Ironvine Capital Partners, LLC Top Holdings and 13F Report (2025) About Ironvine Capital Partners, LLCInvestment ActivityIronvine Capital Partners, LLC has $933.28 million in total holdings as of December 31, 2024.Ironvine Capital Partners, LLC owns shares of 47 different stocks, but just 17 companies or ETFs make up 80% of its holdings.Approximately 1.83% of the portfolio was purchased this quarter.About 1.19% of the portfolio was sold this quarter.This quarter, Ironvine Capital Partners, LLC has purchased 47 new stocks and bought additional shares in 9 stocks.Ironvine Capital Partners, LLC sold shares of 24 stocks and completely divested from 2 stocks this quarter.Largest Holdings Microsoft $84,321,075Amazon.com $75,818,551Alphabet $60,406,235Visa $49,929,579S&P Global $48,420,469 Largest New Holdings this Quarter Entegris $2,573,084 HoldingiShares MSCI USA Quality Factor ETF $202,477 Holding Largest Purchases this Quarter Danaher 23,906 shares (about $5.49M)Applied Materials 27,922 shares (about $4.54M)Taiwan Semiconductor Manufacturing 17,506 shares (about $3.46M)Entegris 25,975 shares (about $2.57M)UnitedHealth Group 567 shares (about $286.82K) Largest Sales this Quarter Adobe 6,323 shares (about $2.81M)Thermo Fisher Scientific 4,916 shares (about $2.56M)Dollar Tree 32,651 shares (about $2.45M)Amazon.com 4,588 shares (about $1.01M)Alphabet 2,185 shares (about $416.11K) Sector Allocation Over TimeMap of 500 Largest Holdings ofIronvine Capital Partners, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorMSFTMicrosoft$84,321,075$312,753 ▼-0.4%200,0509.0%Computer and TechnologyAMZNAmazon.com$75,818,551$1,006,561 ▼-1.3%345,5888.1%Retail/WholesaleGOOGAlphabet$60,406,235$416,111 ▼-0.7%317,1936.5%Computer and TechnologyVVisa$49,929,579$146,010 ▲0.3%157,9855.3%Business ServicesSPGIS&P Global$48,420,469$104,586 ▼-0.2%97,2245.2%Business ServicesADIAnalog Devices$47,529,852$1,912 ▼0.0%223,7125.1%Computer and TechnologyBRK.BBerkshire Hathaway$47,017,375$3,173 ▼0.0%103,7275.0%FinanceHEI.AHEICO$44,566,904$98,808 ▲0.2%239,5044.8%AerospaceMCOMoody's$40,229,349$131,123 ▼-0.3%84,9854.3%FinanceAONAON$38,407,493$103,438 ▲0.3%106,9374.1%FinanceTMOThermo Fisher Scientific$37,867,021$2,557,451 ▼-6.3%72,7894.1%MedicalMAMastercard$35,321,262$19,483 ▼-0.1%67,0783.8%Business ServicesCSGPCoStar Group$33,411,840$382,362 ▼-1.1%466,7113.6%Computer and TechnologyUNHUnitedHealth Group$32,556,644$286,823 ▲0.9%64,3593.5%MedicalCOSTCostco Wholesale$30,902,175$21,991 ▼-0.1%33,7263.3%Retail/WholesaleDHRDanaher$29,204,499$5,487,622 ▲23.1%127,2253.1%MedicalLOWLowe's Companies$27,140,843$13,821 ▼-0.1%109,9712.9%Retail/WholesaleLABCORP HOLDINGS INC$21,182,747$8,714 ▼0.0%92,3722.3%COM SHSAAPLApple$20,121,497$29,049 ▼-0.1%80,3512.2%Computer and TechnologyORLYO'Reilly Automotive$19,901,281$4,743 ▼0.0%16,7832.1%Retail/WholesaleUNPUnion Pacific$12,427,268$58,378 ▼-0.5%54,4961.3%TransportationADBEAdobe$11,825,375$2,811,712 ▼-19.2%26,5931.3%Computer and TechnologyTSMTaiwan Semiconductor Manufacturing$10,297,721$3,457,260 ▲50.5%52,1431.1%Computer and TechnologyHEIHEICO$10,219,967$35,186 ▼-0.3%42,9881.1%AerospaceDEDeere & Company$9,219,288$57,199 ▲0.6%21,7591.0%Industrial ProductsDISWalt Disney$8,492,219$199,094 ▼-2.3%76,2660.9%Consumer DiscretionaryJPMJPMorgan Chase & Co.$7,424,0580.0%30,9710.8%FinanceBOCBoston Omaha$7,030,316$136,780 ▲2.0%495,7910.8%FinanceDLTRDollar Tree$6,259,813$2,446,866 ▼-28.1%83,5310.7%Retail/WholesaleAMATApplied Materials$5,180,416$4,540,955 ▲710.1%31,8540.6%Computer and TechnologyDGDollar General$3,620,329$607 ▼0.0%47,7490.4%Retail/WholesaleBACBank of America$3,348,0670.0%76,1790.4%FinanceENTGEntegris$2,573,084$2,573,084 ▲New Holding25,9750.3%Computer and TechnologyODFLOld Dominion Freight Line$1,988,204$52,391 ▼-2.6%11,2710.2%TransportationABTAbbott Laboratories$1,587,7250.0%14,0370.2%MedicalGDGeneral Dynamics$1,027,6110.0%3,9000.1%AerospaceMKCMcCormick & Company, Incorporated$1,006,3680.0%13,2000.1%Consumer StaplesBDXBecton, Dickinson and Company$873,4500.0%3,8500.1%MedicalPGProcter & Gamble$828,1910.0%4,9400.1%Consumer StaplesPEPPepsiCo$745,0940.0%4,9000.1%Consumer StaplesTROWT. Rowe Price Group$689,8490.0%6,1000.1%FinanceVOOVanguard S&P 500 ETF$647,650$1,616 ▼-0.2%1,2020.1%ETFGOOGLAlphabet$572,822$379 ▼-0.1%3,0260.1%Computer and TechnologyPFEPfizer$440,3980.0%16,6000.0%MedicalJPSTJPMorgan Ultra-Short Income ETF$324,4330.0%6,4410.0%ETFQUALiShares MSCI USA Quality Factor ETF$202,477$202,477 ▲New Holding1,1370.0%ETFSKY HARBOUR GROUP CORPORATIO$175,2000.0%60,0000.0%*W EXP 01/25/202RGAReinsurance Group of America$0$435,740 ▼-100.0%00.0%FinanceWBAWalgreens Boots Alliance$0$89,600 ▼-100.0%00.0%Retail/WholesaleShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. 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