KIRR MARBACH & CO LLC /IN/

Q2 2026 13F-HR Holdings

Location
Columbus, IN
Holdings as of
6/30/2026
Date filed
7/14/2026
Form type
13F-HR
Num holdings
57
Total value ($000)
$593,765
Net value change ($000)
+45,039 (8.2%)
New positions
2
Sold out positions
2
Turnover %
1.9%
Sector allocation + QoQ delta (equities-only)

Snapshot: Change Analysis

Compared to Q1 2026
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
ATEX 7,601 174.9%
GNRC 6,291 55.6%
GOOGL 6,263 24.3%
AVGO 6,245 21.8%
BOOT 5,676 NEW
MOG-A 5,624 52.1%
EME 5,018 11.6%
MTZ 4,096 7.9%
CROX 2,160 45.3%
RPRX 2,015 17.7%
Top Reduces (Value $000, Stocks/ETFs)
XOM -7,887 -65.5%
KMX -5,217 -100.0%
CIGI -1,772 -11.9%
AZO -1,535 -6.2%
SSNC -1,047 -8.3%
RSG -979 -5.1%
BCO -887 -8.9%
BJ -780 -15.5%
BSCQ -716 -3.6%
AVNW -421 -100.0%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type