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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
+15.24%
1 Year Est. Return
+34%
3 Year Est. Return
+134.53%
5 Year Est. Return
+183.29%
10 Year Est. Return
+532.35%
AUM
$594M
AUM Growth
+$45M
Cap. Flow
-$15.4M
Cap. Flow %
-2.59%
Top 10 Hldgs %
49.11%
Holding
59
New
2
Increased
21
Reduced
24
Closed
2

Top Buys

Rank Stock Value
1
BOOT icon
Boot Barn
BOOT
+$5.6M
2
SARO
StandardAero Inc
SARO
+$908K
3
MOG.A icon
Moog Inc Class A
MOG.A
+$635K
4
GNRC icon
Generac Holdings
GNRC
+$552K
5
CMI icon
Cummins
CMI
+$281K

Top Sells

Rank Stock Value
1
MTZ icon
MasTec
MTZ
+$10.1M
2
XOM icon
ExxonMobil
XOM
+$6.07M
3
KMX icon
CarMax
KMX
+$5.22M
4
BSCQ icon
Invesco BulletShares 2026 Corporate Bond ETF
BSCQ
+$712K
5
RSG icon
Republic Services
RSG
+$445K

Sector Composition

Rank Sector Weight
1 Industrials 37.66%
2 Communication Services 8.92%
3 Technology 7.96%
4 Consumer Discretionary 7.81%
5 Financials 5.32%

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Kirr Marbach & Co's Q2 2026 Portfolio in Review

As of Q2 2026, Kirr Marbach & Co held 59 positions worth $594M, up 8.2% from $549M the previous quarter. Its ten largest holdings account for 49% of the portfolio.

Kirr Marbach & Co's Q2 2026 filing shows 2 new, 21 increased, 24 reduced and 2 closed positions. Its largest new stake was Boot Barn: 34,555 shares worth $5.68M. The largest sale was MasTec, an estimated $10.1M.

By sector, the portfolio is most concentrated in Industrials at 38% of assets, up from 36% a quarter earlier, followed by Communication Services and Technology.

  • Kirr Marbach & Co's largest Q2 2026 buy was Boot Barn: 34,555 shares worth $5.68M.
  • Kirr Marbach & Co added most to StandardAero Inc in Q2 2026, an estimated $908K increase.
  • Kirr Marbach & Co's biggest Q2 2026 reduction was MasTec, cutting an estimated $10.1M.
  • Kirr Marbach & Co fully exited CarMax in Q2 2026, selling an estimated $5.22M.
  • Kirr Marbach & Co's ten largest holdings make up 49% of its $594M portfolio in Q2 2026.
  • Kirr Marbach & Co opened 2 new positions and closed 2 in Q2 2026.
  • Kirr Marbach & Co's portfolio value rose 8.2% quarter-over-quarter to $594M.

Based on Kirr Marbach & Co's 13F filing for Q2 2026, filed 14 Jul 2026.