Kirr Marbach & Co. LLC
In its 13F for Q1 2025 (holdings as of March 31, 2025, filed April 23, 2025), Kirr Marbach & Co. LLC reported 54 stock positions worth $431.1 million. Its top holding was Broadcom (AVGO) at 7.2% of the portfolio, followed by AutoZone (AZO, 6.9%) and Emcor (EME, 5.1%). Compared with Q4 2024, it opened 2 new positions, sold out of 5, added to 37 and reduced 5. The biggest buy was AutoZone (AZO, shares +1%) and the biggest sale Vistra (VST, shares −23%).
- Most Recent 13F
- Q2 2026
- Location
- COLUMBUS, IN
- CIK
- 0000764112
- Portfolio Value
- $431.1M (Q1 2025)
- SEC Filing
- 0000764112-25-000002 ↗ filed Apr 23, 2025
Holdings Value
Holdings 54 stocks · $431.1M
| AVGO Broadcom Inc. | 7.18% | 184,913 | $31.0M | Add +0.1% |
| AZO AutoZone Inc. | 6.86% | 7,761 | $29.6M | Add +0.9% |
| EME Emcor Group Inc. | 5.14% | 59,982 | $22.2M | Reduce -14.2% |
| RSG Republic Services Inc. | 4.98% | 88,608 | $21.5M | Add +0.8% |
| BSCP Invesco Bulletshares 2025 CB | 4.71% | 980,814 | $20.3M | Add +0.5% |
| MTZ Mastec Inc. | 4.62% | 170,535 | $19.9M | Reduce -0.7% |
| VST Vistra Corp. | 4.55% | 167,178 | $19.6M | Reduce -23.0% |
| BSCQ Invesco Bulletshares 2026 CB | 4.41% | 975,786 | $19.0M | Add +1.4% |
| CIGI Colliers Intl GR-Subord Vot | 3.96% | 140,754 | $17.1M | Add +0.1% |
| SSNC Ss&c Technologies Holdings | 3.61% | 186,530 | $15.6M | Add +0.4% |
| MKL Markel Group Inc. | 3.50% | 8,075 | $15.1M | Add +0.6% |
| GOOGL Alphabet Inc. Class A | 3.26% | 90,911 | $14.1M | Add +0.6% |
| LRN Stride Inc. | 2.99% | 101,732 | $12.9M | Reduce -5.1% |
| BSCR Invesco Bulletshares 2027 CB | 2.98% | 656,260 | $12.9M | Add +2.5% |
| CP Canadian Pacific Kansas City | 2.77% | 169,747 | $11.9M | Add +0.5% |
| BSCS Invesco Bulletshares 2028 CB | 2.24% | 475,416 | $9.7M | Add +4.7% |
| BN Brookfield Corp. | 2.15% | 176,735 | $9.3M | Add +0.7% |
| XOM Exxon Mobil Corp. | 1.91% | 69,159 | $8.2M | Add +1.8% |
| BCO The Brink's Co. | 1.89% | 94,785 | $8.2M | Add +1.5% |
| DLTR Dollar Tree Inc. | 1.83% | 105,240 | $7.9M | Add +3.1% |
| VLTO Veralto Corp. | 1.80% | 79,521 | $7.8M | Add +0.6% |
| IOSP Innospec Inc. | 1.74% | 79,066 | $7.5M | Add +1.8% |
| MPC Marathon Petroleum Corp. | 1.69% | 49,936 | $7.3M | Add +0.6% |
| APG Api Group Corp. | 1.51% | 182,031 | $6.5M | Add +0.6% |
| BSCT Invesco Bulletshares 2029 CB | 1.46% | 338,786 | $6.3M | Add +9.8% |
| GXO Gxo Logistics Inc. | 1.45% | 159,577 | $6.2M | Add +2.5% |
| LYV Live Nation Entertainment Inc. | 1.43% | 47,046 | $6.1M | New |
| VC Visteon Corp. | 1.27% | 70,707 | $5.5M | Add +2.6% |
