Ironvine Capital Partners, LLC
In its 13F for Q3 2025 (holdings as of September 30, 2025, filed November 14, 2025), Ironvine Capital Partners, LLC reported 52 stock positions worth $1.0 billion. Its top holding was Microsoft (MSFT) at 9.4% of the portfolio, followed by Amazon.com (AMZN, 7.4%) and Heico Class A (HEI.A, 5.9%). Compared with Q2 2025, it opened 2 new positions, added to 8 and reduced 26. The biggest buy was a new position in ASML Holding NV-NY Reg SHS (ASML) and the biggest sale S&P Global (SPGI, shares −0%).
- Most Recent 13F
- Q2 2026
- Location
- OMAHA, NE
- CIK
- 0001730478
- Portfolio Value
- $1.0B (Q3 2025)
- SEC Filing
- 0001730478-25-000008 ↗ filed Nov 14, 2025
Holdings Value
Holdings 52 stocks · $1.0B
| MSFT Microsoft Corp. | 9.42% | 182,700 | $94.6M | Reduce -0.6% |
| AMZN Amazon.com Inc. | 7.38% | 337,763 | $74.2M | Reduce -1.4% |
| HEI.A Heico Corp. Class A | 5.93% | 234,511 | $59.6M | Reduce -0.1% |
| GOOG Alphabet Inc. Class C | 5.73% | 236,328 | $57.6M | Reduce 0.0% |
| ADI Analog Devices Inc. | 5.08% | 207,649 | $51.0M | Reduce -0.2% |
| V Visa Inc. Class A | 5.05% | 148,555 | $50.7M | Reduce -0.9% |
| BRK.B Berkshire Hathaway Inc. Class B | 4.95% | 98,942 | $49.7M | Reduce -1.4% |
| SPGI S&P Global Inc. | 4.65% | 96,012 | $46.7M | Reduce -0.2% |
| MCO Moody's Corp. | 3.91% | 82,334 | $39.2M | Reduce -0.2% |
| MA Mastercard Inc. Class A | 3.78% | 66,725 | $38.0M | Reduce -0.8% |
| AON Aon PLC Class A | 3.74% | 105,375 | $37.6M | Reduce -0.3% |
| CSGP Costar Group Inc. | 3.61% | 430,334 | $36.3M | Reduce -2.3% |
| TMO Thermo Fisher Scientific Inc. | 3.12% | 64,559 | $31.3M | Reduce -11.6% |
| COST Costco Wholesale Corp. | 3.08% | 33,445 | $31.0M | Add +0.0% |
| LOW Lowe's Cos Inc. | 2.75% | 110,109 | $27.7M | Add +0.0% |
| ORLY O'reilly Automotive Inc. | 2.71% | 252,421 | $27.2M | Reduce -0.2% |
| UNH Unitedhealth Group Inc. | 2.43% | 70,647 | $24.4M | Reduce -0.1% |
| LH Labcorp Holdings Inc. | 2.41% | 84,295 | $24.2M | Reduce -7.1% |
| DHR Danaher Corp. | 2.12% | 107,194 | $21.3M | Reduce -0.2% |
| UNP Union Pacific Corp. | 2.02% | 85,940 | $20.3M | Add +12.0% |
| TSM Taiwan Semiconductor-SP ADR | 1.96% | 70,526 | $19.7M | Reduce -0.3% |
| AAPL Apple Inc. | 1.77% | 69,918 | $17.8M | Reduce -0.2% |
| APH Amphenol Corp. Class A | 1.55% | 126,084 | $15.6M | Reduce -1.0% |
| HEI Heico Corp. | 1.15% | 35,727 | $11.5M | Reduce -3.6% |
| JPM JPMorgan Chase & Co. | 0.97% | 30,971 | $9.8M | No change |
| AMAT Applied Materials Inc. | 0.95% | 46,844 | $9.6M | Reduce -0.4% |
| ADBE Adobe Inc. | 0.93% | 26,593 | $9.4M | No change |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.87% | 76,266 | $8.7M | No change |
| DLTR Dollar Tree Inc. | 0.78% | 83,348 | $7.9M | No change |
| DE Deere & Co. | 0.77% | 16,881 | $7.7M | Reduce -1.9% |
| HON Honeywell International Inc. | 0.70% | 33,581 | $7.1M | Add +2.1% |
| ASML ASML Holding NV-NY Reg SHS | 0.68% | 7,011 | $6.8M | New |
| BOC Boston Omaha Corp. Class A | 0.61% | 469,477 | $6.1M | Reduce -0.9% |
| WSO Watsco Inc. | 0.39% | 9,809 | $4.0M | Add +17.0% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.39% | 76,179 | $3.9M | No change |
| ENTG Entegris Inc. | 0.24% | 25,882 | $2.4M | Reduce -22.2% |
| META Meta Platforms Inc. Class A | 0.20% | 2,697 | $2.0M | Add +0.0% |
| ABT Abbott Laboratories | 0.19% | 14,037 | $1.9M | No change |
| BRO Brown & Brown Inc. | 0.16% | 17,196 | $1.6M | New |
