Ironvine Capital Partners as of June 30, 2026
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 | 327k | 238.34 | |
| Heico Corp Cl A (HEI.A) | 5.9 | $63M | 246k | 257.91 | |
| Microsoft Corporation (MSFT) | 5.4 | $58M | 155k | 373.02 | |
| Visa Com Cl A (V) | 5.3 | $57M | 166k | 343.09 | |
| Alphabet Cap Stk Cl C (GOOG) | 5.3 | $57M | 161k | 353.33 | |
| Analog Devices (ADI) | 5.2 | $56M | 141k | 397.17 | |
| Union Pacific Corporation (UNP) | 4.9 | $52M | 192k | 272.00 | |
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 4.6 | $49M | 98k | 500.39 | |
| Aon Shs Cl A (AON) | 3.7 | $40M | 120k | 331.69 | |
| S&p Global (SPGI) | 3.7 | $39M | 96k | 407.26 | |
| Moody's Corporation (MCO) | 3.6 | $39M | 85k | 452.92 | |
| UnitedHealth (UNH) | 3.3 | $35M | 84k | 415.63 | |
| Taiwan Semiconductor Manufac Sponsored Ads (TSM) | 2.9 | $32M | 66k | 477.57 | |
| Thermo Fisher Scientific (TMO) | 2.9 | $31M | 62k | 501.36 | |
| Mastercard Incorporated Cl A (MA) | 2.8 | $31M | 60k | 513.60 | |
| Danaher Corporation (DHR) | 2.6 | $28M | 148k | 190.48 | |
| Meta Platforms Cl A (META) | 2.6 | $28M | 49k | 563.29 | |
| O'reilly Automotive (ORLY) | 2.4 | $25M | 275k | 92.09 | |
| Costco Wholesale Corporation (COST) | 2.4 | $25M | 27k | 935.48 | |
| Lowe's Companies (LOW) | 2.3 | $25M | 113k | 220.49 | |
| Applied Materials (AMAT) | 2.3 | $24M | 34k | 723.00 | |
| Sap Se Spon Adr (SAP) | 2.1 | $22M | 144k | 154.11 | |
| Amphenol Corp Cl A (APH) | 1.5 | $16M | 92k | 176.32 | |
| Labcorp Holdings Com Shs (LH) | 1.4 | $15M | 55k | 280.00 | |
| Asml Hldg Nv N Y Registry Shs (ASML) | 1.4 | $15M | 7.7k | 1989.44 | |
| HEICO Corporation (HEI) | 1.1 | $12M | 34k | 356.19 | |
| Sunbelt Rentals Holdings SHS (SUNB) | 1.0 | $11M | 142k | 74.81 | |
| Honeywell Aerospace (HONA) | 1.0 | $11M | 47k | 221.08 | |
| JPMorgan Chase & Co. (JPM) | 0.9 | $10M | 31k | 327.33 | |
| Brown & Brown (BRO) | 0.9 | $10M | 158k | 64.15 | |
| Dollar Tree (DLTR) | 0.9 | $10M | 83k | 120.95 | |
| Vulcan Materials Company (VMC) | 0.9 | $10M | 34k | 295.01 | |
| Honeywell International (HON) | 0.9 | $9.7M | 44k | 223.90 | |
| Watsco, Incorporated (WSO) | 0.9 | $9.3M | 22k | 416.73 | |
| CoStar (CSGP) | 0.8 | $8.3M | 295k | 28.32 | |
| Apple (AAPL) | 0.6 | $6.6M | 23k | 289.36 | |
| Walt Disney Company (DIS) | 0.4 | $4.8M | 50k | 96.25 | |
| Bank of America Corporation (BAC) | 0.4 | $4.3M | 76k | 56.98 | |
| Entegris (ENTG) | 0.3 | $3.4M | 19k | 179.86 | |
| Deere & Company (DE) | 0.2 | $2.2M | 3.5k | 634.33 | |
| General Dynamics Corporation (GD) | 0.1 | $1.4M | 3.9k | 354.24 | |
| Abbott Laboratories (ABT) | 0.1 | $1.3M | 14k | 90.74 | |
| Boston Omaha Corp Cl A Com Stk (BOC) | 0.1 | $1.2M | 90k | 13.64 | |
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.1 | $773k | 1.1k | 686.81 | |
| Procter & Gamble Company (PG) | 0.1 | $724k | 4.9k | 146.64 | |
| T. Rowe Price (TROW) | 0.1 | $694k | 6.1k | 113.69 | |
| Mccormick & Co Com Non Vtg (MKC) | 0.1 | $666k | 13k | 50.42 | |
| Pepsi (PEP) | 0.1 | $664k | 4.9k | 135.40 | |
| Becton, Dickinson and (BDX) | 0.1 | $583k | 3.9k | 151.33 | |
| Pfizer (PFE) | 0.0 | $400k | 17k | 24.08 | |
| NVIDIA Corporation (NVDA) | 0.0 | $374k | 1.9k | 200.12 | |
| Oracle Corporation (ORCL) | 0.0 | $360k | 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 | 226.00 | 1154.29 | |
| Adobe Systems Incorporated (ADBE) | 0.0 | $220k | 1.1k | 205.02 | |
| Sky Harbour Group Corporatio *w Exp 01/25/202 (SKYH.WS) | 0.0 | $28k | 60k | 0.46 |
