Ironvine Capital Partners, LLC

CIK

1730478

Location

OMAHA, NE

Portfolio Value

Mid $1,055,843,751

Diversification

Diversified

Filing Date

Global Rank

#1,881 / 8,618 ▲ 45

Top Industry

Semiconductors 8.4%

3Y Alpha vs SPY

+5.1%

Period ended 51 days ago

Filed Aug 10, 2026 · 10d

26 quarters · since Mar 2020

Clone Performance

Aug 2023–Aug 2026 · vs SPY

Hypothetical growth of buying every stock this filer reported holding, rebalancing on each filing and indexed to the same start. Option positions cannot be bought this way and are left out.

Cloned portfolio

+99.7%

SPY

+75.8%

Annualised alpha

+5.2%

Max drawdown

−14.9%

Estimate. 13F holdings are quarter-lagged, so the clone rebalances about 45 days after each period end — when the filing becomes public — and it excludes option and short positions. Returns use comparable raw closes and exclude dividends; a captured split can shorten the simulated window. It tracks 100% of reported value on average across 13 quarters. Past performance does not predict future results.

Portfolio Concentration

52 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026

Top Position

7.4%

−0.4 pts

Top 5

30.8%

−3.3 pts

Top 10

53.2%

−4.8 pts

HHI

400

Diversified−51

Portfolio Trend

26 quarters · across all stocks

Sector Breakdown

As of Jun 30, 2026

Sector	% Portfolio	Value	Positions
Financial Services	26.5%	$279,614,588	10
Technology	20.7%	$218,542,219	13
Industrials	16.3%	$172,563,690	9
Consumer Cyclical	12.1%	$128,235,739	3
Healthcare	10.6%	$111,616,255	7
Communication Services	8.5%	$89,460,542	3
Consumer Defensive	3.5%	$37,427,276	5
Basic Materials	1.0%	$10,043,910	1
Real Estate	0.8%	$8,339,532	1

Last Quarter's Activity

Export CSV

Jun 30, 2026 vs Mar 31, 2026

Added To

Positions the filer increased

16 positions

Ticker	Company	Δ Shares	Shares	Value
BRO	Brown & Brown, Inc.	+131,928	157,805	$10,123,190
META	Meta Platforms, Inc.	+45,616	49,129	$27,673,874
DHR	Danaher Corp /De/	+39,433	147,751	$28,143,610
ORLY	O Reilly Automotive Inc	+22,293	274,802	$25,306,516
V	Visa Inc.	+18,836	166,436	$57,102,527
UNH	Unitedhealth Group Inc	+18,162	83,943	$34,889,229
AON	Aon plc	+12,153	119,841	$39,750,061
HEI	Heico Corp	+10,902	279,687	$75,462,620
HON	Honeywell International Inc	+9,273	43,534	$9,747,262
LOW	Lowes Companies Inc	+6,041	113,004	$24,916,251
UNP	Union Pacific Corp	+5,225	191,825	$52,176,400
MCO	Moodys Corp /De/	+3,353	85,200	$38,588,784
WSO	Watsco Inc	+3,348	22,295	$9,290,995
BRK-B	Berkshire Hathaway Inc	+1,360	98,081	$49,078,751
ASML	Asml Holding NV	+949	7,696	$15,310,729
DE	Deere & Co	+61	3,531	$2,239,819
No positions match the current search.

