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CIK: 0000764112
Total reported value
$529.5M
$529.5M
57 檔
37.1%
The Q2 2026 SEC filing reveals that Kirr Marbach & Co LLC /in/ held a total portfolio value of $529.5M, covering 57 public equity positions.
Kirr Marbach & Co LLC /in/ executed strategic sector rebalancing during Q2 2026, establishing 2 new positions while fully exiting 2 holdings and trimming 24 positions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | MTZ | Mastec Inc | Stock-Industrials | 9.37% | -4.06% | -16.52% | |
| 2 | EME | Emcor Group Inc | Stock-Industrials | 8.10% | -0.17% | -0.67% | |
| 3 | AVGO | Broadcom Inc | Stock-Tech | 5.88% | +0.22% | -0.22% | |
| 4 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 5.39% | +0.39% | +0.04% | |
| 5 | VST | Vistra CORP | Stock-Utilities | 4.35% | -0.13% | -0.24% | |
| 6 | AZO | Autozone Inc | Stock-Consumer Disc | 3.94% | -0.07% | -0.81% | |
| 7 | BSCQ | Invesco Bulletshares 2026 Cb | ETF-Other | 3.24% | +0.25% | -3.56% | |
| 8 | RSG | Republic Services Inc | Stock-Industrials | 3.10% | +0.27% | -2.40% | |
| 9 | GNRC | Generac Holdings Inc | Stock-Industrials | 2.97% | -1.14% | +3.80% | |
| 10 | MOG-A | Moog Inc-class A | Stock-Other | 2.76% | +0.06% | +5.04% | |
| 11 | MKL | Markel Group Inc | Stock-Financials | 2.67% | -0.06% | +0.15% | |
| 12 | CP | Canadian Pacific Kansas City | Stock-Industrials | 2.50% | +0.24% | +0.02% | |
| 13 | BSCR | Invesco Bulletshares 2027 Cb | ETF-Other | 2.49% | +0.37% | -2.27% | |
| 14 | RPRX | Royalty Pharma plc | Stock-Healthcare | 2.26% | +0.38% | +0.66% | |
| 15 | CIGI | Colliers Intl Gr-subord Vot | Stock-Other | 2.20% | +0.14% | +0.19% | |
| 16 | BSCS | Invesco Bulletshares 2028 Cb | ETF-Other | 2.18% | +0.36% | -1.38% | |
| 17 | MPC | Marathon Petroleum CORP | Stock-Energy | 2.15% | -0.38% | -0.08% | |
| 18 | DLTR | Dollar Tree Inc | Stock-Consumer Staples | 2.13% | +0.10% | +0.20% | |
| 19 | BSCT | Invesco Bulletshares 2029 Cb | ETF-Other | 2.12% | +0.39% | -0.45% | |
| 20 | ATEX | Anterix Inc | Stock-Other | 2.01% | -0.28% | +1.98% | |
| 21 | BN | Brookfield CORP | Stock-Financials | 1.96% | -0.10% | -0.10% | |
| 22 | SSNC | Ss&c Technologies Holdings | Stock-Tech | 1.96% | +0.76% | -0.10% | |
| 23 | APG | Api Group CORP | Stock-Industrials | 1.95% | +0.02% | +0.02% | |
| 24 | BSCU | Invesco Bulletshares 2030 Cb | ETF-Other | 1.93% | +0.45% | +0.02% | |
| 25 | BCO | Brink's Co/the | Stock-Industrials | 1.53% | +0.29% | -0.07% | |
| 26 | LYV | Live Nation Entertainment In | Stock-Comm Services | 1.52% | +0.04% | -0.05% | |
| 27 | GXO | Gxo Logistics Inc | Stock-Industrials | 1.51% | -0.03% | +2.24% | |
| 28 | LRN | Stride Inc | Stock-Consumer Staples | 1.49% | +0.01% | +0.35% | |
| 29 | BSCV | Invesco Bulletshares 2031 Cb | ETF-Other | 1.35% | +0.80% | -0.64% | |
