KIRR MARBACH & CO LLC /IN/
COLUMBUS IN · SEC CIK 0000764112
$5.49亿2026Q1 申报市值
57持仓数
48.9%前十大占比 · 第一大 9.4%
3 / 4新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q1 买入最多 按季末市值估算
RPRX 新建仓+$1,141.18万
SARO 新建仓+$505.01万
CHRW 新建仓+$352.32万
ICUI 加仓+$88.64万
GNRC 加仓+$71.96万
2026Q1 卖出最多 按季末市值估算
VLTO 清仓-$839.52万
DIS 清仓-$387.62万
MTZ 减仓-$236.77万
RXO 清仓-$217.26万
EME 减仓-$145.15万
2026Q1 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 | $5,154.18万 | 9.39% | 160,197 | -7,359 | -4.4% | -$236.77万 | 减仓 |
| EME | EMCOR GROUP INC | $4,308.11万 | 7.85% | 58,351 | -1,966 | -3.3% | -$145.15万 | 减仓 |
| AVGO | BROADCOM INC | $2,867.18万 | 5.23% | 92,636 | -2,129 | -2.2% | -$65.89万 | 减仓 |
| GOOGL | ALPHABET INC | $2,574.01万 | 4.69% | 89,512 | -630 | -0.7% | -$18.12万 | 减仓 |
| AZO | AUTOZONE INC | $2,495.17万 | 4.55% | 7,387 | -389 | -5.0% | -$131.40万 | 减仓 |
| VST | VISTRA CORP | $2,454.78万 | 4.47% | 163,293 | -3,794 | -2.3% | -$57.04万 | 减仓 |
| BSCQ | INVESCO EXCH TRD SLF IDX FD | $1,996.25万 | 3.64% | 1,022,143 | -1,312 | -0.1% | -$2.56万 | 减仓 |
| RSG | REPUBLIC SVCS INC | $1,937.41万 | 3.53% | 88,458 | 290 | 0.3% | $6.35万 | 加仓 |
| MKL | MARKEL GROUP INC | $1,553.84万 | 2.83% | 8,118 | 5 | 0.1% | $9,570 | 加仓 |
| BSCR | INVESCO EXCH TRD SLF IDX FD | $1,516.13万 | 2.76% | 772,551 | 17,523 | 2.3% | $34.39万 | 加仓 |
| CIGI | COLLIERS INTL GROUP INC | $1,482.90万 | 2.70% | 138,731 | 2,383 | 1.7% | $25.47万 | 加仓 |
| CP | CANADIAN PACIFIC KANSAS CITY | $1,348.64万 | 2.46% | 171,095 | 6,803 | 4.1% | $53.62万 | 加仓 |
| BSCS | INVESCO EXCH TRD SLF IDX FD | $1,317.03万 | 2.40% | 644,876 | 15,920 | 2.5% | $32.51万 | 加仓 |
| BSCT | INVESCO EXCH TRD SLF IDX FD | $1,267.89万 | 2.31% | 679,457 | 26,768 | 4.1% | $49.95万 | 加仓 |
| SSNC | SS&C TECH HLDGS | $1,267.43万 | 2.31% | 187,573 | 234 | 0.1% | $1.58万 | 加仓 |
| MPC | MARATHON PETE CORP | $1,220.51万 | 2.22% | 49,984 | 104 | 0.2% | $2.54万 | 加仓 |
| — | EXXON MOBIL CORP | $1,204.93万 | 2.20% | 71,020 | 1,592 | 2.3% | $27.01万 | 加仓 |
| BSCU | INVESCO EXCH TRD SLF IDX FD | $1,152.61万 | 2.10% | 689,400 | 35,863 | 5.5% | $59.96万 | 加仓 |
| RPRX | ROYALTY PHARMA PLC | $1,141.18万 | 2.08% | 237,895 | 237,895 | — | $1,141.18万 | 新建仓 |
| DLTR | DOLLAR TREE INC | $1,140.27万 | 2.08% | 104,125 | -751 | -0.7% | -$8.22万 | 减仓 |
| GNRC | GENERAC HLDGS INC | $1,131.47万 | 2.06% | 57,926 | 3,684 | 6.8% | $71.96万 | 加仓 |
| BN | BROOKFIELD CORP | $1,107.88万 | 2.02% | 273,753 | 6,633 | 2.5% | $26.84万 | 加仓 |
| APG | API GROUP CORP | $1,105.03万 | 2.01% | 272,711 | -602 | -0.2% | -$2.44万 | 减仓 |
| MOG/A | MOOG INC | $1,078.70万 | 1.97% | 36,861 | 2,424 | 7.0% | $70.94万 | 加仓 |
| BCO | BRINKS CO | $998.50万 | 1.82% | 96,352 | 1,480 | 1.6% | $15.34万 | 加仓 |
| LRN | STRIDE INC | $903.60万 | 1.65% | 102,484 | 539 | 0.5% | $4.75万 | 加仓 |
| GXO | GXO LOGISTICS INCORPORATED | $897.05万 | 1.63% | 173,008 | 8,784 | 5.3% | $45.55万 | 加仓 |
