KIRR MARBACH & CO LLC /IN/

COLUMBUS, IN · CIK 764112 · 13F filing filed 2026-01-26

No investment adviser registration (Form ADV) found for this filer. It may be a parent company whose subsidiaries are the registered advisers, a bank or insurer, or a manager based outside the US.

$523.2m reported value -5.5% vs Q3 2025

58positions

50.4%in top 10

3 new 15 added 27 reduced 2 sold out vs Q3 2025

Holdings, Q4 2025

The small lines show how much was held over the last 4 quarters (adjusted for stock splits).

#	Security	Ticker	Shares	Value	% of portfolio	Change	Shares change
1	EMCOR GROUP INC COM EME	EME	60,317	$36.9m7.05%	7.05%	Reduced -620	-620 -1.0%
2	MASTEC INC COM MTZ	MTZ	167,556	$36.4m6.96%	6.96%	Reduced -2.2k	-2,226 -1.3%
3	BROADCOM INC COM AVGO	AVGO	94,765	$32.8m6.27%	6.27%	Reduced -50.7k	-50,668 -34.8%
4	ALPHABET INC CAP STK CL A GOOGL	GOOGL	90,142	$28.2m5.39%	5.39%	Reduced -984	-984 -1.1%
5	VISTRA CORP COM VST	VST	167,087	$27.0m5.15%	5.15%	Reduced -1.5k	-1,526 -0.9%
6	AUTOZONE INC COM AZO	AZO	7,776	$26.4m5.04%	5.04%	Reduced -23	-23 -0.3%
7	COLLIERS INTL GROUP INC SUB VTG SHS CIGI	CIGI	136,348	$20.1m3.83%	3.83%	Reduced -5.4k	-5,362 -3.8%
8	INVESCO EXCH TRD SLF IDX FD BULSHS 2026 CB BSCQ	BSCQ	1,023,455	$20.0m3.83%	3.83%	Added +10.3k	+10,294 1.0%
9	REPUBLIC SVCS INC COM RSG	RSG	88,168	$18.7m3.57%	3.57%	Reduced -786	-786 -0.9%
10	MARKEL GROUP INC COM MKL	MKL	8,113	$17.4m3.33%	3.33%	Reduced -55	-55 -0.7%
11	SS&C TECHNOLOGIES HLDGS INC COM SSNC	SSNC	187,339	$16.4m3.13%	3.13%	Reduced -546	-546 -0.3%
12	INVESCO EXCH TRD SLF IDX FD BULSHS 2027 CB BSCR	BSCR	755,028	$14.9m2.85%	2.85%	Added +45.5k	+45,480 6.4%
13	INVESCO EXCH TRD SLF IDX FD INVSCO BLSH 28 BSCS	BSCS	628,956	$13.0m2.48%	2.48%	Added +98.1k	+98,083 18.5%
14	DOLLAR TREE INC COM DLTR	DLTR	104,876	$12.9m2.47%	2.47%	Reduced -604	-604 -0.6%
15	INVESCO EXCH TRD SLF IDX FD BULETSHS 2029 BSCT	BSCT	652,689	$12.3m2.35%	2.35%	Added +226.7k	+226,705 53.2%
16	BROOKFIELD CORP CL A LTD VT SH BN	BN	267,120	$12.3m2.34%	2.34%	Reduced -1.1k	-1,106 -0.4%
17	CANADIAN PACIFIC KANSAS CITY COM CP	CP	164,292	$12.1m2.32%	2.32%	Reduced -5.9k	-5,859 -3.4%
18	BRINKS CO COM BCO	BCO	94,872	$11.1m2.12%	2.12%	Reduced -227	-227 -0.2%
19	INVESCO EXCH TRD SLF IDX FD INVSCO 30 CORP BSCU	BSCU	653,537	$11.1m2.11%	2.11%	New
20	API GROUP CORP COM STK APG	APG	273,313	$10.5m2.00%	2.00%	Reduced -2.0k	-1,967 -0.7%
21	GXO LOGISTICS INCORPORATED COMMON STOCK GXO	GXO	164,224	$8.6m1.65%	1.65%	Added +2.9k	+2,909 1.8%
22	VERALTO CORP COM SHS VLTO	VLTO	84,028	$8.4m1.60%	1.60%	Added +3.8k	+3,795 4.7%
23	MOOG INC CL A MOG.A	MOG.A	34,437	$8.4m1.60%	1.60%	Added +4.6k	+4,618 15.5%
24	EXXON MOBIL CORP COM XOM	XOM	69,428	$8.4m1.60%	1.60%	Added +154	+154 0.2%
25	MARATHON PETE CORP COM MPC	MPC	49,880	$8.1m1.55%	1.55%	Reduced -288	-288 -0.6%