| MOG.A Moog Inc. Class A | 1.17% | 29,161 | $5.1M | Add +36.5% |
| CXT Crane NXT Co. | 1.16% | 96,913 | $5.0M | Add +2.3% |
| ICUI Icu Medical Inc. | 1.16% | 35,870 | $5.0M | Add +63.6% |
| BIIB Biogen Inc. | 1.06% | 33,444 | $4.6M | Add +12.2% |
| ALIT Alight Inc. Class A | 1.05% | 765,311 | $4.5M | Add +11.1% |
| RXO Rxo Inc. | 0.84% | 188,826 | $3.6M | Add +1.1% |
| ATEX Anterix Inc. | 0.82% | 96,797 | $3.5M | Add +4.8% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.77% | 33,781 | $3.3M | Add +0.8% |
| CROX Crocs Inc. | 0.72% | 29,404 | $3.1M | Add +18.2% |
| SHYF The Shyft Group Inc. | 0.63% | 335,844 | $2.7M | Add +11.6% |
| ET Energy Transfer LP | 0.48% | 110,203 | $2.0M | Reduce -3.4% |
| BAM Brookfield Asset Mgmt-A | 0.40% | 35,400 | $1.7M | Add +0.6% |
| LLY Eli Lilly & Co. | 0.40% | 2,068 | $1.7M | No change |
| INMD Inmode Ltd. | 0.36% | 88,625 | $1.6M | Add +9.4% |
| OFIX Orthofix Medical Inc. | 0.15% | 39,462 | $644K | Add +29.6% |
| VIG Vanguard Dividend Apprec ETF | 0.14% | 3,191 | $619K | New |
| TY Tri-Continental Corp. | 0.14% | 19,882 | $610K | No change |
| CMI Cummins Inc. | 0.11% | 1,510 | $473K | No change |
| AVNW Aviat Networks Inc. | 0.08% | 18,600 | $357K | Add +47.6% |
| QQQ Invesco QQQ Trust Series 1 | 0.08% | 750 | $352K | No change |
| AAPL Apple Inc. | 0.07% | 1,422 | $316K | No change |
| HD Home Depot Inc. | 0.07% | 844 | $309K | No change |
| RSP Invesco S&P 500 Equal Weight | 0.07% | 1,750 | $303K | No change |
| SKWD Skyward Specialty Insurance | 0.06% | 4,986 | $264K | No change |
| ABBV Abbvie Inc. | 0.06% | 1,215 | $255K | No change |
| AMZN Amazon.com Inc. | 0.05% | 1,100 | $209K | No change |
Portfolio Sells Q4 2024 → Q1 2025
| VST Vistra Corp. | Reduce -23.0% | 4.55% | −1.92 |
| EME Emcor Group Inc. | Reduce -14.2% | 5.14% | −1.72 |
| SPY SS SPDR S&P 500 ETF Trust-US | Sold out | 0.00% | −0.91 |
| SIRI Sirius XM Holdings Inc. | Sold out | 0.00% | −0.69 |
| LLYVK Liberty Media Corp.-Liberty-C | Sold out | 0.00% | −0.50 |
| MTZ Mastec Inc. | Reduce -0.7% | 4.62% | −0.44 |
| LLYVA Liberty Media Corp.-Liberty-A | Sold out | 0.00% | −0.13 |
| IMXI International Money Express | Sold out | 0.00% | −0.12 |
| ET Energy Transfer LP | Reduce -3.4% | 0.48% | −0.01 |
| LRN Stride Inc. | Reduce -5.1% | 2.99% | +0.57 |
Portfolio Buys Q4 2024 → Q1 2025
| AZO AutoZone Inc. | Add +0.9% | 6.86% | +1.53 |
| LYV Live Nation Entertainment Inc. | New | 1.43% | +1.43 |
| RSG Republic Services Inc. | Add +0.8% | 4.98% | +1.15 |
| SSNC Ss&c Technologies Holdings | Add +0.4% | 3.61% | +0.57 |
