KM

KIRR MARBACH & CO LLC /IN/

13F
KIRR MARBACH & CO LLC /IN/
Last update 2024-10-17 54 Stocks (1 new)
Value $448.00 Mil Turnover 1 %
Countries:
Top Holdings: VST(7.95%)AVGO(7.11%)EME(6.88%)AZO(5.44%)CIGI(4.82%)
Portfolio Report
Summary Stock Picks Current Portfolio
KIRR MARBACH & CO LLC /IN/ Top Holdings of 2024-09-30 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
VST 		Vistra Corp
300,285
35595.780
+0.23%
7.950
+0.02%
0.090
+34.56%
+20.93%
56725.917
Utilities - Independent Power Producers
AVGO 		Broadcom Inc
184,540
31833.150
+0.18%
7.110
+0.01%
0.000
+21.12%
-3.25%
1051420.859
Semiconductors
EME 		EMCOR Group Inc
71,539
30799.690
+0.26%
6.880
+0.02%
0.150
+5.70%
+2.89%
21484.802
Construction
AZO 		AutoZone Inc
7,735
24365.560
-0.21%
5.440
-0.01%
0.050
+4.66%
+1.54%
54564.172
Retail - Cyclical
CIGI 		Colliers International Group Inc
142,293
21601.500
-0.95%
4.820
-0.04%
0.280
-11.19%
-3.76%
6611.756
Real Estate
MTZ 		MasTec Inc
173,781
21392.440
-0.62%
4.780
-0.03%
0.220
+14.06%
+6.21%
11457.377
Construction
RSG 		Republic Services Inc
87,884
17650.620
+0.22%
3.940
+0.01%
0.030
+1.87%
+2.84%
64600.147
Waste Management
BSCP 		Invesco BulletShares 2025 Corporate Bond ETF
813,479
16798.340
+0.62%
3.750
+0.02%
0.420
+0.92%
+0.19%
4037.654
 
BSCO 		Invesco BulletShares 2024 Corporate Bond ETF
792,840
16744.780
-1.80%
3.740
-0.07%
0.620
+1.19%
+5.02%
2043.360
 
BSCQ 		Invesco BulletShares 2026 Corporate Bond ETF
800,010
15648.200
+0.59%
3.490
+0.02%
0.400
+0.29%
+0.05%
4187.376
 

KIRR MARBACH & CO LLC /IN/'s Historical Top Holdings Breakdowns

KIRR MARBACH & CO LLC /IN/'s Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
CP 		Canadian Pacific Kansas City Ltd2023-03-31Sold Out
-4.12%
●
72.98 ($77.21) 80.19
$74.69
-3.26%
Sold Out
0
-176,566
CP 		Canadian Pacific Kansas City Ltd2023-06-30New Buy
+3.91%
●
75.76 ($78.92) 82.93
$74.69
-5.36%
New holding
175,288
175,288
BSCN 		Invesco BulletShares 2023 Corporate Bond ETF2023-12-31Sold Out
-3.79%
●
21.19 ($21.24) 21.31
$21.19
-0.24%
Sold Out
0
-628,784
HZNP Horizon Therapeutics PLC2023-03-31Sold Out
-3.33%
●
107.32 ($110.54) 113.5
$116.30
5.21%
Sold Out
0
-93,728
VOYA 		Voya Financial Inc2024-03-31Sold Out
-2.49%
●
66.82 ($70.46) 74.08
$66.40
-5.76%
Sold Out
0
-129,859
AON 		Aon PLC2024-06-30Sold Out
-2.47%
●
275.82 ($295.67) 329.64
$349.51
18.21%
Sold Out
0
-30,729
BSCQ 		Invesco BulletShares 2026 Corporate Bond ETF2023-12-31Add
+2.01%
●
18.7 ($18.96) 19.3
$19.43
2.48%
Add 103.42%
780,874
396,993
XOM 		Exxon Mobil Corp2024-06-30New Buy
+1.90%
●
108.36 ($116.47) 122.2
$106.54
-8.53%
New holding
68,599
68,599
PXD Pioneer Natural Resources Co2024-06-30Sold Out
-1.87%
●
263.96 ($270.84) 275.52
$269.62
-0.45%
Sold Out
0
-29,507
EME 		EMCOR Group Inc2024-06-30Reduce
-1.80%
●
328.63 ($368.92) 398.69
$467.04
26.60%
Reduce -23.03%
71,356
-21,353

KIRR MARBACH & CO LLC /IN/ Total Holding History ($B)

To

KIRR MARBACH & CO LLC /IN/'s Asset Allocation

To

KIRR MARBACH & CO LLC /IN/ Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

KIRR MARBACH & CO LLC /IN/'s Hypothetical Growth since 2024-09-30

KIRR MARBACH & CO LLC /IN/'s Yearly Returns

Year Portfolio % % Excess Gain %

KIRR MARBACH & CO LLC /IN/'s Holdings Heat Map

Size field:

KIRR MARBACH & CO LLC /IN/'s Holdings Bubble Chart

KIRR MARBACH & CO LLC /IN/ News

  • 1

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