Kirr Marbach & Co. LLC
In its 13F for Q4 2025 (holdings as of December 31, 2025, filed January 26, 2026), Kirr Marbach & Co. LLC reported 58 stock positions worth $523.2 million. Its top holding was Emcor (EME) at 7.1% of the portfolio, followed by Mastec (MTZ, 7.0%) and Broadcom (AVGO, 6.3%). Compared with Q3 2025, it opened 3 new positions, sold out of 2, added to 15 and reduced 27. The biggest buy was a new position in Invesco Bulletshares 2030 CB (BSCU) and the biggest sale an exit from Invesco Bulletshares 2025 CB (BSCP).
- Most Recent 13F
- Q2 2026
- Location
- COLUMBUS, IN
- CIK
- 0000764112
- Portfolio Value
- $523.2M (Q4 2025)
- SEC Filing
- 0000764112-26-000001 ↗ filed Jan 26, 2026
Holdings Value
Holdings 58 stocks · $523.2M
| EME Emcor Group Inc. | 7.05% | 60,317 | $36.9M | Reduce -1.0% |
| MTZ Mastec Inc. | 6.96% | 167,556 | $36.4M | Reduce -1.3% |
| AVGO Broadcom Inc. | 6.27% | 94,765 | $32.8M | Reduce -34.8% |
| GOOGL Alphabet Inc. Class A | 5.39% | 90,142 | $28.2M | Reduce -1.1% |
| VST Vistra Corp. | 5.15% | 167,087 | $27.0M | Reduce -0.9% |
| AZO AutoZone Inc. | 5.04% | 7,776 | $26.4M | Reduce -0.3% |
| CIGI Colliers Intl GR-Subord Vot | 3.83% | 136,348 | $20.1M | Reduce -3.8% |
| BSCQ Invesco Bulletshares 2026 CB | 3.83% | 1,023,455 | $20.0M | Add +1.0% |
| RSG Republic Services Inc. | 3.57% | 88,168 | $18.7M | Reduce -0.9% |
| MKL Markel Group Inc. | 3.33% | 8,113 | $17.4M | Reduce -0.7% |
| SSNC Ss&c Technologies Holdings | 3.13% | 187,339 | $16.4M | Reduce -0.3% |
| BSCR Invesco Bulletshares 2027 CB | 2.85% | 755,028 | $14.9M | Add +6.4% |
| BSCS Invesco Bulletshares 2028 CB | 2.48% | 628,956 | $13.0M | Add +18.5% |
| DLTR Dollar Tree Inc. | 2.47% | 104,876 | $12.9M | Reduce -0.6% |
| BSCT Invesco Bulletshares 2029 CB | 2.35% | 652,689 | $12.3M | Add +53.2% |
| BN Brookfield Corp. | 2.34% | 267,120 | $12.3M | Reduce -0.4% |
| CP Canadian Pacific Kansas City | 2.32% | 164,292 | $12.1M | Reduce -3.4% |
| BCO The Brink's Co. | 2.12% | 94,872 | $11.1M | Reduce -0.2% |
| BSCU Invesco Bulletshares 2030 CB | 2.11% | 653,537 | $11.1M | New |
| APG Api Group Corp. | 2.00% | 273,313 | $10.5M | Reduce -0.7% |
| GXO Gxo Logistics Inc. | 1.65% | 164,224 | $8.6M | Add +1.8% |
| VLTO Veralto Corp. | 1.60% | 84,028 | $8.4M | Add +4.7% |
| MOG.A Moog Inc. Class A | 1.60% | 34,437 | $8.4M | Add +15.5% |
| XOM Exxon Mobil Corp. | 1.60% | 69,428 | $8.4M | Add +0.2% |
| MPC Marathon Petroleum Corp. | 1.55% | 49,880 | $8.1M | Reduce -0.6% |
