Ironvine Capital Partners, LLC holds a diversified book of 56 reported positions worth $1.1B as of Q2 2026 (disclosed Aug 10, 2026, a ~41-day 13F lag). This quarter Honeywell Aerospace Inc first appears in 13F filings, a listing rather than a purchase; they opened Sap SE-Sponsored ADR and trimmed Amazon.com Inc. Their largest long position is Amazon.com Inc at 7% of the reported non-option book. They also disclosed $210K in call options (bullish), shown separately below and excluded from the non-option book. Cloning the disclosed picks since 2025 would be +9% (+8.8%/yr). That is a simulation of the disclosed long book, not audited returns.
Ironvine Capital Partners, LLC is a wealth platform: this book aggregates client accounts across many advisers.
Growth of $10,000 cloning Ironvine Capital Partners, LLC's disclosed long 13F book, rebalanced on each filing date (so it reflects each quarter's actual reporting lag, ~41 days for the latest filing, with no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.
Top-heavy: diversified 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
+3 sectors below the cut, under 0.5% together
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 (an exit at the prior quarter-end), no cost basis
Other tracked managers holding the same core names as Ironvine Capital Partners, LLC
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| Innovator Capital Management, LLC | 6 / 56 | $2.9B |
| Hoffman, Alan N Investment Management | 6 / 56 | $146.7M |
| United American Securities Inc. (d/b/a UAS Asset Management) | 8 / 56 | $384.9M |
| BlueSpruce Investments, LP | 9 / 56 | $535.3M |
| Trans-Canada Capital Inc. | 8 / 56 | $1.5B |
| Greenbrier Partners Capital Management, LLC | 7 / 56 | $1.1B |
| Explore Capital Management, LLC | 7 / 56 | $92.0M |
| Dumac, Inc. | 5 / 56 | $877.8M |
Ranked by the share of each fund's own book sitting in the names it shares with Ironvine Capital Partners, LLC: only funds sharing at least a tenth of the book qualify. Index giants, bank custody books and market makers are excluded. They hold everything, so their overlap says nothing.
Bars show each position's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Amazon Com Inc COM | $78.0M | 327.3K | 7.3% | ▼−2.4% Reduced · −8K sh | |
| 2 | Heico Corp New CL A | $63.4M | 245.8K | 5.9% | ▲+4.8% Added · +11K sh | |
| 3 | Microsoft Corp COM | $57.7M | 154.7K | 5.4% | ▼−0.3% Reduced · −444 sh | |
| 4 | Visa Inc COM CL A | $57.1M | 166.4K | 5.3% | ▲+13% Added · +19K sh | |
| 5 | Alphabet Inc CAP STK CL C | $57.0M | 161.3K | 5.3% | ▼−26% Reduced · −58K sh | |
| 6 | Analog Devices Inc COM | $56.0M | 141.1K | 5.2% | ▼−20% Reduced · −35K sh | |
| 7 | Union Pac Corp COM | $52.2M | 191.8K | 4.9% | ▲+2.8% Added · +5K sh | |
| 8 | Berkshire Hathaway Inc Del CL B NEW | $49.1M | 98.1K | 4.6% | ▲+1.4% Added · +1K sh | |
| 9 | Aon PLC SHS CL A | $39.8M | 119.8K | 3.7% | ▲+11% Added · +12K sh | |
| 10 | S&P Global Inc COM | $39.3M | 96.4K | 3.7% | ▼−0.3% Reduced · −339 sh | |
| 11 | Moodys Corp COM | $38.6M | 85.2K | 3.6% | ▲+4.1% Added · +3K sh | |
| 12 | Unitedhealth Group Inc COM | $34.9M | 83.9K | 3.3% | ▲+28% Added · +18K sh | |
| 13 | Taiwan Semiconductor Manufac SPONSORED ADS | $31.6M | 66.2K | 2.9% | ▼−5.3% Reduced · −4K sh | |
| 14 | Thermo Fisher Scientific Inc COM | $31.0M | 61.8K | 2.9% | ▼−3.6% Reduced · −2K sh | |
| 15 | Mastercard Incorporated CL A | $30.5M | 59.5K | 2.8% | ▼−11% Reduced · −7K sh | |