Trimmed

Positions the filer reduced

17 positions

Ticker	Company	Δ Shares	Shares	Value
BOC	BOSTON OMAHA Corp	−335,686	89,758	$1,224,299
CSGP	Costar Group, Inc.	−80,856	294,475	$8,339,532
GOOGL	Alphabet Inc.	−57,744	161,317	$56,998,135
ADI	Analog Devices Inc	−35,123	141,087	$56,035,523
DIS	Walt Disney Co	−26,515	49,751	$4,788,533
APH	Amphenol Corp /De/	−17,664	91,478	$0
ADBE	Adobe Inc.	−16,291	1,075	$220,396
LH	Labcorp Holdings Inc.	−10,730	54,819	$15,349,320
AMZN	Amazon Com Inc	−7,921	327,318	$78,012,972
MA	Mastercard Inc	−7,456	59,464	$30,540,710
COST	Costco Wholesale Corp /New	−6,473	27,040	$25,295,108
AMAT	Applied Materials Inc /De	−5,727	33,703	$24,367,269
TSM	Taiwan Semiconductor Manufacturing Co Ltd	−3,745	66,236	$31,632,326
TMO	Thermo Fisher Scientific Inc.	−2,297	61,788	$30,978,031
MSFT	Microsoft Corp	−444	154,673	$57,696,122
SPGI	S&P Global Inc.	−339	96,397	$39,258,640
NVDA	Nvidia Corp	−101	1,869	$373,968
No positions match the current search.

New Positions

Positions the filer opened this quarter

6 positions

Ticker	Company	Shares	Value
SAP	Sap SE	144,159	$22,216,343
SUNB	Sunbelt Rentals Holdings, Inc.	141,545	$10,588,981
HONA	Honeywell Aerospace Inc.	47,276	$10,451,778
VMC	Vulcan Materials CO	34,046	$10,043,910
ORCL	Oracle Corp	2,459	$360,366
MU	Micron Technology Inc	226	$260,869
No positions match the current search.

Sold Out

Positions the filer fully exited

2 positions

Ticker	Company	Shares	Value
CPRT	Copart Inc	74,231	$2,464,469
ODFL	Old Dominion Freight Line, Inc.	6,193	$1,210,112
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

52 tracked positions · $1,055,843,751 total · filing declares 57 positions · $1,073,099,316 · as of Jun 30, 2026

All sectors Basic Materials Communication Services Consumer Cyclical Consumer Defensive Financial Services Healthcare Industrials Real Estate Technology

