Ironvine Capital Partners, LLC
In its 13F for Q1 2025 (holdings as of March 31, 2025, filed May 15, 2025), Ironvine Capital Partners, LLC reported 49 stock positions worth $920.9 million. Its top holding was Microsoft (MSFT) at 8.1% of the portfolio, followed by Amazon.com (AMZN, 7.0%) and Berkshire Hathaway Class B (BRK.B, 5.8%). Compared with Q4 2024, it opened 3 new positions, added to 8 and reduced 23. The biggest buy was a new position in Amphenol Class A (APH) and the biggest sale Alphabet Class C (GOOG, shares −8%).
- Most Recent 13F
- Q2 2026
- Location
- OMAHA, NE
- CIK
- 0001730478
- Portfolio Value
- $920.9M (Q1 2025)
- SEC Filing
- 0001730478-25-000002 ↗ filed May 15, 2025
Holdings Value
Holdings 49 stocks · $920.9M
| MSFT Microsoft Corp. | 8.07% | 197,893 | $74.3M | Reduce -1.1% |
| AMZN Amazon.com Inc. | 7.03% | 340,375 | $64.8M | Reduce -1.5% |
| BRK.B Berkshire Hathaway Inc. Class B | 5.79% | 100,177 | $53.4M | Reduce -3.4% |
| V Visa Inc. Class A | 5.69% | 149,621 | $52.4M | Reduce -5.3% |
| HEI.A Heico Corp. Class A | 5.44% | 237,578 | $50.1M | Reduce -0.8% |
| SPGI S&P Global Inc. | 5.30% | 95,999 | $48.8M | Reduce -1.3% |
| GOOG Alphabet Inc. Class C | 4.96% | 292,431 | $45.7M | Reduce -7.8% |
| ADI Analog Devices Inc. | 4.63% | 211,373 | $42.6M | Reduce -5.5% |
| AON Aon PLC Class A | 4.55% | 105,063 | $41.9M | Reduce -1.8% |
| MCO Moody's Corp. | 4.16% | 82,350 | $38.3M | Reduce -3.1% |
| TMO Thermo Fisher Scientific Inc. | 4.16% | 76,977 | $38.3M | Add +5.8% |
| MA Mastercard Inc. Class A | 3.99% | 67,090 | $36.8M | Add +0.0% |
| CSGP Costar Group Inc. | 3.94% | 457,958 | $36.3M | Reduce -1.9% |
| UNH Unitedhealth Group Inc. | 3.57% | 62,718 | $32.8M | Reduce -2.5% |
| COST Costco Wholesale Corp. | 3.43% | 33,398 | $31.6M | Reduce -1.0% |
| LOW Lowe's Cos Inc. | 2.78% | 109,953 | $25.6M | Reduce -0.0% |
| ORLY O'reilly Automotive Inc. | 2.61% | 16,791 | $24.1M | Add +0.1% |
| DHR Danaher Corp. | 2.36% | 106,103 | $21.8M | Reduce -16.6% |
| LH Labcorp Holdings Inc. | 2.29% | 90,659 | $21.1M | Reduce -1.9% |
| AAPL Apple Inc. | 1.93% | 80,186 | $17.8M | Reduce -0.2% |
| UNP Union Pacific Corp. | 1.40% | 54,615 | $12.9M | Add +0.2% |
| TSM Taiwan Semiconductor-SP ADR | 1.19% | 66,005 | $11.0M | Add +26.6% |
| ADBE Adobe Inc. | 1.11% | 26,593 | $10.2M | No change |
| HEI Heico Corp. | 1.09% | 37,583 | $10.0M | Reduce -12.6% |
| DE Deere & Co. | 1.02% | 20,048 | $9.4M | Reduce -7.9% |
| APH Amphenol Corp. Class A | 0.86% | 120,363 | $7.9M | New |
| JPM JPMorgan Chase & Co. | 0.82% | 30,971 | $7.6M | No change |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.82% | 76,266 | $7.5M | No change |
| BOC Boston Omaha Corp. Class A | 0.74% | 465,733 | $6.8M | Reduce -6.1% |
| AMAT Applied Materials Inc. | 0.71% | 45,296 | $6.6M | Add +42.2% |
| DLTR Dollar Tree Inc. | 0.68% | 83,502 | $6.3M | Reduce -0.0% |
| HON Honeywell International Inc. | 0.58% | 25,084 | $5.3M | New |
| DG Dollar General Corp. | 0.46% | 47,749 | $4.2M | No change |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.35% | 76,179 | $3.2M | No change |
| ENTG Entegris Inc. | 0.27% | 28,578 | $2.5M | Add +10.0% |
| ABT Abbott Laboratories | 0.20% | 14,037 | $1.9M | No change |
| ODFL Old Dominion Freight Line | 0.20% | 11,120 | $1.8M | Reduce -1.3% |
