Ironvine Capital Partners, LLC
CIK 1730478 · View on SEC EDGAR ↗
- Portfolio value
- $1.1B
- Positions
- 57
- As of
- June 30, 2026
#2,336 of 9,443 by 13F value · top 24.7%
Portfolio value QoQ: +18.0% 13F does not disclose cash
- Top 10 holdings weight
- 51.21%
- Top 25 holdings weight
- 87.66%
- Positions above 1%
- 26
- Effective number of positions
- 26.6
Based on 13F long-equity holdings only (cash, bonds, shorts not disclosed)
Turnover Q2 2026: 8.55% Est. buys $136,640,494 · sells $84,739,418
Median holding: 7.0 quarters Tracked Q4 2024–Q2 2026 · 86.4% still held
- New positions
- 7
- Increased
- 15
- Decreased
- 19
- Closed
- 6
On this page
- Performance vs S&P How this manager's 13F portfolio performed against the S&P 500.
- Sector breakdown How the portfolio splits across market sectors.
- Portfolio Every stock this institution reports holding, from its latest 13F.
- High-conviction bets The holdings this manager is most concentrated in.
- Biggest new bets Brand-new positions opened in the latest quarter.
- Top moves The biggest position increases and decreases this quarter.
- Exited positions Positions the manager fully sold out of last quarter.
Performance vs S&P 500
Annualized: +10.3% · S&P 500: +18.0%
Approximates a buy-and-hold portfolio built from quarterly SEC 13F snapshots. Excludes cash, short positions, options/derivatives, and non-13(f) securities — reflects the disclosed long-equity book only, not total fund AUM. SEC filing lag is up to 45 days; this is not a real-time-copyable timing.
Priceable coverage: 89.0% · Options excluded: 0.0%
Sector breakdown
Technology
20.4%
Financial Services
15.5%
Retail
15.2%
Health Care
10.4%
Industrials
9.6%
Communication Services
8.5%
Financials
6.0%
Real Estate
0.8%
Consumer products
0.1%
Consumer Staples
0.1%
Other/Unmapped
13.5%
Full portfolio 57 positions
| Type | Streak | 8Q trend | |||||
|---|---|---|---|---|---|---|---|
| AMZN Amazon.com, Inc. - Common Stock | $78,012,972 | 7.27% | 327,318 | $8,192,745 | Down ×4 | ||
| HEIA | $63,399,178 | 5.91% | 245,819 | $13,909,127 | Up ×2 | ||
| MSFT Microsoft Corporation - Common Stock | $57,695,991 | 5.38% | 154,673 | $276,512 | Down ×1 | ||
| V Visa Inc. | $57,102,527 | 5.32% | 166,436 | $12,491,903 | Up ×1 | ||
| GOOG Alphabet Inc. - Class C Capital Stock | $56,998,136 | 5.31% | 161,317 | $-5,841,702 | Down ×1 | ||
| ADI Analog Devices, Inc. - Common Stock | $56,035,524 | 5.22% | 141,087 | $-23,925 | Down ×6 | ||
| UNP Union Pacific Corporation Common Stock | $52,176,400 | 4.86% | 191,825 | $6,903,508 | Up ×1 | ||
| BRKB | $49,078,752 | 4.57% | 98,081 | $2,730,049 | Up ×1 | ||
| AON Aon plc Class A Ordinary Shares (Ireland) | $39,750,061 | 3.70% | 119,841 | $4,990,528 | Up ×3 | ||
| SPGI S&P Global Inc. Common Stock | $39,258,642 | 3.66% | 96,397 | $-1,887,048 | Down ×1 | ||
| MCO Moody's Corporation Common Stock | $38,588,784 | 3.60% | 85,200 | $2,883,030 | Up ×1 | ||
| UNH UnitedHealth Group Incorporated Common Stock (DE) | $34,889,229 | 3.25% | 83,943 | $17,089,548 | Up ×2 | ||