| BSCV Invesco Bulletshares 2031 CB | 1.49% | 466,959 | $7.8M | New |
| GNRC Generac Holdings Inc. | 1.41% | 54,242 | $7.4M | Add +0.2% |
| LYV Live Nation Entertainment Inc. | 1.33% | 48,968 | $7.0M | Reduce -0.2% |
| VC Visteon Corp. | 1.27% | 70,102 | $6.7M | Reduce -0.5% |
| LRN Stride Inc. | 1.27% | 101,945 | $6.6M | Reduce -0.7% |
| ICUI Icu Medical Inc. | 1.02% | 37,290 | $5.3M | Add +3.3% |
| AMRZ Amrize Ltd. | 0.93% | 89,782 | $4.9M | Add +4.2% |
| CXT Crane NXT Co. | 0.87% | 96,924 | $4.6M | Reduce -0.2% |
| BJ Bj's Wholesale Club Holdings filed as BJS WHSL CLUB HLDGS INC | 0.87% | 50,317 | $4.5M | New |
| AEBI Aebi Schmidt Holding AG | 0.83% | 344,961 | $4.4M | Reduce -1.4% |
| KMX Carmax Inc. | 0.82% | 111,659 | $4.3M | Reduce -18.9% |
| CROX Crocs Inc. | 0.80% | 48,931 | $4.2M | Reduce -13.1% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.74% | 33,965 | $3.9M | Reduce -0.1% |
| PTON Peloton Interactive Inc. Class A | 0.52% | 443,356 | $2.7M | Reduce -6.1% |
| BAM Brookfield Asset Mgmt-A | 0.52% | 51,496 | $2.7M | Add +44.5% |
| LLY Eli Lilly & Co. | 0.43% | 2,118 | $2.3M | Add +2.4% |
| ATEX Anterix Inc. | 0.42% | 100,418 | $2.2M | Add +3.7% |
| RXO Rxo Inc. | 0.42% | 171,884 | $2.2M | Reduce -9.1% |
| ET Energy Transfer LP | 0.31% | 99,078 | $1.6M | Reduce -3.4% |
| CMI Cummins Inc. | 0.14% | 1,485 | $758K | No change |
| TY Tri-Continental Corp. | 0.12% | 19,882 | $649K | No change |
| OFIX Orthofix Medical Inc. | 0.11% | 39,462 | $598K | No change |
| QQQ Invesco QQQ Trust Series 1 | 0.09% | 750 | $461K | No change |
| SKWD Skyward Specialty Insurance | 0.09% | 8,786 | $449K | Add +76.2% |
| IVV iShares Core S&P 500 ETF | 0.09% | 654 | $448K | No change |
| AAPL Apple Inc. | 0.08% | 1,572 | $427K | No change |
| AVNW Aviat Networks Inc. | 0.08% | 18,600 | $398K | No change |
| RSP Invesco S&P 500 Equal Weight | 0.06% | 1,750 | $335K | No change |
| HD Home Depot Inc. | 0.06% | 844 | $290K | No change |
| ABBV Abbvie Inc. | 0.05% | 1,255 | $287K | No change |
| AMZN Amazon.com Inc. | 0.05% | 1,100 | $254K | No change |
| CAT Caterpillar Inc. | 0.05% | 440 | $252K | No change |
| MSFT Microsoft Corp. | 0.04% | 435 | $210K | No change |
Portfolio Sells Q3 2025 → Q4 2025
| BSCP Invesco Bulletshares 2025 CB | Sold out | 0.00% | −3.64 |
| AVGO Broadcom Inc. | Reduce -34.8% | 6.27% | −2.39 |
| LRN Stride Inc. | Reduce -0.7% | 1.27% | −1.49 |
| AZO AutoZone Inc. | Reduce -0.3% | 5.04% | −1.00 |
| VST Vistra Corp. | Reduce -0.9% | 5.15% | −0.81 |
| ALIT Alight Inc. Class A | Sold out | 0.00% | −0.45 |
