Ironvine Capital Partners, LLC holds a focused book of 55 stocks worth $909.6M as of Q1 2026 (disclosed May 15, 2026, a ~45-day 13F lag). This quarter they opened Copart Inc and trimmed Amazon.com Inc. Their largest long position is Amazon.com Inc at 8% of the equity book. They also disclosed $209K in call options (bullish), shown separately below and excluded from the equity book.
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Use Arkolith to show Ironvine Capital Partners, LLC's latest holdings, largest changes, and filing provenance.
Top-heavy: focused book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
100% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices, no cost basis
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Amazon Com Inc COM | $69.8M | 335.2K | 7.7% | ▼−0.1% Reduced · −444 sh | |
| 2 | Alphabet Inc CAP STK CL C | $62.8M | 219.1K | 6.9% | —Held | |
| 3 | Microsoft Corp COM | $57.4M | 155.1K | 6.3% | ▲+0.5% Added · +735 sh | |
| 4 | Analog Devices Inc COM | $56.1M | 176.2K | 6.2% | ▼−4.2% Reduced · −8K sh | |
| 5 | Heico Corp New CL A | $49.5M | 234.4K | 5.4% | ▲+0.1% Added · +190 sh | |
| 6 | Berkshire Hathaway Inc Del CL B NEW | $46.3M | 96.7K | 5.1% | ▼−1.5% Reduced · −1K sh | |
| 7 | Union Pac Corp COM | $45.3M | 186.6K | 5.0% | ▼~0% Reduced · −41 sh | |
| 8 | Visa Inc COM CL A | $44.6M | 147.6K | 4.9% | ▼~0% Reduced · −5 sh | |
| 9 | S&P Global Inc COM | $41.1M | 96.7K | 4.5% | ▲+1.1% Added · +1K sh | |
| 10 | Moodys Corp COM | $35.7M | 81.8K | 3.9% | ▼−0.2% Reduced · −150 sh | |
| 11 | Aon PLC SHS CL A | $34.8M | 107.7K | 3.8% | ▲~0% Added · +8 sh | |
| 12 | Mastercard Incorporated CL A | $33.4M | 66.9K | 3.7% | ▲+0.2% Added · +160 sh | |
| 13 | Costco Wholesale Corporation COM | $33.4M | 33.5K | 3.7% | ▼~0% Reduced · −10 sh | |
| 14 | Thermo Fisher Scientific Inc COM | $31.5M | 64.1K | 3.5% | ▼−0.7% Reduced · −453 sh | |
| 15 | Lowes Cos Inc COM | $25.3M | 107.0K | 2.8% | ▼−2.9% Reduced · −3K sh | |
| 16 | Taiwan Semiconductor Manufac SPONSORED ADS | $23.7M | 70.0K | 2.6% | ▼−0.3% Reduced · −224 sh | |
| 17 | Oreilly Automotive Inc COM | $23.3M | 252.5K | 2.6% | ▼~0% Reduced · −100 sh | |
| 18 | Danaher Corp Del COM | $20.3M | 107.2K | 2.2% | ▼~0% Reduced · −42 sh | |
| 19 | Unitedhealth Group Inc COM | $17.8M | 65.8K | 2.0% | ▲+1.1% Added · +723 sh | |
| 20 | Labcorp Holdings Inc COM SHS | $17.5M | 65.5K | 1.9% | —Held | |
| 21 | Costar Group Inc COM | $15.1M | 375.3K | 1.7% | ▲+1.1% Added · +4K sh | |
| 22 | Amphenol Corp CL A | $13.8M | 109.1K | 1.5% | ▼−12% Reduced · −15K sh | |
| 23 | Applied Matls Inc COM | $13.5M | 39.4K | 1.5% | ▼−15% Reduced · −7K sh | |
| 24 | Heico Corp New COM | $9.4M | 34.3K | 1.0% | ▼−1.4% Reduced · −487 sh | |
| 25 | Dollar Tree Inc COM | $9.1M | 83.3K | 1.0% | —Held | |
| 26 | JPMorgan Chase & Co COM | $9.1M | 31.0K | 1.0% | —Held | |
| 27 | ASML Hldg NV N Y REGISTRY SHS | $8.9M | 6.7K | 1.0% | ▼−1.4% Reduced · −97 sh | |
| 28 | Honeywell Intl Inc COM | $7.7M | 34.3K | 0.9% | ▼−0.2% Reduced · −85 sh | |
| 29 | Disney Walt Co COM | $7.4M | 76.3K | 0.8% | —Held | |
| 30 | Watsco Inc COM | $6.9M | 18.9K | 0.8% | ▲+96% Added · +9K sh | |
| 31 | Apple Inc COM | $5.8M | 22.9K | 0.6% | —Held | |
| 32 | Boston Omaha Corp CL A COM STK | $5.0M | 425.4K | 0.5% | ▼−5.8% Reduced · −26K sh | |
| 33 | Adobe Inc COM | $4.2M | 17.4K | 0.5% | —Held | |
| 34 | Bank America Corp COM | $3.7M | 76.2K | 0.4% | —Held | |
| 35 | Copart Inc COM | $2.5M | 74.2K | 0.3% | ▲New New position | |
| 36 | Entegris Inc COM | $2.2M | 19.1K | 0.2% | ▼−26% Reduced · −7K sh | |
| 37 | Meta Platforms Inc CL A | $2.0M | 3.5K | 0.2% | ▲+29% Added · +781 sh | |
| 38 | Deere & Co COM | $2.0M | 3.5K | 0.2% | ▼−79% Reduced · −13K sh | |
| 39 | Brown & Brown Inc COM | $1.7M | 25.9K | 0.2% | ▲+30% Added · +6K sh | |
| 40 | Abbott Laboratories COM | $1.4M | 14.0K | 0.2% | —Held | |
| 41 | General Dynamics Corp COM | $1.3M | 3.9K | 0.1% | —Held | |
| 42 | Old Dominion Freight Line In COM | $1.2M | 6.2K | 0.1% | ▼−36% Reduced · −3K sh | |
| 43 | Pepsico Inc COM | $761K | 4.9K | 0.1% | —Held | |
| 44 | Vanguard Index FDS S&P 500 ETF SHS | $718K | 1.2K | 0.1% | —Held | |
| 45 | Procter & Gamble Co COM | $714K | 4.9K | 0.1% | —Held | |
| 46 | McCormick & Co Inc COM NON VTG | $666K | 13.2K | 0.1% | —Held | |
| 47 | Becton Dickinson & Co COM | $605K | 3.9K | 0.1% | —Held | |
| 48 | Price T Rowe Group Inc COM | $550K | 6.1K | 0.1% | —Held | |
| 49 | Pfizer Inc COM | $466K | 16.6K | 0.1% | —Held | |
| 50 | Nvidia Corporation COM | $344K | 2.0K | 0.0% | ▲+4.8% Added · +90 sh |
Put / call positions from the 13F — totals include every disclosed option leg
| Type | Underlying | Notional value | Underlying shares |
|---|---|---|---|
| CALL · bullish | DANAHER CORPDHR | $209K | 1K |
13F filers disclose option positions at the market value of the underlying the contracts reference, not the premium paid. A put is a bearish bet (it gains if the stock falls); a call is bullish. “Underlying shares” is the share count the contracts control, not a share holding. These legs are excluded from the equity book, weighting, concentration and sector figures above.
As-of date vs the date the SEC received each filing
Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.