Ironvine Capital Partners, LLC
In its 13F for Q4 2024 (holdings as of December 31, 2024, filed February 14, 2025), Ironvine Capital Partners, LLC reported 46 stock positions worth $933.1 million. Its top holding was Microsoft (MSFT) at 9.0% of the portfolio, followed by Amazon.com (AMZN, 8.1%) and Alphabet Class C (GOOG, 6.5%). Compared with Q3 2024, it opened 2 new positions, sold out of 2, added to 9 and reduced 24. The biggest buy was Visa Class A (V, shares +0%) and the biggest sale Thermo Fisher Scientific (TMO, shares −6%).
- Most Recent 13F
- Q2 2026
- Location
- OMAHA, NE
- CIK
- 0001730478
- Portfolio Value
- $933.1M (Q4 2024)
- SEC Filing
- 0001730478-25-000001 ↗ filed Feb 14, 2025
Holdings Value
Holdings 46 stocks · $933.1M
| MSFT Microsoft Corp. | 9.04% | 200,050 | $84.3M | Reduce -0.4% |
| AMZN Amazon.com Inc. | 8.13% | 345,588 | $75.8M | Reduce -1.3% |
| GOOG Alphabet Inc. Class C | 6.47% | 317,193 | $60.4M | Reduce -0.7% |
| V Visa Inc. Class A | 5.35% | 157,985 | $49.9M | Add +0.3% |
| SPGI S&P Global Inc. | 5.19% | 97,224 | $48.4M | Reduce -0.2% |
| ADI Analog Devices Inc. | 5.09% | 223,712 | $47.5M | Reduce 0.0% |
| BRK.B Berkshire Hathaway Inc. Class B | 5.04% | 103,727 | $47.0M | Reduce -0.0% |
| HEI.A Heico Corp. Class A | 4.78% | 239,504 | $44.6M | Add +0.2% |
| MCO Moody's Corp. | 4.31% | 84,985 | $40.2M | Reduce -0.3% |
| AON Aon PLC Class A | 4.12% | 106,937 | $38.4M | Add +0.3% |
| TMO Thermo Fisher Scientific Inc. | 4.06% | 72,789 | $37.9M | Reduce -6.3% |
| MA Mastercard Inc. Class A | 3.79% | 67,078 | $35.3M | Reduce -0.1% |
| CSGP Costar Group Inc. | 3.58% | 466,711 | $33.4M | Reduce -1.1% |
| UNH Unitedhealth Group Inc. | 3.49% | 64,359 | $32.6M | Add +0.9% |
| COST Costco Wholesale Corp. | 3.31% | 33,726 | $30.9M | Reduce -0.1% |
| DHR Danaher Corp. | 3.13% | 127,225 | $29.2M | Add +23.1% |
| LOW Lowe's Cos Inc. | 2.91% | 109,971 | $27.1M | Reduce -0.1% |
| LH Labcorp Holdings Inc. | 2.27% | 92,372 | $21.2M | Reduce -0.0% |
| AAPL Apple Inc. | 2.16% | 80,351 | $20.1M | Reduce -0.1% |
| ORLY O'reilly Automotive Inc. | 2.13% | 16,783 | $19.9M | Reduce -0.0% |
| UNP Union Pacific Corp. | 1.33% | 54,496 | $12.4M | Reduce -0.5% |
| ADBE Adobe Inc. | 1.27% | 26,593 | $11.8M | Reduce -19.2% |
| TSM Taiwan Semiconductor-SP ADR | 1.10% | 52,143 | $10.3M | Add +50.5% |
| HEI Heico Corp. | 1.10% | 42,988 | $10.2M | Reduce -0.3% |
| DE Deere & Co. | 0.99% | 21,759 | $9.2M | Add +0.6% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.91% | 76,266 | $8.5M | Reduce -2.3% |
| JPM JPMorgan Chase & Co. | 0.80% | 30,971 | $7.4M | No change |
| BOC Boston Omaha Corp. Class A | 0.75% | 495,791 | $7.0M | Add +2.0% |
| DLTR Dollar Tree Inc. | 0.67% | 83,531 | $6.3M | Reduce -28.1% |
| AMAT Applied Materials Inc. | 0.56% | 31,854 | $5.2M | Add +710.1% |
| DG Dollar General Corp. | 0.39% | 47,749 | $3.6M | Reduce -0.0% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.36% | 76,179 | $3.3M | No change |
| ENTG Entegris Inc. | 0.28% | 25,975 | $2.6M | New |
| ODFL Old Dominion Freight Line | 0.21% | 11,271 | $2.0M | Reduce -2.6% |
| ABT Abbott Laboratories | 0.17% | 14,037 | $1.6M | No change |
| GD General Dynamics Corp. | 0.11% | 3,900 | $1.0M | No change |
| MKC McCormick & Co.-Non VTG SHRS | 0.11% | 13,200 | $1.0M | No change |
| BDX Becton Dickinson and Co. | 0.09% | 3,850 | $873K | No change |
| PG The Procter & Gamble Co. | 0.09% | 4,940 | $828K | No change |
| PEP Pepsico Inc. | 0.08% | 4,900 | $745K | No change |
| TROW T Rowe Price Group Inc. filed as PRICE T ROWE GROUP INC | 0.07% | 6,100 | $690K | No change |
| VOO Vanguard S&P 500 ETF | 0.07% | 1,202 | $648K | Reduce -0.3% |
| GOOGL Alphabet Inc. Class A | 0.06% | 3,026 | $573K | Reduce -0.1% |
| PFE Pfizer Inc. | 0.05% | 16,600 | $440K | No change |
| JPST JPMorgan Ultra-Short Income | 0.03% | 6,441 | $324K | No change |
| QUAL iShares MSCI USA Quality Fac | 0.02% | 1,137 | $202K | New |
Other holdings (1): bonds, preferreds, convertibles and warrants · $175K (not counted above)
| Security | Class | Shares / Principal | Value | Change |
|---|---|---|---|---|
| SKYH.WS Yellowstone Acquisit A -CW25 | *W EXP 01/25/202 | 60,000 | $175K | No change |
Total filed on the 13F, all lines: $933.3M.
