Q2 2026 13F · SEC CIK 1730478

Ironvine Capital Partners, LLC

Institutional asset managerFiled 2026-08-10 for Q2 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $1.1B
Reported positions: 56
Top holdings a year, 3 yrs: +11.1%
Assets under management: $1.1B

Ironvine Capital Partners, LLC is an institutional asset manager that reported 56 positions worth $1.1B in its Q2 2026 13F, filed 2026-08-10. Its largest holdings were Amazon Com Inc Com (AMZN, 7.3%), Heico Corp New (HEI-A, 5.9%), Microsoft Corp (MSFT, 5.4%). A portfolio copying its top holdings returned 11.1% a year over the last 3 years, against 20.4% for the S&P 500.

Ironvine Capital Partners, LLC holdings largest 50 of 56 positions.

Weights are shares of the filer's total reported 13F value, compared with Q1 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.

Ironvine Capital Partners, LLC 13F holdings
Stock	% of 13F value	Q1 2026	Shares	Share change	Reported value
AMZNAmazon Com Inc Com	7.3%	7.7%	327,318	-2.4%	$78.0M
HEI-AHeico Corp New	5.9%	5.4%	245,819	+4.8%	$63.4M
MSFTMicrosoft Corp	5.4%	6.3%	154,673	-0.3%	$57.7M
VVisa Inc Com Cl A	5.3%	4.9%	166,436	+12.8%	$57.1M
GOOGAlphabet Inc	5.3%	6.9%	161,317	-26.4%	$57.0M
ADIAnalog Devices Inc	5.2%	6.2%	141,087	-19.9%	$56.0M
UNPUnion Pac Corp	4.9%	5.0%	191,825	+2.8%	$52.2M
BRK-BBerkshire Hathaway Inc Del	4.6%	5.1%	98,081	+1.4%	$49.1M
AONAon PLC	3.7%	3.8%	119,841	+11.3%	$39.8M
SPGIS&P Global Inc.	3.7%	4.5%	96,397	-0.4%	$39.3M
MCOMoodys Corp	3.6%	3.9%	85,200	+4.1%	$38.6M
UNHUnitedhealth Group Inc Com	3.3%	2.0%	83,943	+27.6%	$34.9M
TSMTaiwan Semiconductor Manufac	2.9%	2.6%	66,236	-5.4%	$31.6M
TMOThermo Fisher Scientific Inc	2.9%	3.5%	61,788	-3.6%	$31.0M
MAMastercard Inc.	2.8%	3.7%	59,464	-11.1%	$30.5M
DHRDanaher Corporation	2.6%	2.2%	146,651	+36.8%	$27.9M
METAMeta Platforms Inc Class A	2.6%	0.2%	49,129	+1298.5%	$27.7M
ORLYO'Reilly Automotive Inc	2.4%	2.6%	274,802	+8.8%	$25.3M
COSTCostco Whsl Corp New	2.4%	3.7%	27,040	-19.3%	$25.3M
LOWLowes Cos Inc	2.3%	2.8%	113,004	+5.6%	$24.9M
AMATApplied Matls Inc	2.3%	1.5%	33,703	-14.5%	$24.4M
SAPGFSap SE	2.1%	—	144,159	—	$22.2M
APHAmphenol Corp	1.5%	1.5%	91,478	-16.2%	$16.1M
LHLabcorp Holdings Inc	1.4%	1.9%	54,819	-16.4%	$15.3M
ASMLAsml Hldg NV	1.4%	1.0%	7,696	+14.1%	$15.3M
HEIHeico Corp New	1.1%	1.0%	33,868	-1.4%	$12.1M
SUNBSunbelt Rentals Holdings Inc	1.0%	—	141,545	—	$10.6M
HONAHoneywell Aerospace Inc.	1.0%	—	47,276	—	$10.5M
JPMJpmorgan Chase & Co	0.9%	1.0%	30,971	+0.0%	$10.1M
BROBrown & Brown Inc	0.9%	0.2%	157,805	+509.8%	$10.1M
DLTRDollar Tree Inc	0.9%	1.0%	83,330	+0.0%	$10.1M
VMCVulcan Matls Co Com	0.9%	—	34,046	—	$10.0M
HONHoneywell International Inc.	0.9%	—	43,534	—	$9.7M
WSOWatsco Inc	0.9%	0.8%	22,295	+17.7%	$9.3M
CSGPCostar Group Inc	0.8%	1.7%	294,475	-21.5%	$8.3M
AAPLApple Inc	0.6%	0.6%	22,936	+0.0%	$6.6M
DISDisney Walt Co	0.4%	0.8%	49,751	-34.8%	$4.8M
BACBank of Amer Corp	0.4%	0.4%	76,179	+0.0%	$4.3M
ENTGEntegris Inc Com	0.3%	0.2%	19,079	+0.0%	$3.4M
DEDeere & Co Com	0.2%	0.2%	3,531	+1.8%	$2.2M
GDGeneral Dynamics Corp	0.1%	0.1%	3,900	+0.0%	$1.4M
ABTAbbott Laboratories	0.1%	0.2%	14,037	+0.0%	$1.3M
BOCBoston Omaha Corp	0.1%	0.5%	89,758	-78.9%	$1.2M
VOOVanguard S&p 500 ETF	0.1%	0.1%	1,125	-6.4%	$773K
PGProcter & Gamble Co Com	0.1%	0.1%	4,940	+0.0%	$724K
TROWT. Rowe Price Group Inc.	0.1%	0.1%	6,100	+0.0%	$694K
MKCMccormick & Co Inc	0.1%	0.1%	13,200	+0.0%	$666K
PEPPepsico Inc	0.1%	0.1%	4,900	+0.0%	$663K
BDXBecton Dickinson & Co	0.1%	0.1%	3,850	+0.0%	$583K
PFEPfizer Inc	0.0%	0.1%	16,600	+0.0%	$400K

