Ironvine Capital Partners, LLC

CIK

1730478

Location

OMAHA, NE

Portfolio Value

Small $795,661,740

Diversification

Diversified

Filing Date

Global Rank

#1,739 / 8,232 ▲ 45

Top Industry

Semiconductors 10.1%

3Y Alpha vs SPY

-11.9%

Period ended 2 months ago

Filed May 15, 2026 · 29d

25 quarters · since Mar 2020

Clone Performance

Jun 2023–Jun 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio

+29.3%

SPY

+76.5%

Annualised alpha

-11.9%

Max drawdown

−15.5%

Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.

Portfolio Concentration

47 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025

Top Position

8.8%

−0.1 pts

Top 5

34.6%

−0.4 pts

Top 10

58.4%

−0.8 pts

HHI

457

Diversified−9

Portfolio Trend

25 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Financial Services	31.6%	$251,068,997	10
Technology	23.4%	$185,930,339	10
Consumer Cyclical	14.9%	$118,402,548	3
Healthcare	11.3%	$89,838,241	7
Industrials	10.2%	$81,261,266	9
Consumer Defensive	5.6%	$44,659,088	5
Real Estate	1.9%	$15,140,852	1
Communication Services	1.2%	$9,360,409	2

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

11 positions

Ticker	Company	Δ Shares	Shares	Value
WSO	Watsco Inc	+9,301	18,947	$6,892,729
BRO	Brown & Brown, Inc.	+5,909	25,877	$1,687,439
CSGP	Costar Group, Inc.	+4,107	375,331	$15,140,852
SPGI	S&P Global Inc.	+1,090	96,736	$41,145,690
DHR	Danaher Corp /De/	+1,058	108,318	$20,537,092
META	Meta Platforms, Inc.	+781	3,513	$2,009,892
MSFT	Microsoft Corp	+735	155,117	$57,419,659
UNH	Unitedhealth Group Inc	+723	65,781	$17,799,680
MA	Mastercard Inc	+160	66,920	$33,437,247
NVDA	Nvidia Corp	+90	1,970	$343,568
AON	Aon plc	+8	107,688	$34,759,532
No positions match the current search.

Trimmed

Positions the filer reduced

20 positions

Ticker	Company	Δ Shares	Shares	Value
BOC	BOSTON OMAHA Corp	−26,270	425,444	$4,969,185
APH	Amphenol Corp /De/	−14,724	109,142	$13,790,091
DE	Deere & Co	−13,005	3,470	$1,954,651
ADI	Analog Devices Inc	−7,734	176,210	$56,059,449
AMAT	Applied Materials Inc /De	−6,989	39,430	$13,476,779
ENTG	Entegris Inc	−6,752	19,079	$2,236,821
ODFL	Old Dominion Freight Line, Inc.	−3,433	6,193	$1,210,112
LOW	Lowes Companies Inc	−3,204	106,963	$25,273,217
BRK-B	Berkshire Hathaway Inc	−1,483	96,721	$46,348,703
HEI	Heico Corp	−487	34,335	$9,414,657
TMO	Thermo Fisher Scientific Inc.	−453	64,085	$31,499,700
AMZN	Amazon Com Inc	−444	335,239	$69,820,226
TSM	Taiwan Semiconductor Manufacturing Co Ltd	−224	69,981	$23,650,078
MCO	Moodys Corp /De/	−150	81,847	$35,705,753
ORLY	O Reilly Automotive Inc	−100	252,509	$23,309,105
ASML	Asml Holding NV	−97	6,747	$8,911,640
HON	Honeywell International Inc	−85	34,261	$7,744,013
UNP	Union Pacific Corp	−41	186,600	$45,272,892
COST	Costco Wholesale Corp /New	−10	33,513	$33,393,358
V	Visa Inc.	−5	147,600	$44,610,624
No positions match the current search.

New Positions

Positions the filer opened this quarter

1 positions

Ticker	Company	Shares	Value	Open
CPRT	Copart Inc	74,231	$2,464,469
No positions match the current search.

Sold Out

Positions the filer fully exited

No qualifying positions this quarter.

