Ironvine Capital Partners, LLC Diversified Active

Location: Omaha, NE

CIK: 0001730478 · Show all filings

Period: Q4 2025 (← Previous) (Next →)

Filing Date: Feb 13, 2026

Total Value: $999M (100.0% shares, 0.0% debt)

Holdings (53)

AMZN AMAZON COM INC 7.8%
Value $77.48M Shares 335,683 Est. Cost $142.77 Unrealized +60.3%
MSFT MICROSOFT CORP 7.5%
Value $74.66M Shares 154,382 Est. Cost $156.03 Unrealized +220.8%
GOOG ALPHABET INC 6.9%
Value $68.74M Shares 219,061 Est. Cost $108.82 Unrealized +163.1%
HEI/A HEICO CORP NEW 5.9%
Value $59.13M Shares 234,260 Est. Cost $103.98 Unrealized +137.5%
V VISA INC 5.2%
Value $51.77M Shares 147,605 Est. Cost $164.28 Unrealized +107.2%
SPGI S&P GLOBAL INC 5.0%
Value $49.98M Shares 95,646 Est. Cost $207.95 Unrealized +137.7%
ADI ANALOG DEVICES INC 5.0%
Value $49.89M Shares 183,944 Est. Cost $111.99 Unrealized +123.8%
BRK/B BERKSHIRE HATHAWAY INC DEL 4.9%
Value $49.36M Shares 98,204 Est. Cost $212.63 Unrealized +134.0%
UNP UNION PAC CORP 4.3%
Value $43.17M Shares 186,641 Est. Cost $214.97 Unrealized +5.7%
MCO MOODYS CORP 4.2%
Value $41.89M Shares 81,997 Est. Cost $164.55 Unrealized +196.2%
MA MASTERCARD INCORPORATED 3.8%
Value $38.11M Shares 66,760 Est. Cost $231.49 Unrealized +141.5%
AON AON PLC 3.8%
Value $38M Shares 107,680 Est. Cost $236.47 Unrealized +47.7%
TMO THERMO FISHER SCIENTIFIC INC 3.7%
Value $37.4M Shares 64,538 Est. Cost $368.22 Unrealized +53.5%
COST COSTCO WHSL CORP NEW 2.9%
Value $28.91M Shares 33,523 Est. Cost $193.76 Unrealized +367.5%
LOW LOWES COS INC 2.7%
Value $26.57M Shares 110,167 Est. Cost $83.39 Unrealized +187.6%
CSGP COSTAR GROUP INC 2.5%
Value $24.96M Shares 371,224 Est. Cost $78.28 Unrealized -9.5%
DHR DANAHER CORPORATION 2.5%
Value $24.55M Shares 107,260 Est. Cost $159.97 Unrealized +37.2%
ORLY OREILLY AUTOMOTIVE INC 2.3%
Value $23.04M Shares 252,609 Est. Cost $89.72 Unrealized +8.9%
UNH UNITEDHEALTH GROUP INC 2.1%
Value $21.48M Shares 65,058 Est. Cost $455.78 Unrealized -26.0%
TSM TAIWAN SEMICONDUCTOR MFG LTD 2.1%
Value $21.33M Shares 70,205 Est. Cost $136.62 Unrealized
APH AMPHENOL CORP NEW 1.7%
Value $16.74M Shares 123,866 Est. Cost $68.48 Unrealized +95.0%
LH LABCORP HOLDINGS INC 1.6%
Value $16.44M Shares 65,549 Est. Cost $199.50 Unrealized +32.9%
AMAT APPLIED MATLS INC 1.2%
Value $11.93M Shares 46,419 Est. Cost $176.74 Unrealized +35.5%
HEI HEICO CORP NEW 1.1%
Value $11.27M Shares 34,822 Est. Cost $110.90 Unrealized +184.9%
DLTR DOLLAR TREE INC 1.0%