| MKL Markel Group Inc. | Add +0.6% | 3.50% | +0.50 |
| ICUI Icu Medical Inc. | Add +63.6% | 1.16% | +0.42 |
| BSCQ Invesco Bulletshares 2026 CB | Add +1.4% | 4.41% | +0.36 |
| BSCP Invesco Bulletshares 2025 CB | Add +0.5% | 4.71% | +0.34 |
| XOM Exxon Mobil Corp. | Add +1.8% | 1.91% | +0.33 |
| BSCR Invesco Bulletshares 2027 CB | Add +2.5% | 2.98% | +0.28 |
| BSCS Invesco Bulletshares 2028 CB | Add +4.7% | 2.24% | +0.27 |
| MOG.A Moog Inc. Class A | Add +36.5% | 1.17% | +0.26 |
| BSCT Invesco Bulletshares 2029 CB | Add +9.8% | 1.46% | +0.23 |
| ATEX Anterix Inc. | Add +4.8% | 0.82% | +0.21 |
| MPC Marathon Petroleum Corp. | Add +0.6% | 1.69% | +0.19 |
| DLTR Dollar Tree Inc. | Add +3.1% | 1.83% | +0.18 |
| VIG Vanguard Dividend Apprec ETF | New | 0.14% | +0.14 |
| CROX Crocs Inc. | Add +18.2% | 0.72% | +0.13 |
| CP Canadian Pacific Kansas City | Add +0.5% | 2.77% | +0.12 |
| APG Api Group Corp. | Add +0.6% | 1.51% | +0.10 |
| BIIB Biogen Inc. | Add +12.2% | 1.06% | +0.08 |
| INMD Inmode Ltd. | Add +9.4% | 0.36% | +0.07 |
| VLTO Veralto Corp. | Add +0.6% | 1.80% | +0.06 |
| OFIX Orthofix Medical Inc. | Add +29.6% | 0.15% | +0.03 |
| AVNW Aviat Networks Inc. | Add +47.6% | 0.08% | +0.03 |
| ALIT Alight Inc. Class A | Add +11.1% | 1.05% | +0.02 |
| BCO The Brink's Co. | Add +1.5% | 1.89% | +0.02 |
| BAM Brookfield Asset Mgmt-A | Add +0.6% | 0.40% | −0.01 |
| GXO Gxo Logistics Inc. | Add +2.5% | 1.45% | −0.02 |
| BN Brookfield Corp. | Add +0.7% | 2.15% | −0.03 |
| DIS The Walt Disney Co. | Add +0.8% | 0.77% | −0.04 |
| CXT Crane NXT Co. | Add +2.3% | 1.16% | −0.04 |
| VC Visteon Corp. | Add +2.6% | 1.27% | −0.05 |
| IOSP Innospec Inc. | Add +1.8% | 1.74% | −0.11 |
| RXO Rxo Inc. | Add +1.1% | 0.84% | −0.13 |
| SHYF The Shyft Group Inc. | Add +11.6% | 0.63% | −0.13 |
| CIGI Colliers Intl GR-Subord Vot | Add +0.1% | 3.96% | −0.18 |
| GOOGL Alphabet Inc. Class A | Add +0.6% | 3.26% | −0.44 |
| AVGO Broadcom Inc. | Add +0.1% | 7.18% | −2.08 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 57 | $593.8M | MTZ, EME, AVGO, GOOGL, VST |
| Q1 2026 | 57 | $548.7M | MTZ, EME, AVGO, GOOGL, AZO |
| Q4 2025 | 58 | $523.2M | EME, MTZ, AVGO, GOOGL, VST |
| Q3 2025 | 57 | $553.9M | AVGO, EME, MTZ, AZO, VST |
| Q2 2025 | 55 | $505.7M | AVGO, VST, EME, MTZ, AZO |
| Q1 2025 | 54 | $431.1M | AVGO, AZO, EME, RSG, BSCP |
| Q4 2024 | 57 | $462.2M | AVGO, EME, VST, AZO, MTZ |
| Q3 2024 | 54 | $447.8M | VST, AVGO, EME, AZO, CIGI |
| Q2 2024 | 56 | $415.6M | AVGO, EME, VST, AZO, MTZ |
| Q1 2024 | 54 | $414.7M | EME, AZO, AVGO, VST, CIGI |