Ironvine Capital Partners, LLC
Q2 2026 13F filing
Updated 31 days ago57 disclosed positions worth $1.1B
Full holdings
Every line item disclosed in Q2 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | A AMZN AMAZON COM INC | $78M | 327.3K | 7.27% | — |
| 2 | H HEI-A HEICO CORP NEW | $63.4M | 245.8K | 5.91% | — |
| 3 | M MSFT MICROSOFT CORP | $57.7M | 154.7K | 5.38% | — |
| 4 | V V VISA INC | $57.1M | 166.4K | 5.32% | — |
| 5 | G GOOGN ALPHABET INC | $57M | 161.3K | 5.31% | — |
| 6 | A ADI ANALOG DEVICES INC | $56M | 141.1K | 5.22% | — |
| 7 | U UNP UNION PAC CORP | $52.2M | 191.8K | 4.86% | — |
| 8 | B BRK-A BERKSHIRE HATHAWAY INC DEL | $49.1M | 98.1K | 4.57% | — |
| 9 | A AON AON PLC | $39.8M | 119.8K | 3.70% | — |
| 10 | S SPGI S&P GLOBAL INC | $39.3M | 96.4K | 3.66% | — |
| 11 | M MCO MOODYS CORP | $38.6M | 85.2K | 3.60% | — |
| 12 | U UNH UNITEDHEALTH GROUP INC | $34.9M | 83.9K | 3.25% | — |
| 13 | T TSMWF TAIWAN SEMICONDUCTOR MANUFAC | $31.6M | 66.2K | 2.95% | — |
| 14 | T TMO THERMO FISHER SCIENTIFIC INC | $31M | 61.8K | 2.89% | — |
| 15 | M MA MASTERCARD INCORPORATED | $30.5M | 59.5K | 2.85% | — |
| 16 | D DHR DANAHER CORP DEL | $27.9M | 146.7K | 2.60% | — |
| 17 | M META META PLATFORMS INC | $27.7M | 49.1K | 2.58% | — |
| 18 | O ORLY OREILLY AUTOMOTIVE INC | $25.3M | 274.8K | 2.36% | — |
| 19 | C COST COSTCO WHOLESALE CORPORATION | $25.3M | 27.0K | 2.36% | — |
| 20 | L LOW LOWES COS INC | $24.9M | 113.0K | 2.32% | — |
| 21 | A AMAT APPLIED MATLS INC | $24.4M | 33.7K | 2.27% | — |
| 22 | S SAPGF SAP SE | $22.2M | 144.2K | 2.07% | — |
| 23 | A APH AMPHENOL CORP | $16.1M | 91.5K | 1.50% | — |
| 24 | L LH LABCORP HOLDINGS INC | $15.3M | 54.8K | 1.43% | — |
| 25 | A ASMLF ASML HLDG NV | $15.3M | 7.7K | 1.43% | — |
| 26 | H HEI-A HEICO CORP NEW | $12.1M | 33.9K | 1.12% | — |
| 27 | S SUNB SUNBELT RENTALS HOLDINGS INC | $10.6M | 141.5K | 0.99% | — |
| 28 | H HONA HONEYWELL AEROSPACE INC | $10.5M | 47.3K | 0.97% | — |
| 29 | J JPM-PM JPMORGAN CHASE & CO | $10.1M | 31.0K | 0.94% | — |
| 30 | B BRO BROWN & BROWN INC | $10.1M | 157.8K | 0.94% | — |
| 31 | D DLTR DOLLAR TREE INC | $10.1M | 83.3K | 0.94% | — |
| 32 | V VMC VULCAN MATLS CO | $10M | 34.0K | 0.94% | — |
| 33 | H HON HONEYWELL INTL INC | $9.7M | 43.5K | 0.91% | — |
| 34 | W WSO-B WATSCO INC | $9.3M | 22.3K | 0.87% | — |
| 35 | C CSGP COSTAR GROUP INC | $8.3M | 294.5K | 0.78% | — |
| 36 | A AAPL APPLE INC | $6.6M | 22.9K | 0.62% | — |
| 37 | D DIS DISNEY WALT CO | $4.8M | 49.8K | 0.45% | — |
| 38 | B BAC-PS BANK OF AMER CORP | $4.3M | 76.2K | 0.40% | — |
| 39 | E ENTG ENTEGRIS INC | $3.4M | 19.1K | 0.32% | — |
| 40 | D DE DEERE & CO | $2.2M | 3.5K | 0.21% | — |
| 41 | G GD GENERAL DYNAMICS CORP | $1.4M | 3.9K | 0.13% | — |
| 42 | A ABT ABBOTT LABORATORIES | $1.3M | 14.0K | 0.12% | — |
| 43 | B BOC BOSTON OMAHA CORP | $1.2M | 89.8K | 0.11% | — |
| 44 | V VGES VANGUARD INDEX FDS | $773K | 1.1K | 0.07% | — |
| 45 | P PG PROCTER & GAMBLE CO | $724K | 4.9K | 0.07% | — |
| 46 | T TROW PRICE T ROWE GROUP INC | $694K | 6.1K | 0.06% | — |
| 47 | M MKC-V MCCORMICK & CO INC | $666K | 13.2K | 0.06% | — |
| 48 | P PEP PEPSICO INC | $663K | 4.9K | 0.06% | — |
| 49 | B BDX BECTON DICKINSON & CO | $583K | 3.9K | 0.05% | — |
| 50 | P PFE PFIZER INC | $400K | 16.6K | 0.04% | — |