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Ironvine Capital Partners, LLC

Q4 2024 · 13F-HR

Ironvine Capital Partners, LLCholdings as filed

Filed 2025-02-14 · accession 0001730478-25-000001

$933.3M
Reported value
47
Positions
2024-12-31
Period end
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Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
594918104MSFTMICROSOFT CORP$84.3M9.03%200,050CommonSOLE
023135106AMZNAMAZON COM INC$75.8M8.12%345,588CommonSOLE
02079K107GOOGALPHABET INC$60.4M6.47%317,193CommonSOLE
92826C839VVISA INC$49.9M5.35%157,985CommonSOLE
78409V104SPGIS&P GLOBAL INC$48.4M5.19%97,224CommonSOLE
032654105ADIANALOG DEVICES INC$47.5M5.09%223,712CommonSOLE
084670702BRK/BBERKSHIRE HATHAWAY INC DEL$47.0M5.04%103,727CommonSOLE
422806208HEI/AHEICO CORP NEW$44.6M4.78%239,504CommonSOLE
615369105MCOMOODYS CORP$40.2M4.31%84,985CommonSOLE
G0403H108AONAON PLC$38.4M4.12%106,937CommonSOLE
883556102TMOTHERMO FISHER SCIENTIFIC INC$37.9M4.06%72,789CommonSOLE
57636Q104MAMASTERCARD INCORPORATED$35.3M3.78%67,078CommonSOLE
22160N109CSGPCOSTAR GROUP INC$33.4M3.58%466,711CommonSOLE
91324P102UNHUNITEDHEALTH GROUP INC$32.6M3.49%64,359CommonSOLE
22160K105COSTCOSTCO WHSL CORP NEW$30.9M3.31%33,726CommonSOLE
235851102DHRDANAHER CORPORATION$29.2M3.13%127,225CommonSOLE
548661107LOWLOWES COS INC$27.1M2.91%109,971CommonSOLE
504922105LHLABCORP HOLDINGS INC$21.2M2.27%92,372CommonSOLE
037833100AAPLAPPLE INC$20.1M2.16%80,351CommonSOLE
67103H107ORLYOREILLY AUTOMOTIVE INC$19.9M2.13%16,783CommonSOLE
907818108UNPUNION PAC CORP$12.4M1.33%54,496CommonSOLE
00724F101ADBEADOBE INC$11.8M1.27%26,593CommonSOLE
874039100TSMTAIWAN SEMICONDUCTOR MFG LTD$10.3M1.10%52,143CommonSOLE
422806109HEIHEICO CORP NEW$10.2M1.10%42,988CommonSOLE
244199105DEDEERE & CO$9.2M0.99%21,759CommonSOLE
254687106DISDISNEY WALT CO$8.5M0.91%76,266CommonSOLE
46625H100JPMJPMORGAN CHASE & CO.$7.4M0.80%30,971CommonSOLE
101044105BOCBOSTON OMAHA CORP$7.0M0.75%495,791CommonSOLE
256746108DLTRDOLLAR TREE INC$6.3M0.67%83,531CommonSOLE
038222105AMATAPPLIED MATLS INC$5.2M0.56%31,854CommonSOLE
256677105DGDOLLAR GEN CORP NEW$3.6M0.39%47,749CommonSOLE
060505104BACBANK AMERICA CORP$3.3M0.36%76,179CommonSOLE
29362U104ENTGENTEGRIS INC$2.6M0.28%25,975CommonSOLE
679580100ODFLOLD DOMINION FREIGHT LINE IN$2.0M0.21%11,271CommonSOLE
002824100ABTABBOTT LABS$1.6M0.17%14,037CommonSOLE
369550108GDGENERAL DYNAMICS CORP$1.0M0.11%3,900CommonSOLE
579780206MKCMCCORMICK & CO INC$1.0M0.11%13,200CommonSOLE
075887109BDXBECTON DICKINSON & CO$873,4500.09%3,850CommonSOLE
742718109PGPROCTER AND GAMBLE CO$828,1910.09%4,940CommonSOLE
713448108PEPPEPSICO INC$745,0940.08%4,900CommonSOLE
74144T108TROWPRICE T ROWE GROUP INC$689,8490.07%6,100CommonSOLE
922908363VOOVANGUARD INDEX FDS$647,6500.07%1,202CommonSOLE
02079K305GOOGLALPHABET INC$572,8220.06%3,026CommonSOLE
717081103PFEPFIZER INC$440,3980.05%16,600CommonSOLE
46641Q837JPSTJ P MORGAN EXCHANGE TRADED F$324,4330.03%6,441CommonSOLE
46432F339QUALISHARES TR$202,4770.02%1,137CommonSOLE
83085C115SKYH/WSSKY HARBOUR GROUP CORPORATIO$175,2000.02%60,000CommonSOLE

Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.