Skip to main content

Ironvine Capital Partners, LLC

13F filer · CIK 0001730478
Reported Aug 10, 2026
Net buyer this quarter
13F portfolio value$1.07BU.S. long equity reported on 13F
Positions545 new · 2 closed
Net flow last quarter+$53MBuys minus sells
Top 10 positions weight51.2%Concentration

Holdings

13F · last 4 quarters free
Scroll for earlier quarters
CompanyValue% of portfolio% of companyPOSITION CHANGE qoq %First reported
Q2 2026Reported Aug 10, 202654 positions
AMZNAmazon Com Inc$78M7.27%0.00%-2.4%Q4 2017
HEI.AHeico Corp$63.4M5.91%Not reported+4.9%Q1 2020
MSFTMicrosoft Corp$57.7M5.38%0.00%-0.3%Q4 2017
VVisa Inc.$57.1M5.32%0.01%+12.8%Q4 2017
GOOGAlphabet Inc.$57M5.31%Not reported-26.4%Q2 2018
ADIAnalog Devices Inc$56M5.22%0.03%-19.9%Q1 2019
UNPUnion Pacific Corp$52.2M4.86%0.03%+2.8%Q4 2017
BRK.BBerkshire Hathaway Inc$49.1M4.57%Not reported+1.4%Q4 2017
AONAon plc$39.8M3.70%0.06%+11.3%Q1 2021
SPGIS&P Global Inc.$39.3M3.66%0.03%-0.4%Q4 2017
MCOMoodys Corp$38.6M3.60%0.05%+4.1%Q4 2017
UNHUnitedhealth Group Inc$34.9M3.25%0.01%+27.6%Q4 2017
TSMTaiwan Semiconductor Manufacturing Co Ltd$31.6M2.95%0.00%-5.4%Q3 2022
TMOThermo Fisher Scientific Inc.$31M2.89%0.02%-3.6%Q1 2019
MAMastercard Inc$30.5M2.85%0.00%-11.1%Q4 2017
DHRDanaher Corp$27.9M2.60%0.02%+36.8%Q3 2019
METAMeta Platforms, Inc.$27.7M2.58%Not reported+1298.5%Q3 2018
ORLYO Reilly Automotive Inc$25.3M2.36%0.03%+8.8%Q4 2023
COSTCostco Wholesale Corp$25.3M2.36%0.01%-19.3%Q4 2017
LOWLowes Companies Inc$24.9M2.32%0.02%+5.7%Q4 2017
AMATApplied Materials Inc$24.4M2.27%0.00%-14.5%Q3 2024
SAPSap SE$22.2M2.07%0.01%NewQ2 2026
APHAmphenol Corp$16.1M1.50%0.01%-16.2%Q1 2025
LHLabcorp Holdings Inc.$15.3M1.43%0.07%-16.4%Q2 2024
ASMLAsml Holding NV$15.3M1.43%0.00%+14.1%Q3 2025
HEIHeico Corp$12.1M1.12%0.06%-1.4%Q1 2020
SUNBSunbelt Rentals Holdings, Inc.$10.6M0.99%0.03%NewQ2 2026
HONAHoneywell Aerospace Inc.$10.5M0.97%Not reported+176.0%Q2 2026
JPMJPMorgan Chase & Co$10.1M0.94%0.00%Not reportedQ4 2017
BROBrown & Brown, Inc.$10.1M0.94%0.05%+509.8%Q3 2025
DLTRDollar Tree, Inc.$10.1M0.94%0.04%Not reportedQ1 2019
VMCVulcan Materials CO$10M0.94%0.03%NewQ2 2026
HONHoneywell International Inc$9.75M0.91%0.01%+154.1%Q4 2017
WSOWatsco Inc$9.29M0.87%Not reported+17.7%Q2 2025
CSGPCostar Group, Inc.$8.34M0.78%0.07%-21.5%Q2 2020
