1y return+9.9%S&P 500 +20.9%
3y return+34.1%S&P 500 +68.5%
5y return+26.0%S&P 500 +74.5%
These returns are for its stock picks as disclosed on Form 13F: last quarter's holdings, valued at this quarter's prices. They miss trades within each quarter, short positions, options, bonds, cash and fees, so they aren't the returns its clients got.
$100 invested in its stock picks
Since December 31, 2017: $231 against $280 in the S&P 500.2
Ironvine Capital Partners, LLCS&P 500 (SPY)
Top holdings
At the end of June 30, 2026. Change is in shares since the quarter before.2
| Stock | Value | Share of portfolio | Change |
|---|---|---|---|
| AMZNAmazon Com Inc | $78.0M | 7.3% | −2.4% |
| HEI/AHeico Corp New | $63.4M | 5.9% | +4.8% |
| MSFTMicrosoft Corp | $57.7M | 5.4% | |
| VVisa Inc | $57.1M | 5.3% | +12.8% |
| GOOGAlphabet Inc | $57.0M | 5.3% | −26.4% |
| ADIAnalog Devices Inc | $56.0M | 5.2% | −19.9% |
| UNPUnion Pac Corp | $52.2M | 4.9% | +2.8% |
| BRK/BBerkshire Hathaway Inc Del | $49.1M | 4.6% | +1.4% |
| Aon PLCCUSIP G0403H108 | $39.8M | 3.7% | +11.3% |
| SPGIS&p Global Inc | $39.3M | 3.7% | |
| MCOMoodys Corp | $38.6M | 3.6% | +4.1% |
| UNHUnitedhealth Group Inc | $34.9M | 3.3% | +27.6% |
| TSMTaiwan Semiconductor Manufac | $31.6M | 2.9% | −5.4% |
| TMOThermo Fisher Scientific Inc | $31.0M | 2.9% | −3.6% |
| MAMastercard Incorporated | $30.5M | 2.8% | −11.1% |
| DHRDanaher Corp Del | $27.9M | 2.6% | +36.8% |
| METAMeta Platforms Inc | $27.7M | 2.6% | +1298.5% |
| ORLYOreilly Automotive Inc | $25.3M | 2.4% | +8.8% |
| COSTCostco Wholesale Corporation | $25.3M | 2.4% | −19.3% |
| LOWLowes Cos Inc | $24.9M | 2.3% | +5.6% |
| AMATApplied Matls Inc | $24.4M | 2.3% | −14.5% |
| SAPSap Se | $22.2M | 2.1% | New |
| APHAmphenol Corp | $16.1M | 1.5% | −16.2% |
| LHLabcorp Holdings Inc | $15.3M | 1.4% | −16.4% |
| Asml Hldg NvCUSIP N07059210 | $15.3M | 1.4% | +14.1% |
Best picks still held
How each current holding has done since the quarter it first appeared in its filings (up to six years back).
| Stock | Held since | Return since | Now worth |
|---|---|---|---|
| TSMTaiwan Semiconductor Manufac | June 30, 2022 | +484.2% | $31.6M |
| GOOGAlphabet Inc | June 30, 2020 | +399.9% | $57.0M |
| AMATApplied Matls Inc | September 30, 2024 | +257.8% | $24.4M |
| HEIHeico Corp New | June 30, 2020 | +257.4% | $12.1M |
| JPMJpmorgan Chase & Co | June 30, 2020 | +248.0% | $10.1M |
| ADIAnalog Devices Inc | June 30, 2020 | +223.9% | $56.0M |
| HEI/AHeico Corp New | June 30, 2020 | +217.5% | $63.4M |
| AAPLApple Inc | June 30, 2020 | +217.3% | $6.6M |
| COSTCostco Wholesale Corporation | June 30, 2020 | +208.5% | $25.3M |
| BRK/BBerkshire Hathaway Inc Del | June 30, 2020 | +180.3% | $49.1M |
Sold off last quarter
- Honeywell Intl IncCUSIP 438516106 was $7.7M
- CPRTCopart Inc was $2.5M
- ODFLOld Dominion Freight Line In was $1.2M
- IVVIshares Tr was $244K
- QUALIshares Tr was $243K
- GDXVaneck Etf Trust was $205K
Quarter by quarter
| Quarter | Its picks | S&P 500 |
|---|---|---|
| June 30, 2026 | +11.8% | +14.8% |
| March 31, 2026 | −8.0% | −4.6% |
| December 31, 2025 | +2.5% | +2.4% |
| September 30, 2025 | +4.2% | +7.8% |
| June 30, 2025 | +6.0% | +10.5% |
| March 31, 2025 | −0.7% | −4.6% |
| December 31, 2024 | −0.4% | +2.1% |
| September 30, 2024 | +4.4% | +5.4% |
| June 30, 2024 | +0.5% | +4.0% |
| March 31, 2024 | +6.0% | +10.0% |
| December 31, 2023 | +11.9% | +11.2% |
| September 30, 2023 | −6.4% | −3.6% |
| June 30, 2023 | +6.1% | +8.3% |
| March 31, 2023 | +6.9% | +7.0% |
| December 31, 2022 | +5.4% | +7.1% |
| September 30, 2022 | −7.2% | −5.3% |
| June 30, 2022 | −14.9% | −16.5% |
| March 31, 2022 | −8.9% | −4.9% |
| December 31, 2021 | +7.0% | +10.7% |
| September 30, 2021 | +2.1% | +0.3% |
Sources
Every number on this page points here. Each one links to the public record.
- 1SEC EDGAR: Ironvine Capital Partners, LLC Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=1730478&type=13F-HR&dateb=&owner=include&count=40CIK 1730478
- 2SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/1730478/000173047826000003/Filed August 10, 2026 · accession 0001730478-26-000003