Ironvine Capital Partners, LLC 13F Portfolio
| Entity | Category | QoQ AUM Change | AUM (13F) | # of Holdings | Performance Rank | Equities Trend |
|---|---|---|---|---|---|---|
IC Ironvine Capital Partners, LLC | Institutional Filer | ▼ 8.93% | $909.8M | 55 |
Current Portfolio Holdings
Showing all 55 reported positions by value
| # | Stock | Company Name | Sector | Shares Held | Market Value | % of Portfolio |
|---|---|---|---|---|---|---|
| 1 | AMZN | Amazon.com, Inc. | Consumer Cyclical | 335K | $69.8M | 7.67% |
| 2 | GOOG | Alphabet Inc. | Technology | 219K | $62.8M | 6.91% |
| 3 | MSFT | Microsoft Corporation | Technology | 155K | $57.4M | 6.31% |
| 4 | ADI | Analog Devices, Inc. | Technology | 176K | $56.1M | 6.16% |
| 5 | HEIA | HEICO CORP NEW | — | 234K | $49.5M | 5.44% |
| 6 | BRKB | BERKSHIRE HATHAWAY INC DEL | — | 97K | $46.3M | 5.09% |
| 7 | UNP | Union Pacific Corporation | Industrials | 187K | $45.3M | 4.98% |
| 8 | V | Visa Inc. | Financial Services | 148K | $44.6M | 4.90% |
| 9 | SPGI | S&P Global Inc. | Financial Services | 97K | $41.1M | 4.52% |
| 10 | MCO | Moody's Corporation | Financial Services | 82K | $35.7M | 3.92% |
| 11 | AON | Aon plc | Financial Services | 108K | $34.8M | 3.82% |
| 12 | MA | Mastercard Incorporated | Financial Services | 67K | $33.4M | 3.68% |
| 13 | COST | Costco Wholesale Corporation | Consumer Defensive | 34K | $33.4M | 3.67% |
| 14 | TMO | Thermo Fisher Scientific Inc. | Healthcare | 64K | $31.5M | 3.46% |
| 15 | LOW | Lowe's Companies, Inc. | Consumer Cyclical | 107K | $25.3M | 2.78% |
Showing 1 to 15 of 55 holdings