IC

Ironvine Capital Partners, LLC

13F
Ironvine Capital Partners, LLC
Last update 2025-05-15 50 Stocks (3 new)
Value $921.00 Mil Turnover 2 %
Countries:
Top Holdings: MSFT(8.06%)AMZN(7.03%)BRK.B(5.79%)V(5.69%)HEI.A(5.44%)
Summary Stock Picks Current Portfolio
Ironvine Capital Partners, LLC... Top Holdings of 2025-03-31 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
197,893
74,287.1
-1.08%
8.060
-0.10%
0.000
+19.59%
+10.48%
3,447,734.1
Software
AMZN 		Amazon.com Inc
340,375
64,759.8
-1.51%
7.030
-0.12%
0.000
+1.68%
-5.54%
2,200,026.7
Retail - Cyclical
BRK.B 		Berkshire Hathaway Inc
100,177
53,352.3
-3.42%
5.790
-0.17%
0.000
-0.98%
+8.32%
1,059,968.3
Insurance
V 		Visa Inc
149,621
52,436.2
-5.29%
5.690
-0.28%
0.010
+4.65%
+16.83%
704,968.0
Credit Services
HEI.A 		Heico Corp
237,578
50,121.8
-0.80%
5.440
-0.04%
0.170
+12.66%
+26.28%
36,257.8
Aerospace & Defense
SPGI 		S&P Global Inc
95,999
48,777.1
-1.26%
5.300
-0.07%
0.030
-0.37%
+3.57%
157,616.6
Capital Markets
GOOG 		Alphabet Inc
292,431
45,686.5
-7.81%
4.960
-0.51%
0.000
-1.75%
-10.95%
2,046,560.0
Interactive Media
ADI 		Analog Devices Inc
211,373
42,627.6
-5.52%
4.630
-0.28%
0.040
-2.96%
+3.76%
108,430.2
Semiconductors
AON 		Aon PLC
105,063
41,929.6
-1.75%
4.550
-0.07%
0.050
-7.73%
+4.16%
80,463.5
Insurance
MCO 		Moodys Corp
82,350
38,349.6
-3.10%
4.160
-0.13%
0.050
+1.07%
+2.96%
87,363.4
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
APH 		Amphenol Corp2025-03-31New Buy
+0.86%
●
61.62 ($68.22) 78.55
$91.91
34.73%
New holding
120,363
120,363
HON 		Honeywell International Inc2025-03-31New Buy
+0.58%
●
202.75 ($214.7) 226.52
$227.45
5.94%
New holding
25,084
25,084
DHR 		Danaher Corp2025-03-31Reduce
-0.52%
●
201.62 ($218.33) 250.59
$193.08
-11.57%
Reduce -16.6%
106,103
-21,122
GOOG 		Alphabet Inc2025-03-31Reduce
-0.51%
●
156.06 ($183.12) 207.71
$169.39
-7.50%
Reduce -7.81%
292,431
-24,762
ADI 		Analog Devices Inc2025-03-31Reduce
-0.28%
●
201.56 ($216.11) 243.82
$218.50
1.11%
Reduce -5.52%
211,373
-12,339
V 		Visa Inc2025-03-31Reduce
-0.28%
●
306.92 ($338.38) 362.71
$368.00
8.75%
Reduce -5.29%
149,621
-8,364
TSM 		Taiwan Semiconductor Manufacturing Co Ltd2025-03-31Add
+0.25%
●
165.25 ($194.34) 224.62
$202.40
4.15%
Add 26.58%
66,005
13,862
TMO 		Thermo Fisher Scientific Inc2025-03-31Add
+0.23%
●
497.6 ($541.6) 606.74
$403.66
-25.47%
Add 5.75%
76,977
4,188
AMAT 		Applied Materials Inc2025-03-31Add
+0.21%
●
145.06 ($168.16) 195.51
$161.93
-3.70%
Add 42.2%
45,296
13,442
BRK.B 		Berkshire Hathaway Inc2025-03-31Reduce
-0.17%
●
442.66 ($486.15) 534.52
$491.00
1.00%
Reduce -3.42%
100,177
-3,550

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 2025-03-31

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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