Ironvine Capital Partners, LLC

Ironvine Capital Partners, LLC reported 57 holdings worth US$1.07B as of Jun 30, 2026 (Form 13F)

As of Jun 30, 2026 · Filed Aug 10, 2026

Ironvine Capital Partners, LLC reported 57 holdings worth US$1.07B as of Jun 30, 2026. Largest: Amazon.com, Inc., Heico Corporation and Microsoft Corp. Filed Aug 10, 2026 (Form 13F).

Holdings
57
Value as reported
US$1.07B

The filing in full

CompanySharesValue as reported% of portfolio
Amazon.com, Inc.327KUS$78M7.3%
Heico Corporation293KUS$75.5M7.0%
Microsoft Corp.155KUS$57.7M5.4%
Visa Inc.166KUS$57.1M5.3%
Alphabet Inc (google) Class C159KUS$57M5.3%
Analog Devices, Inc.141KUS$56M5.2%
Union Pacific Corporation192KUS$52.2M4.9%
Berkshire Hathaway Inc.98,081US$49.1M4.6%
S&p Global Inc.96,397US$39.3M3.7%
Moody's Corporation85,200US$38.6M3.6%
Unitedhealth Group Incorporated83,943US$34.9M3.3%
Taiwan Semiconductor Manufacturing Co., Ltd.66,236US$31.6M2.9%
Thermo Fisher Scientific Inc61,788US$31M2.9%
Mastercard Incorporated59,464US$30.5M2.8%
Danaher Corporation147KUS$27.9M2.6%
Meta Platforms, Inc.49,129US$27.7M2.6%
O'reilly Automotive, Inc.275KUS$25.3M2.4%
Costco Wholesale Corporation27,040US$25.3M2.4%
Lowe's Companies, Inc.113KUS$24.9M2.3%
Applied Materials, Inc.33,703US$24.4M2.3%
Sap Se144KUS$22.2M2.1%
Amphenol Corporation91,478US$16.1M1.5%
Labcorp Holdings Inc.54,819US$15.3M1.4%
Asml Holding Nv7,696US$15.3M1.4%
Sunbelt Rentals Holdings, Inc.142KUS$10.6M0.99%
Jp Morgan Chase & Co.30,971US$10.1M0.94%
Brown & Brown, Inc.158KUS$10.1M0.94%
Dollar Tree, Inc.83,330US$10.1M0.94%
Vulcan Materials Company (holding Company)34,046US$10M0.94%
Watsco, Inc.22,295US$9.29M0.87%
Costar Group, Inc.294KUS$8.34M0.78%
Apple Inc22,936US$6.64M0.62%
Walt Disney Company (the)49,751US$4.79M0.45%
Bank Of America Corporation76,179US$4.34M0.40%
Entegris, Inc.19,079US$3.43M0.32%
Deere & Company3,531US$2.24M0.21%
General Dynamics Corporation3,900US$1.38M0.13%
Abbott Laboratories14,037US$1.27M0.12%
Boston Omaha Corporation89,758US$1.22M0.11%
Procter & Gamble Company (the)4,940US$724K0.07%
T. Rowe Price Group, Inc.6,100US$694K0.06%
Mccormick & Company, Incorporated13,200US$666K0.06%
Pepsico, Inc.4,900US$663K0.06%
Becton, Dickinson And Company3,850US$583K0.05%
Pfizer, Inc.16,600US$400K0.04%
Nvidia Corporation1,869US$374K0.03%
Oracle Corporation2,459US$360K0.03%
Micron Technology, Inc.226US$261K0.02%
Adobe Inc.1,075US$220K0.02%
Copart, Inc.0US$00.00%
Honeywell International Inc.0US$00.00%
Old Dominion Freight Line, Inc.0US$00.00%

Source

View original at SEC

Related