AAPLApple Inc.$6.64M0.62%0.00%Not reportedQ4 2017
DISWalt Disney Co$4.79M0.45%0.00%-34.8%Q4 2017
BACBank of America Corp$4.34M0.40%0.00%Not reportedQ4 2017
ENTGEntegris Inc$3.43M0.32%0.01%Not reportedQ4 2024
DEDeere & Co$2.24M0.21%0.00%+1.8%Q2 2024
GDGeneral Dynamics Corp$1.38M0.13%0.00%Not reportedQ1 2018
ABTAbbott Laboratories$1.27M0.12%0.00%Not reportedQ1 2018
BOCBOSTON OMAHA Corp$1.22M0.11%0.30%-78.9%Q1 2018
PGPROCTER & GAMBLE Co$724K0.07%0.00%Not reportedQ4 2017
TROWPrice T Rowe Group Inc$694K0.06%0.00%Not reportedQ4 2017
MKCMccormick & Co Inc$666K0.06%Not reportedNot reportedQ4 2017
PEPPepsico Inc$663K0.06%0.00%Not reportedQ4 2017
BDXBecton Dickinson & Co$583K0.05%0.00%Not reportedQ1 2018
PFEPfizer Inc$400K0.04%0.00%Not reportedQ4 2017
NVDANvidia Corp$374K0.03%0.00%-5.1%Q4 2025
Q1 2026Reported May 15, 202650 positions
AMZNAmazon Com Inc$69.8M7.67%0.00%-0.1%Q4 2017
GOOGAlphabet Inc.$62.8M6.91%Not reportedNot reportedQ2 2018
MSFTMicrosoft Corp$57.4M6.31%0.00%+0.5%Q4 2017
ADIAnalog Devices Inc$56.1M6.16%0.04%-4.2%Q1 2019
HEI.AHeico Corp$49.5M5.44%Not reported+0.1%Q1 2020
BRK.BBerkshire Hathaway Inc$46.3M5.09%Not reported-1.5%Q4 2017
UNPUnion Pacific Corp$45.3M4.98%0.03%0.0%Q4 2017
VVisa Inc.$44.6M4.90%0.01%0.0%Q4 2017
SPGIS&P Global Inc.$41.1M4.52%0.03%+1.1%Q4 2017
MCOMoodys Corp$35.7M3.92%0.05%-0.2%Q4 2017
AONAon plc$34.8M3.82%0.05%0.0%Q1 2021
MAMastercard Inc$33.4M3.68%0.01%+0.2%Q4 2017
COSTCostco Wholesale Corp$33.4M3.67%0.01%0.0%Q4 2017
TMOThermo Fisher Scientific Inc.$31.5M3.46%0.02%-0.7%Q1 2019
LOWLowes Companies Inc$25.3M2.78%0.02%-2.9%Q4 2017
TSMTaiwan Semiconductor Manufacturing Co Ltd$23.7M2.60%0.00%-0.3%Q3 2022
ORLYO Reilly Automotive Inc$23.3M2.56%0.03%0.0%Q4 2023
DHRDanaher Corp$20.3M2.23%0.02%0.0%Q3 2019
UNHUnitedhealth Group Inc$17.8M1.96%0.01%+1.1%Q4 2017
LHLabcorp Holdings Inc.$17.5M1.92%0.08%Not reportedQ2 2024
CSGPCostar Group, Inc.$15.1M1.66%0.09%+1.1%Q2 2020
APHAmphenol Corp$13.8M1.52%0.01%-11.9%Q1 2025
AMATApplied Materials Inc$13.5M1.48%0.01%-15.1%Q3 2024
HEIHeico Corp$9.41M1.03%0.06%-1.4%Q1 2020
DLTRDollar Tree, Inc.$9.13M1.00%0.04%Not reportedQ1 2019
JPMJPMorgan Chase & Co$9.11M1.00%0.00%Not reportedQ4 2017
ASMLAsml Holding NV$8.91M0.98%0.00%-1.4%Q3 2025
HONHoneywell International Inc$7.74M0.85%0.01%-0.3%Q4 2017
