Ironvine Capital Partners
OMAHA, NEfiles as Ironvine Capital Partners, LLC
$1.1bn in 56 US stocks at the end of 30 June 2026. The top 10 are 51.2% of the money. It changed about 13.5% of the portfolio this quarter.
Value
$1.1bn
Stocks
56
Top 10 share
51.2%
Turnover
13.5%
What changed this quarter
New
Bought for the first time this quarter.
- SAP SESAP2.1% of the fund
- Sunbelt Rentals HoldingsSUNB1.0% of the fund
- Honeywell AerospaceHONA1.0% of the fund
- Vulcan MaterialsVMC0.9% of the fund
- Honeywell InternationalHON0.9% of the fund
- OracleORCL<0.1% of the fund
- Micron TechnologyMU<0.1% of the fund
Added
Bought more of a stock they already held.
- HeicoHEI-A5.9% of the fund+5%
- VisaV5.3% of the fund+13%
- Union PacificUNP4.9% of the fund+3%
- AonAON3.7% of the fund+11%
- Moody'sMCO3.6% of the fund+4%
- UnitedHealth GroupUNH3.3% of the fund+28%
- DanaherDHR2.6% of the fund+37%
- Meta PlatformsMETA2.6% of the fund+1298%
- O'Reilly AutomotiveORLY2.4% of the fund+9%
- Lowe's CompaniesLOW2.3% of the fund+6%
- ASML Holding NVASML1.4% of the fund+14%
- Brown & BrownBRO0.9% of the fund+510%
- WatscoWSO0.9% of the fund+18%
Cut
Sold some of their stake.
- Amazon.comAMZN7.3% of the fund-2%
- AlphabetGOOG5.3% of the fund-26%
- Analog DevicesADI5.2% of the fund-20%
- Taiwan Semiconductor ManufacturingTSM2.9% of the fund-5%
- Thermo Fisher ScientificTMO2.9% of the fund-4%
- MastercardMA2.8% of the fund-11%
- Costco WholesaleCOST2.4% of the fund-19%
- Applied MaterialsAMAT2.3% of the fund-15%
- AmphenolAPH1.5% of the fund-16%
- Labcorp HoldingsLH1.4% of the fund-16%
- Costar GroupCSGP0.8% of the fund-22%
- Walt DisneyDIS0.4% of the fund-35%
- Boston OmahaBOC0.1% of the fund-79%
- Vanguard Index FDSVOO<0.1% of the fund-6%
- NvidiaNVDA<0.1% of the fund-5%
- AdobeADBE<0.1% of the fund-94%
Sold out
Sold their entire stake.
- Honeywell InternationalHON-100%
- CopartCPRT-100%
- Old Dominion Freight LineODFL-100%
- Ishares TRIVV-100%
- Ishares TRQUAL-100%
- Vaneck ETF TrustGDX-100%
Holdings
- Honeywell AerospaceHONA
- Share
- 1.0%
- Value
- $10m
- Shares
- 47,276
New
- Vanguard Index FDSVOO
- Share
- <0.1%
- Value
- $772,661
- Shares
- 1,125
-6%
- J P Morgan Exchange Traded FJPST
- Share
- <0.1%
- Value
- $325,721
- Shares
- 6,441
Held
- Sky Harbour Group CorporatioSKYH-WS
- Share
- <0.1%
- Value
- $27,600
- Shares
- 60,000
Held
| Company | Share of fund | Value | Shares | Change |
|---|---|---|---|---|
| Amazon.comAMZN | 7.3% | $78m | 327,318 | -2% |
| HeicoHEI-A | 5.9% | $63m | 245,819 | +5% |
| MicrosoftMSFT | 5.4% | $58m | 154,673 | Held |
| VisaV | 5.3% | $57m | 166,436 | +13% |
| AlphabetGOOG | 5.3% | $57m | 161,317 | -26% |
| Analog DevicesADI | 5.2% | $56m | 141,087 | -20% |
| Union PacificUNP | 4.9% | $52m | 191,825 | +3% |
| Berkshire HathawayBRK-B | 4.6% | $49m | 98,081 | Held |
| AonAON | 3.7% | $40m | 119,841 | +11% |
| S&P GlobalSPGI | 3.7% | $39m | 96,397 | Held |
| Moody'sMCO | 3.6% | $39m | 85,200 | +4% |
| UnitedHealth GroupUNH | 3.3% | $35m | 83,943 | +28% |