Value $10.25M Shares 83,330 Est. Cost $112.79 Unrealized -5.0%
JPM JPMORGAN CHASE & CO. 1.0%
Value $9.979M Shares 30,971 Est. Cost $95.39 Unrealized +224.5%
DIS DISNEY WALT CO 0.9%
Value $8.677M Shares 76,266 Est. Cost $118.30 Unrealized -7.4%
DE DEERE & CO 0.8%
Value $7.67M Shares 16,475 Est. Cost $380.35 Unrealized +23.0%
ASML ASML HOLDING N V 0.7%
Value $7.322M Shares 6,844 Est. Cost $968.09 Unrealized
HON HONEYWELL INTL INC 0.7%
Value $6.701M Shares 34,346 Est. Cost $198.80 Unrealized -1.9%
AAPL APPLE INC 0.6%
Value $6.235M Shares 22,936 Est. Cost $93.49 Unrealized +187.0%
ADBE ADOBE INC 0.6%
Value $6.078M Shares 17,366 Est. Cost $510.95 Unrealized -33.4%
BOC BOSTON OMAHA CORP 0.6%
Value $5.588M Shares 451,714 Est. Cost $19.54 Unrealized -33.3%
BAC BANK AMERICA CORP 0.4%
Value $4.19M Shares 76,179 Est. Cost $25.74 Unrealized +104.6%
WSO WATSCO INC 0.3%
Value $3.25M Shares 9,646 Est. Cost $458.61 Unrealized -22.1%
ENTG ENTEGRIS INC 0.2%
Value $2.176M Shares 25,831 Est. Cost $100.40 Unrealized -13.6%
META META PLATFORMS INC 0.2%
Value $1.803M Shares 2,732 Est. Cost $617.26 Unrealized +8.1%
ABT ABBOTT LABS 0.2%
Value $1.759M Shares 14,037 Est. Cost $52.58 Unrealized +142.1%
BRO BROWN & BROWN INC 0.2%
Value $1.591M Shares 19,968 Est. Cost $95.26 Unrealized -12.5%
ODFL OLD DOMINION FREIGHT LINE IN 0.2%
Value $1.509M Shares 9,626 Est. Cost $184.47 Unrealized -22.4%
GD GENERAL DYNAMICS CORP 0.1%
Value $1.313M Shares 3,900 Est. Cost $181.99 Unrealized +87.3%
MKC MCCORMICK & CO INC 0.1%
Value $899K Shares 13,200 Est. Cost $64.29 Unrealized +2.5%
VOO VANGUARD INDEX FDS 0.1%
Value $754K Shares 1,202 Est. Cost $383.46 Unrealized
BDX BECTON DICKINSON & CO 0.1%
Value $747K Shares 3,850 Est. Cost $194.57 Unrealized -2.6%
PG PROCTER AND GAMBLE CO 0.1%
Value $708K Shares 4,940 Est. Cost $71.69 Unrealized +105.3%
PEP PEPSICO INC 0.1%
Value $703K Shares 4,900 Est. Cost $89.05 Unrealized +63.8%
TROW PRICE T ROWE GROUP INC 0.1%
Value $625K Shares 6,100 Est. Cost $76.17 Unrealized +34.2%
PFE PFIZER INC 0.0%
Value $413K Shares 16,600 Est. Cost $24.54 Unrealized +2.0%
NVDA NVIDIA CORPORATION 0.0%
Value $351K Shares 1,880 Est. Cost $186.13 Unrealized 0.0%
JPST J P MORGAN EXCHANGE TRADED F 0.0%
Value $326K Shares 6,441 Est. Cost $50.76 Unrealized
IVV ISHARES TR 0.0%
Value $256K Shares 374 Est. Cost $565.46 Unrealized
QUAL ISHARES TR 0.0%
Value $255K Shares 1,286 Est. Cost $178.64 Unrealized
SKYH/WS SKY HARBOUR GROUP CORPORATIO 0.0%
Value $38,766 Shares 60,000 Est. Cost $0.40 Unrealized