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The Analysis of Ironvine Capital Partners, LLC's Holdings & P&L

Currently, Ironvine Capital Partners, LLC holds 55 types of securities in its portfolio with a total value $909.6M. In the most recent quarter, they have increased their positions in WSO (+9.3K shares, valued at $3.4M), CPRT (+74.2K shares, valued at $2.5M), SPGI (+1.1K shares, valued at $463.6K); decreased their positions in DE (-13.0K shares, valued at $7.3M), ADI (-7.7K shares, valued at $2.5M), AMAT (-7.0K shares, valued at $2.4M); initiated new positions in CPRT (+74.2K shares, valued at $2.5M), GDX (+2.2K shares, valued at $204.6K).

1M P&L

+2.7M+0.33%

3M P&L

+301.7K+0.04%

HY P&L

+28.6M+3.53%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1Financial Data & Stock Exchanges91.9M

10.9%

2Credit Services89.9M

10.7%

3Diagnostics & Research78.4M

9.3%

Top Industries by Stock Count

1N/A5 stocks

10.4%

2Semiconductors3 stocks

6.3%

3Semiconductor Equipment & Materials3 stocks

6.3%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

AMZN AMAZON COM INC335.2K shares-0.13%2026-03-312026-05-15

ALPHABET INC ALPHABET INC219.1K shares0.00%2026-03-312026-05-15

MSFT MICROSOFT CORP155.1K shares0.48%2026-03-312026-05-15

ADI ANALOG DEVICES INC176.2K shares-4.20%2026-03-312026-05-15

HEI.A HEICO CORP NEW234.4K shares0.08%2026-03-312026-05-15

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL96.7K shares-1.51%2026-03-312026-05-15

