Institutional Manager · CIK 0001730478
Ironvine Capital Partners, LLC
OMAHA, NE · File #028-18538
Latest AUM
$999.0M
Positions
53
Top-10 Concentration
56.7%
Filings
12
Sector Allocation
Filing History
View all filings →- 13F HOLDINGS REPORTQ/E Dec 202553 pos · $999.0M
- 13F HOLDINGS REPORTQ/E Sep 202553 pos · $1.00B
- 13F HOLDINGS REPORTQ/E Jun 202551 pos · $965.0M
- 13F HOLDINGS REPORTQ/E Mar 202550 pos · $921.1M
- 13F HOLDINGS REPORTQ/E Dec 202447 pos · $933.3M
- 13F HOLDINGS REPORTQ/E Sep 202447 pos · $931.5M
- 13F HOLDINGS REPORTQ/E Jun 202446 pos · $913.0M
- 13F HOLDINGS REPORTQ/E Mar 202445 pos · $911.9M
- 13F HOLDINGS REPORTQ/E Dec 202344 pos · $779.4M
- 13F HOLDINGS REPORTQ/E Sep 202343 pos · $823.6M
- 13F HOLDINGS REPORTQ/E Jun 202345 pos · $792.7M
- 13F HOLDINGS REPORTQ/E Mar 202349 pos · $772.5M
Top 20 Holdings — Dec 2025
| # | Issuer | Ticker | Shares | Value | % of Portfolio |
|---|---|---|---|---|---|
| 1 | AMAZON COM INC | AMZN | 335,683 | $77.5M | 7.76% |
| 2 | MICROSOFT CORP | MSFT | 154,382 | $74.7M | 7.48% |
| 3 | ALPHABET INC | GOOG | 219,061 | $68.7M | 6.88% |
| 4 | HEICO CORP NEW | HEI-A | 234,260 | $59.1M | 5.92% |
| 5 | VISA INC | V | 147,605 | $51.8M | 5.18% |
| 6 | S&P GLOBAL INC | SPGI | 95,646 | $50.0M | 5.01% |
| 7 | ANALOG DEVICES INC | ADI | 183,944 | $49.9M | 5.00% |
| 8 | BERKSHIRE HATHAWAY INC DEL | BRK-A | 98,204 | $49.4M | 4.94% |
| 9 | UNION PAC CORP | UNP | 186,641 | $43.2M | 4.32% |
| 10 | MOODYS CORP | MCO | 81,997 | $41.9M | 4.20% |
| 11 | MASTERCARD INCORPORATED | MA | 66,760 | $38.1M | 3.82% |
| 12 | AON PLC | AON | 107,680 | $38.0M | 3.81% |
| 13 | THERMO FISHER SCIENTIFIC INC | TMO | 64,538 | $37.4M | 3.75% |
| 14 | COSTCO WHSL CORP NEW | 22160K105 | 33,523 | $28.9M | 2.90% |
| 15 | LOWES COS INC | 548661107 | 110,167 | $26.6M | 2.66% |
| 16 | COSTAR GROUP INC | CSGP | 371,224 | $25.0M | 2.50% |
| 17 | DANAHER CORPORATION | 235851102 | 107,260 | $24.6M | 2.46% |
| 18 | OREILLY AUTOMOTIVE INC | 67103H107 | 252,609 | $23.0M | 2.31% |
| 19 | UNITEDHEALTH GROUP INC | UNH | 65,058 | $21.5M | 2.15% |
| 20 | TAIWAN SEMICONDUCTOR MFG LTD | 874039100 | 70,205 | $21.3M | 2.14% |