| ODFL Old Dominion Freight Line | 0.14% | 9,687 | $1.4M | Reduce -14.6% |
| GD General Dynamics Corp. | 0.13% | 3,900 | $1.3M | No change |
| MKC McCormick & Co.-Non VTG SHRS | 0.09% | 13,200 | $883K | No change |
| PG The Procter & Gamble Co. | 0.08% | 4,940 | $759K | No change |
| VOO Vanguard S&P 500 ETF | 0.07% | 1,202 | $736K | No change |
| BDX Becton Dickinson and Co. | 0.07% | 3,850 | $721K | No change |
| PEP Pepsico Inc. | 0.07% | 4,900 | $688K | No change |
| TROW T Rowe Price Group Inc. filed as PRICE T ROWE GROUP INC | 0.06% | 6,100 | $626K | No change |
| PFE Pfizer Inc. | 0.04% | 16,600 | $423K | No change |
| JPST JPMorgan Ultra-Short Income | 0.03% | 6,441 | $327K | No change |
| QUAL iShares MSCI USA Quality Fac | 0.02% | 1,275 | $248K | Add +3.9% |
| IVV iShares Core S&P 500 ETF | 0.02% | 368 | $246K | Add +0.6% |
| INTU Intuit Inc. | 0.02% | 293 | $200K | No change |
Other holdings (1): bonds, preferreds, convertibles and warrants · $91K (not counted above)
| Security | Class | Shares / Principal | Value | Change |
|---|---|---|---|---|
| SKYH.WS Yellowstone Acquisit A -CW25 | *W EXP 01/25/202 | 60,000 | $91K | No change |
Total filed on the 13F, all lines: $1.0B.
Portfolio Sells Q2 2025 → Q3 2025
| SPGI S&P Global Inc. | Reduce -0.2% | 4.65% | −0.60 |
| V Visa Inc. Class A | Reduce -0.9% | 5.05% | −0.47 |
| AMZN Amazon.com Inc. | Reduce -1.4% | 7.38% | −0.40 |
| MCO Moody's Corp. | Reduce -0.2% | 3.91% | −0.38 |
| HEI.A Heico Corp. Class A | Reduce -0.1% | 5.93% | −0.37 |
| AON Aon PLC Class A | Reduce -0.3% | 3.74% | −0.17 |
| MA Mastercard Inc. Class A | Reduce -0.8% | 3.78% | −0.14 |
| DE Deere & Co. | Reduce -1.9% | 0.77% | −0.14 |
| HEI Heico Corp. | Reduce -3.6% | 1.15% | −0.11 |
| BRK.B Berkshire Hathaway Inc. Class B | Reduce -1.4% | 4.95% | −0.10 |
| DHR Danaher Corp. | Reduce -0.2% | 2.12% | −0.08 |
| BOC Boston Omaha Corp. Class A | Reduce -0.9% | 0.61% | −0.08 |
| LH Labcorp Holdings Inc. | Reduce -7.1% | 2.41% | −0.06 |
| CSGP Costar Group Inc. | Reduce -2.3% | 3.61% | −0.06 |
| ODFL Old Dominion Freight Line | Reduce -14.6% | 0.14% | −0.05 |
| MSFT Microsoft Corp. | Reduce -0.6% | 9.42% | −0.05 |
| ADI Analog Devices Inc. | Reduce -0.2% | 5.08% | −0.05 |
| ENTG Entegris Inc. | Reduce -22.2% | 0.24% | −0.04 |
| TMO Thermo Fisher Scientific Inc. | Reduce -11.6% | 3.12% | +0.05 |
| AMAT Applied Materials Inc. | Reduce -0.4% | 0.95% | +0.06 |
| UNH Unitedhealth Group Inc. | Reduce -0.1% | 2.43% | +0.14 |
| APH Amphenol Corp. Class A | Reduce -1.0% | 1.55% | +0.25 |
| AAPL Apple Inc. | Reduce -0.2% | 1.77% | +0.28 |
| TSM Taiwan Semiconductor-SP ADR | Reduce -0.3% | 1.96% | +0.30 |
| ORLY O'reilly Automotive Inc. | Reduce -0.2% | 2.71% | +0.35 |
| GOOG Alphabet Inc. Class C | Reduce 0.0% | 5.73% | +1.39 |
Portfolio Buys Q2 2025 → Q3 2025
| ASML ASML Holding NV-NY Reg SHS | New | 0.68% | +0.68 |
| LOW Lowe's Cos Inc. | Add +0.0% | 2.75% | +0.22 |
| UNP Union Pacific Corp. | Add +12.0% | 2.02% | +0.19 |
| BRO Brown & Brown Inc. | New | 0.16% | +0.16 |
| WSO Watsco Inc. | Add +17.0% | 0.39% | +0.01 |
| QUAL iShares MSCI USA Quality Fac | Add +3.9% | 0.02% | +0.00 |
| IVV iShares Core S&P 500 ETF | Add +0.6% | 0.02% | +0.00 |
| META Meta Platforms Inc. Class A | Add +0.0% | 0.20% | −0.01 |
| HON Honeywell International Inc. | Add +2.1% | 0.70% | −0.09 |
| COST Costco Wholesale Corp. | Add +0.0% | 3.08% | −0.35 |
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 |