Fund HoldingsIronvine Capital Partners, LLC

Total Portfolio Value
$931.49M
Total Bought
$69.09M
Total Sold
$66.63M
Net Transaction
+$2.46M
Filing Period:
Securities
SharesValue ($K)
Q2 2024
Q3 2024
Change
Q2 2024
Q3 2024
Weight (%)
Change
AMAZON COM INC(AMZN)282,823350,176+67,35354,65665,2487.00%+10,593
HEICO CORP NEW238,202238,973+77142,28648,6935.23%+6,408
LOWES COS INC(LOW)109,326110,027+70124,10229,8013.20%+5,699
AON PLC(AON)106,418106,649+23131,24236,8993.96%+5,657
BERKSHIRE HATHAWAY INC DEL103,512103,734+22242,10947,7455.13%+5,636
THERMO FISHER SCIENTIFIC INC(TMO)77,50077,705+20542,85848,0665.16%+5,208
S&P GLOBAL INC(SPGI)101,18597,434-3,75145,12950,3365.40%+5,208
UNITEDHEALTH GROUP INC(UNH)63,64263,792+15032,41037,2984.00%+4,888
MASTERCARD INCORPORATED(MA)66,99167,115+12429,55433,1413.56%+3,588
MOODYS CORP(MCO)87,67285,262-2,41036,90440,4644.34%+3,561
DANAHER CORPORATION(DHR)103,098103,319+22125,75928,7253.08%+2,966
VISA INC(V)157,159157,523+36441,25043,3114.65%+2,061
APPLE INC(AAPL)79,70380,467+76416,78718,7492.01%+1,962
LABCORP HOLDINGS INC(LH)92,26992,410+14118,77820,6522.22%+1,874
COSTCO WHSL CORP NEW(COST)33,20033,750+55028,22029,9203.21%+1,700
OREILLY AUTOMOTIVE INC(ORLY)16,74816,787+3917,68719,3322.08%+1,645
HEICO CORP NEW(HEI)43,16743,136-319,65311,2791.21%+1,627
UNION PAC CORP(UNP)54,54154,752+21112,34013,4951.45%+1,155
DEERE & CO(DE)21,39621,624+2287,9949,0240.97%+1,030
APPLIED MATLS INC03,932+3,93207940.09%+794
BOSTON OMAHA CORP479,912486,145+6,2336,4607,2290.78%+769
COSTAR GROUP INC(CSGP)470,815472,052+1,23734,90635,6123.82%+705
ANALOG DEVICES INC(ADI)223,232223,721+48950,95551,4945.53%+539
REINSURANCE GRP OF AMERICA I(RGA)02,000+2,00004360.05%+436
J P MORGAN EXCHANGE TRADED F
ULTRA SHRT ETF
06,441+6,44103270.04%+327
ALPHABET INC(GOOG)1,1463,028+1,8822095020.05%+293
OLD DOMINION FREIGHT LINE IN(ODFL)11,35711,568+2112,0062,2980.25%+292
JPMORGAN CHASE & CO.(JPM)30,97230,971-16,2646,5310.70%+266
MCCORMICK & CO INC(MKC)13,20013,20009361,0860.12%+150
ABBOTT LABS14,03714,03701,4591,6000.17%+142
WALGREENS BOOTS ALLIANCE INC010,000+10,0000900.01%+90
SKY HARBOUR GROUP CORPORATIO
*W EXP 01/25/202
60,00060,0000741350.01%+61
GENERAL DYNAMICS CORP(GD)3,9003,90001,1321,1790.13%+47
PROCTER AND GAMBLE CO(PG)4,9404,94008158560.09%+41
VANGUARD INDEX FDS1,2051,20506036360.07%+33
BECTON DICKINSON & CO(BDX)3,8503,85009009280.10%+28
PEPSICO INC(PEP)4,9004,90008088330.09%+25
PFIZER INC(PFE)16,95316,600-3534744800.05%+6
TAIWAN SEMICONDUCTOR MFG LTD(TSM)34,63734,63706,0206,0150.65%-5
BANK AMERICA CORP76,17976,17903,0303,0230.32%-7
PRICE T ROWE GROUP INC(TROW)6,1006,10007036640.07%-39
DISNEY WALT CO(DIS)78,05478,05407,7507,5080.81%-242
INTUIT(INTU)4000-4002630-263
J P MORGAN EXCHANGE TRADED F
ULTRA SHRT ETF
6,4410-6,4413250-325
MICROSOFT CORP(MSFT)199,512200,792+1,28089,17286,4019.28%-2,771
PAYPAL HLDGS INC(PYPL)80,9740-80,9744,6990-4,699
ALPHABET INC(GOOG)324,210319,378-4,83259,46753,3975.73%-6,070
DOLLAR GEN CORP NEW(DG)95,17747,757-47,42012,5854,0390.43%-8,546
ADOBE INC(ADBE)57,57732,916-24,66131,98617,0431.83%-14,943
DOLLAR TREE INC(DLTR)274,303116,182-158,12129,2878,1700.88%-21,117
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