1y return+18.6%S&P 500 +20.9%
3y return+72.4%S&P 500 +68.5%
5y return+79.1%S&P 500 +74.5%
10y return+193.7%S&P 500 +256.5%
These returns are for its stock picks as disclosed on Form 13F: last quarter's holdings, valued at this quarter's prices. They miss trades within each quarter, short positions, options, bonds, cash and fees, so they aren't the returns its clients got.
$100 invested in its stock picks
Since June 30, 2016: $294 against $357 in the S&P 500.2
Kirr Marbach & Co LLC /in/S&P 500 (SPY)
Top holdings
At the end of June 30, 2026. Change is in shares since the quarter before.2
| Stock | Value | Share of portfolio | Change |
|---|---|---|---|
| MTZMastec Inc | $55.6M | 9.4% | −16.5% |
| EMEEmcor Group Inc | $48.1M | 8.1% | |
| AVGOBroadcom Inc | $34.9M | 5.9% | |
| GOOGLAlphabet Inc | $32.0M | 5.4% | |
| VSTVistra Corp | $25.8M | 4.4% | |
| AZOAutozone Inc | $23.4M | 3.9% | |
| BSCQInvesco Exch Trd Slf Idx Fd | $19.2M | 3.2% | −3.6% |
| RSGRepublic Svcs Inc | $18.4M | 3.1% | −2.4% |
| GNRCGenerac Hldgs Inc | $17.6M | 3.0% | +3.8% |
| MOG/AMoog Inc | $16.4M | 2.8% | +5.0% |
| MKLMarkel Group Inc | $15.9M | 2.7% | |
| CPCanadian Pacific Kansas City | $14.9M | 2.5% | |
| BSCRInvesco Exch Trd Slf Idx Fd | $14.8M | 2.5% | −2.3% |
| Royalty Pharma PLCCUSIP G7709Q104 | $13.4M | 2.3% | |
| CIGIColliers Intl Group Inc | $13.1M | 2.2% | |
| BSCSInvesco Exch Trd Slf Idx Fd | $13.0M | 2.2% | −1.4% |
| MPCMarathon Pete Corp | $12.8M | 2.2% | |
| DLTRDollar Tree Inc | $12.6M | 2.1% | |
| BSCTInvesco Exch Trd Slf Idx Fd | $12.6M | 2.1% | |
| ATEXAnterix Inc | $11.9M | 2.0% | +2.0% |
| BNBrookfield Corp | $11.6M | 2.0% | |
| SSNCSs&c Tech Hldgs | $11.6M | 2.0% | |
| APGApi Group Corp | $11.6M | 1.9% | |
| BSCUInvesco Exch Trd Slf Idx Fd | $11.5M | 1.9% | |
| BCOBrinks Co | $9.1M | 1.5% |
Best picks still held
How each current holding has done since the quarter it first appeared in its filings (up to six years back).
| Stock | Held since | Return since | Now worth |
|---|---|---|---|
| EMEEmcor Group Inc | June 30, 2020 | +1154.7% | $48.1M |
| AVGOBroadcom Inc | June 30, 2020 | +1096.9% | $34.9M |
| MTZMastec Inc | June 30, 2020 | +827.4% | $55.6M |
| VSTVistra Corp | June 30, 2020 | +751.9% | $25.8M |
| MPCMarathon Pete Corp | June 30, 2020 | +584.0% | $12.8M |
| GOOGLAlphabet Inc | June 30, 2020 | +404.0% | $32.0M |
| AZOAutozone Inc | June 30, 2020 | +183.3% | $23.4M |
| LRNStride Inc | June 30, 2021 | +168.4% | $8.9M |
| RSGRepublic Svcs Inc | June 30, 2020 | +159.7% | $18.4M |
| MOG/AMoog Inc | June 30, 2024 | +153.3% | $16.4M |
Sold off last quarter
Quarter by quarter
| Quarter | Its picks | S&P 500 |
|---|---|---|
| June 30, 2026 | +11.2% | +14.8% |
| March 31, 2026 | +3.1% | −4.6% |
| December 31, 2025 | −4.3% | +2.4% |
| September 30, 2025 | +8.2% | +7.8% |
| June 30, 2025 | +16.2% | +10.5% |
| March 31, 2025 | −5.7% | −4.6% |
| December 31, 2024 | +3.0% | +2.1% |
| September 30, 2024 | +7.6% | +5.4% |
| June 30, 2024 | +0.0% | +4.0% |
| March 31, 2024 | +13.8% | +10.0% |
| December 31, 2023 | +8.8% | +11.2% |
| September 30, 2023 | −3.4% | −3.6% |
| June 30, 2023 | +6.5% | +8.3% |
| March 31, 2023 | +5.4% | +7.0% |
| December 31, 2022 | +9.5% | +7.1% |
| September 30, 2022 | −6.2% | −5.3% |
| June 30, 2022 | −14.0% | −16.5% |
| March 31, 2022 | −3.6% | −4.9% |
| December 31, 2021 | +10.8% | +10.7% |
| September 30, 2021 | −2.0% | +0.3% |
Sources
Every number on this page points here. Each one links to the public record.
- 1SEC EDGAR: Kirr Marbach & Co LLC /in/ Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=764112&type=13F-HR&dateb=&owner=include&count=40CIK 764112
- 2SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/764112/000076411226000003/Filed July 14, 2026 · accession 0000764112-26-000003