KIRR MARBACH & CO LLC /IN/
COLUMBUS IN · SEC CIK 0000764112
$5.94亿2026Q2 申报市值
57持仓数
49.1%前十大占比 · 第一大 9.4%
2 / 2新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q2 买入最多 按季末市值估算
BOOT 新建仓+$567.63万
SARO 加仓+$103.31万
MOG/A 加仓+$78.79万
GNRC 加仓+$64.48万
CMI 加仓+$30.45万
2026Q2 卖出最多 按季末市值估算
MTZ 减仓-$1,101.35万
EXXON MOBIL CORP 减仓-$554.81万
KMX 清仓-$521.74万
BSCQ 减仓-$71.11万
RSG 减仓-$45.32万
2026Q2 持仓明细 点表头排序
导出 CSV 🔒| 代码 | 名称 | 市值 ▼ | 占比 | 股数 | 变动股数 | 变动 | 估算买卖额 | 操作 |
|---|---|---|---|---|---|---|---|---|
| MTZ | MASTEC INC | $5,563.80万 | 9.37% | 133,726 | -26,471 | -16.5% | -$1,101.35万 | 减仓 |
| EME | EMCOR GROUP INC | $4,809.90万 | 8.10% | 57,959 | -392 | -0.7% | -$32.53万 | 减仓 |
| AVGO | BROADCOM INC | $3,491.66万 | 5.88% | 92,433 | -203 | -0.2% | -$7.67万 | 减仓 |
| GOOGL | ALPHABET INC | $3,200.32万 | 5.39% | 89,552 | 40 | 0.0% | $1.43万 | 加仓 |
| VST | VISTRA CORP | $2,584.02万 | 4.35% | 162,896 | -397 | -0.2% | -$6.30万 | 减仓 |
| AZO | AUTOZONE INC | $2,341.67万 | 3.94% | 7,327 | -60 | -0.8% | -$19.18万 | 减仓 |
| BSCQ | INVESCO EXCH TRD SLF IDX FD | $1,924.62万 | 3.24% | 985,723 | -36,420 | -3.6% | -$71.11万 | 减仓 |
| RSG | REPUBLIC SVCS INC | $1,839.54万 | 3.10% | 86,331 | -2,127 | -2.4% | -$45.32万 | 减仓 |
| GNRC | GENERAC HLDGS INC | $1,760.61万 | 2.97% | 60,128 | 2,202 | 3.8% | $64.48万 | 加仓 |
| MOG/A | MOOG INC | $1,641.11万 | 2.76% | 38,720 | 1,859 | 5.0% | $78.79万 | 加仓 |
| MKL | MARKEL GROUP INC | $1,587.80万 | 2.67% | 8,130 | 12 | 0.1% | $2.34万 | 加仓 |
| CP | CANADIAN PACIFIC KANSAS CITY | $1,485.99万 | 2.50% | 171,121 | 26 | 0.0% | $2,258 | 加仓 |
| BSCR | INVESCO EXCH TRD SLF IDX FD | $1,481.03万 | 2.49% | 755,049 | -17,502 | -2.3% | -$34.33万 | 减仓 |
| RPRX | ROYALTY PHARMA PLC | $1,342.66万 | 2.26% | 239,461 | 1,566 | 0.7% | $8.78万 | 加仓 |
| CIGI | COLLIERS INTL GROUP INC | $1,305.74万 | 2.20% | 138,998 | 267 | 0.2% | $2.51万 | 加仓 |
| BSCS | INVESCO EXCH TRD SLF IDX FD | $1,295.15万 | 2.18% | 635,968 | -8,908 | -1.4% | -$18.14万 | 减仓 |
| MPC | MARATHON PETE CORP | $1,276.89万 | 2.15% | 49,943 | -41 | -0.1% | -$1.05万 | 减仓 |
| DLTR | DOLLAR TREE INC | $1,261.90万 | 2.13% | 104,332 | 207 | 0.2% | $2.50万 | 加仓 |
| BSCT | INVESCO EXCH TRD SLF IDX FD | $1,256.44万 | 2.12% | 676,416 | -3,041 | -0.4% | -$5.65万 | 减仓 |
| ATEX | ANTERIX INC | $1,194.81万 | 2.01% | 116,069 | 2,255 | 2.0% | $23.21万 | 加仓 |
| BN | BROOKFIELD CORP | $1,164.81万 | 1.96% | 273,493 | -260 | -0.1% | -$1.11万 | 减仓 |
| SSNC | SS&C TECH HLDGS | $1,162.74万 | 1.96% | 187,388 | -185 | -0.1% | -$1.15万 | 减仓 |
| APG | API GROUP CORP | $1,155.19万 | 1.95% | 272,771 | 60 | 0.0% | $2,541 | 加仓 |
| BSCU | INVESCO EXCH TRD SLF IDX FD | $1,147.68万 | 1.93% | 689,505 | 105 | 0.0% | $1,748 | 加仓 |
| BCO | BRINKS CO | $909.83万 | 1.53% | 96,288 | -64 | -0.1% | -$6,047 | 减仓 |
