The Analysis of Ironvine Capital Partners, LLC's Holdings
Currently, Ironvine Capital Partners, LLC holds 53 types of securities in its portfolio with a total value $999.0M. In the most recent quarter, they have increased their positions in UNP (+100.7K shares, valued at $23.3M), N/A (+2.3K shares, valued at $813.4K), NVDA (+1.9K shares, valued at $350.6K); decreased their positions in MSFT (-28.3K shares, valued at $13.7M), AAPL (-47.0K shares, valued at $12.8M), ADI (-23.7K shares, valued at $6.4M); initiated new positions in NVDA (+1.9K shares, valued at $350.6K). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
AMZN AMAZON COM INC335.7K shares-0.62%2025-12-312026-02-13
MSFT MICROSOFT CORP154.4K shares-15.50%2025-12-312026-02-13 ALPHABET INC ALPHABET INC219.1K shares-7.31%2025-12-312026-02-13 HEI.A HEICO CORP NEW234.3K shares-0.11%2025-12-312026-02-13 V VISA INC147.6K shares-0.64%2025-12-312026-02-13 SPGI S&P GLOBAL INC95.6K shares-0.38%2025-12-312026-02-13 ADI ANALOG DEVICES INC183.9K shares-11.42%2025-12-312026-02-13 UNP UNION PAC CORP186.6K shares117.18%2025-12-312026-02-13 MCO MOODYS CORP82.0K shares-0.41%2025-12-312026-02-13 MA MASTERCARD INCORPORATED66.8K shares0.05%2025-12-312026-02-13 AON PLC AON PLC107.7K shares2.19%2025-12-312026-02-13 TMO THERMO FISHER SCIENTIFIC INC64.5K shares-0.03%2025-12-312026-02-13 COST COSTCO WHSL CORP NEW33.5K shares0.23%2025-12-312026-02-13 LOW LOWES COS INC110.2K shares0.05%2025-12-312026-02-13 CSGP COSTAR GROUP INC371.2K shares-13.74%2025-12-312026-02-13 DHR DANAHER CORPORATION107.3K shares0.06%2025-12-312026-02-13 ORLY OREILLY AUTOMOTIVE INC252.6K shares0.07%2025-12-312026-02-13 UNH UNITEDHEALTH GROUP INC65.1K shares-7.91%2025-12-312026-02-13 TSM TAIWAN SEMICONDUCTOR MFG LTD70.2K shares-0.46%2025-12-312026-02-13 APH AMPHENOL CORP NEW123.9K shares-1.76%2025-12-312026-02-13 LH LABCORP HOLDINGS INC65.5K shares-22.24%2025-12-312026-02-13 AMAT APPLIED MATLS INC46.4K shares-0.91%2025-12-312026-02-13 HEI HEICO CORP NEW34.8K shares-2.53%2025-12-312026-02-13 DLTR DOLLAR TREE INC83.3K shares-0.02%2025-12-312026-02-13 JPM JPMORGAN CHASE & CO.31.0K shares0.00%2025-12-312026-02-13 DIS DISNEY WALT CO76.3K shares0.00%2025-12-312026-02-13 DE DEERE & CO16.5K shares-2.41%2025-12-312026-02-13 ASML ASML HOLDING N V6.8K shares-2.38%2025-12-312026-02-13 HON HONEYWELL INTL INC34.3K shares2.28%2025-12-312026-02-13 AAPL APPLE INC22.9K shares-67.20%2025-12-312026-02-13 ADBE ADOBE INC17.4K shares-34.70%2025-12-312026-02-13 BOC BOSTON OMAHA CORP451.7K shares-3.78%2025-12-312026-02-13 BAC BANK AMERICA CORP76.2K shares0.00%2025-12-312026-02-13 WSO WATSCO INC9.6K shares-1.66%2025-12-312026-02-13 ENTG ENTEGRIS INC25.8K shares-0.20%2025-12-312026-02-13 META META PLATFORMS INC2.7K shares1.30%2025-12-312026-02-13 ABT ABBOTT LABS14.0K shares0.00%2025-12-312026-02-13 BRO BROWN & BROWN INC20.0K shares16.12%2025-12-312026-02-13 ODFL OLD DOMINION FREIGHT LINE IN9.6K shares-0.63%2025-12-312026-02-13 MKC MCCORMICK & CO INC13.2K shares0.00%2025-12-312026-02-13 BDX BECTON DICKINSON & CO3.9K shares0.00%2025-12-312026-02-13 PG PROCTER AND GAMBLE CO4.9K shares0.00%2025-12-312026-02-13 PEP PEPSICO INC4.9K shares0.00%2025-12-312026-02-13 TROW PRICE T ROWE GROUP INC6.1K shares0.00%2025-12-312026-02-13 PFE PFIZER INC16.6K shares0.00%2025-12-312026-02-13 NVDA NVIDIA CORPORATION1.9K sharesnew addition2025-12-312026-02-13 JPST J P MORGAN EXCHANGE TRADED F6.4K shares0.00%2025-12-312026-02-13 IVV ISHARES TR374 shares1.63%2025-12-312026-02-13 QUAL ISHARES TR1.3K shares0.86%2025-12-312026-02-13 SKYH.WS SKY HARBOUR GROUP CORPORATIO60.0K shares0.00%2025-12-312026-02-13 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available