| Taiwan Semiconductor ManufacturingTSM | 2.9% | $32m | 66,236 | -5% |
| Thermo Fisher ScientificTMO | 2.9% | $31m | 61,788 | -4% |
| MastercardMA | 2.8% | $31m | 59,464 | -11% |
| DanaherDHR | 2.6% | $28m | 146,651 | +37% |
| Meta PlatformsMETA | 2.6% | $28m | 49,129 | +1298% |
| O'Reilly AutomotiveORLY | 2.4% | $25m | 274,802 | +9% |
| Costco WholesaleCOST | 2.4% | $25m | 27,040 | -19% |
| Lowe's CompaniesLOW | 2.3% | $25m | 113,004 | +6% |
| Applied MaterialsAMAT | 2.3% | $24m | 33,703 | -15% |
| SAP SESAP | 2.1% | $22m | 144,159 | New |
| AmphenolAPH | 1.5% | $16m | 91,478 | -16% |
| Labcorp HoldingsLH | 1.4% | $15m | 54,819 | -16% |
| ASML Holding NVASML | 1.4% | $15m | 7,696 | +14% |
| HeicoHEI | 1.1% | $12m | 33,868 | Held |
| Sunbelt Rentals HoldingsSUNB | 1.0% | $11m | 141,545 | New |
| Honeywell AerospaceHONA | 1.0% | $10m | 47,276 | New |
| JPMorgan ChaseJPM | 0.9% | $10m | 30,971 | Held |
| Brown & BrownBRO | 0.9% | $10m | 157,805 | +510% |
| Dollar TreeDLTR | 0.9% | $10m | 83,330 | Held |
| Vulcan MaterialsVMC | 0.9% | $10m | 34,046 | New |
| Honeywell InternationalHON | 0.9% | $10m | 43,534 | New |
| WatscoWSO | 0.9% | $9m | 22,295 | +18% |
| Costar GroupCSGP | 0.8% | $8m | 294,475 | -22% |
| AppleAAPL | 0.6% | $7m | 22,936 | Held |
| Walt DisneyDIS | 0.4% | $5m | 49,751 | -35% |
| Bank of AmericaBAC | 0.4% | $4m | 76,179 | Held |
| EntegrisENTG | 0.3% | $3m | 19,079 | Held |
| DeereDE | 0.2% | $2m | 3,531 | Held |
| General DynamicsGD | 0.1% | $1m | 3,900 | Held |
| Abbott LaboratoriesABT | 0.1% | $1m | 14,037 | Held |
| Boston OmahaBOC | 0.1% | $1m | 89,758 | -79% |
| Vanguard Index FDSVOO | <0.1% | $772,661 | 1,125 | -6% |
| Procter & GamblePG | <0.1% | $724,402 | 4,940 | Held |
| Price T Rowe GroupTROW | <0.1% | $693,509 | 6,100 | Held |
| McCormickMKC | <0.1% | $665,544 | 13,200 | Held |
| PepsiCoPEP | <0.1% | $663,460 | 4,900 | Held |
| Becton DickinsonBDX | <0.1% | $582,621 | 3,850 | Held |
| PfizerPFE | <0.1% | $399,728 | 16,600 | Held |
| NvidiaNVDA | <0.1% | $374,026 | 1,869 | -5% |
| OracleORCL | <0.1% | $360,366 | 2,459 | New |
| J P Morgan Exchange Traded FJPST | <0.1% | $325,721 | 6,441 | Held |
| Micron TechnologyMU | <0.1% | $260,870 | 226 | New |
| AdobeADBE | <0.1% | $220,397 | 1,075 | -94% |
| Sky Harbour Group CorporatioSKYH-WS | <0.1% | $27,600 | 60,000 | Held |
Options (1)
- DanaherDHR
- Type
- Call
- Value
- $209,528
- Contracts
- 1,100
| Company | Type | Value | Contracts |
|---|---|---|---|
| DanaherDHR | Call | $209,528 | 1,100 |
Over time and by industry
Value over time
Jun '25
Dec '25
Jun '26
Value is up 11.2% since 30 June 2025.
Where the money is
Financial services26.1%
Technology21.4%
Industrials16.4%
Retail & consumer12.0%
Health care10.4%
Media & telecom8.3%
Everyday goods3.5%
Materials0.9%
Real estate0.9%
Other0.1%
From the fund's 13F filings. They list US stocks and options only, 45 days after each quarter, and leave out cash, bonds, shorts and foreign shares.