9AT: IRONVINE CAPITAL PARTNERS, LLC

IRONVINE CAPITAL PARTNERS, LLC

IRONVINE CAPITAL PARTNERS, LLC

Adviser Profile

As of Date	05/13/2026
Registration	SEC, Approved, 01/23/2017
Other registrations (2)	Nebraska, Terminated, 01/30/2017 Washington, Terminated, 01/25/2017
ADV Location	OMAHA, NE, United States
Contact Info	402 xxxxxxx
Websites

AUM^*	1,143,727,875 4%
of that, discretionary	1,143,727,875 4%
Number of Employees	5 -17%
of those in investment advisory functions	5 -17%
Private Fund GAV^*	0
Avg Account Size	2,145,831 1%
% High Net Worth	35.88% -7%
SMA’s	Yes
Private Funds	0

Adviser Type

- Large advisory firm

Client Types

- Individuals (other than high net worth individuals)
- High net worth individuals
- Pension and profit sharing plans
- Charitable organizations
- Insurance companies
- Corporations or other businesses not listed above

Advisory Activities

- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses
- Pension consulting services

Compensation Arrangments

- A percentage of assets under your management

Reported AUM

1B 980M 817M 654M 490M 327M 163M

2017 2018 2019 2020 2021 2022 2023 2024 2025 2026

Discretionary

Non-discretionary

Private Funds

No private funds

Employees

Top Holdings

Stock Ticker	Stock Name	$ Position	% Position	$ Change	# Change
Stck Ticker023135106	Stock NameAMAZON COM INC	$ Position$78,012,972	% Position7.00%	$ Change12.00%	# Change-2.00%
Stck Ticker422806208	Stock NameHEICO CORP NEW	$ Position$63,399,178	% Position6.00%	$ Change28.00%	# Change5.00%
Stck Ticker032654105	Stock NameANALOG DEVICES INC	$ Position$56,035,524	% Position5.00%	$ Change0.00%	# Change-20.00%
Stck Ticker084670702	Stock NameBERKSHIRE HATHAWAY INC DEL	$ Position$49,078,752	% Position5.00%	$ Change6.00%	# Change1.00%
Stck Ticker02079K107	Stock NameALPHABET INC	$ Position$56,998,136	% Position5.00%	$ Change-9.00%	# Change-26.00%
Stck Ticker594918104	Stock NameMICROSOFT CORP	$ Position$57,695,991	% Position5.00%	$ Change0.00%	# Change0.00%
Stck Ticker907818108	Stock NameUNION PAC CORP	$ Position$52,176,400	% Position5.00%	$ Change15.00%	# Change3.00%
Stck Ticker92826C839	Stock NameVISA INC	$ Position$57,102,527	% Position5.00%	$ Change28.00%	# Change13.00%
Stck Ticker78409V104	Stock NameS&P GLOBAL INC	$ Position$39,258,642	% Position4.00%	$ Change-5.00%	# Change0.00%
Stck Ticker615369105	Stock NameMOODYS CORP	$ Position$38,588,784	% Position4.00%	$ Change8.00%	# Change4.00%

Brochure Summary

Overview

Advisory Business Ironvine Capital Partners, LLC is an investment adviser with its principal place of business in Omaha, NE. The Firm also has an office in Kirkland, Washington. The Adviser commenced operations in 2013 and is owned by Matt Barnes, Ryan Mendlik and David Perkins. Ironvine Capital Partners, LLC offers investment management services and retirement plan consulting and advisory services. Investment Management Ironvine provides investment management services to clients, primarily via two GIPS Compliant equity strategies— Ironvine Concentrated Equity and Ironvine Core Equity. Collectively these strategies are referred to as the “Ironvine Strategies.” Ironvine employs “bottom-up” fundamental analysis to identify and research investment opportunities. Please refer to the Investment Strategies, Methods of Analysis, and Risk of Loss section for a more detailed description of Ironvine’s investment strategy. Retirement Plan Investment Consulting and Advisory Services Ironvine also provides retirement plan services for clients that sponsor

and maintain employee benefit plans subject to the Employee Retirement Income Security Act of 1974, as amended (“ERISA”), or other qualified retirement plans. These services may include both fiduciary services and non-fiduciary services. We tailor our services to the individual needs of clients based on information clients provide us at the onset of the relationship. In certain situations, we assist clients with establishing a forward- looking financial plan focused on cash flow and retirement assets. We do not charge separately for our financial planning services. Our investment management services are typically suited for investors who are comfortable investing in concentrated investment strategies that hold a limited number of equity positions. Our services may not be suitable for every investor. Clients may impose restrictions on investing in certain securities or types of securities. We do not offer a wrap fee program. As of December 31, 2023 we had $942,566,873 of assets under management, all of which was managed on a discretionary basis.