Fund HoldingsIronvine Capital Partners, LLC

Total Portfolio Value
$913.00M
Total Bought
$61.59M
Total Sold
$75.51M
Net Transaction
-$13.93M
Filing Period:
Securities
SharesValue ($K)
Q1 2024
Q2 2024
Change
Q1 2024
Q2 2024
Weight (%)
Change
LABCORP HOLDINGS INC(LH)092,269+92,269018,7782.06%+18,778
ALPHABET INC(GOOG)324,807324,210-59749,45559,4676.51%+10,011
DEERE & CO(DE)021,396+21,39607,9940.88%+7,994
ANALOG DEVICES INC(ADI)223,200223,232+3244,14750,9555.58%+6,808
HEICO CORP NEW237,734238,202+46836,59742,2864.63%+5,689
AMAZON COM INC(AMZN)283,505282,823-68251,13954,6565.99%+3,517
ADOBE INC(ADBE)57,47757,577+10029,00331,9863.50%+2,983
COSTCO WHSL CORP NEW(COST)34,59733,200-1,39725,34728,2203.09%+2,873
S&P GLOBAL INC(SPGI)101,295101,185-11043,09645,1294.94%+2,033
MICROSOFT CORP(MSFT)208,199199,512-8,68787,59389,1729.77%+1,578
APPLE INC(AAPL)88,95179,703-9,24815,25316,7871.84%+1,534
MOODYS CORP(MCO)90,10287,672-2,43035,41336,9044.04%+1,491
UNITEDHEALTH GROUP INC(UNH)62,78563,642+85731,06032,4103.55%+1,351
HEICO CORP NEW(HEI)43,61543,167-4488,3309,6531.06%+1,322
TAIWAN SEMICONDUCTOR MFG LTD(TSM)34,63734,63704,7126,0200.66%+1,308
OLD DOMINION FREIGHT LINE IN(ODFL)7,77011,357+3,5871,7042,0060.22%+302
ALPHABET INC(GOOG)01,146+1,14602090.02%+209
BANK AMERICA CORP76,17976,17902,8893,0300.33%+141
GENERAL DYNAMICS CORP(GD)3,9003,90001,1021,1320.12%+30
VANGUARD INDEX FDS1,2051,20505796030.07%+23
JPMORGAN CHASE & CO.(JPM)31,16430,972-1926,2426,2640.69%+22
DANAHER CORPORATION(DHR)103,072103,098+2625,73925,7592.82%+20
PROCTER AND GAMBLE CO(PG)4,9404,94008028150.09%+13
PFIZER INC(PFE)16,95316,95304704740.05%+4
INTUIT(INTU)40040002602630.03%+3
J P MORGAN EXCHANGE TRADED F
ULTRA SHRT ETF
6,4416,44103253250.04%0
SKY HARBOUR GROUP CORPORATIO
*W EXP 01/25/202
60,00060,0000106740.01%-31
PRICE T ROWE GROUP INC(TROW)6,1006,10007447030.08%-40
BOSTON OMAHA CORP420,667479,912+59,2456,5046,4600.71%-44
PEPSICO INC(PEP)4,9004,90008588080.09%-49
BECTON DICKINSON & CO(BDX)3,8503,85009539000.10%-53
MCCORMICK & CO INC(MKC)13,20013,20001,0149360.10%-77
ABBOTT LABS14,03714,03701,5951,4590.16%-137
PAYPAL HLDGS INC(PYPL)81,03880,974-645,4294,6990.51%-730
OREILLY AUTOMOTIVE INC(ORLY)16,54116,748+20718,67317,6871.94%-986
UNION PAC CORP(UNP)54,51654,541+2513,40712,3401.35%-1,067
DISNEY WALT CO(DIS)78,10878,054-549,5577,7500.85%-1,807
THERMO FISHER SCIENTIFIC INC(TMO)77,52977,500-2945,06142,8584.69%-2,203
VISA INC(V)157,342157,159-18343,91141,2504.52%-2,661
MASTERCARD INCORPORATED(MA)66,96866,991+2332,25029,5543.24%-2,696
BERKSHIRE HATHAWAY INC DEL107,342103,512-3,83045,13942,1094.61%-3,031
DOLLAR GEN CORP NEW(DG)102,26795,177-7,09015,96012,5851.38%-3,375
FORTREA HLDGS INC(FTRE)84,2930-84,2933,3840-3,384
LOWES COS INC(LOW)109,282109,326+4427,83724,1022.64%-3,735
AON PLC(AON)108,125106,418-1,70736,08331,2423.42%-4,841
COSTAR GROUP INC(CSGP)453,748470,815+17,06743,83234,9063.82%-8,926
DOLLAR TREE INC(DLTR)287,043274,303-12,74038,22029,2873.21%-8,932
LABORATORY CORP AMER HLDGS92,3250-92,32520,1690-20,169
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