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Kirr Marbach & Co LLC /In/ Portfolio
$529.5M across 57 positions as of 2026-09-30, with 46% of it in the ten largest. 4 quarters on file.
How the reported portfolio did
Each 13F's long stock positions, held to the next quarter's end, against the S&P 500. Yearly rates, on closes without dividends.
1 year
+0.5%
-14.0% a year vs the S&P 500
3 years
+24.4%
+3.1% a year vs the S&P 500
5 years
+17.0%
+4.8% a year vs the S&P 500
Quarters ahead
13 of 21
| Quarter | Portfolio | S&P 500 |
|---|---|---|
| Jun 30, 2026 to Sep 30, 2026 | -10.7% | +2.1% |
| Mar 31, 2026 to Jun 30, 2026 | +12.6% | +14.8% |
| Dec 31, 2025 to Mar 31, 2026 | +4.1% | -4.6% |
| Sep 30, 2025 to Dec 31, 2025 | -4.0% | +2.4% |
| Jun 30, 2025 to Sep 30, 2025 | +10.6% | +7.8% |
| Mar 31, 2025 to Jun 30, 2025 | +21.3% | +10.5% |
| Dec 31, 2024 to Mar 31, 2025 | -6.1% | -4.6% |
| Sep 30, 2024 to Dec 31, 2024 | +5.1% | +2.1% |
Largest first
Share is of this manager's reported book. A holding with no symbol is one this site does not track as a company; the filing's own name for it is shown instead.
| Holding | Value | Share | Shares |
|---|---|---|---|
| EMEEMCOR Group Inc | $42M | 7.9% | 55,669 |
| AVGOBroadcom Inc | $32.3M | 6.1% | 91,901 |
| GOOGLAlphabet Inc | $30.6M | 5.8% | 88,969 |
| MTZMasTec Inc | $28.1M | 5.3% | 131,521 |
| VSTVistra Corp | $22.3M | 4.2% | 161,493 |
| AZOAutozone Inc | $20.5M | 3.9% | 7,244 |
| BSCQINVESCO EXCH TRD SLF IDX FD | $18.5M | 3.5% | 947,721 |
| RSGRepublic Services Inc | $17.9M | 3.4% | 85,134 |
| INVESCO EXCH TRD SLF IDX FD | $15.1M | 2.9% | 774,355 |
| MOG.AMoog Inc | $14.9M | 2.8% | 39,156 |
| CPCanadian Pacific Kansas City Ltd | $14.5M | 2.7% | 170,167 |
| SSNCSS&C Technologies Holdings Inc | $14.4M | 2.7% | 186,686 |
| ROYALTY PHARMA PLC | $14M | 2.6% | 239,136 |
| MKLMarkel Group Inc | $13.8M | 2.6% | 8,073 |
| INVESCO EXCH TRD SLF IDX FD | $13.5M | 2.5% | 669,038 |
| INVESCO EXCH TRD SLF IDX FD | $13.3M | 2.5% | 729,385 |
| INVESCO EXCH TRD SLF IDX FD | $12.6M | 2.4% | 780,696 |
| COLLIERS INTL GROUP INC | $12.4M | 2.3% | 138,160 |
| DLTRDollar Tree Inc | $11.8M | 2.2% | 103,619 |
| BSCVINVESCO EXCH TRD SLF IDX FD | $11.4M | 2.2% | 722,997 |
| MFPMidera Food Processing Inc | $10.7M | 2.0% | 263,172 |
| APGAPi Group Corp | $10.4M | 2.0% | 270,400 |
| BNBrookfield Corporation Class A Limited Voting Shares | $9.9M | 1.9% | 270,691 |
| GNRCGenerac Holdings Inc | $9.7M | 1.8% | 46,783 |
| BCOBrinks Co | $9.6M | 1.8% | 95,436 |
| MPCMarathon Petroleum Corp | $9.4M | 1.8% | 23,661 |
| ANTERIX INC | $9.1M | 1.7% | 116,554 |
| LYVLive Nation Entertainment Inc | $8.3M | 1.6% | 48,761 |
| LRNStride Inc | $8M | 1.5% | 102,038 |
| GXOGXO Logistics Inc | $7.8M | 1.5% | 176,283 |
| ICUIICU Medical Inc | $7.3M | 1.4% | 45,641 |
| CROXCrocs Inc | $6.7M | 1.3% | 57,494 |
| VCVisteon Corp | $6M | 1.1% | 69,070 |
| CXTCrane NXT Co | $5.7M | 1.1% | 120,500 |
| SAROStandardAero, Inc. | $4.9M | 0.9% | 231,382 |
| XOMExxonmobil Holdings Corp | $4.9M | 0.9% | 30,352 |
| BOOTBoot Barn Holdings Inc | $4.3M | 0.8% | 36,000 |
| AEBI SCHMIDT HLDG AG | $3.7M | 0.7% | 349,129 |
| CHRWCH Robinson Worldwide Inc | $3.2M | 0.6% | 21,343 |
| BAMBROOKFIELD ASSET MANAGEMENT LTD | $2.9M | 0.6% | 65,688 |
| PTONPeloton Interactive Inc | $2.5M | 0.5% | 491,557 |
| LLYEli Lilly and Co | $2.4M | 0.5% | 2,113 |
| ETEnergy Transfer LP | $1.8M | 0.3% | 92,718 |
| CMICummins Inc | $943.3K | 0.2% | 1,826 |
| TRI CONTL CORP | $682.7K | 0.1% | 19,882 |
| QQQInvesco QQQ Trust, Series 1 | $555.4K | 0.1% | 750 |
| IWRiShares Russell Mid-Cap ETF | $533.6K | 0.1% | 5,000 |
| AAPLApple Inc | $519.4K | 0.1% | 1,560 |
| SKWDSkyward Specialty Insurance Group Inc | $463.9K | 0.1% | 8,786 |
| IVViShares Core S&P 500 ETF | $459.5K | 0.1% | 600 |
| RSPInvesco S&P 500 Equal Weight ETF | $364K | 0.1% | 1,750 |
| CATCaterpillar Inc | $356.7K | 0.1% | 440 |
| ABBVAbbVie Inc | $328.3K | 0.1% | 1,255 |
| AMZNAmazon.com Inc | $288.8K | 0.1% | 1,159 |
| TSLATesla Inc | $257.4K | 0.0% | 725 |
| HDHome Depot Inc | $240.1K | 0.0% | 844 |
| MSFTMicrosoft Corp | $210.3K | 0.0% | 410 |
Quarter ending 2026-09-30.
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