Ironvine Capital Partners, LLC
56 holdingsFiling period: 2026-06-30Current AUM: $1.10Bestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | AMZN | AMAZON COM INC | 327.3K | $78.0M | $81.3M | 7.42% | -7,921 | 2026-06-30 |
| 2 | HEI/A | HEICO CORP NEW | 245.8K | $63.4M | $63.4M | 5.78% | +11.4K | 2026-06-30 |
| 3 | MSFT | MICROSOFT CORP | 154.7K | $57.7M | $76.9M | 7.01% | -444 | 2026-06-30 |
| 4 | V | VISA INC | 166.4K | $57.1M | $62.5M | 5.70% | +18.8K | 2026-06-30 |
| 5 | GOOG | ALPHABET INC | 161.3K | $57.0M | $55.1M | 5.02% | -57,744 | 2026-06-30 |
| 6 | ADI | ANALOG DEVICES INC | 141.1K | $56.0M | $51.0M | 4.65% | -35,123 | 2026-06-30 |
| 7 | UNP | UNION PAC CORP | 191.8K | $52.2M | $54.5M | 4.97% | +5.2K | 2026-06-30 |
| 8 | BRK-B | BERKSHIRE HATHAWAY INC DEL | 98.1K | $49.1M | $49.1M | 4.48% | +1.4K | 2026-06-30 |
| 9 | — | AON PLC | 119.8K | $39.8M | $39.8M | 3.63% | +12.2K | 2026-06-30 |
| 10 | SPGI | S&P GLOBAL INC | 96.4K | $39.3M | $39.8M | 3.63% | -339 | 2026-06-30 |
| 11 | MCO | MOODYS CORP | 85.2K | $38.6M | $39.8M | 3.63% | +3.4K | 2026-06-30 |
| 12 | UNH | UNITEDHEALTH GROUP INC | 83.9K | $34.9M | $31.6M | 2.88% | +18.2K | 2026-06-30 |
| 13 | TSM | TAIWAN SEMICONDUCTOR MANUFAC | 66.2K | $31.6M | $27.4M | 2.50% | -3,745 | 2026-06-30 |
| 14 | TMO | THERMO FISHER SCIENTIFIC INC | 61.8K | $31.0M | $39.6M | 3.61% | -2,297 | 2026-06-30 |
| 15 | MA | MASTERCARD INCORPORATED | 59.5K | $30.5M | $34.1M | 3.11% | -7,456 | 2026-06-30 |
| 16 | DHR | DANAHER CORP DEL | 147.8K | $28.1M | $30.9M | 2.82% | +39.4K | 2026-06-30 |
| 17 | META | META PLATFORMS INC | 49.1K | $27.7M | $32.9M | 3.00% | +45.6K | 2026-06-30 |
| 18 | ORLY | OREILLY AUTOMOTIVE INC | 274.8K | $25.3M | $23.4M | 2.13% | +22.3K | 2026-06-30 |
| 19 | COST | COSTCO WHOLESALE CORPORATION | 27.0K | $25.3M | $24.4M | 2.22% | -6,473 | 2026-06-30 |
| 20 | LOW | LOWES COS INC | 113.0K | $24.9M | $22.0M | 2.01% | +6.0K | 2026-06-30 |
| 21 | AMAT | APPLIED MATLS INC | 33.7K | $24.4M | $14.2M | 1.29% | -5,727 | 2026-06-30 |
| 22 | SAP | SAP SE | 144.2K | $22.2M | $31.1M | 2.84% | -- | 2026-06-30 |
| 23 | APH | AMPHENOL CORP | 91.5K | $16.1M | $14.2M | 1.30% | -17,664 | 2026-06-30 |
| 24 | LH | LABCORP HOLDINGS INC | 54.8K | $15.3M | $17.8M | 1.62% | -10,730 | 2026-06-30 |
| 25 | — | ASML HLDG NV | 7.7K | $15.3M | $15.3M | 1.40% | +949 | 2026-06-30 |
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