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KMC

Kirr Marbach & Co Portfolio holdings

AUM $594M
1-Year Est. Return 34%
This Fund
S&P 500
This Quarter Est. Return
+20.24%
1 Year Est. Return
+34%
3 Year Est. Return
+134.53%
5 Year Est. Return
+183.29%
10 Year Est. Return
+532.35%
AUM
$506M
AUM Growth
+$74.6M
Cap. Flow
+$4.46M
Cap. Flow %
0.88%
Top 10 Hldgs %
51.66%
Holding
58
New
4
Increased
36
Reduced
5
Closed
3

Top Buys

Rank Stock Value
1
GNRC icon
Generac Holdings
GNRC
+$6.45M
2
AMRZ
Amrize Ltd
AMRZ
+$3.74M
3
PTON icon
Peloton Interactive
PTON
+$3.06M
4
CROX icon
Crocs
CROX
+$2.74M
5
BSCT icon
Invesco BulletShares 2029 Corporate Bond ETF
BSCT
+$813K

Top Sells

Rank Stock Value
1
AVGO icon
Broadcom
AVGO
+$7.22M
2
BIIB icon
Biogen
BIIB
+$4.58M
3
IOSP icon
Innospec
IOSP
+$2.17M
4
INMD icon
InMode
INMD
+$1.57M
5
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$619K

Sector Composition

Rank Sector Weight
1 Industrials 30.99%
2 Technology 12.4%
3 Consumer Discretionary 8.91%
4 Utilities 6.47%
5 Communication Services 5.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
HD icon
51
Home Depot
HD
$331B
$309K 0.06%
844
– –
SKWD icon
52
Skyward Specialty Insurance
SKWD
$2.43B
$288K 0.06%
4,986
– –
AMZN icon
53
Amazon
AMZN
$2.92T
$241K 0.05%
1,100
– –
ABBV icon
54
AbbVie
ABBV
$443B
$233K 0.05%
1,255
+40
+3% +$7.43K
MSFT icon
55
Microsoft
MSFT
$3.45T
$216K 0.04%
+435
New +$189K
BIIB icon
56
Biogen
BIIB
$30B
– –
-33,444
Closed -$4.58M
INMD icon
57
InMode
INMD
$870M
– –
-88,625
Closed -$1.57M
VIG icon
58
Vanguard Dividend Appreciation ETF
VIG
$111B
– –
-3,191
Closed -$619K
1 2
3

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LBIM
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BWP
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Kirr Marbach & Co's Q2 2025 Portfolio in Review

As of Q2 2025, Kirr Marbach & Co held 58 positions worth $506M, up 17% from $431M the previous quarter. Its ten largest holdings account for 52% of the portfolio.

Kirr Marbach & Co's Q2 2025 filing shows 4 new, 36 increased, 5 reduced and 3 closed positions. Its largest new stake was Generac Holdings: 52,884 shares worth $7.57M. The largest sale was Broadcom, an estimated $7.22M.

By sector, the portfolio is most concentrated in Industrials at 31% of assets, up from 28% a quarter earlier, followed by Technology and Consumer Discretionary.

  • Kirr Marbach & Co's largest Q2 2025 buy was Generac Holdings: 52,884 shares worth $7.57M.
  • Kirr Marbach & Co added most to Crocs in Q2 2025, an estimated $2.74M increase.
  • Kirr Marbach & Co's biggest Q2 2025 reduction was Broadcom, cutting an estimated $7.22M.
  • Kirr Marbach & Co fully exited Biogen in Q2 2025, selling an estimated $4.58M.
  • Kirr Marbach & Co's ten largest holdings make up 52% of its $506M portfolio in Q2 2025.
  • Kirr Marbach & Co opened 4 new positions and closed 3 in Q2 2025.
  • Kirr Marbach & Co's portfolio value rose 17% quarter-over-quarter to $506M.

Based on Kirr Marbach & Co's 13F filing for Q2 2025, filed 16 Jul 2025.