IRONVINE CAPITAL PARTNERS, LLC
Latest 13F filing data - Q4 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | CSGP | 371K | $24.96M |
 | AMZN | 336K | $77.48M |
 | ORLY | 253K | $23.04M |
 | GOOG | 219K | $68.74M |
 | ADI | 184K | $49.89M |
 | MSFT | 154K | $74.66M |
 | APH | 124K | $16.74M |
 | LOW | 110K | $26.57M |
 | AON | 108K | $38.00M |
 | DHR | 107K | $24.55M |
 | DLTR | 83K | $10.25M |
 | MCO | 82K | $41.89M |
 | DIS | 76K | $8.68M |
 | BAC | 76K | $4.19M |
 | TSM | 70K | $21.33M |
 | LH | 66K | $16.44M |
 | AMAT | 46K | $11.93M |
 | COST | 34K | $28.91M |
 | JPM | 31K | $9.98M |
 | ENTG | 26K | $2.18M |
CoStar Group, Inc.
CSGP
Shares Held
371K
Value
$24.96M
Amazon.com, Inc.
AMZN
Shares Held
336K
Value
$77.48M
O'Reilly Automotive, Inc.
ORLY
Shares Held
253K
Value
$23.04M
Alphabet Inc.
GOOG
Shares Held
219K
Value
$68.74M
Analog Devices, Inc.
ADI
Shares Held
184K
Value
$49.89M
Microsoft Corporation
MSFT
Shares Held
154K
Value
$74.66M
Amphenol Corporation
APH
Shares Held
124K
Value
$16.74M
Lowe's Companies, Inc.
LOW
Shares Held
110K
Value
$26.57M
Aon plc
AON
Shares Held
108K
Value
$38.00M
Danaher Corporation
DHR
Shares Held
107K
Value
$24.55M
Dollar Tree, Inc.
DLTR
Shares Held
83K
Value
$10.25M
Moody's Corporation
MCO
Shares Held
82K
Value
$41.89M
The Walt Disney Company
DIS
Shares Held
76K
Value
$8.68M
Bank of America Corporation
BAC
Shares Held
76K
Value
$4.19M
Taiwan Semiconductor Manufacturing Company Limited
TSM
Shares Held
70K
Value
$21.33M
Labcorp Holdings Inc.
LH
Shares Held
66K
Value
$16.44M
Applied Materials, Inc.
AMAT
Shares Held
46K
Value
$11.93M
Costco Wholesale Corporation
COST
Shares Held
34K
Value
$28.91M
JPMorgan Chase & Co.
JPM
Shares Held
31K
Value
$9.98M
Entegris, Inc.
ENTG
Shares Held
26K
Value
$2.18M