Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Ironvine Capital Partners, LLC (CIK 1730478) reported $909.8M across 54 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: AMZN ($69.8M, 7.67%), GOOG ($62.8M, 6.91%), MSFT ($57.4M, 6.31%), ADI ($56.1M, 6.16%), HEI.A ($49.5M, 5.44%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | AMZN | AMAZON COM INC | $69.8M | 7.67% | 335,239 | Trimmed |
| 2 | GOOG | ALPHABET INC | $62.8M | 6.91% | 219,061 | Hold |
| 3 | MSFT | MICROSOFT CORP | $57.4M | 6.31% | 155,117 | Added |
| 4 | ADI | ANALOG DEVICES INC | $56.1M | 6.16% | 176,210 | Trimmed |
| 5 | HEI.A | HEICO CORP NEW | $49.5M | 5.44% | 234,450 | Added |
| 6 | BRK/B | BERKSHIRE HATHAWAY INC DEL | $46.3M | 5.09% | 96,721 | Trimmed |
| 7 | UNP | UNION PAC CORP | $45.3M | 4.98% | 186,600 | Trimmed |
| 8 | V | VISA INC | $44.6M | 4.90% | 147,600 | Trimmed |
| 9 | SPGI | S&P GLOBAL INC | $41.1M | 4.52% | 96,736 | Added |
| 10 | MCO | MOODYS CORP | $35.7M | 3.92% | 81,847 | Trimmed |
| 11 | AON | AON PLC | $34.8M | 3.82% | 107,688 | Added |
| 12 | MA | MASTERCARD INCORPORATED | $33.4M | 3.68% | 66,920 | Added |
| 13 | COST | COSTCO WHOLESALE CORPORATION | $33.4M | 3.67% | 33,513 | Trimmed |
| 14 | TMO | THERMO FISHER SCIENTIFIC INC | $31.5M | 3.46% | 64,085 | Trimmed |
| 15 | LOW | LOWES COS INC | $25.3M | 2.78% | 106,963 | Trimmed |
| 16 | TSM | TAIWAN SEMICONDUCTOR MANUFAC | $23.7M | 2.60% | 69,981 | Trimmed |
| 17 | ORLY | OREILLY AUTOMOTIVE INC | $23.3M | 2.56% | 252,509 | Trimmed |
| 18 | DHR | DANAHER CORP DEL | $20.5M | 2.26% | 108,318 | Added |
| 19 | UNH | UNITEDHEALTH GROUP INC | $17.8M | 1.96% | 65,781 | Added |
| 20 | LH | LABCORP HOLDINGS INC | $17.5M | 1.92% | 65,549 | Hold |
| 21 | CSGP | COSTAR GROUP INC | $15.1M | 1.66% | 375,331 | Added |
| 22 | APH | AMPHENOL CORP | $13.8M | 1.52% | 109,142 | Trimmed |
| 23 | AMAT | APPLIED MATLS INC | $13.5M | 1.48% | 39,430 | Trimmed |
| 24 | HEI | HEICO CORP NEW | $9.4M | 1.03% | 34,335 | Trimmed |
| 25 | DLTR | DOLLAR TREE INC | $9.1M | 1.00% | 83,330 | Hold |
Source: SEC Form 13F filings · as of 2026-03-31