| TSM Taiwan Semiconductor Manufacturing Company Ltd. | $31,632,327 | 2.95% | 66,236 | $7,982,248 | Down ×4 | ||
| TMO Thermo Fisher Scientific Inc Common Stock | $30,978,032 | 2.89% | 61,788 | $-521,668 | Down ×5 | ||
| MA Mastercard Incorporated Common Stock | $30,540,710 | 2.85% | 59,464 | $-2,896,537 | Down ×1 | ||
| DHR Danaher Corporation Common Stock | $27,934,082 | 2.60% | 146,651 | $7,605,549 | Up ×1 | ||
| META Meta Platforms, Inc. - Class A Common Stock | $27,673,924 | 2.58% | 49,129 | $25,664,003 | Up ×4 | ||
| ORLY O'Reilly Automotive, Inc. - Common Stock | $25,306,516 | 2.36% | 274,802 | $1,997,410 | Up ×1 | ||
| COST Costco Wholesale Corporation - Common Stock | $25,295,293 | 2.36% | 27,040 | $-8,098,096 | Down ×2 | ||
| LOW Lowe's Companies, Inc. Common Stock | $24,916,252 | 2.32% | 113,004 | $-356,966 | Up ×1 | ||
| AMAT Applied Materials, Inc. - Common Stock | $24,367,269 | 2.27% | 33,703 | $10,890,489 | Down ×4 | ||
| SAP SAP SE ADS | $22,216,343 | 2.07% | 144,159 | Up ×1 | |||
| APH Amphenol Corporation Common Stock | $16,129,401 | 1.50% | 91,478 | $2,339,309 | Down ×4 | ||
| LH Labcorp Holdings Inc. Common Stock | $15,349,320 | 1.43% | 54,819 | $-2,139,809 | Down ×1 | ||
| ASML ASML Holding N.V. - New York Registry Shares | $15,310,730 | 1.43% | 7,696 | $6,399,090 | Up ×1 | ||
| HEI Heico Corporation Common Stock | $12,063,443 | 1.12% | 33,868 | $2,648,786 | Down ×6 | ||
| Unknown issuer (CUSIP: 866966104) | $10,588,981 | 0.99% | 141,545 | Up ×1 | |||
| Unknown issuer (CUSIP: 43849R105) | $10,451,778 | 0.97% | 47,276 | Up ×1 | |||
| JPM JP Morgan Chase & Co. Common Stock | $10,137,737 | 0.94% | 30,971 | $1,027,308 | |||
| BRO Brown & Brown, Inc. Common Stock | $10,123,191 | 0.94% | 157,805 | $8,435,752 | Up ×3 | ||
| DLTR Dollar Tree, Inc. - Common Stock | $10,078,764 | 0.94% | 83,330 | $953,296 | |||
| VMC Vulcan Materials Company (Holding Company) Common Stock | $10,043,910 | 0.94% | 34,046 | Up ×1 | |||
| Unknown issuer (CUSIP: 438516205) | $9,747,263 | 0.91% | 43,534 | Up ×1 | |||
| WSO Watsco, Inc. Common Stock | $9,290,995 | 0.87% | 22,295 | $2,398,266 | Up ×2 | ||
| CSGP CoStar Group, Inc. - Common Stock | $8,339,532 | 0.78% | 294,475 | $-6,801,321 | Down ×1 | ||
| AAPL Apple Inc. - Common Stock | $6,636,761 | 0.62% | 22,936 | $815,834 | |||
| DIS Walt Disney Company (The) Common Stock | $4,788,534 | 0.45% | 49,751 | $-2,561,983 | Down ×1 | ||
| BAC Bank of America Corporation Common Stock | $4,340,679 | 0.40% | 76,179 | $626,953 | |||
| ENTG Entegris, Inc. - Common Stock | $3,431,549 | 0.32% | 19,079 | $1,194,727 | |||
| DE Deere & Company Common Stock | $2,239,819 | 0.21% | 3,531 | $285,168 | Up ×1 | ||
| GD General Dynamics Corporation Common Stock | $1,381,536 | 0.13% | 3,900 | $42,978 | |||
| ABT Abbott Laboratories Common Stock | $1,273,717 | 0.12% | 14,037 | $-167,462 | |||
| BOC Boston Omaha Corporation Class A Common Stock | $1,224,299 | 0.11% | 89,758 | $-3,744,887 | Down ×4 | ||
| VOO | $772,661 | 0.07% | 1,125 | $54,406 | Down ×1 | ||
