Fund HoldingsIronvine Capital Partners, LLC

Total Portfolio Value
$833.84M
Total Bought
$23.81M
Total Sold
$56.57M
Net Transaction
-$32.76M
Filing Period:
Securities
SharesValue ($K)
Q3 2023
Q4 2023
Change
Q3 2023
Q4 2023
Weight (%)
Change
DOLLAR TREE INC(DLTR)299,859280,412-19,44731,92039,8334.78%+7,913
MICROSOFT CORP(MSFT)226,683210,056-16,62771,57578,9899.47%+7,414
S&P GLOBAL INC(SPGI)106,306101,126-5,18038,84544,5485.34%+5,703
MOODYS CORP(MCO)98,02089,963-8,05730,99135,1364.21%+4,145
DOLLAR GEN CORP NEW(DG)106,115111,320+5,20511,22715,1341.81%+3,907
ADOBE INC(ADBE)60,63957,565-3,07430,92034,3434.12%+3,423
HEICO CORP NEW189,570195,470+5,90024,49627,8433.34%+3,347
COSTCO WHSL CORP NEW(COST)34,53434,598+6419,51022,8372.74%+3,327
COSTAR GROUP INC(CSGP)474,007452,356-21,65136,44639,5314.74%+3,085
APPLE INC(AAPL)140,202140,172-3024,00426,9873.24%+2,983
ANALOG DEVICES INC(ADI)235,877222,901-12,97641,30044,2595.31%+2,960
AMAZON COM INC(AMZN)239,894219,014-20,88030,49533,2773.99%+2,782
LABORATORY CORP AMER HLDGS92,18292,289+10718,53320,9762.52%+2,443
UNION PAC CORP(UNP)54,35654,488+13211,06913,3831.61%+2,315
MASTERCARD INCORPORATED(MA)66,83166,943+11226,45928,5523.42%+2,093
LOWES COS INC(LOW)107,307109,247+1,94022,30324,3132.92%+2,010
VISA INC(V)169,838157,034-12,80439,06440,8844.90%+1,819
OREILLY AUTOMOTIVE INC(ORLY)01,711+1,71101,6260.19%+1,626
DANAHER CORPORATION(DHR)90,907102,968+12,06122,55423,8212.86%+1,267
JPMORGAN CHASE & CO(JPM)31,16331,164+14,5195,3010.64%+782
DISNEY WALT CO(DIS)78,11478,11406,3317,0530.85%+722
TAIWAN SEMICONDUCTOR MFG LTD(TSM)34,63734,63703,0103,6020.43%+592
FORTREA HLDGS INC(FTRE)92,20792,275+682,6363,2200.39%+584
BANK AMERICA CORP76,17976,17902,0862,5650.31%+479
THERMO FISHER SCIENTIFIC INC(TMO)80,40077,244-3,15640,69641,0004.92%+304
PAYPAL HLDGS INC(PYPL)81,03881,03804,7374,9770.60%+239
ABBOTT LABS13,95013,95001,3511,5350.18%+184
GENERAL DYNAMICS CORP(GD)3,9003,90008621,0130.12%+151
VANGUARD INDEX FDS1,2051,209+44735280.06%+55
SKY HARBOUR GROUP CORPORATIO
*W EXP 01/25/202
060,000+60,0000450.01%+45
PRICE T ROWE GROUP INC(TROW)6,1006,10006406570.08%+17
OLD DOMINION FREIGHT LINE IN(ODFL)3,8043,870+661,5561,5690.19%+12
PROCTER AND GAMBLE CO(PG)4,9404,94007217240.09%+3
PEPSICO INC(PEP)4,9004,90008308320.10%+2
SKY HARBOUR GROUP CORPORATIO
*W EXP 01/25/202
60,0000-60,000120-12
BECTON DICKINSON & CO(BDX)3,8503,85009959390.11%-57
PFIZER INC(PFE)16,60016,60005514780.06%-73
MCCORMICK & CO INC(MKC)13,20013,20009989030.11%-95
J P MORGAN EXCHANGE TRADED F
ULTRA SHRT ETF
9,4296,441-2,9884733240.04%-150
UNITEDHEALTH GROUP INC(UNH)60,65956,790-3,86930,58429,8983.59%-685
HEICO CORP NEW(HEI)53,98343,836-10,1478,7417,8410.94%-901
ALPHABET INC(GOOG)367,239336,032-31,20748,42047,3575.68%-1,063
BERKSHIRE HATHAWAY INC DEL113,626107,210-6,41639,80338,2384.59%-1,566
VERALTO CORP(VLTO)21,7120-21,7121,8360-1,836
BOSTON OMAHA CORP453,160353,995-99,1657,4275,5680.67%-1,859
AON PLC(AON)115,265107,897-7,36837,37131,4003.77%-5,971
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