26	INVESCO EXCH TRD SLF IDX FD BULETSHS 2031 CP BSCV	BSCV	466,959	$7.8m1.49%	1.49%	New
27	GENERAC HLDGS INC COM GNRC	GNRC	54,242	$7.4m1.41%	1.41%	Added +92	+92 0.2%
28	LIVE NATION ENTERTAINMENT IN COM LYV	LYV	48,968	$7.0m1.33%	1.33%	Reduced -112	-112 -0.2%
29	VISTEON CORP COM NEW VC	VC	70,102	$6.7m1.27%	1.27%	Reduced -362	-362 -0.5%
30	STRIDE INC COM LRN	LRN	101,945	$6.6m1.27%	1.27%	Reduced -679	-679 -0.7%
31	ICU MED INC COM ICUI	ICUI	37,290	$5.3m1.02%	1.02%	Added +1.2k	+1,197 3.3%
32	AMRIZE LTD SHS AMRZ	AMRZ	89,782	$4.9m0.93%	0.93%	Added +3.6k	+3,586 4.2%
33	CRANE NXT CO COM CXT	CXT	96,924	$4.6m0.87%	0.87%	Reduced -163	-163 -0.2%
34	BJS WHSL CLUB HLDGS INC COM BJ	BJ	50,317	$4.5m0.87%	0.87%	New
35	AEBI SCHMIDT HLDG AG COM AEBI	AEBI	344,961	$4.4m0.83%	0.83%	Reduced -4.8k	-4,798 -1.4%
36	CARMAX INC COM KMX	KMX	111,659	$4.3m0.82%	0.82%	Reduced -26.0k	-26,013 -18.9%
37	CROCS INC COM CROX	CROX	48,931	$4.2m0.80%	0.80%	Reduced -7.4k	-7,391 -13.1%
38	DISNEY WALT CO COM DIS	DIS	33,965	$3.9m0.74%	0.74%	Reduced -23	-23 -0.1%
39	PELOTON INTERACTIVE INC CL A COM PTON	PTON	443,356	$2.7m0.52%	0.52%	Reduced -28.6k	-28,590 -6.1%
40	BROOKFIELD ASSET MANAGMT LTD CL A LMT VTG SHS BAM	BAM	51,496	$2.7m0.52%	0.52%	Added +15.9k	+15,855 44.5%
41	ELI LILLY & CO COM LLY	LLY	2,118	$2.3m0.43%	0.43%	Added +50	+50 2.4%
42	ANTERIX INC COM ATEX	ATEX	100,418	$2.2m0.42%	0.42%	Added +3.6k	+3,569 3.7%
43	RXO INC COMMON STOCK RXO	RXO	171,884	$2.2m0.42%	0.42%	Reduced -17.2k	-17,160 -9.1%
44	ENERGY TRANSFER L P COM UT LTD PTN ET	ET	99,078	$1.6m0.31%	0.31%	Reduced -3.5k	-3,495 -3.4%
45	CUMMINS INC COM CMI	CMI	1,485	$758.0k0.14%	0.14%	Unchanged
46	TRI CONTL CORP COM TY	TY	19,882	$649.3k0.12%	0.12%	Unchanged
47	ORTHOFIX MED INC COM OFIX	OFIX	39,462	$598.2k0.11%	0.11%	Unchanged
48	INVESCO QQQ TR UNIT SER 1 QQQ	QQQ	750	$460.7k0.09%	0.09%	Unchanged
49	SKYWARD SPECIALTY INS GROUP COM SKWD	SKWD	8,786	$449.1k0.09%	0.09%	Added +3.8k	+3,800 76.2%
50	ISHARES TR CORE S&P500 ETF IVV	IVV	654	$448.0k0.09%	0.09%	Unchanged
51	APPLE INC COM AAPL	AAPL	1,572	$427.3k0.08%	0.08%	Unchanged
52	AVIAT NETWORKS INC COM NEW AVNW	AVNW	18,600	$397.7k0.08%	0.08%	Unchanged
53	INVESCO EXCHANGE TRADED FD T S&P500 EQL WGT RSP	RSP	1,750	$335.2k0.06%	0.06%	Unchanged
54	HOME DEPOT INC COM HD	HD	844	$290.4k0.06%	0.06%	Unchanged
55	ABBVIE INC COM ABBV	ABBV	1,255	$286.8k0.05%	0.05%	Unchanged
56	AMAZON COM INC COM AMZN	AMZN	1,100	$253.9k0.05%	0.05%	Unchanged
57	CATERPILLAR INC COM CAT	CAT	440	$252.1k0.05%	0.05%	Unchanged
58	MICROSOFT CORP COM MSFT	MSFT	435	$210.4k0.04%	0.04%	Unchanged

Sold out since Q3 2025

Security	Ticker	Shares held before	Value then
INVESCO EXCH TRD SLF IDX FD BSCP	BSCP	973,104	$20.1m973.1k shares
ALIGHT INC ALIT	ALIT	769,672	$2.5m769.7k shares