Ironvine Capital Partners, LLC
In its 13F for Q2 2025 (holdings as of June 30, 2025, filed August 14, 2025), Ironvine Capital Partners, LLC reported 50 stock positions worth $964.9 million. Its top holding was Microsoft (MSFT) at 9.5% of the portfolio, followed by Amazon.com (AMZN, 7.8%) and Heico Class A (HEI.A, 6.3%). Compared with Q1 2025, it opened 3 new positions, sold out of 2, added to 23 and reduced 10. The biggest buy was Amazon.com (AMZN, shares +1%) and the biggest sale Thermo Fisher Scientific (TMO, shares −5%).
- Most Recent 13F
- Q2 2026
- Location
- OMAHA, NE
- CIK
- 0001730478
- Portfolio Value
- $964.9M (Q2 2025)
- SEC Filing
- 0001730478-25-000006 ↗ filed Aug 14, 2025
Holdings Value
Holdings 50 stocks · $964.9M
| MSFT Microsoft Corp. | 9.47% | 183,797 | $91.4M | Reduce -7.1% |
| AMZN Amazon.com Inc. | 7.79% | 342,500 | $75.1M | Add +0.6% |
| HEI.A Heico Corp. Class A | 6.30% | 234,871 | $60.8M | Reduce -1.1% |
| V Visa Inc. Class A | 5.52% | 149,909 | $53.2M | Add +0.2% |
| SPGI S&P Global Inc. | 5.26% | 96,196 | $50.7M | Add +0.2% |
| ADI Analog Devices Inc. | 5.13% | 208,021 | $49.5M | Reduce -1.6% |
| BRK.B Berkshire Hathaway Inc. Class B | 5.05% | 100,324 | $48.7M | Add +0.1% |
| GOOG Alphabet Inc. Class C | 4.34% | 236,330 | $41.9M | Reduce -19.2% |
| MCO Moody's Corp. | 4.29% | 82,516 | $41.4M | Add +0.2% |
| MA Mastercard Inc. Class A | 3.92% | 67,269 | $37.8M | Add +0.3% |
| AON Aon PLC Class A | 3.91% | 105,746 | $37.7M | Add +0.7% |
| CSGP Costar Group Inc. | 3.67% | 440,414 | $35.4M | Reduce -3.8% |
| COST Costco Wholesale Corp. | 3.43% | 33,441 | $33.1M | Add +0.1% |
| TMO Thermo Fisher Scientific Inc. | 3.07% | 73,044 | $29.6M | Reduce -5.1% |
| LOW Lowe's Cos Inc. | 2.53% | 110,101 | $24.4M | Add +0.1% |
| LH Labcorp Holdings Inc. | 2.47% | 90,770 | $23.8M | Add +0.1% |
| ORLY O'reilly Automotive Inc. | 2.36% | 252,957 | $22.8M | Add +0.4% |
| UNH Unitedhealth Group Inc. | 2.29% | 70,722 | $22.1M | Add +12.8% |
| DHR Danaher Corp. | 2.20% | 107,361 | $21.2M | Add +1.2% |
| UNP Union Pacific Corp. | 1.83% | 76,740 | $17.7M | Add +40.5% |
| TSM Taiwan Semiconductor-SP ADR | 1.66% | 70,757 | $16.0M | Add +7.2% |
| AAPL Apple Inc. | 1.49% | 70,086 | $14.4M | Reduce -12.6% |
| APH Amphenol Corp. Class A | 1.30% | 127,345 | $12.6M | Add +5.8% |
| HEI Heico Corp. | 1.26% | 37,076 | $12.2M | Reduce -1.4% |
| ADBE Adobe Inc. | 1.07% | 26,593 | $10.3M | No change |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.98% | 76,266 | $9.5M | No change |
| JPM JPMorgan Chase & Co. | 0.93% | 30,971 | $9.0M | No change |
| DE Deere & Co. | 0.91% | 17,208 | $8.8M | Reduce -14.2% |
| AMAT Applied Materials Inc. | 0.89% | 47,024 | $8.6M | Add +3.8% |
| DLTR Dollar Tree Inc. | 0.86% | 83,348 | $8.3M | Reduce -0.2% |
| HON Honeywell International Inc. | 0.79% | 32,878 | $7.7M | Add +31.1% |
| BOC Boston Omaha Corp. Class A | 0.69% | 473,606 | $6.6M | Add +1.7% |
| WSO Watsco Inc. | 0.38% | 8,382 | $3.7M | New |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.37% | 76,179 | $3.6M | No change |
| ENTG Entegris Inc. | 0.28% | 33,277 | $2.7M | Add +16.4% |
| META Meta Platforms Inc. Class A | 0.21% | 2,696 | $2.0M | New |
| ABT Abbott Laboratories | 0.20% | 14,037 | $1.9M | No change |
| ODFL Old Dominion Freight Line | 0.19% | 11,338 | $1.8M | Add +2.0% |
| GD General Dynamics Corp. | 0.12% | 3,900 | $1.1M | No change |
| MKC McCormick & Co.-Non VTG SHRS | 0.10% | 13,200 | $1.0M | No change |
| PG The Procter & Gamble Co. | 0.08% | 4,940 | $787K | No change |
| VOO Vanguard S&P 500 ETF | 0.07% | 1,202 | $683K | No change |
| BDX Becton Dickinson and Co. | 0.07% | 3,850 | $663K | No change |
| PEP Pepsico Inc. | 0.07% | 4,900 | $647K | No change |
| TROW T Rowe Price Group Inc. filed as PRICE T ROWE GROUP INC | 0.06% | 6,100 | $589K | No change |
| PFE Pfizer Inc. | 0.04% | 16,600 | $402K | No change |
| JPST JPMorgan Ultra-Short Income | 0.03% | 6,441 | $326K | No change |
| INTU Intuit Inc. | 0.02% | 293 | $231K | New |
| IVV iShares Core S&P 500 ETF | 0.02% | 366 | $227K | Add +2.8% |
| QUAL iShares MSCI USA Quality Fac | 0.02% | 1,227 | $224K | Add +4.1% |
Other holdings (1): bonds, preferreds, convertibles and warrants · $102K (not counted above)
| Security | Class | Shares / Principal | Value | Change |
|---|---|---|---|---|
| SKYH.WS Yellowstone Acquisit A -CW25 | *W EXP 01/25/202 | 60,000 | $102K | No change |
Total filed on the 13F, all lines: $965.0M.