| 16 | Danaher Corp Del COM | $27.9M | 146.7K | 2.6% | ▲+37% Added · +39K sh | |
| 17 | Meta Platforms Inc CL A | $27.7M | 49.1K | 2.6% | ▲14× Added · +46K sh | |
| 18 | Oreilly Automotive Inc COM | $25.3M | 274.8K | 2.4% | ▲+8.8% Added · +22K sh | |
| 19 | Costco Wholesale Corporation COM | $25.3M | 27.0K | 2.4% | ▼−19% Reduced · −6K sh | |
| 20 | Lowes Cos Inc COM | $24.9M | 113.0K | 2.3% | ▲+5.6% Added · +6K sh | |
| 21 | Applied Matls Inc COM | $24.4M | 33.7K | 2.3% | ▼−15% Reduced · −6K sh | |
| 22 | Sap SE SPON ADR | $22.2M | 144.2K | 2.1% | ▲New New position | |
| 23 | Amphenol Corp CL A | $16.1M | 91.5K | 1.5% | ▼−16% Reduced · −18K sh | |
| 24 | Labcorp Holdings Inc COM SHS | $15.3M | 54.8K | 1.4% | ▼−16% Reduced · −11K sh | |
| 25 | ASML Hldg NV N Y REGISTRY SHS | $15.3M | 7.7K | 1.4% | ▲+14% Added · +949 sh | |
| 26 | Heico Corp New COM | $12.1M | 33.9K | 1.1% | ▼−1.4% Reduced · −467 sh | |
| 27 | Sunbelt Rentals Holdings Inc SHS | $10.6M | 141.5K | 1.0% | ▲New New position | |
| 28 | Honeywell Aerospace Inc COM | $10.5M | 47.3K | 1.0% | →Listed Newly reportable | |
| 29 | JPMorgan Chase & Co COM | $10.1M | 31.0K | 0.9% | —Held | |
| 30 | Brown & Brown Inc COM | $10.1M | 157.8K | 0.9% | ▲+510% Added · +132K sh | |
| 31 | Dollar Tree Inc COM | $10.1M | 83.3K | 0.9% | —Held | |
| 32 | Vulcan Matls Co COM | $10.0M | 34.0K | 0.9% | ▲New New position | |
| 33 | Honeywell Intl Inc COM | $9.7M | 43.5K | 0.9% | ▲New New position | |
| 34 | Watsco Inc COM | $9.3M | 22.3K | 0.9% | ▲+18% Added · +3K sh | |
| 35 | Costar Group Inc COM | $8.3M | 294.5K | 0.8% | ▼−22% Reduced · −81K sh | |
| 36 | Apple Inc COM | $6.6M | 22.9K | 0.6% | —Held | |
| 37 | Disney Walt Co COM | $4.8M | 49.8K | 0.4% | ▼−35% Reduced · −27K sh | |
| 38 | Bank Of Amer Corp COM | $4.3M | 76.2K | 0.4% | —Held | |
| 39 | Entegris Inc COM | $3.4M | 19.1K | 0.3% | —Held | |
| 40 | Deere & Co COM | $2.2M | 3.5K | 0.2% | ▲+1.8% Added · +61 sh | |
| 41 | General Dynamics Corp COM | $1.4M | 3.9K | 0.1% | —Held | |
| 42 | Abbott Laboratories COM | $1.3M | 14.0K | 0.1% | —Held | |
| 43 | Boston Omaha Corp CL A COM STK | $1.2M | 89.8K | 0.1% | ▼−79% Reduced · −336K sh | |
| 44 | Vanguard Index FDS S&P 500 ETF SHS | $773K | 1.1K | 0.1% | ▼−6.4% Reduced · −77 sh | |
| 45 | Procter & Gamble Co COM | $724K | 4.9K | 0.1% | —Held | |
| 46 | Price T Rowe Group Inc COM | $694K | 6.1K | 0.1% | —Held | |
| 47 | McCormick & Co Inc COM NON VTG | $666K | 13.2K | 0.1% | —Held | |
| 48 | Pepsico Inc COM | $663K | 4.9K | 0.1% | —Held | |
| 49 | Becton Dickinson & Co COM | $583K | 3.9K | 0.1% | —Held | |
| 50 | Pfizer Inc COM | $400K | 16.6K | <0.1% | —Held |
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Put / call positions from the 13F — totals include every disclosed option leg
| Type | Underlying | Notional value | Underlying shares |
|---|---|---|---|
| CALL · bullish | DANAHER CORPDHR | $210K | 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 non-option book, weighting, concentration and sector figures above.
As-of date vs the date the SEC received each filing
Reported 13F total per quarter. Raw filing totals can include option notional.
Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. Book totals and portfolio weights cover reported non-option positions, which can include notes and warrants. Disclosed put/call options are listed separately and excluded from those totals. The performance line is a simulation of the disclosed long book, not an audited return.