KMC
Kirr Marbach & Co Portfolio holdings
AUM
$554M
1-Year Est. Return
32.82%
1 Year Est. Return
+32.82%
AUM
$554M
AUM Growth
+$48.1M
(+9.5%)
Holding
59
Top Buys
| 1 | +$6.18M | |
| 2 | +$4.36M | |
| 3 | +$815K | |
| 4 |
AMRZ
Amrize Ltd
AMRZ
|
+$583K |
| 5 |
Invesco BulletShares 2028 Corporate Bond ETF
BSCS
|
+$567K |
Top Sells
| 1 | +$4.57M | |
| 2 | +$4.21M | |
| 3 | +$2.05M | |
| 4 |
MasTec
MTZ
|
+$393K |
| 5 |
Alphabet (Google) Class A
GOOGL
|
+$116K |
Sector Composition
| 1 | Industrials | 31.84% |
| 2 | Technology | 12.32% |
| 3 | Consumer Discretionary | 10.4% |
| 4 | Communication Services | 6.53% |
| 5 | Utilities | 5.96% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
51
Home Depot
HD
$355B
| $342K | 0.06% |
844
|
|
||
52
Invesco S&P 500 Equal Weight ETF
RSP
$76.1B
| $332K | 0.06% |
1,750
|
|
||
53
AbbVie
ABBV
$402B
| $291K | 0.05% |
1,255
|
|
||
54
Amazon
AMZN
$2.38T
| $242K | 0.04% |
1,100
|
|
||
55
Skyward Specialty Insurance
SKWD
$1.98B
| $237K | 0.04% |
4,986
|
|
||
56
Microsoft
MSFT
$3.53T
| $225K | 0.04% |
435
|
|
||
57
Caterpillar
CAT
$276B
| $210K | 0.04% |
+440
|
|
||
58
Innospec
IOSP
$1.94B
| – | – |
-54,335
|
|
||
|
SHYF
59
DELISTED
The Shyft Group
SHYF
| – | – |
-335,885
|
|