Kirr Marbach & Co LLC 13F 持仓 · 2026年Q2
Kirr Marbach & Co 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 57 只证券，申报市值合计 5.94 亿美元。前几大持仓：MTZ（9.37%）、EME（8.10%）、AVGO（5.88%）。本季前 25 大持仓中：增持 11 只、减持 14 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | MTZ | MASTEC INC | $55.6M | 9.37% | 133,726 | 减持 |
| 2 | EME | EMCOR GROUP INC | $48.1M | 8.10% | 57,959 | 减持 |
| 3 | AVGO | BROADCOM INC | $34.9M | 5.88% | 92,433 | 减持 |
| 4 | GOOGL | ALPHABET INC | $32.0M | 5.39% | 89,552 | 增持 |
| 5 | VST | VISTRA CORP | $25.8M | 4.35% | 162,896 | 减持 |
| 6 | AZO | AUTOZONE INC | $23.4M | 3.94% | 7,327 | 减持 |
| 7 | BSCQ | INVESCO EXCH TRD SLF IDX FD | $19.2M | 3.24% | 985,723 | 减持 |
| 8 | RSG | REPUBLIC SVCS INC | $18.4M | 3.10% | 86,331 | 减持 |
| 9 | GNRC | GENERAC HLDGS INC | $17.6M | 2.97% | 60,128 | 增持 |
| 10 | MOGA | MOOG INC | $16.4M | 2.76% | 38,720 | 增持 |
| 11 | MKL | MARKEL GROUP INC | $15.9M | 2.67% | 8,130 | 增持 |
| 12 | CP | CANADIAN PACIFIC KANSAS CITY | $14.9M | 2.50% | 171,121 | 增持 |
| 13 | BSCR | INVESCO EXCH TRD SLF IDX FD | $14.8M | 2.49% | 755,049 | 减持 |
| 14 | RPRX | ROYALTY PHARMA PLC | $13.4M | 2.26% | 239,461 | 增持 |
| 15 | CIGI | COLLIERS INTL GROUP INC | $13.1M | 2.20% | 138,998 | 增持 |
| 16 | BSCS | INVESCO EXCH TRD SLF IDX FD | $13.0M | 2.18% | 635,968 | 减持 |
| 17 | MPC | MARATHON PETE CORP | $12.8M | 2.15% | 49,943 | 减持 |
| 18 | DLTR | DOLLAR TREE INC | $12.6M | 2.13% | 104,332 | 增持 |
| 19 | BSCT | INVESCO EXCH TRD SLF IDX FD | $12.6M | 2.12% | 676,416 | 减持 |
| 20 | ATEX | ANTERIX INC | $11.9M | 2.01% | 116,069 | 增持 |
| 21 | BN | BROOKFIELD CORP | $11.6M | 1.96% | 273,493 | 减持 |
| 22 | SSNC | SS&C TECH HLDGS | $11.6M | 1.96% | 187,388 | 减持 |
| 23 | APG | API GROUP CORP | $11.6M | 1.95% | 272,771 | 增持 |
| 24 | BSCU | INVESCO EXCH TRD SLF IDX FD | $11.5M | 1.93% | 689,505 | 增持 |
| 25 | BCO | BRINKS CO | $9.1M | 1.53% | 96,288 | 减持 |
来源：SEC 13F 申报文件 · 截至 2026-06-30
本期 13F-HR 中的全部持仓，以及相对上季度的变化。
13F 持仓，最新季度
来源SEC EDGAR13F-HR