DISWalt Disney Co$7.35M0.81%0.00%Not reportedQ4 2017
WSOWatsco Inc$6.89M0.76%Not reported+96.4%Q2 2025
AAPLApple Inc.$5.82M0.64%0.00%Not reportedQ4 2017
BOCBOSTON OMAHA Corp$4.97M0.55%1.41%-5.8%Q1 2018
ADBEAdobe Inc.$4.22M0.46%0.00%Not reportedQ2 2020
BACBank of America Corp$3.71M0.41%0.00%Not reportedQ4 2017
CPRTCopart Inc$2.46M0.27%0.01%NewQ1 2026
ENTGEntegris Inc$2.24M0.25%0.01%-26.1%Q4 2024
METAMeta Platforms, Inc.$2.01M0.22%Not reported+28.6%Q3 2018
DEDeere & Co$1.95M0.21%0.00%-78.9%Q2 2024
BROBrown & Brown, Inc.$1.69M0.19%0.01%+29.6%Q3 2025
ABTAbbott Laboratories$1.44M0.16%0.00%Not reportedQ1 2018
GDGeneral Dynamics Corp$1.34M0.15%0.00%Not reportedQ1 2018
ODFLOld Dominion Freight Line, Inc.$1.21M0.13%0.00%-35.7%Q2 2023
PEPPepsico Inc$761K0.08%0.00%Not reportedQ4 2017
PGPROCTER & GAMBLE Co$714K0.08%0.00%Not reportedQ4 2017
MKCMccormick & Co Inc$666K0.07%Not reportedNot reportedQ4 2017
BDXBecton Dickinson & Co$605K0.07%0.00%Not reportedQ1 2018
TROWPrice T Rowe Group Inc$550K0.06%0.00%Not reportedQ4 2017
PFEPfizer Inc$466K0.05%0.00%Not reportedQ4 2017
NVDANvidia Corp$344K0.04%0.00%+4.8%Q4 2025
SKYHSky Harbour Group Corp$42K0.00%Not reportedNot reportedQ3 2022
Q4 2025Reported Feb 13, 202649 positions
AMZNAmazon Com Inc$77.5M7.76%0.00%-0.6%Q4 2017
MSFTMicrosoft Corp$74.7M7.47%0.00%-15.5%Q4 2017
GOOGAlphabet Inc.$68.7M6.88%Not reported-7.3%Q2 2018
HEI.AHeico Corp$59.1M5.92%Not reported-0.1%Q1 2020
VVisa Inc.$51.8M5.18%0.01%-0.6%Q4 2017
SPGIS&P Global Inc.$50M5.00%0.03%-0.4%Q4 2017
ADIAnalog Devices Inc$49.9M4.99%0.04%-11.4%Q1 2019
BRK.BBerkshire Hathaway Inc$49.4M4.94%Not reported-0.8%Q4 2017
UNPUnion Pacific Corp$43.2M4.32%0.03%+117.2%Q4 2017
MCOMoodys Corp$41.9M4.19%0.05%-0.4%Q4 2017
MAMastercard Inc$38.1M3.82%0.01%+0.1%Q4 2017
AONAon plc$38M3.80%0.05%+2.2%Q1 2021
TMOThermo Fisher Scientific Inc.$37.4M3.74%0.02%0.0%Q1 2019
COSTCostco Wholesale Corp$28.9M2.89%0.01%+0.2%Q4 2017
LOWLowes Companies Inc$26.6M2.66%0.02%+0.1%Q4 2017
CSGPCostar Group, Inc.$25M2.50%0.09%-13.7%Q2 2020
DHRDanaher Corp$24.6M2.46%0.02%+0.1%Q3 2019
ORLYO Reilly Automotive Inc$23M2.31%0.03%+0.1%Q4 2023
UNHUnitedhealth Group Inc$21.5M2.15%0.01%-7.9%Q4 2017
TSMTaiwan Semiconductor Manufacturing Co Ltd$21.3M2.14%0.00%-0.5%Q3 2022
