Fund HoldingsIronvine Capital Partners, LLC

Total Portfolio Value
$779.37M
Total Bought
$55.55M
Total Sold
$29.33M
Net Transaction
+$26.21M
Filing Period:
Securities
SharesValue ($K)
Q2 2023
Q3 2023
Change
Q2 2023
Q3 2023
Weight (%)
Change
UNITEDHEALTH GROUP INC(UNH)47,65460,659+13,00522,90430,5843.92%+7,679
ALPHABET INC(GOOG)366,267367,239+97244,30748,4206.21%+4,113
FORTREA HLDGS INC(FTRE)092,207+92,20702,6360.34%+2,636
VERALTO CORP(VLTO)021,712+21,71201,8360.24%+1,836
BERKSHIRE HATHAWAY INC DEL113,204113,626+42238,60339,8035.11%+1,201
ADOBE INC(ADBE)61,04960,639-41029,85230,9203.97%+1,067
COSTCO WHSL CORP NEW(COST)34,38634,534+14818,51319,5102.50%+998
DANAHER CORPORATION(DHR)90,44190,907+46621,70622,5542.89%+848
MASTERCARD INCORPORATED(MA)66,55366,831+27826,17526,4593.39%+284
OLD DOMINION FREIGHT LINE IN(ODFL)3,6393,804+1651,3461,5560.20%+211
UNION PAC CORP(UNP)53,92554,356+43111,03411,0691.42%+34
GENERAL DYNAMICS CORP(GD)3,9003,90008398620.11%+23
J P MORGAN EXCHANGE TRADED F
ULTRA SHRT ETF
9,4299,42904734730.06%0
SKY HARBOUR GROUP CORPORATIO
*W EXP 01/25/202
56,50060,000+3,50018120.00%-6
JPMORGAN CHASE & CO(JPM)31,16331,16304,5324,5190.58%-13
VANGUARD INDEX FDS1,2051,20504914730.06%-18
BECTON DICKINSON & CO(BDX)3,8503,85001,0169950.13%-21
PROCTER AND GAMBLE CO(PG)4,9404,94007507210.09%-29
PRICE T ROWE GROUP INC(TROW)6,1006,10006836400.08%-44
PFIZER INC(PFE)16,60016,60006095510.07%-58
PEPSICO INC(PEP)4,9004,90009088300.11%-77
BANK AMERICA CORP76,17976,17902,1862,0860.27%-100
MCCORMICK & CO INC(MKC)13,20013,20001,1519980.13%-153
ABBOTT LABS13,95013,95001,5211,3510.17%-170
BOSTON OMAHA CORP419,730453,160+33,4307,8997,4270.95%-472
TAIWAN SEMICONDUCTOR MFG LTD(TSM)34,63734,63703,4963,0100.39%-486
AMAZON COM INC(AMZN)238,788239,894+1,10631,12830,4953.91%-633
DISNEY WALT CO(DIS)78,06078,114+546,9696,3310.81%-638
PAYPAL HLDGS INC(PYPL)80,97481,038+645,4034,7370.61%-666
HEICO CORP NEW(HEI)53,98553,983-29,5528,7411.12%-811
THERMO FISHER SCIENTIFIC INC(TMO)79,57080,400+83041,51640,6965.22%-820
VISA INC(V)169,378169,838+46040,22439,0645.01%-1,159
DOLLAR TREE INC(DLTR)234,331299,859+65,52833,62631,9204.10%-1,707
LOWES COS INC(LOW)106,952107,307+35524,13922,3032.86%-1,836
HEICO CORP NEW187,719189,570+1,85126,39324,4963.14%-1,897
ANALOG DEVICES INC(ADI)223,717235,877+12,16043,58241,3005.30%-2,283
AON PLC(AON)114,941115,265+32439,67837,3714.80%-2,306
MOODYS CORP(MCO)97,69298,020+32833,96930,9913.98%-2,978
APPLE INC(AAPL)141,828140,202-1,62627,51024,0043.08%-3,506
LABORATORY CORP AMER HLDGS91,86792,182+31522,17018,5332.38%-3,637
S&P GLOBAL INC(SPGI)106,003106,306+30342,49638,8454.98%-3,650
MICROSOFT CORP(MSFT)226,084226,683+59976,99171,5759.18%-5,415
COSTAR GROUP INC(CSGP)472,449474,007+1,55842,04836,4464.68%-5,602
BLACK KNIGHT INC187,1420-187,14211,1780-11,178
DOLLAR GEN CORP NEW(DG)141,340106,115-35,22523,99711,2271.44%-12,770
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