Portfolio (Quarterly) Guide ↗

KIRR MARBACH & CO LLC /IN/

· CIK 0000764112

13F Portfolio $548.7B AUM 57 positions Filed Apr 17, 2026 EDGAR ↗ ← All Funds

Q1 2026 Q4 2025 · All 3 New 27 Added 9 Reduced 4 Exited

#	Ticker	Company	Sector	Shares	Value ↓	% Port	Status
1	VLTO	VERALTO CORP	Industrials	84,028	$8.4M	1.60%	SOLD
2	DIS	DISNEY WALT CO	Communication Services	33,965	$3.9M	0.74%	SOLD
3	RXO	RXO INC	Industrials	171,884	$2.2M	0.41%	SOLD
4	MSFT	MICROSOFT CORP	Technology	435	$210K	0.04%	SOLD

Sector Allocation

Industrials 38.6%

Consumer Cyclical 10.3%

Technology 9.9%

Communication Services 8.8%

Financial Services 6.5%

Energy 6.1%

Consumer Defensive 6.0%

Utilities 5.8%

Healthcare 4.6%

Real Estate 3.5%