APHAmphenol Corp$16.7M1.68%0.01%-1.8%Q1 2025
LHLabcorp Holdings Inc.$16.4M1.65%0.08%-22.2%Q2 2024
AMATApplied Materials Inc$11.9M1.19%0.01%-0.9%Q3 2024
HEIHeico Corp$11.3M1.13%0.06%-2.5%Q1 2020
DLTRDollar Tree, Inc.$10.3M1.03%0.04%0.0%Q1 2019
JPMJPMorgan Chase & Co$9.98M1.00%0.00%Not reportedQ4 2017
DISWalt Disney Co$8.68M0.87%0.00%Not reportedQ4 2017
DEDeere & Co$7.67M0.77%0.01%-2.4%Q2 2024
ASMLAsml Holding NV$7.32M0.73%0.00%-2.4%Q3 2025
HONHoneywell International Inc$6.7M0.67%0.01%+2.3%Q4 2017
AAPLApple Inc.$6.24M0.62%0.00%-67.2%Q4 2017
ADBEAdobe Inc.$6.08M0.61%0.00%-34.7%Q2 2020
BOCBOSTON OMAHA Corp$5.59M0.56%1.49%-3.8%Q1 2018
BACBank of America Corp$4.19M0.42%0.00%Not reportedQ4 2017
WSOWatsco Inc$3.25M0.33%Not reported-1.7%Q2 2025
ENTGEntegris Inc$2.18M0.22%0.02%-0.2%Q4 2024
METAMeta Platforms, Inc.$1.8M0.18%Not reported+1.3%Q3 2018
ABTAbbott Laboratories$1.76M0.18%0.00%Not reportedQ1 2018
BROBrown & Brown, Inc.$1.59M0.16%0.01%+16.1%Q3 2025
ODFLOld Dominion Freight Line, Inc.$1.51M0.15%0.00%-0.6%Q2 2023
GDGeneral Dynamics Corp$1.31M0.13%0.00%Not reportedQ1 2018
MKCMccormick & Co Inc$899K0.09%Not reportedNot reportedQ4 2017
BDXBecton Dickinson & Co$747K0.07%0.00%Not reportedQ1 2018
PGPROCTER & GAMBLE Co$708K0.07%0.00%Not reportedQ4 2017
PEPPepsico Inc$703K0.07%0.00%Not reportedQ4 2017
TROWPrice T Rowe Group Inc$625K0.06%0.00%Not reportedQ4 2017
PFEPfizer Inc$413K0.04%0.00%Not reportedQ4 2017
NVDANvidia Corp$351K0.04%0.00%NewQ4 2025
SKYHSky Harbour Group Corp$38.8K0.00%Not reportedNot reportedQ3 2022
Q3 2025Reported Nov 14, 202549 positions
MSFTMicrosoft Corp$94.6M9.42%0.00%-0.6%Q4 2017
AMZNAmazon Com Inc$74.2M7.38%0.00%-1.4%Q4 2017
HEI.AHeico Corp$59.6M5.93%Not reported-0.2%Q1 2020
GOOGAlphabet Inc.$57.6M5.73%Not reported0.0%Q2 2018
ADIAnalog Devices Inc$51M5.08%0.04%-0.2%Q1 2019
VVisa Inc.$50.7M5.05%0.01%-0.9%Q4 2017
BRK.BBerkshire Hathaway Inc$49.7M4.95%Not reported-1.4%Q4 2017
SPGIS&P Global Inc.$46.7M4.65%0.03%-0.2%Q4 2017
MCOMoodys Corp$39.2M3.91%0.05%-0.2%Q4 2017
MAMastercard Inc$38M3.78%0.01%-0.8%Q4 2017
AONAon plc$37.6M3.74%0.05%-0.4%Q1 2021
CSGPCostar Group, Inc.$36.3M3.61%0.10%-2.3%Q2 2020
TMOThermo Fisher Scientific Inc.$31.3M3.12%0.02%-11.6%Q1 2019
COSTCostco Wholesale Corp$31M3.08%0.01%0.0%Q4 2017
LOWLowes Companies Inc$27.7M2.75%0.02%0.0%Q4 2017
