EdgeMarket › What Ironvine Capital Partners, Llc reported owning
What Ironvine Capital Partners, Llc reported owning
As filed on Form 13F for the quarter ending 2026-03-31, up to 45 days after that date. Long-only US-listed equity — shorts, bonds, cash and non-US listings are not on the form, so this is one leg of the book, not the book.
Reported value
909.8MPositions
56Quarter
2026-03-31Shown below
50largest by value
| holding | value | % of book | shares | price | 1y |
|---|---|---|---|---|---|
| AMZN AMAZON COM INC | 69.8M | 7.7% | 335.2K | 258.63 | +15.6% |
| GOOG Alphabet Inc. | 62.8M | 6.9% | 219.1K | 341.75 | +70.7% |
| MSFT MICROSOFT CORP | 57.4M | 6.3% | 155.1K | 483.24 | -4.4% |
| ADI ANALOG DEVICES INC | 56.1M | 6.2% | 176.2K | 373.09 | +52.4% |
| unmapped CUSIP 422806208 | 49.5M | 5.4% | 234.4K | — | — |
| unmapped CUSIP 084670702 | 46.3M | 5.1% | 96.7K | — | — |
| UNP UNION PACIFIC CORP | 45.3M | 5.0% | 186.6K | 308.05 | +36.5% |
| V VISA INC. | 44.6M | 4.9% | 147.6K | 371.04 | +7.9% |
| SPGI S&P Global Inc. | 41.1M | 4.5% | 96.7K | 431.29 | -22.6% |
| MCO MOODYS CORP /DE/ | 35.7M | 3.9% | 81.8K | 503.32 | -2.3% |
| AON Aon plc | 34.8M | 3.8% | 107.7K | 355.11 | -5.1% |
| MA Mastercard Inc | 33.4M | 3.7% | 66.9K | 580.63 | -2.0% |
| COST COSTCO WHOLESALE CORP /NEW | 33.4M | 3.7% | 33.5K | 947.74 | -4.7% |
| TMO THERMO FISHER SCIENTIFIC INC. | 31.5M | 3.5% | 64.1K | 629.27 | +27.2% |
| LOW LOWES COMPANIES INC | 25.3M | 2.8% | 107.0K | 216.09 | -16.0% |
| TSM TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD | 23.7M | 2.6% | 70.0K | 418.95 | +83.3% |
| ORLY O REILLY AUTOMOTIVE INC | 23.3M | 2.6% | 252.5K | 89.11 | -14.3% |
| DHR DANAHER CORP /DE/ | 20.3M | 2.2% | 107.2K | 218.85 | +3.5% |
| UNH UNITEDHEALTH GROUP INC | 17.8M | 2.0% | 65.8K | 390.11 | +30.1% |
| LH LABCORP HOLDINGS INC. | 17.5M | 1.9% | 65.5K | 336.34 | +20.9% |
| CSGP COSTAR GROUP, INC. | 15.1M | 1.7% | 375.3K | 32.26 | -63.4% |
| APH AMPHENOL CORP /DE/ | 13.8M | 1.5% | 109.1K | 157.01 | +44.5% |
| AMAT APPLIED MATERIALS INC /DE | 13.5M | 1.5% | 39.4K | 492.32 | +205.9% |
| HEI HEICO CORP | 9.4M | 1.0% | 34.3K | 355.04 | +15.6% |
| DLTR DOLLAR TREE, INC. | 9.1M | 1.0% | 83.3K | 131.48 | +16.0% |
| JPM JPMORGAN CHASE & CO | 9.1M | 1.0% | 31.0K | 351.58 | +20.3% |
| ASML ASML HOLDING NV | 8.9M | 1.0% | 6.7K | 1,763.76 | +135.3% |
| HON HONEYWELL INTERNATIONAL INC | 7.7M | 0.9% | 34.3K | 215.90 | -50.3% |
| DIS Walt Disney Co | 7.4M | 0.8% | 76.3K | 107.78 | -7.9% |
| WSO WATSCO INC | 6.9M | 0.8% | 18.9K | 311.94 | -25.5% |
| AAPL Apple Inc. | 5.8M | 0.6% | 22.9K | 309.35 | +36.9% |
| BOC BOSTON OMAHA Corp | 5.0M | 0.5% | 425.4K | 14.13 | +12.5% |
| ADBE ADOBE INC. | 4.2M | 0.5% | 17.4K | 275.30 | -22.1% |
| BAC BANK OF AMERICA CORP /DE/ | 3.7M | 0.4% | 76.2K | 61.69 | +27.6% |
| CPRT COPART INC | 2.5M | 0.3% | 74.2K | 33.80 | -29.0% |
| ENTG ENTEGRIS INC | 2.2M | 0.2% | 19.1K | 143.66 | +80.9% |
| META Meta Platforms, Inc. | 2.0M | 0.2% | 3.5K | 549.90 | -26.5% |
| DE DEERE & CO | 2.0M | 0.2% | 3.5K | 647.47 | +31.4% |
| BRO BROWN & BROWN, INC. | 1.7M | 0.2% | 25.9K | 72.92 | -24.7% |
| ABT ABBOTT LABORATORIES | 1.4M | 0.2% | 14.0K | 116.64 | -11.9% |
| GD GENERAL DYNAMICS CORP | 1.3M | 0.1% | 3.9K | 384.29 | +21.0% |
| ODFL OLD DOMINION FREIGHT LINE, INC. | 1.2M | 0.1% | 6.2K | 206.47 | +37.4% |
| PEP PEPSICO INC | 760.9K | 0.1% | 4.9K | 143.48 | -4.8% |
| VOO Vanguard S&P 500 ETF | 718.3K | 0.1% | 1.2K | 703.71 | +20.0% |
| PG PROCTER & GAMBLE Co | 713.5K | 0.1% | 4.9K | 144.68 | -9.3% |
| MKC MCCORMICK & CO INC | 665.8K | 0.1% | 13.2K | 55.41 | -20.7% |
| BDX BECTON DICKINSON & CO | 605.3K | 0.1% | 3.9K | 192.00 | -3.6% |
| TROW PRICE T ROWE GROUP INC | 549.9K | 0.1% | 6.1K | 111.51 | +5.4% |
| PFE PFIZER INC | 466.1K | 0.1% | 16.6K | 28.07 | +10.6% |
| NVDA NVIDIA CORP | 343.5K | 0.0% | 2.0K | 214.72 | +22.4% |
A position that grew quarter on quarter may simply reflect a higher price: if the stock rose 40% and the manager did nothing, the reported value rose 40%. Reading that as accumulation is reading the price back to yourself. More on that →
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