| PG Procter & Gamble Company (The) Common Stock | $724,402 | 0.07% | 4,940 | $10,868 | |||
| TROW T. Rowe Price Group, Inc. - Common Stock | $693,509 | 0.06% | 6,100 | $143,655 | |||
| MKC McCormick & Company, Incorporated Common Stock | $665,544 | 0.06% | 13,200 | $-264 | |||
| PEP PepsiCo, Inc. - Common Stock | $663,460 | 0.06% | 4,900 | $-97,461 | |||
| BDX Becton, Dickinson and Company Common Stock | $582,621 | 0.05% | 3,850 | $-22,715 | |||
| PFE Pfizer, Inc. Common Stock | $399,728 | 0.04% | 16,600 | $-66,400 | |||
| NVDA NVIDIA Corporation - Common Stock | $374,026 | 0.03% | 1,869 | $30,516 | Down ×1 | ||
| ORCL Oracle Corporation Common Stock | $360,366 | 0.03% | 2,459 | Up ×1 | |||
| JPST | $325,721 | 0.03% | 6,441 | $-258 | |||
| MU Micron Technology, Inc. - Common Stock | $260,870 | 0.02% | 226 | Up ×1 | |||
| ADBE Adobe Inc. - Common Stock | $220,397 | 0.02% | 1,075 | $-4,000,930 | Down ×1 | ||
| DHR Danaher Corporation Common Stock | $209,528 | 0.02% | 1,100 | Call option | $968 | ||
| SKYHWS | $27,600 | 0.00% | 60,000 | $-14,400 | |||
| No matches | |||||||
Conviction holdings
Positions increased for 3+ consecutive quarters.
Share counts are as reported in 13F filings (not split-adjusted)
Biggest new bets
New positions opened this quarter, largest first.
| Security | Value | Shares | % of portfolio |
|---|---|---|---|
| SAP | $22,216,343 | 144,159 | 2.07% |
| Unknown issuer (CUSIP: 866966104) | $10,588,981 | 141,545 | 0.99% |
| Unknown issuer (CUSIP: 43849R105) | $10,451,778 | 47,276 | 0.97% |
| VMC | $10,043,910 | 34,046 | 0.94% |
| Unknown issuer (CUSIP: 438516205) | $9,747,263 | 43,534 | 0.91% |
| ORCL | $360,366 | 2,459 | 0.03% |
| MU | $260,870 | 226 | 0.02% |
Top movers (QoQ)
| Security | Action | Shares Δ | Value Δ |
|---|---|---|---|
| UNH | Bought more | +18K | +$17.1M |
| HEIA | Bought more | +11K | +$13.9M |
| V | Bought more | +19K | +$12.5M |
| AMAT | Trimmed | -6K | +$10.9M |
| AMZN | Trimmed | -8K | +$8.2M |
| COST | Trimmed | -6K | -$8.1M |
| TSM | Trimmed | -4K | +$8.0M |
| DHR | Bought more | +39K | +$7.6M |
| UNP | Bought more | +5K | +$6.9M |
| CSGP | Trimmed | -81K | -$6.8M |
2 positions hidden (data completeness check)
Exited positions
Includes corporate events (mergers, delistings) — not all exits are sells
Closed positions reflect 13F reporting changes; for index managers these are often mechanical (delisting, M&A, index rebalancing), not active decisions.
| Security | Quarter | Shares before | Value before | Price since exit |
|---|---|---|---|---|
| HON | June 30, 2026 | 34,261 | $7,744,014 | -1.9% |
| DG | June 30, 2025 | 47,749 | $4,198,570 | 6.5% |
| CPRT | June 30, 2026 | 74,231 | $2,464,469 | 21.7% |
| ODFL | June 30, 2026 | 6,193 | $1,210,112 | -4.1% |
| GOOGL | June 30, 2025 | 2,983 | $461,291 | 94.1% |
| IVV | June 30, 2026 | 374 | $244,301 | No longer tracked |
| QUAL | June 30, 2026 | 1,269 | $243,407 | No longer tracked |
| GDX | June 30, 2026 | 2,229 | $204,555 | No longer tracked |
| INTU | Dec. 31, 2025 | 293 | $200,093 | -45.5% |