Ironvine Capital Partners, LLC

CIK

1730478

Location

OMAHA, NE

Portfolio Value

Mid $1,088,102,552

Diversification

Diversified

Filing Date

Global Rank

#1,868 / 8,696 ▲ 518

Top Industry

Semiconductors 8.1%

Period ended 2 months ago

Filed Aug 10, 2026 · 32d

26 quarters · since Mar 2020

Portfolio Concentration

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

Top Position

7.2%

−0.4 pts

Top 5

29.9%

−3.1 pts

Top 10

51.6%

−4.5 pts

HHI

386

Diversified−46

Portfolio Trend

26 quarters · across all stocks

Sector Breakdown

As of Jun 30, 2026

Sector	% Portfolio	Value	Positions
Financial Services	25.7%	$279,614,588	10
Technology	23.0%	$250,801,020	13
Industrials	15.9%	$172,563,690	9
Consumer Cyclical	11.8%	$128,235,739	3
Healthcare	10.3%	$111,616,255	7
Communication Services	8.2%	$89,460,542	3
Consumer Defensive	3.4%	$37,427,276	5
Basic Materials	0.9%	$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	$32,258,801
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

6 positions

Ticker	Company	Shares	Value
CPRT	Copart Inc	74,231	$2,464,469
ODFL	Old Dominion Freight Line, Inc.	6,193	$1,210,112
VB	Vanguard Morningstar Small-Cap ETF	1,202	$718,255
AAXJ	iShares MSCI All Country Asia ex Japan ETF	1,643	$487,706
BBAG	JPMorgan BetaBuilders U.S. Aggregate Bond ETF	6,441	$325,979
AFK	VanEck Africa Index ETF	2,229	$204,555
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

52 tracked positions · $1,088,102,552 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%	7.17%
HEI	Heico Corp Industrials	Added	279,687	+10,902	$75,462,620	+28.1%	6.94%
MSFT	Microsoft Corp Technology	Reduced	154,673	-444	$57,696,122	+0.5%	5.30%
V	Visa Inc. Financial Services	Added	166,436	+18,836	$57,102,527	+28.0%	5.25%
GOOGL	Alphabet Inc. Communication Services	Reduced	161,317	-57,744	$56,998,135	−9.3%	5.24%
ADI	Analog Devices Inc Technology	Reduced	141,087	-35,123	$56,035,523	−0.0%	5.15%
UNP	Union Pacific Corp Industrials	Added	191,825	+5,225	$52,176,400	+15.2%	4.80%
BRK-B	Berkshire Hathaway Inc Financial Services	Added	98,081	+1,360	$49,078,751	+5.9%	4.51%
AON	Aon plc Financial Services	Added	119,841	+12,153	$39,750,061	+14.4%	3.65%
SPGI	S&P Global Inc. Financial Services	Reduced	96,397	-339	$39,258,640	−4.6%	3.61%
MCO	Moodys Corp /De/ Financial Services	Added	85,200	+3,353	$38,588,784	+8.1%	3.55%
UNH	Unitedhealth Group Inc Healthcare	Added	83,943	+18,162	$34,889,229	+96.0%	3.21%
APH	Amphenol Corp /De/ Technology	Reduced	91,478	-17,664	$32,258,801	+17.0%	2.96%
TSM	Taiwan Semiconductor Manufacturing Co Ltd Technology	Reduced	66,236	-3,745	$31,632,326	+33.8%	2.91%
TMO	Thermo Fisher Scientific Inc. Healthcare	Reduced	61,788	-2,297	$30,978,031	−1.7%	2.85%
MA	Mastercard Inc Financial Services	Reduced	59,464	-7,456	$30,540,710	−8.7%	2.81%
DHR	Danaher Corp /De/ CALL + SHARES Healthcare	Added	147,751	+39,433	$28,143,610	+37.0%	2.59%
META	Meta Platforms, Inc. Communication Services	Added	49,129	+45,616	$27,673,874	+1276.9%	2.54%
ORLY	O Reilly Automotive Inc Consumer Cyclical	Added	274,802	+22,293	$25,306,516	+8.6%	2.33%
COST	Costco Wholesale Corp /New Consumer Defensive	Reduced	27,040	-6,473	$25,295,108	−24.3%	2.32%
LOW	Lowes Companies Inc Consumer Cyclical	Added	113,004	+6,041	$24,916,251	−1.4%	2.29%
AMAT	Applied Materials Inc /De Technology	Reduced	33,703	-5,727	$24,367,269	+80.8%	2.24%
SAP	Sap SE Technology	NEW	144,159	NEW	$22,216,343	NEW	2.04%
LH	Labcorp Holdings Inc. Healthcare	Reduced	54,819	-10,730	$15,349,320	−12.2%	1.41%
ASML	Asml Holding NV Technology	Added	7,696	+949	$15,310,729	+71.8%	1.41%
SUNB	Sunbelt Rentals Holdings, Inc. Industrials	NEW	141,545	NEW	$10,588,981	NEW	0.97%
HONA	Honeywell Aerospace Inc. Industrials	NEW	47,276	NEW	$10,451,778	NEW	0.96%
JPM	Jpmorgan Chase & Co Financial Services	Held	30,971	0	$10,137,737	+11.3%	0.93%
BRO	Brown & Brown, Inc. Financial Services	Added	157,805	+131,928	$10,123,190	+499.9%	0.93%
DLTR	Dollar Tree, Inc. Consumer Defensive	Held	83,330	0	$10,078,763	+10.4%	0.93%
VMC	Vulcan Materials CO Basic Materials	NEW	34,046	NEW	$10,043,910	NEW	0.92%
HON	Honeywell International Inc Industrials	Added	43,534	+9,273	$9,747,262	+25.9%	0.90%
WSO	Watsco Inc Industrials	Added	22,295	+3,348	$9,290,995	+34.8%	0.85%
CSGP	Costar Group, Inc. Real Estate	Reduced	294,475	-80,856	$8,339,532	−44.9%	0.77%
AAPL	Apple Inc. Technology	Held	22,936	0	$6,636,760	+14.0%	0.61%
DIS	Walt Disney Co Communication Services	Reduced	49,751	-26,515	$4,788,533	−34.9%	0.44%
BAC	Bank Of America Corp /De/ Financial Services	Held	76,179	0	$4,340,679	+16.9%	0.40%
ENTG	Entegris Inc Technology	Held	19,079	0	$3,431,548	+53.4%	0.32%
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%	0.11%
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%	0.06%
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%	0.05%
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%	0.03%
ORCL	Oracle Corp Technology	NEW	2,459	NEW	$360,366	NEW	0.03%

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.