Fund HoldingsIronvine Capital Partners, LLC

Total Portfolio Value
$911.94M
Total Bought
$82.62M
Total Sold
$34.32M
Net Transaction
+$48.30M
Filing Period:
Securities
SharesValue ($K)
Q4 2023
Q1 2024
Change
Q4 2023
Q1 2024
Weight (%)
Change
AMAZON COM INC(AMZN)219,014283,505+64,49133,27751,1395.61%+17,862
OREILLY AUTOMOTIVE INC(ORLY)1,71116,541+14,8301,62618,6732.05%+17,047
HEICO CORP NEW195,470237,734+42,26427,84336,5974.01%+8,754
MICROSOFT CORP(MSFT)210,056208,199-1,85778,98987,5939.61%+8,604
BERKSHIRE HATHAWAY INC DEL107,210107,342+13238,23845,1394.95%+6,902
AON PLC(AON)107,897108,125+22831,40036,0833.96%+4,683
COSTAR GROUP INC(CSGP)452,356453,748+1,39239,53143,8324.81%+4,301
THERMO FISHER SCIENTIFIC INC(TMO)77,24477,529+28541,00045,0614.94%+4,060
MASTERCARD INCORPORATED(MA)66,94366,968+2528,55232,2503.54%+3,698
LOWES COS INC(LOW)109,247109,282+3524,31327,8373.05%+3,524
VISA INC(V)157,034157,342+30840,88443,9114.82%+3,027
COSTCO WHSL CORP NEW(COST)34,59834,597-122,83725,3472.78%+2,509
DISNEY WALT CO(DIS)78,11478,108-67,0539,5571.05%+2,504
ALPHABET INC(GOOG)336,032324,807-11,22547,35749,4555.42%+2,098
DANAHER CORPORATION(DHR)102,968103,072+10423,82125,7392.82%+1,919
UNITEDHEALTH GROUP INC(UNH)56,79062,785+5,99529,89831,0603.41%+1,162
TAIWAN SEMICONDUCTOR MFG LTD(TSM)34,63734,63703,6024,7120.52%+1,110
JPMORGAN CHASE & CO(JPM)31,16431,16405,3016,2420.68%+941
BOSTON OMAHA CORP353,995420,667+66,6725,5686,5040.71%+935
DOLLAR GEN CORP NEW(DG)111,320102,267-9,05315,13415,9601.75%+826
HEICO CORP NEW(HEI)43,83643,615-2217,8418,3300.91%+490
PAYPAL HLDGS INC(PYPL)81,03881,03804,9775,4290.60%+452
BANK AMERICA CORP76,17976,17902,5652,8890.32%+324
MOODYS CORP(MCO)89,96390,102+13935,13635,4133.88%+277
INTUIT(INTU)0400+40002600.03%+260
FORTREA HLDGS INC(FTRE)92,27584,293-7,9823,2203,3840.37%+163
OLD DOMINION FREIGHT LINE IN(ODFL)3,8707,770+3,9001,5691,7040.19%+135
MCCORMICK & CO INC(MKC)13,20013,20009031,0140.11%+111
GENERAL DYNAMICS CORP(GD)3,9003,90001,0131,1020.12%+89
PRICE T ROWE GROUP INC(TROW)6,1006,10006577440.08%+87
PROCTER AND GAMBLE CO(PG)4,9404,94007248020.09%+78
SKY HARBOUR GROUP CORPORATIO
*W EXP 01/25/202
60,00060,0000451060.01%+61
ABBOTT LABS13,95014,037+871,5351,5950.17%+60
VANGUARD INDEX FDS1,2091,205-45285790.06%+51
PEPSICO INC(PEP)4,9004,90008328580.09%+25
UNION PAC CORP(UNP)54,48854,516+2813,38313,4071.47%+24
BECTON DICKINSON & CO(BDX)3,8503,85009399530.10%+14
J P MORGAN EXCHANGE TRADED F
ULTRA SHRT ETF
6,4416,44103243250.04%+1
PFIZER INC(PFE)16,60016,953+3534784700.05%-7
ANALOG DEVICES INC(ADI)222,901223,200+29944,25944,1474.84%-112
LABORATORY CORP AMER HLDGS92,28992,325+3620,97620,1692.21%-807
S&P GLOBAL INC(SPGI)101,126101,295+16944,54843,0964.73%-1,452
DOLLAR TREE INC(DLTR)280,412287,043+6,63139,83338,2204.19%-1,613
ADOBE INC(ADBE)57,56557,477-8834,34329,0033.18%-5,340
APPLE INC(AAPL)140,17288,951-51,22126,98715,2531.67%-11,734
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