Ironvine Capital Partners, LLC

OMAHA, NE · CIK 1730478 · 13F filing filed 2026-08-10

SEC-registered investment adviser since 2017 · limited liability company

Assets managed$1.1bn
Staff5 · 5 in investment roles
Main clients (by assets)Charities 39%, Companies 34%, High net worth individuals 18%
Websiteironvinecapital.com
Form ADV · 2026-05-13SEC adviser record

Kindinstitutions
Others nearbyOmaha, NE, Kirkland, WA

As an employer

Offices in1 country

Where they work

people there (dot area)number not reportedmain officeHover or tap a dot. Australian and UK companies are placed at their business or registered address, with their staff across the whole country.

Offices

From Form ADV: the main office and the other offices where it does advisory work (at most the 25 largest), with the people doing investment work at each. “About” is worked out: the firm's investment staff less its other offices. Each city links to the other managers there.

City	Country	People
Omaha, NE (main office)United States	United States	about 4
Kirkland, WAUnited States	United States	1

Map: places from GeoNames (CC BY 4.0), outlines from Natural Earth.

$1.1bn reported value +18.0% vs Q1 2026

56positions

51.2%in top 10

7 new 15 added 19 reduced 6 sold out vs Q1 2026

Options: 1 call positions ($209.5k notional), 0 put positions (— notional) – listed below, not included above.

Holdings, Q2 2026

The small lines show how much was held over the last 4 quarters (adjusted for stock splits).

