Ironvine Capital Partners, LLC
55 holdingsFiling period: 2026-03-31Current AUM: $1.02Bestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | AMZN | AMAZON COM INC | 335.2K | $69.8M | $91.0M | 8.89% | -444 | 2026-03-31 |
| 2 | GOOG | ALPHABET INC | 219.1K | $62.8M | $78.1M | 7.63% | -- | 2026-03-31 |
| 3 | MSFT | MICROSOFT CORP | 155.1K | $57.4M | $72.1M | 7.04% | +735 | 2026-03-31 |
| 4 | ADI | ANALOG DEVICES INC | 176.2K | $56.1M | $64.7M | 6.32% | -7,734 | 2026-03-31 |
| 5 | HEI/A | HEICO CORP NEW | 234.4K | $49.5M | $49.5M | 4.83% | +190 | 2026-03-31 |
| 6 | BRK-B | BERKSHIRE HATHAWAY INC DEL | 96.7K | $46.3M | $46.3M | 4.53% | -1,483 | 2026-03-31 |
| 7 | UNP | UNION PAC CORP | 186.6K | $45.3M | $54.5M | 5.32% | -41 | 2026-03-31 |
| 8 | V | VISA INC | 147.6K | $44.6M | $54.0M | 5.28% | -5 | 2026-03-31 |
| 9 | SPGI | S&P GLOBAL INC | 96.7K | $41.1M | $39.8M | 3.89% | +1.1K | 2026-03-31 |
| 10 | MCO | MOODYS CORP | 81.8K | $35.7M | $39.2M | 3.82% | -150 | 2026-03-31 |
| 11 | — | AON PLC | 107.7K | $34.8M | $34.8M | 3.39% | +8 | 2026-03-31 |
| 12 | MA | MASTERCARD INCORPORATED | 66.9K | $33.4M | $38.4M | 3.74% | +160 | 2026-03-31 |
| 13 | COST | COSTCO WHOLESALE CORPORATION | 33.5K | $33.4M | $31.9M | 3.11% | -10 | 2026-03-31 |
| 14 | TMO | THERMO FISHER SCIENTIFIC INC | 64.1K | $31.5M | $36.8M | 3.59% | -453 | 2026-03-31 |
| 15 | LOW | LOWES COS INC | 107.0K | $25.3M | $22.2M | 2.17% | -3,204 | 2026-03-31 |
| 16 | TSM | TAIWAN SEMICONDUCTOR MANUFAC | 70.0K | $23.6M | $28.3M | 2.76% | -224 | 2026-03-31 |
| 17 | ORLY | OREILLY AUTOMOTIVE INC | 252.5K | $23.3M | $22.6M | 2.20% | -100 | 2026-03-31 |
| 18 | DHR | DANAHER CORP DEL | 108.3K | $20.5M | $21.1M | 2.06% | +1.1K | 2026-03-31 |
| 19 | UNH | UNITEDHEALTH GROUP INC | 65.8K | $17.8M | $27.3M | 2.66% | +723 | 2026-03-31 |
| 20 | LH | LABCORP HOLDINGS INC | 65.5K | $17.5M | $20.3M | 1.98% | -- | 2026-03-31 |
| 21 | CSGP | COSTAR GROUP INC | 375.3K | $15.1M | $10.8M | 1.05% | +4.1K | 2026-03-31 |
| 22 | APH | AMPHENOL CORP | 109.1K | $13.8M | $17.5M | 1.71% | -14,724 | 2026-03-31 |
| 23 | AMAT | APPLIED MATLS INC | 39.4K | $13.5M | $20.0M | 1.95% | -6,989 | 2026-03-31 |
| 24 | HEI | HEICO CORP NEW | 34.3K | $9.4M | $12.2M | 1.19% | -487 | 2026-03-31 |
| 25 | DLTR | DOLLAR TREE INC | 83.3K | $9.1M | $10.6M | 1.04% | -- | 2026-03-31 |
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