Ironvine Capital Partners, LLC Top Holdings and 13F Report (2026) About Ironvine Capital Partners, LLCInvestment ActivityIronvine Capital Partners, LLC has $1.07 billion in total holdings as of June 30, 2026.Ironvine Capital Partners, LLC owns shares of 56 different stocks, but just 21 companies or ETFs make up 80% of its holdings.Approximately 12.73% of the portfolio was purchased this quarter.About 7.90% of the portfolio was sold this quarter.This quarter, Ironvine Capital Partners, LLC has purchased 55 new stocks and bought additional shares in 15 stocks.Ironvine Capital Partners, LLC sold shares of 19 stocks and completely divested from 6 stocks this quarter.Largest Holdings Amazon.com $78,012,972Heico $63,399,178Microsoft $57,695,991Visa $57,102,527Alphabet $56,998,136 Largest New Holdings this Quarter 803054204 - SAP $22,216,343 Holding866966104 - SUNBELT RENTALS HOLDINGS INC $10,588,981 Holding43849R105 - HONEYWELL AEROSPACE INC $10,451,778 Holding929160109 - Vulcan Materials $10,043,910 Holding438516205 - HONEYWELL INTL INC $9,747,263 Holding Largest Purchases this Quarter Meta Platforms 45,616 shares (about $25.70M)SAP 144,159 shares (about $22.22M)SUNBELT RENTALS HOLDINGS INC 141,545 shares (about $10.59M)HONEYWELL AEROSPACE INC 47,276 shares (about $10.45M)Vulcan Materials 34,046 shares (about $10.04M) Largest Sales this Quarter Alphabet 57,744 shares (about $20.40M)Analog Devices 35,123 shares (about $13.95M)Costco Wholesale 6,473 shares (about $6.06M)Boston Omaha 335,686 shares (about $4.58M)Applied Materials 5,727 shares (about $4.14M) 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$78,012,972$1,887,891 â–¼-2.4%327,3187.3%Consumer DiscretionaryHEI.AHeico$63,399,178$2,932,179 â–²4.8%245,8195.9%IndustrialsMSFTMicrosoft$57,695,991$165,621 â–¼-0.3%154,6735.4%TechnologyVVisa$57,102,527$6,462,443 â–²12.8%166,4365.3%FinanceGOOGAlphabet$56,998,136$20,402,688 â–¼-26.4%161,3175.3%Communication ServicesADIAnalog Devices$56,035,524$13,949,802 â–¼-19.9%141,0875.2%TechnologyUNPUnion Pacific$52,176,400$1,421,200 â–²2.8%191,8254.9%IndustrialsBRK.BBerkshire Hathaway$49,078,752$680,530 â–²1.4%98,0814.6%FinanceAONAON$39,750,061$4,031,029 â–²11.3%119,8413.7%FinanceSPGIS&P Global$39,258,642$138,061 â–¼-0.4%96,3973.7%FinanceMCOMoody's$38,588,784$1,518,641 â–²4.1%85,2003.6%FinanceUNHUnitedHealth Group$34,889,229$7,548,672 â–²27.6%83,9433.3%HealthcareTSMTaiwan Semiconductor Manufacturing$31,632,327$1,788,500 â–¼-5.4%66,2362.9%TechnologyTMOThermo Fisher Scientific$30,978,032$1,151,624 â–¼-3.6%61,7882.9%HealthcareMAMastercard$30,540,710$3,829,402 â–¼-11.1%59,4642.8%FinanceDHRDanaher$28,143,610$7,511,198 â–²36.4%147,7512.6%HealthcareMETAMeta Platforms$27,673,924$25,695,083 â–²1,298.5%49,1292.6%Communication ServicesORLYO'Reilly Automotive$25,306,516$2,052,962 