#	Security	Ticker	Shares	Value	% of portfolio	Change	Shares change
1	AMAZON COM INC COM AMZN	AMZN	327,318	$78.0m7.27%	7.27%	Reduced -7.9k	-7,921 -2.4%
2	HEICO CORP NEW CL A HEI.A	HEI.A	245,819	$63.4m5.91%	5.91%	Added +11.4k	+11,369 4.8%
3	MICROSOFT CORP COM MSFT	MSFT	154,673	$57.7m5.38%	5.38%	Reduced -444	-444 -0.3%
4	VISA INC COM CL A V	V	166,436	$57.1m5.32%	5.32%	Added +18.8k	+18,836 12.8%
5	ALPHABET INC CAP STK CL C GOOG	GOOG	161,317	$57.0m5.31%	5.31%	Reduced -57.7k	-57,744 -26.4%
6	ANALOG DEVICES INC COM ADI	ADI	141,087	$56.0m5.22%	5.22%	Reduced -35.1k	-35,123 -19.9%
7	UNION PAC CORP COM UNP	UNP	191,825	$52.2m4.86%	4.86%	Added +5.2k	+5,225 2.8%
8	BERKSHIRE HATHAWAY INC DEL CL B NEW BRK.B	BRK.B	98,081	$49.1m4.57%	4.57%	Added +1.4k	+1,360 1.4%
9	AON PLC SHS CL A AON	AON	119,841	$39.8m3.70%	3.70%	Added +12.2k	+12,153 11.3%
10	S&P GLOBAL INC COM SPGI	SPGI	96,397	$39.3m3.66%	3.66%	Reduced -339	-339 -0.3%
11	MOODYS CORP COM MCO	MCO	85,200	$38.6m3.60%	3.60%	Added +3.4k	+3,353 4.1%
12	UNITEDHEALTH GROUP INC COM UNH	UNH	83,943	$34.9m3.25%	3.25%	Added +18.2k	+18,162 27.6%
13	TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS TSM	TSM	66,236	$31.6m2.95%	2.95%	Reduced -3.7k	-3,745 -5.3%
14	THERMO FISHER SCIENTIFIC INC COM TMO	TMO	61,788	$31.0m2.89%	2.89%	Reduced -2.3k	-2,297 -3.6%
15	MASTERCARD INCORPORATED CL A MA	MA	59,464	$30.5m2.85%	2.85%	Reduced -7.5k	-7,456 -11.1%
16	DANAHER CORPORATION COM DHR	DHR	146,651	$27.9m2.60%	2.60%	Added +39.4k	+39,433 36.8%
17	META PLATFORMS INC CL A META	META	49,129	$27.7m2.58%	2.58%	Added +45.6k	+45,616 1298.5%
18	OREILLY AUTOMOTIVE INC COM ORLY	ORLY	274,802	$25.3m2.36%	2.36%	Added +22.3k	+22,293 8.8%
19	COSTCO WHSL CORP NEW COM COST	COST	27,040	$25.3m2.36%	2.36%	Reduced -6.5k	-6,473 -19.3%
20	LOWES COS INC COM LOW	LOW	113,004	$24.9m2.32%	2.32%	Added +6.0k	+6,041 5.7%
21	APPLIED MATLS INC COM AMAT	AMAT	33,703	$24.4m2.27%	2.27%	Reduced -5.7k	-5,727 -14.5%
22	SAP SE SPON ADR SAP	SAP	144,159	$22.2m2.07%	2.07%	New
23	AMPHENOL CORP CL A APH	APH	91,478	$16.1m1.50%	1.50%	Reduced -17.7k	-17,664 -16.2%
24	LABCORP HOLDINGS INC COM SHS LH	LH	54,819	$15.3m1.43%	1.43%	Reduced -10.7k	-10,730 -16.4%
25	ASML HOLDING N V N Y REGISTRY SHS ASML	ASML	7,696	$15.3m1.43%	1.43%	Added +949	+949 14.1%
26	HEICO CORP NEW COM HEI	HEI	33,868	$12.1m1.12%	1.12%	Reduced -467	-467 -1.4%
27	SUNBELT RENTALS HOLDINGS INC SHS SUNB	SUNB	141,545	$10.6m0.99%	0.99%	New
28	HONEYWELL AEROSPACE INC COM HONA	HONA	47,276	$10.5m0.97%	0.97%	New
29	JPMORGAN CHASE & CO COM JPM	JPM	30,971	$10.1m0.94%	0.94%	Unchanged
30	BROWN & BROWN INC COM BRO	BRO	157,805	$10.1m0.94%	0.94%	Added +131.9k	+131,928 509.8%
31	DOLLAR TREE INC COM DLTR	DLTR	83,330	$10.1m0.94%	0.94%	Unchanged
32	VULCAN MATLS CO COM VMC	VMC	34,046	$10.0m0.94%	0.94%	New
33	HONEYWELL INTL INC COM HON	HON	43,534	$9.7m0.91%	0.91%	New
34	WATSCO INC COM WSO	WSO	22,295	$9.3m0.87%	0.87%	Added +3.3k	+3,348 17.7%
35	COSTAR GROUP INC COM CSGP	CSGP	294,475	$8.3m0.78%	0.78%	Reduced -80.9k	-80,856 -21.5%
36	APPLE INC COM AAPL	AAPL	22,936	$6.6m0.62%	0.62%	Unchanged
37	DISNEY WALT CO COM DIS	DIS	49,751	$4.8m0.45%	0.45%	Reduced -26.5k	-26,515 -34.8%
38	BANK AMERICA CORP COM BAC	BAC	76,179	$4.3m0.40%	0.40%	Unchanged
39	ENTEGRIS INC COM ENTG	ENTG	19,079	$3.4m0.32%	0.32%	Unchanged
40	DEERE & CO COM DE	DE	3,531	$2.2m0.21%	0.21%	Added +61	+61 1.8%
41	GENERAL DYNAMICS CORP COM GD	GD	3,900	$1.4m0.13%	0.13%	Unchanged
42	ABBOTT LABS COM ABT	ABT	14,037	$1.3m0.12%	0.12%	Unchanged
43	BOSTON OMAHA CORP CL A COM STK BOC	BOC	89,758	$1.2m0.11%	0.11%	Reduced -335.7k	-335,686 -78.9%
44	VANGUARD INDEX FDS S&P 500 ETF SHS VOO	VOO	1,125	$772.7k0.07%	0.07%	Reduced -77	-77 -6.4%
45	PROCTER AND GAMBLE CO COM PG	PG	4,940	$724.4k0.07%	0.07%	Unchanged
46	PRICE T ROWE GROUP INC COM TROW	TROW	6,100	$693.5k0.06%	0.06%	Unchanged
47	MCCORMICK & CO INC COM NON VTG MKC	MKC	13,200	$665.5k0.06%	0.06%	Unchanged
48	PEPSICO INC COM PEP	PEP	4,900	$663.5k0.06%	0.06%	Unchanged
49	BECTON DICKINSON & CO COM BDX	BDX	3,850	$582.6k0.05%	0.05%	Unchanged
50	PFIZER INC COM PFE	PFE	16,600	$399.7k0.04%	0.04%	Unchanged
51	NVIDIA CORPORATION COM NVDA	NVDA	1,869	$374.0k0.03%	0.03%	Reduced -101	-101 -5.1%
52	ORACLE CORP COM ORCL	ORCL	2,459	$360.4k0.03%	0.03%	New
53	J P MORGAN EXCHANGE TRADED F ULTRA SHRT ETF JPST	JPST	6,441	$325.7k0.03%	0.03%	Unchanged
54	MICRON TECHNOLOGY INC COM MU	MU	226	$260.9k0.02%	0.02%	New
55	ADOBE INC COM ADBE	ADBE	1,075	$220.4k0.02%	0.02%	Reduced -16.3k	-16,291 -93.8%
56	SKY HARBOUR GROUP CORPORATIO *W EXP 01/25/202 SKYH.WS	SKYH.WS	60,000	$27.6k0.00%	0.00%	Unchanged

Sold out since Q1 2026

Security	Ticker	Shares held before	Value then
HONEYWELL INTL INC		17,130	$7.7m17.1k shares
COPART INC CPRT	CPRT	74,231	$2.5m74.2k shares
OLD DOMINION FREIGHT LINE IN ODFL	ODFL	6,193	$1.2m6.2k shares
ISHARES TR IVV	IVV	374	$244.3k374 shares
ISHARES TR QUAL	QUAL	1,269	$243.4k1.3k shares
VANECK ETF TRUST GDX	GDX	2,229	$204.6k2.2k shares

Options (notional value)

Underlying	Ticker	Type	Shares controlled	Notional	Change
DANAHER CORPORATION DHR · Call	DHR	Call	1,100	$209.5k1.1k shares	Unchanged