Ironvine Capital Partners, LLC
In its 13F for Q1 2024 (holdings as of March 31, 2024, filed May 15, 2024), Ironvine Capital Partners, LLC reported 44 stock positions worth $911.8 million. Its top holding was Microsoft (MSFT) at 9.6% of the portfolio, followed by Amazon.com (AMZN, 5.6%) and Alphabet Class C (GOOG, 5.4%). Compared with Q4 2023, it opened 1 new position, added to 22 and reduced 10. The biggest buy was O'reilly Automotive (ORLY, shares +867%) and the biggest sale Apple (AAPL, shares −37%).
- Most Recent 13F
- Q2 2026
- Location
- OMAHA, NE
- CIK
- 0001730478
- Portfolio Value
- $911.8M (Q1 2024)
- SEC Filing
- 0001730478-24-000002 ↗ filed May 15, 2024
Holdings Value
Holdings 44 stocks · $911.8M
| MSFT Microsoft Corp. | 9.61% | 208,199 | $87.6M | Reduce -0.9% |
| AMZN Amazon.com Inc. | 5.61% | 283,505 | $51.1M | Add +29.4% |
| GOOG Alphabet Inc. Class C | 5.42% | 324,807 | $49.5M | Reduce -3.3% |
| BRK.B Berkshire Hathaway Inc. Class B | 4.95% | 107,342 | $45.1M | Add +0.1% |
| TMO Thermo Fisher Scientific Inc. | 4.94% | 77,529 | $45.1M | Add +0.4% |
| ADI Analog Devices Inc. | 4.84% | 223,200 | $44.1M | Add +0.1% |
| V Visa Inc. Class A | 4.82% | 157,342 | $43.9M | Add +0.2% |
| CSGP Costar Group Inc. | 4.81% | 453,748 | $43.8M | Add +0.3% |
| SPGI S&P Global Inc. | 4.73% | 101,295 | $43.1M | Add +0.2% |
| DLTR Dollar Tree Inc. | 4.19% | 287,043 | $38.2M | Add +2.4% |
| HEI.A Heico Corp. Class A | 4.01% | 237,734 | $36.6M | Add +21.6% |
| AON Aon PLC Class A | 3.96% | 108,125 | $36.1M | Add +0.2% |
| MCO Moody's Corp. | 3.88% | 90,102 | $35.4M | Add +0.1% |
| MA Mastercard Inc. Class A | 3.54% | 66,968 | $32.2M | Add +0.0% |
| UNH Unitedhealth Group Inc. | 3.41% | 62,785 | $31.1M | Add +10.6% |
| ADBE Adobe Inc. | 3.18% | 57,477 | $29.0M | Reduce -0.1% |
| LOW Lowe's Cos Inc. | 3.05% | 109,282 | $27.8M | Add +0.0% |
| DHR Danaher Corp. | 2.82% | 103,072 | $25.7M | Add +0.1% |
| COST Costco Wholesale Corp. | 2.78% | 34,597 | $25.3M | Reduce 0.0% |
| LH Laboratory CRP of Amer Hldgs | 2.21% | 92,325 | $20.2M | Add +0.0% |
| ORLY O'reilly Automotive Inc. | 2.05% | 16,541 | $18.7M | Add +866.7% |
| DG Dollar General Corp. | 1.75% | 102,267 | $16.0M | Reduce -8.1% |
| AAPL Apple Inc. | 1.67% | 88,951 | $15.3M | Reduce -36.5% |
| UNP Union Pacific Corp. | 1.47% | 54,516 | $13.4M | Add +0.1% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 1.05% | 78,108 | $9.6M | Reduce -0.0% |
| HEI Heico Corp. | 0.91% | 43,615 | $8.3M | Reduce -0.5% |
| BOC Boston Omaha Corp. Class A | 0.71% | 420,667 | $6.5M | Add +18.8% |
| JPM JPMorgan Chase & Co. | 0.68% | 31,164 | $6.2M | No change |
| PYPL PayPal Holdings Inc. | 0.60% | 81,038 | $5.4M | No change |
| TSM Taiwan Semiconductor-SP ADR | 0.52% | 34,637 | $4.7M | No change |
| FTRE Fortrea Holdings Inc. | 0.37% | 84,293 | $3.4M | Reduce -8.7% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.32% | 76,179 | $2.9M | No change |
| ODFL Old Dominion Freight Line | 0.19% | 7,770 | $1.7M | Add +0.4% |
| ABT Abbott Laboratories | 0.17% | 14,037 | $1.6M | Add +0.6% |
| GD General Dynamics Corp. | 0.12% | 3,900 | $1.1M | No change |
| MKC McCormick & Co.-Non VTG SHRS | 0.11% | 13,200 | $1.0M | No change |
| BDX Becton Dickinson and Co. | 0.10% | 3,850 | $953K | No change |
| PEP Pepsico Inc. | 0.09% | 4,900 | $858K | No change |
| PG The Procter & Gamble Co. | 0.09% | 4,940 | $802K | No change |
| TROW T Rowe Price Group Inc. filed as PRICE T ROWE GROUP INC | 0.08% | 6,100 | $744K | No change |
| VOO Vanguard S&P 500 ETF | 0.06% | 1,205 | $579K | Reduce -0.3% |
| PFE Pfizer Inc. | 0.05% | 16,953 | $470K | Add +2.1% |
| JPST JPMorgan Ultra-Short Income | 0.04% | 6,441 | $325K | No change |
| INTU Intuit Inc. | 0.03% | 400 | $260K | New |
Other holdings (1): bonds, preferreds, convertibles and warrants · $106K (not counted above)
| Security | Class | Shares / Principal | Value | Change |
|---|---|---|---|---|
| SKYH.WS Yellowstone Acquisit A -CW25 | *W EXP 01/25/202 | 60,000 | $106K | No change |
Total filed on the 13F, all lines: $911.9M.
