Data as of Q4 2025 (Dec 31, 2025)

KIRR MARBACH & CO LLC /IN/

โ€ขCIK: 764112โ€ขFiling: Q4 2025

**KIRR MARBACH & CO LLC /IN/** This fund manages $523M across a diversified portfolio of 58 positions. Notable allocations include EME and MTZ, each representing approximately $36.9M and $36.4M, respectively. Further significant exposure is maintained in technology and growth names such as AVGO ($32.8M), GOOGL ($28.2M), and VST ($27.0M). The concentrated top holdings suggest a tactical, large-cap growth orientation.

Total AUM
$523.2M
QoQ Performance
-5.5%
Positions
53
Top 10 Concentration
50.4%
Latest Filing
Q4 2025

Top Holdings Allocation

EME
MTZ
AVGO
GOOGL
VST
AZO
EME7.1%
MTZ7.0%
AVGO6.3%
GOOGL5.4%
VST5.2%
AZO5.0%
CIGI3.8%
BSCQ3.8%

๐Ÿ“ˆ Biggest Buys

BSCU
INVESCO EXCH TRD SLF IDX FD
NEW
2.1% of portfolio
BSCV
INVESCO EXCH TRD SLF IDX FD
NEW
1.5% of portfolio
BJ
BJS WHSL CLUB HLDGS INC
NEW
0.9% of portfolio
BSCT
INVESCO EXCH TRD SLF IDX FD
+53.2%
2.3% of portfolio
BN
BROOKFIELD CORP
+49.4%
2.3% of portfolio

๐Ÿ“‰ Biggest Sells

AVGO
BROADCOM INC
-34.8%
6.3% of portfolio
KMX
CARMAX INC
-18.9%
0.8% of portfolio
CIGI
COLLIERS INTL GROUP INC
-3.8%
3.8% of portfolio
CROX
CROCS INC
-13.1%
0.8% of portfolio
MTZ
MASTEC INC
-1.3%
7.0% of portfolio

Sector Breakdown

Other81.3%
Technology11.8%
Energy3.1%
Financial2.3%
Communication0.7%
Healthcare0.5%
Consumer0.1%
ETF0.1%

๐Ÿšช Exited Positionssold since Q3 2025

BSCP
INVESCO EXCH TRD SLF IDX FD
SOLD
$20.1M
ALIT
ALIGHT INC
SOLD
$2.5M

Changes from Q3 2025

NEW3 new positions
โ†‘16 increased
โ†“26 decreased

Historical Filings

Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023