Portfolio Sells Q1 2025 → Q2 2025
| TMO Thermo Fisher Scientific Inc. | Reduce -5.1% | 3.07% | −1.09 |
| GOOG Alphabet Inc. Class C | Reduce -19.2% | 4.34% | −0.62 |
| DG Dollar General Corp. | Sold out | 0.00% | −0.46 |
| AAPL Apple Inc. | Reduce -12.6% | 1.49% | −0.44 |
| CSGP Costar Group Inc. | Reduce -3.8% | 3.67% | −0.27 |
| DE Deere & Co. | Reduce -14.2% | 0.91% | −0.11 |
| GOOGL Alphabet Inc. Class A | Sold out | 0.00% | −0.05 |
| HEI Heico Corp. | Reduce -1.4% | 1.26% | +0.17 |
| DLTR Dollar Tree Inc. | Reduce -0.2% | 0.86% | +0.17 |
| ADI Analog Devices Inc. | Reduce -1.6% | 5.13% | +0.50 |
| HEI.A Heico Corp. Class A | Reduce -1.1% | 6.30% | +0.86 |
| MSFT Microsoft Corp. | Reduce -7.1% | 9.47% | +1.41 |
Portfolio Buys Q1 2025 → Q2 2025
| AMZN Amazon.com Inc. | Add +0.6% | 7.79% | +0.76 |
| TSM Taiwan Semiconductor-SP ADR | Add +7.2% | 1.66% | +0.47 |
| APH Amphenol Corp. Class A | Add +5.8% | 1.30% | +0.45 |
| UNP Union Pacific Corp. | Add +40.5% | 1.83% | +0.43 |
| WSO Watsco Inc. | New | 0.38% | +0.38 |
| HON Honeywell International Inc. | Add +31.1% | 0.79% | +0.22 |
| META Meta Platforms Inc. Class A | New | 0.21% | +0.21 |
| AMAT Applied Materials Inc. | Add +3.8% | 0.89% | +0.18 |
| LH Labcorp Holdings Inc. | Add +0.1% | 2.47% | +0.18 |
| MCO Moody's Corp. | Add +0.2% | 4.29% | +0.13 |
| INTU Intuit Inc. | New | 0.02% | +0.02 |
| ENTG Entegris Inc. | Add +16.4% | 0.28% | +0.01 |
| IVV iShares Core S&P 500 ETF | Add +2.8% | 0.02% | +0.00 |
| QUAL iShares MSCI USA Quality Fac | Add +4.1% | 0.02% | +0.00 |
| COST Costco Wholesale Corp. | Add +0.1% | 3.43% | +0.00 |
| ODFL Old Dominion Freight Line | Add +2.0% | 0.19% | −0.01 |
| SPGI S&P Global Inc. | Add +0.2% | 5.26% | −0.04 |
| BOC Boston Omaha Corp. Class A | Add +1.7% | 0.69% | −0.05 |
| MA Mastercard Inc. Class A | Add +0.3% | 3.92% | −0.08 |
| DHR Danaher Corp. | Add +1.2% | 2.20% | −0.16 |
| V Visa Inc. Class A | Add +0.2% | 5.52% | −0.18 |
| ORLY O'reilly Automotive Inc. | Add +0.4% | 2.36% | −0.25 |
| LOW Lowe's Cos Inc. | Add +0.1% | 2.53% | −0.25 |
| AON Aon PLC Class A | Add +0.7% | 3.91% | −0.64 |
| BRK.B Berkshire Hathaway Inc. Class B | Add +0.1% | 5.05% | −0.74 |
| UNH Unitedhealth Group Inc. | Add +12.8% | 2.29% | −1.28 |
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 |