Portfolio Positions

Compact Export CSV View 13F filing

47 positions · $795,661,740 total · as of Mar 31, 2026

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

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
AMZN	Amazon Com Inc Consumer Cyclical	Reduced	335,239	-444	$69,820,226	−9.9%	8.78%
MSFT	Microsoft Corp Technology	Added	155,117	+735	$57,419,659	−23.1%	7.22%
ADI	Analog Devices Inc Technology	Reduced	176,210	-7,734	$56,059,449	+12.4%	7.05%
BRK-B	Berkshire Hathaway Inc Financial Services	Reduced	96,721	-1,483	$46,348,703	−6.1%	5.83%
UNP	Union Pacific Corp Industrials	Reduced	186,600	-41	$45,272,892	+4.9%	5.69%
V	Visa Inc. Financial Services	Reduced	147,600	-5	$44,610,624	−13.8%	5.61%
SPGI	S&P Global Inc. Financial Services	Added	96,736	+1,090	$41,145,690	−17.7%	5.17%
MCO	Moodys Corp /De/ Financial Services	Reduced	81,847	-150	$35,705,753	−14.8%	4.49%
AON	Aon plc Financial Services	Added	107,688	+8	$34,759,532	−8.5%	4.37%
MA	Mastercard Inc Financial Services	Added	66,920	+160	$33,437,247	−12.3%	4.20%
COST	Costco Wholesale Corp /New Consumer Defensive	Reduced	33,513	-10	$33,393,358	+15.5%	4.20%
TMO	Thermo Fisher Scientific Inc. Healthcare	Reduced	64,085	-453	$31,499,700	−15.8%	3.96%
LOW	Lowes Companies Inc Consumer Cyclical	Reduced	106,963	-3,204	$25,273,217	−4.9%	3.18%
TSM	Taiwan Semiconductor Manufacturing Co Ltd Technology	Reduced	69,981	-224	$23,650,078	+10.9%	2.97%
ORLY	O Reilly Automotive Inc Consumer Cyclical	Reduced	252,509	-100	$23,309,105	+1.2%	2.93%
DHR	Danaher Corp /De/ Healthcare	Added	108,318	+1,058	$20,537,092	−16.4%	2.58%
UNH	Unitedhealth Group Inc Healthcare	Added	65,781	+723	$17,799,680	−17.1%	2.24%
LH	Labcorp Holdings Inc. Healthcare	Held	65,549	0	$17,489,128	+6.3%	2.20%
CSGP	Costar Group, Inc. Real Estate	Added	375,331	+4,107	$15,140,852	−39.3%	1.90%
APH	Amphenol Corp /De/ Technology	Reduced	109,142	-14,724	$13,790,091	−17.6%	1.73%
AMAT	Applied Materials Inc /De Technology	Reduced	39,430	-6,989	$13,476,779	+13.0%	1.69%
HEI	Heico Corp Industrials	Reduced	34,335	-487	$9,414,657	−16.4%	1.18%
DLTR	Dollar Tree, Inc. Consumer Defensive	Held	83,330	0	$9,125,468	−11.0%	1.15%
JPM	Jpmorgan Chase & Co Financial Services	Held	30,971	0	$9,110,429	−8.7%	1.15%
ASML	Asml Holding NV Technology	Reduced	6,747	-97	$8,911,640	+21.7%	1.12%
HON	Honeywell International Inc Industrials	Reduced	34,261	-85	$7,744,013	+15.6%	0.97%
DIS	Walt Disney Co Communication Services	Held	76,266	0	$7,350,517	−15.3%	0.92%
WSO	Watsco Inc Industrials	Added	18,947	+9,301	$6,892,729	+112.1%	0.87%
AAPL	Apple Inc. Technology	Held	22,936	0	$5,820,927	−6.6%	0.73%
BOC	BOSTON OMAHA Corp Industrials	Reduced	425,444	-26,270	$4,969,185	−11.1%	0.62%
ADBE	Adobe Inc. Technology	Held	17,366	0	$4,221,327	−30.5%	0.53%
BAC	Bank Of America Corp /De/ Financial Services	Held	76,179	0	$3,713,726	−11.4%	0.47%
CPRT	Copart Inc Industrials	NEW	74,231	NEW	$2,464,469	NEW	0.31%
ENTG	Entegris Inc Technology	Reduced	19,079	-6,752	$2,236,821	+2.8%	0.28%
META	Meta Platforms, Inc. Communication Services	Added	3,513	+781	$2,009,892	+11.5%	0.25%
DE	Deere & Co Industrials	Reduced	3,470	-13,005	$1,954,651	−74.5%	0.25%
BRO	Brown & Brown, Inc. Financial Services	Added	25,877	+5,909	$1,687,439	+6.0%	0.21%
ABT	Abbott Laboratories Healthcare	Held	14,037	0	$1,441,178	−18.1%	0.18%
GD	General Dynamics Corp Industrials	Held	3,900	0	$1,338,558	+1.9%	0.17%
ODFL	Old Dominion Freight Line, Inc. Industrials	Reduced	6,193	-3,433	$1,210,112	−19.8%	0.15%
PEP	Pepsico Inc Consumer Defensive	Held	4,900	0	$760,921	+8.2%	0.10%
PG	PROCTER & GAMBLE Co Consumer Defensive	Held	4,940	0	$713,533	+0.8%	0.09%
MKC	Mccormick & Co Inc Consumer Defensive	Held	13,200	0	$665,808	−25.9%	0.08%
BDX	Becton Dickinson & Co Healthcare	Held	3,850	0	$605,335	+3.1%	0.08%
TROW	Price T Rowe Group Inc Financial Services	Held	6,100	0	$549,854	−12.0%	0.07%
PFE	Pfizer Inc Healthcare	Held	16,600	0	$466,128	+12.8%	0.06%
NVDA	Nvidia Corp Technology	Added	1,970	+90	$343,568	−2.0%	0.04%