Portfolio Sells Q4 2023 → Q1 2024
| AAPL Apple Inc. | Reduce -36.5% | 1.67% | −1.56 |
| ADBE Adobe Inc. | Reduce -0.1% | 3.18% | −0.94 |
| GOOG Alphabet Inc. Class C | Reduce -3.3% | 5.42% | −0.26 |
| DG Dollar General Corp. | Reduce -8.1% | 1.75% | −0.06 |
| HEI Heico Corp. | Reduce -0.5% | 0.91% | −0.03 |
| FTRE Fortrea Holdings Inc. | Reduce -8.7% | 0.37% | −0.02 |
| VOO Vanguard S&P 500 ETF | Reduce -0.3% | 0.06% | +0.00 |
| COST Costco Wholesale Corp. | Reduce 0.0% | 2.78% | +0.04 |
| MSFT Microsoft Corp. | Reduce -0.9% | 9.61% | +0.13 |
| DIS The Walt Disney Co. | Reduce -0.0% | 1.05% | +0.20 |
Portfolio Buys Q4 2023 → Q1 2024
| ORLY O'reilly Automotive Inc. | Add +866.7% | 2.05% | +1.85 |
| AMZN Amazon.com Inc. | Add +29.4% | 5.61% | +1.62 |
| HEI.A Heico Corp. Class A | Add +21.6% | 4.01% | +0.67 |
| BRK.B Berkshire Hathaway Inc. Class B | Add +0.1% | 4.95% | +0.36 |
| AON Aon PLC Class A | Add +0.2% | 3.96% | +0.19 |
| LOW Lowe's Cos Inc. | Add +0.0% | 3.05% | +0.14 |
| MA Mastercard Inc. Class A | Add +0.0% | 3.54% | +0.11 |
| CSGP Costar Group Inc. | Add +0.3% | 4.81% | +0.07 |
| BOC Boston Omaha Corp. Class A | Add +18.8% | 0.71% | +0.05 |
| INTU Intuit Inc. | New | 0.03% | +0.03 |
| TMO Thermo Fisher Scientific Inc. | Add +0.4% | 4.94% | +0.02 |
| ODFL Old Dominion Freight Line | Add +0.4% | 0.19% | −0.00 |
| PFE Pfizer Inc. | Add +2.1% | 0.05% | −0.01 |
| ABT Abbott Laboratories | Add +0.6% | 0.17% | −0.01 |
| DHR Danaher Corp. | Add +0.1% | 2.82% | −0.03 |
| V Visa Inc. Class A | Add +0.2% | 4.82% | −0.09 |
| UNP Union Pacific Corp. | Add +0.1% | 1.47% | −0.13 |
| UNH Unitedhealth Group Inc. | Add +10.6% | 3.41% | −0.18 |
| LH Laboratory CRP of Amer Hldgs | Add +0.0% | 2.21% | −0.30 |
| MCO Moody's Corp. | Add +0.1% | 3.88% | −0.33 |
| ADI Analog Devices Inc. | Add +0.1% | 4.84% | −0.47 |
| DLTR Dollar Tree Inc. | Add +2.4% | 4.19% | −0.59 |
| SPGI S&P Global Inc. | Add +0.2% | 4.73% | −0.62 |
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 |