Ironvine Capital Partners, LLC Portfolio Holdings

Ironvine Capital Partners, LLC

  • $921 Million
  • Q3 2025

Ironvine Capital Partners, LLC has filed its 13F form on November 14, 2025 for Q3 2025 where it was disclosed a total value porftolio of $921 Million distributed in 53 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Microsoft Corp with a value of $94.6M, Amazon Com Inc with a value of $74.2M, Alphabet Inc. with a value of $57.6M, Analog Devices Inc with a value of $51M, and Visa Inc. with a value of $50.7M.

Examining the 13F form we can see an increase of $40.4M in the current position value, from $880M to 921M.

Ironvine Capital Partners, LLC is based out at Omaha, NE

Below you can find more details about Ironvine Capital Partners, LLC portfolio as well as his latest detailed transactions.

Portfolio value $921 Million
Financial Services: $278 Million
Technology: $227 Million
Consumer Cyclical: $129 Million
Healthcare: $80 Million
Communication Services: $74.4 Million
Industrials: $53.3 Million
Consumer Defensive: $41.2 Million
Real Estate: $36.3 Million
Other: $1.56 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.78T
$94.6 Million 10.28% of portfolio
182,700
Q3 2025 Reduced 0.6%
$2.39T
$74.2 Million 8.05% of portfolio
337,763
Q3 2025 Reduced 1.38%
$1.74T
$57.6 Million 6.25% of portfolio
236,328
Q3 2025 Reduced -0.0%
$118B
$51 Million 5.54% of portfolio
207,649
Q3 2025 Reduced 0.18%
$533B
$50.7 Million 5.51% of portfolio
148,555
Q3 2025 Reduced 0.9%
$662B
$49.7 Million 5.4% of portfolio
98,942
Q3 2025 Reduced 1.38%
$159B
$46.7 Million 5.08% of portfolio
96,012
Q3 2025 Reduced 0.19%
$87.8B
$39.2 Million 4.26% of portfolio
82,334
Q3 2025 Reduced 0.22%
$512B
$38 Million 4.12% of portfolio
66,725
Q3 2025 Reduced 0.81%
$72.4B
$37.6 Million 4.08% of portfolio
105,375
Q3 2025 Reduced 0.35%
$27.7B
$36.3 Million 3.94% of portfolio
430,334
Q3 2025 Reduced 2.29%
$222B
$31.3 Million 3.4% of portfolio
64,559
Q3 2025 Reduced 11.62%
$404B
$31 Million 3.36% of portfolio
33,445
Q3 2025 Added 0.01%
$140B
$27.7 Million 3.01% of portfolio
110,109
Q3 2025 Added 0.01%
$6.2B
$27.2 Million 2.96% of portfolio
252,421
Q3 2025 Reduced 0.21%
$300B
$24.4 Million 2.65% of portfolio
70,647
Q3 2025 Reduced 0.11%
$136B
$20.3 Million 2.21% of portfolio
85,940
Q3 2025 Added 11.99%
$1.46T
$19.7 Million 2.14% of portfolio
70,526
Q3 2025 Reduced 0.33%
$4.3T
$17.8 Million 1.93% of portfolio
69,918
Q3 2025 Reduced 0.24%
$79.6B
$15.6 Million 1.69% of portfolio
126,084
Q3 2025 Reduced 0.99%
$17.1B
$11.5 Million 1.25% of portfolio
35,727
Q3 2025 Reduced 3.64%
$881B
$9.77 Million 1.06% of portfolio
30,971
Q3 2024 Reduced -0.0%
$197B
$9.59 Million 1.04% of portfolio
46,844
Q3 2025 Reduced 0.38%
$151B
$9.38 Million 1.02% of portfolio
26,593
Q4 2024 Reduced 19.21%
$193B
$8.73 Million 0.95% of portfolio
76,266
Q4 2024 Reduced 2.29%
$23.5B
$7.87 Million 0.85% of portfolio
83,348
Q2 2025 Reduced 0.18%
$144B
$7.72 Million 0.84% of portfolio
16,881
Q3 2025 Reduced 1.9%
$132B
$7.07 Million 0.77% of portfolio
33,581
Q3 2025 Added 2.14%
$405B
$6.79 Million 0.74% of portfolio
7,011
Q3 2025 New
$330M
$6.14 Million 0.67% of portfolio
469,477
Q3 2025 Reduced 0.87%
$413B
$3.93 Million 0.43% of portfolio
76,179
Q2 2023 Reduced 50.1%
$11.4B
$3.97 Million 0.43% of portfolio
9,809
Q3 2025 Added 17.02%
$11.7B
$2.39 Million 0.26% of portfolio
25,882
Q3 2025 Reduced 22.22%
$1.37T
$1.98 Million 0.22% of portfolio
2,697
Q3 2025 Added 0.04%
$228B
$1.88 Million 0.2% of portfolio
14,037
Q1 2024 Added 0.62%
$22.8B
$1.61 Million 0.18% of portfolio
17,196
Q3 2025 New
$14.8B
$1.36 Million 0.15% of portfolio
9,687
Q3 2025 Reduced 14.56%
$94.5B
$1.33 Million 0.14% of portfolio
3,900
Q4 2019 New
$16.4B
$883,000 0.1% of portfolio
13,200
Q4 2020 Added 100.0%
$54.5B
$720,000 0.08% of portfolio
3,850
Q4 2019 New
$0
$736,000 0.08% of portfolio
1,202
Q4 2024 Reduced 0.25%
$346B
$759,000 0.08% of portfolio
4,940
Q2 2021 Reduced 80.32%
$23B
$626,000 0.07% of portfolio
6,100
Q1 2023 Reduced 46.96%
$204B
$688,000 0.07% of portfolio
4,900
Q2 2021 Reduced 73.96%
$141B
$422,000 0.05% of portfolio
16,600
Q3 2024 Reduced 2.08%
$0
$326,000 0.04% of portfolio
6,441
Q4 2023 Reduced 31.69%
$0
$247,000 0.03% of portfolio
1,275
Q3 2025 Added 3.91%
$0
$246,000 0.03% of portfolio
368
Q3 2025 Added 0.55%
$182B
$200,000 0.02% of portfolio
293
Q2 2025 New

Summary

  • Portfolio
  • No. of Stocks 53
  • Current Value $921 Million
  • Prior Value $880 Million
  • Filing
  • Period Q3 2025
  • Filing Date November 14, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 2 stocks
  • Additional Purchases 8 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 26 stocks
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