| CXT Crane NXT Co. | Reduce -0.2% | 0.87% | −0.30 |
| KMX Carmax Inc. | Reduce -18.9% | 0.82% | −0.29 |
| VC Visteon Corp. | Reduce -0.5% | 1.27% | −0.25 |
| PTON Peloton Interactive Inc. Class A | Reduce -6.1% | 0.52% | −0.24 |
| MPC Marathon Petroleum Corp. | Reduce -0.6% | 1.55% | −0.20 |
| CIGI Colliers Intl GR-Subord Vot | Reduce -3.8% | 3.83% | −0.16 |
| LYV Live Nation Entertainment Inc. | Reduce -0.2% | 1.33% | −0.11 |
| RSG Republic Services Inc. | Reduce -0.9% | 3.57% | −0.11 |
| RXO Rxo Inc. | Reduce -9.1% | 0.42% | −0.11 |
| EME Emcor Group Inc. | Reduce -1.0% | 7.05% | −0.09 |
| CROX Crocs Inc. | Reduce -13.1% | 0.80% | −0.05 |
| ET Energy Transfer LP | Reduce -3.4% | 0.31% | −0.01 |
| CP Canadian Pacific Kansas City | Reduce -3.4% | 2.32% | +0.02 |
| DIS The Walt Disney Co. | Reduce -0.1% | 0.74% | +0.04 |
| AEBI Aebi Schmidt Holding AG | Reduce -1.4% | 0.83% | +0.05 |
| BCO The Brink's Co. | Reduce -0.2% | 2.12% | +0.11 |
| SSNC Ss&c Technologies Holdings | Reduce -0.3% | 3.13% | +0.12 |
| BN Brookfield Corp. | Reduce -0.4% | 2.34% | +0.13 |
| APG Api Group Corp. | Reduce -0.7% | 2.00% | +0.29 |
| MTZ Mastec Inc. | Reduce -1.3% | 6.96% | +0.44 |
| MKL Markel Group Inc. | Reduce -0.7% | 3.33% | +0.51 |
| DLTR Dollar Tree Inc. | Reduce -0.6% | 2.47% | +0.67 |
| GOOGL Alphabet Inc. Class A | Reduce -1.1% | 5.39% | +1.39 |
Portfolio Buys Q3 2025 → Q4 2025
| BSCU Invesco Bulletshares 2030 CB | New | 2.11% | +2.11 |
| BSCV Invesco Bulletshares 2031 CB | New | 1.49% | +1.49 |
| BSCT Invesco Bulletshares 2029 CB | Add +53.2% | 2.35% | +0.90 |
| BJ Bj's Wholesale Club Holdings | New | 0.87% | +0.87 |
| BSCS Invesco Bulletshares 2028 CB | Add +18.5% | 2.48% | +0.51 |
| MOG.A Moog Inc. Class A | Add +15.5% | 1.60% | +0.49 |
| BSCR Invesco Bulletshares 2027 CB | Add +6.4% | 2.85% | +0.32 |
| BSCQ Invesco Bulletshares 2026 CB | Add +1.0% | 3.83% | +0.25 |
| ICUI Icu Medical Inc. | Add +3.3% | 1.02% | +0.24 |
| XOM Exxon Mobil Corp. | Add +0.2% | 1.60% | +0.19 |
| AMRZ Amrize Ltd. | Add +4.2% | 0.93% | +0.17 |
| LLY Eli Lilly & Co. | Add +2.4% | 0.43% | +0.15 |
| BAM Brookfield Asset Mgmt-A | Add +44.5% | 0.52% | +0.15 |
| GXO Gxo Logistics Inc. | Add +1.8% | 1.65% | +0.11 |
| VLTO Veralto Corp. | Add +4.7% | 1.60% | +0.06 |
| ATEX Anterix Inc. | Add +3.7% | 0.42% | +0.04 |
| SKWD Skyward Specialty Insurance | Add +76.2% | 0.09% | +0.04 |
| GNRC Generac Holdings Inc. | Add +0.2% | 1.41% | −0.22 |
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 |