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| Happy Holidays!! thanks for using AUM13F!! |
| Ironvine Capital Partners LLC
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| CRD # | 168892 |
| SEC # | 801-108956 |
| CIK # | 0001730478 |
| AUM | $1.1 B (2025-04-29) |
| Employees | 6 (100% Investors, 0% Brokers) |
| Phone | 402-916-1702 |
| Address | 9290 W Dodge Rd Ste 203 Omaha, NE 68114 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0001730478 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Microsoft Corp | 91.4 | ||
| Amazon Com Inc | 75.1 | ||
| VISA Inc | 53.2 | ||
| McGraw-hill Companies Inc | 50.7 | ||
| Analog Devices Inc | 49.5 | ||
| Alphabet Inc | 41.9 | ||
| Moodys Corp /DE/ | 41.4 | ||
| Mastercard Inc | 37.8 | ||
| Aon Corp | 37.7 | ||
| Costar Group Inc | 35.4 | ||
| Costco Wholesale Corp /NEW | 33.1 | ||
| Thermo Fisher Scientific Inc | 29.6 | ||
| Lowes Companies Inc | 24.4 | ||
| Laboratory Corp of America Holdings | 23.8 | ||
| O Reilly Automotive Inc | 22.8 | ||
| UnitedHealth Group Inc | 22.1 | ||
| Danaher Corp /DE/ | 21.2 | ||
| Union Pacific Corp | 17.7 | ||
| Taiwan Semiconductor Manufacturing Co Ltd | 16.0 | ||
| Apple Inc | 14.4 | ||
| Amphenol Corp /DE/ | 12.6 | ||
| Heico Corp | 12.2 | ||
| Adobe Systems Inc | 10.3 | ||
| Walt Disney Co | 9.5 | ||
| J P Morgan Chase & Co | 9.0 | ||
| Deere & Co | 8.8 | ||
| Applied Materials Inc /DE | 8.6 | ||
| Dollar Tree Inc | 8.3 | ||
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| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 63 | 24.0 |
| (b) Individuals (high net worth individuals) | 65 | 190.3 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 25 | 67.8 |
| (h) Charitable organizations | 4 | 416.5 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 1 | 2.3 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 11 | 397.7 |
| (n) Other | 0 | 0.0 |
| Total | 516 | 1,098.5 |
| By Discretionary | ||
| Discretionary | 516 | 1,098.5 |
| Non-Discretionary | 0 | 0.0 |
| Total | 516 | 1,098.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 1,098.5 | |
| Total | 516 | 1,098.5 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001730478] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Urban Financial Advisory Corp
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|
IL | 1.1 |
|
Greenline Partners LLC
✚
|
NY | 1.1 |
|
Diaphanum Americas LLC
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|
1.1 | |
|
Financial Council LLC
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MD | 1.1 |
|
Monterey Private Wealth Inc
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CA | 1.1 |
|
Absher Wealth Management LLC
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|
NC | 1.1 |
|
Neumeier Poma Investment Counsel LLC
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|
CA | 1.1 |
|
MSH Capital Advisors LLC
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|
AZ | 1.1 |
|
Madison Wealth Partners Inc
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|
WI | 1.1 |
|
Symphony Financial Ltd Co
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|
TX | 1.1 |