| BSCV | INVESCO EXCH TRD SLF IDX FD | $808.70万 | 1.47% | 491,310 | 24,351 | 5.2% | $40.08万 | 加仓 |
| LYV | LIVE NATION ENTERTAINMENT IN | $750.82万 | 1.37% | 49,231 | 263 | 0.5% | $4.01万 | 加仓 |
| VC | VISTEON CORP | $638.72万 | 1.16% | 70,104 | 2 | 0.0% | $182 | 加仓 |
| ICUI | ICU MED INC | $570.24万 | 1.04% | 44,153 | 6,863 | 18.4% | $88.64万 | 加仓 |
| KMX | CARMAX INC | $521.74万 | 0.95% | 125,479 | 13,820 | 12.4% | $57.46万 | 加仓 |
| AMRZ | AMRIZE LTD | $507.71万 | 0.93% | 90,631 | 849 | 0.9% | $4.76万 | 加仓 |
| SARO | STANDARDAERO INC | $505.01万 | 0.92% | 195,513 | 195,513 | — | $505.01万 | 新建仓 |
| BJ | BJS WHSL CLUB HLDGS INC | $502.48万 | 0.92% | 51,055 | 738 | 1.5% | $7.26万 | 加仓 |
| CROX | CROCS INC | $476.72万 | 0.87% | 57,422 | 8,491 | 17.4% | $70.49万 | 加仓 |
| CXT | CRANE NXT CO | $455.23万 | 0.83% | 112,153 | 15,229 | 15.7% | $61.81万 | 加仓 |
| ATEX | ANTERIX INC | $434.66万 | 0.79% | 113,814 | 13,396 | 13.3% | $51.16万 | 加仓 |
| CHRW | C H ROBINSON WORLDWIDE IN | $352.32万 | 0.64% | 21,194 | 21,194 | — | $352.32万 | 新建仓 |
| AEBI | AEBI SCHMIDT HLDG AG | $341.96万 | 0.62% | 352,171 | 7,210 | 2.1% | $7.00万 | 加仓 |
| BAM | BROOKFIELD ASSET MANAGMT LTD | $261.62万 | 0.48% | 58,858 | 7,362 | 14.3% | $32.72万 | 加仓 |
| PTON | PELOTON INTERACTIVE INC | $207.42万 | 0.38% | 483,506 | 40,150 | 9.1% | $17.22万 | 加仓 |
| LLY | ELI LILLY & CO | $194.31万 | 0.35% | 2,113 | -5 | -0.2% | -$4,598 | 减仓 |
| ET | ENERGY TRANSFER L P | $186.81万 | 0.34% | 96,792 | -2,286 | -2.3% | -$4.41万 | 减仓 |
| CMI | CUMMINS INC | $74.19万 | 0.14% | 1,379 | -106 | -7.1% | -$5.70万 | 减仓 |
| TY | TRI CONTL CORP | $62.81万 | 0.11% | 19,882 | 0 | 0.0% | — | 不变 |
| OFIX | ORTHOFIX MED INC | $45.26万 | 0.08% | 39,462 | 0 | 0.0% | — | 不变 |
| QQQ | INVESCO QQQ TR | $43.29万 | 0.08% | 750 | 0 | 0.0% | — | 不变 |
| IVV | ISHARES TR | $42.72万 | 0.08% | 654 | 0 | 0.0% | — | 不变 |
| AVNW | AVIAT NETWORKS INC | $42.05万 | 0.08% | 18,600 | 0 | 0.0% | — | 不变 |
| AAPL | APPLE INC | $39.89万 | 0.07% | 1,572 | 0 | 0.0% | — | 不变 |
| SKWD | SKYWARD SPECIALTY INS GROUP | $38.38万 | 0.07% | 8,786 | 0 | 0.0% | — | 不变 |
| RSP | INVESCO EXCHANGE TRADED FD T | $34.53万 | 0.06% | 1,799 | 49 | 2.8% | $9,404 | 加仓 |
| CAT | CATERPILLAR INC | $31.17万 | 0.06% | 440 | 0 | 0.0% | — | 不变 |
| HD | HOME DEPOT INC | $27.76万 | 0.05% | 844 | 0 | 0.0% | — | 不变 |
| ABBV | ABBVIE INC | $27.30万 | 0.05% | 1,255 | 0 | 0.0% | — | 不变 |
| AMZN | AMAZON COM INC | $24.14万 | 0.04% | 1,159 | 59 | 5.4% | $1.23万 | 加仓 |
| VLTO | VERALTO CORP | $0 | 0.00% | 0 | -84,028 | -100.0% | -$839.52万 | 清仓 |
| DIS | DISNEY WALT CO | $0 | 0.00% | 0 | -33,965 | -100.0% | -$387.62万 | 清仓 |
| RXO | RXO INC | $0 | 0.00% | 0 | -171,884 | -100.0% | -$217.26万 | 清仓 |
| MSFT | MICROSOFT CORP | $0 | 0.00% | 0 | -435 | -100.0% | -$21.04万 | 清仓 |