Q1 2025 · 13F-HR
Ironvine Capital Partners, LLCholdings as filed
Filed 2025-05-15 · accession 0001730478-25-000002
$921.1M
Reported value
50
Positions
2025-03-31
Period end
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| 594918104 | MSFT | MICROSOFT CORP | $74.3M | 8.06% | 197,893 | Common | SOLE |
| 023135106 | AMZN | AMAZON COM INC | $64.8M | 7.03% | 340,375 | Common | SOLE |
| 084670702 | BRK/B | BERKSHIRE HATHAWAY INC DEL | $53.4M | 5.79% | 100,177 | Common | SOLE |
| 92826C839 | V | VISA INC | $52.4M | 5.69% | 149,621 | Common | SOLE |
| 422806208 | HEI/A | HEICO CORP NEW | $50.1M | 5.44% | 237,578 | Common | SOLE |
| 78409V104 | SPGI | S&P GLOBAL INC | $48.8M | 5.30% | 95,999 | Common | SOLE |
| 02079K107 | GOOG | ALPHABET INC | $45.7M | 4.96% | 292,431 | Common | SOLE |
| 032654105 | ADI | ANALOG DEVICES INC | $42.6M | 4.63% | 211,373 | Common | SOLE |
| G0403H108 | AON | AON PLC | $41.9M | 4.55% | 105,063 | Common | SOLE |
| 615369105 | MCO | MOODYS CORP | $38.3M | 4.16% | 82,350 | Common | SOLE |
| 883556102 | TMO | THERMO FISHER SCIENTIFIC INC | $38.3M | 4.16% | 76,977 | Common | SOLE |
| 57636Q104 | MA | MASTERCARD INCORPORATED | $36.8M | 3.99% | 67,090 | Common | SOLE |
| 22160N109 | CSGP | COSTAR GROUP INC | $36.3M | 3.94% | 457,958 | Common | SOLE |
| 91324P102 | UNH | UNITEDHEALTH GROUP INC | $32.8M | 3.57% | 62,718 | Common | SOLE |
| 22160K105 | COST | COSTCO WHSL CORP NEW | $31.6M | 3.43% | 33,398 | Common | SOLE |
| 548661107 | LOW | LOWES COS INC | $25.6M | 2.78% | 109,953 | Common | SOLE |
| 67103H107 | ORLY | OREILLY AUTOMOTIVE INC | $24.1M | 2.61% | 16,791 | Common | SOLE |
| 235851102 | DHR | DANAHER CORPORATION | $21.8M | 2.36% | 106,103 | Common | SOLE |
| 504922105 | LH | LABCORP HOLDINGS INC | $21.1M | 2.29% | 90,659 | Common | SOLE |
| 037833100 | AAPL | APPLE INC | $17.8M | 1.93% | 80,186 | Common | SOLE |
| 907818108 | UNP | UNION PAC CORP | $12.9M | 1.40% | 54,615 | Common | SOLE |
| 874039100 | TSM | TAIWAN SEMICONDUCTOR MFG LTD | $11.0M | 1.19% | 66,005 | Common | SOLE |
| 00724F101 | ADBE | ADOBE INC | $10.2M | 1.11% | 26,593 | Common | SOLE |
| 422806109 | HEI | HEICO CORP NEW | $10.0M | 1.09% | 37,583 | Common | SOLE |
| 244199105 | DE | DEERE & CO | $9.4M | 1.02% | 20,048 | Common | SOLE |
| 032095101 | APH | AMPHENOL CORP NEW | $7.9M | 0.86% | 120,363 | Common | SOLE |
| 46625H100 | JPM | JPMORGAN CHASE & CO. | $7.6M | 0.82% | 30,971 | Common | SOLE |
| 254687106 | DIS | DISNEY WALT CO | $7.5M | 0.82% | 76,266 | Common | SOLE |
| 101044105 | BOC | BOSTON OMAHA CORP | $6.8M | 0.74% | 465,733 | Common | SOLE |
| 038222105 | AMAT | APPLIED MATLS INC | $6.6M | 0.71% | 45,296 | Common | SOLE |
| 256746108 | DLTR | DOLLAR TREE INC | $6.3M | 0.68% | 83,502 | Common | SOLE |
| 438516106 | HON | HONEYWELL INTL INC | $5.3M | 0.58% | 25,084 | Common | SOLE |
| 256677105 | DG | DOLLAR GEN CORP NEW | $4.2M | 0.46% | 47,749 | Common | SOLE |
| 060505104 | BAC | BANK AMERICA CORP | $3.2M | 0.35% | 76,179 | Common | SOLE |
| 29362U104 | ENTG | ENTEGRIS INC | $2.5M | 0.27% | 28,578 | Common | SOLE |
| 002824100 | ABT | ABBOTT LABS | $1.9M | 0.20% | 14,037 | Common | SOLE |
| 679580100 | ODFL | OLD DOMINION FREIGHT LINE IN | $1.8M | 0.20% | 11,120 | Common | SOLE |
| 579780206 | MKC | MCCORMICK & CO INC | $1.1M | 0.12% | 13,200 | Common | SOLE |
| 369550108 | GD | GENERAL DYNAMICS CORP | $1.1M | 0.12% | 3,900 | Common | SOLE |
| 075887109 | BDX | BECTON DICKINSON & CO | $881,881 | 0.10% | 3,850 | Common | SOLE |
| 742718109 | PG | PROCTER AND GAMBLE CO | $841,875 | 0.09% | 4,940 | Common | SOLE |
| 713448108 | PEP | PEPSICO INC | $734,706 | 0.08% | 4,900 | Common | SOLE |
| 922908363 | VOO | VANGUARD INDEX FDS | $617,720 | 0.07% | 1,202 | Common | SOLE |
| 74144T108 | TROW | PRICE T ROWE GROUP INC | $560,407 | 0.06% | 6,100 | Common | SOLE |
| 02079K305 | GOOGL | ALPHABET INC | $461,291 | 0.05% | 2,983 | Common | SOLE |
| 717081103 | PFE | PFIZER INC | $420,644 | 0.05% | 16,600 | Common | SOLE |
| 46641Q837 | JPST | J P MORGAN EXCHANGE TRADED F | $326,108 | 0.04% | 6,441 | Common | SOLE |
| 46432F339 | QUAL | ISHARES TR | $201,479 | 0.02% | 1,179 | Common | SOLE |
| 464287200 | IVV | ISHARES TR | $200,036 | 0.02% | 356 | Common | SOLE |
| 83085C115 | SKYH/WS | SKY HARBOUR GROUP CORPORATIO | $184,800 | 0.02% | 60,000 | Common | SOLE |
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.