Ironvine Capital Partners, LLC
In its 13F for Q1 2026 (holdings as of March 31, 2026, filed May 15, 2026), Ironvine Capital Partners, LLC reported 54 stock positions worth $909.5 million. Its top holding was Amazon.com (AMZN) at 7.7% of the portfolio, followed by Alphabet Class C (GOOG, 6.9%) and Microsoft (MSFT, 6.3%). Compared with Q4 2025, it opened 2 new positions, added to 11 and reduced 22. The biggest buy was Watsco (WSO, shares +96%) and the biggest sale Deere (DE, shares −79%).
- Most Recent 13F
- Q2 2026
- Location
- OMAHA, NE
- CIK
- 0001730478
- Portfolio Value
- $909.5M (Q1 2026)
- SEC Filing
- 0001730478-26-000002 ↗ filed May 15, 2026
Holdings Value
Holdings 54 stocks · $909.5M
| AMZN Amazon.com Inc. | 7.68% | 335,239 | $69.8M | Reduce -0.1% |
| GOOG Alphabet Inc. Class C | 6.91% | 219,061 | $62.8M | No change |
| MSFT Microsoft Corp. | 6.31% | 155,117 | $57.4M | Add +0.5% |
| ADI Analog Devices Inc. | 6.16% | 176,210 | $56.1M | Reduce -4.2% |
| HEI.A Heico Corp. Class A | 5.44% | 234,450 | $49.5M | Add +0.1% |
| BRK.B Berkshire Hathaway Inc. Class B | 5.10% | 96,721 | $46.3M | Reduce -1.5% |
| UNP Union Pacific Corp. | 4.98% | 186,600 | $45.3M | Reduce -0.0% |
| V Visa Inc. Class A | 4.90% | 147,600 | $44.6M | Reduce 0.0% |
| SPGI S&P Global Inc. | 4.52% | 96,736 | $41.1M | Add +1.1% |
| MCO Moody's Corp. | 3.93% | 81,847 | $35.7M | Reduce -0.2% |
| AON Aon PLC Class A | 3.82% | 107,688 | $34.8M | Add +0.0% |
| MA Mastercard Inc. Class A | 3.68% | 66,920 | $33.4M | Add +0.2% |
| COST Costco Wholesale Corp. | 3.67% | 33,513 | $33.4M | Reduce -0.0% |
| TMO Thermo Fisher Scientific Inc. | 3.46% | 64,085 | $31.5M | Reduce -0.7% |
| LOW Lowe's Cos Inc. | 2.78% | 106,963 | $25.3M | Reduce -2.9% |
| TSM Taiwan Semiconductor-SP ADR | 2.60% | 69,981 | $23.7M | Reduce -0.3% |
| ORLY O'reilly Automotive Inc. | 2.56% | 252,509 | $23.3M | Reduce -0.0% |
| DHR Danaher Corp. | 2.24% | 107,218 | $20.3M | Reduce -0.0% |
| UNH Unitedhealth Group Inc. | 1.96% | 65,781 | $17.8M | Add +1.1% |
| LH Labcorp Holdings Inc. | 1.92% | 65,549 | $17.5M | No change |
| CSGP Costar Group Inc. | 1.66% | 375,331 | $15.1M | Add +1.1% |
| APH Amphenol Corp. Class A | 1.52% | 109,142 | $13.8M | Reduce -11.9% |
| AMAT Applied Materials Inc. | 1.48% | 39,430 | $13.5M | Reduce -15.1% |
| HEI Heico Corp. | 1.04% | 34,335 | $9.4M | Reduce -1.4% |
| DLTR Dollar Tree Inc. | 1.00% | 83,330 | $9.1M | No change |
| JPM JPMorgan Chase & Co. | 1.00% | 30,971 | $9.1M | No change |
| ASML ASML Holding NV-NY Reg SHS filed as ASML HLDG NV | 0.98% | 6,747 | $8.9M | Reduce -1.4% |
| HON Honeywell International Inc. | 0.85% | 34,261 | $7.7M | Reduce -0.3% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.81% | 76,266 | $7.4M | No change |
| WSO Watsco Inc. | 0.76% | 18,947 | $6.9M | Add +96.4% |
| AAPL Apple Inc. | 0.64% | 22,936 | $5.8M | No change |
| BOC Boston Omaha Corp. Class A | 0.55% | 425,444 | $5.0M | Reduce -5.8% |
| ADBE Adobe Inc. | 0.46% | 17,366 | $4.2M | No change |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.41% | 76,179 | $3.7M | No change |
| CPRT Copart Inc. | 0.27% | 74,231 | $2.5M | New |
| ENTG Entegris Inc. | 0.25% | 19,079 | $2.2M | Reduce -26.1% |
| META Meta Platforms Inc. Class A | 0.22% | 3,513 | $2.0M | Add +28.6% |
| DE Deere & Co. | 0.21% | 3,470 | $2.0M | Reduce -78.9% |
| BRO Brown & Brown Inc. | 0.19% | 25,877 | $1.7M | Add +29.6% |
| ABT Abbott Laboratories | 0.16% | 14,037 | $1.4M | No change |
| GD General Dynamics Corp. | 0.15% | 3,900 | $1.3M | No change |
| ODFL Old Dominion Freight Line | 0.13% | 6,193 | $1.2M | Reduce -35.7% |
| PEP Pepsico Inc. | 0.08% | 4,900 | $761K | No change |
| VOO Vanguard S&P 500 ETF | 0.08% | 1,202 | $718K | No change |
| PG The Procter & Gamble Co. | 0.08% | 4,940 | $714K | No change |
| MKC McCormick & Co.-Non VTG SHRS | 0.07% | 13,200 | $666K | No change |
| BDX Becton Dickinson and Co. | 0.07% | 3,850 | $605K | No change |
| TROW T Rowe Price Group Inc. filed as PRICE T ROWE GROUP INC | 0.06% | 6,100 | $550K | No change |
| PFE Pfizer Inc. | 0.05% | 16,600 | $466K | No change |
| NVDA Nvidia Corp. | 0.04% | 1,970 | $344K | Add +4.8% |
| JPST JPMorgan Ultra-Short Income | 0.04% | 6,441 | $326K | No change |
| IVV iShares Core S&P 500 ETF | 0.03% | 374 | $244K | No change |
| QUAL iShares MSCI USA Quality Fac | 0.03% | 1,269 | $243K | Reduce -1.3% |
| GDX Vaneck Gold Miners ETF | 0.02% | 2,229 | $205K | New |
Options reported separately and not counted above: DHR calls ($209K).
