StockDriftsStockDriftsTop 50 Ironvine Capital Partners, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| AMZN | AMAZON COM INC | 7.27% | 327.3K | $78.0M | -2.36%(-7.92K) | $148.70(+76.55%) | 2026-06-30 | |
| HEI-A | HEICO CORP NEW | 5.91% | 245.8K | $63.4M | +4.85%(+11.37K) | $120.38(+126.35%) | 2026-06-30 | |
| MSFT | MICROSOFT CORP | 5.38% | 154.7K | $57.7M | -0.29%(-444) | $163.13(+197.96%) | 2026-06-30 | |
| V | VISA INC | 5.32% | 166.4K | $57.1M | +12.76%(+18.84K) | $158.87(+127.82%) | 2026-06-30 | |
| GOOG | ALPHABET INC | 5.31% | 161.3K | $57.0M | -26.36%(-57.74K) | $69.03(+396.36%) | 2026-06-30 | |
| ADI | ANALOG DEVICES INC | 5.22% | 141.1K | $56.0M | -19.93%(-35.12K) | $122.71(+220.24%) | 2026-06-30 | |
| UNP | UNION PAC CORP | 4.86% | 191.8K | $52.2M | +2.80%(+5.22K) | $225.72(+32.56%) | 2026-06-30 | |
| BRK.B | BERKSHIRE HATHAWAY INC DEL | 4.57% | 98.1K | $49.1M | +1.41%(+1.36K) | $211.81(+136.70%) | 2026-06-30 | |
| AON | AON PLC | 3.7% | 119.8K | $39.8M | +11.29%(+12.15K) | $259.38(+37.19%) | 2026-06-30 | |
| SPGI | S&P GLOBAL INC | 3.66% | 96.4K | $39.3M | -0.35%(-339) | $211.06(+96.93%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +9.08% | +29.77% | +4.66% | +25.58% |
| Top 20 Holdings Unweighted | +9.19% | +30.18% | +4.74% | +26.07% |
Ironvine Capital Partners, LLC reports $1.07B in US-listed equity holdings across 56 positions in its most recent 13F filing. Its largest disclosed positions are AMZN (7.3%), HEI-A (5.9%) and MSFT (5.4%). The top 20 holdings account for 78.96% of reported assets. Its disclosed equity book has returned +29.77% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Ironvine Capital Partners, LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1730478). View Ironvine Capital Partners, LLC’s 13F filings on SEC