StockDriftsStockDriftsTop 50 Kirr Marbach & CO LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| MTZ | MASTEC INC | 9.37% | 133.7K | $55.6M | -16.52%(-26.47K) | $34.55(+775.56%) | 2026-06-30 | |
| EME | EMCOR GROUP INC | 8.1% | 58.0K | $48.1M | -0.67%(-392) | $49.29(+1648.03%) | 2026-06-30 | |
| AVGO | BROADCOM INC | 5.88% | 92.4K | $34.9M | -0.22%(-203) | $28.44(+1284.40%) | 2026-06-30 | |
| GOOGL | ALPHABET INC | 5.39% | 89.6K | $32.0M | +0.04%(+40) | $65.64(+425.20%) | 2026-06-30 | |
| VST | VISTRA CORP | 4.35% | 162.9K | $25.8M | -0.24%(-397) | $17.97(+712.02%) | 2026-06-30 | |
| AZO | AUTOZONE INC | 3.94% | 7.3K | $23.4M | -0.81%(-60) | $513.97(+501.03%) | 2026-06-30 | |
| BSCQ | INVESCO EXCH TRD SLF IDX FD | 3.24% | 985.7K | $19.2M | -3.56%(-36.42K) | $19.38(+0.92%) | 2026-06-30 | |
| RSG | REPUBLIC SVCS INC | 3.1% | 86.3K | $18.4M | -2.40%(-2.13K) | $83.37(+157.54%) | 2026-06-30 | |
| GNRC | GENERAC HLDGS INC | 2.97% | 60.1K | $17.6M | +3.80%(+2.20K) | $141.29(+55.21%) | 2026-06-30 | |
| MOG.A | MOOG INC | 2.76% | 38.7K | $16.4M | +5.04%(+1.86K) | $191.28(+123.32%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +23.60% | +88.82% | +16.48% | +114.46% |
| Top 20 Holdings Unweighted | +18.51% | +66.44% | +13.32% | +86.85% |
Kirr Marbach & CO LLC reports $593.77M in US-listed equity holdings across 57 positions in its most recent 13F filing. Its largest disclosed positions are MTZ (9.4%), EME (8.1%) and AVGO (5.9%). The top 20 holdings account for 71.81% of reported assets. Its disclosed equity book has returned +88.82% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Kirr Marbach & CO LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 764112). View Kirr Marbach & CO LLC’s 13F filings on SEC