Ironvine Capital Partners, LLC

Registered adviser

CIK

1730478

Location

OMAHA, NE

Portfolio Value

Mid $1,073,071,533

Diversification

Diversified

Filing Date

Global Rank

#2,413 / 8,827 ▲ 34

Top Industry

Semiconductors 8.2%

Period ended 4 months ago

Filed Aug 10, 2026 · 3mo

26 quarters · since Mar 2020

Regulatory profile

From Form ADV, the SEC filer profile, 13D/13G type codes and N-CEN, never from the name.

Holder type

Registered adviser

Form ADV roster, Nov 1, 2026

Form ADV adviser

CRD 168892

Roster of Nov 1, 2026

Regulatory AUM

$1,143,727,875

Main clients

Diversified

Form ADV history

Monthly rosters from Dec 2019; each row is a run with the same figures, newest first.

Rosters	Regulatory AUM	Main clients
Apr 2026 to Nov 2026	$1,143,727,875	Diversified
Mar 2025 to Mar 2026	$1,098,482,929	Diversified
Apr 2024 to Feb 2025	$942,566,873	Diversified
May 2023 to Mar 2024	$827,464,747	Diversified
Apr 2023	$827,464,747	Diversified
Apr 2022 to Mar 2023	$1,021,571,034	Diversified

3 earlier changes not shown.

Stated strategy

Fundamental active Form ADV Part 2A, May 13, 2026 · original

In the firm's words

Fundamental active: Our research process relies heavily on the consumption of written or transcribed material and data found in company filings and management transcripts.

Portfolio style

Measured from the filed 13F common-share book for Jun 30, 2026, never from the firm's own description.

Style

Diversified active

Top 10 weight 52.3%, 25.7 effective positions, active share 74.2% against the S&P 500 as of 2026-06-30; it meets none of the index-like, systematic-like or concentrated tests

Turnover

Low turnover

12.1% over the last four quarters (under 30%)

Horizon

Long horizon

Value-weighted holding period 20.6 quarters (12+), a floor since 64.5% of the book was already held when coverage starts

Closest benchmark: the S&P 500 as of 2026-06-30, active share 74.2%; sector active share 27.6% against the combined 13F book's sector weights.

Over time 26 measured quarters

How the bands are measured

Style bands measure the filed 13F common-share book each closed quarter, tested in this order. Unknown: under $10,000,000 of valued equity or 5 stocks. Index-like (100+ stocks): active share of 20% or less against the closest benchmark, which is the S&P 500, S&P MidCap 400, S&P SmallCap 600, Russell 1000, Russell 2000, Nasdaq-100 or Dow Jones Industrial Average (weighted by an index-tracking fund's reported holdings or the index's constituents nearest the quarter end, over the names resolved to companies, and only when those are 90%+ of its weight) or every 13F filer's combined book, or index series holding 80%+ of the registered fund assets it advises (N-CEN) and equal to 50%+ of its book. Systematic-like: 500+ stocks, 100%+ annual turnover and a top 10 weight of 25% or less. Concentrated: a top 10 weight of 60%+ or 12 or fewer effective positions. Diversified active: none of these. Turnover is the smaller of buys and sells over average equity value, summed over four quarters: low under 30%, high 100%+. Horizon is the value-weighted number of quarters each position has been held: short under 4, long 12+.

Clone Performance

Build a hypothetical price-return history from this filer's public 13F holdings.

View clone backtest

Portfolio Concentration

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

Top Position

7.3%

−0.4 pts

Top 5

30.3%

−3.2 pts

Top 10

52.3%

−4.6 pts

HHI

390

Diversified−48

Portfolio Trend

26 quarters · across all stocks

Sector Breakdown

As of Jun 30, 2026

Sector	% Portfolio	Value	Positions
Financial Services	26.1%	$279,614,588	10
Technology	21.9%	$234,671,619	13
Industrials	16.1%	$172,563,690	10
Consumer Cyclical	12.0%	$128,235,739	3
Healthcare	10.4%	$111,616,255	7
Communication Services	8.3%	$89,460,542	3
Consumer Defensive	3.5%	$37,427,276	5
Basic Materials	0.9%	$10,043,910	1
Real Estate	0.8%	$8,339,532	1
Unclassified	0.1%	$1,098,382	2

