ICP
Ironvine Capital Partners Portfolio holdings
AUM
$1B
1-Year Est. Return
14.89%
1 Year Est. Return
+14.89%
AUM
$1B
AUM Growth
+$39.6M
(+4.1%)
Holding
53
Top Buys
| 1 | +$6.79M | |
| 2 | +$2.17M | |
| 3 | +$1.61M | |
| 4 |
Watsco Inc
WSO
|
+$577K |
| 5 |
Honeywell
HON
|
+$148K |
Top Sells
| 1 | +$4.12M | |
| 2 | +$1.86M | |
| 3 | +$1.04M | |
| 4 |
CoStar Group
CSGP
|
+$850K |
| 5 |
Berkshire Hathaway Class B
BRK.B
|
+$695K |
Sector Composition
| 1 | Financials | 27.66% |
| 2 | Technology | 22.61% |
| 3 | Consumer Discretionary | 12.85% |
| 4 | Industrials | 11.85% |
| 5 | Healthcare | 10.37% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
51
iShares Core S&P 500 ETF
IVV
$698B
| $246K | 0.02% |
368
+2
|
|
||
52
Intuit
INTU
$182B
| $200K | 0.02% |
293
|
|
||
53
Sky Harbour Group Warrants
SKYH.WS
$31M
| $90.6K | 0.01% |
60,000
|
|