Other holdings (1): bonds, preferreds, convertibles and warrants · $42K (not counted above)
| Security | Class | Shares / Principal | Value | Change |
|---|---|---|---|---|
| SKYH.WS Yellowstone Acquisit A -CW25 | *W EXP 01/25/202 | 60,000 | $42K | No change |
Total filed on the 13F, all lines: $909.6M.
Portfolio Sells Q4 2025 → Q1 2026
| DE Deere & Co. | Reduce -78.9% | 0.21% | −0.55 |
| TMO Thermo Fisher Scientific Inc. | Reduce -0.7% | 3.46% | −0.28 |
| V Visa Inc. Class A | Reduce 0.0% | 4.90% | −0.28 |
| MCO Moody's Corp. | Reduce -0.2% | 3.93% | −0.27 |
| DHR Danaher Corp. | Reduce -0.0% | 2.24% | −0.22 |
| APH Amphenol Corp. Class A | Reduce -11.9% | 1.52% | −0.16 |
| HEI Heico Corp. | Reduce -1.4% | 1.04% | −0.09 |
| AMZN Amazon.com Inc. | Reduce -0.1% | 7.68% | −0.08 |
| ODFL Old Dominion Freight Line | Reduce -35.7% | 0.13% | −0.02 |
| BOC Boston Omaha Corp. Class A | Reduce -5.8% | 0.55% | −0.01 |
| QUAL iShares MSCI USA Quality Fac | Reduce -1.3% | 0.03% | +0.00 |
| ENTG Entegris Inc. | Reduce -26.1% | 0.25% | +0.03 |
| LOW Lowe's Cos Inc. | Reduce -2.9% | 2.78% | +0.12 |
| BRK.B Berkshire Hathaway Inc. Class B | Reduce -1.5% | 5.10% | +0.15 |
| HON Honeywell International Inc. | Reduce -0.3% | 0.85% | +0.18 |
| ASML ASML Holding NV-NY Reg SHS | Reduce -1.4% | 0.98% | +0.25 |
| ORLY O'reilly Automotive Inc. | Reduce -0.0% | 2.56% | +0.26 |
| AMAT Applied Materials Inc. | Reduce -15.1% | 1.48% | +0.29 |
| TSM Taiwan Semiconductor-SP ADR | Reduce -0.3% | 2.60% | +0.46 |
| UNP Union Pacific Corp. | Reduce -0.0% | 4.98% | +0.66 |
| COST Costco Wholesale Corp. | Reduce -0.0% | 3.67% | +0.78 |
| ADI Analog Devices Inc. | Reduce -4.2% | 6.16% | +1.17 |
Portfolio Buys Q4 2025 → Q1 2026
| WSO Watsco Inc. | Add +96.4% | 0.76% | +0.43 |
| CPRT Copart Inc. | New | 0.27% | +0.27 |
| META Meta Platforms Inc. Class A | Add +28.6% | 0.22% | +0.04 |
| BRO Brown & Brown Inc. | Add +29.6% | 0.19% | +0.03 |
| GDX Vaneck Gold Miners ETF | New | 0.02% | +0.02 |
| AON Aon PLC Class A | Add +0.0% | 3.82% | +0.02 |
| NVDA Nvidia Corp. | Add +4.8% | 0.04% | +0.00 |
| MA Mastercard Inc. Class A | Add +0.2% | 3.68% | −0.14 |
| UNH Unitedhealth Group Inc. | Add +1.1% | 1.96% | −0.19 |
| HEI.A Heico Corp. Class A | Add +0.1% | 5.44% | −0.48 |
| SPGI S&P Global Inc. | Add +1.1% | 4.52% | −0.48 |
| CSGP Costar Group Inc. | Add +1.1% | 1.66% | −0.83 |
| MSFT Microsoft Corp. | Add +0.5% | 6.31% | −1.16 |
Options Activity Q4 2025 → Q1 2026
| DHR Danaher Corp. | call | New | 1,100 | $209K |
Calls and puts are listed by the shares they cover; their value is not part of the stock holdings above.
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 |