Fund HoldingsIronvine Capital Partners, LLC

Total Portfolio Value
$933.28M
Total Bought
$29.31M
Total Sold
$58.77M
Net Transaction
-$29.46M
Filing Period:
Securities
SharesValue ($K)
Q3 2024
Q4 2024
Change
Q3 2024
Q4 2024
Weight (%)
Change
AMAZON COM INC(AMZN)350,176345,588-4,58865,24875,8198.12%+10,570
ALPHABET INC(GOOG)319,378317,193-2,18553,39760,4066.47%+7,009
VISA INC(V)157,523157,985+46243,31149,9305.35%+6,619
APPLIED MATLS INC3,93231,854+27,9227945,1800.56%+4,386
TAIWAN SEMICONDUCTOR MFG LTD(TSM)34,63752,143+17,5066,01510,2981.10%+4,282
ENTEGRIS INC(ENTG)025,975+25,97502,5730.28%+2,573
MASTERCARD INCORPORATED(MA)67,11567,078-3733,14135,3213.78%+2,180
AON PLC(AON)106,649106,937+28836,89938,4074.12%+1,508
APPLE INC(AAPL)80,46780,351-11618,74920,1212.16%+1,373
DISNEY WALT CO(DIS)78,05476,266-1,7887,5088,4920.91%+984
COSTCO WHSL CORP NEW(COST)33,75033,726-2429,92030,9023.31%+982
JPMORGAN CHASE & CO.(JPM)30,97130,97106,5317,4240.80%+894
OREILLY AUTOMOTIVE INC(ORLY)16,78716,783-419,33219,9012.13%+569
LABCORP HOLDINGS INC(LH)92,41092,372-3820,65221,1832.27%+531
DANAHER CORPORATION(DHR)103,319127,225+23,90628,72529,2043.13%+480
BANK AMERICA CORP76,17976,17903,0233,3480.36%+325
ISHARES TR
MSCI USA QLT FCT
01,137+1,13702020.02%+202
DEERE & CO(DE)21,62421,759+1359,0249,2190.99%+195
ALPHABET INC(GOOG)3,0283,026-25025730.06%+71
SKY HARBOUR GROUP CORPORATIO
*W EXP 01/25/202
60,00060,00001351750.02%+40
PRICE T ROWE GROUP INC(TROW)6,1006,10006646900.07%+25
VANGUARD INDEX FDS1,2051,202-36366480.07%+12
J P MORGAN EXCHANGE TRADED F
ULTRA SHRT ETF
6,4416,44103273240.03%-2
ABBOTT LABS14,03714,03701,6001,5880.17%-13
PROCTER AND GAMBLE CO(PG)4,9404,94008568280.09%-27
PFIZER INC(PFE)16,60016,60004804400.05%-40
BECTON DICKINSON & CO(BDX)3,8503,85009288730.09%-55
MCCORMICK & CO INC(MKC)13,20013,20001,0861,0060.11%-80
PEPSICO INC(PEP)4,9004,90008337450.08%-88
WALGREENS BOOTS ALLIANCE INC10,0000-10,000900-90
GENERAL DYNAMICS CORP(GD)3,9003,90001,1791,0280.11%-151
BOSTON OMAHA CORP486,145495,791+9,6467,2297,0300.75%-199
MOODYS CORP(MCO)85,26284,985-27740,46440,2294.31%-235
OLD DOMINION FREIGHT LINE IN(ODFL)11,56811,271-2972,2981,9880.21%-310
DOLLAR GEN CORP NEW(DG)47,75747,749-84,0393,6200.39%-418
REINSURANCE GRP OF AMERICA I(RGA)2,0000-2,0004360-436
BERKSHIRE HATHAWAY INC DEL103,734103,727-747,74547,0175.04%-727
HEICO CORP NEW(HEI)43,13642,988-14811,27910,2201.10%-1,059
UNION PAC CORP(UNP)54,75254,496-25613,49512,4271.33%-1,068
DOLLAR TREE INC(DLTR)116,18283,531-32,6518,1706,2600.67%-1,910
S&P GLOBAL INC(SPGI)97,43497,224-21050,33648,4205.19%-1,916
MICROSOFT CORP(MSFT)200,792200,050-74286,40184,3219.03%-2,080
COSTAR GROUP INC(CSGP)472,052466,711-5,34135,61233,4123.58%-2,200
LOWES COS INC(LOW)110,027109,971-5629,80127,1412.91%-2,660
ANALOG DEVICES INC(ADI)223,721223,712-951,49447,5305.09%-3,964
HEICO CORP NEW238,973239,504+53148,69344,5674.78%-4,126
UNITEDHEALTH GROUP INC(UNH)63,79264,359+56737,29832,5573.49%-4,741
ADOBE INC(ADBE)32,91626,593-6,32317,04311,8251.27%-5,218
THERMO FISHER SCIENTIFIC INC(TMO)77,70572,789-4,91648,06637,8674.06%-10,199
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