Ironvine Capital Partners, LLC
56 holdingsFiling period: 2026-06-30Current AUM: $1.14Bestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | AMZN | Amazon.com Inc | 327.3K | $78.0M | $86.0M | 7.53% | -7,921 | 2026-06-30 |
| 2 | HEI/A | Heico Corp New | 245.8K | $63.4M | $63.4M | 5.55% | +11.4K | 2026-06-30 |
| 3 | MSFT | Microsoft Corp | 154.7K | $57.7M | $82.3M | 7.20% | -444 | 2026-06-30 |
| 4 | V | Visa Inc | 166.4K | $57.1M | $67.7M | 5.92% | +18.8K | 2026-06-30 |
| 5 | GOOG | Alphabet Inc | 161.3K | $57.0M | $54.3M | 4.75% | -57,744 | 2026-06-30 |
| 6 | ADI | Analog Devices Inc | 141.1K | $56.0M | $56.0M | 4.90% | -35,123 | 2026-06-30 |
| 7 | UNP | Union Pac Corp | 191.8K | $52.2M | $55.2M | 4.83% | +5.2K | 2026-06-30 |
| 8 | BRK-B | Berkshire Hathaway Inc Del | 98.1K | $49.1M | $49.1M | 4.30% | +1.4K | 2026-06-30 |
| 9 | — | Aon PLC | 119.8K | $39.8M | $39.8M | 3.48% | +12.2K | 2026-06-30 |
| 10 | SPGI | S&P Global Inc | 96.4K | $39.3M | $42.2M | 3.70% | -339 | 2026-06-30 |
| 11 | MCO | Moodys Corp | 85.2K | $38.6M | $40.5M | 3.55% | +3.4K | 2026-06-30 |
| 12 | UNH | Unitedhealth Group Inc | 83.9K | $34.9M | $35.2M | 3.08% | +18.2K | 2026-06-30 |
| 13 | TSM | Taiwan Semiconductor Manufac | 66.2K | $31.6M | $28.2M | 2.46% | -3,745 | 2026-06-30 |
| 14 | TMO | Thermo Fisher Scientific Inc | 61.8K | $31.0M | $42.5M | 3.72% | -2,297 | 2026-06-30 |
| 15 | MA | Mastercard Incorporated | 59.5K | $30.5M | $36.9M | 3.23% | -7,456 | 2026-06-30 |
| 16 | DHR | Danaher Corp Del | 147.8K | $28.1M | $33.1M | 2.90% | +39.4K | 2026-06-30 |
| 17 | META | Meta Platforms Inc | 49.1K | $27.7M | $34.1M | 2.99% | +45.6K | 2026-06-30 |
| 18 | ORLY | Oreilly Automotive Inc | 274.8K | $25.3M | $24.7M | 2.17% | +22.3K | 2026-06-30 |
| 19 | COST | Costco Wholesale Corporation | 27.0K | $25.3M | $26.9M | 2.35% | -6,473 | 2026-06-30 |
| 20 | LOW | Lowes Cos Inc | 113.0K | $24.9M | $22.4M | 1.96% | +6.0K | 2026-06-30 |
| 21 | AMAT | Applied Matls Inc | 33.7K | $24.4M | $13.6M | 1.19% | -5,727 | 2026-06-30 |
| 22 | SAP | Sap SE | 144.2K | $22.2M | $33.0M | 2.89% | -- | 2026-06-30 |
| 23 | APH | Amphenol Corp | 91.5K | $16.1M | $14.5M | 1.27% | -17,664 | 2026-06-30 |
| 24 | LH | Labcorp Holdings Inc | 54.8K | $15.3M | $17.7M | 1.55% | -10,730 | 2026-06-30 |
| 25 | — | Asml Hldg NV | 7.7K | $15.3M | $15.3M | 1.34% | +949 | 2026-06-30 |
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