Ironvine Capital Partners, LLC
In its 13F for Q2 2026 (holdings as of June 30, 2026, filed August 10, 2026), Ironvine Capital Partners, LLC reported 55 stock positions worth $1.1 billion. Its top holding was Amazon.com (AMZN) at 7.3% of the portfolio, followed by Heico Class A (HEI.A, 5.9%) and Microsoft (MSFT, 5.4%). Compared with Q1 2026, it opened 5 new positions, sold out of 5, added to 17 and reduced 19. The biggest buy was Meta Platforms Class A (META, shares +1298%) and the biggest sale Alphabet Class C (GOOG, shares −26%).
- Most Recent 13F
- Q2 2026
- Location
- OMAHA, NE
- CIK
- 0001730478
- Portfolio Value
- $1.1B (Q2 2026)
- SEC Filing
- 0001730478-26-000003 ↗ filed Aug 10, 2026
Holdings Value
Holdings 55 stocks · $1.1B
| AMZN Amazon.com Inc. | 7.27% | 327,318 | $78.0M | Reduce -2.4% |
| HEI.A Heico Corp. Class A | 5.91% | 245,819 | $63.4M | Add +4.8% |
| MSFT Microsoft Corp. | 5.38% | 154,673 | $57.7M | Reduce -0.3% |
| V Visa Inc. Class A | 5.32% | 166,436 | $57.1M | Add +12.8% |
| GOOG Alphabet Inc. Class C | 5.31% | 161,317 | $57.0M | Reduce -26.4% |
| ADI Analog Devices Inc. | 5.22% | 141,087 | $56.0M | Reduce -19.9% |
| UNP Union Pacific Corp. | 4.86% | 191,825 | $52.2M | Add +2.8% |
| BRK.B Berkshire Hathaway Inc. Class B | 4.57% | 98,081 | $49.1M | Add +1.4% |
| AON Aon PLC Class A | 3.71% | 119,841 | $39.8M | Add +11.3% |
| SPGI S&P Global Inc. | 3.66% | 96,397 | $39.3M | Reduce -0.3% |
| MCO Moody's Corp. | 3.60% | 85,200 | $38.6M | Add +4.1% |
| UNH Unitedhealth Group Inc. | 3.25% | 83,943 | $34.9M | Add +27.6% |
| TSM Taiwan Semiconductor-SP ADR | 2.95% | 66,236 | $31.6M | Reduce -5.3% |
| TMO Thermo Fisher Scientific Inc. | 2.89% | 61,788 | $31.0M | Reduce -3.6% |
| MA Mastercard Inc. Class A | 2.85% | 59,464 | $30.5M | Reduce -11.1% |
| DHR Danaher Corp. | 2.60% | 146,651 | $27.9M | Add +36.8% |
| META Meta Platforms Inc. Class A | 2.58% | 49,129 | $27.7M | Add +1298.5% |
| ORLY O'reilly Automotive Inc. | 2.36% | 274,802 | $25.3M | Add +8.8% |
| COST Costco Wholesale Corp. | 2.36% | 27,040 | $25.3M | Reduce -19.3% |
| LOW Lowe's Cos Inc. | 2.32% | 113,004 | $24.9M | Add +5.7% |
| AMAT Applied Materials Inc. | 2.27% | 33,703 | $24.4M | Reduce -14.5% |
| SAP Sap SE-Sponsored ADR | 2.07% | 144,159 | $22.2M | New |
| APH Amphenol Corp. Class A | 1.50% | 91,478 | $16.1M | Reduce -16.2% |
| LH Labcorp Holdings Inc. | 1.43% | 54,819 | $15.3M | Reduce -16.4% |
| ASML ASML Holding NV-NY Reg SHS filed as ASML HLDG NV | 1.43% | 7,696 | $15.3M | Add +14.1% |
| HEI Heico Corp. | 1.12% | 33,868 | $12.1M | Reduce -1.4% |
| SUNB Sunbelt Rentals Holdings Inc. | 0.99% | 141,545 | $10.6M | New |
| HONA Honeywell Aerospace Inc. | 0.97% | 47,276 | $10.5M | Add +176.0% |
