Ironvine Capital Partners, LLC Top Holdings and 13F Report (2025)

About Ironvine Capital Partners, LLC

Investment Activity

Ironvine Capital Partners, LLC has $921.12 million in total holdings as of March 31, 2025.
Ironvine Capital Partners, LLC owns shares of 50 different stocks, but just 17 companies or ETFs make up 80% of its holdings.
Approximately 2.17% of the portfolio was purchased this quarter.
About 2.75% of the portfolio was sold this quarter.
This quarter, Ironvine Capital Partners, LLC has purchased 47 new stocks and bought additional shares in 8 stocks.
Ironvine Capital Partners, LLC sold shares of 23 stocks and completely divested from 0 stocks this quarter.

Largest Holdings

Microsoft: $74,287,053
Amazon.com: $64,759,748
Berkshire Hathaway: $53,352,267
Visa: $52,436,176
HEICO: $50,121,831

Largest New Holdings this Quarter

032095101 - Amphenol: $7,894,609 Holding
438516106 - Honeywell International: $5,311,537 Holding
464287200 - iShares Core S&P 500 ETF: $200,036 Holding

Largest Purchases this Quarter

Amphenol: 120,363 shares (about $7.89M)
Honeywell International: 25,084 shares (about $5.31M)
Taiwan Semiconductor Manufacturing: 13,862 shares (about $2.30M)
Thermo Fisher Scientific: 4,188 shares (about $2.08M)
Applied Materials: 13,442 shares (about $1.95M)

Largest Sales this Quarter

Danaher: 21,122 shares (about $4.33M)
Alphabet: 24,762 shares (about $3.87M)
Visa: 8,364 shares (about $2.93M)
Analog Devices: 12,339 shares (about $2.49M)
Berkshire Hathaway: 3,550 shares (about $1.89M)

