StockDriftsStockDriftsTop 50 Ironvine Capital Partners Llc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| AMZN | AMAZON COM INC | 7.68% | 335.2K | $69.8M | -0.13%(-444) | $148.70(+77.63%) | 2026-03-31 | |
| GOOG | ALPHABET INC | 6.91% | 219.1K | $62.8M | +0.00%(+0) | $69.03(+469.76%) | 2026-03-31 | |
| MSFT | MICROSOFT CORP | 6.31% | 155.1K | $57.4M | +0.48%(+735) | $163.13(+158.63%) | 2026-03-31 | |
| ADI | ANALOG DEVICES INC | 6.16% | 176.2K | $56.1M | -4.20%(-7.73K) | $122.71(+240.22%) | 2026-03-31 | |
| HEI-A | HEICO CORP NEW | 5.44% | 234.4K | $49.5M | +0.08%(+190) | $115.00(+88.13%) | 2026-03-31 | |
| BRK.B | BERKSHIRE HATHAWAY INC DEL | 5.1% | 96.7K | $46.3M | -1.51%(-1.48K) | $207.93(+132.15%) | 2026-03-31 | |
| UNP | UNION PAC CORP | 4.98% | 186.6K | $45.3M | -0.02%(-41) | $224.88(+20.31%) | 2026-03-31 | |
| V | VISA INC | 4.9% | 147.6K | $44.6M | -0.00%(-5) | $138.14(+135.81%) | 2026-03-31 | |
| SPGI | S&P GLOBAL INC | 4.52% | 96.7K | $41.1M | +1.14%(+1.09K) | $211.06(+91.01%) | 2026-03-31 | |
| MCO | MOODYS CORP | 3.93% | 81.8K | $35.7M | -0.18%(-150) | $177.17(+142.08%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +8.03% | +26.07% |
| Top 20 Holdings Unweighted | +8.06% | +26.19% |
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