Portfolio Sells Q3 2024 → Q4 2024
| TMO Thermo Fisher Scientific Inc. | Reduce -6.3% | 4.06% | −1.10 |
| ADBE Adobe Inc. | Reduce -19.2% | 1.27% | −0.56 |
| ADI Analog Devices Inc. | Reduce 0.0% | 5.09% | −0.44 |
| LOW Lowe's Cos Inc. | Reduce -0.1% | 2.91% | −0.29 |
| CSGP Costar Group Inc. | Reduce -1.1% | 3.58% | −0.24 |
| MSFT Microsoft Corp. | Reduce -0.4% | 9.04% | −0.24 |
| SPGI S&P Global Inc. | Reduce -0.2% | 5.19% | −0.22 |
| DLTR Dollar Tree Inc. | Reduce -28.1% | 0.67% | −0.21 |
| UNP Union Pacific Corp. | Reduce -0.5% | 1.33% | −0.12 |
| HEI Heico Corp. | Reduce -0.3% | 1.10% | −0.12 |
| BRK.B Berkshire Hathaway Inc. Class B | Reduce -0.0% | 5.04% | −0.09 |
| RGA Reinsurance Group of America | Sold out | 0.00% | −0.05 |
| DG Dollar General Corp. | Reduce -0.0% | 0.39% | −0.05 |
| ODFL Old Dominion Freight Line | Reduce -2.6% | 0.21% | −0.03 |
| MCO Moody's Corp. | Reduce -0.3% | 4.31% | −0.03 |
| WBA Walgreens Boots Alliance Inc. | Sold out | 0.00% | −0.01 |
| VOO Vanguard S&P 500 ETF | Reduce -0.3% | 0.07% | +0.00 |
| GOOGL Alphabet Inc. Class A | Reduce -0.1% | 0.06% | +0.01 |
| LH Labcorp Holdings Inc. | Reduce -0.0% | 2.27% | +0.05 |
| ORLY O'reilly Automotive Inc. | Reduce -0.0% | 2.13% | +0.06 |
| COST Costco Wholesale Corp. | Reduce -0.1% | 3.31% | +0.10 |
| DIS The Walt Disney Co. | Reduce -2.3% | 0.91% | +0.10 |
| AAPL Apple Inc. | Reduce -0.1% | 2.16% | +0.14 |
| MA Mastercard Inc. Class A | Reduce -0.1% | 3.79% | +0.23 |
| GOOG Alphabet Inc. Class C | Reduce -0.7% | 6.47% | +0.74 |
| AMZN Amazon.com Inc. | Reduce -1.3% | 8.13% | +1.12 |
Portfolio Buys Q3 2024 → Q4 2024
| V Visa Inc. Class A | Add +0.3% | 5.35% | +0.70 |
| AMAT Applied Materials Inc. | Add +710.1% | 0.56% | +0.47 |
| TSM Taiwan Semiconductor-SP ADR | Add +50.5% | 1.10% | +0.46 |
| ENTG Entegris Inc. | New | 0.28% | +0.28 |
| AON Aon PLC Class A | Add +0.3% | 4.12% | +0.15 |
| DHR Danaher Corp. | Add +23.1% | 3.13% | +0.05 |
| QUAL iShares MSCI USA Quality Fac | New | 0.02% | +0.02 |
| DE Deere & Co. | Add +0.6% | 0.99% | +0.02 |
| BOC Boston Omaha Corp. Class A | Add +2.0% | 0.75% | −0.02 |
| HEI.A Heico Corp. Class A | Add +0.2% | 4.78% | −0.45 |
| UNH Unitedhealth Group Inc. | Add +0.9% | 3.49% | −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 |