Ironvine Capital Partners, LLC Top Holdings and 13F Report (2026) About Ironvine Capital Partners, LLCInvestment ActivityIronvine Capital Partners, LLC has $909.77 million in total holdings as of March 31, 2026.Ironvine Capital Partners, LLC owns shares of 55 different stocks, but just 18 companies or ETFs make up 80% of its holdings.Approximately 0.91% of the portfolio was purchased this quarter.About 1.98% of the portfolio was sold this quarter.This quarter, Ironvine Capital Partners, LLC has purchased 53 new stocks and bought additional shares in 12 stocks.Ironvine Capital Partners, LLC sold shares of 21 stocks and completely divested from 0 stocks this quarter.Largest Holdings Amazon.com $69,820,227Alphabet $62,839,838Microsoft $57,419,479Analog Devices $56,059,449Heico $49,490,051 Largest New Holdings this Quarter 217204106 - Copart $2,464,469 Holding92189F106 - VanEck Gold Miners ETF $204,555 Holding Largest Purchases this Quarter Watsco 9,301 shares (about $3.38M)Copart 74,231 shares (about $2.46M)S&P Global 1,090 shares (about $463.62K)Meta Platforms 781 shares (about $446.84K)Brown & Brown 5,909 shares (about $385.33K) Largest Sales this Quarter Deere & Company 13,005 shares (about $7.33M)Analog Devices 7,734 shares (about $2.46M)Applied Materials 6,989 shares (about $2.39M)Amphenol 14,724 shares (about $1.86M)Entegris 6,752 shares (about $791.60K) Sector Allocation Over TimeMap of 500 Largest Holdings ofIronvine Capital Partners, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorAMZNAmazon.com$69,820,227$92,472 â–¼-0.1%335,2397.7%Retail/WholesaleGOOGAlphabet$62,839,8380.0%219,0616.9%Computer and TechnologyMSFTMicrosoft$57,419,479$272,074 â–²0.5%155,1176.3%Computer and TechnologyADIAnalog Devices$56,059,449$2,460,495 â–¼-4.2%176,2106.2%Computer and TechnologyHEI.AHeico$49,490,051$40,107 â–²0.1%234,4505.4%AerospaceBRK.BBerkshire Hathaway$46,348,703$710,654 â–¼-1.5%96,7215.1%FinanceUNPUnion Pacific$45,272,892$9,947 â–¼0.0%186,6005.0%TransportationVVisa$44,610,624$1,511 â–¼0.0%147,6004.9%Business ServicesSPGIS&P Global$41,145,690$463,621 â–²1.1%96,7364.5%FinanceMCOMoody's$35,705,754$65,438 â–¼-0.2%81,8473.9%FinanceAONAON$34,759,533$2,582 â–²0.0%107,6883.8%FinanceMAMastercard$33,437,247$79,946 â–²0.2%66,9203.7%Business ServicesCOSTCostco Wholesale$33,393,389$9,964 â–¼0.0%33,5133.7%Retail/WholesaleTMOThermo Fisher Scientific$31,499,700$222,663 â–¼-0.7%64,0853.5%MedicalLOWLowe's Companies$25,273,218$757,041 â–¼-2.9%106,9632.8%Retail/WholesaleTSMTaiwan Semiconductor Manufacturing$23,650,079$75,701 â–¼-0.3%69,9812.6%Computer and TechnologyORLYO'Reilly Automotive$23,309,106$9,231 â–¼0.0%252,5092.6%Retail/WholesaleDHRDanaher$20,537,093$200,597 â–²1.0%108,3182.3%MedicalUNHUnitedHealth Group$17,799,681$195,637 â–²1.1%65,7812.0%MedicalLABCORP HOLDINGS INC$17,489,1290.0%65,5491.9%COM SHSCSGPCoStar Group$15,140,853$165,676 â–²1.1%375,3311.7%Computer and TechnologyAPHAmphenol$13,790,092$1,860,377 â–¼-11.9%109,1421.5%Computer and TechnologyAMATApplied Materials$13,476,780$2,388,770 â–¼-15.1%39,4301.5%Computer and TechnologyHEIHeico$9,414,657$133,535 â–¼-1.4%34,3351.0%AerospaceDLTRDollar Tree$9,125,4680.0%83,3301.0%Retail/WholesaleJPMJPMorgan Chase & Co.