M. Kraus & Co
CIK: 0001593688SEC EDGAR →
Portfolio Value
$358.1B
Holdings
83
As of
Q4 2025
New Positions
1
Closed Positions
1
Portfolio Value History
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | Microsoft Corp. | 74,952 | $36.2B | 10.12% |
| 2 | Alphabet Inc. Class C | 101,651 | $31.9B | 8.91% |
| 3 | — Berkshire Hathaway - B | 43,791 | $22.0B | 6.15% |
| 4 | Thermo Fisher Scientific | 29,680 | $17.2B | 4.80% |
| 5 | RTX Corporation | 78,188 | $14.3B | 4.00% |
| 6 | L3 Harris Technologies | 47,593 | $14.0B | 3.90% |
| 7 | Rockwell Automation | 32,152 | $12.5B | 3.49% |
| 8 | Norfolk Southern | 42,339 | $12.2B | 3.41% |
| 9 | Cisco Systems Inc. | 153,139 | $11.8B | 3.29% |
| 10 | NextEra Energy, Inc. | 133,445 | $10.7B | 2.99% |
Quarterly Changes
Top Buys
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Technology | 11 | $79.5B | 22.2% |
| Industrials | 15 | $77.7B | 21.7% |
| Healthcare | 10 | $51.9B | 14.5% |
| Communication Services | 6 | $39.3B | 11.0% |
| Consumer Defensive | 8 | $32.3B | 9.0% |
| Unknown | 6 | $28.4B | 7.9% |
| Basic Materials | 2 | $16.3B | 4.5% |
| Utilities | 2 | $11.0B | 3.1% |
| Energy | 4 | $10.7B | 3.0% |
| Financial Services | 15 | $6.6B | 1.8% |
| Consumer Cyclical | 5 | $4.5B | 1.2% |