IC

Ironvine Capital Partners, LLC

13F
Ironvine Capital Partners, LLC
Last update 2024-08-14 46 Stocks (2 new)
Value $913.00 Mil Turnover 1 %
Countries:
Top Holdings: MSFT(9.77%)GOOG(6.51%)AMZN(5.99%)ADI(5.58%)SPGI(4.94%)
Portfolio Report
Summary Stock Picks Current Portfolio
Ironvine Capital Partners, LLC... Top Holdings of 2024-06-30 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
MSFT 		Microsoft Corp
199,512
89171.890
-4.17%
9.770
-0.40%
0.000
-2.19%
+16.35%
3234560.982
Software
GOOG 		Alphabet Inc
324,210
59466.600
-0.18%
6.510
-0.01%
0.000
-7.23%
+17.11%
2019320.900
Interactive Media
AMZN 		Amazon.com Inc
282,823
54655.550
-0.24%
5.990
-0.01%
0.000
+2.98%
+26.13%
2011370.437
Retail - Cyclical
ADI 		Analog Devices Inc
223,232
50954.940
+0.01%
5.580
0%
0.040
-0.80%
+15.66%
112629.542
Semiconductors
SPGI 		S&P Global Inc
101,185
45128.510
-0.11%
4.940
-0.01%
0.030
+19.58%
+19.59%
163908.710
Capital Markets
TMO 		Thermo Fisher Scientific Inc
77,500
42857.500
-0.04%
4.690
0%
0.020
+10.21%
+15.85%
234426.861
Medical Diagnostics & Research
HEI.A 		Heico Corp
238,202
42285.620
+0.20%
4.630
+0.01%
0.170
+16.23%
+45.57%
31921.701
Aerospace & Defense
BRK.B 		Berkshire Hathaway Inc
103,512
42108.680
-3.57%
4.610
-0.18%
0.000
+11.28%
+27.66%
982609.775
Insurance
V 		Visa Inc
157,159
41249.520
-0.12%
4.520
-0.01%
0.010
+3.08%
+10.01%
554127.895
Credit Services
MCO 		Moody's Corporation
87,672
36903.780
-2.70%
4.040
-0.10%
0.050
+17.23%
+27.44%
90069.729
Capital Markets

Ironvine Capital Partners, LLC's Historical Top Holdings Breakdowns

Ironvine Capital Partners, LLC's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
DE 		Deere & Co2024-06-30New Buy
+0.88%
●
364.98 ($390.01) 414.02
$405.89
4.07%
New holding
21,396
21,396
MSFT 		Microsoft Corp2024-06-30Reduce
-0.40%
●
389.33 ($422.32) 452.85
$435.16
3.04%
Reduce -4.17%
199,512
-8,687
FTRE 		Fortrea Holdings Inc2024-06-30Sold Out
-0.37%
●
22.48 ($31.04) 40.28
$23.90
-23.00%
Sold Out
0
-84,293
DLTR 		Dollar Tree Inc2024-06-30Reduce
-0.19%
●
103.43 ($118.07) 135.91
$71.72
-39.25%
Reduce -4.44%
274,303
-12,740
BRK.B 		Berkshire Hathaway Inc2024-06-30Reduce
-0.18%
●
396.73 ($408.62) 420.24
$455.31
11.43%
Reduce -3.57%
103,512
-3,830
AAPL 		Apple Inc2024-06-30Reduce
-0.17%
●
165 ($186.49) 216.67
$228.20
22.37%
Reduce -10.4%
79,703
-9,248
CSGP 		CoStar Group Inc2024-06-30Add
+0.14%
●
72.73 ($84.75) 95.69
$77.36
-8.72%
Add 3.76%
470,815
17,067
DG 		Dollar General Corp2024-06-30Reduce
-0.12%
●
124.12 ($139.65) 159.55
$86.01
-38.41%
Reduce -6.93%
95,177
-7,090
COST 		Costco Wholesale Corp2024-06-30Reduce
-0.11%
●
704.88 ($780.33) 870.75
$907.13
16.25%
Reduce -4.04%
33,200
-1,397
MCO 		Moody's Corporation2024-06-30Reduce
-0.10%
●
370.33 ($397.85) 427.53
$494.66
24.33%
Reduce -2.7%
87,672
-2,430

Ironvine Capital Partners, LLC Total Holding History ($B)

To

Ironvine Capital Partners, LLC's Asset Allocation

To

Ironvine Capital Partners, LLC Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

Ironvine Capital Partners, LLC's Hypothetical Growth since 2024-06-30

Ironvine Capital Partners, LLC's Yearly Returns

Year Portfolio % % Excess Gain %

Ironvine Capital Partners, LLC's Holdings Heat Map

Size field:

Ironvine Capital Partners, LLC's Holdings Bubble Chart

Ironvine Capital Partners, LLC News

  • 1

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