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Real-time 13F holding analysis for the industry's most influential institutional investors. Track conviction shifts, new entries, and structural exits.

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The Ironvine Investment Team — Institutional Investor Profile | Buyside Digest

The Ironvine Investment Team

Institutional Investor • Ironvine Capital Partners

Value

$10.0B

Stocks

49 Stocks

Turnover

0.0%

CIK

0001730478EDGAR ↗

Top Holdings

AMZN(7.35%) HEI.A(5.98%) MSFT(5.44%) V(5.38%) GOOG(5.37%)

Investor Philosophy

Investment philosophy details pending verification.

The Ironvine Investment Team Top Holdings

Ticker	P/C	Company Name	Sector	Market Value	Weight	% Chg
AMZN	None	Amazon.com, Inc.	Consumer Discretionary	$78.0M	7.3%	No Change
HEI.A	None	HEICO Corp.	General	$63.4M	6.0%	No Change
MSFT	None	Microsoft Corporation	Information Technology	$57.7M	5.4%	No Change
V	None	Visa Inc.	Financials	$57.1M	5.4%	No Change
GOOG	None	Alphabet Inc.	Communication Services	$57.0M	5.4%	No Change
ADI	None	Analog Devices Inc	Information Technology	$56.0M	5.3%	No Change
UNP	None	Union Pacific Corp	Industrials	$52.2M	4.9%	No Change
BRK.B	None	Berkshire Hathaway, Inc.	General	$49.1M	4.6%	No Change
AON	None	Aon	Financials	$39.8M	3.8%	No Change
SPGI	None	S&P Global Inc.	Financials	$39.3M	3.7%	No Change

Recent Buys (13F)

Ticker	Amount	% Chg	Weight	Status
No recent buys.

Recent Sells (13F)

Ticker	Amount	% Chg	Weight	Status
No recent sells.

13F Sector Breakdown

Financials21.7%

Information Technology16.9%

General16.1%

Consumer Discretionary12.1%

Industrials10.4%

Sector	Stocks	Value	Exposure
Financials	9	$230.5M	21.7%
Information Technology	7	$179.6M	16.9%
General	7	$171.3M	16.1%
Consumer Discretionary	3	$128.2M	12.1%
Industrials	8	$110.3M	10.4%
Health Care	6	$96.1M	9.1%
Communication Services	3	$89.5M	8.4%
Consumer Staples	4	$36.8M	3.5%
Materials	1	$10.0M	0.9%
Real Estate	1	$8.3M	0.8%