becton, Dickinson and (BDX) | 0.1 | $747k | 3.9k | 194.07 |
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| Procter & Gamble Company (PG) | 0.1 | $708k | 4.9k | 143.31 |
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| Pepsi (PEP) | 0.1 | $703k | 4.9k | 143.52 |
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| T. Rowe Price (TROW) | 0.1 | $625k | 6.1k | 102.38 |
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| Pfizer (PFE) | 0.0 | $413k | 17k | 24.90 |
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| NVIDIA Corporation (NVDA) | 0.0 | $351k | NEW | 1.9k | 186.47 |
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| J P Morgan Exchange Traded F Ultra Shrt Etf (JPST) | 0.0 | $326k | 6.4k | 50.59 |
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| Ishares Tr Core S&p500 Etf (IVV) | 0.0 | $256k | 374.00 | 684.94 |
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| Ishares Tr Msci Usa Qlt Fct (QUAL) | 0.0 | $255k | 1.3k | 198.62 |
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| Sky Harbour Group Corporatio *w Exp 01/25/202 (SKYH.WS) | 0.0 | $39k | 60k | 0.65 |
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Past Filings by Ironvine Capital Partners
SEC 13F filings are viewable for Ironvine Capital Partners going back to 2017
- Ironvine Capital Partners 2025 Q4 filed Feb. 13, 2026
- Ironvine Capital Partners 2025 Q3 filed Nov. 14, 2025
- Ironvine Capital Partners 2025 Q2 filed Aug. 14, 2025
- Ironvine Capital Partners 2025 Q1 filed May 15, 2025
- Ironvine Capital Partners 2024 Q4 filed Feb. 14, 2025
- Ironvine Capital Partners 2024 Q3 filed Nov. 14, 2024
- Ironvine Capital Partners 2024 Q2 filed Aug. 14, 2024
- Ironvine Capital Partners 2024 Q1 filed May 15, 2024
- Ironvine Capital Partners 2023 Q4 filed Feb. 14, 2024
- Ironvine Capital Partners 2023 Q3 filed Nov. 14, 2023
- Ironvine Capital Partners 2023 Q2 filed Aug. 14, 2023
- Ironvine Capital Partners 2023 Q1 filed May 15, 2023
- Ironvine Capital Partners 2022 Q4 filed Feb. 14, 2023
- Ironvine Capital Partners 2022 Q3 filed Nov. 14, 2022
- Ironvine Capital Partners 2022 Q2 filed Aug. 15, 2022
- Ironvine Capital Partners 2022 Q1 filed May 16, 2022