| LYV | LIVE NATION ENTERTAINMENT IN | $901.03万 | 1.52% | 49,207 | -24 | -0.0% | -$4,395 | 减仓 |
| GXO | GXO LOGISTICS INCORPORATED | $896.79万 | 1.51% | 176,882 | 3,874 | 2.2% | $19.64万 | 加仓 |
| LRN | STRIDE INC | $886.89万 | 1.49% | 102,840 | 356 | 0.3% | $3.07万 | 加仓 |
| BSCV | INVESCO EXCH TRD SLF IDX FD | $799.85万 | 1.35% | 488,157 | -3,153 | -0.6% | -$5.17万 | 减仓 |
| CROX | CROCS INC | $692.70万 | 1.17% | 57,419 | -3 | -0.0% | -$362 | 减仓 |
| VC | VISTEON CORP | $691.25万 | 1.16% | 69,675 | -429 | -0.6% | -$4.26万 | 减仓 |
| SARO | STANDARDAERO INC | $688.09万 | 1.16% | 230,053 | 34,540 | 17.7% | $103.31万 | 加仓 |
| ICUI | ICU MED INC | $664.89万 | 1.12% | 45,354 | 1,201 | 2.7% | $17.61万 | 加仓 |
| CXT | CRANE NXT CO | $592.49万 | 1.00% | 115,812 | 3,659 | 3.3% | $18.72万 | 加仓 |
| BOOT | BOOT BARN HLDGS INC | $567.63万 | 0.96% | 34,555 | 34,555 | — | $567.63万 | 新建仓 |
| AMRZ | AMRIZE LTD | $484.83万 | 0.82% | 90,963 | 332 | 0.4% | $1.77万 | 加仓 |
| AEBI | AEBI SCHMIDT HLDG AG | $440.10万 | 0.74% | 350,676 | -1,495 | -0.4% | -$1.88万 | 减仓 |
| BJ | BJS WHSL CLUB HLDGS INC | $424.52万 | 0.71% | 48,672 | -2,383 | -4.7% | -$20.78万 | 减仓 |
| — | EXXON MOBIL CORP | $416.18万 | 0.70% | 30,440 | -40,580 | -57.1% | -$554.81万 | 减仓 |
| CHRW | C H ROBINSON WORLDWIDE IN | $400.45万 | 0.67% | 21,224 | 30 | 0.1% | $5,660 | 加仓 |
| BAM | BROOKFIELD ASSET MANAGMT LTD | $288.18万 | 0.49% | 64,246 | 5,388 | 9.2% | $24.17万 | 加仓 |
| PTON | PELOTON INTERACTIVE INC | $286.38万 | 0.48% | 484,565 | 1,059 | 0.2% | $6,259 | 加仓 |
| LLY | ELI LILLY & CO | $253.39万 | 0.43% | 2,113 | 0 | 0.0% | — | 不变 |
| ET | ENERGY TRANSFER L P | $182.39万 | 0.31% | 95,392 | -1,400 | -1.4% | -$2.68万 | 减仓 |
| CMI | CUMMINS INC | $128.81万 | 0.22% | 1,806 | 427 | 31.0% | $30.45万 | 加仓 |
| TY | TRI CONTL CORP | $68.43万 | 0.12% | 19,882 | 0 | 0.0% | — | 不变 |
| QQQ | INVESCO QQQ TR | $55.29万 | 0.09% | 750 | 0 | 0.0% | — | 不变 |
| SKWD | SKYWARD SPECIALTY INS GROUP | $51.27万 | 0.09% | 8,786 | 0 | 0.0% | — | 不变 |
| IVV | ISHARES TR | $48.98万 | 0.08% | 654 | 0 | 0.0% | — | 不变 |
| CAT | CATERPILLAR INC | $46.86万 | 0.08% | 440 | 0 | 0.0% | — | 不变 |
| AAPL | APPLE INC | $45.13万 | 0.08% | 1,560 | -12 | -0.8% | -$3,472 | 减仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $37.23万 | 0.06% | 1,750 | -49 | -2.7% | -$1.04万 | 减仓 |
| OFIX | ORTHOFIX MED INC | $36.07万 | 0.06% | 39,462 | 0 | 0.0% | — | 不变 |
| ABBV | ABBVIE INC | $31.58万 | 0.05% | 1,255 | 0 | 0.0% | — | 不变 |
| HD | HOME DEPOT INC | $29.77万 | 0.05% | 844 | 0 | 0.0% | — | 不变 |
| AMZN | AMAZON COM INC | $27.62万 | 0.05% | 1,159 | 0 | 0.0% | — | 不变 |
| GLW | CORNING INC | $25.54万 | 0.04% | 1,000 | 1,000 | — | $25.54万 | 新建仓 |
| KMX | CARMAX INC | $0 | 0.00% | 0 | -125,479 | -100.0% | -$521.74万 | 清仓 |
| AVNW | AVIAT NETWORKS INC | $0 | 0.00% | 0 | -18,600 | -100.0% | -$42.05万 | 清仓 |