ORLYO Reilly Automotive Inc$27.2M2.71%0.03%-0.2%Q4 2023
UNHUnitedhealth Group Inc$24.4M2.43%0.01%-0.1%Q4 2017
LHLabcorp Holdings Inc.$24.2M2.41%0.10%-7.1%Q2 2024
DHRDanaher Corp$21.3M2.12%0.02%-0.2%Q3 2019
UNPUnion Pacific Corp$20.3M2.02%0.01%+12.0%Q4 2017
TSMTaiwan Semiconductor Manufacturing Co Ltd$19.7M1.96%0.00%-0.3%Q3 2022
AAPLApple Inc.$17.8M1.77%0.00%-0.2%Q4 2017
APHAmphenol Corp$15.6M1.55%0.01%-1.0%Q1 2025
HEIHeico Corp$11.5M1.15%0.06%-3.6%Q1 2020
JPMJPMorgan Chase & Co$9.77M0.97%0.00%Not reportedQ4 2017
AMATApplied Materials Inc$9.59M0.95%0.01%-0.4%Q3 2024
ADBEAdobe Inc.$9.38M0.93%0.01%Not reportedQ2 2020
DISWalt Disney Co$8.73M0.87%0.00%Not reportedQ4 2017
DLTRDollar Tree, Inc.$7.87M0.78%0.04%Not reportedQ1 2019
DEDeere & Co$7.72M0.77%0.01%-1.9%Q2 2024
HONHoneywell International Inc$7.07M0.70%0.01%+2.1%Q4 2017
ASMLAsml Holding NV$6.79M0.68%0.00%NewQ3 2025
BOCBOSTON OMAHA Corp$6.14M0.61%1.55%-0.9%Q1 2018
WSOWatsco Inc$3.97M0.39%Not reported+17.0%Q2 2025
BACBank of America Corp$3.93M0.39%0.00%Not reportedQ4 2017
ENTGEntegris Inc$2.39M0.24%0.02%-22.2%Q4 2024
METAMeta Platforms, Inc.$1.98M0.20%Not reported0.0%Q3 2018
ABTAbbott Laboratories$1.88M0.19%0.00%Not reportedQ1 2018
BROBrown & Brown, Inc.$1.61M0.16%0.01%NewQ3 2025
ODFLOld Dominion Freight Line, Inc.$1.36M0.14%0.00%-14.6%Q2 2023
GDGeneral Dynamics Corp$1.33M0.13%0.00%Not reportedQ1 2018
MKCMccormick & Co Inc$883K0.09%Not reportedNot reportedQ4 2017
PGPROCTER & GAMBLE Co$759K0.08%0.00%Not reportedQ4 2017
BDXBecton Dickinson & Co$721K0.07%0.00%Not reportedQ1 2018
PEPPepsico Inc$688K0.07%0.00%Not reportedQ4 2017
TROWPrice T Rowe Group Inc$626K0.06%0.00%Not reportedQ4 2017
PFEPfizer Inc$423K0.04%0.00%Not reportedQ4 2017
INTUIntuit Inc.$200K0.02%0.00%Not reportedQ1 2024
SKYHSky Harbour Group Corp$90.6K0.01%Not reportedNot reportedQ3 2022
Premium opens every quarter this fund has filed

Not investment advice. We make every effort to keep the information on SpoorBase accurate, but errors may occur. SpoorBase does not guarantee the accuracy or completeness of any data, and any use of the information is at the user’s sole responsibility. Valuation multiples are calculated by SpoorBase and may contain errors. See Disclosures. © 2026 SpoorBase. All rights reserved.