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 2023Q3 2023Q2 2023Q1 2023Q4 2022