| MKC McCormick & Co.-Non VTG SHRS | 0.12% | 13,200 | $1.1M | No change |
| GD General Dynamics Corp. | 0.12% | 3,900 | $1.1M | No change |
| BDX Becton Dickinson and Co. | 0.10% | 3,850 | $882K | No change |
| PG The Procter & Gamble Co. | 0.09% | 4,940 | $842K | No change |
| PEP Pepsico Inc. | 0.08% | 4,900 | $735K | No change |
| VOO Vanguard S&P 500 ETF | 0.07% | 1,202 | $618K | No change |
| TROW T Rowe Price Group Inc. filed as PRICE T ROWE GROUP INC | 0.06% | 6,100 | $560K | No change |
| GOOGL Alphabet Inc. Class A | 0.05% | 2,983 | $461K | Reduce -1.4% |
| PFE Pfizer Inc. | 0.05% | 16,600 | $421K | No change |
| JPST JPMorgan Ultra-Short Income | 0.04% | 6,441 | $326K | No change |
| QUAL iShares MSCI USA Quality Fac | 0.02% | 1,179 | $201K | Add +3.7% |
| IVV iShares Core S&P 500 ETF | 0.02% | 356 | $200K | New |
Other holdings (1): bonds, preferreds, convertibles and warrants · $185K (not counted above)
| Security | Class | Shares / Principal | Value | Change |
|---|---|---|---|---|
| SKYH.WS Yellowstone Acquisit A -CW25 | *W EXP 01/25/202 | 60,000 | $185K | No change |
Total filed on the 13F, all lines: $921.1M.
Portfolio Sells Q4 2024 → Q1 2025
| GOOG Alphabet Inc. Class C | Reduce -7.8% | 4.96% | −1.51 |
| AMZN Amazon.com Inc. | Reduce -1.5% | 7.03% | −1.09 |
| MSFT Microsoft Corp. | Reduce -1.1% | 8.07% | −0.97 |
| DHR Danaher Corp. | Reduce -16.6% | 2.36% | −0.77 |
| ADI Analog Devices Inc. | Reduce -5.5% | 4.63% | −0.47 |
| AAPL Apple Inc. | Reduce -0.2% | 1.93% | −0.22 |
| MCO Moody's Corp. | Reduce -3.1% | 4.16% | −0.15 |
| LOW Lowe's Cos Inc. | Reduce -0.0% | 2.78% | −0.12 |
| BOC Boston Omaha Corp. Class A | Reduce -6.1% | 0.74% | −0.02 |
| ODFL Old Dominion Freight Line | Reduce -1.3% | 0.20% | −0.01 |
| GOOGL Alphabet Inc. Class A | Reduce -1.4% | 0.05% | −0.01 |
| HEI Heico Corp. | Reduce -12.6% | 1.09% | −0.00 |
| DLTR Dollar Tree Inc. | Reduce -0.0% | 0.68% | +0.01 |
| LH Labcorp Holdings Inc. | Reduce -1.9% | 2.29% | +0.02 |
| DE Deere & Co. | Reduce -7.9% | 1.02% | +0.03 |
| UNH Unitedhealth Group Inc. | Reduce -2.5% | 3.57% | +0.08 |
| SPGI S&P Global Inc. | Reduce -1.3% | 5.30% | +0.11 |
| COST Costco Wholesale Corp. | Reduce -1.0% | 3.43% | +0.12 |
| V Visa Inc. Class A | Reduce -5.3% | 5.69% | +0.34 |
| CSGP Costar Group Inc. | Reduce -1.9% | 3.94% | +0.36 |
| AON Aon PLC Class A | Reduce -1.8% | 4.55% | +0.44 |
| HEI.A Heico Corp. Class A | Reduce -0.8% | 5.44% | +0.67 |
| BRK.B Berkshire Hathaway Inc. Class B | Reduce -3.4% | 5.79% | +0.75 |
Portfolio Buys Q4 2024 → Q1 2025
| APH Amphenol Corp. Class A | New | 0.86% | +0.86 |
| HON Honeywell International Inc. | New | 0.58% | +0.58 |
| ORLY O'reilly Automotive Inc. | Add +0.1% | 2.61% | +0.48 |
| MA Mastercard Inc. Class A | Add +0.0% | 3.99% | +0.21 |
| AMAT Applied Materials Inc. | Add +42.2% | 0.71% | +0.16 |
| TMO Thermo Fisher Scientific Inc. | Add +5.8% | 4.16% | +0.10 |
| TSM Taiwan Semiconductor-SP ADR | Add +26.6% | 1.19% | +0.09 |
| UNP Union Pacific Corp. | Add +0.2% | 1.40% | +0.07 |
| IVV iShares Core S&P 500 ETF | New | 0.02% | +0.02 |
| QUAL iShares MSCI USA Quality Fac | Add +3.7% | 0.02% | +0.00 |
| ENTG Entegris Inc. | Add +10.0% | 0.27% | −0.00 |
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 |