$9,110,4290.0%30,9711.0%FinanceASMLASML$8,911,640$128,121 â–¼-1.4%6,7471.0%Computer and TechnologyHONHoneywell International$7,744,014$19,213 â–¼-0.2%34,2610.9%Multi-Sector ConglomeratesDISWalt Disney$7,350,5170.0%76,2660.8%Consumer DiscretionaryWSOWatsco$6,892,729$3,383,611 â–²96.4%18,9470.8%ConstructionAAPLApple$5,820,9270.0%22,9360.6%Computer and TechnologyBOCBoston Omaha$4,969,186$306,834 â–¼-5.8%425,4440.5%FinanceADBEAdobe$4,221,3270.0%17,3660.5%Computer and TechnologyBACBank of America$3,713,7260.0%76,1790.4%FinanceCPRTCopart$2,464,469$2,464,469 â–²New Holding74,2310.3%Business ServicesENTGEntegris$2,236,822$791,604 â–¼-26.1%19,0790.2%Computer and TechnologyMETAMeta Platforms$2,009,921$446,840 â–²28.6%3,5130.2%Computer and TechnologyDEDeere & Company$1,954,651$7,325,717 â–¼-78.9%3,4700.2%IndustrialsBROBrown & Brown$1,687,439$385,326 â–²29.6%25,8770.2%FinanceABTAbbott Laboratories$1,441,1790.0%14,0370.2%MedicalGDGeneral Dynamics$1,338,5580.0%3,9000.1%AerospaceODFLOld Dominion Freight Line$1,210,112$670,808 â–¼-35.7%6,1930.1%TransportationPEPPepsiCo$760,9210.0%4,9000.1%Consumer StaplesVOOVanguard S&P 500 ETF$718,2550.0%1,2020.1%ETFPGProcter & Gamble$713,5340.0%4,9400.1%Consumer StaplesMKCMcCormick & Company, Incorporated$665,8080.0%13,2000.1%Consumer StaplesBDXBecton, Dickinson and Company$605,3360.0%3,8500.1%MedicalTROWT. Rowe Price Group$549,8540.0%6,1000.1%FinancePFEPfizer$466,1280.0%16,6000.1%MedicalNVDANVIDIA$343,510$15,693 â–²4.8%1,9700.0%Computer and TechnologyJPSTJPMorgan Ultra-Short Income ETF$325,9790.0%6,4410.0%ETFIVViShares Core S&P 500 ETF$244,3010.0%3740.0%ETFQUALiShares MSCI USA Quality Factor ETF$243,407$3,261 â–¼-1.3%1,2690.0%ETFGDXVanEck Gold Miners ETF$204,555$204,555 â–²New Holding2,2290.0%ETFSKY HARBOUR GROUP CORPORATIO$42,0000.0%60,0000.0%*W EXP 01/25/202Showing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. Real-time analyst ratings, insider transactions, earnings data, and more. Our daily ratings and market update email newsletter. Sign in to your free account to enjoy all that MarketBeat has to offer. Sign In Create Account Your Email Address: Email Address Required Your Password: Password Required Log In Email Me a Login Link or Sign in with Facebook Sign in with Google Forgot your password? Your Email Address: Please enter your email address. Please enter a valid email address Choose a Password: Please enter your password. Your password must be at least 8 characters long and contain at least 1 number, 1 letter, and 1 special character. Create My Account (Free) or Sign in with Facebook Sign in with Google By creating a free account, you agree to our terms of service. This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.