| JPM JPMorgan Chase & Co. | 0.94% | 30,971 | $10.1M | No change |
| BRO Brown & Brown Inc. | 0.94% | 157,805 | $10.1M | Add +509.8% |
| DLTR Dollar Tree Inc. | 0.94% | 83,330 | $10.1M | No change |
| VMC Vulcan Materials Co. | 0.94% | 34,046 | $10.0M | New |
| HON Honeywell International Inc. | 0.91% | 43,534 | $9.7M | Add +154.1% |
| WSO Watsco Inc. | 0.87% | 22,295 | $9.3M | Add +17.7% |
| CSGP Costar Group Inc. | 0.78% | 294,475 | $8.3M | Reduce -21.5% |
| AAPL Apple Inc. | 0.62% | 22,936 | $6.6M | No change |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.45% | 49,751 | $4.8M | Reduce -34.8% |
| BAC Bank of America Corp. | 0.40% | 76,179 | $4.3M | No change |
| ENTG Entegris Inc. | 0.32% | 19,079 | $3.4M | No change |
| DE Deere & Co. | 0.21% | 3,531 | $2.2M | Add +1.8% |
| GD General Dynamics Corp. | 0.13% | 3,900 | $1.4M | No change |
| ABT Abbott Laboratories | 0.12% | 14,037 | $1.3M | No change |
| BOC Boston Omaha Corp. Class A | 0.11% | 89,758 | $1.2M | Reduce -78.9% |
| VOO Vanguard S&P 500 ETF | 0.07% | 1,125 | $773K | Reduce -6.4% |
| PG The Procter & Gamble Co. | 0.07% | 4,940 | $724K | No change |
| TROW T Rowe Price Group Inc. filed as PRICE T ROWE GROUP INC | 0.06% | 6,100 | $694K | No change |
| MKC McCormick & Co.-Non VTG SHRS | 0.06% | 13,200 | $666K | No change |
| PEP Pepsico Inc. | 0.06% | 4,900 | $663K | No change |
| BDX Becton Dickinson and Co. | 0.05% | 3,850 | $583K | No change |
| PFE Pfizer Inc. | 0.04% | 16,600 | $400K | No change |
| NVDA Nvidia Corp. | 0.03% | 1,869 | $374K | Reduce -5.1% |
| ORCL Oracle Corp. | 0.03% | 2,459 | $360K | New |
| JPST JPMorgan Ultra-Short Income | 0.03% | 6,441 | $326K | No change |
| MU Micron Technology Inc. | 0.02% | 226 | $261K | New |
| ADBE Adobe Inc. | 0.02% | 1,075 | $220K | Reduce -93.8% |
Options reported separately and not counted above: DHR calls ($210K).
Other holdings (1): bonds, preferreds, convertibles and warrants · $28K (not counted above)
| Security | Class | Shares / Principal | Value | Change |
|---|---|---|---|---|
| SKYH.WS Yellowstone Acquisit A -CW25 | *W EXP 01/25/202 | 60,000 | $28K | No change |
Total filed on the 13F, all lines: $1.1B.
Portfolio Sells Q1 2026 → Q2 2026
| GOOG Alphabet Inc. Class C | Reduce -26.4% | 5.31% | −1.60 |
| COST Costco Wholesale Corp. | Reduce -19.3% | 2.36% | −1.31 |
| ADI Analog Devices Inc. | Reduce -19.9% | 5.22% | −0.94 |
| MSFT Microsoft Corp. | Reduce -0.3% | 5.38% | −0.94 |
| CSGP Costar Group Inc. | Reduce -21.5% | 0.78% | −0.89 |
| SPGI S&P Global Inc. | Reduce -0.3% | 3.66% | −0.86 |
| MA Mastercard Inc. Class A | Reduce -11.1% | 2.85% | −0.83 |
| TMO Thermo Fisher Scientific Inc. | Reduce -3.6% | 2.89% | −0.58 |
| LH Labcorp Holdings Inc. | Reduce -16.4% | 1.43% | −0.49 |