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	+39,433	146,651	$27,934,082
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-A	Heico Corp	+11,369	245,819	$63,399,178
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	+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

19 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
GOOG	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	−17,664	91,478	$16,129,400
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	−6,473	27,040	$25,295,108
AMAT	Applied Materials Inc	−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
HEI	Heico Corp	−467	33,868	$12,063,442
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
VOO	VANGUARD 500 INDEX FUND	−77	1,125	$772,661
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

5 positions

Ticker	Company	Shares	Value
CPRT	Copart Inc	74,231	$2,464,469
ODFL	Old Dominion Freight Line, Inc.	6,193	$1,210,112
IVV	iShares Core S&P 500 ETF	374	$244,300
QUAL	iShares MSCI USA Quality Factor ETF	1,269	$243,406
GDX	VanEck Gold Miners ETF	2,229	$204,555
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

55 tracked positions · $1,073,071,533 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 55 positions by value · page 1 of 2

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	Held (qtrs)	Est. cost/share	% of Portfolio
AMZN	Amazon Com Inc Consumer Cyclical	Reduced	327,318	-7,921	$78,012,972	+11.7%	26+	before history	7.27%
HEI-A	Heico Corp Industrials	Added	245,819	+11,369	$63,399,178	+28.1%	26+	before history	5.91%
MSFT	Microsoft Corp Technology	Reduced	154,673	-444	$57,696,122	+0.5%	26+	before history	5.38%
V	Visa Inc. Financial Services	Added	166,436	+18,836	$57,102,527	+28.0%	26+	before history	5.32%
GOOG	Alphabet Inc. Communication Services	Reduced	161,317	-57,744	$56,998,135	−9.3%	26+	before history	5.31%
ADI	Analog Devices Inc Technology	Reduced	141,087	-35,123	$56,035,523	−0.0%	26+	before history	5.22%
UNP	Union Pacific Corp Industrials	Added	191,825	+5,225	$52,176,400	+15.2%	14	$221.17	4.86%
BRK-B	Berkshire Hathaway Inc Financial Services	Added	98,081	+1,360	$49,078,751	+5.9%	26+	before history	4.57%
AON	Aon plc Financial Services	Added	119,841	+12,153	$39,750,061	+14.4%	22	$253.60	3.70%
SPGI	S&P Global Inc. Financial Services	Reduced	96,397	-339	$39,258,640	−4.6%	26+	before history	3.66%
MCO	Moodys Corp Financial Services	Added	85,200	+3,353	$38,588,784	+8.1%	26+	before history	3.60%
UNH	Unitedhealth Group Inc Healthcare	Added	83,943	+18,162	$34,889,229	+96.0%	18	$454.56	3.25%
TSM	Taiwan Semiconductor Manufacturing Co Ltd Technology	Reduced	66,236	-3,745	$31,632,326	+33.8%	17	$143.62	2.95%
TMO	Thermo Fisher Scientific Inc. Healthcare	Reduced	61,788	-2,297	$30,978,031	−1.7%	26+	before history	2.89%
MA	Mastercard Inc Financial Services	Reduced	59,464	-7,456	$30,540,710	−8.7%	26+	before history	2.85%
DHR	Danaher Corp CALL + SHARES Healthcare	Added	147,751	+39,433	$28,143,610	+37.0%	26+	before history	2.62%
META	Meta Platforms, Inc. Communication Services	Added	49,129	+45,616	$27,673,874	+1276.9%	5	$612.34	2.58%
ORLY	O Reilly Automotive Inc Consumer Cyclical	Added	274,802	+22,293	$25,306,516	+8.6%	11	unpriced	2.36%