| 30 | CROX | Crocs Inc | Stock-Consumer Disc | 1.17% | +0.10% | -0.01% | |
| 31 | VC | Visteon CORP | Stock-Other | 1.16% | -0.03% | -0.61% | |
| 32 | SARO | Standardaero Inc | Stock-Other | 1.16% | -0.23% | +17.67% | |
| 33 | ICUI | Icu Medical Inc | Stock-Other | 1.12% | +0.26% | +2.72% | |
| 34 | CXT | Crane Nxt Co | Stock-Industrials | 1.00% | +0.07% | +3.26% | |
| 35 | BOOT | Boot Barn Holdings Inc | Stock-Consumer Disc | 0.96% | -0.14% | — | |
| 36 | AMRZ | Amrize Ltd | Stock-Materials | 0.82% | -0.82% | EXIT | |
| 37 | ✓ | Aebi Schmidt Hldg AG | Stock-Other | 0.74% | -0.04% | -0.42% | |
| 38 | BJ | Bj's Wholesale Club Holdings | Stock-Consumer Staples | 0.71% | -0.72% | EXIT | |
| 39 | XOM | Exxon Mobil CORP | Stock-Energy | 0.70% | -0.70% | EXIT | |
| 40 | CHRW | C.h. Robinson Worldwide Inc | Stock-Industrials | 0.67% | -0.07% | +0.14% | |
| 41 | BAM | Brookfield Asset Mgmt-a | Stock-Financials | 0.49% | +0.06% | +9.15% | |
| 42 | PTON | Peloton Interactive Inc-a | Stock-Consumer Disc | 0.48% | -0.02% | +0.22% | |
| 43 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.43% | +0.03% | — | |
| 44 | ET | Energy Transfer LP | Stock-Energy | 0.31% | +0.04% | -1.45% | |
| 45 | CMI | Cummins Inc | Stock-Industrials | 0.22% | -0.04% | +30.96% | |
| 46 | TY | Tri-continental CORP | Stock-Other | 0.12% | +0.01% | — | |
| 47 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.09% | +0.01% | — | |
| 48 | SKWD | Skyward Specialty Insurance | Stock-Other | 0.09% | — | — | |
| 49 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.08% | +0.01% | — | |
| 50 | CAT | Caterpillar Inc | Stock-Industrials | 0.08% | -0.01% | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | ATEX | Anterix Inc | +1.2% | +1.98% | Add |
| 2 | BOOT | Boot Barn Holdings Inc | +1% | NEW | New buy |
| 3 | GNRC | Generac Holdings Inc | +0.9% | +3.80% | Add |
| 4 | MOG-A | Moog Inc-class A | +0.8% | +5.04% | Add |
| 5 | GOOGL | Alphabet Inc-cl A | +0.7% | +0.04% | Add |
| 6 | AVGO | Broadcom Inc | +0.7% | -0.22% | Trim |
| 7 | CROX | Crocs Inc | +0.3% | -0.01% | Trim |
| 8 | EME | Emcor Group Inc | +0.3% | -0.67% | Trim |
| 9 | SARO | Standardaero Inc | +0.2% | +17.67% | Add |
| 10 | RPRX | Royalty Pharma plc | +0.2% | +0.66% | Add |
| 11 | CXT | Crane Nxt Co | +0.2% | +3.26% | Add |
| 12 | LYV | Live Nation Entertainment In | +0.2% | -0.05% | Trim |
| 13 | ✓ | Aebi Schmidt Hldg AG | +0.1% | -0.42% | Trim |
| 14 | PTON | Peloton Interactive Inc-a | +0.1% | +0.22% | Add |
| 15 | ICUI | Icu Medical Inc | +0.1% | +2.72% | Add |
| 16 | LLY | Eli Lilly & Co | +0.1% | — | Unchanged |
| 17 | CMI | Cummins Inc | +0.1% | +30.96% | Add |
| 18 | DLTR | Dollar Tree Inc | +0.1% | +0.20% | Add |
| 19 | CP | Canadian Pacific Kansas City | 0% | +0.02% | Add |
| 20 | GLW | Corning Inc | 0% | NEW | New buy |