What Ironvine Capital Partners, LLC bought and sold in Q2 2026, against Q1 2026.

New positions

Q1 2026's filing was too long to tell new positions apart.

Share counts compared with the Q1 2026 13F; a split also changes share counts. The latest filing lists more than 50 positions, so a position that left the top 50 may still be held.

How the holdings did against the S&P 500.

1 year: +7.2% /yr; S&P 500 +20.1%
3 years: +11.1% /yr; S&P 500 +20.4%
5 years: +3.6% /yr; S&P 500 +11.6%

A portfolio of the filer's 20 largest 13F positions, weighted by value and rebuilt each quarter on the day the filing became public. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.

Reported 13F value by quarter.

13F value by quarter
Quarter	13F value	Positions
Q2 2026	$1.1B	56
Q1 2026	$909.6M	55
Q4 2025	$999.0M	53
Q3 2025	$1.0B	53
Q2 2025	$965.0M	51
Q1 2025	$921.1M	50
Q4 2024	$933.3M	47
Q3 2024	$931.5M	47
Q2 2024	$913.0M	46
Q1 2024	$911.9M	45
Q4 2023	$833.8M	44
Q3 2023	$779.4M	44

Questions about Ironvine Capital Partners, LLC's portfolio

What stocks does Ironvine Capital Partners, LLC own?

Ironvine Capital Partners, LLC's latest 13F, for Q2 2026 and filed Aug 10, 2026, lists 56 positions worth $1.1B. The largest are Amazon Com Inc Com (AMZN) at 7.3%, Heico Corp New (HEI-A) at 5.9%, Microsoft Corp (MSFT) at 5.4%, Visa Inc Com Cl A (V) at 5.3% and Alphabet Inc (GOOG) at 5.3%.

What did Ironvine Capital Partners, LLC buy last quarter?

In Q2 2026, Ironvine Capital Partners, LLC added Meta Platforms Inc Class A (META) (+1298.5% shares), Brown & Brown Inc (BRO) (+509.8% shares) and Danaher Corporation (DHR) (+36.8% shares), compared with its Q1 2026 filing.

What did Ironvine Capital Partners, LLC sell last quarter?

In Q2 2026, Ironvine Capital Partners, LLC cut from its top 50 Honeywell Intl Inc (HON), cut from its top 50 Adobe Inc (ADBE), cut from its top 50 Copart Inc (CPRT), cut from its top 50 Old Dominion Freight Line in (ODFL), cut from its top 50 Nvidia Corporation Com (NVDA), Boston Omaha Corp (BOC) (-78.9% shares), Disney Walt Co (DIS) (-34.8% shares) and Alphabet Inc (GOOG) (-26.4% shares), compared with its Q1 2026 filing.

How has Ironvine Capital Partners, LLC's portfolio performed?

A portfolio copying Ironvine Capital Partners, LLC's 20 largest 13F holdings each quarter, from the day each filing was public, returned +11.1% a year over the last 3 years, against +20.4% for the S&P 500. Over 1 year: +7.2% against +20.1%. Over 5 years: +3.6% a year against +11.6%.

When is Ironvine Capital Partners, LLC's next 13F filing due?

13F filings are due 45 days after each quarter ends. Ironvine Capital Partners, LLC's filing for the quarter ending Sep 30, 2026 is due by Nov 14, 2026; this page updates the day after it is published.

How much money does Ironvine Capital Partners, LLC manage?

Ironvine Capital Partners, LLC reported $1.1B of regulatory assets under management on its latest SEC Form ADV. Its 13F, which covers only US-listed stocks and options, totals $1.1B.