Holdings of Ironvine Capital Partners, LLC
53 declared positions · as of Mar 31, 2026
Original filing · Ten largest lines: 58.2 % of the equity sleeve
Sector breakdown
- Financials 24.5 %
- Technology 22.0 %
- Consumer discretionary 14.9 %
- Industrials 13.5 %
- Communication 8.3 %
- Health care 8.2 %
- Consumer staples 4.0 %
- Funds 0.1 %
- Unattributed 4.4 %
Titelia classification, company by company. The unattributed share stays visible.
Currency breakdown
The quoted currency of each line, as declared.
Country breakdown
- US 96.3 %
- TW 2.7 %
- NL 1.0 %
Shares computed on the equity sleeve.
| Rank | Country | Lines | Value | Share |
|---|
| 1 | US | 51 | 842.2M $ | 96.28 % |
| 2 | TW | 1 | 23.7M $ | 2.70 % |
| 3 | NL | 1 | 8.9M $ | 1.02 % |
Positions
| Rank | Company | Shares | Value | Weight |
|---|
| 1 | Amazon.com Inc | 335,239 | 69.8M $ | |
| 2 | Alphabet Inc | 219,061 | 62.8M $ | |
| 3 | Microsoft Corp | 155,117 | 57.4M $ | |
| 4 | Analog Devices Inc | 176,210 | 56.1M $ | |
| 5 | HEICO Corp | 234,450 | 49.5M $ | |
| 6 | Berkshire Hathaway Inc | 96,721 | 46.3M $ | |
| 7 | Union Pacific Corp | 186,600 | 45.3M $ | |
| 8 | Visa Inc | 147,600 | 44.6M $ | |
| 9 | S&P Global Inc | 96,736 | 41.1M $ | |
| 10 | Moody's Corp | 81,847 | 35.7M $ | |
| 11 | Mastercard Inc | 66,920 | 33.4M $ | |
| 12 | Costco Wholesale Corp | 33,513 | 33.4M $ | |
| 13 | Thermo Fisher Scientific Inc | 64,085 | 31.5M $ | |
| 14 | Lowe's Cos Inc | 106,963 | 25.3M $ | |
| 15 | Taiwan Semiconductor Manufacturing Co Ltd | 69,981 | 23.7M $ | |
| 16 | O'Reilly Automotive Inc | 252,509 | 23.3M $ | |
| 17 | Danaher Corp | 107,218 | 20.3M $ | |
| 18 | UnitedHealth Group Inc | 65,781 | 17.8M $ | |
| 19 | Labcorp Holdings Inc | 65,549 | 17.5M $ | |
| 20 | CoStar Group Inc | 375,331 | 15.1M $ | |
| 21 | Amphenol Corp | 109,142 | 13.8M $ | |
| 22 | Applied Materials Inc | 39,430 | 13.5M $ | |
| 23 | HEICO Corp | 34,335 | 9.4M $ | |
| 24 | Dollar Tree Inc | 83,330 | 9.1M $ | |
| 25 | JPMorgan Chase & Co | 30,971 | 9.1M $ | |
| 26 | ASML Holding NV | 6,747 | 8.9M $ | |
| 27 | Honeywell International Inc | 34,261 | 7.7M $ | |
| 28 | Walt Disney Co/The | 76,266 | 7.4M $ | |
| 29 | Watsco Inc | 18,947 | 6.9M $ | |
| 30 | Apple Inc | 22,936 | 5.8M $ | |
| 31 | Boston Omaha Corp | 425,444 | 5M $ | |
| 32 | Adobe Inc | 17,366 | 4.2M $ | |
| 33 | Bank of America Corp | 76,179 | 3.7M $ | |
| 34 | Copart Inc | 74,231 | 2.5M $ | |
| 35 | Entegris Inc | 19,079 | 2.2M $ | |
| 36 | Meta Platforms Inc | 3,513 | 2M $ | |
| 37 | Deere & Co | 3,470 | 2M $ | |
| 38 | Brown & Brown Inc | 25,877 | 1.7M $ | |
| 39 | Abbott Laboratories | 14,037 | 1.4M $ | |
| 40 | General Dynamics Corp | 3,900 | 1.3M $ | |
| 41 | Old Dominion Freight Line Inc | 6,193 | 1.2M $ | |
| 42 | PepsiCo Inc | 4,900 | 760.9K $ | |
| 43 | Vanguard S&P 500 ETF | 1,202 | 718.3K $ | |
| 44 | Procter & Gamble Co/The | 4,940 | 713.5K $ | |
| 45 | McCormick & Co Inc/MD | 13,200 | 665.8K $ | |
| 46 | Becton Dickinson & Co | 3,850 | 605.3K $ | |
| 47 | T Rowe Price Group Inc | 6,100 | 549.9K $ | |
| 48 | Pfizer Inc | 16,600 | 466.1K $ | |
| 49 | NVIDIA Corp | 1,970 | 343.5K $ | |
| 50 | JPMorgan Ultra-Short Income ETF | 6,441 | 326K $ | |
| 51 | iShares Core S&P 500 ETF | 374 | 244.3K $ | |
| 52 | iShares Trust | 1,269 | 243.4K $ | |
| 53 | VanEck Gold Miners ETF/USA | 2,229 | 204.6K $ | |