Sector Allocation Over Time

Selling

Neutral

Buying

Latest 13F Holdings and Changes Since Previous Quarterly Filing

Issuer Name	Holdings Value	Approximate Purchase/Sale	Change in Shares	Shares Held	% of Portfolio	Sector
MSFT Microsoft	$74,287,053	$809,716 ▼	-1.1%	197,893	8.1%	Computer and Technology
AMZN Amazon.com	$64,759,748	$991,825 ▼	-1.5%	340,375	7.0%	Retail/Wholesale
BRK.B Berkshire Hathaway	$53,352,267	$1,890,659 ▼	-3.4%	100,177	5.8%	Finance
V Visa	$52,436,176	$2,931,247 ▼	-5.3%	149,621	5.7%	Business Services
HEI.A HEICO	$50,121,831	$406,328 ▼	-0.8%	237,578	5.4%	Aerospace
SPGI S&P Global	$48,777,092	$622,423 ▼	-1.3%	95,999	5.3%	Business Services
GOOG Alphabet	$45,686,495	$3,868,567 ▼	-7.8%	292,431	5.0%	Computer and Technology
ADI Analog Devices	$42,627,593	$2,488,406 ▼	-5.5%	211,373	4.6%	Computer and Technology
AON AON	$41,929,593	$747,895 ▼	-1.8%	105,063	4.6%	Finance
MCO Moody's	$38,349,572	$1,227,093 ▼	-3.1%	82,350	4.2%	Finance
TMO Thermo Fisher Scientific	$38,303,755	$2,083,949 ▲	5.8%	76,977	4.2%	Medical
MA Mastercard	$36,773,371	$6,577 ▲	0.0%	67,090	4.0%	Business Services
CSGP CoStar Group	$36,284,012	$693,500 ▼	-1.9%	457,958	3.9%	Computer and Technology
UNH UnitedHealth Group	$32,848,553	$859,474 ▼	-2.5%	62,718	3.6%	Medical
COST Costco Wholesale	$31,587,231	$310,217 ▼	-1.0%	33,398	3.4%	Retail/Wholesale
LOW Lowe's Companies	$25,644,338	$4,198 ▼	0.0%	109,953	2.8%	Retail/Wholesale
ORLY O'Reilly Automotive	$24,054,451	$11,461 ▲	0.0%	16,791	2.6%	Retail/Wholesale
DHR Danaher	$21,751,115	$4,330,010 ▼	-16.6%	106,103	2.4%	Medical
LABCORP HOLDINGS INC	$21,099,976	$398,684 ▼	-1.9%	90,659	2.3%	COM SHS
AAPL Apple	$17,811,716	$36,651 ▼	-0.2%	80,186	1.9%	Computer and Technology
UNP Union Pacific	$12,902,248	$28,113 ▲	0.2%	54,615	1.4%	Transportation
TSM Taiwan Semiconductor Manufacturing	$10,956,830	$2,301,092 ▲	26.6%	66,005	1.2%	Computer and Technology
ADBE Adobe	$10,199,213		0.0%	26,593	1.1%	Computer and Technology
HEI HEICO	$10,041,802	$1,444,162 ▼	-12.6%	37,583	1.1%	Aerospace
DE Deere & Company	$9,409,529	$803,058 ▼	-7.9%	20,048	1.0%	Industrials
APH Amphenol	$7,894,609	$7,894,609 ▲	New Holding	120,363	0.9%	Computer and Technology
JPM JPMorgan Chase & Co.	$7,597,186		0.0%	30,971	0.8%	Finance
DIS Walt Disney	$7,527,454		0.0%	76,266	0.8%	Consumer Discretionary
BOC Boston Omaha	$6,790,387	$438,246 ▼	-6.1%	465,733	0.7%	Finance
AMAT Applied Materials	$6,573,356	$1,950,703 ▲	42.2%	45,296	0.7%	Computer and Technology
DLTR Dollar Tree	$6,268,495	$2,177 ▼	0.0%	83,502	0.7%	Retail/Wholesale
HON Honeywell International	$5,311,537	$5,311,537 ▲	New Holding	25,084	0.6%	Multi-Sector Conglomerates
DG Dollar General	$4,198,570		0.0%	47,749	0.5%	Retail/Wholesale
BAC Bank of America	$3,178,950		0.0%	76,179	0.3%	Finance
ENTG Entegris	$2,500,003	$227,710 ▲	10.0%	28,578	0.3%	Computer and Technology
ABT Abbott Laboratories	$1,862,008		0.0%	14,037	0.2%	Medical
ODFL Old Dominion Freight Line	$1,839,804	$24,983 ▼	-1.3%	11,120	0.2%	Transportation
MKC McCormick & Company, Incorporated	$1,086,492		0.0%	13,200	0.1%	Consumer Staples
GD General Dynamics	$1,063,062		0.0%	3,900	0.1%	Aerospace
BDX Becton, Dickinson and Company	$881,881		0.0%	3,850	0.1%	Medical
PG Procter & Gamble	$841,875		0.0%	4,940	0.1%	Consumer Staples
PEP PepsiCo	$734,706		0.0%	4,900	0.1%	Consumer Staples
VOO Vanguard S&P 500 ETF	$617,720		0.0%	1,202	0.1%	ETF
TROW T. Rowe Price Group	$560,407		0.0%	6,100	0.1%	Finance
GOOGL Alphabet	$461,291	$6,650 ▼	-1.4%	2,983	0.1%	Computer and Technology
PFE Pfizer	$420,644		0.0%	16,600	0.0%	Medical
JPST JPMorgan Ultra-Short Income ETF	$326,108		0.0%	6,441	0.0%	ETF
QUAL iShares MSCI USA Quality Factor ETF	$201,479	$7,177 ▲	3.7%	1,179	0.0%	ETF
IVV iShares Core S&P 500 ETF	$200,036	$200,036 ▲	New Holding	356	0.0%	ETF
SKY HARBOUR GROUP CORPORATIO	$184,800		0.0%	60,000	0.0%	*W EXP 01/25/202

Showing largest 100 holdings. View all holdings.

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Ironvine Capital Partners, LLC Top Holdings and 13F Report (2025)

About Ironvine Capital Partners, LLC

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

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Ironvine Capital Partners, LLC Top Holdings and 13F Report (2025)

About Ironvine Capital Partners, LLC

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Map of 500 Largest Holdings ofIronvine Capital Partners, LLC

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

MarketBeat All Access Features

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools