Ironvine Capital Partners
Latest statistics and disclosures from Ironvine Capital Partners's latest quarterly 13F-HR filing:
- Top 5 stock holdings are AMZN, HEI.A, MSFT, V, GOOG, and represent 29.19% of Ironvine Capital Partners's stock portfolio.
- Added to shares of these 10 stocks: META (+$26M), SAP (+$22M), SUNB (+$11M), HONA (+$11M), VMC (+$10M), HON (+$9.7M), BRO (+$8.5M), UNH (+$7.5M), DHR (+$7.5M), V (+$6.5M).
- Started 7 new stock positions in HONA, MU, ORCL, SAP, SUNB, VMC, HON.
- Reduced shares in these 10 stocks: GOOG (-$20M), ADI (-$14M), Honeywell International (-$7.7M), COST (-$6.1M), BOC, AMAT, MA, ADBE, APH, LH.
- Sold out of its positions in CPRT, Honeywell International, IVV, QUAL, ODFL, GDX.
- Ironvine Capital Partners was a net buyer of stock by $52M.
- Ironvine Capital Partners has $1.1B in assets under management (AUM), dropping by 17.95%.
- Central Index Key (CIK): 0001730478
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Portfolio Holdings for Ironvine Capital Partners
Ironvine Capital Partners holds 56 positions in its portfolio as reported in the June 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Amazon (AMZN) | 7.3 | $78M | -2% | 327k | 238.34 |
|
| Heico Corp Cl A (HEI.A) | 5.9 | $63M | +4% | 246k | 257.91 |
|
| Microsoft Corporation (MSFT) | 5.4 | $58M | 155k | 373.02 |
|
|
| Visa Com Cl A (V) | 5.3 | $57M | +12% | 166k | 343.09 |
|
| Alphabet Cap Stk Cl C (GOOG) | 5.3 | $57M | -26% | 161k | 353.33 |
|
| Analog Devices (ADI) | 5.2 | $56M | -19% | 141k | 397.17 |
|
| Union Pacific Corporation (UNP) | 4.9 | $52M | +2% | 192k | 272.00 |
|
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 4.6 | $49M | 98k | 500.39 |
|
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| Aon Shs Cl A (AON) | 3.7 | $40M | +11% | 120k | 331.69 |
|
| S&p Global (SPGI) | 3.7 | $39M | 96k | 407.26 |
|
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| Moody's Corporation (MCO) | 3.6 | $39M | +4% | 85k | 452.92 |
|
| UnitedHealth (UNH) | 3.3 | $35M | +27% | 84k | 415.63 |
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| Taiwan Semiconductor Manufac Sponsored Ads (TSM) | 2.9 | $32M | -5% | 66k | 477.57 |
|
| Thermo Fisher Scientific (TMO) | 2.9 | $31M | -3% | 62k | 501.36 |
|
| Mastercard Incorporated Cl A (MA) | 2.8 | $31M | -11% | 60k | 513.60 |
|
| Danaher Corporation (DHR) | 2.6 | $28M | +36% | 148k | 190.48 |
|
| Meta Platforms Cl A (META) | 2.6 | $28M | +1298% | 49k | 563.29 |
|
| O'reilly Automotive (ORLY) | 2.4 | $25M | +8% | 275k | 92.09 |
|
| Costco Wholesale Corporation (COST) | 2.4 | $25M | -19% | 27k | 935.48 |
|
| Lowe's Companies (LOW) | 2.3 | $25M | +5% | 113k | 220.49 |
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| Applied Materials (AMAT) | 2.3 | $24M | -14% | 34k | 723.00 |
|
| Sap Se Spon Adr (SAP) | 2.1 | $22M | NEW | 144k | 154.11 |
|
| Amphenol Corp Cl A (APH) | 1.5 | $16M | -16% | 92k | 176.32 |
|
| Labcorp Holdings Com Shs (LH) | 1.4 | $15M | -16% | 55k | 280.00 |
|
| Asml Hldg Nv N Y Registry Shs (ASML) | 1.4 | $15M | +14% | 7.7k | 1989.44 |
|