| ADBE Adobe Inc. | Reduce -93.8% | 0.02% | −0.44 |
| BOC Boston Omaha Corp. Class A | Reduce -78.9% | 0.11% | −0.43 |
| AMZN Amazon.com Inc. | Reduce -2.4% | 7.27% | −0.41 |
| DIS The Walt Disney Co. | Reduce -34.8% | 0.45% | −0.36 |
| CPRT Copart Inc. | Sold out | 0.00% | −0.27 |
| ODFL Old Dominion Freight Line | Sold out | 0.00% | −0.13 |
| IVV iShares Core S&P 500 ETF | Sold out | 0.00% | −0.03 |
| QUAL iShares MSCI USA Quality Fac | Sold out | 0.00% | −0.03 |
| GDX Vaneck Gold Miners ETF | Sold out | 0.00% | −0.02 |
| APH Amphenol Corp. Class A | Reduce -16.2% | 1.50% | −0.01 |
| VOO Vanguard S&P 500 ETF | Reduce -6.4% | 0.07% | −0.01 |
| NVDA Nvidia Corp. | Reduce -5.1% | 0.03% | −0.00 |
| HEI Heico Corp. | Reduce -1.4% | 1.12% | +0.09 |
| TSM Taiwan Semiconductor-SP ADR | Reduce -5.3% | 2.95% | +0.35 |
| AMAT Applied Materials Inc. | Reduce -14.5% | 2.27% | +0.79 |
Portfolio Buys Q1 2026 → Q2 2026
| META Meta Platforms Inc. Class A | Add +1298.5% | 2.58% | +2.36 |
| SAP Sap SE-Sponsored ADR | New | 2.07% | +2.07 |
| UNH Unitedhealth Group Inc. | Add +27.6% | 3.25% | +1.29 |
| SUNB Sunbelt Rentals Holdings Inc. | New | 0.99% | +0.99 |
| VMC Vulcan Materials Co. | New | 0.94% | +0.94 |
| BRO Brown & Brown Inc. | Add +509.8% | 0.94% | +0.76 |
| HONA Honeywell Aerospace Inc. | Add +176.0% | 0.97% | +0.56 |
| HEI.A Heico Corp. Class A | Add +4.8% | 5.91% | +0.47 |
| ASML ASML Holding NV-NY Reg SHS | Add +14.1% | 1.43% | +0.45 |
| V Visa Inc. Class A | Add +12.8% | 5.32% | +0.42 |
| DHR Danaher Corp. | Add +36.8% | 2.60% | +0.37 |
| WSO Watsco Inc. | Add +17.7% | 0.87% | +0.11 |
| HON Honeywell International Inc. | Add +154.1% | 0.91% | +0.06 |
| ORCL Oracle Corp. | New | 0.03% | +0.03 |
| MU Micron Technology Inc. | New | 0.02% | +0.02 |
| DE Deere & Co. | Add +1.8% | 0.21% | −0.01 |
| UNP Union Pacific Corp. | Add +2.8% | 4.86% | −0.11 |
| AON Aon PLC Class A | Add +11.3% | 3.71% | −0.12 |
| ORLY O'reilly Automotive Inc. | Add +8.8% | 2.36% | −0.20 |
| MCO Moody's Corp. | Add +4.1% | 3.60% | −0.33 |
| LOW Lowe's Cos Inc. | Add +5.7% | 2.32% | −0.46 |
| BRK.B Berkshire Hathaway Inc. Class B | Add +1.4% | 4.57% | −0.52 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 55 | $1.1B | AMZN, HEI.A, MSFT, V, GOOG |
| Q1 2026 | 54 | $909.5M | AMZN, GOOG, MSFT, ADI, HEI.A |
| Q4 2025 | 52 | $998.9M | AMZN, MSFT, GOOG, HEI.A, V |
| Q3 2025 | 52 | $1.0B | MSFT, AMZN, HEI.A, GOOG, ADI |
| Q2 2025 | 50 | $964.9M | MSFT, AMZN, HEI.A, V, SPGI |
| Q1 2025 | 49 | $920.9M | MSFT, AMZN, BRK.B, V, HEI.A |
| Q4 2024 | 46 | $933.1M | MSFT, AMZN, GOOG, V, SPGI |
| Q3 2024 | 46 | $931.4M | MSFT, AMZN, GOOG, ADI, SPGI |
| Q2 2024 | 45 | $912.9M | MSFT, GOOG, AMZN, ADI, SPGI |
| Q1 2024 | 44 | $911.8M | MSFT, AMZN, GOOG, BRK.B, TMO |