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KIRR MARBACH & CO LLC /IN/ 13F portfolio summary

KIRR MARBACH & CO LLC /IN/ of KIRR MARBACH & CO LLC /IN/ has 57 current stock holdings with a reported portfolio value of $593.8M. The portfolio 1 year return is +19.63%. Top holdings include MTZ (9.37%), EME (8.10%), AVGO (5.88%), GOOGL (5.39%), VST (4.35%).

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KIRR MARBACH & CO LLC /IN/

KIRR MARBACH & CO LLC /IN/
Latest filing: 2026-06-30

KIRR MARBACH & CO LLC /IN/ runs KIRR MARBACH & CO LLC /IN/ and currently holds 57 stock positions, which is fewer than the average of 230 among the investors we track. The portfolio is valued at approximately $593.77M. Their top holdings are MTZ, EME, AVGO, GOOGL, VST. The top five represent 33.1% of reported portfolio weight. KIRR MARBACH & CO LLC /IN/ ranks #416 out of 1000 investors tracked by Alpha Score. In the most recent quarter, KIRR MARBACH & CO LLC /IN/ initiated 2 new positions. They added to 21 existing positions. They trimmed 24 positions. Their current best-performing preview position is ATEX with returns of +169.55%.

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Top 5 Holdings
MTZ9.4%
EME8.1%
AVGO5.9%
GOOGL5.4%
VST4.4%
Top 5: 33.1%
Portfolio Returns
1 Year
+19.63%
#695/1000
3 Year
+74.62%
#453/1000
5 Year
+86.46%
#370/1000

Portfolio Value

$593.77M

Alpha Score

62.0

#416 of 1000

Holdings

57

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57 stock holdings

HoldingWeightAvg BuyCurrentReturnQuarter Change
MTZ
MASTEC INC
9.37%$34.32$266.35+676.09%
Trimmed
-16.52%
EME
EMCOR GROUP INC
8.10%$50.87$776.04+1,425.54%
Trimmed
-0.67%
AVGO
BROADCOM INC
5.88%$28.77$368.45+1,180.67%
Trimmed
-0.22%
GOOGL
ALPHABET INC
5.39%$64.64$344.82+433.45%
Added
+0.04%
VST
VISTRA CORP
4.35%$18.35$136.22+642.34%
Trimmed
-0.24%
AZO
AUTOZONE INC
3.94%$519.15$2,957.96+469.77%
Trimmed
-0.81%
BSCQ
INVESCO EXCH TRD SLF IDX FD
3.24%$19.36$19.57+1.08%
Trimmed
-3.56%
RSG
REPUBLIC SVCS INC
3.10%$86.23$220.66+155.90%
Trimmed
-2.40%
GNRC
GENERAC HLDGS INC
2.97%$152.38$206.01+35.19%
Added
+3.80%
MOG-A
MOOG INC
2.76%$195.94$389.29+98.68%
Added
+5.04%

Showing 1-10 of 57