KIRR MARBACH & CO LLC /IN/
โขCIK: 764112โขFiling: 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%
๐ Biggest Buys
๐ Biggest Sells
Sector Breakdown
Other81.3%
Technology11.8%
Energy3.1%
Financial2.3%
Communication0.7%
Healthcare0.5%
Consumer0.1%
ETF0.1%
๐ช Exited Positionssold since Q3 2025
Changes from Q3 2025
NEW3 new positions
โ16 increased
โ26 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023