COST	Costco Wholesale Corp Consumer Defensive	Reduced	27,040	-6,473	$25,295,108	−24.3%	26+	before history	2.36%
LOW	Lowes Companies Inc Consumer Cyclical	Added	113,004	+6,041	$24,916,251	−1.4%	26+	before history	2.32%
AMAT	Applied Materials Inc Technology	Reduced	33,703	-5,727	$24,367,269	+80.8%	8	$178.66	2.27%
SAP	Sap SE Technology	NEW	144,159	NEW	$22,216,343	NEW	1	$170.55	2.07%
APH	Amphenol Corp Technology	Reduced	91,478	-17,664	$16,129,400	+17.0%	6	$68.97	1.50%
LH	Labcorp Holdings Inc. Healthcare	Reduced	54,819	-10,730	$15,349,320	−12.2%	9	$203.49	1.43%
ASML	Asml Holding NV Technology	Added	7,696	+949	$15,310,729	+71.8%	4	$885.42	1.43%
HEI	Heico Corp Industrials	Reduced	33,868	-467	$12,063,442	+28.1%	26+	before history	1.12%
SUNB	Sunbelt Rentals Holdings, Inc. Industrials	NEW	141,545	NEW	$10,588,981	NEW	1	$74.99	0.99%
HONA	Honeywell Aerospace Inc. Industrials	NEW	47,276	NEW	$10,451,778	NEW	1	unpriced	0.97%
JPM	Jpmorgan Chase & Co Financial Services	Held	30,971	0	$10,137,737	+11.3%	26+	before history	0.94%
BRO	Brown & Brown, Inc. Financial Services	Added	157,805	+131,928	$10,123,190	+499.9%	4	$65.78	0.94%
DLTR	Dollar Tree, Inc. Consumer Defensive	Held	83,330	0	$10,078,763	+10.4%	26+	before history	0.94%
VMC	Vulcan Materials CO Basic Materials	NEW	34,046	NEW	$10,043,910	NEW	1	$286.64	0.94%
HON	Honeywell International Inc Industrials	Added	43,534	+9,273	$9,747,262	+25.9%	6	unpriced	0.91%
WSO	Watsco Inc Industrials	Added	22,295	+3,348	$9,290,995	+34.8%	5	$420.43	0.87%
CSGP	Costar Group, Inc. Real Estate	Reduced	294,475	-80,856	$8,339,532	−44.9%	25	unpriced	0.78%
AAPL	Apple Inc. Technology	Held	22,936	0	$6,636,760	+14.0%	26+	before history	0.62%
DIS	Walt Disney Co Communication Services	Reduced	49,751	-26,515	$4,788,533	−34.9%	26+	before history	0.45%
BAC	Bank Of America Corp Financial Services	Held	76,179	0	$4,340,679	+16.9%	26+	before history	0.40%
ENTG	Entegris Inc Technology	Held	19,079	0	$3,431,548	+53.4%	7	$100.93	0.32%
DE	Deere & Co Industrials	Added	3,531	+61	$2,239,819	+14.6%	9	$393.34	0.21%
GD	General Dynamics Corp Industrials	Held	3,900	0	$1,381,536	+3.2%	26+	before history	0.13%
ABT	Abbott Laboratories Healthcare	Held	14,037	0	$1,273,717	−11.6%	26+	before history	0.12%
BOC	BOSTON OMAHA Corp Industrials	Reduced	89,758	-335,686	$1,224,299	−75.4%	26+	before history	0.11%
VOO	VANGUARD 500 INDEX FUND	Reduced	1,125	-77	$772,661	+7.6%	22	unpriced	0.07%
PG	PROCTER & GAMBLE Co Consumer Defensive	Held	4,940	0	$724,401	+1.5%	26+	before history	0.07%
TROW	Price T Rowe Group Inc Financial Services	Held	6,100	0	$693,509	+26.1%	26+	before history	0.06%
MKC	Mccormick & Co Inc Consumer Defensive	Held	13,200	0	$665,544	−0.0%	26+	before history	0.06%
PEP	Pepsico Inc Consumer Defensive	Held	4,900	0	$663,460	−12.8%	26+	before history	0.06%
BDX	Becton Dickinson & Co Healthcare	Held	3,850	0	$582,620	−3.8%	26+	before history	0.05%
PFE	Pfizer Inc Healthcare	Held	16,600	0	$399,728	−14.2%	26+	before history	0.04%

Showing the top 50 of 55 positions. Create a free account to see every position, past quarters, search, filters and CSV export.

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.