FCHI8,141.92-0.19%
GDAXI24,083.53-0.19%
DJI49,182.42-0.10%
XLE56.76-0.19%
STOXX50E5,860.32-0.39%
XLF51.820.78%
FTSE10,321.09-0.56%
IXIC24,876.710.16%
RUT2,784.77-0.08%
GSPC7,172.880.11%
Temp29.3°C
UV12.5
Feels33.3°C
Humidity66%
Wind13.7 km/h
Air QualityAQI 1
Cloud Cover25%
Rain0%
Sunrise06:00 AM
Sunset06:47 PM
Time12:29 PM

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
9

Portfolio Value Over Time

2024-03
2024-06
2024-09
2024-12
2025-03
2025-06
2025-09
2025-12

Biggest QoQ Changes

Ranked by conviction flow (share change × current price) so mark-to-market moves don't dominate. Price effect column shows how much of the $ change was just the stock moving.

ActionIssuerTicker / CUSIPΔ SharesFlow ($)Price Effect
ADDUNION PAC CORPUNP+100,701+$23.3M-$433,997
REDUCEMICROSOFT CORPMSFT-28,318-$13.7M-$6.3M
REDUCEAPPLE INCAAPL-46,982-$12.8M+$1.2M
REDUCEANALOG DEVICES INCADI-23,705-$6.4M+$5.3M
REDUCEALPHABET INCGOOG-17,267-$5.4M+$16.6M
REDUCELABCORP HOLDINGS INCLH-18,746-$4.7M-$3.0M
REDUCECOSTAR GROUP INCCSGP-59,110-$4.0M-$7.4M
REDUCEADOBE INCADBE-9,227-$3.2M-$73,397
REDUCEUNITEDHEALTH GROUP INCUNH-5,589-$1.8M-$1.1M
ADDAON PLCAON+2,305+$813,388-$389,888

Sector Allocation

Financials
22.2%$222.0M
Technology
13.9%$139.4M
Healthcare
7.7%$76.5M
Industrials
5.9%$59.3M
Real Estate
2.5%$25.0M

Filing History

Top 20 Holdings — Dec 2025

#IssuerTickerSharesValue% of Portfolio
1AMAZON COM INCAMZN335,683$77.5M7.76%
2MICROSOFT CORPMSFT154,382$74.7M7.48%
3ALPHABET INCGOOG219,061$68.7M6.88%
4HEICO CORP NEWHEI-A234,260$59.1M5.92%
5VISA INCV147,605$51.8M5.18%
6S&P GLOBAL INCSPGI95,646$50.0M5.01%
7ANALOG DEVICES INCADI183,944$49.9M5.00%
8BERKSHIRE HATHAWAY INC DELBRK-A98,204$49.4M4.94%
9UNION PAC CORPUNP186,641$43.2M4.32%
10MOODYS CORPMCO81,997$41.9M4.20%
11MASTERCARD INCORPORATEDMA66,760$38.1M3.82%
12AON PLCAON107,680$38.0M3.81%
13THERMO FISHER SCIENTIFIC INCTMO64,538$37.4M3.75%
14COSTCO WHSL CORP NEW22160K10533,523$28.9M2.90%
15LOWES COS INC548661107110,167$26.6M2.66%
16COSTAR GROUP INCCSGP371,224$25.0M2.50%
17DANAHER CORPORATION235851102107,260$24.6M2.46%
18OREILLY AUTOMOTIVE INC67103H107252,609$23.0M2.31%
19UNITEDHEALTH GROUP INCUNH65,058$21.5M2.15%
20TAIWAN SEMICONDUCTOR MFG LTD87403910070,205$21.3M2.14%