â–²8.8%274,8022.4%Consumer DiscretionaryCOSTCostco Wholesale$25,295,293$6,055,341 â–¼-19.3%27,0402.4%Consumer StaplesLOWLowe's Companies$24,916,252$1,331,980 â–²5.6%113,0042.3%Consumer DiscretionaryAMATApplied Materials$24,367,269$4,140,621 â–¼-14.5%33,7032.3%TechnologySAPSAP$22,216,343$22,216,343 â–²New Holding144,1592.1%TechnologyAPHAmphenol$16,129,401$3,114,516 â–¼-16.2%91,4781.5%TechnologyLABCORP HOLDINGS INC$15,349,320$3,004,400 â–¼-16.4%54,8191.4%COM SHSASMLASML$15,310,730$1,887,979 â–²14.1%7,6961.4%TechnologyHEIHeico$12,063,443$166,341 â–¼-1.4%33,8681.1%IndustrialsSUNBELT RENTALS HOLDINGS INC$10,588,981$10,588,981 â–²New Holding141,5451.0%SHSHONEYWELL AEROSPACE INC$10,451,778$10,451,778 â–²New Holding47,2761.0%COMJPMJPMorgan Chase & Co.$10,137,7370.0%30,9710.9%FinanceBROBrown & Brown$10,123,191$8,463,181 â–²509.8%157,8050.9%FinanceDLTRDollar Tree$10,078,7640.0%83,3300.9%Consumer StaplesVMCVulcan Materials$10,043,910$10,043,910 â–²New Holding34,0460.9%MaterialsHONEYWELL INTL INC$9,747,263$9,747,263 â–²New Holding43,5340.9%COMWSOWatsco$9,290,995$1,395,212 â–²17.7%22,2950.9%IndustrialsCSGPCoStar Group$8,339,532$2,289,842 â–¼-21.5%294,4750.8%Real EstateAAPLApple$6,636,7610.0%22,9360.6%TechnologyDISWalt Disney$4,788,534$2,552,069 â–¼-34.8%49,7510.4%Communication ServicesBACBank of America$4,340,6790.0%76,1790.4%FinanceENTGEntegris$3,431,5490.0%19,0790.3%TechnologyDEDeere & Company$2,239,819$38,694 â–²1.8%3,5310.2%IndustrialsGDGeneral Dynamics$1,381,5360.0%3,9000.1%IndustrialsABTAbbott Laboratories$1,273,7170.0%14,0370.1%HealthcareBOCBoston Omaha$1,224,299$4,578,757 â–¼-78.9%89,7580.1%Communication ServicesVOOVanguard S&P 500 ETF$772,661$52,884 â–¼-6.4%1,1250.1%ETFPGProcter & Gamble$724,4020.0%4,9400.1%Consumer StaplesTROWT. Rowe Price Group$693,5090.0%6,1000.1%FinanceMKCMcCormick & Company, Incorporated$665,5440.0%13,2000.1%Consumer StaplesPEPPepsiCo$663,4600.0%4,9000.1%Consumer StaplesBDXBecton, Dickinson and Company$582,6210.0%3,8500.1%HealthcarePFEPfizer$399,7280.0%16,6000.0%HealthcareNVDANVIDIA$374,026$20,212 â–¼-5.1%1,8690.0%TechnologyORCLOracle$360,366$360,366 â–²New Holding2,4590.0%TechnologyJPSTJPMorgan Ultra-Short Income ETF$325,7210.0%6,4410.0%ETFMUMicron Technology$260,870$260,870 â–²New Holding2260.0%TechnologyADBEAdobe$220,397$3,339,988 â–¼-93.8%1,0750.0%TechnologySKY HARBOUR GROUP CORPORATIO$27,6000.0%60,0000.0%*W EXP 01/25/202HONHoneywell International$0$7,744,014 â–¼-100.0%00.0%IndustrialsCPRTCopart$0$2,464,469 â–¼-100.0%00.0%IndustrialsODFLOld Dominion Freight Line$0$1,210,112 â–¼-100.0%00.0%IndustrialsIVViShares Core S&P 500 ETF$0$244,301 â–¼-100.0%00.0%ETFQUALiShares MSCI USA Quality Factor ETF$0$243,407 â–¼-100.0%00.0%ETFGDXVanEck Gold Miners ETF$0$204,555 â–¼-100.0%00.0%ETFShowing largest 100 holdings. 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