| 21 | CHRW | C.h. Robinson Worldwide Inc | 0% | +0.14% | Add |
| 22 | CAT | Caterpillar Inc | 0% | — | Unchanged |
| 23 | SKWD | Skyward Specialty Insurance | 0% | — | Unchanged |
| 24 | BAM | Brookfield Asset Mgmt-a | 0% | +9.15% | Add |
| 25 | QQQ | Invesco Qqq Trust Series 1 | 0% | — | Unchanged |
| 26 | TY | Tri-continental CORP | 0% | — | Unchanged |
| 27 | AAPL | Apple Inc | 0% | -0.76% | Trim |
| 28 | AMZN | Amazon.com Inc | 0% | — | Unchanged |
| 29 | VC | Visteon CORP | — | -0.61% | Trim |
| 30 | IVV | Ishares Core S&p 500 ETF | — | — | Unchanged |
| 31 | ABBV | Abbvie Inc | — | — | Unchanged |
| 32 | RSP | Invesco S&p 500 Equal Weight | — | -2.72% | Trim |
| 33 | HD | Home Depot Inc | — | — | Unchanged |
| 34 | MTZ | Mastec Inc | 0% | -16.52% | Trim |
| 35 | OFIX | Orthofix Medical Inc | 0% | — | Unchanged |
| 36 | ET | Energy Transfer LP | 0% | -1.45% | Trim |
| 37 | BN | Brookfield CORP | -0.1% | -0.10% | Trim |
| 38 | APG | Api Group CORP | -0.1% | +0.02% | Add |
| 39 | MPC | Marathon Petroleum CORP | -0.1% | -0.08% | Trim |
| 40 | AVNW | Aviat Networks Inc | -0.1% | EXIT | Sold out |
| 41 | AMRZ | Amrize Ltd | -0.1% | +0.37% | Add |
| 42 | VST | Vistra CORP | -0.1% | -0.24% | Trim |
| 43 | BSCV | Invesco Bulletshares 2031 Cb | -0.1% | -0.64% | Trim |
| 44 | GXO | Gxo Logistics Inc | -0.1% | +2.24% | Add |
| 45 | MKL | Markel Group Inc | -0.2% | +0.15% | Add |
| 46 | LRN | Stride Inc | -0.2% | +0.35% | Add |
| 47 | BSCU | Invesco Bulletshares 2030 Cb | -0.2% | +0.02% | Add |
| 48 | BSCT | Invesco Bulletshares 2029 Cb | -0.2% | -0.45% | Trim |
| 49 | BJ | Bj's Wholesale Club Holdings | -0.2% | -4.67% | Trim |
| 50 | BSCS | Invesco Bulletshares 2028 Cb | -0.2% | -1.38% | Trim |
According to official SEC Form 13F filings, Kirr Marbach & Co LLC /in/ reported a total U.S. public equity portfolio value of $529.5M across 57 disclosed positions in Q2 2026.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including MTZ, EME, AVGO) accounted for 37.1% of total reported equity market value during Q2 2026.
Top New Position Initiated
BOOT
市值: $5.7M
Top Position Liquidated / Trimmed
KMX
前期市值: $5.2M
During Q2 2026, Kirr Marbach & Co LLC /in/'s top holdings by market value included MTZ (9.4%)、EME (8.1%)、AVGO (5.9%). The largest single position, MTZ, represented 9.4% of total portfolio value.
In Q2 2026, Kirr Marbach & Co LLC /in/ made 49 total portfolio adjustments, initiating 2 new buys, adding to 21 positions, trimming 24 holdings, and fully liquidating 2 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
Understand SEC Form 4 insider disclosures for corporate officers, directors, and 10% owners to track executive transactions.
Understand Rule 144 restricted stock sale notices to spot planned insider liquidations before market sell pressure arrives.
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