Showing 1–50 of 52 positions by value · page 1 of 2

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
AMZN	Amazon Com Inc Consumer Cyclical	Reduced	327,318	-7,921	$78,012,972	+11.7%	7.39%
HEI	Heico Corp Industrials	Added	279,687	+10,902	$75,462,620	+28.1%	7.15%
MSFT	Microsoft Corp Technology	Reduced	154,673	-444	$57,696,122	+0.5%	5.46%
V	Visa Inc. Financial Services	Added	166,436	+18,836	$57,102,527	+28.0%	5.41%
GOOGL	Alphabet Inc. Communication Services	Reduced	161,317	-57,744	$56,998,135	−9.3%	5.40%
ADI	Analog Devices Inc Technology	Reduced	141,087	-35,123	$56,035,523	−0.0%	5.31%
UNP	Union Pacific Corp Industrials	Added	191,825	+5,225	$52,176,400	+15.2%	4.94%
BRK-B	Berkshire Hathaway Inc Financial Services	Added	98,081	+1,360	$49,078,751	+5.9%	4.65%
AON	Aon plc Financial Services	Added	119,841	+12,153	$39,750,061	+14.4%	3.76%
SPGI	S&P Global Inc. Financial Services	Reduced	96,397	-339	$39,258,640	−4.6%	3.72%
MCO	Moodys Corp /De/ Financial Services	Added	85,200	+3,353	$38,588,784	+8.1%	3.65%
UNH	Unitedhealth Group Inc Healthcare	Added	83,943	+18,162	$34,889,229	+96.0%	3.30%
TSM	Taiwan Semiconductor Manufacturing Co Ltd Technology	Reduced	66,236	-3,745	$31,632,326	+33.8%	3.00%
TMO	Thermo Fisher Scientific Inc. Healthcare	Reduced	61,788	-2,297	$30,978,031	−1.7%	2.93%
MA	Mastercard Inc Financial Services	Reduced	59,464	-7,456	$30,540,710	−8.7%	2.89%
DHR	Danaher Corp /De/ CALL + SHARES Healthcare	Added	147,751	+39,433	$28,143,610	+37.0%	2.67%
META	Meta Platforms, Inc. Communication Services	Added	49,129	+45,616	$27,673,874	+1276.9%	2.62%
ORLY	O Reilly Automotive Inc Consumer Cyclical	Added	274,802	+22,293	$25,306,516	+8.6%	2.40%
COST	Costco Wholesale Corp /New Consumer Defensive	Reduced	27,040	-6,473	$25,295,108	−24.3%	2.40%
LOW	Lowes Companies Inc Consumer Cyclical	Added	113,004	+6,041	$24,916,251	−1.4%	2.36%
AMAT	Applied Materials Inc /De Technology	Reduced	33,703	-5,727	$24,367,269	+80.8%	2.31%
SAP	Sap SE Technology	NEW	144,159	NEW	$22,216,343	NEW	2.10%
LH	Labcorp Holdings Inc. Healthcare	Reduced	54,819	-10,730	$15,349,320	−12.2%	1.45%
ASML	Asml Holding NV Technology	Added	7,696	+949	$15,310,729	+71.8%	1.45%
SUNB	Sunbelt Rentals Holdings, Inc. Industrials	NEW	141,545	NEW	$10,588,981	NEW	1.00%
HONA	Honeywell Aerospace Inc. Industrials	NEW	47,276	NEW	$10,451,778	NEW	0.99%
JPM	Jpmorgan Chase & Co Financial Services	Held	30,971	0	$10,137,737	+11.3%	0.96%
BRO	Brown & Brown, Inc. Financial Services	Added	157,805	+131,928	$10,123,190	+499.9%	0.96%
DLTR	Dollar Tree, Inc. Consumer Defensive	Held	83,330	0	$10,078,763	+10.4%	0.95%
VMC	Vulcan Materials CO Basic Materials	NEW	34,046	NEW	$10,043,910	NEW	0.95%
HON	Honeywell International Inc Industrials	Added	43,534	+9,273	$9,747,262	+25.9%	0.92%
WSO	Watsco Inc Industrials	Added	22,295	+3,348	$9,290,995	+34.8%	0.88%
CSGP	Costar Group, Inc. Real Estate	Reduced	294,475	-80,856	$8,339,532	−44.9%	0.79%
AAPL	Apple Inc. Technology	Held	22,936	0	$6,636,760	+14.0%	0.63%
DIS	Walt Disney Co Communication Services	Reduced	49,751	-26,515	$4,788,533	−34.9%	0.45%
BAC	Bank Of America Corp /De/ Financial Services	Held	76,179	0	$4,340,679	+16.9%	0.41%
ENTG	Entegris Inc Technology	Held	19,079	0	$3,431,548	+53.4%	0.33%
DE	Deere & Co Industrials	Added	3,531	+61	$2,239,819	+14.6%	0.21%
GD	General Dynamics Corp Industrials	Held	3,900	0	$1,381,536	+3.2%	0.13%
ABT	Abbott Laboratories Healthcare	Held	14,037	0	$1,273,717	−11.6%	0.12%
BOC	BOSTON OMAHA Corp Industrials	Reduced	89,758	-335,686	$1,224,299	−75.4%	0.12%
PG	PROCTER & GAMBLE Co Consumer Defensive	Held	4,940	0	$724,401	+1.5%	0.07%
TROW	Price T Rowe Group Inc Financial Services	Held	6,100	0	$693,509	+26.1%	0.07%
MKC	Mccormick & Co Inc Consumer Defensive	Held	13,200	0	$665,544	−0.0%	0.06%
PEP	Pepsico Inc Consumer Defensive	Held	4,900	0	$663,460	−12.8%	0.06%
BDX	Becton Dickinson & Co Healthcare	Held	3,850	0	$582,620	−3.8%	0.06%
PFE	Pfizer Inc Healthcare	Held	16,600	0	$399,728	−14.2%	0.04%
NVDA	Nvidia Corp Technology	Reduced	1,869	-101	$373,968	+8.8%	0.04%
ORCL	Oracle Corp Technology	NEW	2,459	NEW	$360,366	NEW	0.03%
MU	Micron Technology Inc Technology	NEW	226	NEW	$260,869	NEW	0.02%

Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.