| HEICO Corporation (HEI) | 1.1 | $12M | 34k | 356.19 |
|
|
| Sunbelt Rentals Holdings SHS (SUNB) | 1.0 | $11M | NEW | 142k | 74.81 |
|
| Honeywell Aerospace (HONA) | 1.0 | $11M | NEW | 47k | 221.08 |
|
| JPMorgan Chase & Co. (JPM) | 0.9 | $10M | 31k | 327.33 |
|
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| Brown & Brown (BRO) | 0.9 | $10M | +509% | 158k | 64.15 |
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| Dollar Tree (DLTR) | 0.9 | $10M | 83k | 120.95 |
|
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| Vulcan Materials Company (VMC) | 0.9 | $10M | NEW | 34k | 295.01 |
|
| Honeywell International (HON) | 0.9 | $9.7M | NEW | 44k | 223.90 |
|
| Watsco, Incorporated (WSO) | 0.9 | $9.3M | +17% | 22k | 416.73 |
|
| CoStar (CSGP) | 0.8 | $8.3M | -21% | 295k | 28.32 |
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| Apple (AAPL) | 0.6 | $6.6M | 23k | 289.36 |
|
|
| Walt Disney Company (DIS) | 0.4 | $4.8M | -34% | 50k | 96.25 |
|
| Bank of America Corporation (BAC) | 0.4 | $4.3M | 76k | 56.98 |
|
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| Entegris (ENTG) | 0.3 | $3.4M | 19k | 179.86 |
|
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| Deere & Company (DE) | 0.2 | $2.2M | 3.5k | 634.33 |
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| General Dynamics Corporation (GD) | 0.1 | $1.4M | 3.9k | 354.24 |
|
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| Abbott Laboratories (ABT) | 0.1 | $1.3M | 14k | 90.74 |
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| Boston Omaha Corp Cl A Com Stk (BOC) | 0.1 | $1.2M | -78% | 90k | 13.64 |
|
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.1 | $773k | -6% | 1.1k | 686.81 |
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| Procter & Gamble Company (PG) | 0.1 | $724k | 4.9k | 146.64 |
|
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| T. Rowe Price (TROW) | 0.1 | $694k | 6.1k | 113.69 |
|
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| Mccormick & Co Com Non Vtg (MKC) | 0.1 | $666k | 13k | 50.42 |
|
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| Pepsi (PEP) | 0.1 | $664k | 4.9k | 135.40 |
|
|
| Becton, Dickinson and (BDX) | 0.1 | $583k | 3.9k | 151.33 |
|
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| Pfizer (PFE) | 0.0 | $400k | 17k | 24.08 |
|
|
| NVIDIA Corporation (NVDA) | 0.0 | $374k | -5% | 1.9k | 200.12 |
|
| Oracle Corporation (ORCL) | 0.0 | $360k | NEW | 2.5k | 146.55 |
|
| J P Morgan Exchange Traded F Ultra Shrt Etf (JPST) | 0.0 | $326k | 6.4k | 50.57 |
|
|
| Micron Technology (MU) | 0.0 | $261k | NEW | 226.00 | 1154.29 |
|
| Adobe Systems Incorporated (ADBE) | 0.0 | $220k | -93% | 1.1k | 205.02 |
|
| Sky Harbour Group Corporatio *w Exp 01/25/202 (SKYH.WS) | 0.0 | $28k | 60k | 0.46 |
|
Past Filings by Ironvine Capital Partners
SEC 13F filings are viewable for Ironvine Capital Partners going back to 2017
- Ironvine Capital Partners 2026 Q2 filed Aug. 10, 2026
- Ironvine Capital Partners 2026 Q1 filed May 15, 2026
- 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