UNP UNION PAC CORP186.6K shares-0.02%2026-03-312026-05-15

V VISA INC147.6K shares-0.00%2026-03-312026-05-15

Sponsored

SPGI S&P GLOBAL INC96.7K shares1.14%2026-03-312026-05-15

MCO MOODYS CORP81.8K shares-0.18%2026-03-312026-05-15

AON PLC AON PLC107.7K shares0.01%2026-03-312026-05-15

MA MASTERCARD INCORPORATED66.9K shares0.24%2026-03-312026-05-15

COST COSTCO WHOLESALE CORPORATION33.5K shares-0.03%2026-03-312026-05-15

TMO THERMO FISHER SCIENTIFIC INC64.1K shares-0.70%2026-03-312026-05-15

LOW LOWES COS INC107.0K shares-2.91%2026-03-312026-05-15

TSM TAIWAN SEMICONDUCTOR MANUFAC70.0K shares-0.32%2026-03-312026-05-15

Sponsored

ORLY OREILLY AUTOMOTIVE INC252.5K shares-0.04%2026-03-312026-05-15

DHR DANAHER CORP DEL107.2K shares-0.04%2026-03-312026-05-15

UNH UNITEDHEALTH GROUP INC65.8K shares1.11%2026-03-312026-05-15

LH LABCORP HOLDINGS INC65.5K shares0.00%2026-03-312026-05-15

CSGP COSTAR GROUP INC375.3K shares1.11%2026-03-312026-05-15

APH AMPHENOL CORP109.1K shares-11.89%2026-03-312026-05-15

AMAT APPLIED MATLS INC39.4K shares-15.06%2026-03-312026-05-15

HEI HEICO CORP NEW34.3K shares-1.40%2026-03-312026-05-15

Sponsored

DLTR DOLLAR TREE INC83.3K shares0.00%2026-03-312026-05-15

JPM JPMORGAN CHASE & CO31.0K shares0.00%2026-03-312026-05-15

ASML ASML HLDG NV6.7K shares-1.42%2026-03-312026-05-15

HON HONEYWELL INTL INC34.3K shares-0.25%2026-03-312026-05-15

DIS DISNEY WALT CO76.3K shares0.00%2026-03-312026-05-15

WSO WATSCO INC18.9K shares96.42%2026-03-312026-05-15

AAPL APPLE INC22.9K shares0.00%2026-03-312026-05-15

BOC BOSTON OMAHA CORP425.4K shares-5.82%2026-03-312026-05-15

Sponsored

ADBE ADOBE INC17.4K shares0.00%2026-03-312026-05-15

BAC BANK AMERICA CORP76.2K shares0.00%2026-03-312026-05-15

CPRT COPART INC74.2K sharesnew addition2026-03-312026-05-15

ENTG ENTEGRIS INC19.1K shares-26.14%2026-03-312026-05-15

META META PLATFORMS INC3.5K shares28.59%2026-03-312026-05-15

DE DEERE & CO3.5K shares-78.94%2026-03-312026-05-15

BRO BROWN & BROWN INC25.9K shares29.59%2026-03-312026-05-15

ABT ABBOTT LABORATORIES14.0K shares0.00%2026-03-312026-05-15

Sponsored

GENERAL DYNAMICS CORP GENERAL DYNAMICS CORP3.9K shares0.00%2026-03-312026-05-15

ODFL OLD DOMINION FREIGHT LINE IN6.2K shares-35.66%2026-03-312026-05-15

PEP PEPSICO INC4.9K shares0.00%2026-03-312026-05-15

VANGUARD INDEX FDS VANGUARD INDEX FDS1.2K shares0.00%2026-03-312026-05-15

PG PROCTER & GAMBLE CO4.9K shares0.00%2026-03-312026-05-15

MKC MCCORMICK & CO INC13.2K shares0.00%2026-03-312026-05-15

BDX BECTON DICKINSON & CO3.9K shares0.00%2026-03-312026-05-15

TROW PRICE T ROWE GROUP INC6.1K shares0.00%2026-03-312026-05-15

Sponsored

PFE PFIZER INC16.6K shares0.00%2026-03-312026-05-15

NVDA NVIDIA CORPORATION2.0K shares4.79%2026-03-312026-05-15

JPST J P MORGAN EXCHANGE TRADED F6.4K shares0.00%2026-03-312026-05-15

IVV ISHARES TR374 shares0.00%2026-03-312026-05-15

QUAL ISHARES TR1.3K shares-1.32%2026-03-312026-05-15

GDX VANECK ETF TRUST2.2K sharesnew addition2026-03-312026-05-15

SKYH.WS SKY HARBOUR GROUP CORPORATIO60.0K shares0.00%2026-03-312026-05-15

AMZN

AMAZON COM INC

-0.13%

Shares335.2K

Event2026-03-31

Filed2026-05-15

ALPHABET INC

0.00%

Shares219.1K

Event2026-03-31

Filed2026-05-15

MSFT

MICROSOFT CORP

0.48%

Shares155.1K

Event2026-03-31

Filed2026-05-15

ADI

ANALOG DEVICES INC

-4.20%

Shares176.2K

Event2026-03-31

Filed2026-05-15

HEI.A

HEICO CORP NEW

0.08%

Shares234.4K

Event2026-03-31

Filed2026-05-15

BERKSHIRE HATHAWAY INC DEL

-1.51%

Shares96.7K

Event2026-03-31

Filed2026-05-15

UNP

UNION PAC CORP

-0.02%

Shares186.6K

Event2026-03-31

Filed2026-05-15

VISA INC

-0.00%

Shares147.6K

Event2026-03-31

Filed2026-05-15

SPGI

S&P GLOBAL INC

1.14%

Shares96.7K

Event2026-03-31

Filed2026-05-15

MCO

MOODYS CORP

-0.18%

Shares81.8K

Event2026-03-31

Filed2026-05-15

AON PLC

0.01%

Shares107.7K

Event2026-03-31

Filed2026-05-15

MASTERCARD INCORPORATED

0.24%

Shares66.9K

Event2026-03-31

Filed2026-05-15

COST

COSTCO WHOLESALE CORPORATION

-0.03%

Shares33.5K

Event2026-03-31

Filed2026-05-15

TMO

THERMO FISHER SCIENTIFIC INC

-0.70%

Shares64.1K

Event2026-03-31

Filed2026-05-15

LOW

LOWES COS INC

-2.91%

Shares107.0K

Event2026-03-31

Filed2026-05-15

TSM

TAIWAN SEMICONDUCTOR MANUFAC

-0.32%

Shares70.0K

Event2026-03-31

Filed2026-05-15

ORLY

OREILLY AUTOMOTIVE INC

-0.04%

Shares252.5K

Event2026-03-31

Filed2026-05-15

DHR

DANAHER CORP DEL

-0.04%

Shares107.2K

Event2026-03-31

Filed2026-05-15

UNH

UNITEDHEALTH GROUP INC

1.11%

Shares65.8K

Event2026-03-31

Filed2026-05-15

LABCORP HOLDINGS INC

0.00%

Shares65.5K

Event2026-03-31

Filed2026-05-15

CSGP

COSTAR GROUP INC

1.11%

Shares375.3K

Event2026-03-31

Filed2026-05-15

APH

AMPHENOL CORP

-11.89%

Shares109.1K

Event2026-03-31

Filed2026-05-15

AMAT

APPLIED MATLS INC

-15.06%

Shares39.4K

Event2026-03-31

Filed2026-05-15

HEI

HEICO CORP NEW

-1.40%

Shares34.3K

Event2026-03-31

Filed2026-05-15

DLTR

DOLLAR TREE INC

0.00%

Shares83.3K

Event2026-03-31

Filed2026-05-15

JPM

JPMORGAN CHASE & CO

0.00%

Shares31.0K

Event2026-03-31

Filed2026-05-15

ASML

ASML HLDG NV

-1.42%

Shares6.7K

Event2026-03-31

Filed2026-05-15

HON

HONEYWELL INTL INC

-0.25%

Shares34.3K

Event2026-03-31

Filed2026-05-15

DIS

DISNEY WALT CO

0.00%

Shares76.3K

Event2026-03-31

Filed2026-05-15

WSO

WATSCO INC

96.42%

Shares18.9K

Event2026-03-31

Filed2026-05-15

AAPL

APPLE INC

0.00%

Shares22.9K

Event2026-03-31

Filed2026-05-15

BOC

BOSTON OMAHA CORP

-5.82%

Shares425.4K

Event2026-03-31

Filed2026-05-15

ADBE

ADOBE INC

0.00%

Shares17.4K

Event2026-03-31

Filed2026-05-15

BAC

BANK AMERICA CORP

0.00%

Shares76.2K

Event2026-03-31

Filed2026-05-15

CPRT

COPART INC

New

Shares74.2K

Event2026-03-31

Filed2026-05-15

ENTG

ENTEGRIS INC

-26.14%

Shares19.1K

Event2026-03-31

Filed2026-05-15