Ironvine Capital Partners, LLC
CIK: 0001730478SEC EDGAR →
Portfolio Value
$999.0B
Holdings
53
As of
Q4 2025
New Positions
2
Closed Positions
0
Portfolio Value History
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | AMAZON COM INC | 335,683 | $77.5B | 7.76% |
| 2 | MICROSOFT CORP | 154,382 | $74.7B | 7.47% |
| 3 | ALPHABET INC | 219,061 | $68.7B | 6.88% |
| 4 | HEICO CORP NEW | 234,260 | $59.1B | 5.92% |
| 5 | VISA INC | 147,605 | $51.8B | 5.18% |
| 6 | S&P GLOBAL INC | 95,646 | $50.0B | 5.00% |
| 7 | ANALOG DEVICES INC | 183,944 | $49.9B | 4.99% |
| 8 | BERKSHIRE HATHAWAY INC DEL | 98,204 | $49.4B | 4.94% |
| 9 | UNION PAC CORP | 186,641 | $43.2B | 4.32% |
| 10 | MOODYS CORP | 81,997 | $41.9B | 4.19% |
Quarterly Changes
Top Buys
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 14 | $238.6B | 23.9% |
| Technology | 9 | $194.5B | 19.5% |
| Industrials | 9 | $134.1B | 13.4% |
| Consumer Cyclical | 3 | $127.1B | 12.7% |
| Healthcare | 7 | $102.8B | 10.3% |
| Communication Services | 4 | $84.8B | 8.5% |
| Unknown | 2 | $51.5B | 5.2% |
| Consumer Defensive | 4 | $40.6B | 4.1% |
| Real Estate | 1 | $25.0B | 2.5% |